FYI | Aug 19 2016
By Rudi Filapek-Vandyck, Editor FNArena
I like to question the ruling logic that goads the herd, or at the very least stimulate independent thinking. There's a big difference between playing market momentum as a short term trader and trying to figure out what the best asset purchases are for longer term investing.
Since 2012 I maintain my own feed of quotes, comments, responses and market insights via Twitter. Not everyone is on Twitter, which explains the requests to make my Twitter items also available through the newsfeed on the FNArena website.
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.
Investors can follow me on Twitter via @filapek
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– Watch me tonight @SkyBusiness YMYC 7-8pm with @MarkTodd8 + @rjmontgomery #ausbiz #investing #XJO #stocks
– Trading Tip from Morgan Stanley: Downer EDI (DOW) to weaken next 60 days following miss NSW Intercity fleet contract #ausbiz #stocks #XJO
– Trading Tip from Morgan Stanley: BlueScope Steel (BSL) to outperform sector next 60 days following weakness #ausbiz #XJO #stocks #investing
– So bored hearing talking heads waffling. Domino's Pizza (DMP) trading on 70x. Really? Forward PE is 55.8x #ausbiz #investing #XJO #stocks
– UBS notes topline & margin pressures for BOQ. Suggests bank would be better off cutting its dividend. Target drops to $10.50 #ausbiz #banks
– ANZ Bank: remain sceptical renewed talks of production freeze by OPEC and other large producers will lead to a deal #ausbiz #crudeoil #XJO
– QBE receiving broker downgrades, but CLSA reiterates Buy, lifting target to $14.10, predicting bright future ahead #ausbiz #XJO #stocks
– Morgan Stanley seems convinced BlueScope (BSL) guidance will be a ripper. Upgrade to Overweight from Equal-weight #ausbiz #XJO #stocks
– CLSA reiterates Buy rating for BWX with target raised to $5.40 #ausbiz #investing #XJO #stocks
– Deutsche Bank summarises it neatly: "Another result, another region disappoints". QBE Insurance. One day, one day #ausbiz #investing #XJO
– Macquarie warns: Flight Centre (FLT) poised to surprise, don't be caught short into FY16 release #ausbiz #investing #XJO #stocks
– CIBC: continue to believe data and underlying risks to the economy won't warrant Fed rate increase until December #ausbiz #XJO #stocks
– Meatloaf sang two out of three aint bad. In finance this translates into 6/10. Adjust expectations http://bit.ly/2bd7e05 #ausbiz #XJO
– Some turnaround stories take an excruciating long time to eventuate. QBE Insurance is a case in point (see W Buffett) #ausbiz #XJO #stocks
– CLSA downgrades G8 Education (GEM) to Sell, target price cut to $2.90, balance sheet concerns #ausbiz #XJO #investing #stocks
– A confident Morgan Stanley warns "The reliable Sep-Oct pullback is nigh". It's about #ironore, of course #ausbiz #XJO #commodities #stocks
– CBA says dangerous downward trends in wages and inflation are very likely to support another RBA rate cut in November #ausbiz #XJO #stocks
– Bell Potter says share price weakness in BWX post FY16 report is buying opportunity. Suking sales to remain strong #ausbiz #XJO #stocks
– Trading Tip from Morgan Stanley: Santos (STO) to outperform sector over nxt 15 days with interim report due #ausbiz #XJO #stocks #investing
– Observation: Domino's Pizza (DMP) share price still hasn't reached $80 price target set by uber-bulls Morgan Stanley, getting close #ausbiz
– Citi economists are now expecting the RBA to deliver another 25bp cut in November, no need for exceptionally low inflation #ausbiz #XJO
– Canaccord Genuity has upgraded Galaxy Resources (GXY) to Buy with 65c price target #ausbiz #XJO #stocks #lithium
– UBS upgrades Aussie 2017 GDP growth estimate from 2.7% to 3.0%, albeit with slightly weaker consumer wealth context #ausbiz #XJO #stocks
– Packaging performer Orora (ORA) further highlighting "expensive valuation" is a relative concept in this market #ausbiz #XJO #stocks
You can add my regular Tweets on Twitter via @filapek
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