FYI | Aug 26 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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– Word play of today: Select Harvest's (SHV) FY16 missed expectations and Moelis suggests almonds to get roasted… #ausbiz #XJO #investing
– Trading Tip from Morgan Stanley: Incitec Pivot (IPL) shares to weaken over next 60 days as market appreciates downside risks #ausbiz #XJO
– Morgan Stanley: Woolworths (WOW) turnaround already priced in, yet we think in all likelihood it will never actually eventuate #ausbiz #XJO
– Moelis sees buying opportunity in share price decline RCG Corp (RCG). Buy, target $2.05 #ausbiz #XJO #stocks #investing
– CLSA reduced price target Blackmores (BKL) to $110 from $140, rating Sell due to too much uncertainty #ausbiz #stocks #XJO #investing
– Noted: CLSA retains Sell rating with $19 target (up from $18.50) for Woolworths (WOW) #ausbiz #investing #stocks #XJO
– Is August really all about corporate hits & misses? How about stretched valuations? Inside the broker data http://goo.gl/4gQz2E #ausbiz
– Dennis Gartman notes S&P500 futures poised to post weekly reversal on price charts. Ominous signal? #ausbiz #XJO #stocks #investing
– Interesting. UBS (Sell, target $19.30) sticks to view consensus expectations too high for Woolworths, yet shares are rallying #ausbiz #XJO
– Word play of the day, by @DougKass: More Proof that CAT Is a Dog. He's adding more shorts #ausbiz #investing #stocks
– Canaccord Genuity Upgrades Imdex (IMD) to Buy, 56c price target #ausbiz #investing #XJO #stocks
– Citi sees August reporting season as "disappointing". Sees limited upside to ASX200, forecasts 5750 by mid-2017 #ausbiz #investing #XJO
– Citi's base-case for #ironore is average US$55/t in 2H'16E before falling in 2017 to average of US$45/t #ausbiz #XJO #commodities #stocks
– Trading Tip from Morgan Stanley: Japara (JHC) shares to weaken over next 60 days post disappointing FY16 release #ausbiz #XJO #stocks
– CLSA cuts Ainsworth Gaming (AGI) to Sell, target $2.09 on outlook for reduced market expectations post FY16 #ausbiz #XJO #stocks #investing
– Canaccord Genuity initiates Gold Road Resources (GOR) with SPECULATIVE BUY, 85c price target #ausbiz #XJO #gold #stocks
– Moelis reiterates Buy recommendation for Greys Ecom (GEG) with a 12 month target price of $1.55 #ausbiz #XJO #investing #stocks
– Shaw & Partners: market has been more expensive than current levels before,but it usually hasn’t ended well #ausbiz #XJO #investing #stocks
– Citi analysts state now is the time to start selling #gold equities #ausbiz #XJO #investing #stocks
– Moelis initiates Centuria Metropolitan REIT (CMA) with Hold rating and 12 month target price $2.40 #ausbiz #XJO #investing #stocks
– Morgan Stanley initiates Syrah Resources (SYR) with Underweight, target $3.75 as disruption, graphite price weakness loom #ausbiz #XJO
– Macquarie remains a stoic non-believer in the Whitehaven Coal (WHC) outlook story. Underperform. Target $1.10 #ausbiz #XJO #stocks #coal
– Bullish on Bellamy's (BAL)? Ord Minnett has raised its price target to $20 #ausbiz #investing XXJO #China2.0 #stocks
– Moelis upgrades Tassal (TGR) to Buy with revised 12 month price target $4.71 #ausbiz #XJO #stocks #investing
– CLSA downgrades IAG to Sell. Target lowered to $5.10. Retains Sell for Lend Lease (LLC) #ausbiz #investing #XJO #stocks
– CLSA post BlueScope Steel's interim report: "Stock should perform strongly again today" #ausbiz #XJO #stocks #investing
You can add my regular Tweets on Twitter via @filapek
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