FYI | Oct 14 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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– National Australia Bank (with conviction): "COAL PRICE REBOUND UNLIKELY TO BE SUSTAINED LONG TERM" #ausbiz #XJO #coal #China
– Dennis Gartman concerned something "bearish" is developing in US #equities. Trend lines about to be broken. Bull market under threat? #XJO
– Research report title of the day: Janus is next to godliness! [CLSA on Henderson-Janus merger proposal] #ausbiz #XJO #stocks #investing
– Noted: Morgans expects Bellamy's (BAL) to release upbeat trading update at the AGM on October 19 #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Dexus (DXS) shares to rise over next 60 days post recent weakness #ausbiz #XJO #stocks #investing
– Wells Fargo CEO John Stumpf lost his job. Seldom witnessed a demotion as overdue as this one #ausbiz #XJO #stocks #investing
– Citi predicts fall for bulk #commodities; downgrades BHP & RIO to Sell. Alumina is also downgraded to Sell #ausbiz #XJO #stocks #investing
– The two new buzzwords in finance are "rotation, rotation". My Weekly Insights: https://goo.gl/Mgoab8 #ausbiz #investing #stocks #XJO
– Bell Potter initiates Money3 (MNY) with Buy, $2.40 target on strong growth outlook with additional opportunities #ausbiz #XJO #stocks
– Goldman Sachs, post #China visit, retains bearish iron ore view as key conviction commodity call, Sell for Fortescue Metals #ausbiz #XJO
– ASIC Deputy Chairman Peter Kell will hold teleconference to discuss findings of ASIC report on Life Insurance Claims #ausbiz #XJO #stocks
– NSW's Baird gvt backflips on greyhound ban and Credit Suisse upgrades Tabcorp (TAH) to Outperform, target $5.60 #ausbiz #XJO #stocks
– Citi downgrades NAB to Neutral, target $30.50 following sector outperformance on investor rotation #ausbiz #XJO #stocks #banks
– Citi says it: share price drop "excessive". Upgrades Vocus (VOC) to Buy, reduced target of $7.40 on reduced forecasts #ausbiz #XJO #stocks
– Donald Trump, of course, ‘won’ the presidential debate http://on.mktw.net/2dX3srd via @BrettArends
– Message from Chicago Fed's Charles Evans in Sydney: inflation not going anywhere for long time, supported by low rates #ausbiz #XJO #banks
– Bell Potter upgrades SeaLink Travel Group ((SLK)) to Buy, target $4.97 post share price decline without earnings fall #ausbiz #XJO #stocks
– Research report title of the day: King Dollar raises his staff but only some commodities bow down (Citi) #ausbiz #XJO #stocks #commodities
– CLSA suggests many #resources stocks have run too fast, too high. Downgrades Western Areas (WSA) to Sell #ausbiz #XJO #investing #stocks
– Trading Tip from Morgan Stanley: Estia Health (EHE) shares to underperform ASX200 over next 60 days #ausbiz #XJO #investing
– Trading Tip from Morgan Stanley: Bank of Queensland (BOQ) shares to outperform ASX200 over next 60 days #ausbiz #XJO #investing
– CLSA reiterates positive views on A2M, Buy, target $2.40 and BAL, Outperform, target $14.70 #ausbiz #XJO #investing #China #stocks
You can add my regular Tweets on Twitter via @filapek
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