FYI | Nov 25 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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– Observed: CLSA rates Macquarie Group (MQG) High Conviction Buy with price target $95 #ausbiz #XJO #stocks #investing
– Research report title of the week goes to Macquarie: "So-fa, so good". Nick Scali (NCK). Outperform. Target $6.90 #ausbiz #XJO #investing
– Shaw and Partners calls it out: "NCK again showed why it is one of Australia’s very best quality retailers". Buy. Target lifts to $6.75
– Shaw and Partners upgrades MyState (MYS) to Buy following meeting with management. Target lifted to $4.45 #ausbiz #XJO #stocks #investing
– Woolworths has set up an Amazon response unit http://bit.ly/2gm8XEf
– Moelis initiates coverage BPS Technology (BPS) with Buy rating and 12 month target price of $1.35 #ausbiz #XJO #stocks #investing
– Dismayed about #gold's retreat this month? You shouldn't be. It's logical & natural http://bit.ly/2giE9R5 #ausbiz #XJO #stocks #investing
– Morgan Stanley sees potential for negative GDP growth Q3 in Oz, pulling back yoy GDP growth to ~2.0% #ausbiz #XJO #stocks #investing
– Morgan Stanley Trading Tip: APN News & Media (APN) shares to rise next 60 days following weakness #ausbiz #XJO #stocks #investing
– CLSA initiates Perseus Mining (PRU) with Buy rating, price target $0.70 #ausbiz #XJO #stocks #investing
– CLSA's major #Banks study concludes "EPS growth will slow and DPS cuts are likely". Only NAB, CYB, MQG on positve rating #ausbiz #XJO
– Shaw and Partners upgrades Amcor (AMC) to Buy, unchanged price target $16.95 #ausbiz #XJO #stocks #investing
– Citi concludes no relief in sight over-supplied global fertilizer markets. Advocates caution re producers #ausbiz #XJO #stocks #investing
– The return of growth, inflation and portfolio rotation. My weekly Insights https://goo.gl/EPmGMr #ausbiz #XJO #investing #stocks
– CBA now assumes no more RBA rate cuts, but "RBA rate hikes are a 2018 story at the earliest" #ausbiz #XJO #stocks #investing
– Goldman Sachs upgrades A2M to Buy from Neutral on continued growth in #China, margin increase. Target A$2.65/NZ$2.75 #ausbiz #XJO #stocks
– Northern Trust: Technology One’s operational strength warrants a high valuation. Sees "phenomenal long term potential". Buy #ausbiz #XJO
– Vested Equities upgrades Santos (STO) to Buy on expectation of higher oil prices. Target $4.85 #ausbiz #XJO #stocks #energy #investing
– CLSA initiates GTN with a Buy rating and $5.00 target #ausbiz #XJO #stocks #investing
– Moelis keeps Pro Medicus (PME) on Buy following positive AGM, Target $6.11 #ausbiz #XJO #stocks #investing
– .@McCrackenEnergy on why the market cannot sustain investment in new #nuclear or #fossilfuel generating capacity http://plts.co/c9NX306pzRI
– Observed: a stoic Goldman Sachs projects S&P500 at 2200 by late 2017. Where it is… right now!.. #ausbiz #XJO #stocks #investing
– Shaw and Partners upgrades IAG to Hold. "Still looks expensive but the cycle looks to be turning in its favour" #ausbiz #XJO #stocks
– Trading Tip from Morgan Stanley: Automotive Holdings (AHG) to underperform ASX200 next 60 days #ausbiz #XJO #stocks #investing
– Goldman Sachs: Why high commodity prices can be good for the world: Upgrading to overweight commodities in 2017 #ausbiz #XJO #investing
– Broken record alarm: Technology One (TNE) is by far best tech stock listed on ASX. Long term shareholders continue smiling @ausbiz #XJO
– My 8yr-old: "What's this '100 Baggers' book? Me: "How to find stocks that go up 100x". 8yr old: "If he knows how, why bother write book?"
– UBS strategists' base case is for ASX200 to reach 5700 by end 2017; cannot dismiss risk for large sell-off in between #ausbiz #XJO #stocks
– China Devalues Yuan For Longest Streak Ever To 8 Year Lows
– How Trump's children are blurring the lines between politics and business http://read.bi/2gtnYnW
– Stockbroker Moelis upgrades A-REITS as sell-off is seen as overdone #ausbiz #XJO #stocks #investing
– Ooops! Morgan Stanley has to close Trading Idea on CSG (CSV) as profit warning came unexpected. Ouch. #ausbiz #XJO #investing #stocks
– Vested Equities reiterates Buy rating on Aconex (ACX), says share price too cheap. Target $7.50 #ausbiz #XJO #stocks #investing
– Investment advice from Shaw and Partners: "You are in a minefield. Tread carefully" #ausbiz #XJO #stocks #investing
You can add my regular Tweets on Twitter via @filapek
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