FYI | Dec 09 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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– Early indications suggest Sirtex's (SRX) market update falls circa 23% short of market consensus. Big downgrades forthcoming #ausbiz #XJO
– Moelis initiates coverage Medical Developments (MVP) with a Buy rating, 12 month target price of $6.20 #ausbiz #XJO #stocks #investing
– Another 1 bites the dust… Sirtex Medical (SRX) joining queue small cap growth cos issuing profit warning. Shares down -50% #ausbiz #XJO
– Trading Tip from Morgan Stanley: Nine Entertainment (NEC) to rise next 60 days on strong Stan momentum #ausbiz #XJO #investing #stocks
– Trading Tip from Morgan Stanley: Fairfax Media (FXJ) shares to rise next 60 days on strong Stan momentum #ausbiz #XJO #investing #stocks
– Canaccord Genuity initiates coverage oOh!Media (OML) with Buy rating, target $4.95; positive on acquisition #ausbiz #XJO #investing #stocks
– Canaccord Genuity initiates coverage APN Outdoor (APO) Hold, target $5.60, principally around softness bus + tram advertising #ausbiz #XJO
– Canaccord Genuity initiates coverage QMS Media (QMS) with Buy rating, target $1.50. Preferred stock in outdoor sector #ausbiz #XJO #stocks
– "The difference between the impossible and the possible lies in a person's determination." – Tommy Lasorda
– CLSA initiates Mantra (MTR) with Buy rating and $3.95 price target, says "growth story intact" #ausbiz #XJO #stocks #investing
– Observed: CLSA elevates A2 Milk (A2M) to its Top 15 Stocks for 2017, replacing Boral (BLD) #ausbiz #XJO #stocks #investing
– The narrative for global financial markets has changed, and quite dramatically. My Weekly Insights: https://goo.gl/UWjxEg #ausbiz #XJO
– Moeilis remains worried about Estia Health's (EHE) debt, cash flow, future capital. Hold maintained, target $3.14 #ausbiz #XJO #investing
– Shaw and Partners initiates Managed Accounts Holdings (MGP) with Hold, Target $0.33: Attractive industry, but growth priced in #ausbiz #XJO
– Shaw and Partners initiates Hub24 (HUB) with Sell, target $4.10. Says "overpriced, overhyped, overzealous" #ausbiz #XJO #stocks #investing
– Shaw and Partners initiates Fiducian Group (FID) with Buy, target $4.60: "Under-the-radar integrated wealth management player" #ausbiz #XJO
– NextDC (NXT) take-over target? CLSA says stock now trading on 2x P/B vs global peer average 4.8x. Well over-sold. Buy #ausbiz #XJO #stocks
– U.S. Shale Producers Increase Hedges, Frustrating The Already Weak OPEC Strategy http://seekingalpha.com/article/4028645-u-s-shale-producers-increase-hedges-frustrating-already-weak-opec-strategy?source=feed_f … $USO $OIL $UWTI $UCO $DWTI $SCO
– 5% lift in USD since US Presidential election only the beginning, says CBA."We anticipate another 10% rise in the USD" #ausbiz #XJO #stocks
– Moelis upgrades G8 Education (GEM) to Buy with a $3.83 price target following market update #ausbiz #XJO #stocks #investing
– BMW Finance to pay $77m in customer compensation as ASIC discovers "poor business practices" #ausbiz #XJO #stocks #investing
– Shaw and Partners downgrades AGL to Hold ahead of "volatile near term trading" #ausbiz #XJO #stocks #investing
– CLSA downgrades Bellamy's (BAL) to Sell, target $6. Questions management's credibility #ausbiz #XJO #stocks #investing
– Observed: CLSA retains Buy rating for A2 Milk (A2M), price target $2.60. Considers Bellamy's (BAL) warning company specific #ausbiz #XJO
– Trading Tip from Morgan Stanley: Sirtex (SRX) shares to rise next 15 days #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Primary Healthcare (PRY) shares to rise next 15 days #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Monash IVF (MVF) shares to rise next 15 days post weakness #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Integral Diagnostics (IDX) shares to rise next 15 days #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Australia Pharma (API) shares to fall next 15 days post rally #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Ansell (ANN) shares to rise next 15 days post US Nov ISM #ausbiz #XJO #stocks #investing
– Daily iron ore contract volumes are reportedly up 400%+ from 2015 levels. How much price impact exactly is speculative froth? #ausbiz #XJO
You can add my regular Tweets on Twitter via @filapek
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