FYI | Dec 16 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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– Ord Minnett downgrades Caltex (CYX) to Lighten from Accumulate and target price to $27.50 from $38.00 #ausbiz #XJO #stocks #investing
– CLSA downgrades Crown Resorts (CWN) to UNDERPERFORM, target $11.55 #ausbiz #XJO #stocks #investing
– Warning from Shaw and Partners: SELL Whitehaven Coal (WHC) and ALL coal equities #ausbiz #XJO #stocks #commodities #investing #mining #coal
– Canaccord Genuity downgrades Troy Resources (TRY) to Speculative Buy, target cut to 40c from 50c post profit warning #ausbiz #XJO #stocks
– There is one big difference between genius and stupidity; genius has limits.
– GaveKal: "we worry that equity investors may currently be erring on the side of excessive optimism" #ausbiz #XJO #stocks #investing
– Final presentation on stage for 2016, last night in Chatswood. AIA. And guess who had a great time? #ausbiz #XJO #investing #stocks
– Nicely dressed up, but still a profit warning. Tegel Group (TGH) shares in painful dive today. Not just a story about high PEs #ausbiz #XJO
– Shaw and Partners on Vocus (VOC): "Investors with time frame less than 2 years should invest elsewhere" #ausbiz #XJO #stocks #investing
– Gold getting hammered -1.3% to new lows on #StrongDollar
– Moelis initiates coverage on Elanor Retail Property Fund (ERF) with Buy rating, target price $1.51. Undervalued & high yield #ausbiz #XJO
– Macquarie predicts post OPEC and non-OPEC deals: It is U.S. Shale’s Move Now and the Response will be Massive #ausbiz #energy #XJO #stocks
– Canaccord Genuity lifts target for Metals X (MLX) to 85c from 75c. Buy. Sees "unique proposition" among base metals #ausbiz #XJO #stocks
– Canaccord Genuity upgrades OceanaGold (OGC) to Buy from Hold,lifts target to $4.40 post 2017 guidance #ausbiz #XJO #gold #stocks #investing
– Observed: $30 has become new target for BHP Billiton post yet more coal strength, further upgrades to forecasts #ausbiz #XJO #commodities
– Is market finally starting to pay attention? Morgans upgrades NextDC (NXT) to add, target $4.01, says "compelling entry point" #ausbiz #XJO
– Morgan Stanley upgraded price targets for BHP, RIO to $30 & $71 respectively. Sees both as attractive #ausbiz #XJO #stocks #commodities
– CLSA says market sources suggest Bellamy's (BAL) facing growth hurdles post excessive price discounting #ausbiz #XJO #stocks #investing
– Yet another one… Citi analysts reiterate NextDC (NXT) shares are way too cheap. Buy. Target $4.50 #ausbiz #XJO #stocks #investing
– When there is a near universal view that mkts cant go down, it will go down @DougKass #ausbiz #XJO #investing #stocks
– Citi's new Small Cap Buy Idea is Sino Gas & Energy (SEH). Buy/High Risk, $0.18 target price #ausbiz #XJO #investing #stocks
– Shaw and Partners upgrades IAG to Buy from Hold on prospect for higher bond yields. New target $14.13 (was $10.95) #ausbiz #XJO #stocks
– Canaccord Genuity upgrades AWE Ltd to Buy from Hold on more bullish gas comments management. Target 73c #ausbiz #XJO #stocks #investing
– Morgan Stanley downgrades Flight Centre (FLT) to Underweight from Equal-weight, price target $25 #ausbiz #XJO #stocks #investing
– Observed: Citi's Small Caps Top Sell Ideas are A2 Milk (A2M) and Bellamy's (BAL) #ausbiz #XJO #stocks #investing
– Inequality is a 'ticking time bomb', says Nobel Peace laureate Muhammad Yunus http://wef.ch/2hm9sPq
– Noted: the Oxford Dictionaries Word of the Year 2016 is… post-truth. Scary, but well chosen #ausbiz #XJO #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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