FYI | Dec 23 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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– Goldman Sachs removes Harvey Norman (HVN) from Australia/NZ Conviction Sell List, but Sell rating remains #ausbiz #XJO #investing #stocks
– FX weighing on LatAm Autos (LAA) revenues, share price says Canaccord Genuity. Sees likely cap raising 2017 #ausbiz #XJO #investing #stocks
– Interest rates should rise in 2017 but at modest pace due to sluggish global growth & cautious global central banks: http://jpmorgan.am/2hgMz09
– UBS research suggests investor concerns about cloud storage costs unwarranted. Maintains Buy, target $4.75 for NextDC (NXT) #ausbiz #XJO
– UBS has joined its peer initiating coverage on Inghams with Buy rating, $3.60 target, attractive valuation with margin upside #ausbiz #XJO
– Nikko am bullish on global #equities as growth likely to surprise in 2017 and central banks not spoiling the party #ausbiz #XJO #investing
– Moelis initiates coverage on Spookfish (SFI) with Buy rating and $0.18/share target #ausbiz #XJO #investing #stocks
– Moelis downgrades Shine Corporate (SHJ) to Hold. Target 90c. Sentiment bad and no catalyst in sight #ausbiz #XJO #investing #stocks
– Macquarie suggests Alumina Ltd (AWC) could potentially offer 10% dividend yield in 2017 #ausbiz #XJO #commodities #investing #stocks
– CBA says nickel, thermal coal prices positioned to increase the most should stimulus boost Chinese demand #ausbiz #XJO #commodities #stocks
– Goldman Sachs downgrades Ingenia Communities Group (INA) to Neutral, removed from Australia/NZ Buy List, lower growth outlook #ausbiz #XJO
– Goldman Sachs upgrades Gateway (GTY) to Buy, target $2.80. Sees "An affordable housing stock" plus takeover appeal #ausbiz #XJO #investing
– CLSA says investors not correctly valuing GTN. Weakness seen as opportunity. Buy. Target $4.60 #ausbiz #XJO #investing #stocks
– “Folks are usually about as happy as they make their minds up to be.” ? Abraham Lincoln
– "One is always a long way from solving a problem until one actually has the answer." – Stephen Hawking
– Time for a pause? asks Ord Minnett as #banks are now trading at a circa 5% premium to broker's fair-value #ausbiz #XJO #investing #stocks
– NAB economists continue to expect 2x RBA rate cuts in 2017, even with FOMC hiking rates #ausbiz #XJO #investing
– Observed: NAB economists note eurozone's GDP growth has remained below 2% every year post GFC. No change expected #ausbiz #XJO #investing
– After re-assessment, Moelis retains Buy rating for NextDC (NXT), but lifts price target to $4.91 #Ausbiz #XJO #stocks #investing
– Moelis upgrades Gateway (GTY) to Buy from Neutral, target $2.46 #ausbiz #XJO #stocks #investing
– I think we can now safely assume Bellamy's (BAL) has been caught out by inventories at suppliers and the news will be bad #ausbiz #XJO
– Uh-Oh. Citi predicts "Jan/Dec oil prices could repeat the exceptional trend of recent years with a weak January" #ausbiz #XJO #energy
– Well said @DougKass "The Meaning of Dow Jones 20,000? There is None!" #ausbiz #XJO #stocks #investing
– Observed: #banks share prices in Australia now all above consensus targets; signaling market sentiment is euphoric #ausbiz #XJO #stocks
– Observed: CLSA maintains Sell rating for aged care providers JHC, EHE and REG post MYEFO #ausbiz #XJO #stocks #investing
– Peter Warnes, Head of Equities Research Morningstar: Looking to 2017, we are living in a higher risk world #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Virgin Australia (VAH) shares to fall next 15 days on higher oil prices #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Perseus Mining (PRU) shares to rise next 30 days as sell-down overdone #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Graincorp (GNC) shares to outperform sector next 15 days on improving outlook, market forecasts #ausbiz
– We generally change ourselves for one of two reasons: inspiration or desperation." – Jim Rohn
– Concludes Macquarie: #ironore prices have remained disconnected to the fundamentals since late October #ausbiz #XJO #investing #commodities
– What 2016 has taught us about investing in equities http://bit.ly/2hxSM71
You can add my regular Tweets on Twitter via @filapek
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