FYI | Sep 23 2011
By Rudi Filapek-Vandyck, Editor FNArena
I joined Twitter. Not because I am curious what this celebrity has to say about her kids, or to read that another one is waiting for a connecting flight, impatiently. Twitter allows me to follow news and commentary sources such as Dow Jones' Marketwatch, Bloomberg News and the Wall Street Journal. It assists me in keeping up with what is happening across the globe, while I am observing and analysing financial markets myself.
While I am on Twitter, reading a quote here and a news flash there, I offer my own succinct insights and commentary. Those amongst you who have already discovered the virtues of a Twitter account can add my Tweets to their daily news via @filapek.
For those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:
– If history can be our guide… equities will find a bottom in October and put in a rally – not guaranteed the rally will last long, however
– AUD a safe haven? Let's see… down 6c in 48 hours… one more myth has been carried to the graveyard… safe havens don't mix with specs
– Admittedly, most investors will find it difficult to distance themselves from the selling in markets but it is the only sane thing to do now
– One of my regular predictions has come through… Microsoft further raised its dividends (share buyback remains)… yield now near 3%
– Slow & steady doesn't just win the race. It utterly crushes the market, and does a victory dance in the rubble: http://mot.ly/oUtb71
– Oz Stockbrokers: Downgrades for Mirvac, Premier Inv, Upgrades (to Hold) for Tabcorp and Telecom NZ; earnings estimates for Premier lowered
– I find myself increasingly in good company. Says Glushkin Sheff's Dave Rosenberg: investors should opt for gold and for solid dividends…
– Remarkable: original Commodities Uber-Bull Don Coxe (BMO) is now recommending investors seek out big dividend payers, with solid earnings
– NAB joins other oil forecasters: oil prices likely to decline in months ahead, Brent outlook "flat" for years ahead (medium term)
– Oz Stockbrokers: Downgrade for Oakton, CS very positive on emerging gold miner Ampella plus Citi re-concludes big miners are undervalued
– Peter Morgan anticipates 2 more difficult years for shares, but now is not the time to say good-bye, he warns; investing is counter-cyclical
– Peter Morgan in AFR today: investors should take a 3 year view and forget about short term noise, picking 4-5% yielding stocks (most are)
You can add my regular Tweets on Twitter via @filapek
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