FYI | Feb 17 2012
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:
– Oz stockbrokers today: a re-basing of expectations for WES, tough outlook for AWC, upgrade for GNC, downgrades for MRM, BPT, TTS
– Happy to repeat it time and time again: there's no peak oil doomsday on the horizon http://tiny.cc/y10cq
– Citi analysts in Europe have moved to a bearish view on commodity producers on a 3-6 months view. BHP, RIO among preferred positive targets
– Risk Off was already a feature last week. Equities slowly catching up. Admittedly, the next headline can trigger moves in either direction
– Oz stockbrokers today: Paladin disappoints (downgrades follow) and so does SAI Global (everybody remains confident). Downgrade for LEI
– Observe the divergence between FX, bonds, commodities and equities. Are equity investors ignoring the signals?
– Oz stockbrokers today: downgrades for Mortgage Choice and David Jones, acceptance that JB Hi-Fi is battling the inevitable, cool on LEI
– As predicted by myself in 2010 (and onwards): US companies increasingly turn themselves into dividend payers, tech not an exception
– Says "Bendalaide': internal modeling shows we are not making any profits on new mortgage loans (take that Wayne Swan)
– Bendigo and Adelaide bank just increased resi variable home loans by 15bp to 7.45% – it's no longer about the Big Four
– Deutsche Bank strategists remain positive, suggest investors add more 'risk'. ASX200 targets 4350 by June, 4700 by December
– Oz stockbrokers today: downgrades for Bunnings, Royal Wolf and James Hardie, upgrade for Transfield (but brokers anxious for more bad news)
You can add my regular Tweets on Twitter via @filapek
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