FYI | Jan 31 2014
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:
– Goldman Sachs warns for likely negative earnings surprises APN, DJS and WTF, positive on AUB, FXL, CDD and SFW in Feb reporting #investing
– Morgan Stanley sees weakness ahead fr Downer EDI, Monadelphous shares as expectations too rosy leading into results, WOR to rise #investing
– Morgan Stanley slashes forecasts for mining services providers predicting 2014 will be even more challenging than 2013 #investing
– Citi no longer considers Forge Group (#FGE) "investment grade" as dilutive capital raising has become near certainty. Downgrades to Sell
– Morgans believes Flight Centre (#FLT) will again shine in Feb reporting season; further outperformance predicted, upgrade to Add #investing
– Trading Tip from Morgan Stanley: Fortescue Metals (#FMG) shares to rise over next 60 days following recent weakness, remains top pick miner
– Trading Tip from Morgan Stanley: Domino's Pizza (#DMP) will once again outperform in Feb reporting season, share price to rise next 45 days
– Uh Oh. Certainly something to keep on one's radar – #China weaknesses to continue resurfacing in 2014 http://bit.ly/1f95akD
– UBS says troubles in Emerging Markets won't derail global economy; correction equities short duration, DM #equities to outperform in 2014
– UBS "very bearish" on #China banks longer term, but sees shorter term window for trading opportunities #investing
– David Rosenberg: problem is we haven't seen a normal correction for so long that nobody, including the media, remembers how to deal with it
– If you're in need of another bearish warning, here's… at your service: http://goo.gl/0gtMFn #investing
– ANZ warns: Be wary chasing #gold rallies near-term as Chinese demand about to wane, decision Indian gold import controls end-Feb at earliest
– Observation: #BHP Billiton shares have (again) fallen to near 4% forward consensus dividend support (AUD/USD corrected). Support to kick in?
– UBS' Stock Picks among Emerging Companies: Flexigroup, Premier, Technology One, Vocation, Mermaid Marine, Macq Atlas Road, Transpacific
– Trading Tip from Morgan Stanley: both NAB and Santos shares expected to underperform the index in the 60 days ahead #investing
– Morgan Stanley believes National Australia Bank poised to disappoint investors. Too much hope and anticipation and too little achievement?
– Macquarie quant analysts nominate Ausdrill, News Corp, Transfield as likely to deliver negative surprise in Feb reporting season #investing
– Macquarie quant analysts nominate Slater & Gordon, Computershare and Domino's Pizza as likely to deliver positive surprise in Feb reporting
– IG's Evan Lucas suggests January price action overdone: Look for green on screen on Wednesday and Thursday as markets poised to pop back…
– Danske Bank: expect #China data to show signs of slower growth in coming months; to large degree lagged response PBoC’s monetary tightening
Danske Bank: expect #China data to show signs of slower growth in coming months; to large degree lagged response PBoC’s monetary tightening
You can add my regular Tweets on Twitter via @filapek
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