FYI | May 23 2014
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
****
– Friday Afternoon #ASX wrap up finale LIVE @ 1pm http://ow.ly/xaoRH with @value_investing's Steve Johnson, Rudi @Filapek + more #ausbiz
– In 2005, a psychologist and an economist taught a group of monkeys the concept of money – Soon, the monkeys began to engage in prostitution
– Not exactly what investors want to hear… Goldman Sachs finds capital management now unlikely for #BHP and #RIO due to lower comm prices
– Morgan Stanley on the other hand… warns dividend growth will slow for #banks and potential for a meaningful de-rating is rising #ausbiz
– Deutsche Bank strategists are Underweight #Banks, now move Underweight #Miners but stay Overweight #Energy stocks #investing
– Investors take note… Deutsche Bank sees double digit return for bank shares over next 12mths; ANZ and CBA greatest return upside #ausbiz
– Barclays' chartists: not currently expecting large-scale shake-out of US equities, price does remain vulnerable to the downside #investing
– It was to be expected… JP Morgan downgrades Woodside (#WPL) to Neutral as share price rises but no new growth on horizon #ausbiz
– Global earnings estimates are now trending lower, Australia is no exception. Time to get worried? My Weekly Analysis http://tiny.cc/2hu8fx
– Ok, so Goldman Sachs is also warning correction for #China property, with follow-on impact for Australia http://tiny.cc/l4t8fx #ausbiz
– Citi predicts: #nickel boom has only just begun. Price to rise to US$26,500/t in 2016. Preferred exposure Western Areas (#WSA) #ausbiz
– Standard Life: US, UK and Germany 3 economies that have delevered most since 2009; key reason for confidence in their recoveries #investing
– Macquarie's lesson from history: Equity returns usually strong in lead-up 1st Fed hike, then slow gradually with each subsequent rate hike
– Deutsche Bank finds #energy stocks look cheap ahead of LNG projects coming into production (I agree). Banks, resources expensive #ausbiz
– Citi warns: In absence of supportive policies, #China property investment growth may fall to single-digit this year, and GDP growth below 7%
– FNArena is gauging investor sentiment this week. You too can participate – only takes 5 minutes of your time http://tiny.cc/k254fx
– Remarkable. MS elevates #CBA to Overweight/sector favourite. #NAB is least preferred. Not all about "value" thus as CBA poised to surprise
– BA-ML on #China : our property team does NOT expect a major correction in the short-term. Gvt serious about support #investing
– Macquarie: Expect pronounced V-shaped business cycle in #China in 2014, more low-key stimulus efforts to support this profile #investing
– Headline grabber for today: #China spot #ironore Fe62% down -2.2% to US$98.5/tonne #ausbiz #investing
– OK,one more time: with valuations full, BA-ML retains cautious view on #banks. NAB now preferred among Big 4, #BEN sector favourite #ausbiz
You can add my regular Tweets on Twitter via @filapek
Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.
