FYI | Nov 14 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
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– Trading tip from Morgan Stanley: Fortescue shares to rise over next 30 days as they have become too cheap in the short term #ausbiz
– Probably the most accurate description: #China is heading for a Long Landing, report analysts from Alliance Bernstein #ausbiz
– On Monday, I will be presenting at ATAA in Sydney – 50 Charts That Will Reveal, Unmask And Surprise http://www.ataa.com.au/meetings
– UBS Tech analysts believe US #equities are set-up for major correction in Q1 next year. S&P500 to return to 1990-1950 #ausbiz #investing
– Goldman Sachs initiates coverage of Cover-More (CVO) with a Neutral rating and a 12-month price target $2.29 #ausbiz
– Morgan Stanley analysts predict #China property market to remain weak for next two years, but no collapse anticipated #ausbiz
– Citi research suggests only one company seems poised to deliver sustainable shareholder value between 2014-20 and that is Northam Platinum
– Macquarie: one of the core positive elements of the banking sector investment thesis, a benign regulatory backdrop, has changed. Underweight
– If pro is the opposite of con, is progress the opposite of congress? (Richard Lederer)
– Westpac sees AUD/USD recovering to 88c by year-end, then to 92c by end-2015 #ausbiz
– The domestic healthcare sector is offering a growing number of interesting industrial investment opportunities http://tinyurl.com/lzkfax6
– Goldman Sachs sees potential for further price weakness #ironore into 2015, but debt risks Fortescue overstated, upgrade to Neutral #ausbiz
– Fun and games with #ironore price predictions. Citi suggests Atlas Iron (AGO) won't be able to repay $270m debt 2017 from cash flow #ausbiz
– Bell Potter initiates coverage on SeaLink Travel Group (SLK) with Buy rating and $2.10 price target with solid growth expected #ausbiz
– Join the club! Citi analysts acknowledge: we have been bearish on #ironore, but not bearish enough.Thinks price can dip into US$50s #ausbiz
– UBS analysts returned from #China trip with observation most steel mills are anticipating lower #ironore prices in 2015 #ausbiz
– A computer makes it possible to do, in minutes, things that in the past were completely unnecessary.
– Remarkable: UBS observes spot uranium jumped by US$5.75/lb to US$42.00/lb (last week) but retains Neutral ratings for Paladin, ERA #ausbiz
– Bell Potter initiated coverage on Nearmap (NEA) with Buy rating and 90c price target #ausbiz
– Trading Tip from Morgan Stanley: Mirvac shares to rise over the next 60 days following recent weakness #ausbiz
– Morgan Stanley: ANZ least preferred major bank because downside risk to consensus estimates + more vulnerable to higher capital requirements
– Macquarie: "We think commodities remain in a secular bear market and the next leg in the cycle is a falling cost curve" #ausbiz
– ANZ's trip to China has highlighted demand conditions #ironore are more challenging than thought. Price won't breach US$100/t again #ausbiz
– At spot #ironore FMG only just covers operating and corporate overheads including tax, interest and dividends, says Morgan Stanley #ausbiz
– Citi adds Newcrest (NCM) to its Australian Focus List on suggesting shares are too cheap #ausbiz
– Morgans upgrades Australia's FTA Media sector to Overweight on increased confidence better outlook. Nine Ent (NEC) favourite #ausbiz
– UBS anticipates mild acceleration global growth 2015-16, with low inflation. RBA to start hiking in July 2015. Non-mining capex to recover
– JP Morgan expects Brent crude #oil to drop below US$70/bbl over the next two months. OPEC likely to disappoint, stronger USD #ausbiz
You can add my regular Tweets on Twitter via @filapek
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