FYI | Feb 20 2015
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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- CS finds BHP shares "expensive". With a 70-90% payout ratio post South32 spin-off, CS sees the dividend flat for at least 2 years #ausbiz?
- Credit Suisse has initiated coverage on Godfreys (GFY) with Outperform and $3.70 price target #ausbiz
- UBS concludes: Local reporting season looking decent enough, but market has run well ahead of earnings #ausbiz
- According to the Macquarie Absolute QBE index, the shares are now some 7% undervalued. A catch-up opportunity awaiting? #ausbiz
- JP Morgan maintains market underestimating fall in Woodside (WPL) dividends year ahead. Forecasts US77c total payout in 2015 #ausbiz
- Trading Idea from Morgan Stanley: Monadelphous (MND) shares to underperform ASX200 in next 60 days post H1 results #ausbiz
- Citi downgrades ANZ Bank (ANZ) to Sell. Now has all major Four on Sell #ausbiz
- Macquarie summarises it well (on Monadelphous): Earnings bottom not yet in sight #ausbiz
- Love the conviction. Goldman Sachs now keeps it clientele up to date on #energy via monniker 'The New Oil Order' #ausbiz #commodities
- Bell Potter has initiated coverage on language tech co Appen (APX) with Buy rating and 80c target #ausbiz
- It seems like another market myth has just fallen off the bandwagon: Buy ANZ because of its exposure to Asian growth… #ausbiz
- In its drive to stave off a heavily diluting capital raising, analysts suggest Santos (STO) might opt for div reinvestment program #ausbiz
- Admittedly behind the curve but remarkable nonetheless: Citi dropped its price target for Monadelphous (MND) to $8.80. Sell #ausbiz
- UBS believes the case for hiking rates in the US, believed to begin at the June 17th FOMC meeting, has solidified #ausbiz
- Macquarie argues: we are on the cusp of higher inflation (oil is just masking this). As the cycle improves you want equities not commodities
- Citi economists pulled forward forecast of the timing of a further RBA 25bp cut from the April meeting to March #ausbiz
You can add my regular Tweets on Twitter via @filapek
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