FYI | Mar 27 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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- Join me tonight @SkyBusiness Your Money, Your Call. Bonds vs Equities, 8-9pm with Mark Todd and Adam Goldstien #investing
- Noted: UBS suggests BOQ's dividends are unsustainable. Market seems to disagree, for now #ausbiz #investing
- Stockbroker Morgans has initiated coverage on Ansell (ANN) with a $29.20 target, but only a Hold rating (despite implied 9% upside) #ausbiz
- Trading Tip from Morgan Stanley: Echo Entertainment (EGP) shares to rise over next 60 days supported by rising forecasts #ausbiz #investing
- Trading Tip from Morgan Stanley: Sky City (SKC) shares to rise over next 60 days on the back of rising forecasts #ausbiz #gaming #investing
- Trading Tip from Morgan Stanley: Crown (CWN) shares to rise in next 60 days on the back of rising forecasts #ausbiz #investing
- Does capital management deliver shareholders tangible benefits? You bet! Macquarie researched 20 years of data: http://tinyurl.com/qbkcrj3
- Observed: number of chartists turning "cautious", "worried" or even "bearish" on US #equities is muliplying. Transports never confirmed high
- BTIG Update: US Q1 GDP growth estimate now tracking close to 1%. May end up even lower. But wait…QE is working, right? #ausbiz #investing
- Are weak #crudeoil prices a net negative for US labour market? The Conference Board has a few stats to open debate http://goo.gl/Q9fwdL
- #Banks expensive? UBS analysts report this month they had to expand the 'Y' Axis on their bank multiple charts for the first time since 1998
- Research title of the day: "Dude, where’s my demand?" (Morgan Stanley on metals). Prefers base metals over bulks #ausbiz #investing
- Macquarie: Fed’s revised outlook likely removed a lot of patience at the RBA. We think risk that the RBA cuts in May has increased #ausbiz
- It's not yet too late to turn more cautious on Fortescue Metals (FMG), says Morgan Stanley. Downgrades to Underweight, cuts target to $1.65
- I think a lot of March's price movements can be explained by "short covering". It's what a reversal in USD triggers #ausbiz #investing
- Bell Potter downgrades Vocus (VOC) to Sell on concerns about slowing growth in core data operations #ausbiz #investing
- Dennis Gartman observes both #crudeoil and #gold have posted reversal signals on price charts #ausbiz #investing
- Trading Tip from Morgan Stanley: WorleyParsons (WOR) shares to outperform ASX200 next 60 days as the shares have become too cheap #ausbiz
- HSBC says USD rally is nearing its end, arguing many arguments currently being used to justify extension likely already priced in #ausbiz
- Goldman Sachs continues to expect Fed to begin tightening in second half of 2015, US Treasury yields to rise at moderate pace #ausbiz
You can add my regular Tweets on Twitter via @filapek
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