FYI | Apr 02 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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- An Aussie small cap (pre IPO) is trying to revolutionize coal seam gas with ingenious technology: http://goo.gl/9tqdtk #ausbiz
- Australian investors have turned short term bullish on equities, but they are cautious enough to keep cash aplenty http://tinyurl.com/o6zt4ne
- The Fed is discovering starting QE is easier than ending it. A hike in June when data disappoint, USD is strong? http://goo.gl/2e6tsc
- Deutsche Bank's favourite #commodities exposures are RIO, BHP, AWC, SIR, and SFR (for those who haven't lost appetite) #ausbiz
- Trading Tip from Morgan Stanley: Telstra (TLS) shares to drop over next 60 days as competition in mobiles has forced it to respond #ausbiz
- For the number freaks out there: ASX200 index has posted its largest quarterly gain (+8.88%) since September 2009 #ausbiz #investing
- Deutsche Bank analysts observe: #Commodities have maintained their status as world’s worst performing asset class so far this year #ausbiz
- Barclays: US #crudeoil production not slowing fast enough to rebalance market, expects inventory accumulation to accelerate in Q2 #ausbiz
- Citi suggests Fed may not be confident enough to raise rates until year-end. US econ to grow 2-3% with USD providing headwinds #investing
- Macquarie suggests it's time to Buy Qube (QUB) shares as market is underestimating impact from Moorebank. Upgrade to Outperform #ausbiz
- What a backflip by CS on Caltex (CTX) today. Upgrades to Outperform while raising price target to $42.60. Mea culpa maximus #ausbiz
- US #equities: Is An Earnings Recession Without an Economic Recession Definitely Bad? asks Morgan Stanley. Sees EPS growth by year-end
- Morgan Stanley says "yield with growth" now going to outperform high yield, blue chip yield and low yield. Likes AMP, PPT, SUL, MQG and TAH
- Canaccord Genuity reinvigorates speculation Beach Petroleum (BPT) might launch bid for Drillsearch (DLS) post Chevron exit #ausbiz
- Macquarie has "reluctantly" downgraded Xero to Underperform on too much uncertainty, but concedes company has ability to surprise #ausbiz
- Deutsche Bank anticipates #China 's GDP growth will slow to 6.8% yoy in Q1 and Q2 as stimulus has been too late, too slow #ausbiz
- Goldman Sachs upgrades Sims (SGM) to Buy on belief five year strategic plan will be successful #ausbiz
- Trading Idea from Morgan Stanley: Australian Pharma (API) shares to weaken over next 60 days as share price had rallied recently #ausbiz
- Bell Potter has initiated coverage on Integrated Research (IRI) with Buy rating and $2.10 price target; strong growth expected FY15 #ausbiz
- Glushkin Sheff's Rosenberg: markets are better than Fed in forecasting and they signal rates will be lower for longer in the US #investing
You can add my regular Tweets on Twitter via @filapek
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