FYI | Apr 10 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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- Credit Suisse sees no imminent end to the dividend trade. Raises year-end target for ASX200 to 6500 from 6000 #ausbiz #investingÂ
 - Credit Suisse releases report “Doom and Gloom for Bulks”, then downgrades BHP Billiton to Underperform. New target $30 #ausbiz #investing
 - Citi reports “stubborn oversupply” should continue to let down #crudeoil bulls for a while longer #ausbiz #energy #investing
 - Macquarie reduces #nickel price forecasts leading to “material” reductions in valuations for producers in Australia #ausbiz #Commodities
 - ASX200 only traded above 16x forward PE 3x times since 2001. Every single time, reports Morgan Stanley, a correction has followed #ausbiz
 - Simply too much uncertainty, says Bell Potter. Fortescue (FMG) downgraded to Hold, target price $1.95 #ausbiz #investing #commodities
 - Macquarie suggests regional banks BEN and BOQ might be facing a de-rating in light of increased competition from majors #ausbiz
 - Macquarie calculates “fair value” ASX200 at 6068, implying +3.5% capital return and +4.7% dividend yield for the year ahead #ausbiz
 - Deutsche Bank: that RBA hasn’t acted already suggests hurdle to cut is high, with cash rate expected to end at 2.00% this cycle #ausbiz
 - So I guess the share market, collectively, has taken the view today shall be the day the RBA delivers its next rate cut to keep AUD down…
 - Broker upgrade of the day: Bell Potter raises MyNetFone (MNF) to Buy while increasing price target by 33% to $4 #ausbiz #investing
 - Another spectacle today? #ironore fell by US$2.30 or 4.9% on Monday to US$46.70 a tonne #investing #ausbiz #commodities
 - It is happening… JPMorgan pushes out first Fed rate hike to September following weak econ data thus far into 2015 #ausbiz #investing
 - IHS predicts #China not to benefit greatly from weaker #crudeoil prices. GDP growth anticipated to slow to 6.5% in 2015 #ausbiz #investing
You can add my regular Tweets on Twitter via @filapek
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