FYI | May 15 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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- NAB economists warn: #China ’s share market emerges as a key economic risk in early 2015, as industry remains weak #ausbiz #investing
- Morgan Stanley analysts suggest Fortescue Metals @FortescueNews (FMG) might opt for extra capital to solve debt problem #ausbiz #investing
- Observed: broker price targets for Sirtex (SRX) flying higher again. Macquarie now at $30. UBS moves to $35. Moelis to $35.75 #ausbiz
- Observed: ResMed (RMD) shares now negative performance year-to-date. Were up 30% only weeks ago. Sirtex (SRX) on the other hand… #ausbiz
- Goldman Sachs has added A2 Milk Co (ATM.NZ) to its Conviction Buy List #ausbiz #investing
- ResMed (RMD) tanked in US overnight on failure with SERVE_HF trial. Shareholders in Australia about to see more profits evaporate #ausbiz
- Macquarie updates #commodities: yet more cuts with coal (2x), manganese and tin hardest hit. Prefers solid cash flows in sector #ausbiz
- The question on everybody's mind: are Australian #banks shares now great value for longer term investors? http://tinyurl.com/nloyzxn #ausbiz
- The WPI rose by 0.5% in QI 2015 and annual growth slowed to 2.3%. CBA reports this is lowest annual rate since the series began #ausbiz
- Observed: Stockbrokers' price targets literally go flying higher after GUD Holdings (GUD) announced acquisition and cap raising #ausbiz
- All traders and speculators unite! Tomorrow morning, pre-market open, Sirtex' (SRX) full data release of recent study will happen #ausbiz
- Most economists seem to agree: Fed gov budget keeps RBA on ultra-low accommodative interest rate settings for foreseeable future #ausbiz
- Says UBS: #banks still attractive relative to Term Deposits, but additional rate cuts may be required to drive multiple expansion #ausbiz
- Deutsche Bank sees potential for upside surprise when James Hardie (JHX) reports on May 21 #ausbiz #investing
- On Deutsche Bank's assessment, the mining sector looks expensive vis-a-vis the broader share market in Australia #ausbiz #investing
- Mea Culpa, says Dennis Gartman, going Neutral US #equities was wrong move. Moves cautiously long again #ausbiz #investing
- ANZ Bank finds AUD looks more attractive on the crosses and the AUD/USD decline will be gentler than expected #ausbiz #investing
- BTIG strategist Dan Greenhaus: while we are not screaming bulls, the bias for stocks has been, and remains, to upside #ausbiz #investing
- Moelis upgrades G8 Education (GEM) to Buy with target of $4.41 as Federal Government signals generous child care reforms #ausbiz
- Trading Idea from Morgan Stanley: Santos (STO) shares to weaken over next 30 days post rally with valuation less compelling #ausbiz
- PBoC cut interest rate 2nd time this year. Analysts are expecting another cut in Q3 as #China GDP growth struggles to stay above 7% #ausbiz
You can add my regular Tweets on Twitter via @filapek
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