FYI | May 22 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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- Morgan Stanley removed QBE Insurance (QBE) from its Asia Best Ideas list citing lack of catalyst, recent rally #ausbiz #investing
- Are Australian #banks now a great buy? FNArena lines up the pros and cons http://goo.gl/HXcCAZ #ausbiz #investing
- UBS sees outlook as: bond yields rising, AUD falling, #ironore prices falling. Overweight USD earners & Construction beneficiaries #ausbiz
- UBS strategists suggest Oz sharemarket might have peaked for year, target 5900 by year-end with both banks, miners facing headwinds #ausbiz
- Trading tip from Morgan Stanley: Oil Search (OSH) shares to rise over next 30 days following recent weakness #ausbiz #investing
- UBS analysts returned from #China, suggesting #ironore price should weaken, likely to find floor near US$50/tonne #ausbiz #commodities
- Price for #ironore has peaked, says Citi. Froth coming out, fundamentals remain bad. Predicts sub-$40/tonne in H2. Inquiry anyone? #ausbiz
- Proposed iron ore pricing inquiry: Are we going to do the same in every industry when one competitor claims the price is too low?…#Auspol
- CBA reports: underutilisation in Australia sitting at highest level in 17 years, a period which covers the Global Financial Crisis #ausbiz
- Macquarie: expect more CB easing in next 6 months from China, Indonesia, India, Thailand, Canada and … Australia #ausbiz #investing
- Canaccord Genuity raises price target Nanosonics (NAN) by 10c to $2,20 on latest study. Buy #ausbiz #investing #greataustralianstories
- Trading tip from Morgan Stanley: Goodman Group (GMG), Federation Centres (FDC) to rise next 60 days following weakness #ausbiz
- Trading tip from Morgan Stanley: ARENA REIT shares to rise over next 60 days following share price weakness #ausbiz #investing
- JPMorgan, Macquarie, Citi initiating coverage on South32 (S32) with Buy equivalent ratings on yield, cost out, no debt, no iron ore #ausbiz
- Deutsche Bank downgrades Spark NZ (SPK.NZ) to Sell as analysts believe competition in Broadband is going to bite #investing
- Credit Suisse has commenced coverage on iProperty (IPP) with a $2.90 price target and Neutral rating #ausbiz #investing
- Morgan Stanley thinks Charter Hall (CHC) shares too richly priced. Initiates coverage with Underweight, Industry View Attractive #ausbiz
- Interesting research by Morgan Stanley: tepid wages growth in Australia result strong jobs creation (sounds contradictory, I know) #ausbiz
You can add my regular Tweets on Twitter via @filapek
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