FYI | Jun 05 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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- Trading Idea from Morgan Stanley: Metcash (MTS) shares to perform better than peers over next 30 days (relative call) #ausbiz #investing
- Trading Idea from Morgan Stanley: Virtus Health (VRT) shares to rise over next 60 days following recent sell-off #ausbiz #investing
- Dennis Gartman sticks to decision to remain neutral on US #equities. Sees plenty of reasons to worry though #ausbiz #investing
- Results from May Investor Sentiment Survey are out and -surprise, surprise- general mood darkened post March http://goo.gl/QDf0J7 #ausbiz
- I'll be presenting at AIA National Investors Conference, Search for Returns, The challenges ahead, Aug 2-5, Surfers http://goo.gl/ATges5
- What is weighing on Medibank Private (MPL) shares? Well, it appears the company is "doing a Woolworths". Not Good http://tinyurl.com/nwxb8mu
- Selling hitting Australian #equities this week seems portfolio driven, top down. Foreigners taking no prisoners? #ausbiz #investing
- Morgan Stanley has initiated coverage on South32 (S32) with Outperform and $2.55 target. Sector view In-Line #ausbiz #investing
- Morgan Stanley says growth challenges remain, but RBA very reluctant. Pushes out next rate cut projection to 1.75% in Q4 this year #ausbiz
- Citi strategists on US #equities: Moderate gains are likely by year-end but one should not expect a huge 2H15 rally #ausbiz #investing
- GaveKal notes strong appreciation of trade-weighted US dollar in past four years has made domestic US producers less competitive #ausbiz
- RBA on hold and provide no firm guidance on rates. They expect econ to remain weak so all risks skewed to further easing. #ausecon #auspol
- Goldman Sachs added A2 Milk (ATM.nz) to Small & Mid Cap Focus List, reports significant outperformance list in May #ausbiz #investing
- NAB analysts forecast #ironore spot prices to average US$60 a tonne in 2015 and ease further to US$57 a tonne in 2016 #ausbiz
- Canaccord skeptical Brent prices are in sustainable rally, relatively bearish outlook on pricing for remainder of 2015 #ausbiz #crudeoil
- ANZ Bank says drawing strong (negative) conclusions from the CAPEX survey alone is brave – don’t read too much precision into CAPEX numbers
- Trading Idea from Morgan Stanley: Magellan Financial (MGF) shares to weaken over next 30 days due downside risk funds flows May #ausbiz
- Trading Idea from Morgan Stanley: UGL shares to weaken over next 60 days on disappointing clean up and post rally #ausbiz #investing
- Morgan Stanley reports 12-month forward multiple ASX200 dipped below 16x first time in 2015, still trading 13% premium to long-term average
- Deutsche Bank continues to rate F&P Healthcare (FPH.NZ) a Buy, but now "with increased conviction". Target NZ$7.94 #ausbiz #investing
- Dennis Gartman says he's become nervous about margin debt among US investors. Intends to reduce exposure to #equities #investing #ausbiz
- Uh-Oh. June might prove even more challenging for investors than May, suggest analysts at BBH. No US Recession though #ausbiz #investing
- Goldman Sachs warns Aussie Small Caps to suffer from liquidity drop in years ahead as central banks tighten policies #ausbiz #investing
- Deutsche Bank reports #commodities are trading at their cheapest valuation relative to equities since the early 1970s #ausbiz #investing
- Global funds flow statistics suggest the world is jumping on board the #China #equities rally. US$4.2bn inflow China ETF alone week May 27
- Morgan Stanley has included Lend Lease (LLC) in Top Picks list of developers in Asian region, Stockland (SGP) among Least Preferred #ausbiz
You can add my regular Tweets on Twitter via @filapek
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