FYI | Jul 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
****
- Observation: stockbroker Morgans expects at least 1 more RBA cut, maybe 2 more. Target ASX200 remains 5689 #ausbiz #investing #stocks
- Goldman Sachs downgrades Reckon (RKN) to Sell post rally as fundamentals seen deteriorating #ausbiz #investing #stocks
- Goldman Sachs maintains: beaten down #mining stocks do not yet offer buying opportunities post #china inspired sell down #ausbiz #stocks
- Citi cut #crudeoil price forecasts 2015 Brent oil by 7% to US$58/bbl, 2016 by 7% to US$63/bbl #commodities #ausbiz #stocks #investing
- Credit Suisse has lowered price target for Medibank (MPL) to $2.05, "inspired" by belief company guidance for FY16 won't be flash #ausbiz
- Uh-Oh. Morgan Stanley maintains Medibank (MPL) not going to "inspire" in August. Underweight. Bias towards disappointment #ausbiz #stocks
- Citi economists change view: Grexit now becomes base case scenario. It'll happen, three years max. Light at the end of tunnel? #investing
- Aurelia Metals (AMI) about to lose control of its future? Macquarie ceases coverage. Bad omen? #ausbiz #investing #stocks #commodities
- Quote of the day: @DeutscheBank on Greece versus EU; Take it or Break it #ausbiz #investing #stocks
- Macquarie suggests #gold can still act as safe-haven, though conditions in which likely to do so are narrower than many had thought #ausbiz
- Trading idea from Morgan Stanley: Orica (ORI) shares to fall in next 30 days following decision to close 50% Yarwun plant #ausbiz #stocks
- Can you hear that sigh of relief? It's Standard & Poor's having not included Chinese #equities into MSCI indices as yet #investing #stocks
- Citi updates #commodities prices forecasts. Conclusion: for South32 (S32) all pain and no gain. Still price target $2.40 #ausbiz #stocks
- Context: Macquarie already forecasts average #ironore price in 3Q15 US$48/t. Last dropped US$5.60, 12.7% to US$44.10/t #ausbiz #commodities
- Yield Conversion in the share market. How to use the new 4-6% range to investors' own benefit http://goo.gl/rnZ6sh #ausbiz #investing
- Morgan Stanley sticks to its conviction: analysts are too optimistic on Woolworths' (WOW) margins. Retains $21 price target #ausbiz #stocks
- Shanghai YTD gains are in single-digits now (9%). Was 60% a month ago. Shenzhen return 31%, from 122% on June 12. $SHCOMP
- JP Morgan suggests trading opportunity Iluka (ILU) shares as June quarter prod report next week likely to show strength #ausbiz #investing
- "This is a friends and family bail-out," an analyst who asked not to be named told AFR China correspondent @AngusGrigg
- Bloomberg breaking news: China’s Shanghai Composite Index Falls 8%, Most Since 2007
- Not seeking excuses or to blame, but, seriously, has anyone thought about robots trading impact amidst low volumes? #stocks #investing
- Macquarie maintains RBA still likely to cut in November as weakness domestic economy will reveal itself #ausbiz #investing
- How do you say ‘whatever it takes’ in Mandarin? http://bloom.bg/1H3Foc6
- Oh nothing, just 651 Chinese companies getting their shares suspended since the end of June. 651. http://on.ft.com/1dIYKM8
- Speculation mounting about tie-up between Beach Energy (BPT) and Drillsearch (DLS) now the latter is without CEO #ausbiz #investing
- Traders in #copper spooked by prospects increased supply while demand growth appears absent. Dr Copper no longer reliable indicator #ausbiz
- Macquarie reports many in #gold market puzzled as to why gold has not benefitted more from recent developments. Proves Fed is key? #ausbiz
- ANZ Bank #commodities team recommends buying spot #palladium at market, targeting at least a 10% rally, supply deficit looming #ausbiz
- Has ANZ Bank's Asian strategy come unstuck? Macquarie today even suggests div payout not sustainable, despite more asset sales #ausbiz
- Trading Idea from Morgan Stanley: James Hardie (JHX) shares to outperform rest of sector over next 60 days #ausbiz #investing #stocks
- Greeks are mad as hell and won't take it anymore @elerianm http://bv.ms/1JHIZ6I
You can add my regular Tweets on Twitter via @filapek
Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.
