FYI | Jul 25 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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- UBS sticks with ASX200 year-end target 5800 and 6000 for June 2016 as low growth environment keeps lid on profit growth #ausbiz #stocks
- iSentia (ISD) shares have rallied too hard, says Macquarie. Downgrades to Neutral. Target $3.81 #ausbiz #investing #stocks
- UBS initiates coverage on Gateway Lifestyle (GTY) with Buy rating and $2.47 price target #ausbiz #investing #stocks
- Is Dame Fortuna now smiling upon Data#3 (DTL)? Morgans thinks a turnaround story is emerging. Add. Target 97c #ausbiz #investing
- ANZ Bank analysts: now that dust has somewhat settled, we expect #gold to continue to remain under pressure #stocks #investing #commodities
- CS analysts see support Chinese steel mills for #ironore short term, but anticipate capitulation (again) later in Q3 #investing #stocks
- Tech analysts at UBS point out #gold usually experiences a June-July dip/bottom, before putting on a rally. 2015 repeat? #investing
- According to RBC Capital research, US$1100/oz is critical level for #gold producers in N-Am. Below it #equity value starts eroding #stocks
- Citi upgraded CBA and Westpac to Neutral from Sell on @APRAinfo indication less onerous capital requirements #ausbiz #investing
- Mining #equities have seldom been this cheap, but does it mean they're good investments? My Weekly Insights http://tinyurl.com/nqpuqeh #stocks
- Morgan Stanley: reasonably confident a major market correction not imminent, hence retain our bullish outlook for US #equities #investing
- .@Volkswagen posts its first decline in Chinese deliveries in 10 years because of the slowing economy http://bloom.bg/1CKgt26
- Citi's latest report: "Why Greece's third bailout will (eventually) fail." The sequel nobody wants, but will receive regardless? #investing
- ANZ Bank on #gold : Damage is done! "Sellers of rallies, and wary of buying dips" #commodities #investing
- Canaccord Genuity initiates coverage on Urbanise (UBN) with Buy rating and $1.54 price target, sees strong growth ahead #ausbiz #stocks
- Goldman Sachs remains cautious resources sector, key actionable ideas RIO – Sell, Fortescue – Sell, Newcrest – Buy, South32 – Buy #stocks
- Citi suggests a 25bp rate cut by RBNZ at upcoming meeting is pretty much guaranteed #investing
You can add my regular Tweets on Twitter via @filapek
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