FYI | Aug 07 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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- Stockbroking analysts united in view $3bn capital raising ANZ Bank only offers relief by half. Challenges far from over
#ausbiz#investing
- Rating upgrades for Downer EDI coming in thick and fast today. Except UBS who has downgraded to Neutral
#ausbiz#investing
- I guess today's write-downs by Orica (ORI) was yet another event waiting to become public. (We did warn here at FNArena)
#ausbiz#investing
- What’s in store for banks & resource stocks this earnings season?
@Filapek@MarkTodd8 discuss: http://bit.ly/1HrPjZ9
- All kudos to analysts at Morgan Stanley who have been very persistent and very vocal about ANZ and CBA raising capital
#ausbiz#investing
- Is Morgan Stanley on mission to get CSL share price down to its price target of $83.16? Underweight rating and yet another warning
#ausbiz
- CBA abandons Adani coal monster http://ow.ly/32gONW
- For Commodities, It's 2008 All Over Again http://www.zerohedge.com/news/2015-08-05/commodities-its-2008-all-over-again …
- Macquarie reiterates that permanent supply cuts are desperately needed across many
#metals and bulk#commodity markets#ausbiz#investing
- Investor Survey: cash moving from the sidelines, but it's not flowing into
#equities. Narrative interrupted? http://tinyurl.com/p9zyzag#ausbiz
- Views, insights and expectations for the August local reporting season. Low bar, with plenty of surprise potential http://tinyurl.com/pamruey
- Firm momentum continues for Select Harvests (SHV) but Moelis downgrades to Hold on full valuation. Target $13.33
#ausbiz#investing
- Trading Idea from Morgan Stanley: Domino's Pizza (DMP) shares to rise over next 60 days on anticipated strong FY15 result
#stocks#ausbiz
- Title above Morgan Stanley's assessment of Suncorp's FY15 release: "as good as it gets". Underweight. Target $13.40
#ausbiz#investing
- Morgan Stanley remains pessimistic on CSL, believes FY16 guidance will disappoint. That's going to be an interesting FY15 release
#stocks
- He asked me if I knew what time it was. I said, 'Yes, but not right now.'
- Citi analysts report earnings guidance from US companies on average better than perceived by investors (this should be good thing)
#stocks
- Uh-oh.
@DeutscheBank concerned Macau losing its appeal to premium mass players who now prefer to travel abroad#ausbiz#stocks#investing
- UBS observes oil stocks share prices already assume recovery
#crudeoil prices. If prices stay low for longer, downside risk#ausbiz
- Credit Suisse put
#mining sector under stress test and comes up with preferences for South32 (S32) and Alumina Ltd (AWC) – no diversifieds!
- Credit Suisse has elevated Vocus (VOC) to list of Aus Stock Picks. Outperform. Target $7.28
#ausbiz#stocks#investing
- Bell Potter downgrades Vocus (VOC) to Sell on pending disappointing result plus Amcom not likely contributing until 2018
#ausbiz#investing
You can add my regular Tweets on Twitter via @filapek
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