FYI | Oct 02 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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- Investor sentiment took a big knock in September, unsurprisingly. (Even) more cash on sidelines http://goo.gl/56D5H6
#ausbiz#investing
- These supply and demand trends are hurting commodities–and they're not going away anytime soon http://bit.ly/1Ln5oaX
? - Canaccord Genuity upgrades OceanaGold to Buy with $2.60 target following 20% share price decline
#ausbiz#investing#gold
- JP Morgan initiated coverage on the "mini" Blackmores, Vitaco (VIT) with Overweight rating (e.i. Buy) and $3 target
#ausbiz#investing
- Macquarie revised AUDUSD forecasts, now predicting $0.66, $0.64 and $0.69 in FY16, FY17 and FY18
#ausbiz#investing
- Revised targets for S&P500 by
@GoldmanSachs imply 6% return for investors in 2015 and 5% return in 2016#ausbiz#investing#stocks
- Trading Idea from Morgan Stanley: Dexus (DXS) shares will rise over next 60 days as price weakness has gone too far
#ausbiz#investing
- Trading Idea from Morgan Stanley: Independence Group (IGO) to outperform next 30 days as short term valuation more "compelling"
#ausbiz
? - Trading Idea from Morgan Stanley: Western Areas (WSA) share price to outperform ASX200 nxt 30 days, shrt trm valuation "compelling"
#ausbiz
? - Trading idea from Morgan Stanley: Whitehaven Coal (WHC) to outperform ASX200 over next 30 days as short term valuation "compelling"
#ausbiz
? - Trading Idea from Morgan Stanley:
@FortescueNews (FMG) to outperform ASX200 over next 30 days as share price too low short-term#ausbiz
? - China holds the largest number of jailed journalists in the world.
- Trading Idea from Macquarie: ASIC review outcome should be imminent for Slater & Gordon (SFG); no adverse findings expected
#ausbiz#stocks
- Aussie
#banks now a screaming buy? Well, they look "cheap", but that's not the full story by a wide margin http://goo.gl/HT6V90#ausbiz
? - Canaccord Genuity upgrades Senex Energy (SXY) to Buy with 24c target (unchanged) post agreement with Santos
#ausbiz#investing
- No quick turnaround for
#commodities, says Deutsche Bank. Counter-cyclical favourites are RIO, ILU, EVN, IGO, MIN, SFR#ausbiz#investing
- Origin Energy (ORG) to announce $2.5bn capital raising. Finally! Santos (STO) next?
#ausbiz#investing#stocks#energy
- Jeff Saut on Dow Theory Sell Signal, Biotech Breakdown, and More http://dlvr.it/CJLTyr
? - Doug Kass (Seabreaze) sees "value emerging" as
#equities finally have discounted his concerns. One more successful test Aug low?#investing
- I told you so, reports Dennis Gartman, it's a bear market and you better believe it. S&P500 on its way to 1420-1550
#ausbiz#investing
- Citi analysts predict improving Australian exports will pressure
#ironore prices lower to around US$50/t over the next two months#ausbiz
? - Goldman Sachs initiated coverage on 3P Learning (3PL) with Buy rating and $2.59 price target, implying 42% upside
#ausbiz#investing
- Citi analysis concludes Asia faces a protracted ‘growth’ crisis, not a financial crisis
#ausbiz#investing
- Citi: world trade growth & China are now supplying hostile external environment for EM, to which it is difficult to call an end
#ausbiz
? - Bell Potter initiated coverage on Senetas (SEN) with Buy rating and 15c target on strong growth outlook for encryption hardware
#ausbiz
? - Deutsche Bank cuts estimates & price targets Aussie
#banks , but still sees value at present levels assuming no recession#ausbiz#stocks
- Citi says
#equities bull market is maturing + volatility rising but too early to call end "given where we are in the profits cycle"#ausbiz
? - Goldman Sachs sees economic outlook for
#China as bumpy deceleration that will last number of years, with govt ready to lend suport#ausbiz
? - Goldman Sachs lowered
#China growth forecasts to 6.4%/6.1%/5.8% for 2016/17/18; EMs impacted most#ausbiz#investing#stocks
You can add my regular Tweets on Twitter via @filapek
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