FYI | Oct 16 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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- Goldman Sachs has removed Tassal (TGR) from its A&NZ Buy List as share price has nearly closed valuation gap
#ausbiz#investing#stocks
- Morgan Stanley strategists reiterate their 12 months target for ASX200: 5,150 because High PEs and negative EPS growth
#ausbiz#investing
- Not without controversy.
@DougKass calls Peak@WarrenBuffett – lots of exposure to old economy, incl Wal-Mart. Goes short Berkshire@ausbiz
? - Standard Life:expect extra fiscal stimulus, but
#China transition to new growth model will remain bumpy + unfriendly for commodity producers
- Canaccord Genuity initiates coverage on Billabong (BBG) – remember them? Buy rating + $0.90 price target on margin increase
#ausbiz#stocks
- Morgan Stanley reiterates Outperform rating for Domino's Pizza (DMP) with $53 price target, But it's expensive, right?
#ausbiz#investing
- Citi calls it "Oil’s Dead Dog Bounce". Reiterates forecasts for lower
#crudeoil prices ahead#ausbiz#energy#stocks#investing
- Credit Suisse expects easier policy by ECB, BoJ, PBoC and RBA to support risky assets. Targets ASX200 at 6000 by end 2016
#ausbiz#stocks
- Morgan Stanley: 20bp rate hike across WBC's entire mortgage portfolio will put meaningful dent fragile housing sentiment
#ausbiz#investing
- Goldman Sachs: Australia November rate cut now highly likely, adding a further RBA rate cut in 1Q16
#ausbiz#lowerformuchlonger#investing
- Goldman Sachs reports financial conditions are already consistent with the need for additional RBA easing. Next cut here we come!?
#ausbiz
? - Are we witnessing a re-rating of smaller cap industrials or is it just the latest market fad? http://tinyurl.com/omasxc9
#ausbiz#investing
- Morningstar's David Ellis says he thinks other banks will follow
#WBC and raise rates over the next week#ausbiz
? - Macquarie: the announcement by a major bank of an out-of-cycle 20bp rate hike all but seals the deal for a November rate cut from the RBA
- Memories about Q2, say Citi
#Commodities analysts, when investors got excited first, then another sell-down ensued.More pain ahead?#ausbiz
? - JP Morgan's global asset allocation view remains risk cycle entering its final quarter; lower returns, broad range-trading, high volatility
- Credit Suisse's favourites among AREITs are (in order) Scentre Group (SCG), Lend Lease (LLC), Stockland (STG), and Mirvac (MGR)
#ausbiz
? - Bell Potter initiates coverage on Rural Funds Group (RFF) with a Buy rating and target price of $1.33
#ausbiz#investing#agriculture
- Noted: Gary Shilling disagrees with the "it's time to Buy
#commodities" crowd. Sees Fed on hold for much longer too#ausbiz#investing
- CLSA's Brian Johnson advises new ANZ CEO to "deemphasise Asia rhetoric and remove the 25-30% APEA earnings contribution target"
#ausbiz
? - Goldman Sachs has added 3P Learning (3PL) to its Small & Mid Cap Focus List. Explains big jump in share price yesterday
#ausbiz#stocks
- Morgan Stanley suggests if Fed rate hike expectations remain absent, USD will weaken, facilitating rally in
#commodities#ausbiz#investing
- Deutsche Bank thinks
#copper will rally into year-end, but remains cautious two-year horizon due structural headwinds#ausbiz#commodities
- On balance, Citi analysts feel there is a strong possibility that recent lows were the lows for the
#commodities cycle#ausbiz#investing
- CBA analysts ask the question: Fed’s delay and slower Chinese economy: chicken or egg?
#ausbiz#investing#stocks
- ANZ Bank predicts
#China GDP to slow to 6.4% in Q3, from 7.0% in H1#ausbiz#commodities#investing
- Spot the difference. Today, UBS cut price target for CSR to $4.15. Macquarie, convinced of housing slow down, cuts to $2.55
#ausbiz#stocks
- Citi commodity analysts retain a constructive view on base metals
#stocks on a 6 months horizon, see better prices into year-end#ausbiz
You can add my regular Tweets on Twitter via @filapek
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