FYI | Nov 06 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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- Global
#steel is battling over-supply and falling demand. Macquarie is worried about cracks, Chinese corporate debt, if not worse#ausbiz
- Standard Life: the next five years will be some of the most difficult
#China will have to face as a modern economy#ausbiz#commodities
- CLSA's Brian Johnson post CBA Q1 report: Result in line but quality not great. Stock will likely de-rate in time
#ausbiz#investing#banks
- Citi analysts now even more convinced: Australian
#banks will be forced to cut dividends by 2018#ausbiz#investing#stocks
- Hallelujah! UBS strategists see the light, concluding: Cap-Weighted ASX200 Index Has Earnings Growth Problem. Growth outside Top20
#ausbiz
? - Investors better not bank on a end-of-year rally for
#commodities, argues ANZ Bank. Outlook remains tough#ausbiz#investing
- The UBS analyst covering Domino's Pizza (DMP) must feel very lonely and misunderstood. Target $32.50. Sell
#ausbiz#investing
- Goldman Sachs has downgraded Woodside (WPL) to Neutral on increasingly bearish outlook LNG prices
#ausbiz#commodities#investing
- UBS research suggests Oz healthcare stocks are great buy when market concerns hold share price back (as is now)
#ausbiz#investing
- Trading Idea from Citi: Myer (MYR) looking cheap given improving sales outlook, focus on sales productivity. Buy. Target $1.10
#ausbiz
? - Bell Potter downgrades Senetas (SEN) to Hold from Buy with 17c target (+2c) following recent rally
#ausbiz#stocks#investing
- Bell Potter downgrades SeaLink Travel (SLK) To Hold with unchanged $3.61 target following rally. No doubt about outlook
#ausbiz#stocks
- The Productivity of Chinese Debt Has Gone From Bad to Much Worse – Not Good for Rabalancing http://blog.gavekalcapital.com/?p=9673
- Is this Australia's uncomfortable truth: resources and banks are not going to "do it" anymore? http://tinyurl.com/oc6adz6
#ausbiz#investing
- Trading Idea from Morgan Stanley: Aus Pharma (API) shares to fall over next 60 days following recent appreciation
#ausbiz#investing
- Trading Idea from Morgan Stanley: CSL shares to fall over next 60 days following rally, valuation now less attractive
#ausbiz#investing
- CS is anticipating price recovery in 2016 for steel, aluminium, and refined nickel, but not
#ironore#ausbiz#investing#commodities
- Bell Potter downgrades My Net Fone (MNF) to Hold from Buy with reduced target of $3.50 (was $4.00) on disappointing AGM guidance
#ausbiz
? - Too many uncertainties as Bell Potter downgrades Nearmap (NEA) to Hold from Buy with reduced price target 44c
#ausbiz#investing
- Trading Tip from Morgan Stanley: Oil Search (OSH) shares to underperform sector over next 15 days
#ausbiz#stocks#investing
- Trading Tip from Morgan Stanley: Cochlear (COH) shares to fall over next 60 days as short term valuation less compelling
#ausbiz#stocks
- Only data can prevent Fed from hiking rates in December, says Raymond James. Seems like they're convinced it's finally happening
#ausbiz
? - CS reports raising GST when housing cycle is slowing could have material adverse impact on new home
#construction#ausbiz#investing
- Bell Potter has raised
@FortescueNews to Buy from Hold with unchanged price target of $2.40#ausbiz#investing#stocks
- Canaccord Genuity downgrades Ensogo (E88) to Hold with 12c reduced target following disappointing trading update
#ausbiz#investing
- Canaccord Genuity reiterates Buy on Nanosonics (NAN) with $1.95 price target
#ausbiz#investing
- Trading tip from Morgan Stanley: Primary Healthcare (PRY) shares to rise over next 60 days short term valuation now more compelling
#ausbiz
You can add my regular Tweets on Twitter via @filapek
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