FYI | Dec 11 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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- Morgan Stanley further reduces price target for Cimic (CIM) to $13.10 suggesting Spotless-alike downside in 2016
#ausbiz#investing#stocks
- Goldman Sachs remains underweight Resources (especially energy), targets 5600 for ASX200 by end 2016
#ausbiz#investing#stocks
- Stockbroker Morgans initiates coverage on Aventus Retail Property Fund (AVF) with Add rating, $2.28 target
#ausbiz#investing#stocks
- Credit Suisse added Lend Lease (LLC), Stockland (SGP) to its Oz Top Picks List
#ausbiz#investing#stocks
- Bell Potter initiates Beston Global Food (BFC) with Hold rating and $0.425 target. Still lots to prove
#ausbiz#investing#stocks
- Goldman Sachs not enthusiastic US
#equities 3 months outlook, thinks equities elsewhere to outperform on 12 months horizon#ausbiz#stocks
- Goldman Sachs remains Underweight
#commodities on 3-month basis, mainly due to downside for oil, less bearish over 12 months#ausbiz
? - Don't fight the macro, says UBS. Cuts estimates for Monadelphous (MND) further, target drops to $5.15. Sell
#ausbiz#investing
- The global
#steel industry is in a world of pain, reports Macquarie, and no solution seems to be in near-term sight#ausbiz#investing
- UBS analysis confirms solid growth potential for iSentia (ISD) but is it all priced-in? Neutral with $4.70 target
#ausbiz
? - Ord Minnett downgrades Platinum Asset Management (PTM) to Hold, target $7.91 as flow outlook challenged
#ausbiz
? - Stockbroker Moelis initiates coverage on Simavita (SVA) with Buy rating, $0.56 target
#ausbiz#investing
- A stoic Morgan Stanley retains $0.98 Broadspectrum target. They do not believe Ferrovial's $1.35 offer stands a chance
#ausbiz#investing
- Goldman Sachs sees bright outlook for Super Retail (SUL), but all priced in already. Downgrade to Neutral. Target $10.80
#ausbiz#stocks
- Ignore the commodity, focus on the company, says Goldman Sachs. Newcrest (NCM) upgraded to Buy. Target $14.50
#ausbiz#gold#investing
- Thought of the Day: More Money Has Been Lost Reaching for Yield Than at the Point of a Gun
#ausbiz#investing#stocks
- UBS analysts post
#China trip: normalisation commodity demand seems further away post our trip. Downside risks rising#ausbiz#investing
- CLSA reiterates Incitec Pivot (IPL) as a Conviction Buy on Louisiana ammonia contribution
#ausbiz#investing
- CLSA Initiates Hub24 (HUB) with a $4.42 price target and BUY rating
#ausbiz#investing
- Haven't seen this in a while: spot
#ironore sank below US$40/tonne on Friday#ausbiz#commodities#investing
- Trading Idea from Citi: Aconex (ACX) top pick for December within Small Cap universe
#ausbiz#investing#stocks
You can add my regular Tweets on Twitter via @filapek
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