FYI | Dec 14 2012
By Rudi Filapek-Vandyck, Editor FNArena
I joined Twitter. Not because I am curious what this celebrity has to say about her kids, or to read that another one is waiting for a connecting flight, impatiently. Twitter allows me to follow news and commentary sources such as Dow Jones' Marketwatch, Bloomberg News and the Wall Street Journal. It assists me in keeping up with what is happening across the globe, while I am observing and analysing financial markets myself.
While I am on Twitter, reading a quote here and a news flash there, I offer my own succinct insights and commentary. Those amongst you who have already discovered the virtues of a Twitter account can add my Tweets to their daily news via @filapek.
For those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:
– Some sobering charts for those among us who believe the only way forward for equities is up, up, up http://goo.gl/LSzJ6
– Every newsletter/financial service or so it seems is nowadays promoting "dividend opportunities" – classic case of late to the party?
– Citi believes small resources offer 40%+ potential for the year ahead while for small industrials it'll be all about dividends…
– Citi points out many cyclicals still look cheap with healthy dividends on offer, eroding safety argument for sticking with "defensives"
– Join me on Tuesday for a Two-Hour Special Your Money, Your Call on Sky Business, 7-9pm
– Mineral sands outlook taking hammering (another one). JP Morgan brave enough to stay positive on #Iluka as market should turn in 12 mths?
– Spot Iron Ore – China Import (Fines 62% FE) up $0.10 to US$125.00/dry tonne ^JR
– My final market commentary for the year: Ten 'Biggies' For 2013 – enjoy http://tinyurl.com/cs5fk85
– Stockbrokers back to issuing more downgrades than upgrades. Today's tally = 1-1. Upgrade for WorleyParsons, downgrade for Lend Lease
– Chartist Daniel Goulding has gone short Oz equities, labeling downside risks as "extreme", Goulding has held LT negative view for a while
– BA-ML's Asia-Pac retail analysts have no top picks in Oz, but they hold two Underperform top picks: Woolies (WOW) and Myer (MYR)
– Citi analysts maintain risks for oil price in 2013 is to the downside and OPEC is in a pickle with member states at $110 fiscal breakeven..?
– Office has been terrorised by on-off, on-off internet access these past days. Storm obviously impacting on equipment. Fingers crossed…
– CIMB remains positive on outlook for Amcor (one of my personal favourites in the post-2008 era) – dividends, growth + capital mngt potential
– GS spells it out (again) #CBA shares look expensive. Investors looking for yield should focus elsewhere, including banking peers in Oz
You can add my regular Tweets on Twitter via @filapek
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