FYI | Feb 14 2014
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:
– My view as to why the ASX200 is unlikely to fall below 5000 this year: http://bit.ly/1meJo55
– Moelis says TechOne (#TNE) offers one of the more reliable sustainable 15% pa NPAT growth profiles in Small Industrials segment #investing
– Credit Suisse thinks iiNet (#IIN) is due for a serious re-rating #investing
– Overnight: base #metals mixed. #Oil up on bad weather. #Gold quietly staging come-back. #ironore down 80c to US$120.00 a tonne #commodities
– David Rosenberg observes: just when a growing number of commentators were predicting a larger correction for stocks, the market rallies!
– BA-ML concedes #China #equities look oversold and probably due a rally, but long term bear market remains in place #investing
– Macquarie goes against the herd regarding #uranium price outlook: don’t expect any meaningful price gains this year (even post Kayalekera)
– Says Citi: "we remain buyers on weakness though another 3%- 5% drop cannot be ruled out before the march to 1,975 by year-end can evolve"
– Morgan Stanley is anticipating result disappointment from Boral (#BLD), anticipates weaker share price #investing
– Overnight markets post the bounce: #metals generally lower, oils mixed, #gold up and #ironore down 10c to US$120.80 a tonne #investing
– Morgan Stanley says David Jones (#DJS) turnaround story in progress, investors should get on board, plus #AMP shares too cheap #investing
– UBS calls 2014 Year of the Shareholder (in #mining sector). Investors should focus on degearing, cash flows and volume expansion #investing
You can add my regular Tweets on Twitter via @filapek
Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.
