FYI | Apr 04 2014
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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– Macquarie analysts returned from #China visit with impression conditions are tough and most are bearish on #commodities. Low point?
– Citi thinks #China GDP may have dropped to 7.3% in Q1, with weakness to impact on Q2 too #investing
– Overnight: US #equities lower. #Oil higher. #Gold lower. Base #metals mixed, #copper lower. #Ironore up US20c to US$115.50/tonne #investing
– CLSA has now lost confidence in #Goodman Fielder turnaround. "Bitten In The Buns" Downgrade to Underperform, target $0.50. No-Go #investing
– Stockbroker headline of the day: JP Morgan on Goodman Fielder; Still waiting for the sun to come out tomorrow #investing
– Response from CS says it all: Demerger would get our support – but don't expect a substantial #BHP re-rating #investing
– Overnight: US #equities up. #Oil down. #Gold up. Base #metals up. #Ironore fell by US$2.30 to US$115.30/tonne #investing
– Observation by Goldmans: Australia is the only country without a small cap premium. Thinks time for small caps outperformance has arrived
– Remarkable: CLSA is anticipating the return of the yield trade in 2014, nominates Tabcorp as one potential surprise to upside #investing
– Broker title of the day: "BHP Billiton ready to take out the trash" – thanks to CLSA #investing
– Predicts BA-ML: #China not to announce big stimulus, but fiscal measures instead to stabilise growth #investing
– Interesting. #BHP Billiton's demerger plan involves shifting #coal assets into separate entity, with #nickel, #aluminium and other non-core
– How to avoid the PE Ratio Trap. Rudi @Filapek-Vandyk explains dangers of relying on PE [Video] http://ow.ly/vcktx #ausbiz #asx #stocks
– Overnight: US #equities up. #Oil down. #gold down (US$1280). Base #metals mixed higher. #Ironore up US80c to US$117.60/tonne #investing
– It's happening alright.. JP Morgan the latest to cut #ironore estimates to US$118/t this year, sticks to US$110/t in 2015, US$100/t in 2016
– #Investors: “know why you’re investing, what you want & what your aim is, & don't get off course”. #ASXvideo @Filapek http://bit.ly/1dJbsub
– Reports CS: Are buyers of Rio Tinto (#RIO) and Fortescue (#FMG) as our analysts expect considerable increases in free cash-flow #investing
– Overnight: US #equities rally. $Oil down. #Gold down. Base #Metals down, but #Nickel up. #Ironore up $4.50 to US$116.80/tonne #investing
– The PE Ratio trap and how to avoid it http://ow.ly/vcktx Rudi @Filapek-Vandyk explains dangers of relying on PE [Video] #ausbiz #asx
– Whoppa! BAML thinks #REA Group share price can possibly reach $100 in two years' time. But no, surely no, because the PE is too high today?
– Goldman Sachs analysts acknowledge #coal prices unsustainably low, and recovery should follow, but risks remain firmly to the downside
– CLSA believes McMillan Shakespeare (MMS) shares have again become too cheap. Upgrade to Buy, price target $12.60
– Citi's asset allocation team remains focused on #equities – still best asset with best returns, #bonds ok short-term, but sell-off looming
– Citi strategists believe global #equities need earnings growth to come through for further upside, but consensus too positive = downgrades
You can add my regular Tweets on Twitter via @filapek
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