FYI | Feb 13 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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- I'll be appearing on @SkyBusiness Business View today, 4.30-5.30pm, joining @DGPetrie and John @John_Durie and @henryj007 is next! #ausbiz?
- Clearly not everybody's cup of tea, but Macquarie reiterates Transurban (TCL) as stand-out low risk investment, with more upside #ausbiz
- CBA firmed up RBA rates view after job numbers yesterday. Now rate cut pencilled in for March. Expect 2% to mark the cash rate low #ausbiz
- Post deliverance of shareholder benefits, Macquarie downgrades Rio Tinto (RIO) to Neutral, lifts target to $63 #ausbiz
- Uh-Oh. Citi analysts suggest Santos (STO) is going to "review" dividend policy in order to stave off capital raising requirement #ausbiz
- ANZ Bank recommend selling the AUD at USD0.7720, with an initial target at USD0.7300 and a stop at USD0.7880 #ausbiz
- Did Macquarie just raise its price target for CommBank (CBA) shares to $99? (Hint: yes, they did) #ausbiz
- Citi downgrades CommBank (CBA) to Sell as valuation is simply seen as reflecting all the good news already #ausbiz
- How deep WPL's div cut? Should WOW be re-rated? Time to take profits? My weekly Insights, incl All-Weather Stocks, http://tinyurl.com/n9kpmb8
- ANZ Bank finds weakness in #energy markets is threatening to derail LNG’s emergence as the preeminent energy source in Asia #ausbiz
- Trading Tip from Morgan Stanley: Qantas (QAN) shares to rise over next 30 days #ausbiz
- Trading Tip from Morgan Stanley: Toll Holdings (TOL) shares to fall over next 15 days following recent appreciation #ausbiz
- ANZ Bank downgrades 2015 and 2016 #ironore price forecasts by 24% and 30% to averages of USD58/tonne and USD60/tonne respectively #ausbiz
- STOP THE PRESS: for first time in 15 months, JP Morgan's timing model between Financials & Resources stocks now favours the latter #ausbiz
- Macquarie returns from #China #ironore conference: short-term consensus but long-term disagreement, China’s l-t crude steel demand divides
- Trading Tip from Morgan Stanley: Dexus (DXS) poised to surprise with upcoming result. Securities to rise over next 60 days #ausbiz
- Macquarie suggests Asciano (AIO) and Qantas (QAN) both likely to surprise positively this reporting season #ausbiz
- Trading Tip from Morgan Stanley: National Storage REIT (NSR) to rise over next 60 days following recent sector underperformance #ausbiz
- Trading Tip from Morgan Stanley: Mirvac (MGR) shares to rise over next 60 days as interim results likely to surprise #ausbiz
- Trading Tip from Morgan Stanley: Federation Centres (FDC) securities to rise over next 60 days #ausbiz
- Trading Tip from Morgan Stanley: Scentre Group (SCG) securities to rise over next 60 days, guidance to surprise #ausbiz
- Trading Tip from Morgan Stanley: SG Fleet (SGF) shares to rise over next 30 days #ausbiz
- Trading Tip from Morgan Stanley: Macquarie Group (MQG) shares to outperform ASX200 over next 60 days #ausbiz
- GMO: Investing in a country because you expect it to have strong GDP growth in the long term is a bad idea, even if you're accurate #ausbiz
- GaveKal: at best monetary stimulus can stabilise #China growth between 6.5-7% in 2015, possibly at 6% in 2016 #ausbiz #commodities
You can add my regular Tweets on Twitter via @filapek
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