FYI | Mar 20 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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- Anyone still doubting my assessment Aus #equities are experiencing bull market conditions? This market simply won't go down… #ausbiz
- CBA forecasts EURUSD below parity in 2015. End June AUDUSD forecast of 0.73 (unchanged), lowered end year forecast to 0.70 #ausbiz
- Observed: yet another weak result and need for dramatic changes have highlighted possibility of equity raising for Myer (MYR) #ausbiz
- Noted: Stockbroker Morgans remains negative on Sirtex Medical (SRX). Rating is Reduce with price target of $15.06 #ausbiz
- Trading Tip from Morgan Stanley (issued pre-results): Sigma (SIP) shares to drop to fall over next 60 days #ausbiz
- Macquarie has upgraded on midcap #ironore stocks: "Pain Set To Intensify". Incl Fortescue post non-refinancing debt. Downgrades BCI #ausbiz
- Enthusiastic about the Fed statement? Consider also spot #Ironore fell by US$3.10 or 5.7% to US$54.50 a tonne overnight #ausbiz #investing
- Statement: most investors are too obsessed with finding "cheap" stocks, missing opportunities that appear "expensive" http://tinyurl.com/k3ym4em
- Citi upgrades BHP Billiton to Buy with $35 target, citing share price weakness and 6% implied div yield post South32 demerger #ausbiz
- Deutsche Bank: March RBA Board Minutes "unambiguously dovish". Continue to anticipate further 25bp cut by the RBA "at some point in Q2"
- Credit Suisse strategist have replaced iiNet with Nine Entertainment in their "long" Portfolio. IAG has been replaced by Iluka as a "short"’
- Prescient words I wrote yesterday: high PE stocks like Xero and Sirtex are not of the same ilk as Ramsay Healthcare, CSL and Amcor #ausbiz
- Bell Potter expects another 25bp RBA rate cut and lifts price target for CommBank (CBA) to $100 #ausbiz
- US economy is weakening. Investors finally paying attention? Bloomberg ECO US Surprise Index fell to lowest point since 2009 #ausbiz
- Goldman Sachs says even more bearish on #copper than on crude #oil, expects inventories to build and to weigh on price in 2015-16 #ausbiz
- Goldman Sachs repeats its view that crude #oil prices have not troughed as yet, and the outlook remains bearish #ausbiz
- ANZ Bank finds domestic economy Australia has deteriorated, expects cash rate to stay at a historic low through this year and next #ausbiz
- Trading Tip from Morgan Stanley: Orica shares to underperform the ASX200 over next 60 days as ammonia nitrate prices under pressure #ausbiz
- Never a positive: Morgan Stanley has ceased coverage of #ironore producers MtGibson and BC Iron #ausbiz
- Glushkin Sheff's Dave Rosenberg: apart from Friday's NFP, all other data from US have been disappointing. Don't expect Fed to raise in June?
- ANZ bank has one clear message: economic growth in Australia will be "lower for longer"; subtrend GDP growth to stay #ausbiz #investing
You can add my regular Tweets on Twitter via @filapek
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