FYI | May 01 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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- Citi finds conditions for Fed rate hike unlikely to fall in place until December #ausbiz #investing
- Time to be more cautious, say strategists at Morgans. Prefer earnings certainty over earnings growth ahead of May concession season #ausbiz
- Fair point. GaveKal's Will Denyer says what we are witnessing across globe is investors abandoning (too) crowded trades #ausbiz #investing
- Citi added ResMed (RMD) back to its Focus List (e.i. Best Buy Ideas) post share price fall and amidst EPS estimates upgrade #ausbiz
- Post weak US Q1 GDP. Is that a Fed conundrum on the horizon? What if 2015 proves yet another slow going year? Buy #gold? #ausbiz #investing
- Losses worsened with #ASX 200 closing 1.85% weaker. This makes it the worst day for shares since 1 Dec 14 when stocks fell 1.98% #ausbiz ^SD
- Several indicators remain supportive ongoing uptrend global #equities. Who's afraid of Fed tightening or next bear? http://goo.gl/ef5nuV
- Goldman Sachs has downgraded Australian Pharma (API) to Sell on "full valuation" and ongoing PBS reform risks #ausbiz #investing
- Did JP Morgan just lift the price target for Blackmores (BKL) to $60.87 from $45.50? Overweight retained on more upside potential #ausbiz
- Consider the possibility that the Fed's 2 percent inflation target was never a good idea — and it's getting worse. http://nyti.ms/1QE4GpF
- Westpac reports: the inescapable conclusion … [China] is an economy in need of substantially easier financial conditions #ausbiz #metals
- Morgan Stanley US Strategists call themselves "Contrarian Bulls"; believe market is underestimating US econ + profit potential #investing
- Morgan Stanley suggests Abbott government running out of time to keep Australia out of recession, #equities bear scenario building #ausbiz
- Goldman Sachs has removed take-over scenario from Transfield Services (TSE) valuation. Target drops to $1.47. Neutral #ausbiz #investing
- Goldman Sachs has now de-listed ResMed (RMD) from its Aus/NZ Buy List, plus downgrade to Neutral on cuts to forecasts #ausbiz #investing
- Danske Bank warns this week's data + Fed statement on Wednesday might pull forward Fed rate hike expectations #ausbiz #investing
- Morgan Stanley strategists are using #equities rally to increase cash holding on belief valuations are being stretched #ausbiz #investing
- Morgan Stanley lifts 12-month ASX200 target from 5350 to 5650 as investors accept higher multiples when interest rates are low #ausbiz
- Morgan Stanley strategists say yield compression is buffering the reality of negative earnings momentum, remain cautious local #equities
- Citi sees more capex cuts from global miners as they seek to defend #dividends, currently being paid out of debt #ausbiz #investing
- Trading Idea from Morgan Stanley: Cochlear (COH) shares to weaken over next 60 days, predominantly because of rallying hard prior #ausbiz
- Stockbroker Morgans acknowledges #banks look rather expensive, but sees no catalyst on the horizon for unwinding lofty valuations #ausbiz
- Observed: three of Big Four #banks at Citi have a price target of $32. Thinks next leg up must come from div growth, which is hard #ausbiz
You can add my regular Tweets on Twitter via @filapek
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