FYI | Jun 26 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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- UBS cuts year-end target ASX200 to 5800 from 5900 on lowered expectations for #banks and #ironore #ausbiz #investing #stocks
- Credit Suisse cuts #commodities prices forecasts to below consensus, but upgrades various stocks as bad news largely priced in #ausbiz
- Have Aussie Healthcare champions CSL, RHC and other All-Weather Performers now lost their appeal? My Weekly Insights http://tinyurl.com/o26jua3
- #ASX 200 futures spoofers active on buy side. Bidding point below and cancelling before hit. Low volume trying to push shorts. Pull back
- Trading Idea from Morgan Stanley: Cover-More (CVO) shares to rise over next 60 days following recent weakness #ausbiz #stocks #investing
- Trading Idea from Morgan Stanley: Corporate Travel (CTD) shares to rise over next 60 days on ongoing strong earnings momentum #ausbiz
- Moelis initiates coverage of Rural Funds Group (RFF) with a Buy rating and 12 month target price of $1.28 #ausbiz #investing #stocks
- Trading Idea from ANZ Bank: #nickel prices expected to reach (and test) USD15,000/t over the next three months #ausbiz #metal
- Case of bad timing? UBS this morning published report on #banks , title "Keep your powder dry. Opportunities emerging" #ausbiz #investing
- Goldman Sachs retains Buy for Seek (SEK) but removes from Conviction Buy list on reduced confidence post 3rd disappointment #ausbiz
- Trading Idea from Morgan Stanley: Shares Dexus (DXS) to rise over next 60 days following announced acquisition #ausbiz #stocks #investing
- Observed: many an analyst covering IOOF (IFL) believes yesterday's scandal driven sell-off offers buying opportunity for investors #ausbiz
- Trading Idea from ANZ Bank: go short #ironore as the price is poised to roll over and head for US$53/t as China steel prices remain weak
- Deutsche Bank's US fixed income strategy team reports: “we expect [Fed] lift off to slip into 2016" – could be interesting… #ausbiz
- Goldman Sachs downgrades Origin Energy (ORG) to sell. Reason: bearish oil prices versus consensus & industry expectations #ausbiz #stocks
- Goldman Sachs reiterates this is the end of #ironore rally. "Spot demand should suffer as steel margins hit a 5-year low" #ausbiz #stocks
- Canaccord Genuity has lifted its price target for Capilano Honey (CZZ) to $14 while retaining Buy rating #ausbiz #stocks #investing
- Morgan Stanley analysts reiterate their view market consensus is too cautious AMP's ability to cope with margin headwinds #ausbiz #stocks
You can add my regular Tweets on Twitter via @filapek
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