FYI | Aug 14 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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- Goldman Sachs points out FY16 forecasts dropping thick and fast this reporting season. Not good sign as weaker companies tend to report late
- Much ado (about nothing) about Death Cross US #equities. Agree with views it's overblown. But it does add to accum negative signals #stocks
- Morgan Stanley believes investors expecting Ramsay Healthcare (RHC) to beat guidance for third-consecutive year to be disappointed #ausbiz
- Macquarie sees range-bound WTI market between low-to-mid $40 per barrel range. WTI-Brent spread to range from ($4) to ($6) #crudeoil
- ANZ Bank has been added to Citi Focus List Australia/NZ. Sole Buy rating among Big Four Banks. "Value Worth Taking" #ausbiz #investing
- Devaluation yuan a net negative for global #mining, says Jefferies, as it lowers production costs in #China #commodities #investing #ausbiz
- #Gold has become the obvious barometer for investors' view on Fed Interest rate hike. Less chance September? Price up! #investing
- Don't be fooled by apparent resilience US #equities, warns Dennis Gartman. Technical picture Russell2000 looks ominous #investing #stocks
- Earnings season still early, but industrials and financials unable to match or better expectations should be a worry #ausbiz #investing
- Well that is technical support breached at 5400 for $XJO Will the buyers come out or is yuan devaluation pushing us to 5100? #ausbiz
- UBS analysts anticipate a better environment for #copper in H2 2015 and into 2016 #commodities #investing #ausbiz
- Another day of share price weakness for FlexiGroup (FXL) – Surely, someone somewhere has started doing the maths for take-over? #ausbiz
- Are you comfortable with the risks in your investments? My Weekly Insights http://tinyurl.com/psavnbh #ORI #ANZ #CBA #stocks #investing
- Goldman Sachs has removed FlexiGroup (FXL) from its Buy list, after downgrading rating to Neutral #ausbiz #investing
- CBA shares in trading halt (see also AFR's Street Talk today). Let the talkfest begin! And the capital raising, of course #ausbiz #stocks
- ANZ Bank goes short #ironore. Believes slow steel mill demand in the coming months will push port stocks higher and iron ore prices lower
- Intra-day volatility this month is gob smacking. Tell me, did Domino's Pizza (DMP) really close unchanged for the day? A-ma-zing #stocks
- FNArena's Reporting Season Monitor – daily updated – for those who want to know analysts' responses post results http://tinyurl.com/o7wwyxh
- My earnings season preview made it into The @australian newspaper today – see page 27 #motherImadeitfinally
- Morgan Stanley cuts short term #gold outlook, but prefers Oz producers at low costs, incl Alacer (AQG). Upgrades Independence (IGO) #stocks
- You know US investors are getting worried if quant analysts at Morgan Stanley release reports titled "This Is Not 2000" #stocks #investing
- #DMP #ANN #FXL #COH Risk is making a tangible come-back this early in reporting season, Greencross #GXL shows the alternative #investing
- Canaccord Genuity initiates coverage on AirXpanders (AXP) with $1.25 price target. To be profitable by 2017 #ausbiz #investing
- Canaccord Genuity initiates coverage 1-Page (1PG) with Spec Buy, target $6.37, implying upside 187% (not a typo) #ausbiz #stocks #investing
- Morgan Stanley expects ANZ Bank shares to underperform the ASX200 over next 60 days following disappointing update #ausbiz #investing
- Value hunters unite? Citi upgrades ANZ Bank to Buy following Friday's shellacking. Can sustain dividends say analysts #ausbiz #investing
You can add my regular Tweets on Twitter via @filapek
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