FYI | Aug 21 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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- Wesfarmers (WES) share price to remain rangebound as it has been since the start of 2013, predicts JP Morgan. I agree
#ausbiz#investing
- Observe the power of shorts scrambling to cover on a dismal day for Aussie
#equities – Medibank Private (MPL) shares flying high#ausbiz
- Macquarie sums it up best: Origin (ORG) now oil and gas company with some utility attached (used to be other way around)
#ausbiz#investing
#Gold is back. Because the US Federal Reserve is not. At least not yet#investing
- August reporting season has one message to investors: "Challenged Growth". Adjust your analysis. History not best guide
#investing#stocks
- US
#equities selling off because investors want Fed to raise interest rates. Anyone else spot the irony in this?#investing#lifeiscrazy
- The irony with High PE stocks like Seek (SEK) is that, after capital punishment by market and analysts, the High PE remains
#ausbiz#stocks
- Morgan Stanley suggests Bank of Queensland (BOQ) hidden surprise package in
#banking sector. Upgrade to Overweight. Target $14.20#ausbiz
- Post horrible market update Origin Energy (ORG) CS analysts must be wearing big grins. Next vindication from Santos (STO)?
#ausbiz#stocks
- Don't say Citi analysts have no humour. Their latest report states price recovery
#metals is around the NEXT corner. LOL?#ausbiz#stocks
- Death Cross in the US and a pause for
#CSL in Australia. Plus reporting season early update. Weekly Insights http://goo.gl/v3rTxb#ausbiz
- 3 of Big Four
#banks up by 2.5% today. CBA up only 1.4%. Whiplash anyone? Remember these are the stocks to 'play the index'#ausbiz#stocks
- Ongoing torture for Monadelphous (MND) shareholders as Macquarie concludes bottom still not in sight. Underweight. Target $7.25
#ausbiz
- Macquarie: economy’s rebalancing needs further AUD weakness, further cuts from the RBA are needed
#ausbiz#investing
- Macquarie: concerning has been the magnitude of cuts to FY16 earnings so early in the [reporting] season
#ausbiz#investing#stocks
- Observed: Medibank Private (MPL) shares struggling to stay above $2 as market prepares for maiden report on Friday
#ausbiz#investing
- Observed: Goldman Sachs has now revised its price target for Santos (STO) to $6.00, implying accurately priced. Sell
#ausbiz#crudeoil
- Citi latest to (again) reduce
#crudeoil price forecasts on assumption weakness to persist into 2016. Brent to average US$53/bbl in 2016
- A concerned JP Morgan downgraded Coca-Cola Amatil to Underweight, cutting target to $8 from $11.17. Icon of fizzy past
#ausbiz#investing
- NAB now expects AUD/USD below 70 cents, with cyclical low of 0.68 forecast for H1 2016 before a modest recovery
#ausbiz#investing
- UBS expects AUD/USD to depreciate further to 0.70 by year-end 2015, a weaker RMB has just assisted this forecast
#ausbiz#investing
- Under no scenario is Friday's Santos (STO) share price justified, conclude analysts at Macquarie. That is: no scenario
#ausbiz#stocks
- RBC Capital's technical view is that
#gold shall falter again below US$1150/oz and trend towards US$1000-900 before bottoming#investing
You can add my regular Tweets on Twitter via @filapek
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