FYI | Aug 28 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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- How is the market going to respond to yet another worse-than-expected performance from Woolworths (WOW)? Chairman out
#ausbiz#stocks
- Concludes Macquarie: growth outlook Ramsay Healthcare (RHC) looks "compelling".Outperform. But isn't it (too) expensive?
#ausbiz#investing
- Research report title of the week: How do you turn Icarus into Lazarus? (CS on Santos today).
#equity raising is the answer#ausbiz#stocks
- ANZ Bank believes markets are too bearish on
#basemetals where there is no over-supply. Bounce after the panic?#commodities#ausbiz
- BTIG's Chief Strategist Dan Greenhaus: the bull market is intact. It may be volatile, but it *is* ongoing
#investing#stocks#equities
- MS: With WOR shares pricing bearish long-term outlook, not reflecting market-leading position, we see risk as skewed to the upside
#ausbiz
- Surely not what shareholders in WorleyParsons (WOR) want to hear. It could get worse from here, concludes UBS
#ausbiz#investing#stocks
- Dennis Gartman believes global
#equities peaked back in May. Now worried about the low point that might lay ahead#investing#stocks
- Charles Gave
@Gavekal says "key question for me is no longer whether a global bear market ensues, but the nature of that downturn"#stocks
- Share Market Carnage: Life Ain't Fair https://www.livewiremarkets.com/wires/28633
@Filapek#australianequities
- Life aint fair, neither are financial markets. Time to buy… or time to be cautious & extra-alert? My 5 cents worth http://goo.gl/C9xHcC
- The worst for china's economy may not come until 2016 http://bit.ly/1NH7EIW
- Before buying a falling knife, ponder: If investing was as easy as buying when the market is down, why isn't everyone rich? –
@markminervini
- JP Morgan this morning lifted its target to $98 but at this pace Blackmores (BKL) shares will be there in 35 mins or so
#ausbiz#stocks
- Citi strategists: global bull market
#equities ageing but not yet finished. (Only) 5 out of 16 key indicators flashing red#investing
- Mohamed A.El-Erian: Today’s reversal in US stocks particularly worrisome because it came after a seemingly perfect sequential setup
#stocks
- Wednesday morning: so there's more to extreme volatility than just robots and blind panic? Who'd have thought!
#ausbiz#investing#stocks
- Doug Kass: the quality of any ensuing rally will be VERY important to reverse yesterday's Dow Theory 'sell signal'
#equities#investing
- Dennis Gartman: suspect bounce shall be rather ephemeral in nature, allowing those who are long an opportunity to reduce exposure
#stocks
- UBS has upgraded CommBank (CBA) To Buy, target $87. "Prefer to be exposed to higher quality end of the sector"
#ausbiz#banks#investing
- Ok,here's my 5 cents worth: solid, sustainable dividend paying industrials, and economically insensitive business models
#investing#stocks
- Doug Kass: While computers and machines panicked this morning, it still it is not clear whether or not humans will panic next!
#investing
- Citi economists lower global GDP forecast, reiterate out of consensus call for another RBA rate cut in November
#ausbiz#investing
- Moelis upgrades BigAir (BGL) to Buy with 92c target. Adjusts estimates upwards post better than expected FY15 report
#ausbiz#investing
- Dennis Gartman is worried outlook a lot worse for global
#equities as panic is in the air and liquidation occurring#ausbiz#investing
- Having been bearish
#crudeoil for quite a while, Dennis Gartman now thinks time has come to turn bullish again#ausbiz#investing
You can add my regular Tweets on Twitter via @filapek
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