FYI | Sep 11 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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- Friday Morning Funny Bone: “A market sell off is worse than a divorce, I lose half my money and my wife is still around”
#ausbiz#investing
- Yet more updates on
#crudeoil prices outlook, yet more downgrades by Credit Suisse, Macquarie. BHP forecasts feeling impact too#ausbiz
- Moelis upgrades UXC Ltd (UXC) to Buy with price target $1.35, implying 17% upside
#ausbiz#stocks#investing
- The August reporting season was particularly interesting (& exciting) for small cap stocks – FNArena's brokers wrap http://tinyurl.com/o6u3dx5
- Blackmores (BKL), Hansen Technologies (HSN) are High PE stocks.Does it mean they are "expensive"? I say not http://goo.gl/AVfXWX
#ausbiz
- Morgan Stanley strategists decided bear case scenarios US
#equities have now more credibility. Cuts S&P500 target to 2200 from 2275#stocks
- Meanwhile in the background…analysts updating
#crudeoil forecasts continue cutting EPS & DPS estimates for Woodside (WPL)#ausbiz#stocks
- Graincorp (GNC) doesn't enjoy many Buy ratings, but both DB & CS upgraded today on better crop forecasts
#ausbiz#investing
- South32 (S32) made it onto Morgan Stanley's inaugural list of preferred global miners,alongside Vale, AngloAmerican, others
#ausbiz#stocks
- UBS's latest update on global
#crudeoil, titled "Lower For Longer" suggests US$50-60/bbl is New Normal for the years ahead#ausbiz#stocks
- Has Australia exported the concept? Citi economists are contemplating potential impacts from two-speed economy, globally
#ausbiz#investing
- Moelis upgrades TFS Corp (TFC) to Buy with $1.95 price target, implying 30% total return over next 12 months
#ausbiz#investing#stocks
- Russell Chief Investment Strategist Erik Ristuben believes softness Chinese economy does not pose serious threat to global economy
#ausbiz
- Change to CommBank group A$ forecasts: now expect US66c December, US65c Mar16; US67c Jun16. Risks of US60c early 2016^CJ
#ausbiz
- CBA predicts
#China and rest of the global economy likely to remain weaker for longer. AUD + Asian currencies should fall further#ausbiz
- Talking 'bout race to the bottom: Morgan Stanley cut price target for Woolworths (WOW) to $19 from $21. Ouch!
#ausbiz#investing
- JP Morgan
#Commodities analysts predict further weakness in weeks ahead. Single out#crudeoil for lower prices#ausbiz#investing
- Any lessons to be drawn from the August reporting season? You bet! My assessment (incl lots charts) http://goo.gl/x0JQX9
#ausbiz#stocks
- South Africa approaching "nutcracker moment" as profits are being squeezed by less demand, higher costs, reports Deutsche Bank
#commodities
- Canaccord Genuity initiates coverage Evolution Mining (EVN) with Hold, target $1.15 but Dacian Gold (DCN) receives maiden Spec Buy
#stocks
- Trading tip from Morgan Stanley: Magellan Financial (MFG) shares to outperform ASX200 over next 30 days following weakness
#ausbiz#stocks
You can add my regular Tweets on Twitter via @filapek
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