FYI | Sep 18 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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- Looks like one of my favourite All-Weather stocks on ASX is about to be taken private: Veda Advantage (VED) received $2.70 proposal
#ausbiz
- Ready for the big broadband battle: Citi upgrades TPG Telecom (TPM) to Buy, target $11.30, strong growth anticipated
#ausbiz#investing
- Still not expensive? Citi initiates Sydney Airport (SYD) on Buy, target $6.50; implying total return of 16.3% year ahead
#ausbiz#investing
#China ’s impact on developed world growth may be small,its slowdown is still responsible for pockets of intense pain, says@GaveKalCapital- CBA continues to look for the FOMC to remain on the sidelines until at least December. Chinese torture?
#investing#stocks
- Deutsche Bank finds reasons to believe Woolworths' (WOW) margin will take a dive in FY16. Suggests too early to jump in
#ausbiz#investing
- Morgan Stanley says Fed rate hike not guaranteed in 2015. Sticks to Dec, but would not be surprised if this extends into 2016
#investing
- Morgan Stanley highlights banks' exposure to
#mining and#energy highest at ANZ, CBA (>50% higher than NAB, WBC)#ausbiz#investing#banks
- CBA cuts forecast
#China ’s 2016 GDP growth to 6.5% from 6.9%, 2015 GDP forecast unchanged 7%. Says more reform needed#ausbiz#investing
- Why investors should remain cautious and nimble. Plus 5 key questions prepared by Natixis, Freelancer (FLN) http://tinyurl.com/q9gltpj
#ausbiz
- Goldman Sachs nominates InterOil (IOC) as a prime PNG-centred take-over target. Adds to A&NZ Conviction Buy List
#ausbiz#investing#stocks
- Slowing for longer. Citi predicts
#China 3Q GDP growth likely weaker than 2Q. Also explains 55% odds for "global recession"#ausbiz#stocks
- Whatever happened to Belgium? Italy? "Only Greece has had more heads of government since 2010" [than Australia],observes CS
#ausbiz#stocks
- We have a number: Citi believes 55% chance for
#China-led global recession (defined as prolonged below trend growth)#ausbiz
- Market too focused on Santos? Citi believes Origin (ORG) cannot escape cap raising. Downgrades to Neutral.Target falls 22% to $7.54
#ausbiz
- Most likely Fed outcome “hawkish hold”, negative for risk assets, keep flattening pressure on the curve (Deutsche Bank)
#ausbiz#investing
- Citi economists very hopeful: "New Australian PM a positive for the economy and markets". Sentiment (consumers & markets) to lift
#ausbiz
- That's quick! Morgan Stanley offers advice to new PM. Reboot infra; foster productivity & innovation; deliver tax reform
#ausbiz#investing
- Falling AUD to provide support for
#energy stocks, predicts Macquarie. Finds value in the sector. BPT, DLS raised to Outperform#ausbiz
- Firing on all cilinders, says Bell Potter about Integrated Research (IRI). Keeps Buy rating while lifting target to $2.75
#ausbiz#stocks
- JP Morgan changes tack.Upgrades
#mining to Overweight,#energy to Neutral on belief central banks will remain risk asset supportive#stocks
- St George Bank the contrarian? Argues markets too bearish on
#China Sticks to AUDUSD 0.73 forecast year-end, with downside risk#ausbiz
- Dennis Gartman is now net short US
#equities, albeit in a mild fashion#ausbiz#investing#stocks
- CommBank forecasts Brent prices to average $US51/barrel in FY16 and $US57/barrel in FY17. Lower for longer is the theme
#ausbiz#crudeoil
- …and on it goes… We expect the FOMC to raise rates this week in what will be a very close call, reports ANZ Bank
#ausbiz#investing
- Observed: Canaccord has also cut
#crudeoil forecasts, but still working off US$70/bbl for Brent next year and WTI at US$62.50/bbl#ausbiz
- Lower for even longer, predicts
@GoldmanSachs. Setting expectations for#crudeoil at US$40/bbl in 6 mnths, US$45/bb for 2016#ausbiz
- St Barbara (SBM) the come-back kid? Macquarie thinks so. Re-initiates coverage with Outperform, $1.00 price target
#ausbiz#investing#gold
#China: '78.352% of the statistics are made up' | 'Official data are manufactured to fit the government’s narrative' http://on.wsj.com/1M1Fh6o
You can add my regular Tweets on Twitter via @filapek
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