FYI | Oct 23 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 says what everyone else is thinking about API: solid operating momentum, but fully priced in (Sell)
#ausbiz#investing
- Trading idea from Morgan Stanley: Medibank Private (MPL) to underperform the sector next 60 days following recent outperformance
#ausbiz
? - Deutsche Bank on next week's RBNZ meeting: probably should cut, but probably won't
#ausbiz#investing
- Deutsche bank labels it "the inevitable mortgage repricing", suggesting this process involves all banks, to continue for years
#ausbiz
? - Looking a whole lotta less confident: CBA economists describe Asia ex Japan's outlook as "Deleveraging with a Chance of Crisis"
#ausbiz
? - The
#AUDUSD just got slammed as news hit that the CBA has lifted it's SVR on home loans by 15 bps – currently 7194#forex
? - Bell Potter initiated coverage Amalgamated Holdings (AHD) with Buy rating & $15.82 target on favourable dynamics Travel & Tourism
#ausbiz
? - Citi economists observe for first time in over 10 years has EM ex-China GDP growth fallen below advanced economy growth
#ausbiz#investing
- Deutsche Bank maintains odds Fed liftoff before year-end have slipped, especially given worries about debt ceiling, budget battle
#ausbiz
? - Investors better not bank on rally resources into year-end, suggests ANZ Bank. Caution still rules
#ausbiz#commodities#investing
- Equity market too negative housing related
#stocks, says Goldman Sachs. Highlights CSR, MOC, GMA, LLC & ANZ at largest discounts#ausbiz
? - ANZ Bank says latest crop yield forecasts suggest El Nino impact to Aus GDP much less severe than in drought periods 2002 + 2006
#ausbiz
? - Did Goldman Sachs just increase their price target for Blackmores (BKL) to $150 on ongoing strong momentum from
#China ?#ausbiz#investing
- CBA expects ongoing deceleration Asian economies as sluggish global demand for 'Made in Asia' remains acute
#ausbiz#investing
- What's a market without consensus? Confused. Directionless. Bearish. My Weekly Insights http://goo.gl/zMbgWL
#ausbiz#investing#stocks
- Canaccord Genuity retain a firm Buy for Osprey Medical (OSP), but reduce target to $1.15 from $1.50 following partial FDA success
#ausbiz
? - Morgan Stanley also suggests Santos (STO) weakness gone too far; shares to outperform the sector over next 15 days
#ausbiz#energy#stocks
- Trading Idea from Morgan Stanley: Aveo Group (AOG) to outperform ASX200 next 60 days as defensive smaller cap industrial
#ausbiz#stocks
- Spoiler Alert: Deutsche Bank anticipated weak Q1 earnings result from ResMed (RMD) with sales growth offset by lower gross margins
#ausbiz
? - It's not, says Deutsche Bank. This is not peak housing construction Australia. Underperformance housing related
#stocks unwarranted#ausbiz
? - Macquarie reports: 3-month outlook for steel mills has been the gloomiest since our
#China survey started#ausbiz#investing#commodities
- Deutsche Bank remains comfortable with house view the RBA cash rate will remain at 2.0% "for some time". No Nov hike
#ausbiz#investing
- UBS believes investor sentiment towards Australia may see A$ trade lower, offsetting any potential downdraft in US$
#gold price#ausbiz
? - JP Morgan concerned about sustainability of the relief rally which has been driven by the recently dovish rate expectations
#ausbiz#stocks
- Trading Idea from Morgan Stanley: News Corp (NWS) shares to rise over the next 60 days, following recent weakness
#ausbiz#investing
- A correction has begun for
#gold, reports Dennis Gartman@GartmanBlog, adding it won't go far and it won't last long#ausbiz#investing
- CBA maintains: The economic problems facing
#China are more structural than cyclic. Progress on structural reforms has been elusive#ausbiz
? - Deutsche Bank expects
#crudeoil price recovery at measured pace as it depends on relatively slower responses non-OPEC supply#ausbiz
? - Crescent Capital increased offer for Cardno (CDD) and Moelis thinks this means bye bye Cardno. Punters should not speculate on white knight
- Half of stockbrokers seems to agree Regis Resources (RRL) share price is too high. That half is having an impact on shares today
#ausbiz
? - It appears Osprey Medical (OSP) has received huge marketing boost from the FDA. Should support positive sentiment on opening today
#ausbiz
You can add my regular Tweets on Twitter via @filapek
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