FYI | Oct 30 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 has retained both ANZ bank and Cimic (CIM) as Conviction Buys
#ausbiz#investing
- Goldman Sachs has set Blackmores (BKL) taregt at $195, but notes risk has increased. Removes from Conviction List. Still rated Buy
#ausbiz
? - Probably not what shareholders want to hear, but Citi analysts strongly suggests Woolworths is likely in need of cutting dividends
#ausbiz
? - Observed:
#banks financial results trigger yet more price target, estimates cuts from stockbroking analysts. Past not the future#ausbiz
? - Moelis initiates Grays eCommerce Group (GEG), with a BUY rating and target price of $1.40
#ausbiz#investing
- Macquarie's response: ANZ update confirms is riskier investment than its peers. More domestic-focused
#banks remain preferred#ausbiz
? - Now that we have yet another horrible market update by Woolworths (WOW), what exactly were the buyers thinking earlier?
#ausbiz#investing
- Morgan Stanley has new strategy for Australian
#equities investors: forget banks + resources, go Defence + Cycle-Agnostic Growth#ausbiz
? - Deutsche Bank doesn't believe Dick Smith (DSH) profit warning is about one weak October. Something's rotten?
#ausbiz#investing
- What's holding back Telstra (TLS) shares? Why does nobody like G8 Education (GEM)? My Weekly Insights http://tinyurl.com/petxh6e
#ausbiz
? - Macquarie makes the call: 5-year bear market electricity is over. Natural upside seen for AGL Energy, benefits to flow in FY17/18
#ausbiz
? - Macquarie: should RBA cut rates, it will be interesting to see if
#banks risk biting the hand that feeds them by not passing on entire cut
- Raymond James Jeffrey Saut: remain optimistic longer-term basis, but realize reality Dow Theory "sell signal" has NOT been reversed
#ausbiz
? - A critical CBA opines: Low interest rates cause malinvestment. To sustain growth,
#China has to push through decisive supply side reforms
- Westpac points out PBoC indicated lowering debt servicing costs was the major motivation behind the weekend's policy moves
#ausbiz#China
- Trading Idea from Morgan Stanley: Aconex (ACX) shares to rise nxt 60 days as quarterly cashflow update poised for positive surprise
#ausbiz
? - Goldman Sachs says banking industry structure in Australia now more supportive for regionals, upgrades BOQ to Buy
#ausbiz#banks#stocks
- JP Morgan: believe Fed will continue delay lift off primarily to have greater policy optionality, causing uncertainty for markets
#ausbiz
You can add my regular Tweets on Twitter via @filapek
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