FYI | Nov 13 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
****
- It’s hard to be a long-term investor when you watch your stocks every second. Looking at stock prices less will make you a better investor
- Stockbroker Moelis initiated coverage on Japara Healthcare (JHC) with Buy rating, $3.66 price target
#ausbiz#investing#stocks#agedcare
? - Australia not immune from global forces, advocates ANZ Bank. Sees a prolonged period with inflation below RBA’s 2-3% target band
#ausbiz
? - Next! Citi analysts cut their price target for BHP Billiton to $22 as too many uncertainties remain in the wake of Samarco disaster
#ausbiz
? #China seventh largest cement maker defaulting. Love the fact the shares were suspended at year's high
- Dulux' FY16 report today proves -again- High PE stocks are not limited in upside. Outperforming ASX200. Continued growth ahead
#ausbiz
? - Morgan Stanley disappointed with conclusion Santos' (STO) strategic review. Drops target to $5.20 and downgrades to Equal-Weight
#ausbiz
? - Trading Tip from Morgan Stanley: Goodman Group (GMG) shares to rise over next 60 days following recent weakness
#ausbiz#stocks
- The truth nobody dares to speak about: BHP shares not been good investment post-GFC http://goo.gl/7ZVRfV
#ausbiz
? - Credit Suisse has used the Samarco-failure to reduce its price target for BHP Billiton to … (wait for it)… $22.50. Neutral
#ausbiz
? - CLSA doesn't like execution risk at Domino's Pizza (DMP). Initiates coverage with Sell and $42 target. CLSA versus Morgan Stanley?
#ausbiz
? - Belt and Road project
#China provides light in darkness for Chinese economy and commodities, but the gloom remains, says@GaveKalCapital
? - Morgan Stanley, long time groupies of Domino's Pizza (DMP), have a bull case scenario that can push share price to $72
#ausbiz#stocks
- Canaccord Genuity sees share price weakness in Urbanise (UBN) as a buying opportunity. Has target of $1.52
#ausbiz#stocks
- Goldman Sachs has removed Santos (STO) from its Australia & NZ Sell List. Upgrades rating to Neutral
#ausbiz#investing#commodities
- Still makes me laugh – a great explanation of quantitative easing's property price impact using coconuts and shells https://www.youtube.com/watch?v=OeS6OQvdYMQ …
- Conference Board sees only modest improvement global economy in 2016, but no disaster scenario either
#moreofthesame#investing#ausbiz
? - Analysts in agreement: if anything, the Samarco disaster puts even more pressure on BHP's progressive dividend policy
#ausbiz#investing
- Macquarie initiates coverage on
#lithium hopeful Syrah Resources (SYR) on Outperform and $5.30 price target#ausbiz#commodities
You can add my regular Tweets on Twitter via @filapek
Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.
