FYI | Nov 20 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 adds MYOB (MYO) to its Australia Small & Mid Cap Focus List
#ausbiz#investing#stocks
- Canaccord Genuity upgrades Lovisa (LOV) to Buy on UK expansion potential. Raises target to $4.69
#ausbiz#stocks
- Credit Suisse reduces div growth profile Telstra. Cuts target to $5.25 from $5.40. Says mobile competition only starting to impact
#ausbiz
? - Australian
#equities have seldom been this polarised; big gap between haves and have-nots http://goo.gl/IPqoOj#ausbiz#investing
- Concludes Deutsche Bank on
#China : beyond the cyclical rebound, growth set to continue its structural decline#ausbiz#commodities
- UBS' team of tech analysts suspects one bounce attempt
#commodities Q1, but bear market continues to rule 2016 outlook#ausbiz#investing
- Lowest close for the CRB Commodities Index since December 2002, 13 years ago.
$CRB$DXY
- UBS' team of tech analysts sees US
#equities bottoming, suggests S&P500 is targeting 2200 to best case 2300 into H1 2016#ausbiz#investing
- Cyclicals normally outperform as Fed hikes, but historically Fed has never hiked this late into a US margin or economic cycle, CS
#ausbiz
? - Yesterday Dennis
@GartmanBlog asked: since when is terrorism a boost for#equities? Remains suspicious about longevity of rally#ausbiz
? - ANZ Bank analysis US shale industry confirms producers have adapted to low prices; confirms
#crudeoil in lower for longer era#ausbiz
? - Moelis has upgraded National Storage (NSR) to Buy on share price weakness, retains $1.57 price target
#ausbiz#stocks
- "The probability of a dividend cut is rising and the CEO change could lead to a review of dividend policy" Morgan Stanley on ANZ
#ausbiz
? - Canaccord Genuity finds Starpharma's (SPL) pre-clinical data "impressing", suggests interest will be rising across global industry
#ausbiz
? - Goldman Sachs upgrades MYOB to Buy as its analysis finds investors are under-appreciating support from operational moat
#ausbiz#stocks
- Coal turning into loss-maker for Wesfarmers. Should have sold the assets years ago, says Morgan Stanley. Equal-Weight. targt $38.50
#ausbiz
? - Also, UBS now believes odds for further RBA rate cuts post strong jobs market data are less than 50%
#ausbiz#investing
- Goldman Sachs now believes most likely scenario is RBA keeps rates unchanged at 2.00% through 2015 and into 2017
#ausbiz#investing
- Dennis
@GartmanBlog declares himself genuinely concerned about US#equities. Moves to sidelines. Trend lines broken serious matter#ausbiz
You can add my regular Tweets on Twitter via @filapek
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