FYI | Jan 29 2016
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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– Who's afraid of the Big Bad Bear? My view on recent past, present & likely outlook for #equities http://goo.gl/nV1zTr #ausbiz #stocks
– AllianceBernstein expects muted share market returns over the next couple of years, advises investors should be "active" #ausbiz #investing
– CLSA initiates manufactured homes (MHE’s) sector with Outperform ratings for Gateway (GTY) & Ingenia (INA) #ausbiz #investing
– Nigel thinks nobody likes him because he's a bear #ausbiz #investing
– Morgan Stanley nominates ACX, AOG, BAP, CSV and MTR as 5 top picks among Emerging Companies for 2016 #ausbiz #investing
– IG Markets' @EvanLucas_IG positive ASX will hold 4850 level – fundamentals suggest value will overwhelm bear trade at this point #ausbiz
– Moelis initiates coverage AirXpanders (AXP) on Buy rating, $1.95 price target citing leading product, favourable market #ausbiz #investing
– G.U.D Holdings $GUD is down 9.4%. Half year profits for the company behind Sunbeam fell to $1.7m. Revenue +20% to $354m #ausbiz ^SD
– CLSA's Brian Johnson thinks ANZ Bank's discount is entirely justified due to higher risks. Underperform. Target $23.60 #ausbiz #investing
– CLSA remains non-believer in ResMed due to potential impact from the third round of US Competitive Bidding (CB3). Sell. Target $8 #ausbiz
– Morgan Stanley suggests bear and bull scenarios for BHP generate price targets of $13.20 & $36 respectively #ausbiz #investing #stocks
– NAB lowered global growth forecasts to 3.0% in 2016 & 3.3% in 2017. 2015 cut to 2.9%. Same same for the years ahead? #ausbiz #investing
– Happy Australia Day everyone! (But don't forget, it's a Bear Market out there). Be alert, stay cautious and remain nimble #ausbiz #stocks
– ANZ Bank: it appears markets are coming around to the conclusion that there are limits to what central banks can do #ausbiz #investing
– Trading tip from Morgan Stanley: Sydney Airport (SYD) shares to underperform industry over next 30 days following rally #ausbiz #investing
– Trading tip from Morgan Stanley: APA shares to outperform industry over next 60 days following recent weakness #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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