FYI | Feb 05 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
****
– ANZ Bank warns investors should not be fooled by short covering, thinking the cyclical low is now in for #crudeoil prices #ausbiz #energy
– NAB expects #crudeoil prices to recover mildly to US$40/bbl by end-2016 and US$50/bbl by end-17 #ausbiz #investing #energy
– With @peterswitzer @SkyBusiness #nigelnomates
– Had a great time @SkyBusiness though I wasn't allowed on screen #nigelnomates
– Concludes @GaveKalCapital: at this juncture it would take a brave investor to hope for the best without preparing for the worst #ausbiz
– CLSA warns #China clampdown on FX transfers can impact on apartments in Oz. Downgrades LLC to Sell #ausbiz
– Citi adds BHP to its A/NZ Focus list (Buy) while removing Spotless (SPO) #ausbiz #investing #stocks
– Pimco: We are doubtful of the potential for #equities to continue to deliver outsized returns #ausbiz #investing
– CLSA initiates coverage CYBG Plc (CYB) with Buy, $5 target. Sees rare opportunity to buy financial below book value #ausbiz #investing
– Previewing Feb reporting season, Macquarie sees most material impairment cycle seen in 20 years by some margin for #energy sector #ausbiz
– Citi analysts cannot see #gold breaking above "key level" US$1200/oz anytime soon, despite return of safe haven status #ausbiz #investing
– Despite ongoing bearish context, Citi analysts make that call: #crudeoil has seen its lows #ausbiz #investing #commodities #energy
– What's in store this February reporting season? Will it be good? Bad? Not so bad? Or simply horrible? http://bit.ly/1Qb8viK #ausbiz
– CSL considering share split? Conducted 3-for-1 split in 2007 when shares equally reached three digits #ausbiz #investing #stocks
– Goldman Sachs believes shareholders in Santos, Origin facing further dilution. Downgrades Santos to Sell #ausbiz #investing #energy
– Citi thinks ANZ Bank preparing to cut its dividend by 10% as early as the next earnings report #ausbiz #investing #stocks #banks
– JP Morgan suggests Mineral Deposits (MDL) likely to be forced into dilutive capital raising #ausbiz #investing #stocks
– Rudi's friend Nigel #bearmarket @Filapek @profithuntergrp
– Was it the ultimate herd response? Blackmores (BKL) shares tumble and take other milk stocks down, on no news? #ausbiz #investing #stocks
– Deutsche Bank says domestic health companies are losing some of their gloss, but raises CSL price target to $113 #ausbiz #investing #stocks
– CLSA technical analysis suggests short term bounce to take #equities higher, but weakness to resume later in Feb #ausbiz #investing #stoc
– CS suggests less upside surprises this Feb reporting season, meaning those that do surprise will be highly sought after #ausbiz #investing
– Study finds only 4.1% of funds beat relevant index over last 10 yrs. #passiveinvesting http://bit.ly/1nZHEiY
– As 2016 opened with weakness, investors in Australia raised their cash levels. Results from January Survey http://bit.ly/1PrO44T #ausbiz
– ANZ Bank: #crudeoil rallied on hopes of coordinated supply cuts, although an agreement seems highly unlikely #ausbiz #energy #investing
– Never a positive sign… UBS has ceased coverage of BC Iron (BCI), once the star amongst mid-tier #ironore producers #ausbiz #investing
– CLSA Brian Johnson says #banks facing contracting PEs & increased earnings risk. Should raise capital sooner rather than later #ausbiz
– CLSA initiates coverage on Xero with Buy rating, but MYOB with Underperform due to headwinds for incumbent #ausbiz #investing #stocks
– Macquarie is worried reporting season will lead to further cuts to expectations, leaving virtually no growth 2016 & 17 #ausbiz #investing
– Dear central bankers, it's time to try something new, because your old strategies aren't working | @ABCthedrum http://ab.co/23C7GZZ
– JP Morgan lowered year-end S&P500 forecast to 2000 after lowering EPS growth estimates for the year #ausbiz #investing #stocks
– Goldman Sachs predicts reporting season will lead to analysts downgrading too high 2016-2017 forecasts #ausbiz #investing #stocks
– Think I am going to stick around for a while #ausbiz #nigelnomates
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.
