FYI | Apr 02 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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– Moelis upgrades Shine Corp (SHJ) to BUY with a $1.16 share price target #ausbiz #investing #stocks
– Moelis initiates coverage Alexium International (AJX) with BUY rating and 12 month target price of $1.20 #ausbiz #investing #stocks
– Bell Potter upgrades IPH to Buy from Hold, price target $8.75 #ausbiz #investing #stocks
– CLSA sees a "frail" outlook for manganese. Downgrades South32 (S32) to Sell, price target $1.30 #ausbiz #investing #stocks #commodities
– BREAKING: Massive global oil industry corruption scandal. Legal injunction threatened. Share this story! – http://bit.ly/1ZKowCJ
– Are We Witnessing the Madness of Crowds Again? asks @DougKass: My portfolio is now at its largest net short exposure in over a year #stocks
– ASX 200 -5.39% so far in Q1, -15% from Q1 2015. It hasn't recorded a YY % drop that steep since the GFC #ausbiz
– Maybe time to recall the age old golden rule: if markets cannot rally on positive news, the signal is bearish #ausbiz #investing #stocks
– CBA sees 2x 0.25bp rate hikes from Fed in 2016 (Jun & Dec). Then same in 2017 & 2018 (+0.50%). New terminal rate forecast 2.0% #ausbiz
– Credit Suisse initiates coverage on Speedcast International (SDA) with Neutral rating, $4.65 target #ausbiz #investing #stocks
– Ord Minnett: long-anticipated, often prematurely called, turn in Aus bad + doubtful debt cycle looked to have arrived #ausbiz #banks
– Are #commodities markets digging their own grave? Higher prices already are changing supply outlook, reports Macquarie #ausbiz #investing
– Bell Potter initiates coverage of Adacel (ADA) with a BUY rating and a 12 month price target of $2.50 #ausbiz #investing #stocks
– Macquarie believes #crudeoil prices due for correction to mid-$30 low-$30 range, constructive over medium and long-term #ausbiz #investing
– That's why I remain bearish. Not a thing has been resolved, concludes @DougKass #equities #ausbiz #investing #stocks
– Morgan Stanley on ANZ Bank (ANZ): new CEO should cut the dividend and strengthen the balance sheet #ausbiz #investing #stocks #banks
– Ex PMs: The Five Stages Of Grieving. http://bit.ly/1RuFunD
– Deutsche Bank expects S&P500 to be range bound between 1925 to 2100 until after the US general election #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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