FYI | Apr 08 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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– Morgan Stanley anticipates ANZ Bank to cut dividend by 17% this year, NAB to follow next year #ausbiz #investing #stocks #banks
– Credit Suisse: Copper likely to remain in surplus this decade unless there are cuts. 2018 #copper price forecast -30% to US$1.80/lb #ausbiz
– Credit Suisse has upped #gold forecast by 10% in 2016 to average US$1,270/oz and 12% in 2017 to average US$1,313/oz #ausbiz #investing
– Citi's best small cap buy idea for April is OZ Minerals (OZL) #ausbiz #investing #commodities #stocks
– Getting your head around dividend-oriented strategies:More is Less, Less is More. Capice? http://bit.ly/1qq5t53 #ausbiz #stocks #equities
– CLSA tech analyst reports the obvious: from a technical perspective ASX200 doesn’t look pretty I’m afraid #ausbiz #investing #stocks
– UBS thinks NBN will drive a fall in Telstra's (TLS) fixed retail margins to 20% long-term (from 50% today) #ausbiz #investing #stocks
– Macquarie strategy team believes that “secular stagnation” reigns supreme, implying subpar global growth to stay for longer #ausbiz #stocks
– Implied oil price in share prices according to UBS: OSH US$66.78/bbl, STO US$63.42/bbl, WPL US$62.96/bbl #ausbiz #investing #crudeoil
– David Murray, ex CBA CEO and long a hot head, compares ASIC to Hitler. No wonder he never landed any big listed boards as a NED
– Market observation: "fade the rally" probably most given advice to investors over past week. Self-fulfilling this week? #ausbiz #investing
– Lack of corporates buying in their own stock could translate into a weaker period for US #equities #ausbiz #investing #stocks
– Market in 'Slow-Grinding Bear' Until 2017, Says Well-Known Technician http://dlvr.it/Kz3sKl
– Trading tip from Morgan Stanley: Oil Search (OSH) shares to fall over nxt 30 days on oil price, funding concerns #ausbiz #investing #stocks
– Macquarie (MQG) reiterates guidance for FY16 and CLSA reiterates its Conviction Buy for the shares, target $94 #ausbiz #investing #stocks
– CLSA on Dulux (DLX): core paints business remains one of the highest quality businesses on the ASX and one to which we still want exposure
– Bell Potter initiates coverage Medical Developments International (MVP) with Buy, $7.50 target, "aggressive growth" #ausbiz #stocks
– NSFR suggests ANZ/NAB/WBC need more capital, reports Macquarie. Regionals generally better placed to meet NSFR requirements #ausbiz #banks
– Exactly why is Twitter trying to lure me into following the Kardashians? Big Data gone awry? #ausbiz #thingsyouwontbelieve
– Morgans drops ANZ Bank (Hold) to least preferred bank; Westpac (WBC) remains most preferred #ausbiz #investing #banks #stocks
– Investors prefer caution above optimism. Results from March Investors Sentiment Survey http://goo.gl/eaBQVi #ausbiz #investing #stocks
– Moelis raises Pro Medicus (PME) price target to $4.18, lifts forecasts by +10%, sees more US deals on horizon. Buy #ausbiz #investing
– BTIG: overbought conditions are likely to take their toll on US #equities momentum this month, despite April’s positive seasonality #ausbiz
– Gutsy? @InvastGlobal advises investors to go short ANZ Bank with stop loss at $24 as smart money anticipates more bad news #banks #ausbiz
– Goldman Sachs concludes environment for stock pickers is now best since GFC #ausbiz #investing #stocks #equities
– Biggest leak in the history of data journalism just went live, and it's about corruption. http://panamapapers.sueddeutsche.de/en/ https://
You can add my regular Tweets on Twitter via @filapek
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