FYI | May 06 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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– Ballsy CBA reaffirms forecasts AUDUSD 0.7500 by end June and 0.7800 year by year-end #ausbiz #investing #stocks
– Uh-Oh. Morgan Stanley increasingly concerned about AN in USA and thus on outlook Incitec Pivot & Orica #ausbiz #investing #stocks
– Citi reports fund managers' anxiety seems focused on politics, earnings sluggishness + #commodities rally sustainability #ausbiz #investing
– Deutsche Bank analysis reveals only 5% #ironore producers loss-making at current prices, thinks the rally will not last beyond 3Q16 #ausbiz
– CLSA has cut BHP Billiton to Underperform on rising #China worries. Price target $19 #ausbiz #investing #commodities #stocks
– Canaccord Genuity nominates Perseus Mining (PRU) as Top Pick in Australian gold sector #ausbiz #investing #stocks
– Citi believes in the ANZ Bank turnaround story; elevates ANZ as Top Pick in sector, sees "compelling restructure story" #ausbiz #investing
– Dennis Gartman warns US #equities appear to be rolling over; bearish tech signals + trendlines are being broken #ausbiz #investing #stocks
– It doesn't look like it on the percentages up and down, but ASX200 has effectively gone nowhere over the past two days #ausbiz #investing
– CLSA warns about surging debt in #China. #Banks facing rising NPLs, above market expectations, turns cautious Chinese #equities #ausbiz
– Credit Suisse calls it the RBA rate cut the share market didn't need; reiterates ASX200 target of 6000 by year-end #ausbiz #investing
– Credit Suisse warns too many non-steel related commodity stocks have run too hard. Downgrades a few #ausbiz #investing #stocks
– Trading Idea from Morgan Stanley: Incitec Pivot (IPL) shares to weaken over next 60 days with downgrades likely following FY report #ausbiz
– Hallgarten & Co: Anyone who expects the peaks of the last 15 years to be retested in ANY metal needs their head read #ausbiz #metals
– Hallgarten & Co hints: The Lithium “boom” is in full swing giving an opportunity for taking profits #ausbiz #commodities #investing
– Deutsche Bank sees at least 50bp more RBA cuts; cash rate at 1.25% by May 2017; more easing possible as inflation fails to lift #ausbiz
– Dennis Gartman: this remains a global bear market although very few see it that way #equities #ausbiz #investing #stocks
– CBA (no cuts prior) has now revised its RBA forecast to another 25bp cut in August #ausbiz #investing #stocks
– More details: Australia cuts key rate to a new record low to combat disinflation http://bloom.bg/1SIco43
– Moelis downgrades Folkestone Education Trust (FET) to Hold, target $2.44 #ausbiz #investing #stocks
– Moelis downgrades Charter Hall Retail (CQR) to Sell because deemed too expensive. Target $4.21 #ausbiz #investing #stocks
– Shorting Australian #banks. Sounds a lot easier than it is done in practice, which shows up time and time again #ausbiz #investing #stocks
– CLSA believes both APN Outdoor (APO) and Ooh!Media (OML) poised for profit upgrades. Lifts forecasts and price targets #ausbiz #investing
– CLSA downgrades Ansell (ANN) to Sell with lowered price target of $15.90 #ausbiz #investing #stocks
– Citi analysts lift AUD/USD forecast to US82 cents by Q4 2016. Says higher #commodity prices will outweigh potential RBA cuts #ausbiz
– Goldman Sachs says underlying inflation too low to ignore; RBA to cut by 25bp today #ausbiz #investing #stocks
– Morgan Stanley strategists continue advising investors to be cautious #equities #ausbiz #investing
– ANZ Bank proving banking analysts were correct dividing Big Four in two different categories. Big miss + Div Cut #ausbiz #investing #banks
– CBA sees #basemetals prices peaking in Q2 this year with surpluses depressing prices in 2017 #ausbiz #commodities #investing
– CBA warning: Growth in #China could take turn for the worse in H2, when Beijing’s short term stimulus runs out of steam #ausbiz #investing
You can add my regular Tweets on Twitter via @filapek
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