FYI | May 20 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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– Telstra has again been hit by widespread network outages this time affecting NBN and ADSL customers
– Credit Suisse "tactically cautious on global equities", downgrades Australia to Neutral, increased risk for correction 3mth horizon #ausbiz
– And yet another research report out on #Lithium. Canaccord lifts target for ORE to $5.15, GXY to 60c, GMM falls to 85c #ausbiz #investing
– ANZ Bank: ‘global inflation factor’ likely continue to weigh on inflationary pressures in Australia, at least over next 1.5 year #ausbiz
– Warning from Goldman Sachs: Aussie #Gold stocks look expensive, factoring in >A$2,000/oz gold #ausbiz #investing #stocks
– In-depth study by CLSA suggests Woolworths (WOW) still at risk of further downgrades. Metcash gets clean bill of health #ausbiz #investing
– Trading tip from Morgan Stanley: WiseTech Global (WTC) shares to rise over next 45 days due to compelling S-T valuation #ausbiz #stocks
– Crowdfunding has arrived in Australia, allowing smaller investors invest in corporate bonds. Look up VentureCrowd #ausbiz #investing #bonds
– Citi: "we think the recent rally in iron ore and steel is not sustainable" #ausbiz #ironore #investing #commodities
– Macquarie has taken the view Flight Centre (FLT) not going to achieve guidance. Cuts estimates. Underperform. Target $34.68 #ausbiz #stocks
– Macquarie: "We think that the RBA will have to cut the cash rate further, to at least 1%" #ausbiz #investing #stocks
– Are "Expensive Defensives" a temporary fad or merely a misunderstood sign of new times? http://goo.gl/dD9qej #ausbiz #investing #stocks
– UBS downgrades JB Hi-Fi (JBH) to Neutral from Buy despite seeing more upside medium term. Target $24.20 #ausbiz #investing #stocks
– This might be a trivial detail but most analysts anticipate Insurance Australia Group (IAG) will cut dividends next year #ausbiz #stocks
– "Sell in May and go away," is the saying. Goldman thinks that's a fair strategy this year http://bloom.bg/27qNPin
– Macquarie upgrades #ironore price forecasts, still expecs fall to US$48/t by Q42016, US$45/t for 2017. Prefers FMG, RIO #ausbiz #stocks
– Goldman Sachs revises #crudeoil forecasts: US$50/bbl for H2 2016; US$60/bbl by late 2017 #ausbiz #investing #stocks #energy
– CommBank retreats from earlier defiant stance. Now projects AUD/USD to end 2016 at 0.73 rather than 0.78 #ausbiz #investing #stocks
– Goldman Sachs downgrades AusNet (AST) to Sell on warmer winter period coming. AGL favourite in sector #ausbiz #investing #stocks
– Morgan Stanley finds future risks embedded in AMP Life are now well & truly in the share price #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: Integral Diagnostics (IDX) shares to rise over next 60 days following weakness #ausbiz #investing #stocks
– NAB: "We have serious concerns around the sustainability of the current rebound in Chinese construction activity" #ausbiz #China #Investing
– Risk-on stocks up, risk-off stocks up. What's going on? @Filapek shares his thoughts in his weekly update: http://buff.ly/1NsFQuO #ausbiz
You can add my regular Tweets on Twitter via @filapek
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