FYI | Jun 03 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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– Trading Tip from Morgan Stanley: Computershare (CPU) to underperform over next 60 days post recent rally #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: ASX shares to outperform over next 60 days as market has undervalued defensive beta #ausbiz #investing
– The battle is on! CLSA upgrades Japara (JHC) & Regis (REG) to Buy, retains Estia (EHE) as Buy. Take that BA-ML! #ausbiz #investing #stocks
– CBA has now joined the Fed-will-raise-in-July camp #ausbiz #investing #stocks
– Results from the May Australian Investors' Sentiment Survey: Caution Rules http://goo.gl/WTncfY #ausbiz #investing #stocks
– Australian investors have become even more cautious post 7 week #equities rally http://goo.gl/QKdCU1 #ausbiz #investing #stocks
– Canaccord Genuity initiates coverage AWE Ltd with Hold rating and 96c price target #ausbiz #investing #energy #stocks
– Canaccord Genuity initiates coverage Cooper Energy (COE) with Buy and 34c price target #ausbiz #investing #energy #stocks
– The vagaries of agri-forecasting. Global salmon supply in contraction this year, reports Bell Potter. Buy HUO #ausbiz #investing #stocks
– Cockroach theory alive and kicking with 3P Learning (3PL) issuing yet another disappointing market update #ausbiz #investing #stocks
– Investors have fallen in love with market outperformers, but does this mean the end of the trend is near? http://bit.ly/1Utep3m #ausbiz
– It costs $200 to buy a dozen eggs in Venezuela right now http://ow.ly/bvfY300MDgM | @FairfaxForeign
– CBA now believes FOMC ready to hike by 25bp in July, risk is for earlier move (e.i. June) #ausbiz #investing #stocks
– Australian Stock Exchange increasingly adding technology stocks. Guvera announces IPO to raise up to $80m #ausbiz #investing #stocks
– Bell Potter cuts forecasts, downgrades Pulse Health (PHG) to Hold, reduces price target to 32c #ausbiz #investing #stocks
– Citi calls it the Perfect Storm for global dairy sector; milk prices globally to stay low for next 12 months #ausbiz #investing #stocks
– Aldi – An unstoppable force? UBS study suggests "yes", but Coles is seen doing a good job slowing Aldi's growth #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: ALQ (ALS) shares to weaken over next 60 days following disappointing FY report #ausbiz #investing #stocks
– Citi rates Orocobre (ORE) Sell as market seen mispricing risk final commission Olaroz + unrealistic price expectations #ausbiz #Lithium
– Macquarie initiates coverage #Lithium stocks; only ORE & NMT receive Outperform rating #ausbiz #investing #stocks
– Macquarie predicts #Lithium market in balance in 18 months' time. Producers want to be in business now #ausbiz #investing #mining
– Did UBS just lift CSL price target to $126? After strong rally, rating pulled back to Neutral #ausbiz #investing #stocks
– BTIG chartist suggests global #equities putting in "false breakout", anticipates weakness to resume next two weeks #ausbiz #investing
– Citi global strategists remain underweight global #equities, overweight government bonds on pending slow down #ausbiz #investing #stocks
– Citi remains convinced analysts & investors underestimating GLNG & APLNG. Buy Santos & Origin #ausbiz #investing #energy #stocks
You can add my regular Tweets on Twitter via @filapek
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