FYI | Jun 10 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 @InvastGlobal: Buy ALS Ltd (ALQ) shares with tight stop loss at $4.90 #ausbiz #investing #stocks
– CLSA reiterates Buy rating for "high quality" Amcor (AMC), price target $18.15 #ausbiz #investing #stocks
– Ord Minnett has initiated coverage on Reliance Worldwide (RWC) with Accumulate, $3.23 target #ausbiz #investing #stocks
– Canaccord Genuity initiates coverage Kathmandu (KMD) with Buy, $1.60 target on successful turnaround, increased div payout #ausbiz #stocks
– Citi removed EclipX (ECX) and Vitaco (VIT) from its Focus List Australia/NZ #ausbiz #investing #stocks
– Not necessarily reflected in day to day moves, but it is risky time to be investing in #equities http://goo.gl/H8seqU #ausbiz #investing
– Interestingly, increasing supply is going to stop the silver price from rising in 2017, predicts Citi #ausbiz #investing #PreciousMetals
– Trading Tip from Morgan Stanley: Downer EDI (DOW) shares to fall in next 60 days following recent rally #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: Caltex (CTX) shares to outperform sector in next 60 days following weakness #ausbiz #investing #stocks
– CLSA upgrades Alumina Ltd (AWC) to Outperform from Buy on further cost cutting, alumina division #ausbiz #investing #stocks
– CLSA initiates Qube (QUB) with Sell on operational headwinds + Moorebank takes years to create value #ausbiz #investing #stocks
– Enjoy while it lasts? National Australia Bank: Iron ore riding an unsustainable wave #ausbiz #ironore #investing #stocks
– Bell Potter initiates a2 Milk (A2M) with a Buy rating and $1.81 target price with co in infancy of its earnings growth profile #ausbiz
– Trading Tip from Morgan Stanley: Northern Star (NSR) shares to rise in next 15 days following recent weakness #ausbiz #investing #gold
– Trading Tip from Morgan Stanley: Evolution Mining (EVN) shares to rise in next 15 days following recent weakness #ausbiz Investing #gold
– Citi sees potential upside S-T #ironore on #china demand. Forecasts US$42/t, US$38, US$38, US$40 for 2017-2020 #ausbiz #investing 2/2
– Citi remains bearish medium term #ironore. Seaborne market to spend longer time finding lows before rebalancing #ausbiz #investing 1/2
– After all is said and done… CIBC: continue to expect a September move from the Fed #ausbiz #investing #stocks
– Citi's base case is for #gold to continue trading inside US$1100 to US$1250/oz range for the next two years #ausbiz #investing
– So… gradual interest rate hikes as US economy is strong enough, but none this year? Cannot make this stuff up #ausbiz #investing #stocks
– S&P 500 closes within 1% of its all-time price high, closest to a new high of all global equity indices. $SPX
– BTIG tech analyst sees US #equities risk as to the downside with overbought momentum, confidence fragile #ausbiz #investing #stocks
– Citi had change of heart on Treasury Wine Estates (TWE). Predicts Asian margins to fall as wine becomes more popular. Sell #ausbiz #stocks
– Crucial question: Does Friday's NFP imply the USD has now peaked and en route to weaker levels? #Gold seems to think so #ausbiz #investing
– Post NFP, @DougKass concludes: it now seems unlikely the Federal Reserve will hike at its June or July meetings #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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