FYI | Jun 17 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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– Let it be said: market consensus is too sanguine on outlook for Aussie #banks, says Morgan Stanley. Remains negative on sector #ausbiz
– Unsurprisingly, further research has taught Macquarie 3P Learning (3PL) turnaround requires longer, downgrade to Neutral #ausbiz #stocks
– SAI Global (SAI) shares cheap, says Canaccord Genuity, but no catalyst in sight. Initiates on Hold, $3.47 target #ausbiz #investing #stocks
– CLSA replaces NBA, NCM & SCG in its Top 15 with CYB, AWC & WFD #ausbiz #investing #stocks
– Love it! #ausbiz #investing #stocks
– Pimco notes: nine members of the FOMC are now in the New Neutral camp that PIMCO has been discussing for the past two years #ausbiz #stocks
– Westfield (WFD) shares too pricey? Citi thinks they are. Downgrade to Sell #ausbiz #investing #stocks
– CBA predicts UK recession if Brexit occurs while markets will re-assess global growth prospects; more risk than currently priced in #ausbiz
– ANZ Bank economists estimate RBA neutral nominal cash rate has fallen from 4.75-5.75% previously to post-crisis range of 2.25-3.25% #ausbiz
– Ord Minnett confident MYOB (MYO) going to fight back + enjoying cloud migration benefits. Initiates with Buy, $4.30 target #ausbiz #stocks
– Macquarie sees downside risk to #basemetals forecasts; Western Areas (WSA) sole pure play with Outperform rating #ausbiz #investing #stocks
– Chinese stocks denied MSCI entry in a blow to Xi’s ambitions http://bloom.bg/1Q2dsAr
– ANZ: case for further easing from BoJ remains strong as underlying price dynamics remain unfavourable, maybe not this week #ausbiz #stocks
– Credit Suisse suggests Chinese shareholders Virgin (VAH) might be precursor to Chinese interest in Qantas (QAN) #ausbiz #investing #stocks
– Ouch!? Citi believes Origin (ORG) will not pay out any dividends the coming two years #ausbiz #investing #energy #stocks
– Board of National Australia Bank (NAB) working towards Asian take-over proposal reports @bankingday #ausbiz #investing #banks #stocks
– ANZ Bank: Given today’s data, there is higher risk for #China to miss the growth target of 6.5% y/y in Q2 #ausbiz #commodities #investing
– CIBC: We might have reached point in which cost of low rates exceeds their benefit. Small hikes can potentially prove recessionary #ausbiz
You can add my regular Tweets on Twitter via @filapek
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