FYI | Jul 01 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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– CBA: #China ’s economy should face renewed downward pressure in H2, because of a housing market downturn #ausbiz #investing #commodities
– Vested Equities initiated coverage A2 Milk (A2M) with Buy rating, $2.32 target price #ausbiz #investing #stocks
– ANZ Bank says latest data suggest #China is unlikely to achieve GDP growth of 6.7% in Q2. Fiscal policy stimulus coming #ausbiz #investing
– Citi believes Qantas (QAN) is the cheapest priced airline stock in the world. Buy #ausbiz #investing #stocks
– Bell Potter points out Praemium (PPS) to benefit from GBP devaluation through smaller losses for UK operations #ausbiz #investing #stocks
– You reckon Bell Potter's TS Lim likes CBA? "Only in the darkness can you see the stars". Buy. Target $82 #ausbiz #investing #stocks
– About face from Citi. Upgrades Mantra (MTR) to Hold following weakness and as Airbnb threat is longer term #ausbiz #investing #stocks
– CBA: "We now expect the FOMC to increase the Fed Funds rate only once in 2016 to a target range of 0.50 0.75%" #ausbiz #investing #stocks
– JPMorgan thinks everyone should read these 10 books this summer http://read.bi/1U96wAf
– Statistical observation: ASX200 total return past 10 years hardly beats inflation over the period, and only thanks to dividends #ausbiz
– From Brexit to Brexhaustion: investors in need of deciphering cause behind specific share price weakness http://bit.ly/291CYBA #ausbiz
– Stockbroker Shaw: now assume no FED increase in 2016 and 1% increase in 2017 #ausbiz #investing #stocks #Brexit
– Morgans adds BHP and Smartgroup to high conviction list, removes NEXTDC, Vitaco and CYBG #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Sirtex (SRX) shares to rise over next 60 days following recent weakness #ausbiz #investing #stocks
– Dennis Gartman: It is a bear market, get ready for the dead cat bounce, and sell into the rally #ausbiz #investing #stocks
– Status of #commodities anno 2016: Birimian Gold (BGS) just issued an update on its lithium project in Mali #ausbiz #investing #stocks
– JPMorgan global equity Strategists expect risk-off mindset to persist for foreseeable future, clear preference yield, defensives #ausbiz
– Bell Potter upgrades Altium (ALU) back To Hold following share price weakness. Target $6.00 #ausbiz #investing #stocks
– Macquarie remains positive on outlook for US #equities, hence any Brexit related weakness seen as buying opportunity #ausbiz #investing
– Succinct summation from Citi's Commodities team: Investors told to keep calm but then panic as Brexit unfolds #ausbiz #investing #brexit
– Stocks most at risk from economic fallout Brexit, according to Citi, CYB, HGG and WFD #ausbiz #investing #stocks
– Citi's soothing forecast for nervy investors: post Brexit #equities correction is likely, but not a Bear Market #ausbiz #investing #stocks
– A new term to describe global sentiment post-Brexit: Brexhaustion #ausbiz #investing #stocks
– Stockbroker Shaw cuts Clydesdale (CYB) forecasts -16% & -23% this yr + nxt. Target falls to $5.46. Rating downgrade to Hold #ausbiz #brexit
– Asaleo Care (AHY) now fairly valued, says Citi. Downgrades to Neutral while lifting price target to $2.15 #ausbiz #investing #stocks
– Some incredible moves in fed fund futures markets. October FF @ 34bp , so chance of a cut at Sept. One hike not priced until June 2018.
– Post-Brexit: US Stategists at Credit Suisse lower year-end target for S&P500 to 2000 #ausbiz #investing #stocks
– Post-Brexit: Credit Suisse lowers ASX200 year-end target to 5,500 from 6,000 #ausbiz #investing #stocks
– July may be back on the table at the Fed …for a rate cut http://bloom.bg/28RZShB
You can add my regular Tweets on Twitter via @filapek
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