FYI | Jul 15 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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– Danske Bank maintains view UK facing recession; BoE to reduce cash rate to zero from 0.50% #ausbiz #investing #stocks
– Dennis Gartman observes US #equities significantly overstretched to upside, but doesn't mean cannot rally for longer #ausbiz #investing
– Bell Potter declares Computershare (CPU) a value trap, deserves to trade on a lower PE than in the past. Sell #ausbiz #investing #stocks
– Bell Potter predicts WiseTech Global (WTC) will beat prospectus forecasts. Buy. Lifts target to $5.90 #ausbiz #investing #stocks
– Sign O' the times: Credit Suisse further cuts #China growth forecasts, but stimulus is forthcoming, say the analysts #ausbiz #investing
– Citi sums it up nicely: value emerging Computershare (CPU) shares, but downgrades to consensus forecasts likely coming #ausbiz #investing
– Saxo Bank's Steen Jacobsen: next few months the most crucial period since the euro crisis of 2012 for global #equities #ausbiz #investing
– Moelis suggests G8 Education (GEM) likely to disappoint in August; reduces forecasts. Hold. Target $3.88 #ausbiz #investing #stocks
– Dennis Gartman worries about #crudeoil. Trendlines have been broken, term structure is bearish… #ausbiz #investing #stocks
– Bold prediction by Deutsche Bank: #crudeoil to remain near US$50/bbl beyond year-end; target US$57/bbl end 2017 #ausbiz #investing #stocks
– Can somebody explain to whomever responsible for research at Ord Minnet difference between Mineral Deposits and Mineral Resources? #ausbiz
– Trading Tip from @InvastGlobal: Buy Boart Longyear (BLY) #ausbiz #investing #stocks
– Citi summarises it succinctly: ultimately, lower inflation will force the RBA's hand… #ausbiz #investing #stocks
– UBS cut #Uranium price forecasts by 20-40% for 2016-18 as both demand & supply weigh upon outlook #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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