FYI | Jul 29 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
****
– Ord Minnett not with the herd on Macquarie (MQG): maintain target $73.00 and see as being fully valued at current levels #ausbiz #stocks
– Moelis sees short term opportunity in Shine corp (SHJ) ahead of reporting season. Upgrades to Buy. Target $1.43 #ausbiz #investing #stocks
– CLSA's Christopher Wood: any pickup in Fed tightening expectations, and related US dollar strength, is likely to prove short lived #ausbiz
– CLSA has Clydesdale (CYB) as High Conviction Buy, lifts target to $5.50 from $4.50 #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Bendalaide (BEN) shares to underperform the broader index over next 60 days #ausbiz #investing #stocks
– Rare event. Citi initiates coverage Evolution Mining (EVN) with Sell. Target $2.41 #ausbiz #Gold #stocks
– Investors are witnessing a multi-asset bull market. Understand the dynamics and see the way forward http://bit.ly/2avxt3X #ausbiz #stocks
– CBA: Inflation rates are low whichever way you cut the numbers and are probably low enough to justify an August rate cut #ausbiz #investing
– Morgan Stanley -again- builds a case why CommBank FY16 (CBA) results will likely disappoint, falling EPS FY17? #ausbiz #investing #stocks
– Citi's preview on #banks reporting season suggests last hurray before real tough year opens up for the sector #ausbiz #investing #stocks
– Credit Suisse observes: Aussie P/E ratio now at a post-financial crisis high. Sticks with 5500 year-end target. Sideways outlook #ausbiz
– The problem with driverless cars: No one knows how to insure them
– Tip from @InvastGlobal: Buy ChimpChange (CCA), sees under-the-radar tech co with great promise, potentially #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Woolworths (WOW) shares to fall over next 45 days post yesterday's rally #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Goodman Group (GMG) to outperform sector over next 60 days ahead of strong results #ausbiz #investing
– Trading tip from Morgan Stanley: Cover-More (CVO) to weaken over next 60 days ahead of weak results #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Corporate Travel (CTD) to outperform sector over next 60 days ahead of strong results #ausbiz #investing
– Trading tip from Morgan Stanley: CSG ltd (CSV) to outperform the market over nxt 60 days ahead of strong results #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Arena Reit (ARF) to outperform sector over next 60 days ahead of solid results #ausbiz #investing #stocks
– Trading tip from Morgan Stanley: Aconex (ACX) to outperform the market over next 60 days ahead of strong results #ausbiz #investing #stocks
– Contrary to yesterday's spike in share price, stockbrokers do not seem enthusiastic about Woolworths outlook at all #ausbiz #investing
– Stuart Roberts (NDF Research) initiates coverage on ResApp Health (RAP) with Buy and 85c target #ausbiz #investing #stocks
– Ord Minnett's small cap favourites include Shaver Shop (SSG), Bellamy's (BAL), Hub24 (HUB), Helloworld (HLO), MYOB, Hansen (HSN) #ausbiz
– Ord Minnett remains convinced longer term dynamics outdoor media, still downgrades APN outdoor post 20% rally in July #ausbiz #investing
– Australian #equities market being hit by deluge in stockbroker downgrades. Mostly from Buy to Hold #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.
