FYI | Aug 05 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 Morgan Stanley: Westfield (WFD) to outperform sector next 60 days as solid result anticipated #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: Scentre Group (SCG) to underperform its sector over next 60 days on valuation #ausbiz #investing #stocks
– Probably supporting today's rally: Morgan Stanley tips Mantra (MTR) shares to outperform the sector over next 60 days #ausbiz #investing
– CLSA technical analysis suggests A-Reits in Aus look vulnerable to a correction back to 200MA #ausbiz #investing #stocks
– RBC Capital: We take the seemingly unpopular view, and contend that #gold has already seen its 2016 peak #ausbiz #investing #stocks
– Dennis Gartman "convinced" Venezuela only weeks away from coup d'etat #crudeoil #ausbiz #investing #stocks
– Strategists at UBS have left their end of calendar year target for ASX200 unchanged at 5500 #ausbiz #investing #stocks
– The AIA National Annual Conference is now just 3 days out! It is going to be biggest in over 16 years. You can… http://fb.me/1kyTORBjy
– CLSA continues to see A2M & BAL as material beneficiaries ongoing shift towards super-premium imported formula in #China #ausbiz #stocks
– Macquarie asks the question on everyone's lips: #ironore prices back above US$60/t, but for how long? #ausbiz #investing #stocks
– Genworth Mortgage Ins. Australia (GMA) downgraded to Neutral, removed from Conviction List at Goldman Sachs #ausbiz #investing #stocks
– Morgan Stanley sees #gold stocks rising next 15 days; incl Alacer, Evolution Mining, Northern Star #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: Monadelphous (MND) to weaken in next 60 days following strong rally #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: James Hardie (JHX) to weaken in next 15 days on increased competition fears from Louisiana Pacific #ausbiz
– Canaccord Genuity initiates Blue Sky Alternative Investments (BLA) on BUY and target price $9.14 #ausbiz #investing #stocks
– Citi's UK banking team has downgraded CYBG (CYB) to Sell on valuation grounds #ausbiz #investing #stocks
– August reporting season Australia. What to expect? Which companies are set for surprise? http://goo.gl/HNjGyH #ausbiz #investing #stocks
– Everyone's favourite, Mantra (MTR), out of favour at Deutsche Bank. Downgrade to Sell. $3.00 target. Ouch!? #ausbiz #investing #stocks
– Trading Tip from Morgan Stanley: Challenger (CGF) to underperform the sector over next 60 days post recent rally #ausbiz #investing #stocks
– Citi initiates coverage Scottish Pacific Group (SCO) with Buy, $4.19 price target #ausbiz #investing #stocks
– The Russell 3k, which represents 98% of investable U.S. equities, is at an all-time high http://on.mktw.net/2apL25P
– CS analysts post client visits: We have come across almost no one who seems to have outperformed or made decent returns this year #ausbiz
– "Nothing is particularly hard if you divide it into small jobs." – Henry Ford.
– How CBA economists see it: "RBA Board Meeting – August 2016. Cutting With Clenched Teeth" #ausbiz #investing #stocks
– Uh-Oh. Gavekal says there is little chance of a strong inventory-driven rebound in third quarter US GDP growth #ausbiz #investing #stocks
– Moelis reiterates BUY rating for Alexium (AJX) and 12 month target price of $1.20 #ausbiz #investing #stocks
– CLSA upgrades NAB to Outperform and downgrades ANZ to Underperform in response to recent moves #ausbiz #investing #banks #stocks
– Amongst silliest comments made this week: ".. as #crudeoil fell into another bear market…". Intelligent people using stupid rules #ausbiz
– Citi's oil desk: "While trading at a US$3-handle cannot be ruled out this month, crude markets may be nearing a bottom" #ausbiz #energy
– UBS's sector update summarises it nicely: "Banks are not expensive, but headwinds are mounting" #ausbiz #investing #stocks
– Moelis "increasingly confident" on Updater (UPD). Buy, target $0.81c #ausbiz #investing #stocks
– Goldman Sachs downgrades global #equities tactically to Underweight over 3 mths, Neutral over 12 months. Overweight cash #ausbiz #investing
– I'm old enough to remember when markets when down as well as up. #XJO #spx
– Goldman Sachs initiates debtor financier Scottish Pacific Group (SCO) with Neutral rating, $3.65 target #ausbiz #investing #stocks
– Goldman Sachs initiates Lifestyle Communities (LIC) with Buy rating and $4.00 price target #ausbiz #investing #agedcare #stocks
– Shaw downgrades Webster (WBA) to Hold as lower walnuts prices present downside risk FY16. Target drops to $1.42 #ausbiz #investing #stocks
– Shaw downgrades Webster (WBA) to Hold as lower almond prices present downside risk FY16. Target drops to $1.42 #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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