FYI | Sep 09 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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– Goldman Sachs upgrades GPT to Neutral following share price weakness #ausbiz #investing #stocks #XJO
– Goldman Sachs downgrades Charter Hall (CHC) on valuation to Sell, Upgrades CH Retail (CQR) to Buy #ausbiz #investing #XJO #stocks
– CLSA double upgrades Sigma (SIP) to Outperform from Sell, ups target 28% to $1.42, continues heavy lifting in tough industry #ausbiz #XJO
– Trading Tip from Morgan Stanley: Platinum Asset Management (PTM) shares to underperform broader market next 60 days #ausbiz #XJO #investing
– A stock doesn't know that you own it. From Adam Smith's The Money Game
– One disappointment too many? Canaccord Genuity downgrades Urbanise (UBN) to Hold from Buy, target 20c #ausbiz #investing #XJO #stocks
– Ord Minnett declares mining services & contractors due for de-rating. Shares have overshot, low quality in particular #ausbiz #stocks #XJO
– Hopla! There's the next one… Citi has cut its price target for Telstra (TLS) to $4.50, downgrade to Sell #ausbiz #investing #XJO #stocks
– August reporting season: the beats, the misses, elevated valuations & fallen angels http://bit.ly/2cmVfgF #ausbiz #investing #XJO #stocks
– Morgan Stanley has lifted base case year-end projection for S&P500 to 2300 from 2200, implying moderate optimism #ausbiz #XJO #investing
– Citi analysts forecast #silver prices to average US$19.20/oz in 4Q16 #ausbiz #XJO #precious #investing
– Trading Tip from Morgan Stanley: APA to outperform the sector over the next 30 days following recent weakness #ausbiz #XJO #stocks
– Observed: Bell Potter now rates both Altium (ALU) and TechnologyOne (TNE) as a Sell post strong rallies #ausbiz #XJO #investing #stocks
– Moelis remains cautious on Estia Health (EHE), highest risk amongst listed operators. Too many uncertainties. Target $2.83. Hold #ausbiz
– When monkeys are taught to recognize themselves in the mirror, they often use it to inspect their genitals.
– CBA still expects another RBA rate cut to 1.25% at November meeting. Low wages growth should keep inflation tame #ausbiz #XJO #investing
– Moelis upgrades Centuria Metropolitan REIT from a Hold to a BUY with a 12 month target price of $2.40 #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: AMP shares to outperform ASX200 over next 60 days following weakness #ausbiz #XJO #stocks #investing
– Did Shaw & Partners just cut the price target for Telstra (TLS) to $4.75 from $5.69? (Hint: they did). Hold #ausbiz #XJO #stocks #investing
– Canaccord Genuity initiates coverage on Orecorp (ORR) with Speculative Buy rating, $1.00 price target #ausbiz #XJO #gold #investing
– Never a good sign… Macquarie ceases coverage Kingsgate (KCN) and Sheffield (SFX) #ausbiz #XJO #investing #resources #stocks
– CLSA also suggests both Insurance Australia (IAG) and AMP remain a Sell #ausbiz #XJO #stocks #insurance #investing
– This negative story continues… CLSA cuts to Sell aged care providers Estia (EHE), Japara (JHC) and Regis (REG) #ausbiz #XJO #stocks
– CommSec pays $700k in fines http://bit.ly/2bNXUNX #businessnow
You can add my regular Tweets on Twitter via @filapek
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