FYI | Sep 16 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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– Moelis initiates coverage of Centuria Capital Ltd (CNI) with Buy rating and 12 month target price $1.61 #ausbiz #XJO #investing #stocks
– CLSA retains Buy rating for Sydney Airport (SYD), most preferred infrastructure stock in Australia #ausbiz #investing #XJO #stocks
– Trading Tip from Morgan Stanley: Reject Shop (TRS) shares to rise over next 60 days following weakness #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Qube (QUB) shares to weaken next 60 days on weakening outlook #ausbiz #investing #XJO #stocks
– Bell Potter downgrades GI Dynamics (GID) to Sell, target cut to 1.4c on too much uncertainty, too much risk #ausbiz #XJO #stocks #investing
– Dennis Gartman warns: It's a bear market. Weakness of last week is simply start of the next leg downward #ausbiz #XJO #stocks #investing
– NAB: RBA will hold steady in the near-term, but two cuts are likely to follow in mid-2017 as low inflation persists #ausbiz #XJO #stocks
– Goldman Sachs Upgrades CBA to Buy with increased price target of $82.79 on belief no more RBA rate cuts #ausbiz #XJO #banks #investing
– After recent weakness, CommBank shares now offer 6% yield (forward). De-rating completed? #ausbiz #banks #XJO #investing #stocks
– Danske Bank's latest update: 10 reasons why we believe the Fed will not hike this year. Just saying 😉 #ausbiz #XJO #investing #stocks
– Bell Potter upgraded CYBG (CYB) to Buy, $5.45 target, on increased growth projections, lauds "resilience" #ausbiz #XJO #investing #banks
– Goldman Sachs initiated coverage Propertylink Group (PLG) with Conviction List Buy, Target $1.00 #ausbiz #XJO #stocks #investing
– Citi's small cap stock idea for this month is Aconex (ACX), seen as oversold. Favourites incl NXT, WTC, AAD, VRL, FPH & AHY #ausbiz #XJO
– Share market weakness is all about the Fed right? Maybe. Maybe not. My Weekly Insights https://goo.gl/PT2iL5 #ausbiz #XIO #investing
– CBA: remain comfortable coking #coal prices will fall as Chinese demand wanes and prices better reflect costs. Early 2017? #ausbiz #XJO
– CBA: The question remains how long can #China rely on policy stimulus to keep growth afloat #ausbiz #XJO #investing #commodities
– Credit Suisse sees upside risk to #commodities prices, resources stocks as #China is ready for fiscal stimulus #ausbiz #XJO #investing
– Citi: #crudeoil prices remain rangebound in US$42-50/bbl range, see no obvious catalyst to break out of this range #ausbiz #XJO #energy
– Bell Potter initiates coverage QANTM IP Ltd (QIP) with Buy rating, target $2.85 #ausbiz #XJO #investing #stocks
– DEUTSCHE BANK: 'The economy is set for three decades of sluggish growth' http://read.bi/2c6kgij
– Get ready for some bad news from ASIC on dodgy car insurance practices. Press conference 11am today #ausbiz #XJO #investing #stocks
– If you don't like what you are seeing on ASX this morning, maybe focus on Wawrinka-Djokovic on US Open… #ausbiz #XJO #stocks #investing
– Citi economists continue to believe Aussie econ data feed complacency: "Some of Australia’s activity data is on borrowed time" #ausbiz #XJO
– Shaw on WOR: Lack of Earnings Visibility Reiterates Caution is Required in FY17…and Not Cheap Either #ausbiz #XJO #stocks #investing
– Deutsche Warns Companies Will Sharply Cut 2017 Earnings Expectations Next http://www.zerohedge.com/news/2016-09-11/deutsche-warns-companies-will-sharply-cut-2017-earnings-expectations-next …
You can add my regular Tweets on Twitter via @filapek
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