FYI | Sep 23 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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– Research Report Title Of The Day: "Dividend Yield Strategy: Rumors of Its Demise Exaggerated" (Citi) #ausbiz #XJO #stocks #investing
– Trading Tip from @InvastGlobal: Buy McGrath (MEA) "with a medium term horizon in mind" #ausbiz #XJO #stocks #investing''
– Bell Potter initiates coverage TPI Enterprises (TPE) with Hold rating and valuation (target) of $3.17 #ausbiz #XJO #stocks #investing
– One of Vocus' (VOC) supporters says "enough is enough". Shaw downgrades to Hold, until more clarity arises #ausbiz #XJO #stocks #investing
– Take it as a warning from Citi: OPEC may have to act to hold the bottom of the US$40-50 range #ausbiz #crudeoil #XJO #energy #stocks
– Title of the Day award goes to @DougKass "Desperadoes of the Monetary Kind" #ausbiz #XJO #stocks #investing
– Boring, but remains true: #equities today are all about bond yields, and central banks. My Weekly Insights http://goo.gl/OhTP0A #ausbiz
– The End Of The Yield Trade? Macquarie says 'nonsense' and upgrades Sydney Airport (SYD) to Outperform, target $7.45 #ausbiz #XJO #investing
– Macquarie concludes #China creates a relatively short, demand-driven window of opportunity for commodity prices and producers #ausbiz #XJO
– Trading Tip from Morgan Stanley: Cochlear (COH) shares to fall over next 60 days following recent strength #ausbiz #XJO #stocks #investing
– Observed: most analysts remain positive post TPG guidance shock. DB initiates on Buy. Morgans downgrades to Reduce #ausbiz #XJO #stocks
– Moelis maintains Buy for ChimpChange (CCA) with 12-month price target $1.20 #ausbiz #XJO #investing #stocks #disruptor
– Key conclusion from Deutsche Bank: Our Basel IV work suggests further capital raisings are unlikely [for Aussie banks] #Ausbiz #XJO #banks
– Report title of the day: "Growth, Growth, Wherefore Art Thou Growth?" (kudos to Citi) #ausbiz #XJO #stocks #investing
– When TINA becomes TINWO – Federal Reserve confronts a possibility it never expected: No exit. – The Washington Post
– Euro inflation expectations stone dead, despite bond rout. "Market prices in disinflation for next decade" JP Morgan
– The recent liquidity on the ASX has been so pathetic I don't think most traders would have noticed it was closed all morning.
– Flight Centre (FLT) is offering no booking fee when transacted online. Incentive to spur on demand? #ausbiz #XJO #investing #travel #stocks
– Yet another one… UBS says market way too optimistic on Woolworths (WOW) turnaround story. Sell. Target $19.30 #ausbiz #XJO #stocks
– It seems Slater & Gordon $SGH are going to sue Watchstone (Quindell) because SGH didn't do their own due diligence. Hmmm
– Shaw & Partners cuts estimates, and target to $18.50 from $19.00, but upgrades AGL to Buy ahead of AGM #ausbiz #XJO #stocks #investing
– Bell Potter suggests market overly concerned about threats and growth for Mantra (MTR). Buy. Target $4.16 #ausbiz #XJO #stocks #investing
You can add my regular Tweets on Twitter via @filapek
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