FYI | Nov 11 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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– Shaw and Partners initiates coverage Northern Star (NST) with Hold rating and $4.50/share target #ausbiz #XJO #stocks #gold #investing
– Shaw and Partners initiates coverage Evolution Mining (EVN) with Buy rating and $2.70/share target #ausbiz #XJO #stocks #investing #gold
– Trading Tip from Morgan Stanley: Perpetual ((PPT) to outperform ASX200 next 60 days following weakness #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Graincorp (GNC) shares to rise next 15 days on higher FY17 East Coast crop estimates #ausbiz #XJO #stocks
– Goldman Sachs removed BlueScope Steel (BSL) from its Conviction List, but Buy rating remains #ausbiz #XJO #stocks #investing
– RBA Capital see NextDC (NXT) valuation upside to $5.70/share without any new projects. Outperform #ausbiz #XJO #stocks #investing #cloud
– Morgan Stanley on Westpac (WBC), again: Dividend cut increasingly likely in FY17 #ausbiz #banks #XJO #stocks #investing
– Macquarie turns into Trump megaphone: "Making steel great again" [stop it!] #ausbiz #XJO #stocks #investing
– Trump effect everywhere. Macquarie today: "Making NAB great again" #ausbiz #XJO #stocks #banks #investing
– Macquarie maintains: RBA rate cuts still needed and coming #ausbiz #XJO #stocks #investing
– Macquarie: continue to foresee a slow and cautious [US] hiking cycle (2 hikes per year on average) #ausbiz #XJO #stocks #investing
– Research report title of the day goes to CBA: "Trump slump, bump and jump" #ausbiz #XJO #stocks #investing
– Not everything's a buy… Bell Potter downgrades Breville Group (BRG) from Buy to Hold, target $9.05 #ausbiz #XJO #stocks #investing
– Just a tip to 4 consultants when u next review a Fundie, can you check if they were selling yesterday at 2-3pm & buying this morning. Ask Y.
– the sad thing is that the media is going to to ask the same people that got everything completely wrong what they think happens now
– Pimco sums it up best this morning: "The Victory Few Saw Coming" #ausbiz #XJO #stocks #investing
– Dennis Gartman: "We had hoped for a Clinton victory… although we voted for Mr. Trump" #ausbiz #XJO #stocks #investing
– Post the Trump shock, investors will remain eagle-eyed to find out whether protectionism is making a come-back #ausbiz #XJO #stocks
– America just gave Trump control of the Military, both Houses, the Supreme Court and FBI. What could go wrong?
– A painful reminder about that conclusion on front page today's AFR: "Clinton on edge of victory" (ahem) #ausbiz #XJO #stocks #investing
– Canada's immigration office experiencing peak in enquiries to migrate from US citizens… Brexit all over again… #ausbiz #XJO #investing
– Apparently, CommSec website overloaded. Panic selling in overdrive? All rabbits for the exit! #ausbiz #XJO #stocks #investing
– The four most accurate words in finance: This too shall pass. My Weekly Insights https://goo.gl/Zuih0N #ausbiz #XJO #stocks #investing
– Ominous warning from CBA on #commodities? "Fortunes could change in coming months" #ausbiz #XJO #stocks #investing
– ACCC investigation: Cash Converters (CCV) to refund $10.8m to consumers, plus $1.35m fine #ausbiz #XJO #investing #stocks
– Shaw and Partners upgrades REA Group (REA) to Buy from Hold, target $59.50 #ausbiz #XJO #stocks #investing
– Bubble Alert: Chinese authorities taking steps to crack down on "illegal coal trading" #ausbiz #XJO #stocks #investing #China #commodities
– Yet another high PE stock… Morgans upgrades Carsales (CAR) to Add from Hold, expects recovery Stratton from FY18 onwards #ausbiz #XJO
– Sell High PE stocks? Dominos (DMP), REA Group proving once again the doubters are wrong. LT growth stories still solid #ausbiz #XJO #stocks
– Morgan Stanley on Westpac (WBC): "a dividend cut in 2017 looks increasingly likely" #ausbiz #XJO #stocks #banks #investing
– "FY16 Result: The World’s Most Sustainable Bank". You think Shaw is positive about Westpac (WBC)? #ausbiz #XJO #stocks #banks #investing
– Not everything is a Buy… Canaccord Genuity retains Sell for Collection House (CLH), target $1.06 #ausbiz #XJO #stocks #investing
– “Go for a business that any idiot can run – because sooner or later, any idiot is probably going to run it.” — Peter Lynch
You can add my regular Tweets on Twitter via @filapek
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