FYI | Feb 03 2017
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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– NAB: overarching narrative of expected acceleration in US Fed funds rate hikes will be dominant driver #gold prices in 2017 #ausbiz #XJO
– An emphatic Goldman Sachs declares: USD bull market is not over yet #ausbiz #XJO #stocks #investing
– It appears not only did James Hardie's (JHX) 9 month report miss the mark, guidance has been downgraded too #ausbiz #XJO #investing #stocks
– Vested Equities initiates coverage Automotive Solutions (4WD) with Buy, $1.40 target; double digit growth at low valuation #ausbiz #XJO
– Post profit warning, RBC Capital downgrades GBST (GBT) to Underperform, price target $3.00 #ausbiz #XJO #investing #stocks
– Trading Tip from Morgan Stanley: AusNet Services (AST) to outperform its sector next 15 days following weakness #ausbiz #XJO #investing
– Goldman Sachs downgrades Charter Hall Retail REIT (CQR) to Neutral, target $4.45 #ausbiz #XJO #investing #REITs #stocks
– Goldman Sachs downgrades Brambles (BXB) to Neutral post surprise profit warning, no immediate catalysts #ausbiz #XJO #investing #stocks
– Post market update, CLSA upgrades CYBG to Buy from Outperform, target unchanged at $5.75 #banks #ausbiz #XJO #investing #stocks
– Bell Potter upgrades WiseTech Global (WTC) to Buy from Hold, cuts target to $5.75 on lower peer multiples #ausbiz #XJO #investing #stocks
– Following share price rally, Moelis downgrades Tassal (TGR) to Hold from Buy, target $4.71 (unchanged) #ausbiz #XJO #investing #stocks
– Observed: Flight Centre (FLT) seems to be high on analysts' lists for potential disappointment in Feb reporting season #ausbiz #XJO #stocks
– Morgan Stanley predicts Domino's Pizza (DMP) shares will rise beyond $100 in 2017, while Flight Centre (FLT) to drop below $20 #ausbiz #XJO
– Goldman Sachs spots reversal in scrap markets. Downgrades Sims Metal (SGM) to Neutral, cuts target to $12.08 #ausbiz #XJO #steel #stocks
– Trading Tip from Morgan Stanley: Mantra Group (MTR) shares to rise next 30 days post weakness #ausbiz #XJO #investing #stocks
– Trading Tip from Morgan Stanley: Estia Health (EHE) to underperform ASX200 next 60 days on low occupancy #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Corporate Travel Management (CTD) shares to rise next 30 days on strong result #ausbiz #XJO #stocks
– Trading Tip from Morgan Stanley: Baby Bunting (BBN) to outperform ASX200 next 60 days following weakness #ausbiz #XJO #investing #stocks
– Trading Tip from Morgan Stanley: Aveo Group (AOG) to outperform ASX200 next 60 days following weakness #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Automotive Holdings (AHG) to underperform ASX200 next 60 days on poor logistics #ausbiz #XJO #stocks
– Ord Minnett highlights Village Roadshow (VRL) now in balance sheet trouble. Predicts cut dividends to 15c, asset sales inevitable? #ausbiz
– Foster Stockbroking initiates coverage on SDI (SDI), with Buy recommendation, target $1.36 #ausbiz #XJO #stocks #investing
– This is it then… @MayneReport announces the final The Mayne Report… #ausbiz
– Canaccord Genuity downgrades Perseus Mining (PRU) to Spec Buy from Buy. Target drops to 65c from 75c #ausbiz #XJO #stocks #investing
– Obviously, Morgan Stanley analysts are not the most wanted post Aconex (ACX) profit warning this morning #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Aconex (ACX) shares to rise next 30 days on strong result/momentum #ausbiz #XJO #stocks #investing
You can add my regular Tweets on Twitter via @filapek
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