FYI | Oct 28 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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– The liquidty out there is atrocious, especially in the midcap space. It's the worst I have ever seen it.
– CLSA maintains SELL rating for Blackmores (BKL), reduces price target to $85 from $110 #ausbiz #XJO #investing #stocks
– Macquarie's interim result beat market consensus on both profits and dividend #ausbiz #XJO #stocks #investing
– Credit Suisse reinstates coverage of Vocus (VOC) with OUTPERFORM rating and $6.65 target #ausbiz #XJO #stocks #investing
– Morgan Stanley predicts Computershare (CPU) to announce another 'cost-out' initiative on Nov 9; remains skeptical #ausbiz #XJO #stocks
– ASX200 now back where it started the year. Some bull market, guys! Only dividends left ten months into the calendar #ausbiz #XJO #stocks
– Deutsche Bank downgrades Wesfarmers (WES) to Sell with $38 price target as Woolworths, Aldi start to bite for Coles #ausbiz #XJO #stocks
– Bell Potter upgrades Altium (ALU) to Hold, Target $7.70 on share price pull back, but with no immediate catalysts #ausbiz #XJO #stocks
– It's an odd market correction, nothing like the experiences from the past. My Weekly Insights http://bit.ly/2eOZktb #ausbiz #XJO #stocks
– Re Ainsworth versus Aristocrat. The same conclusion applies for Healthscope (HSO) versus Ramsay Health Care #ausbiz #XJO #investing #stocks
– Obvious conclusion from Ainsworth (AGI) profit warning: Aristocrat (ALL) deservedly at premium = better value #ausbiz #XJO #stocks #gaming
– Morgan Stanley (High-Conviction Pick) sees shorts in the wrong and re-rating happening for Aconex (ACX) #ausbiz #XJO #stocks #investing
– Morgan Stanley's #China Economics team sees cyclical strength lasting longer than previously expected #ausbiz #XJO #stocks #investing
– Bell Potter initiates coverage Bellamy's (BAL) with Buy rating, $16.06 price target; favourable growth drivers remain #ausbiz #XJO #stocks
– Trading Tip from Morgan Stanley: Corporate Travel (CTD) shares to rise next 15 days on likely positive trading update #ausbiz #XJO #stocks
– Trading Tip from Morgan Stanley: CSG (CSV) shares to rise next 30 days as company will reiterate guidance at AGM #ausbiz #XJO #stocks
– CLSA upgrades CSL to Buy from Outperform, unchanged price target $125 #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: South32 (S32) shares to rise next 15 days on rising #commodities prices #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Webjet (WEB) shares to fall next 45 days following appreciation #ausbiz #XJO #stocks #investing
– Bell Potter initiates coverage Over the Wire (OTW) with Buy rating, 12 month price target $3.35 #ausbiz #XJO #stocks #investing
– Zimbabwe's new currency revives memories of 500,000,000,000% inflation http://bloom.bg/2dxYULx
You can add my regular Tweets on Twitter via @filapek
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