FYI | Dec 02 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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– Trading Tip from Morgan Stanley: Graincorp (GNC) shares to outperform sector next 15 days following update #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Goodman Group (GMG) to outperform sector next 60 days #ausbiz #XJO #stocks #investing
– Goldman Sachs removed Aristocrat Leisure (ALL) from Australia/NZ Conviction Buy List, retains Buy rating #ausbiz #XJO #investing #stocks
– CLSA upgrades Aristocrat (ALL) to Buy, target lifts to $17.74 from $16.21. Thinks mngt being conservative #ausbiz #XJO #investing #stocks
– Danske Bank: Oil deal more important for OPEC’s reputation than the oil market. Awaits implementation… #ausbiz #XJO #CrudeOil #stocks
– OPEC agree to cuts. Oil up 10%. As SA take the largest cuts let's not be mistaken, it as all about the $2 trillion ARAMCO float next year.
– A Trump Presidency represents a threat to press freedom in the U.S., but could be far more serious around the world. http://nyer.cm/7O7DACp
– Are Australian #Banks as attractive as price action suggests? My Weekly Insights http://tinyurl.com/jvf9jaw #ausbiz #XJO #investing #stocks
– Northern Trust suggests sugar tax is coming to Australia. Sell Coca-Cola Amatil (CCL) #ausbiz #XJO #stocks #investing
– Observed: Aristocrat Leisure (ALL) shooting the lights out, as expected #ausbiz #XJO #stocks #investing
– Morgan Stanley strategists forecast lackluster economic growth, ASX200 returns, but significant sector rotation in the market #ausbiz #XJO
– Research report title of the day goes to UBS: "Hocus Vocus… earnings growth disappears" #ausbiz #XJO #stocks #investing
– Shaw and Partners, previously a big fan, now throws in towel on Vocus (VOC): "HOLD. We prefer to invest elsewhere" #ausbiz #XJO #investing
– Shaw and Partners initiates coverage Bluglass (BLG) with Buy rating and $0.65 target #ausbiz #XJO #stocks #investing
– Ord Minnett sees ASX200 at 5,800 by end 2017 #ausbiz #XJO #investing #stocks
– Economists critical of Trump say the best thing about him is that no one knows what he will do yet: http://trib.al/0OrJGZg
– Moelis lifts price target Codan (CDA) by 24% to $2.05. Buy #ausbiz #XJO #stocks #investing
– Goldman Sachs, "No longer the Commodity Bears", upgrades Regis Resources (RRL) to Neutral from Sell #ausbiz #XJO #stocks #gold #investing
– CLSA cuts estimates for Woolworths (WOW), retains Sell rating and $20 target as competition intensifies #ausbiz #XJO #investing #stocks
– CLSA upgrades VRT to Buy, PRY to Outperform, downgrades SHL to Underperform #healthcare #XJO #ausbiz #investing #stocks
You can add my regular Tweets on Twitter via @filapek
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