FYI | Feb 10 2017
FNArena is launching a new website over the weekend of Feb 11-12, 2017. Once the new website is up and running, my Twitter Tweets will be integrated into the website. Hence why this weekly update will be discontinued. This is the final Your Editor On Twitter.
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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– Flight Centre (FLT) poised for one more downgrade this cycle, says Citi. Initiation with Neutral, $32 price target #ausbiz #XJO #investing
– Moelis initiates coverage Trilogy International Ltd (TIL) with Buy rating, 12 month target NZ$2.90 #ausbiz #XJO #stocks #investing
– Bell Potter is worried about advisors jumping off the AMP ship. "Take the sugar hit and Sell". Target $4 #ausbiz #XJO #stocks #investing
– Morgan Stanley: Industry discussions suggest supply restrictions that drove CSL's recent profit upgrade have been rectified #ausbiz #XJO
– Observation of the day: Morgan Stanley has a price target for Cimic (CIM) of… wait for it… $12.40 #ausbiz #XJO #stocks #investing
– In case of any doubt… CLSA's Johnson reiterates CBA not deserving sector premium, upcoming result proving just that.. #ausbiz #XJO #banks
– RBC Capital calls AGL Energy's interim report "Solid but unlikely to be enough to justify share price" #ausbiz #XJO #stocks #investing
– Bell Potter is anticipating strong result from NIB Holdings (NHF), but share price triggers downgrade to Hold. Target $4.95 #ausbiz #XJO
– Morgan Stanley released 31 pages report arguing market underestimates growth potential Woodside (WPL). Target $40 #ausbiz #XJO #investing
– Morgan Stanley sticks to its Overweight rating on Aconex (ACX) #ausbiz #XJO #stocks #investing
– Morgan Stanley sees AHG, EHE, SMX and CSV at risk of disappointing this Feb reporting season #ausbiz #XJO #stocks #investing
– Macquarie sticks to its forecast: RBA will be forced to cut more in 2017, inflation remains a problem #ausbiz #XJO #stocks #investing
– Australia Catholic Church's response to child sex abuse was a ‘massive failure,’ judicial inquiry is told http://on.wsj.com/2lixXuI
– Canaccord Genuity initiates coverage Westgold Resources (WGX) with Buy, $3.05 price target #ausbiz #XJO #gold #stocks #investing
– Ord Minnett raises #ironore prices H1 2017, still sees downtrend kicking in later in the year #ausbiz #XJO #stocks #investing
– Never a positive sign: Stockbroker Morgans ceases coverage outdoor retailer Kathmandu (KMD) #ausbiz #XJO #stocks #investing
– Credit Suisse forecasts 2x RBA rate cuts 2017, with more to follow in 2018 on weakness, undershooting core inflation #ausbiz #XJO #stocks
– Credit Suisse forecasts stagnation (zero real GDP growth) for Australia in 2017, modest upswing in 2018 #ausbiz #XJO #stocks #investing 1/2
– Apparently Australia has a President and his name is Trumbull. Some of this stuff one really cannot make up #ausbiz #XJO #investing #stocks
– CS quant analysts see "heightened risk of an impending protracted market correction" #ausbiz #XJO #stocks #investing
– Macquarie's change of heart on #crudeoil prices has triggered hefty cuts to estimates, price targets across the sector in Oz #ausbiz #XJO
– Macquarie lowers #crudeoil prices outlook, now expect Oz headline inflation to remain stuck below 2% until late-2018 #ausbiz #XJO #stocks
You can add my regular Tweets on Twitter via @filapek
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