FYI | Sep 30 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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– Oh dear. Saxo's Steen Jakobsen predicts Trump will be next US President. And markets not ready for it… #ausbiz #XJO #investing #stocks
– CLSA says Wesfarmers (WES) "stock as cheap as it has been since ’09". Buy. Lifts forecasts on coal prices #ausbiz #XJO #investing #stocks
– Cannot believe they waited this long. Morgan Stanley drops coverage Surfstitch (SRF) & PAS Group (PGR) #ausbiz #XJO #stocks #investing
– Shaw & Partners initiates coverage iSentia (ISD) with Buy, target price of $4.60 #ausbiz #investing #XJO #stocks
– Deutsche Bank pouring cold water over market enthusiasm for Woolworths turnaround. Cuts estimates. Target $22. Hold #ausbiz #XJO #stocks
– Deutsche Bank makes a big call on Super Retail (SUL): FY17 (finally) the year of double digit growth deliverance… #ausbiz #XJO #investing
– CLSA upgrades Origin Energy (ORG) to Buy, target $6.30 with APLNG cashflows to drive down gearing #ausbiz #XJO #investing #stocks
– There's a raging bull market at the small end of the market. And it is transforming the ASX #ausbiz #XJO #investing http://bit.ly/2dqE1OM
– Canaccord Genuity downgrades Ashley Services (ASH) to Hold on resignation MD, cuts target to 23c #ausbiz #XJO #investing #stocks
– Canaccord Genuity initiates coverage Appen (APX) with Hold rating, $3.50 price target, awaiting better entry point #ausbiz #XJO #investing
– Moelis initiates coverage McPherson’s (MCP) with Buy rating, 12 month target $1.35 #ausbiz #XJO #investing #stocks
– Scary headline of the day – *KURODA: THERE'S 'NO LIMIT TO MONETARY POLICY'
– Citi's house view is recent sell-off #bonds is a head-fake. Not the end of 35 year bull market for bonds #ausbiz #XJO #investing #stocks
– UBS has revisited the Vocus (VOC) investment case. Reduced target to $6.80 from $8.60, but still upgraded to Buy #ausbiz #XJO #investing
– Which countries are best at converting economic growth into well-being? http://wef.ch/2coRoQO
You can add my regular Tweets on Twitter via @filapek
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