FYI | Jul 31 2015
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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- UBS maintains #nickel squeeze is coming. Favourite exposures Norilsk, Sirius (SIR) & Western Areas (WSA) #commodities #stocks
- EM #equities remain least preferred at Morgan Stanley as "earnings recession" expected to continue #investing
- Morgan Stanley predicts "value" stocks in healthcare sector poised to outperform "expensive defensives" in FY15 reporting season #stocks
- Morgan Stanley analysis suggests Burson (BAP), Blackmores (BKL) and MYOB (MYO) now ready for potential inclusion ASX200. But when? #stocks
- Canaccord Genuity once again impressed by Freelancer (FLN) results. Target lifts to $1.75 from $1.46. Buy reiterated #ausbiz #stocks
- Witness today how the seemingly "expensive" ResMed (RMD) shares put in a 7% rally. Little value in isolating PE ratio? #ausbiz #stocks
- Analysts clearly like acquisition Capilano Honey (CZZ). Price targets lift to $16.17 at Canaccord Genuity, $16.30 Morgans #ausbiz #stocks
- More cautious than ever on US #equities , reports @GaveKalCapital; late stage rally, earnings outlook deteriorating, Fed to raise #stocks
- Citi economists: we expect another rate cut by the RBA and a further decline in the AUD to US70 cents by year end #ausbiz #investing
- Big compliment from UBS: In the 15 years we have covered CSL, the company has never had such a strong commercialization pipeline #ausbiz
- Deutsche Bank reports: July meeting statement reinforces our view that the Fed will raise rates in September #investing #stocks
- All is not what it appears in the Grand #Equities Bull Market. Some observations suggest cautious is best http://goo.gl/JnpGR8 #investing
- UBS believes game theory and "the prisoner's dilemma" will result in #banks raisings occurring sooner rather than later #ausbiz #investing
- Goldman Sachs predicts alumina and aluminium dynamics will put pressure on Alumina Ltd (AWC) shares. Dividend won't support. Sell #ausbiz
- Trading idea from Morgan Stanley: Aveo Group (AOG) shares to rise over next 60 days as FY15 results likely well-received #ausbiz #stocks
- Uh-Oh. Says Macquarie: do not believe earnings risks have been fully discounted in an environment where rates begin to creep higher #stocks
- Citi analysts continue to believe US$1050/oz is fair long-term real price forecast for #gold -see swings up to US$200 either way #investing
- Are we witnessing the final throes of the #commodities bear market? Citi analysts believe the answer could well be "yes" #investing #ausbiz
- Scoreboard: Shanghai slump – European markets were hit hard after Chinese stocks tanked http://bit.ly/1ghl3e7
- Dennis Gartman says time to be short #gold is now well and truly passed. Time to go long more likely upon us #ausbiz #stocks #investing
- NAB sees persistent global #oil glut into 2017. Crude oil prices to stay below US$70 a barrel for rest of 2015, 2016 #energy #commodities
- Deutsche Bank has tried to calculate fair value #gold. USD850/oz seems to be the target, USD750/oz in real terms long term trend #ausbiz
- Tricky Trading Idea from Morgan Stanley: Origin Energy (ORG) shares to outperform sector over next 15 days #ausbiz #investing
- Macquarie downgrades #gold forecasts, concludes bullion is not needed, not as a currency and not as a #commodity. Out of favour #investing
- Goldman Sachs lowers #copper price outlook, targets US$4,500/t by end 2016, 20% lower than today, 30% below consensus #ausbiz #investing
You can add my regular Tweets on Twitter via @filapek
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