FYI | Feb 27 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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- After a lot of umming and ahming, Deutsche Bank economists now believe risks have just tilted in favour of a 25bp RBA cut in March #ausbiz
- Observed: even after today's clobbering, Woolworths (WOW) shares are still up for the year thus far, albeit only just. De-rating in progress
- Undeniably, new trend is to forecast low interest rates/bond yields are here to stay for longer.Both MS and Citi repeating it today #ausbiz
- Says CBA: first capex expectation for any year is most unreliable. Expects RBA cuts cash rate to 2.00% at next week’s Board meeting #ausbiz
- Here they come… Morgan Stanley lifts QBE to Overweight, adds stock to its Asia Best Ideas. Looks beyond 2016. Target $14.50 #ausbiz
- Observed: analysts are increasingly cautious on Woolworths (WOW). Earnings estimates are being cut ahead of Friday's H1 report #ausbiz
- Deutsche Bank: Our central view remains that the Fed should not, and, more pragmatically, will not, raise rates in 2015 #ausbiz #investing
- Citi's response post BHP report: Good result and cash flow, but downgrade to Neutral with price target $35 as challenges remain #ausbiz
- Noted: stockbroker Morgans seems to suggest UGL should no longer be considered "investment grade". Cuts target to $1. Reduce #ausbiz
- And on the day BHP's interim disappoints, UBS decides to downgrade Rio Tinto (RIO) to Neutral from Buy with $68 price target #ausbiz
- Citi strategists raise ASX200 target to 6300 by end 2015 on lower for longer interest rates and improved growth profile FY16 #ausbiz
- Ahead of WorleyParsons' (WOR) interim release, on Wednesday, Citi has (again) slashed forecasts and cut target to $10.90 #ausbiz
- Observed: today's harvest in broker ratings changes is for 12 changes, all downgrades. STW Comms (SGN) received three #ausbiz
- Deutsche Bank concludes: #Greece , #China and to lesser extent Russia are key risks. Greek exit risk will linger for several months #ausbiz
- MS predicts negative earnings cycle/de-rating for iiNet (IIN). Downgrades to Underweight from Overweight. Cuts target $6 from $8.70 #ausbiz
- Citi calls Spark New Zealand (SPK.NZ) "expensive defensive", downgrades to Sell, target NZ$2.75 well below share price #ausbiz
You can add my regular Tweets on Twitter via @filapek
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