FYI | Oct 21 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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– CLSA's early response to Healthscope (HSO) warning: at this stage believe the issues are specific to HSO largely #ausbiz #XJO #stocks
– Take profits, says Moelis. Downgrades Collins Foods (CFK) to Hold from Buy. Price target $5.07 #ausbiz $XJO
– Morgan Stanley thinks market too complacent about NAB. Sees likely disappointment ahead with upcoming FY16 release #ausbiz #XJO #banks
– Market too complacent about #China? Citi seems to think so. Predicts slow down next on the agenda on property curbs #ausbiz #XJO #investing
– Noted: Morgan Stanley does not see value creation opportunities emerging frm potential M&A wave local #media stocks #ausbiz #XJO #investing
– Trading Tip from Morgan Stanley: Tabcorp & Tatts shares to outperform sector next 15 days post merger news #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Charter Hall (CHC) post WALE REIT change to underperform sector next 45 days #ausbiz #XJO #stocks
– Trading Tip from Morgan Stanley: Aconex (ACX) shares to rise next 30 days following recent sell-down #ausbiz #XJO #stocks #investing
– Morgans sees ASX200 ending year around 5450, "fair value" to rise to 5820 by December 2017 #ausbiz #XJO #stocks #investing
– Citi analysts remain positive for the #zinc price outlook into year-end and beyond #ausbiz #XJO #stocks #Commodities #investing
– Macquarie predicts #China property cycle starting to turn by mid-2017 #ausbiz #XJO #stocks #Commodities #investing
– Believe it or not, large cap oil & gas already reflects a lot of market optimism. My Weekly Insights: https://goo.gl/qVcAmg #ausbiz #XJO
– Note to @DaggarNickson: both Morgans and Citi downgraded Challenger (CGF) to Hold and Sell respectively post result #ausbiz #XJO #stocks
– Looking forward to #banks reporting season, UBS concludes: "Hard to build a compelling overweight case for the banks" #ausbiz #XJO #stocks
– Moelis upgrades Pro Medicus (PME) to Buy, price target $6.10 post US tour #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Westfield (WFD) shares to outperform sector next 45 days post weakness #ausbiz #XJO #stocks #investing
– Trading Tip from Morgan Stanley: Caltex (CTX) shares to underperfom sector next 30 days on Woolies petrol stations contest #ausbiz #XJO
– Trading Tip from Morgan Stanley: Bendalaide Bank (BEN) shares to underperform ASX200 next 60 days post strength #ausbiz #XJO #banks
– Trading Tip from Morgan Stanley: Aveo Group (AOG) shares to outperform ASX200 next 60 days post weakness #ausbiz #XJO #stocks #investing
– Did I hear @MarkTodd8 talking about Belgian bonds on @SkyBusiness this morning? (I think I did) #ausbiz #XJO #stocks #investing
– Scientists say 2014 was a turning point for climate change. And it’s all thanks to China http://wef.ch/2dJfBTa
– Dennis Gartman more bearish on US #equities. Portfolio now modestly short #ausbiz #XJO #stocks #investing
– Recently I spoke with Rob Mead and @Filapek on YMYC https://lnkd.in/bPbV9zW here is the first of two video's from the show
– Citi's preview banking sector report includes 3x dividend cuts: Westpac, Macquarie and NAB. ANZ most preferred #ausbiz #XJO #banks #stocks
– CLSA sees QBE as "extremely well placed" to benefit in a turn in insurance and interest rates. Buy, target $14.10 #ausbiz #XJO #stocks
– CLSA upgrades CSL to Buy from Outperform with $125 price target despite scepsis about Seqirus turnaround by 2018 #ausbiz #XJO #stocks
– Macquarie updates #energy sector: much of sector fully valued off the back of positive sentiment, but little action, from OPEC #ausbiz #XJO
You can add my regular Tweets on Twitter via @filapek
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