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Your Editor On Twitter

FYI | Dec 04 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


  • When is cheap too cheap? asks @CreditSuisse. Upgrade to Outperform for Santos (STO), but Woodside (WPL) downgraded to Neutral #ausbiz
  • CLSA downgrades ASX to Underperform frm Outperform (double whammy) on bloated valuation, pending margin pressure #ausbiz #investing #stocks
  • Historic Day in the Markets. Only the 10th time in history where the S&P, Long Bond & Dollar Index all down >1%
  • All eyes on #agedcare sector as analysts anticipate government funding cuts. Deutsche Bank downgrades the sector #ausbiz #stocks #investing
  • Now is time to be selective about portfolio risk, not bullish across the board, say Citi strategists. Cautious US #equities outlook #ausbiz
  • Morgan Stanley sets price target of 2175 for S&P500 for year-end 2016 on minimal EPS growth ex-buybacks #ausbiz #investing #stocks
  • Credit Suisse today downgraded both Ramsay (RHC), Healthscope (HSO) on reduced growth expectations to Neutral & Underperform #ausbiz
  • Goldman Sachs has removed Costa Group (CGC) from its Conviction Buy List; not enough upside potential left #ausbiz #investing #stocks
  • Morgan Stanley suggests profit warning by Linde Group warrants more cautious view on ResMed (RMD) due competitive pricing US #ausbiz
  • Citi analysts are suggesting it might be worthwhile adding #commodities stocks in anticipation of the inevitable rally #ausbiz #investing
  • CBA: With China’s commodity-intensive sectors weakening further than anticipated, see further downside risk to our price forecasts #ausbiz
  • 2015 has been a year of many twists & quirks and of some valuable lessons for investors  #ausbiz #investing #stocks
  • Goldman Sachs has added McMillan Shakespeare (MMS) and iSentia (ISD) to its Australia Small and Mid Cap Focus List #ausbiz #investing
  • CLSA initiated coverage on iSentia (ISD) with Buy rating and $5.41 price target; sees CAGR EPS 25% next three years #ausbiz #investing
  • Credit Suisse's Hasan Tevfik names 12 picks for decades of low growth $WBC $BHP $RIO $MQG $AGL $CTX $RMD $LLC $ALL $FLT $CRZ $NEC #ausbiz
  • Strategists at @CreditSuisse maintain ASX200 to reach 6000 by end 2016, despite low growth outlook. Investors too bearish? #ausbiz #stocks
  • Yesterday JPMorgan, today Citi. #commodities analysts are once again reducing forecasts and downgrading ratings, again #ausbiz #investing
  • More trouble? Deutsche Bank says forecasting Dick Smith's (DSH) future is "difficult" – as in future of company itself #ausbiz #investing
  • Citi analysts effectively issued a 2016 profit warning on behalf of management at Cimic (CIM) – watch this space #ausbiz #investing
  • Ord Minnett lifts price target Bellamy's (BAL) to $14 from $10.50 on sooner-than-expected product price increases. Buy #ausbiz #investing
  • Trading idea from Morgan Stanley: Independence Group (IGO) shares to outperform ASX200 over next 30 days following recent weakness #ausbiz
  • Canaccord Genuity initiates coverage on uranium hopeful Vimy Resources (VMY) with Spec Buy, $0.70 target #ausbiz #commodities #stocks
  • JP Morgan: In line with our continued bearish outlook in base metals, we have trimmed 2016 price forecasts across the board #ausbiz #stocks

You can add my regular Tweets on Twitter via @filapek

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