By Rudi Filapek-Vandyck, Editor FNArena<\/p>\n
I joined Twitter. Not because I am curious what this celebrity has to say about her kids, or to read that another one is waiting for a connecting flight, impatiently. Twitter allows me to follow news and commentary sources such as Dow Jones' Marketwatch, Bloomberg News and the Wall Street Journal. It assists me in keeping up with what is happening across the globe, while I am observing and analysing financial markets myself.<\/p>\n
While I am on Twitter, reading a quote here and a news flash there, I offer my own succinct insights and commentary. Those amongst you who have already discovered the virtues of a Twitter account can add my Tweets to their daily news via @filapek.<\/p>\n
For those who have no intention to join Twitter, but would like to stay up to date, below are my Tweets from the week past:<\/p>\n
– Following on from my observation earlier this week: downgrades have started as analysts lower forecasts – BA-ML sees risk that – BA-ML sees buying opportunities – It's a rollercoaster! Overnight: US – CIMB suggests investors too focused on lift DAP prices. Downgrades Incitec Pivot ( – Observed: Goldman Sachs, with a negative view on – I did something on – I see, I see, what interests me… – Interesting Market Call from Morgan Stanley: – UBS strategists: High PE not guarantee stock is expensive, particularly for cyclical stock. Notes "unusual lack low P\/E stocks" -UBS warns on – It has begun! CIMB cuts 2014 and 2015 – Macquarie: likely increase corporate debt and trust loan defaults will raise concerns about broad asset quality – Overnight: US – Ramsay. Dominos. CSL. REA. All on High PEs. All too expensive? There's more to it than meets the eye. My insights: http:\/\/tiny.cc\/746xcx<\/a><\/p>\n – CLSA calls – Morgan Stanley has upgraded Corporate Travel ( – Stockbroker research headline of the day: Lend Lease. On Fire… In A Good Way. Honour goes out to Deutsche Bank, Buy, price target $13 – BA-ML global fund managers survey revealed this little gem: investors saying stocks "overvalued" now highest since July 2000 – FNArena is measuring Investor Sentiment this week – you can participate too – only takes up a few minutes http:\/\/ow.ly\/uGXFV<\/a><\/p>\n – ANZ suggests investors long – BA-ML reminds investors corporate bond defaults still upcoming in – Morgan Stanley not convinced price weakness – Citi's Panic\/Euphoria Model continues to urge for caution as index is now firmly into Euphoria territory, and rising – Citi US strategists find economic lead indicators currently favour large cap – CLSA sees genuine potential for 75% upside for – Market observation: brokers concerns about – Monday Morning: \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>copper<\/strong><\/a>, #<\/s>coal<\/strong><\/a>, #<\/s>ironore<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>copper<\/strong><\/a> may not rebound sustainably until 3Q14, meantime short covering rallies remain possible #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>gold<\/strong><\/a> equities later in 2014 as price expected to bottom, but weakness to come first #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> up. #<\/s>Oil<\/strong><\/a> mixed. #<\/s>Gold<\/strong><\/a> down. Base #<\/s>metals<\/strong><\/a> down. #<\/s>Ironore<\/strong><\/a> rose by 20c to US$110.70 a tonne<\/p>\n#<\/s>IPL<\/strong><\/a>) to Hold ahead of FY14 report next week #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> prices, only has a price target of $65 for Rio Tinto ($RIO), but $41.40 for #<\/s>BHP<\/strong><\/a><\/p>\n@<\/s>BusinessChannel<\/strong><\/a> today and not everyone took it as a positive. Here's my response http:\/\/goo.gl\/Pha10m <\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>BHP<\/strong><\/a> Billiton (BHP) shares back at 4% implied forward (FY15) dividend yield today #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Fortescue<\/strong><\/a> (FMG) shares to rise over next 45 days as weakness implies US$100\/t #<\/s>ironore<\/strong><\/a> price<\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Cochlear<\/strong><\/a> (COH): market forecasts for FY15 way too high, sees modest recovery at best. Sell. Price target $48 #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> price forecasts to US$115\/t (down 7.5% from US$124\/t) and US$110\/t (down 11% from US$124\/t)<\/p>\n#<\/s>China<\/strong><\/a> ’s financial system<\/p>\n#<\/s>equities<\/strong><\/a> down. #<\/s>Oil<\/strong><\/a> mixed. #<\/s>Gold<\/strong><\/a> slammed. Base #<\/s>metals<\/strong><\/a> (pre-yellen) up. Spot #<\/s>ironore<\/strong><\/a> unchanged at US$110.50\/t #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Newcrest<\/strong><\/a> (NCM) one of the better resources opportunities in Oz. Raised to Buy, target $16 but sees potential for $20 #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>CTD<\/strong><\/a>) to Overweight on expectation EPS accretive acquisitions are forthcoming, target $7.00<\/p>\n#<\/s>LLC<\/strong><\/a><\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>gold<\/strong><\/a> should take protection as the uptrend is showing "signs of maturing" #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a>, contagion risk can be high and impact unpredictable #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>copper<\/strong><\/a> and #<\/s>ironore<\/strong><\/a> are fundamentals related. Sees price weakness as a buying opportunity<\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> over small caps, also supported by valuation gap<\/p>\n#<\/s>Cochlear<\/strong><\/a> (COH) shares next 3 years, but short term negative. Downgrades to Sell #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Metcash<\/strong><\/a> (MTS) growing. Further dividend cuts forthcoming? All eyes on new strategy #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> US down. #<\/s>Oil<\/strong><\/a> up. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> mixed, little changed. #<\/s>Ironore<\/strong><\/a> down US$1.40 to US$110.10\/t #<\/s>investing<\/strong><\/a><\/p>\n