By Rudi Filapek-Vandyck, Editor FNArena<\/p>\n
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.<\/p>\n
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.<\/p>\n
Usually I combine all Tweets from the week past in one weekly story. Below are my Tweets from the week past. Enjoy.<\/p>\n
Investors can follow me on Twitter via @filapek<\/p>\n
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– Macquarie analysts returned from – Citi thinks – Overnight: US – CLSA has now lost confidence in – Stockbroker headline of the day: JP Morgan on Goodman Fielder; Still waiting for the sun to come out tomorrow – Response from CS says it all: Demerger would get our support – but don't expect a substantial – Overnight: US – Observation by Goldmans: Australia is the only country without a small cap premium. Thinks time for small caps outperformance has arrived<\/p>\n – Remarkable: CLSA is anticipating the return of the yield trade in 2014, nominates Tabcorp as one potential surprise to upside – Broker title of the day: "BHP Billiton ready to take out the trash" – thanks to CLSA – Predicts BA-ML: – Interesting. – How to avoid the PE Ratio Trap. Rudi – Overnight: US – It's happening alright.. JP Morgan the latest to cut – – Reports CS: Are buyers of Rio Tinto ( – Overnight: US – The PE Ratio trap and how to avoid it http:\/\/ow.ly\/vcktx <\/a> Rudi – Whoppa! BAML thinks – Goldman Sachs analysts acknowledge – CLSA believes McMillan Shakespeare (MMS) shares have again become too cheap. Upgrade to Buy, price target $12.60<\/p>\n – Citi's asset allocation team remains focused on – Citi strategists believe global \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>China<\/strong><\/a> visit with impression conditions are tough and most are bearish on #<\/s>commodities<\/strong><\/a>. Low point?<\/p>\n#<\/s>China<\/strong><\/a> GDP may have dropped to 7.3% in Q1, with weakness to impact on Q2 too #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> lower. #<\/s>Oil<\/strong><\/a> higher. #<\/s>Gold<\/strong><\/a> lower. Base #<\/s>metals<\/strong><\/a> mixed, #<\/s>copper<\/strong><\/a> lower. #<\/s>Ironore<\/strong><\/a> up US20c to US$115.50\/tonne #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Goodman<\/strong><\/a> Fielder turnaround. "Bitten In The Buns" Downgrade to Underperform, target $0.50. No-Go #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>BHP<\/strong><\/a> re-rating #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> up. #<\/s>Oil<\/strong><\/a> down. #<\/s>Gold<\/strong><\/a> up. Base #<\/s>metals<\/strong><\/a> up. #<\/s>Ironore<\/strong><\/a> fell by US$2.30 to US$115.30\/tonne #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> not to announce big stimulus, but fiscal measures instead to stabilise growth #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>BHP<\/strong><\/a> Billiton's demerger plan involves shifting #<\/s>coal<\/strong><\/a> assets into separate entity, with #<\/s>nickel<\/strong><\/a>, #<\/s>aluminium<\/strong><\/a> and other non-core<\/p>\n@<\/s>Filapek<\/strong><\/a>-Vandyk explains dangers of relying on PE [Video] http:\/\/ow.ly\/vcktx <\/a> #<\/s>ausbiz<\/strong><\/a> #<\/s>asx<\/strong><\/a> #<\/s>stocks<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> up. #<\/s>Oil<\/strong><\/a> down. #<\/s>gold<\/strong><\/a> down (US$1280). Base #<\/s>metals<\/strong><\/a> mixed higher. #<\/s>Ironore<\/strong><\/a> up US80c to US$117.60\/tonne #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> estimates to US$118\/t this year, sticks to US$110\/t in 2015, US$100\/t in 2016<\/p>\n#<\/s>Investors<\/strong><\/a>: “know why you’re investing, what you want & what your aim is, & don't get off course”. #<\/s>ASXvideo<\/strong><\/a> @<\/s>Filapek<\/strong><\/a> http:\/\/bit.ly\/1dJbsub<\/a><\/p>\n#<\/s>RIO<\/strong><\/a>) and Fortescue (#<\/s>FMG<\/strong><\/a>) as our analysts expect considerable increases in free cash-flow #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> rally. $<\/s>Oil<\/strong><\/a> down. #<\/s>Gold<\/strong><\/a> down. Base #<\/s>Metals<\/strong><\/a> down, but #<\/s>Nickel<\/strong><\/a> up. #<\/s>Ironore<\/strong><\/a> up $4.50 to US$116.80\/tonne #<\/s>investing<\/strong><\/a><\/p>\n@<\/s>Filapek<\/strong><\/a>-Vandyk explains dangers of relying on PE [Video] #<\/s>ausbiz<\/strong><\/a> #<\/s>asx<\/strong><\/a><\/p>\n#<\/s>REA<\/strong><\/a> Group share price can possibly reach $100 in two years' time. But no, surely no, because the PE is too high today?<\/p>\n#<\/s>coal<\/strong><\/a> prices unsustainably low, and recovery should follow, but risks remain firmly to the downside<\/p>\n#<\/s>equities<\/strong><\/a> – still best asset with best returns, #<\/s>bonds<\/strong><\/a> ok short-term, but sell-off looming<\/p>\n#<\/s>equities<\/strong><\/a> need earnings growth to come through for further upside, but consensus too positive = downgrades<\/p>\n