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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– Deutsche Bank on NAB: not cheap enough (might as well apply that to all banks). Downgrades to Hold – Citi upgrades Super Retail ( – Citi turns (short term) positive on – Overnight price action: US – Citi issues stern warning: – My view on Aussie – Macquarie concludes: – Trading Tip from Morgan Stanley: Fortescue Metals ( – Citi also sees upside risk for profit estimates for certain companies, including AMP, BLD, CGF, CSR, EGP and WPL – Citi predicts modest confession season with negative risk for AMC, AWC, COH, FXJ, HVN, ORI and TWE – Overnight price action: US & European – BA-ML sees limited downside to – Goldman Sachs observes grade discount – Deutsche Bank concludes (confirms!): the priciest stocks aren’t actually that expensive. Music to my ears, of course – Deutsche Bank research confirms: concerns about high PEs unfounded + overdone. – – Market too negative (scared?) on Flexigroup (FXL), UBS concludes. Solar should be fine, FY15 should be good – Goldman Sachs analysts warn investors May is the start of 'confession season' in Australia. Where are profit warnings? – Over the weekend price action: US \nYou can add my regular Tweets on Twitter via @filapek<\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>SUL<\/strong><\/a>) to Buy, finds FY14 pause in earnings growth to be followed by double-digit resumption in FY15 #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> stocks, albeit with serious risks, but reiterates L-T bearish view. US$90\/t 2015, US$80\/t 2016<\/p>\n#<\/s>equities<\/strong><\/a> messy mixed. #<\/s>Oil<\/strong><\/a> stable. #<\/s>Gold<\/strong><\/a> lower. Base #<\/s>Metals<\/strong><\/a> higher. #<\/s>Ironore<\/strong><\/a> down US$1.40 to US$103.70\/tonne<\/p>\n#<\/s>China<\/strong><\/a> government MUST act SOON or else powerful correction property markets cannot be avoided #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>banks<\/strong><\/a>: expensive but surrounded by too much gloom-mongering http:\/\/tiny.cc\/6qzgfx <\/a> #<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equity<\/strong><\/a> valuations, which have been a key concern for investors, are not as stretched as some seem to believe #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>FMG<\/strong><\/a>) shares to rise over nxt 30 days as s-t valuation now compelling #<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> down. #<\/s>Oil<\/strong><\/a> down, #<\/s>Gold<\/strong><\/a> down. Base #<\/s>metals<\/strong><\/a> mostly higher. #<\/s>Ironore<\/strong><\/a> up US10c to US$106.00\/t<\/p>\n#<\/s>ironore<\/strong><\/a> prices, says financing concerns overdone. Reiterates Buy on BHP, Vale and Fortescue Metals #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ironore<\/strong><\/a> is widening in favour of higher quality. Reiterates Sell rating for Fortescue Metals #<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>Equities<\/strong><\/a> should still have decent upside #<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>China<\/strong><\/a> import #<\/s>Ironore<\/strong><\/a> Fines 62% fell by -0.10 (-0.09%) to US$105.90\/tonne last night #<\/s>commodities<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a><\/p>\n#<\/s>ausbiz<\/strong><\/a> #<\/s>investing<\/strong><\/a><\/p>\n#<\/s>equities<\/strong><\/a> down, but #<\/s>oil<\/strong><\/a>, #<\/s>gold<\/strong><\/a> and base #<\/s>metals<\/strong><\/a> all higher. #<\/s>Ironore<\/strong><\/a> rose by US60c to US$106.00\/tonne<\/p>\n