z****l
发帖数: 181 | |
l********g
发帖数: 5070 | |
z****l
发帖数: 181 | 3 3.7x的时候我没卖，然后就一天天杯具到现在... |
l********g
发帖数: 5070 | 4 别提了，3.7X的时候我还加了仓，3.9X的时候差几分没卖掉，就一转头掉到2.8左右了
，我全仓了一个圣诞节到了3.4X才出水卖掉。后来改炒波段了，赚点小钱 |
i******r
发帖数: 861 | |
z****l
发帖数: 181 | 6
还是你的办法靠谱，虽然铀类股我还是长期看好。准备捂着了。
【在 l********g 的大作中提到】
: 别提了，3.7X的时候我还加了仓，3.9X的时候差几分没卖掉，就一转头掉到2.8左右了
: ，我全仓了一个圣诞节到了3.4X才出水卖掉。后来改炒波段了，赚点小钱
|
l********g
发帖数: 5070 | 7 前两天名菜说不看好铀矿，吓得我不行。从此之后只做波段，不捂了 |
z****l
发帖数: 181 | 8 今天最后几十分钟什么情况？几只铀类股一个小时之内狂飙 +10%，难道是要打仗了？！
URRE没白捂。 |
t*****n
发帖数: 134 | 9 How high it can go?
今天最后几十分钟什么情况？几只铀类股一个小时之内狂飙 10%，难道是要打仗了？
！URRE没白捂。
★ Sent from iPhone App: iReader Mitbbs 6.0 - iPhone Lite
【在 z****l 的大作中提到】
: 今天最后几十分钟什么情况？几只铀类股一个小时之内狂飙 +10%，难道是要打仗了？！
: URRE没白捂。
|
z****l
发帖数: 181 | 10 我不知道，或许下周一又沉下去了。我就是不明白为什么三支铀类股会同时发飙。难道
是同一个庄家？ |
|
|
z****l
发帖数: 181 | 11 我不知道，或许下周一又沉下去了。我就是不明白为什么三支铀类股会同时发飙。难道
是同一个庄家？ |
h********e
发帖数: 1972 | |
I******y
发帖数: 815 | 13 我 观察 URRE 时，10多刀 呢？ 几年没看。 现在 居然 只有 3 刀了。
还是 安安稳稳 的玩 CCJ 吧。 CCJ 才是 龙头老大。 |
k***n
发帖数: 3158 | 14 just hold it
it will go to $10+
【在 t*****n 的大作中提到】
: How high it can go?
:
: 今天最后几十分钟什么情况？几只铀类股一个小时之内狂飙 10%，难道是要打仗了？
: ！URRE没白捂。
: ★ Sent from iPhone App: iReader Mitbbs 6.0 - iPhone Lite
|
t*****n
发帖数: 134 | 15 Will do , thx. Shoul I buy more?
★ Sent from iPhone App: iReader Mitbbs 6.0 - iPhone Lite
【在 k***n 的大作中提到】
: just hold it
: it will go to $10+
|
k***n
发帖数: 3158 | 16 depends on your total portfolio and investment style
for me, right now I have about 20% of my total fund in uranium stocks
URRE is about 20% of my total uranium fund, my average cost is $2.58
that's my style, diversification, and hold for the big run up
【在 t*****n 的大作中提到】
: Will do , thx. Shoul I buy more?
:
: ★ Sent from iPhone App: iReader Mitbbs 6.0 - iPhone Lite
|
a********h
发帖数: 819 | 17 shake hand, I have similar style, but I noticed you have better market
timing and trade more often than I do.
right now I am fully loaded, no cash, all in miners
27% in gold
38% in silver
20% in rare earth
6% in plantium/paladdium
9% uranium
wanted to get more uranium, but no cash, hesitate to sell some silver (due
to tax),
I wasn't even able to average down on URRE at 2.6 even though I knew it was
a good price.
【在 k***n 的大作中提到】
: depends on your total portfolio and investment style
: for me, right now I have about 20% of my total fund in uranium stocks
: URRE is about 20% of my total uranium fund, my average cost is $2.58
: that's my style, diversification, and hold for the big run up
|
k***n
发帖数: 3158 | 18 many trades I made turned out to be very bad too
I sold URRE at $3.12 and bought it back at $2.53, reducing my cost a bit
but I sold URZ at $4.52 together with URRE and completely missed this 30%
run
URZ was my largest uranium holding and my cost was <$1.7
I am fully loaded most of the time also because I firmly believe that we
are in a commodity bull market, which just started. But the drawback is
sometimes when seeing a good opportunity, like you mentioned buying URRE
at $2.6, I have to unload some good stocks to get dry powders. For example
I bought GWMGF a few days ago at the cost of selling a silver stock.
Besides uranium, the whole energy sector looks very promising. Agriculture
is even hotter. I tend to think that they will outperform gold/silver in
2011. Some junior companies in these sectors have more than doubled in the
last couple months, very like what happend to gold/silver juniors in
August/Sepertember, making me think that this is smart money rushing into
these sectors.
My oil/gas pick, SSN, has doubled since late December. For fertilizer
sector, I found a real GEM, ALLRF, whose run in the last month is
breathtaking
I think food/energy is the ticket in 2011. So I guess I will move more fund
into these two sectors.
【在 a********h 的大作中提到】
: shake hand, I have similar style, but I noticed you have better market
: timing and trade more often than I do.
: right now I am fully loaded, no cash, all in miners
: 27% in gold
: 38% in silver
: 20% in rare earth
: 6% in plantium/paladdium
: 9% uranium
: wanted to get more uranium, but no cash, hesitate to sell some silver (due
: to tax),
|
gw
发帖数: 2175 | 19 这几位老大看起来比较面生，
但讨论的挺有意思。
值得学习！ |
a********h
发帖数: 819 | 20 Thanks a lot kafen
I agree with your thinking on energy/ag
Great long term fa due to emerging market growth
I looked at pot and potash one last year both had buyout news rally before I
took action
Any other speculative natural gas play? Thanks again
【在 k***n 的大作中提到】
: many trades I made turned out to be very bad too
: I sold URRE at $3.12 and bought it back at $2.53, reducing my cost a bit
: but I sold URZ at $4.52 together with URRE and completely missed this 30%
: run
: URZ was my largest uranium holding and my cost was <$1.7
: I am fully loaded most of the time also because I firmly believe that we
: are in a commodity bull market, which just started. But the drawback is
: sometimes when seeing a good opportunity, like you mentioned buying URRE
: at $2.6, I have to unload some good stocks to get dry powders. For example
: I bought GWMGF a few days ago at the cost of selling a silver stock.
|
|
|
b******r
发帖数: 16603 | 21 What do you think about PLG? Thanks.
【在 a********h 的大作中提到】
: shake hand, I have similar style, but I noticed you have better market
: timing and trade more often than I do.
: right now I am fully loaded, no cash, all in miners
: 27% in gold
: 38% in silver
: 20% in rare earth
: 6% in plantium/paladdium
: 9% uranium
: wanted to get more uranium, but no cash, hesitate to sell some silver (due
: to tax),
|
k***n
发帖数: 3158 | 22 check out SDCJF
its long term ceiling should be as good as if not better than SSN
but it runs in a much more steady pace because of its diversification of
oil/gas assests.
I sold half of SSN and bought this one @ $0.87
I
【在 a********h 的大作中提到】
: Thanks a lot kafen
: I agree with your thinking on energy/ag
: Great long term fa due to emerging market growth
: I looked at pot and potash one last year both had buyout news rally before I
: took action
: Any other speculative natural gas play? Thanks again
|
a********h
发帖数: 819 | 23 thanks a lot
will do some dd
【在 k***n 的大作中提到】
: check out SDCJF
: its long term ceiling should be as good as if not better than SSN
: but it runs in a much more steady pace because of its diversification of
: oil/gas assests.
: I sold half of SSN and bought this one @ $0.87
:
: I
|
a********h
发帖数: 819 | 24 i have PLG, it's my long-term hold.
i also have SWC, don't have PAL at this point.
【在 b******r 的大作中提到】
: What do you think about PLG? Thanks.
|
k***n
发帖数: 3158 | 25 ALLRF another 25% jump, lol
【在 k***n 的大作中提到】
: many trades I made turned out to be very bad too
: I sold URRE at $3.12 and bought it back at $2.53, reducing my cost a bit
: but I sold URZ at $4.52 together with URRE and completely missed this 30%
: run
: URZ was my largest uranium holding and my cost was <$1.7
: I am fully loaded most of the time also because I firmly believe that we
: are in a commodity bull market, which just started. But the drawback is
: sometimes when seeing a good opportunity, like you mentioned buying URRE
: at $2.6, I have to unload some good stocks to get dry powders. For example
: I bought GWMGF a few days ago at the cost of selling a silver stock.
|
b******r
发帖数: 16603 | 26 我miners上的holding跟你差不多，呵呵。
我发现kafen在这个板块的momentum play超牛。
【在 a********h 的大作中提到】
: i have PLG, it's my long-term hold.
: i also have SWC, don't have PAL at this point.
|
a********h
发帖数: 819 | 27 amazing, great work, Kafen!
I will have to wait for a pullback to get in, not good with chasing.
thanks for sharing.
【在 k***n 的大作中提到】
: ALLRF another 25% jump, lol
|
k***n
发帖数: 3158 | 28 I bought AMHPF last week to add into fertilzier portfolio
it has been consilidating
hopefully it will turn around soon
this is fertilizer company in Brazil, a country extremly short of fertilizer
but has a lot farm lands. Soros bought a huge amount of farm
lands in the last couple years there. So I think this one has a great
potential to move much higher.
【在 a********h 的大作中提到】
: amazing, great work, Kafen!
: I will have to wait for a pullback to get in, not good with chasing.
: thanks for sharing.
|
a********h
发帖数: 819 | 29 thanks Kafen, sounds good.
a friend talked to me about both ALLRF and AMHPF a couple of months ago
when ALLRF was 0.5, hehe, wasn't able to pull the trigger since all my
funds was already in and I am not good with rotating positions.
I was also worrying about correction in overall market, however it seems
now it's crack-up boom boom boom without correction first.
fertilizer
【在 k***n 的大作中提到】
: I bought AMHPF last week to add into fertilzier portfolio
: it has been consilidating
: hopefully it will turn around soon
: this is fertilizer company in Brazil, a country extremly short of fertilizer
: but has a lot farm lands. Soros bought a huge amount of farm
: lands in the last couple years there. So I think this one has a great
: potential to move much higher.
|
a********h
发帖数: 819 | 30 yes, agreed.
【在 b******r 的大作中提到】
: 我miners上的holding跟你差不多，呵呵。
: 我发现kafen在这个板块的momentum play超牛。
|
|
|
k***n
发帖数: 3158 | 31 Sundance is dancing beautifully in ASX
two steps up and one step down
just keeps marching higher and higher
【在 k***n 的大作中提到】
: check out SDCJF
: its long term ceiling should be as good as if not better than SSN
: but it runs in a much more steady pace because of its diversification of
: oil/gas assests.
: I sold half of SSN and bought this one @ $0.87
:
: I
|
