m****r
发帖数: 5435 | |
L****n
发帖数: 12932 | |
m****r
发帖数: 5435 | 3
ｘｕｅ呢？图形好像更好？
【在 L****n 的大作中提到】
: 不错。
|
j*****h
发帖数: 3292 | 4 信人: jackahh (RockMyLife), 信区: stock_trend
标 题: Re: 最近的rally？
发信站: BBS 未名空间站 (Fri Nov 15 18:33:11 2013, 美东)
holy cow.
i will be mostly out of all the positions after the weekend.
only pbr 2000 shares with $17. 5 covered call by 11/29
chicken out. Market is insane |
j*****h
发帖数: 3292 | 5 11/22 there shall be some FA announcement from pbr management.
you better hedge. Though i think it is most likely positive. |
m****r
发帖数: 5435 | 6
不错啊。啥时候进的？
【在 j*****h 的大作中提到】
: 信人: jackahh (RockMyLife), 信区: stock_trend
: 标 题: Re: 最近的rally？
: 发信站: BBS 未名空间站 (Fri Nov 15 18:33:11 2013, 美东)
: holy cow.
: i will be mostly out of all the positions after the weekend.
: only pbr 2000 shares with $17. 5 covered call by 11/29
: chicken out. Market is insane
|
L****n
发帖数: 12932 | 7 这个已经起来挺久了。 很容易被套。
【在 m****r 的大作中提到】
:
: 不错啊。啥时候进的？
|
m****r
发帖数: 5435 | 8
噢。我还没买。想着呢。刚看了图，等会看ｎｅｗｓ等。
【在 j*****h 的大作中提到】
: 11/22 there shall be some FA announcement from pbr management.
: you better hedge. Though i think it is most likely positive.
|
m****r
发帖数: 5435 | 9
好。那就继续关注。看回调有没机会。我有时候控制不住自己想追。 ：）
我今天追了ｋｎｄｉ，你觉得咋样？我看它出租注意不错，电车。 就是图有点乱。
【在 L****n 的大作中提到】
: 这个已经起来挺久了。 很容易被套。
|
m****r
发帖数: 5435 | 10 大夫阿。
我特别特别想进ｂｏｒｎ，和ｇｕｒｅ。抄底。是不是得打消这个注意阿。 |
|
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m****r
发帖数: 5435 | 11
看了这个：
http://www.forbes.com/sites/kenrapoza/2013/11/13/brazil-billion
挺恐怖啊，打算先不买了。
【在 j*****h 的大作中提到】
: 11/22 there shall be some FA announcement from pbr management.
: you better hedge. Though i think it is most likely positive.
|
j*****h
发帖数: 3292 | 12 negative energy plenty
What not to like:
1 State owned and runned, country risk
2 Organized union, collective bargaining agreement, difficult to control
cost
3 State controlled retail and gas price, PBR have to import to subsidize
the domestic demand at low price
4 Reals depreciation
5 Very aggressive Capex plan in the next several years, Capex outpace the
operating cash flow by wild margin ($237 billion five-year investment plan)
$47 Bn per year while operating cash flow highest $33 bn in 2011. Selling
assets & new debt will fill the capital gap, so said.
6 Stagnant production output
7 Uncertainty in Capex investment (technical difficulty….) |
m*s
发帖数: 6855 | 13 美股那样多的好的石油商，去跟ptr耗啥劲。不过感觉最近这些石油商有很大量的钱进去
了，是个好板块
control
subsidize
the
plan)
【在 j*****h 的大作中提到】
: negative energy plenty
: What not to like:
: 1 State owned and runned, country risk
: 2 Organized union, collective bargaining agreement, difficult to control
: cost
: 3 State controlled retail and gas price, PBR have to import to subsidize
: the domestic demand at low price
: 4 Reals depreciation
: 5 Very aggressive Capex plan in the next several years, Capex outpace the
: operating cash flow by wild margin ($237 billion five-year investment plan)
|
m****r
发帖数: 5435 | 14
control
subsidize
the
plan)
撑死胆大的。 ：）
我看煤在起阿，ａａ，ａｎｒ。
【在 j*****h 的大作中提到】
: negative energy plenty
: What not to like:
: 1 State owned and runned, country risk
: 2 Organized union, collective bargaining agreement, difficult to control
: cost
: 3 State controlled retail and gas price, PBR have to import to subsidize
: the domestic demand at low price
: 4 Reals depreciation
: 5 Very aggressive Capex plan in the next several years, Capex outpace the
: operating cash flow by wild margin ($237 billion five-year investment plan)
|
j*****h
发帖数: 3292 | 15 MOS姐股神回DS的贴，敢动死了
进去
【在 m*s 的大作中提到】
: 美股那样多的好的石油商，去跟ptr耗啥劲。不过感觉最近这些石油商有很大量的钱进去
: 了，是个好板块
:
: control
: subsidize
: the
: plan)
|
