求作牙瓷贴面的建议# Medicine - 求医问药
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h29 (...) 于 (Thu May 29 13:25:01 2008) 提到:
Commodity: basically no net position
oil: underweight, looking for a $20 shake out.
PM: neutral
base metal: overweight. Betting on a drop in oil will spark growth hope/
fever...
Commodity producer: 20%
heavily overweight energy long life reserve plays (e.g. Canadian oil sand
, energy service, nuclear, solar, wind, ethanol, natural gas, petro brazil,
petro china, etc). Plan to add more position if
h29 (...) 于 (Thu May 29 13:25:01 2008) 提到:
Commodity: basically no net position
oil: underweight, looking for a $20 shake out.
PM: neutral
base metal: overweight. Betting on a drop in oil will spark growth hope/
fever...
Commodity producer: 20%
heavily overweight energy long life reserve plays (e.g. Canadian oil sand
, energy service, nuclear, solar, wind, ethanol, natural gas, petro brazil,
petro china, etc). Plan to add more position if