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下周关注建仓Commodity -5/18（要求置顶)
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下周关注建仓Commodity -5/18（要求置顶)# Stock
L*n
1 楼
XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
among commodity:
copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
related, better
COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
the froth has die down a little bit and it's at ideal entry spot. In fact,
it has beaten ER estimate by over 100% 4 quarter in a row! but price is
depressed by the negative outlook of the whole sector. plan to open position
on Monday. I had also traded this stock couple years back. and know how
fast it can run if it gets ignition. It a ideal size company and wavy.
Aluminum: 龙头是AA, ACH is another good choice (good entry as well）
Steel: CLF is stronger than X, even though both runs very similarly.
Coal: still in the bottoming forming stage. but ANR is one of the worst
among coal stock. i have a small position on ANR and currently underwater by
6%. plan to leave it alone, will not increase holding. Shorted some put as
well, plan to leave it alone as well, if It gets executed, i'll buy ANR
below 6.5 which is not bad. but i do not believe it's a good long candidate
compare to others in the same sector. If no choice, KOL is a good one.
Silver/gold: didn't even look at those. the chart hurts my eyes.
===============================
I'll be glad to share my pick with you ONLY if you follow this thread with
suggestive opinion and insides, or picks among this sector. Simply ask for
pick WILL BE IGNORED.
IF you do take position of the pick i gave, you should have a trading plan
ahead of time. If you don't have, don't trade. I don't believe you can
handle the wave and i don't want to be inundated with questions like what to
do on a daily base.
and finally, not for investment suggestion. YMYD!!!
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B*n
2 楼
why not SCCO?
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L*n
3 楼
盘子大了一点， but a good one.
PM you my choice.

【在 B*******n 的大作中提到】
: why not SCCO?
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h*7
4 楼
XLB最近都是利好消息
从52周趋势线来看，趋势好像不明显啊
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v*k
5 楼
铜矿很多有金矿业务，比如fcx。要小心这个因素。

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
L*n
6 楼
Look 3yrs, just break out. I like fresh breakouts rather than chase high

【在 h*****7 的大作中提到】
: XLB最近都是利好消息
: 从52周趋势线来看，趋势好像不明显啊
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v*k
7 楼
而且煤炭实际上是算在xle里的，虽然xle xlb 经常联动

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
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Y*U
8 楼
AKS/X
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L*n
9 楼
GREAT POINT. fcx still wondering at 52wk low because of that. and i don't
like it's chart

【在 v*****k 的大作中提到】
: 铜矿很多有金矿业务，比如fcx。要小心这个因素。
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L*n
10 楼
could you elaborate a bit on why you choose AKS vs CLF? both run very
similarly. AKS is 1/5 size.
btw, friday aftermarket AKS is seeing some sell off, may be news related.

【在 Y**U 的大作中提到】
: AKS/X
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r*e
11 楼
先mark 回头再看
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m*c
12 楼
跟着师父好好混啊,煤好像没什么起色,谷底还需要徘徊一段时间吧.
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m*3
13 楼
谢谢。
决定下学期把我的GLD统统换成这里面的。

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
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N*L
14 楼
doctor, I see a lot of resistance upward for FCX for example 35.9, right?
I am not planing to get in those picks yet. still enjoy a little boat riding
now :) just for discussion
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v*k
15 楼
其实xlb的holding和大家想的差很远。hehe。化工产品占大头
Monsanto Company Common Stock MON 11.76
E.I. du Pont de Nemours and Com DD 9.54
Dow Chemical Company (The) Comm DOW 7.97
Praxair, Inc. Common Stock PX 6.86
Freeport-McMoRan Copper & Gold, FCX 6.53
LyondellBasell Industries NV Or LYB 4.99
Ecolab Inc. Common Stock ECL 4.42
International Paper Company Com IP 4.35
PPG Industries, Inc. Common Sto PPG 4.03
Air Products and Chemicals, Inc APD 3.81
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N*L
16 楼
oic, the pick you had is not fcx
never mind:)
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N*n
17 楼
Big commercial traders are longing copper a lot.
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v*k
18 楼
commercial 和 large speculators 谁更强点？目前看差不多啊
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t*e
19 楼
My picks for coal: wlt & yzc

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
l*6
20 楼
I have a pick of NOR @ 3.91. It seems to get some momentum to rise.
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J*J
21 楼
图看起来让人有点不踏实啊

【在 B*******n 的大作中提到】
: why not SCCO?
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h*e
22 楼
请大夫pm pick
不过xlb从周线图上来看并没有完全突破2011的高点41.26左右，估计这里也是强阻力区域
从今年的图上看突破40，并成功回踩
我个人的意见是等突破41.26之后才能确定
我的pick是swc，丫做贵金属的，突破15，前途无量
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r*e
23 楼
感觉NOR盘子有点过小，而且还在bottom base徘徊，若能站稳$4.8一段时间后上了量，
应该能break out.
我是青蛙，自己的粗浅分析。
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L*n
24 楼
your mailbox reject my pm! you don't need my pick ;-)
last high 41.28, this week's high 41.32， it didn't close above the previous
high, but i don't think there is any question.
thanks for your inside.

区域

【在 h*****e 的大作中提到】
: 请大夫pm pick
: 不过xlb从周线图上来看并没有完全突破2011的高点41.26左右，估计这里也是强阻力区域
: 从今年的图上看突破40，并成功回踩
: 我个人的意见是等突破41.26之后才能确定
: 我的pick是swc，丫做贵金属的，突破15，前途无量
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d*r
25 楼
谢谢。。。准备把ANR割了(-2%)换FCX
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v*k
26 楼
唯一的问题就是为什么其他贵金属矿不跟着金矿走。

区域

【在 h*****e 的大作中提到】
: 请大夫pm pick
: 不过xlb从周线图上来看并没有完全突破2011的高点41.26左右，估计这里也是强阻力区域
: 从今年的图上看突破40，并成功回踩
: 我个人的意见是等突破41.26之后才能确定
: 我的pick是swc，丫做贵金属的，突破15，前途无量
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b*3
27 楼
doc. ..can i have the copper picks..thanks
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m*c
28 楼
尽管不是当初了,但是美元和黄金的反向关联程度还是很高,我觉得也是打压黄金的初衷
吧.
其他贵金属就没大的关联了吧

【在 v*****k 的大作中提到】
: 唯一的问题就是为什么其他贵金属矿不跟着金矿走。
:
: 区域
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v*k
29 楼
铂金和钯金的价格应该和黄金还是很一致的吧。就是波动比较小？

【在 m******c 的大作中提到】
: 尽管不是当初了,但是美元和黄金的反向关联程度还是很高,我觉得也是打压黄金的初衷
: 吧.
: 其他贵金属就没大的关联了吧
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c*o
30 楼
没仔细看你的分析，我觉得宏观来看不太可能。
fed要控制inflation，commodity 的大周期可能已经到头了。
现在政府又在调查石油公司操纵油价，这个实在是意外。
美国在营造一个低通胀，利于制造也的宏观环境。

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
h*e
31 楼
金矿被人捅了菊花，现在还在流血呢

【在 v*****k 的大作中提到】
: 唯一的问题就是为什么其他贵金属矿不跟着金矿走。
:
: 区域
avatar
h*e
32 楼
should be fine now, it take me 1hour to figure out

previous

【在 L****n 的大作中提到】
: your mailbox reject my pm! you don't need my pick ;-)
: last high 41.28, this week's high 41.32， it didn't close above the previous
: high, but i don't think there is any question.
: thanks for your inside.
:
: 区域
avatar
i*w
33 楼
For FCX, what if the Plains deal falls through? Will that affect its short
term price?

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
m*a
34 楼
Copper will be good since China's inventory drop & US consumer confidence
rose to the highest since 07.
I've purchased some RIO after they finally got the go ahead in Australia
where China imports a huge amount of iron ore from. RIO was low early this
year due to China's slow growing in Q1, China's tightened policy in property
market and a bear market performance of steel. Iron ore price would drop
due to overall supplies increase, but the approval from Australia will lower
the cost of this company. The demand will be higher than supply in 2013 and
into 2014 though per bloomberg. I am thinking to hold RIO for a year but
depends the economic result from China in Q2.
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L*n
35 楼
I don't read much FA and don't use news speculation to direct trading, so
can't answer that question.
From TA, FCX had an island reversal under a long establish $31 support line
- a indication that it was an extreme pessimism. It had now cross over 50ma
and successfully withstood the test above the right gap - short term
direction is UP>

【在 i*********w 的大作中提到】
: For FCX, what if the Plains deal falls through? Will that affect its short
: term price?
:
: position
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a*e
36 楼
mark for study.
...
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r*e
37 楼
MB 总算换完硬盘了
楼上那位说的有点意思，要防止政府干预。黄金已经给fed搞怕了。但是copper应该还
在低位，不用担心给打压。价格会有上扬但是应该在10%以内。
经过冬天产能会有所恢复，所以第二季度mining应该可以搞一下。
另一个关键是中国，中国一直是原材料消耗大国，而且clf的最大consumer就是中国。
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s*e
38 楼
正是因为这一点，不要轻易碰clf,中国对原材料的需求明显在减缓，而且中国基数太大
，随便掉2-3%可能就是上亿吨的需求，足够砸死一堆公司了。

【在 r***e 的大作中提到】
: MB 总算换完硬盘了
: 楼上那位说的有点意思，要防止政府干预。黄金已经给fed搞怕了。但是copper应该还
: 在低位，不用担心给打压。价格会有上扬但是应该在10%以内。
: 经过冬天产能会有所恢复，所以第二季度mining应该可以搞一下。
: 另一个关键是中国，中国一直是原材料消耗大国，而且clf的最大consumer就是中国。
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z*k
39 楼
PMed you my pick, dafu
我仍然不看好煤矿，as long as O8 is in office
看好天然气
各大玩家都在斥巨资修建天然气出口港，等待DOE 批准出口
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k*n
40 楼
Profit: ***.73 around 9%
Stop loss: ****.22 around 5%
Not sure if I am right or not.
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N*L
41 楼
island reversal, one more thing I learnt today :)
I have been monitoring RKUS
do you think it has any resemblance of island reversal?

line
50ma

【在 L****n 的大作中提到】
: I don't read much FA and don't use news speculation to direct trading, so
: can't answer that question.
: From TA, FCX had an island reversal under a long establish $31 support line
: - a indication that it was an extreme pessimism. It had now cross over 50ma
: and successfully withstood the test above the right gap - short term
: direction is UP>
avatar
r*e
42 楼
中国之前几个月的需求在稳步上升1% each month.

【在 s*****e 的大作中提到】
: 正是因为这一点，不要轻易碰clf,中国对原材料的需求明显在减缓，而且中国基数太大
: ，随便掉2-3%可能就是上亿吨的需求，足够砸死一堆公司了。
avatar
s*e
43 楼
这才是问题所在，就是长需求还在跌，说明这个需求长得还不够支撑矿山的新增产能，
更何况没准哪天需求还会跌呢？全球铁矿的新增产能据说接下来几年有9亿吨，而中国
今年大概只有5000吨的需求增加。你还得防着随时可能出现的危机，一旦出现，需求肯
定还要大量下降，所以现在几乎可以肯定不是底。

【在 r***e 的大作中提到】
: 中国之前几个月的需求在稳步上升1% each month.
avatar
r*e
44 楼
All about timing
我也觉得股事会掉，关键是什么时候turn。没什么可以永恒。我们现在不是在讨论
commodity，time frame is 1 week or 1 month.

【在 s*****e 的大作中提到】
: 这才是问题所在，就是长需求还在跌，说明这个需求长得还不够支撑矿山的新增产能，
: 更何况没准哪天需求还会跌呢？全球铁矿的新增产能据说接下来几年有9亿吨，而中国
: 今年大概只有5000吨的需求增加。你还得防着随时可能出现的危机，一旦出现，需求肯
: 定还要大量下降，所以现在几乎可以肯定不是底。
avatar
c*o
45 楼
second this.
不要再bet on china,move on. Japan is the next and therefore
nature gas (LNG)
美帝的经济政策还是很厉害。

【在 s*****e 的大作中提到】
: 这才是问题所在，就是长需求还在跌，说明这个需求长得还不够支撑矿山的新增产能，
: 更何况没准哪天需求还会跌呢？全球铁矿的新增产能据说接下来几年有9亿吨，而中国
: 今年大概只有5000吨的需求增加。你还得防着随时可能出现的危机，一旦出现，需求肯
: 定还要大量下降，所以现在几乎可以肯定不是底。
avatar
i*w
46 楼
求PM the short-mid term strategy

line
50ma

【在 L****n 的大作中提到】
: I don't read much FA and don't use news speculation to direct trading, so
: can't answer that question.
: From TA, FCX had an island reversal under a long establish $31 support line
: - a indication that it was an extreme pessimism. It had now cross over 50ma
: and successfully withstood the test above the right gap - short term
: direction is UP>
avatar
c*o
47 楼
关键日本这个贱人也够贱...
看看人家德国，打死不印钱。

【在 c*******o 的大作中提到】
: second this.
: 不要再bet on china,move on. Japan is the next and therefore
: nature gas (LNG)
: 美帝的经济政策还是很厉害。
avatar
g*k
48 楼
fcx drags down because of the proposed acquisition I think and it has gold
portfolio as well.

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
p*e
49 楼
大夫觉得BTU怎么样，突破了wedge,目前在磨机着
avatar
l*1
50 楼
POT is good one.
Just broke out.

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
x*j
51 楼
FCX现在的这个价格是因为去年的收购吧。自从收购出来以后一直都在32块左右徘徊。
上次黄金被打压的时候28块捞了一把fcx倒是赚了。
avatar
h*v
52 楼
TC值得关注。FA层面，就不多说了，这个版块被打压得厉害。TA上，双底成功守住，前
期支撑位，下降楔形，需要耐心持股。
大夫有空pick发过来讨论讨论。

line
50ma

【在 L****n 的大作中提到】
: I don't read much FA and don't use news speculation to direct trading, so
: can't answer that question.
: From TA, FCX had an island reversal under a long establish $31 support line
: - a indication that it was an extreme pessimism. It had now cross over 50ma
: and successfully withstood the test above the right gap - short term
: direction is UP>
avatar
p*t
53 楼
Agree
5/17 美国解禁对日本LNG出口，以前不对非FTA国家出口。
日本由于核电站的问题会增加火力发电，进口会大增，美国国内价格大幅低于日本现在
进口价格。
求Copper pick

second this.不要再bet on china,move on. Japan is the next and
thereforenature gas (LNG)美帝的经........

【在 c*******o 的大作中提到】
: second this.
: 不要再bet on china,move on. Japan is the next and therefore
: nature gas (LNG)
: 美帝的经济政策还是很厉害。
avatar
c*y
54 楼
关注我干嘛？
avatar
c*y
55 楼
看品种，最后都是终端消费者买单。

【在 v*****k 的大作中提到】
: commercial 和 large speculators 谁更强点？目前看差不多啊
avatar
m*9
56 楼
同看好swc，看图应该是大涨在即

区域

【在 h*****e 的大作中提到】
: 请大夫pm pick
: 不过xlb从周线图上来看并没有完全突破2011的高点41.26左右，估计这里也是强阻力区域
: 从今年的图上看突破40，并成功回踩
: 我个人的意见是等突破41.26之后才能确定
: 我的pick是swc，丫做贵金属的，突破15，前途无量
avatar
m*9
57 楼
又看了下fcx，跟fcx好像是同样的形态

【在 m***9 的大作中提到】
: 同看好swc，看图应该是大涨在即
:
: 区域
avatar
X*s
58 楼
不是故意抬扛，如果每个人都可以看到这个图看懂这个图，那庄家还怎么玩？依据这个
图，能有多大的胜率？

【在 N********n 的大作中提到】
: Big commercial traders are longing copper a lot.
avatar
x*g
59 楼
我同意AA是个不错的选择,已经小仓位持有,等待主力均线的突破.我觉得有可能可以涨
到9.4附近.
最近似乎材料都是最后拉的,所以上周已经清空金融了.宁愿踏空.
不知道你介不介意分享一下你的Pick,纯交流.谢谢
avatar
e*5
60 楼
感觉原材料板块都还有一个大跌，可能直到6月19日那周才会有转机。铜铝铁可能相对
于金银煤矿好些。直到大盘停止上涨，原材料才会有起色。
年初的时候某个id说今年大盘走倒v，我很赞同。
请大夫发个pick。
avatar
N*n
61 楼

COT never guarantees a profitable trade. It only shows which side
has better odds.

【在 X*****s 的大作中提到】
: 不是故意抬扛，如果每个人都可以看到这个图看懂这个图，那庄家还怎么玩？依据这个
: 图，能有多大的胜率？
avatar
M*8
62 楼
20130517收市后的预测 AA: 起 ~ 8.7994
20130517收市后的预测 ACH: 起 ~ 10.5862
20130517收市后的预测 AKS: 起 ~ 3.6422
20130517收市后的预测 ANR: 起 ~ 7.3170
20130517收市后的预测 BTU: 起 ~ 20.7961
20130517收市后的预测 CLF: 起 ~ 23.6901
20130517收市后的预测 FCX: 起 ~ 33.3009
20130517收市后的预测 KOL: 起 ~ 21.7353
20130517收市后的预测 NOR: 起 ~ 4.4974
20130517收市后的预测 POT: 起 ~ 44.8105
20130517收市后的预测 RIO: 起 ~ 46.7280
20130517收市后的预测 SCCO: 起 ~ 33.4237
20130517收市后的预测 SWC: 起 ~ 12.8668
20130517收市后的预测 TC: 起 ~ 3.8749
20130517收市后的预测 WLT: 起 ~ 19.7780
20130517收市后的预测 X: 起 ~ 19.5291
20130517收市后的预测 XLB: 起 ~ 41.9405
20130517收市后的预测 YZC: 起 ~ 10.7949
http://www.mitbbs.com/article_t1/Stock/34775455_0_4.html
avatar
S*t
63 楼
我的pick前几天有别的大牛荐过 — TC, 原帖链接如下：
http://www.mitbbs.com/article_t/Stock/34737305.html
公司现期仍以钼矿开采为主，但备受关注的Mt. Milligan的铜/金矿场据预测今年八月
开始commercial production. 5月9日ER大涨后回落一周，现已慢慢企稳。若金属材料
市场开始反弹该股会有不俗的表现。
avatar
c*p
64 楼
稀土如何？国内的股票。
avatar
l*u
65 楼
没人看好AUY吗？
AA，wlt和TC看起来都很不错。
大夫，能否pm我您的picks？需要多向您学习。先谢谢了。
avatar
e*7
66 楼
大家开始进货了吗？
avatar
f*9
67 楼
Why does kol better than anr? I see kol is on up trend at 6 months and 1
year. I am still holding anr... Could you please pm me the new picks? Thanks
!
avatar
L*n
68 楼
闭着眼睛买
avatar
p*e
69 楼
大夫，跪求pick...

【在 L****n 的大作中提到】
: 闭着眼睛买
avatar
r*n
70 楼
Swc 和 chk 图看着都不错。求pick

【在 L****n 的大作中提到】
: 闭着眼睛买
avatar
c*o
71 楼
都上！

【在 r****n 的大作中提到】
: Swc 和 chk 图看着都不错。求pick
avatar
t*e
72 楼
These two are doing ok among coals.

【在 t*********e 的大作中提到】
: My picks for coal: wlt & yzc
:
: position
avatar
c*n
73 楼
以前拿过一段时间的X,现在跟大夫在关注CLF,不过我是以持有分红为目的的，是不是要
等形势明朗了再进？
大夫，求pick
avatar
t*s
74 楼
为什么不看VALE或者MT，感觉CLF好可怕的样子
avatar
L*n
75 楼
My post has serve the purpose it intended - bring out some ideas and all can
look at it and study.
Not to give a pick so people can follow blindly - to make money consistently
in the market, there is always opportunity, as well as risk. Don't count on
getting rich in one strike, but consistently finding the STRONG and avoid
the weak.
My Pick was mentioned by somebody in this thread - KUDO, it jumped and
closed at day high and i expect another substantial rise tomorrow.
avatar
L*n
76 楼
Out of that many, SWC is one that breaks your upper range, does that mean
your system predict it will drop tomorrow?

【在 M*****8 的大作中提到】
: 20130517收市后的预测 AA: 起 ~ 8.7994
: 20130517收市后的预测 ACH: 起 ~ 10.5862
: 20130517收市后的预测 AKS: 起 ~ 3.6422
: 20130517收市后的预测 ANR: 起 ~ 7.3170
: 20130517收市后的预测 BTU: 起 ~ 20.7961
: 20130517收市后的预测 CLF: 起 ~ 23.6901
: 20130517收市后的预测 FCX: 起 ~ 33.3009
: 20130517收市后的预测 KOL: 起 ~ 21.7353
: 20130517收市后的预测 NOR: 起 ~ 4.4974
: 20130517收市后的预测 POT: 起 ~ 44.8105
avatar
G*D
77 楼
MCP,insider buying,被古板抛弃了.ER以来开始up.
pm me your copper please.

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
t*e
78 楼
大夫觉得aks如何？顺便求pick.
avatar
k*i
79 楼
现在就算不是牛市末期，也是牛市中晚期了，买点cyclical和垃圾股就好了。
你提的FCX不错，买一点看看。
其实如果大家真确定commodity类能涨，直接买龙头就好了。就像看好太阳能就买FSLR
一样。
avatar
L*n
80 楼
谁最早提的WLT？太TM牛了。 我给100伪币， and one next pick.
avatar
h*e
81 楼
其实是老李最先提出的。。。。

【在 L****n 的大作中提到】
: 谁最早提的WLT？太TM牛了。 我给100伪币， and one next pick.
avatar
c*o
82 楼
re

【在 h*****e 的大作中提到】
: 其实是老李最先提出的。。。。
avatar
h*e
83 楼
小鸟你和3w是同一个人吧

【在 c*******o 的大作中提到】
: re
avatar
c*o
84 楼
?

【在 h*****e 的大作中提到】
: 小鸟你和3w是同一个人吧
avatar
L*n
85 楼
This is the one.
老李很牛， but the one the made difference for me is trueshuaige. hats off.

【在 t*********e 的大作中提到】
: My picks for coal: wlt & yzc
:
: position
avatar
k*r
86 楼
进了一点FCX 32。30.
惭愧现在还在初级学习阶段，还无法贡献本版。唯有祝福各位股友（包括我自己）在大
牛们的引领下，提高水平，共同致富。
avatar
f*h
87 楼
我感觉fcx被金子拖累还有的跌。不过我是青蛙

【在 k****r 的大作中提到】
: 进了一点FCX 32。30.
: 惭愧现在还在初级学习阶段，还无法贡献本版。唯有祝福各位股友（包括我自己）在大
: 牛们的引领下，提高水平，共同致富。
avatar
f*h
88 楼
大夫,首先感谢你创见了这麽一个好贴可以让大家一起交流。
我个人认为coal还是风险太大，就像A股一样。对这种高风险的sector我觉得稳妥点好
。所以我prefer btu，market cap大，leverage也小一些。

【在 L****n 的大作中提到】
: This is the one.
: 老李很牛， but the one the made difference for me is trueshuaige. hats off.
avatar
m*n
89 楼
CENX老牛的最爱
avatar
k*r
90 楼
谢谢提醒！买的很少，试试水。不行就止损。

我感觉fcx被金子拖累还有的跌。不过我是青蛙

【在 f**h 的大作中提到】
: 我感觉fcx被金子拖累还有的跌。不过我是青蛙
avatar
V*i
91 楼
大夫，看了你很多帖子，认同你很多分析，但本人青蛙，实在贡献不出什么，
能否分享一下你的pick? 多谢

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
L*n
92 楼
Overnight metal future: 金银都短期见底， 但铜价已经杯型突破。 hopefully my
copper pick will follow with a breakout as well.
avatar
s*o
93 楼
scco已经开涨啦，没听大牛的话好后悔呀。。
avatar
L*n
94 楼
nm都非得要买在最低卖在最高么？这TM才上2%就叫唤， 又不是上了20%

【在 s**o 的大作中提到】
: scco已经开涨啦，没听大牛的话好后悔呀。。
avatar
J*J
95 楼
看准还不够
还要拿的住

【在 L****n 的大作中提到】
: nm都非得要买在最低卖在最高么？这TM才上2%就叫唤， 又不是上了20%
avatar
s*o
96 楼
没进这个，不过我觉得gas图形好像更好看一些，就进了gas
avatar
A*e
97 楼
谢谢
进了点WLT
刚看见一个新闻
Walter Energy, Inc. (NYSE: WLT):
Pennystocksinsiders.com found the company CEO, Walter Scheller , purchased
his shares at a price of US$17.57 on May 6. When the share reached its 52-
week low price of US$16.08, there were about 12 company insiders who
purchased shares at price of US$16.81 – US$19.00 within May 6 – May 13.
avatar
L*n
98 楼
well, it is one tough week. but market turmoil tells a lot about a stock:
金属矿都还很散乱， 煤矿股很像hold得最好. 其中最好的是ACI!, 已经是trendline
和50ma突破后回测的过程， WLT还在蓄势， ANR和BTU都还在底部晃荡，中钙煤股也都
不错， JRCC已经突破在整理， YZC有要爆的迹象。 这两个上周都进出了一次， 有些
股在手上。 今天买入YZC。 希望下周市场趋于平稳， 煤股应该会有不错的表现。

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
avatar
r*m
99 楼
大夫目前的仓位跟我高度重合了，呵呵。
avatar
V*i
100 楼
看好WLT，周五趁底捞了点，大夫能不能pm一下你的pick?

【在 L****n 的大作中提到】
: Overnight metal future: 金银都短期见底， 但铜价已经杯型突破。 hopefully my
: copper pick will follow with a breakout as well.
avatar
d*o
101 楼
大夫可以说说clf吗？谢谢
avatar
L*n
102 楼
clf 5/16 日在我说的金叉处站稳了， 5/22重新冲击10ma失败， 一来不是非常的有力
， 二来大势不稳。 现在重回50ma上缘蓄势。 没有break down的迹象。 可以继续持有
。 可能还有数天的整理。

【在 d****o 的大作中提到】
: 大夫可以说说clf吗？谢谢
avatar
d*o
103 楼

谢谢

【在 L****n 的大作中提到】
: clf 5/16 日在我说的金叉处站稳了， 5/22重新冲击10ma失败， 一来不是非常的有力
: ， 二来大势不稳。 现在重回50ma上缘蓄势。 没有break down的迹象。 可以继续持有
: 。 可能还有数天的整理。
avatar
y*k
104 楼
这帖子和高盛唱对台戏。谁说的对？该听谁的？

【在 d****o 的大作中提到】
:
: 谢谢
avatar
p*8
105 楼
up
avatar
p*8
106 楼
大牛害的都是对他崇拜的青蛙。去年的RIMM,今年的WLT.
avatar
p*8
107 楼
难怪股版很多青蛙亏残在YZC。。。
///
发信人: Lexian (蒙古大夫), 信区: Stock
标 题: Re: 下周关注建仓Commodity -5/18（要求置顶)
发信站: BBS 未名空间站 (Sat May 25 03:25:12 2013, 美东)
well, it is one tough week. but market turmoil tells a lot about a stock:
金属矿都还很散乱， 煤矿股很像hold得最好. 其中最好的是ACI!, 已经是trendline
和50ma突破后回测的过程， WLT还在蓄势， ANR和BTU都还在底部晃荡，中钙煤股也都
不错， JRCC已经突破在整理， YZC有要爆的迹象。 这两个上周都进出了一次， 有些
股在手上。 今天买入YZC。 希望下周市场趋于平稳， 煤股应该会有不错的表现。

position

【在 L****n 的大作中提到】
: XLB已经完成突破， 回测, 过去一周开始暴力拉升， 牛市新一轮的动力
: among commodity:
: copper>aluminum>steel>coal>silver>gold, reason is simple, more industry
: related, better
: COPPER: 龙头是FCX, I have one pick, 2wk ago surprised WS with a 200% ER,
: the froth has die down a little bit and it's at ideal entry spot. In fact,
: it has beaten ER estimate by over 100% 4 quarter in a row! but price is
: depressed by the negative outlook of the whole sector. plan to open position
: on Monday. I had also traded this stock couple years back. and know how
: fast it can run if it gets ignition. It a ideal size company and wavy.
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