WNR 生不逢时 - 未名空间MITBBS历史存档

国际科技财经博客移民网络热点娱乐民生时事公众号

Redian新闻

>未名空间

>Stock

WNR 生不逢时

WNR 生不逢时# Stock

G*n2011-08-04 07:08

1 楼

ESt $1.163
EL PASO, Texas , Aug. 4, 2011 (GLOBE NEWSWIRE) -- Western Refining,
Inc.
(NYSE:WNR) today reported net income for the second quarter ended June
30
, 2011 of $100.1 million , or $1.10 per basic share and $0.94 per
diluted share, compared to second quarter 2010 net income of $14.4
million
, or $0.16 per basic and diluted share. The improved results for the
quarter were due to stronger refining margins, which were primarily the
result of the continued price advantage of WTI crude oil as compared to
Brent and other water-borne crude oils.
Adjusted EBITDA for the quarter was $228.5 million compared to Adjusted
EBITDA of $107.7 million for the second quarter of 2010. For the
quarter,
Adjusted EBITDA was negatively impacted by $30.9 million in both
realized
and unrealized hedging losses.

l*n2011-08-04 07:08

2 楼

Fail to beat an average estimate is not a big deal.
Q2's earning confirmed the trend and makes trailing PE very attractive.
In the conf call later, the management will paint a damn good picture, which
is going to make forward PE more attractive. Analysts are going to
reiterate buy in the next few days.
the bottom line is: reiterate buy rating.
disclaimer: I long WNR, though it is not news for the regulars here.

【在 G******n 的大作中提到】

: ESt $1.163
: EL PASO, Texas , Aug. 4, 2011 (GLOBE NEWSWIRE) -- Western Refining,
: Inc.
: (NYSE:WNR) today reported net income for the second quarter ended June
: 30
: , 2011 of $100.1 million , or $1.10 per basic share and $0.94 per
: diluted share, compared to second quarter 2010 net income of $14.4
: million
: , or $0.16 per basic and diluted share. The improved results for the
: quarter were due to stronger refining margins, which were primarily the

l*n2011-08-04 07:08

3 楼

For swing and day traders, good time to load if you see any meaningful drop
in the early trading.
I expect to see $22 range soon.
the most important thing is to know why WNR made a home run in the past year
--- WTI crack spread, the only positive factor posted in lz's post. as long
as this is not going away, people are rushing in.
any realized and unrealized loss in the hedging, may hurt the bottom line,
but smooths the earning a bit. Treat that as an insurance premium. I believe
the hedging loss largely contributes to the eps gap.

【在 l***n 的大作中提到】

: Fail to beat an average estimate is not a big deal.
: Q2's earning confirmed the trend and makes trailing PE very attractive.
: In the conf call later, the management will paint a damn good picture, which
: is going to make forward PE more attractive. Analysts are going to
: reiterate buy in the next few days.
: the bottom line is: reiterate buy rating.
: disclaimer: I long WNR, though it is not news for the regulars here.

l*g2011-08-04 07:08

4 楼

好象不能按常理来炒股票了，这么好的股票也能昨天20今天15，我早上还下单18.2准备
点便宜抢反弹，看到跌得太猛了就撤了。估计这回庄家自己都没顶住

drop
year
long
believe

【在 l***n 的大作中提到】

: For swing and day traders, good time to load if you see any meaningful drop
: in the early trading.
: I expect to see $22 range soon.
: the most important thing is to know why WNR made a home run in the past year
: --- WTI crack spread, the only positive factor posted in lz's post. as long
: as this is not going away, people are rushing in.
: any realized and unrealized loss in the hedging, may hurt the bottom line,
: but smooths the earning a bit. Treat that as an insurance premium. I believe
: the hedging loss largely contributes to the eps gap.

l*n2011-08-04 07:08

5 楼

LZ说生不逢时我本来还没有搞明白，哈，现在明白了。