d*t
2 楼
大家的注意力很多都集中在人人上吧，上哈利波特的不多，啥时候它飞的时候估计才会
有人关注，考，老是加仓加早，留着马金等自己想割的时候全部上
有人关注，考，老是加仓加早，留着马金等自己想割的时候全部上
c*9
3 楼
laoyoun how about BHI? this stock keep falling, do you know what it is
doing?
good buy here?
thanks.
doing?
good buy here?
thanks.
b*y
4 楼
u think it will go to 31?
k*n
5 楼
Baker主要是新闻打击太厉害
避避风头阿，等消停了再说
【在 c*******9 的大作中提到】
: laoyoun how about BHI? this stock keep falling, do you know what it is
: doing?
: good buy here?
: thanks.
w*1
6 楼
這次你確信是真的？如同你的身份一樣。
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
b*y
7 楼
is it time to ad? you gong
o*w
8 楼
misleading
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
k*n
9 楼
真的是懒得理你们这些菜鸟
走着瞧吧
有没有财运上天早已注定
再怎么折腾都是扯蛋
走着瞧吧
有没有财运上天早已注定
再怎么折腾都是扯蛋
l*t
10 楼
大牛干吗老是推荐在下级通道里的股？？？
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
c*r
11 楼
大牛家底厚，账户大，可以忍受一时波动
小散有时候不太适合大牛打法
【在 l*****t 的大作中提到】
: 大牛干吗老是推荐在下级通道里的股？？？
小散有时候不太适合大牛打法
【在 l*****t 的大作中提到】
: 大牛干吗老是推荐在下级通道里的股？？？
g*c
12 楼
油扫
DVN咋办？
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
DVN咋办？
【在 k********n 的大作中提到】
: 暴力反弹行情就在4月
: 哪怕跌到31也要把手绑上
l*t
13 楼
俺上次就说hal胸多鸡少，俺连dvn都在７２割了。。。
【在 c*******r 的大作中提到】
: 大牛家底厚，账户大，可以忍受一时波动
: 小散有时候不太适合大牛打法
【在 c*******r 的大作中提到】
: 大牛家底厚，账户大，可以忍受一时波动
: 小散有时候不太适合大牛打法
k*n
14 楼
I did not let you buy DVN above 75..
I recommend it at 64.xx
no responsibility here!!!
【在 g***c 的大作中提到】
: 油扫
: DVN咋办？
g*c
15 楼
俺没买
就是问现在要买不
呵呵
【在 k********n 的大作中提到】
:
: I did not let you buy DVN above 75..
: I recommend it at 64.xx
: no responsibility here!!!
就是问现在要买不
呵呵
【在 k********n 的大作中提到】
:
: I did not let you buy DVN above 75..
: I recommend it at 64.xx
: no responsibility here!!!
k*n
16 楼
wait for the negative news fucking dry up...
CNBC is full of sons of bitches.
【在 g***c 的大作中提到】
: 俺没买
: 就是问现在要买不
: 呵呵
s*9
17 楼
average down
h*y
18 楼
I already had 1100 shares of HAL at about $34
I will buy more if it hits $31.
I also have 200 shares of BHI, will buy more if below $40
This is a great buying opportunity for oil services group
My gut feeling：
It is temporary pullback associated with the higher cost of transition from
natural gas rigs to oil rigs. The current quarter and next quarter are vast
majority of the transitions hit. Second half of this year will be much
better.
During this transition, HAL may be better than BHI because HAL's supply
chain is one of best in the industry, but BHI has very good potential in
longer term. I saw a recent article of morningstar that has some analysis b/
w HAL and BHI, I think in general make sense. It pointed out the current
problem in the industry, but I personally think the media/investment
community over-react the problem.
http://finance.yahoo.com/news/baker-hughes-tale-contrasts-11000
These two companies have forward P/E at around 10, compared to SLB having
forward P/E at around 20. Even though their profit margin will drop in these
2 or 3 quarters, they are very cheap in long term.
油工，这个领域你是专家，请指教
I will buy more if it hits $31.
I also have 200 shares of BHI, will buy more if below $40
This is a great buying opportunity for oil services group
My gut feeling：
It is temporary pullback associated with the higher cost of transition from
natural gas rigs to oil rigs. The current quarter and next quarter are vast
majority of the transitions hit. Second half of this year will be much
better.
During this transition, HAL may be better than BHI because HAL's supply
chain is one of best in the industry, but BHI has very good potential in
longer term. I saw a recent article of morningstar that has some analysis b/
w HAL and BHI, I think in general make sense. It pointed out the current
problem in the industry, but I personally think the media/investment
community over-react the problem.
http://finance.yahoo.com/news/baker-hughes-tale-contrasts-11000
These two companies have forward P/E at around 10, compared to SLB having
forward P/E at around 20. Even though their profit margin will drop in these
2 or 3 quarters, they are very cheap in long term.
油工，这个领域你是专家，请指教
k*n
19 楼
Well said
b*y
20 楼
nice article!
d*k
21 楼
个人觉得石油相关股似乎将underperform大盘。对伊朗禁运是石油公司最后一招，在这
之后，油价应该下降因为欧洲中国经济不景气，美国经济增长缓慢，现在美国经济颇有
点向滞胀发展的趋势。
之后，油价应该下降因为欧洲中国经济不景气，美国经济增长缓慢，现在美国经济颇有
点向滞胀发展的趋势。
t*a
22 楼
油工，你信箱满了。
u*g
23 楼
油工，你一语成谶
HAL is going to hit 32.~~
奎飛了
HAL is going to hit 32.~~
奎飛了
o*w
24 楼
fake LZ
misleading....
misleading....
g*q
25 楼
滞胀只能靠炒石油了
【在 d**k 的大作中提到】
: 个人觉得石油相关股似乎将underperform大盘。对伊朗禁运是石油公司最后一招，在这
: 之后，油价应该下降因为欧洲中国经济不景气，美国经济增长缓慢，现在美国经济颇有
: 点向滞胀发展的趋势。
【在 d**k 的大作中提到】
: 个人觉得石油相关股似乎将underperform大盘。对伊朗禁运是石油公司最后一招，在这
: 之后，油价应该下降因为欧洲中国经济不景气，美国经济增长缓慢，现在美国经济颇有
: 点向滞胀发展的趋势。
u*g
26 楼
HAL is just green now. I am thrilled.
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