卖了今年的牛油股(HES)，换了今年的衰油股(PWE) - 未名空间MITBBS历史存档

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卖了今年的牛油股(HES)，换了今年的衰油股(PWE)

卖了今年的牛油股(HES)，换了今年的衰油股(PWE)# Stock

p*r2013-12-26 08:12

1 楼

刚把我的　HES hold($45 进的）卖了一半，
马上买了今年的衰油股，PWE, 明天是 ex-dividend date(6% dividend/year).
要进的话，今天是好时机。
PWE 有油，气田。不会像 tech stocks， out of favor 一下没人要了。
油田，气田总会有人要的。PWE　现在股价是它的　book value 的一半。
The stock should gain at least 50% to $12-$13 next year,
may be over 100% if it can sell some of the assets at good
price due to the gas price going up.

d*12013-12-26 08:12

2 楼

HESS是我们客户。
最近它的energy marketing policy有不少变动

【在 p*********r 的大作中提到】

: 刚把我的　HES hold($45 进的）卖了一半，
: 马上买了今年的衰油股，PWE, 明天是 ex-dividend date(6% dividend/year).
: 要进的话，今天是好时机。
: PWE 有油，气田。不会像 tech stocks， out of favor 一下没人要了。
: 油田，气田总会有人要的。PWE　现在股价是它的　book value 的一半。
: The stock should gain at least 50% to $12-$13 next year,
: may be over 100% if it can sell some of the assets at good
: price due to the gas price going up.

p*r2013-12-26 08:12

3 楼

HESS 能继续往上涨的最重要的因素是它要 Spin off its gas station business.
The company is forced by major share holders to sell some assets,
return some capital to share holders(stock buy back program and
raising dividend). The assets selling is pretty much done except
the gas station in the US.
PWE is in the same situation like HES 2 years back.
It will have to sell some assets due to the share holders pressure for
the poor stock performance in the last 2 years.
Overall, I feel HES upside is limited, may be $90-$100 when the news
of spinning off gas station is released. PWE will have more upside in
terms of percentage. $11-$13/share should be easy to reach if there
is a big deal of selling gas field.

【在 d**********1 的大作中提到】

: HESS是我们客户。
: 最近它的energy marketing policy有不少变动

d*12013-12-26 08:12

4 楼

我也估计明年PWE怎么着也能上12了。要不就太坑了，share holder就没信心了。

【在 p*********r 的大作中提到】

:
: HESS 能继续往上涨的最重要的因素是它要 Spin off its gas station business.
: The company is forced by major share holders to sell some assets,
: return some capital to share holders(stock buy back program and
: raising dividend). The assets selling is pretty much done except
: the gas station in the US.
: PWE is in the same situation like HES 2 years back.
: It will have to sell some assets due to the share holders pressure for
: the poor stock performance in the last 2 years.
: Overall, I feel HES upside is limited, may be $90-$100 when the news

p*o2013-12-26 08:12

5 楼

看到pwe，忍不住进来一下。

p*r2013-12-26 08:12

6 楼

希望如此吧。
今天我已经重仓 PWE 和 PAAS 了。

【在 d**********1 的大作中提到】

: 我也估计明年PWE怎么着也能上12了。要不就太坑了，share holder就没信心了。

m*a2013-12-26 08:12

7 楼

能给说明一下为啥pwe亏钱？
PWE natural gas多少，oil 占多少比例？
为啥搞natural gas CHK，搞 oil BP COP XOM都是赚钱的，他亏钱？
是他的管理一团糟，设备人工给关系户，然后随便给他们高价。
还是管理层给自己发几亿几十亿的bonus?
还是他的油井都是难开采的高成本的区？
如果natural gas 和oil下跌，先死就是PWE?

p*r2013-12-26 08:12

8 楼

我这两个重仓股（PWE 和 PAAS)开始涨了。
特别是 PWE 2013 年最后几天被 tax loss sale 压着，
使我一都犹豫要不要也 take loss.
我的均价是 $8.55左右。 12/31/2013 最低价是 $8.35. 因为我进了两万多股，
paper loss 有 $4-$5K. 最后想了想还是不 take loss 了。
好了今天已全回来了，而且还赚了 $0.14 的 dividend（我是 ex-dividend date 前一
天进的）.