p*********r
发帖数: 4593 | 1 CVEO main business is providing oil field housing facilities.
It won't go up as much as some of small oil E&P because
overall oil production in the North America will be
less than, may be much less(than its peak time) next year,
may be forever. Those high cost shale oil companies
learned hard lesson from this year oil price collapsing.
Oil price itself will go back to $70-$80 sometime next year
or may be 2016. The ones(E&P) can survive will be able to
make at least $20/b from their production.
O... 阅读全帖 |
|
z****w
发帖数: 621 | 2 对冲基金经历2011年来最大损失
Misery Widespread at Hedge Funds
Market Turmoil Inflicts Losses in Industry’s Worst Period Since 2011
This month’s turmoil in financial markets has been a “bloodbath” for
hedge funds, inflicting large losses at an array of multibillion-dollar
firms in the industry’s worst stretch since late 2011.
It isn’t unusual for one segment of the $2.8 trillion hedge-fund world to
find itself caught in a downdraft. But in October, the pain has been
widespread.
There were casualties among fu... 阅读全帖 |
|
s*****i
发帖数: 1781 | 3 今天看到CVEO怎么跌成这个样子？
油价一旦反转是不是也会很猛？ |
|
s****0
发帖数: 894 | 4 David Einhorn Buys 10% of Civeo Corp, purchased 4,504,529 additional shares
reflecting a 73.2% increase from the 6,154,400 average |
|
|
|
|
|
l****e
发帖数: 276 | 9 请教高人，Cveo 咋样？
[在 hitmantb (hitmantb) 的大作中提到：]
：上个图吧，假设今年像09年那样反弹。 |
|
l****n
发帖数: 711 | 10 David Einhorn华尔街大佬, greenlight capital的创始人, 号称华尔街最接近巴神的
人，deep value investor.
这人有个特点，喜欢买问题公司，而且是大买，动不动就占10%, 20%股份那种
哥以前以为他是个人物，跟了几个他极其看好的重仓pick，比如cveo和conn，以为都腰
斩几次了应该涨了吧，很可惜，还能继续再腰斩！
哥拿他的股发现动不动就上finviz首页的top losers！
一个月前他高调做空amazon，哥决定这次对着干！今天er果然上暴！
发现规律了吧！
查查这人的holding，对着干保证挣钱！ |
|
l******8
发帖数: 159 | 11 後市買啥？看基金機構們Q4都在買賣的股票（新鮮出爐）
Posted: 2/17/2015 2:42:16 AM
截止上周五，各大基金機構已經基本完成了向SEC提交13F文件，該文件披露了基金機構
每個季度的持倉變動情況。本網記者從Briefing上獲得了多家著名基金機構2014年Q4的
持倉變動的信息，下面我們將為大家一一呈現，發掘基金機構的投資方向及趨勢，為後
市投資提供參考。
【Relational Investors】
減持：(SPW)從630萬股減持至430萬股。
平倉：惠普(HPQ)賣出2700萬股平倉。
【Third Point】
新建倉：(CIE)（3200萬股），花旗(C)（2500萬股），(EMC)（700萬股） (GRBK)（520
萬股）(HTZ)（430萬股） (DAL)（390萬股）
增持：(AMGN)（從130萬股增持至1070萬股） (EBAY)（從450萬股增持只1000萬股） (
SUNE)（從600萬股增持至1130萬股） (BABA)（從720萬股增持至1000萬股）
減持：(APC)（從200萬股減持至100萬股）
平倉：(KO)（全部出售430... 阅读全帖 |
|
w**k
发帖数: 6722 | 12 AGNC AI AINV ALDW AMID AMTG ANH APO ARCP ARI ARP ARR
ATLS BBDO BBEP BDCL BPT CELP CET CFP CG CGA CH CHKR
CHMI CIG CIM CLMT CMLP CMO CTCM CVEO CYS DHY DOM DX
EARN EC ECT EFC EMES EROC ETJ EVEP FSAM FSC FULL
FXCM GLDI GNI GOF HCAP HIHO HLSS HTS IGD IID INTX IST
IVR IXP JMI JPEP KCAP LEJU LGCY LINE LNCO LRE MCC
MEMP MFA MITT MLPL MORT MRCY MSB MTG... 阅读全帖 |
|
|
|
m****r
发帖数: 5435 | 15
hopefully ar. I have a small position on this one. |
|
b****y
发帖数: 480 | 16 waiting for the likely Keystone pipeline project contract, LNG Canada
project announcement to ripe the profit. Maybe not, who knows :-) |
|
