l***n
发帖数: 812 | 1 http://seekingalpha.com/article/251057-bullish-on-western-refin
写得很动听，大概这就是2011年以来WNR天天创52-week新高的原因。我一直没有注意到
Shale Oil对Domestic Refineries的影响。
不过，个人观点，最近的价格动向是由市场的短期因素造成的，不排除回调可能。2月
以来，交易量翻倍，大机构在建仓。
本人长期持有WNR股票。 |
a****b
发帖数: 3588 | 2 ORZ
【在 l***n 的大作中提到】
: http://seekingalpha.com/article/251057-bullish-on-western-refin
: 写得很动听，大概这就是2011年以来WNR天天创52-week新高的原因。我一直没有注意到
: Shale Oil对Domestic Refineries的影响。
: 不过，个人观点，最近的价格动向是由市场的短期因素造成的，不排除回调可能。2月
: 以来，交易量翻倍，大机构在建仓。
: 本人长期持有WNR股票。
|
g********4
发帖数: 4959 | 3 陆灿对mbi有没研究？你是怎样筛选股票并仔细研究的。比如你是怎么发现wnr的，为什
么也看垃圾drys啦，等等。请谈谈这些，好吗？ |
l***n
发帖数: 812 | 4 I think over and over again and realize I am just very lucky. I don't want
to sugarcoat myself.
made few good decisions and bad too.
as to drys, 1.5 years WNR is ignored by a lot of investors as well. hence
the low price. it had a lot of problems: BRIC was driving oil price up and
up while domestic demand was soft. Refineries was hopeless. WNR is one of
them, one with high leverage. a lot of debt and they had to issue new stocks
at $9 to avoid more trouble.
I was betting on industry turnaround and I picked a small cap to get more
upward potential.
I guess I just had better luck on WNR than on our lottery over WeiBi.
【在 g********4 的大作中提到】
: 陆灿对mbi有没研究？你是怎样筛选股票并仔细研究的。比如你是怎么发现wnr的，为什
: 么也看垃圾drys啦，等等。请谈谈这些，好吗？
|
