m*****u
发帖数: 5534 | | k**********4
发帖数: 16092 | 2 why? it is good thing , i have 10000 shares.:) hahahahaha...
【在 m*****u 的大作中提到】
: 唉……
: 咋办呢？
| u********e
发帖数: 4950 | | k********8
发帖数: 7948 | 4 老虎机终于吐了点分勾引赌客了
【在 m*****u 的大作中提到】
: 唉……
: 咋办呢？
| p********e
发帖数: 1960 | 5 UNG ... speechless
【在 m*****u 的大作中提到】
: 唉……
: 咋办呢？
| w*j
发帖数: 6104 | 6 SHORT啊。UNG 是唯一一个SHORT了之后可以安心睡觉的。这个冬天已经过完了，现在外
面可以不穿衣服。
【在 m*****u 的大作中提到】
: 唉……
: 咋办呢？
| c*****e
发帖数: 1106 | 7 I posted this in another thread, I think people can check out Natural Gas
related equities instead of UNG, e.g. NG producers, or to play the other
side, NG storage stocks, or the consolidators/vultures, e.g. those with
strong balance sheet to make accreditive deals.
I like ECA here, a 4.3% dividend, and 60% of planned production hedged at $5
+ in 2012. I will get paid to wait; but of course, the price slump may last
much longer and dividend may not be safe. | b*****n
发帖数: 2478 | 8 我也担心中短期的price slump。天然气现在是供大于求，虽然天然气公司有减产天然
气，更积极地参与石油开发的动作，但是短期内大的趋势应该很难改变。不过，天然气
现在已经很便宜了，虽然大的趋势可能还要下行，我开始逐步把35％的401K放到NG，算
是长期投资吧
$5
last
【在 c*****e 的大作中提到】
: I posted this in another thread, I think people can check out Natural Gas
: related equities instead of UNG, e.g. NG producers, or to play the other
: side, NG storage stocks, or the consolidators/vultures, e.g. those with
: strong balance sheet to make accreditive deals.
: I like ECA here, a 4.3% dividend, and 60% of planned production hedged at $5
: + in 2012. I will get paid to wait; but of course, the price slump may last
: much longer and dividend may not be safe.
| w*j
发帖数: 6104 | 9 天然气如果远期的期货也到２元多，ECA就完了，肯定亏损，这个风险极大。 ECA 应该
也是SHORT的对象，唯一的风险是被收购。
$5
last
【在 c*****e 的大作中提到】
: I posted this in another thread, I think people can check out Natural Gas
: related equities instead of UNG, e.g. NG producers, or to play the other
: side, NG storage stocks, or the consolidators/vultures, e.g. those with
: strong balance sheet to make accreditive deals.
: I like ECA here, a 4.3% dividend, and 60% of planned production hedged at $5
: + in 2012. I will get paid to wait; but of course, the price slump may last
: much longer and dividend may not be safe.
| b*****n
发帖数: 2478 | 10 that's true. 所以这些公司一定要减产，转化风险
【在 w*j 的大作中提到】
: 天然气如果远期的期货也到２元多，ECA就完了，肯定亏损，这个风险极大。 ECA 应该
: 也是SHORT的对象，唯一的风险是被收购。
:
: $5
: last
| S*******s
发帖数: 13043 | 11 y. great change to short. | c*****e
发帖数: 1106 | 12 I am also hoping for an US energy policy more leaning towards NG.
It seems just obvious given that this country is so dependent on foreign oil
but has plenty of NG. Yet, US govt doesn't actively promote NG in
transportation, etc, but gives out vast amount of incentives on ethanol
production. What a food to fuel fallacy. | c*****e
发帖数: 1106 | 13 天然气的价格确实很难说，但为什么要SHORT ECA呢。
ECA可以撑住一阵，SHORT ECA不是要一边等一边付DIVIDENDS吗？
【在 w*j 的大作中提到】
: 天然气如果远期的期货也到２元多，ECA就完了，肯定亏损，这个风险极大。 ECA 应该
: 也是SHORT的对象，唯一的风险是被收购。
:
: $5
: last
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