p*********r
发帖数: 4593 | 1
至少 上$10,才会卖些 call. 不然 hold, 拿 6% 的红利也挺好的。
It's still cheap, PB is only around 0.5. That's why its board chairman just
bought another 50K shares at the end of last month.
Large part of PWE book value is actually land assets with oil/NG reserve.
Usually the price for this type of assets goes up when time goes by, goes up
a lot when surrounding and transportation infrastructure improving.
The only risk for this type of assets is oil/NG price and natural disaster,
which could affect all oil/NG comp... 阅读全帖 |
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p*********r
发帖数: 4593 | 2 PWE 3rd time trading above $9.
Let's see if it can close above $9. |
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m**x
发帖数: 1084 | 3 pwe自己网站上的tax info.
Dividends paid to shareholders who hold Penn West shares in taxable U.S.
accounts are subject to Canadian withholding tax at a rate of 25%. This rate
is reduced to 15% under the Canada-U.S. Tax Treaty. To be eligible for the
reduced withholding rate under the tax treaty, Canada Revenue Agency (“CRA
”) now requires certain information be provided by the dividend recipient
for any payments made after December 31, 2012. |
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p*********r
发帖数: 4593 | 4
Wow! 你是大户。 这$2500 可以吃差不多一年的中饭了。
我的 Fidelity account（401K) 还没有收到DRIP的股票。 Scottrade 也没收到红利。
我的 TDAmeritrade account 收到红利了（我没加入DRIP).
今天PWE 又更上一层了，看来是站稳$9了。 First Q earning will be good because
oil/NG price is higher than last Q, and Canadian currency is lower than last
Q too. |
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m**x
发帖数: 1084 | 5 pwe的分红可是真是不高。
而且也不怎么增长，为什么看好它呢？ |
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p*********r
发帖数: 4593 | 6 PWE is still traded at PB < 60%, still has a lot of room to go up.
NG price going up, which mean the price for its assets is going up, so book
value will go up too. |
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a*****1
发帖数: 3134 | 7 康男怎么一点都不幽默？这也太认真了。你真是这么认真我给你道歉。
寄信人:BullishSolar(康南)
标题:Re:听康男的一句话，不再追高PWE
发信站:未名空间(WedApr3016:52:492014)
那么，每天有几千个股票，你错过了都可以怪我？
这个网站虽然是个虚拟空间，不要让我认为现实中你很可悲。让我们中国人都昂首挺胸
，自知自信客观公平。
大家只是灌水而已。 |
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p*********r
发帖数: 4593 | 10 自三月以来，很明显的，大的基金在 rotate money from overvalued growth stocks
to value stocks. 最明显的信号是 FB 的 earning.
现在这些 overvalued 的股票是好的季报，还要跌1-2%, 差的季报就打下 20% 以上。
在这个时候还要把 value stock PWE, 换成 overvalued TSLA,
我只能说涉世太浅，不知华尔街的险恶。 |
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p*********r
发帖数: 4593 | 12
你的timging 太好了， 不过 $8.8 这里是个 support. 我又加仓了。
PWE 一路从 $7 涨上来，没有像样的调整，这次总算来了。 |
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p*********r
发帖数: 4593 | 13
我是加了，看上去是很键康的 pull back.
只要 oil an NG price stays this level, PWE is continue on its up trend. |
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x***n
发帖数: 2658 | 14 跟上个月比，目前进PWE的不宜。不少科技股的价值已经跌出来，石油也逆向涨了不少
。板块的轮动要望前挪了 |
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p*********r
发帖数: 4593 | 15
PWE 一天就完成 correction. $8.8 is a big support here. |
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p*********r
发帖数: 7944 | 16 碰巧。
我是觉得PWE不符合我把股票当成options的理念，TSLA倒有这个潜力。 |
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p*********r
发帖数: 4593 | 17
Actually one day a few weeks back, it went to $8.8.
I added at $8.82, just for the sake of 5.5% dividend.
CEO has been saying multiple time that it will keep the dividend.
Anyhow, his promise also depends on the oil and NG price.
As long as oil and NG stays at current range. PWE should have no problem to
turn around to be a net profitable company. |
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p*********r
发帖数: 4593 | 19 今天 PWE 跌的很凶啊， 应该这里是个 support(around $9.5),后天是 ex-div date.
明天是最后的机会如果要拿这个季度的红利 |
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p*********r
发帖数: 4593 | 20 What's the reason that some big guys sold shares right
before ex-div date ? Do they try to get DRIP shares at
lower price or what(basically get more shares as dividend) ?
The strange thing, today is the ex-div date, why it's going up ?
Does that mean PWE purchase shares from the open market
for the DRIP shares ? This is something that I do not understand.
or do they try to shake out weak hands to scare them that
the big drop would happen after ex-div date ? |
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a*****1
发帖数: 3134 | 23 有人经常买太多的便宜货，结果钱花光了，家里堆太多垃圾，破产了。
好多人买便宜的股票，结果全是垃圾，也破产了。
我们拼命在买PWE是因为他便宜，但愿它最后不是垃圾。 |
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a*****1
发帖数: 3134 | 24 我跟playforever把PWE当老婆养，长期拥有。
你小子把它当小三，时不时便宜了就操一下，涨了就溜，这也太爽了。 |
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p*********r
发帖数: 4593 | 25 I was quite surprised to see it was traded below $9 today.
Yes, oil is going down from $107 to $100, NG is going down
to $4.1 from $4.7. This may affect oil/NG companies,
but should not be a lot.
The only possible reasons that I guess.
* Its assets sale didn't happen. Some funds are not happy.
* Option expiration date this Friday(PWE does not have
a lot of open interest, I am not sure about the PWT, which
is Canada symbol).
* Funds shake out weak hands using the oil/NG price going
down as ... 阅读全帖 |
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p*********r
发帖数: 4593 | 26 PWE keeps going down due the oil price.
Oil price is traded below $100.
NG price seems to be find support at around $4.1. |
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a*****1
发帖数: 3134 | 27 前几天对能源感觉不好，终于把CHK全出了，想着PWE有红利，贪了点，想不到从+15%到
-10%。得吸取教训，该扔时不能心慈手软。 |
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f******e
发帖数: 938 | 30 今天所有能源都的厉害pwe不算最差
，能源最近都处于调整期 |
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x***n
发帖数: 2658 | 31 SA Breaking News Team <[email protected]
(function(){try{var s,a,i,j,r,c,l,b=document.getElementsByTagName("script");l=b[b.length-1].previousSibling;a=l.getAttribute('data-cfemail');if(a){s='';r=parseInt(a.substr(0,2),16);for(j=2;a.length-j;j+=2){c=parseInt(a.substr(j,2),16)^r;s+=String.fromCharCode(c);}s=document.createTextNode(s);l.parentNode.replaceChild(s,l);}}catch(e){}})();
/* ]]> */
>
5:31 PM (9 hours ago)
to me
Notable earnings before Thursday’s open • 5:30 PM
Jignesh Mehta, SA New... 阅读全帖 |
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p*********r
发帖数: 4593 | 32
我也收到 这个 email, 但查了 yahoo, 没看到，就以为这个 email 还是按旧的
schedule 出的。
总体来说 PWE new management is still good in terms of execution.
It did quite a lot of cost reduction. |
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a*****1
发帖数: 3134 | 33 发信人: able101 (able101), 信区: Stock
标 题: Re: 均价8块的2000股PWE怎么办？
发信站: BBS 未名空间站 (Thu Oct 9 09:06:06 2014, 美东)
大牛都不割肉的吗？
我在5.75 开割，-10%.
我每次一割就涨，很灵的。 |
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a*****1
发帖数: 3134 | 34 It does not have to be as dramatic as natural gas, But how about only half
the swing?
My assumption of 60 is based upon 40% drop from the top, while NG did
dropped more than 80% from the top. Right now at 86, we are still at the top
of the range. Remember oil price as recent as 2008 was in the 30s.
I agree that reasonable oil price need to be around 80 to be balance. But it
always take some dramatic move before settle down. Right now the natural
gas is almost balanced, but that was after the lon... 阅读全帖 |
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a*****1
发帖数: 3134 | 35 Most of the small E&P companies are fully hedged this year, about 2/3 hedged
for 2015 and about 25% hedged for 2016. Examples are CHK, PGH and SD.
The fact that they all dropped the similar percentage as PWE suggesting that
hedging is not a fact here. That means market foresees the drop will go
beyond 2016 or the price will drop through the floor of three way collar. In
the later case, most of the floors were set around 70-75 dollar.
Either way it will be bloody. Back in 2008 the price dropped f... 阅读全帖 |
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a*****1
发帖数: 3134 | 36 Even though the oil is still dropping, people clearly see the floor of
around 75 and 80, while all the oil companies were priced as if the oil was
going down to 60.
Specific for SD is because they are
1) more weighted to NG,
2) very well hedged for 2014 (95%), 2015 (65%) and 2016 (20%).
3) asset was sold early on and is in much better cash position.
Looks like SD will survive this storm while PWE is still in question,
especially if asset sale does not happen soon. |
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a*****1
发帖数: 3134 | 37 Best trade, still works.
再次重申，大牛们需要割PWE了， |
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a*****1
发帖数: 3134 | 38 I can only pray to GOD.
Again Buy SD, short PWE, net exposure 0. |
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r*m
发帖数: 16380 | 39 there's no such thing as net exposure=0.
shit happens. PWE could shoot up while SD crash down.
you think you know something, actually you don't. neither do I. |
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a*****1
发帖数: 3134 | 40 Book value does not mean much as you can tell from PWE story. Stock price
usually goes ahead of book value.
During the financial crisis, all it took was a couple of days for the banks
going bankrupt as liquidity drys up due to 30:1 leverage (maybe 10:1
nowadays). Book value does not mean much as liquidity drys up extreme
leverage. |
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a*****1
发帖数: 3134 | 41 发信人: able101 (able101), 信区: Stock
标 题: Re: 均价8块的2000股PWE怎么办？
发信站: BBS 未名空间站 (Thu Oct 9 09:06:06 2014, 美东)
大牛都不割肉的吗？
我在5.75 开割，-10%.
我每次一割就涨，很灵的。 |
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a*****1
发帖数: 3134 | 42 It does not have to be as dramatic as natural gas, But how about only half
the swing?
My assumption of 60 is based upon 40% drop from the top, while NG did
dropped more than 80% from the top. Right now at 86, we are still at the top
of the range. Remember oil price as recent as 2008 was in the 30s.
I agree that reasonable oil price need to be around 80 to be balance. But it
always take some dramatic move before settle down. Right now the natural
gas is almost balanced, but that was after the lon... 阅读全帖 |
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a*****1
发帖数: 3134 | 43 Most of the small E&P companies are fully hedged this year, about 2/3 hedged
for 2015 and about 25% hedged for 2016. Examples are CHK, PGH and SD.
The fact that they all dropped the similar percentage as PWE suggesting that
hedging is not a fact here. That means market foresees the drop will go
beyond 2016 or the price will drop through the floor of three way collar. In
the later case, most of the floors were set around 70-75 dollar.
Either way it will be bloody. Back in 2008 the price dropped f... 阅读全帖 |
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a*****1
发帖数: 3134 | 44 Even though the oil is still dropping, people clearly see the floor of
around 75 and 80, while all the oil companies were priced as if the oil was
going down to 60.
Specific for SD is because they are
1) more weighted to NG,
2) very well hedged for 2014 (95%), 2015 (65%) and 2016 (20%).
3) asset was sold early on and is in much better cash position.
Looks like SD will survive this storm while PWE is still in question,
especially if asset sale does not happen soon. |
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a*****1
发帖数: 3134 | 45 Best trade, still works.
再次重申，大牛们需要割PWE了， |
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a*****1
发帖数: 3134 | 46 I can only pray to GOD.
Again Buy SD, short PWE, net exposure 0. |
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r*m
发帖数: 16380 | 47 there's no such thing as net exposure=0.
shit happens. PWE could shoot up while SD crash down.
you think you know something, actually you don't. neither do I. |
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a*****1
发帖数: 3134 | 48 Book value does not mean much as you can tell from PWE story. Stock price
usually goes ahead of book value.
During the financial crisis, all it took was a couple of days for the banks
going bankrupt as liquidity drys up due to 30:1 leverage (maybe 10:1
nowadays). Book value does not mean much as liquidity drys up extreme
leverage. |
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p*******o
发帖数: 1464 | 49 我跟。10年时候的老相好了。我倒没有多看好，跌这么低可能情况很糟吧。只是觉得现
在的情况让我想起08年底，大家觉得能源保险，就买能源分红股，结果09年3月就血跌
，当时死捂一个好像叫hte的，从7块直到它10块被收购。现在我就赌pwe最差被收购了。 |
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p*********r
发帖数: 4593 | 50 If oil goes to $70, I guess PWE will be around $3.50.
I may consider buying some back at this price range
or wait until see the oil price firm up.
Looks like Saudi really wanted to stop US shale oil industry
by cutting oil price here and there. The shale oil wells will be
dry out after 18-24 months. So, the US shale oil production
may start going down after another year even if no
more new investment going to the shale oil industry. |
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