l***n
发帖数: 812 | 1 My 2 cents:
WNR accumulated a lot of cash thanks to the profitable spreads.
It has been reducing debts while returning values to investors. These are
all very helpful to its valuation especially in deleveraging macro env.
The risks are:
Volatile spreads will be translated to volatile prices. Hence, some
divergence on target prices, which are 25-30 a pop right now. So it doesn't
quite surprise me much people take some profits around $25.
But the positive momentum is still in play as long as spreads stay around 30
.
Btw, people generally think WNR as a growth or growthier play as it is not
cheap any more based on TTM.
Disclaimer: I hold WNR. |
C*G
发帖数: 7495 | 2 恭喜陆大牛大婚哈！！！
btw，我老得两分钱，钻石克拉级人工技术很发达了，阿冈的几个永久职位科学家都辞
职后发横财了。
hiahia
polish
【在 l***n 的大作中提到】
: My 2 cents:
: WNR accumulated a lot of cash thanks to the profitable spreads.
: It has been reducing debts while returning values to investors. These are
: all very helpful to its valuation especially in deleveraging macro env.
: The risks are:
: Volatile spreads will be translated to volatile prices. Hence, some
: divergence on target prices, which are 25-30 a pop right now. So it doesn't
: quite surprise me much people take some profits around $25.
: But the positive momentum is still in play as long as spreads stay around 30
: .
|
h*****8
发帖数: 4754 | 3 谢谢灿哥！
t
30
【在 l***n 的大作中提到】
: My 2 cents:
: WNR accumulated a lot of cash thanks to the profitable spreads.
: It has been reducing debts while returning values to investors. These are
: all very helpful to its valuation especially in deleveraging macro env.
: The risks are:
: Volatile spreads will be translated to volatile prices. Hence, some
: divergence on target prices, which are 25-30 a pop right now. So it doesn't
: quite surprise me much people take some profits around $25.
: But the positive momentum is still in play as long as spreads stay around 30
: .
|
l***n
发帖数: 812 | 4 just engaged but thanks lol.
you have to admire people's skill to collect all kinds of info on internet.
well, as to the ring, I took it as a gesture of a very serious commitment I
am going to put in. So an artificial diamond may undermine my original
intention. lol
【在 C*G 的大作中提到】
: 恭喜陆大牛大婚哈！！！
: btw，我老得两分钱，钻石克拉级人工技术很发达了，阿冈的几个永久职位科学家都辞
: 职后发横财了。
: hiahia
:
: polish
|
h*****8
发帖数: 4754 | 5 估计得千把股WNR！
I
【在 l***n 的大作中提到】
: just engaged but thanks lol.
: you have to admire people's skill to collect all kinds of info on internet.
: well, as to the ring, I took it as a gesture of a very serious commitment I
: am going to put in. So an artificial diamond may undermine my original
: intention. lol
|
h*****8
发帖数: 4754 | 6 文科男就是百晓生啊。
赞一个，顺便甩个PICK吧？
【在 C*G 的大作中提到】
: 恭喜陆大牛大婚哈！！！
: btw，我老得两分钱，钻石克拉级人工技术很发达了，阿冈的几个永久职位科学家都辞
: 职后发横财了。
: hiahia
:
: polish
|
k********8
发帖数: 7948 | 7 陆灿大牛好啊！
是我最先挖到你买钻石结婚的资料的哈哈！
恭喜恭喜啊！！！
I
【在 l***n 的大作中提到】
: just engaged but thanks lol.
: you have to admire people's skill to collect all kinds of info on internet.
: well, as to the ring, I took it as a gesture of a very serious commitment I
: am going to put in. So an artificial diamond may undermine my original
: intention. lol
|
l***n
发帖数: 812 | 8 呵呵，大牛不敢当了。我也没买过啥
哈哈，原来是你比较八卦
【在 k********8 的大作中提到】
: 陆灿大牛好啊！
: 是我最先挖到你买钻石结婚的资料的哈哈！
: 恭喜恭喜啊！！！
:
: I
|
l***n
发帖数: 812 | 9 lol不客气，朋友还都是这么叫我
【在 h*****8 的大作中提到】
: 谢谢灿哥！
:
: t
: 30
|
