u********e
发帖数: 4950 | 1 材料部 Basic Materials
金银铜铝钢铁及油气
http://finviz.com/screener.ashx?f=sec_basicmaterials&v=111
希望大家对以下四类进行不同分析:
(1) 贵金属和稀有金属： 金银等
(2) 工业／民用原材料： 铁，铝，铜，木等
(3) 能源： 油,煤等
(4) 粮食类： |
c******e
发帖数: 1581 | 2 近期 commodities 跌的多，与 global slowdown 有关。主要是中国压通胀。欧洲事情
即将暂时过去，中国放缓会被热炒。
同时，这给 Fed 更多余地。每天 FOMC 看看有啥东西。
【在 u********e 的大作中提到】
: 材料部 Basic Materials
: 金银铜铝钢铁及油气
: http://finviz.com/screener.ashx?f=sec_basicmaterials&v=111
: 希望大家对以下四类进行不同分析:
: (1) 贵金属和稀有金属： 金银等
: (2) 工业／民用原材料： 铁，铝，铜，木等
: (3) 能源： 油,煤等
: (4) 粮食类：
|
t******y
发帖数: 748 | 3 似乎天然气已经快到底部了。08年经济危机和日本核能出事后，由于它价格低，污染少
，它的消耗量越来越大。 天然气发电，液化气的生产越来速度越快。 |
M*P
发帖数: 6456 | 4 http://finviz.com/quote.ashx?t=SYMX&ty=c&ta=1&p=d&b=1
这个算锅底。最近经常轻微放量上涨，值得关注。
【在 u********e 的大作中提到】
: 材料部 Basic Materials
: 金银铜铝钢铁及油气
: http://finviz.com/screener.ashx?f=sec_basicmaterials&v=111
: 希望大家对以下四类进行不同分析:
: (1) 贵金属和稀有金属： 金银等
: (2) 工业／民用原材料： 铁，铝，铜，木等
: (3) 能源： 油,煤等
: (4) 粮食类：
|
L*********n
发帖数: 1225 | 5 今天加仓了一些 ATPG:
1. Insider purchase around $5.8 ~ $6.6, which might be the bottom price in
the near term;
2. New well tested and announced today which would add into production in
late 2012;
3. Production revenue is supposed to increase in 2012, although investors
might be still suspicious their execution;
4. Added into NASDAQ-500 and -400;
5. Liquidity might be an issue, which I would not worry too much considering
their hugh under sea oil reserve;
Personal thoughts: Risk is medium but the reward might be good.
Target price in 2012: $10 ~ $14
Disclaimer: Not a recommendation for buy/sell but for discussion and
learning purpose. Please do your own DD. Any comments would be appreciated. |
y*****l
发帖数: 5997 | 6 EXK
Endeavour Silver在Guanajuato矿场发现两处黄金与白银矿脉
Endeavour Silver在墨西哥Guanajuato矿场发现两处高品质黄金与白银矿脉
【在 u********e 的大作中提到】
: 材料部 Basic Materials
: 金银铜铝钢铁及油气
: http://finviz.com/screener.ashx?f=sec_basicmaterials&v=111
: 希望大家对以下四类进行不同分析:
: (1) 贵金属和稀有金属： 金银等
: (2) 工业／民用原材料： 铁，铝，铜，木等
: (3) 能源： 油,煤等
: (4) 粮食类：
|
u********e
发帖数: 4950 | 7 中国高铁,基建大幅度下马, 对铁之类的基建资源股需要谨慎 |
u********e
发帖数: 4950 | 8 2011-12-13 Material stocks joined the retail stocks to led the market down
big today, S&P Material Index dropped -1.77%, only a little bit better than
the worst sector of the day: "Consumer Discretional"
"AKS" was the biggest loser of the "XLB" stocks |
u********e
发帖数: 4950 | 9 2011-12-13 FOMC 没提到任何新的量化宽松政策， 继续OT，金银大跌
不过技术上，GLD 可能快到技术支撑，也许会有小幅反弹
【在 c******e 的大作中提到】
: 近期 commodities 跌的多，与 global slowdown 有关。主要是中国压通胀。欧洲事情
: 即将暂时过去，中国放缓会被热炒。
: 同时，这给 Fed 更多余地。每天 FOMC 看看有啥东西。
|
u********e
发帖数: 4950 | 10 2011-12-14 10:36am 受油价下跌影响, 能源类股票领跌
SP 500 ENERGY INDEX : -1.74% |
|
|
u********e
发帖数: 4950 | 11 2011-12-14
NEW YORK (AP) -- First Solar Inc. on Wednesday cut its earnings and revenue
estimates for 2011 due to weather delays and other unspecified issues with
some company projects.
The Tempe, Ariz. solar manufacturer said it expects to earn between $5.75
and $6 per share on revenue of $2.8 billion to $2.9 billion in 2011. That's
down from an already reduced estimate of earnings of $6.50 to $7.50 per
share on revenue of $3 billion to $3.3 billion.
-----------
"FSLR" droped down 20% in the middle day trading |
u********e
发帖数: 4950 | 12 2011-12-14
感觉BasicMaterial,Energy 的短期底部就要到了
DXY 已经涨到了阻力位,美元应该有技术性回调 |
K********g
发帖数: 9389 | |
u********e
发帖数: 4950 | 14 CENX 不错
AKS 感觉还是要快进快出, 中国基建减少,对钢铁长期不利,呵呵
【在 K********g 的大作中提到】
: 上CENX/AKS，死捂也能回来。
|
K********g
发帖数: 9389 | 15 美国钢铁现在越来越多的贸易保护了。
【在 u********e 的大作中提到】
: CENX 不错
: AKS 感觉还是要快进快出, 中国基建减少,对钢铁长期不利,呵呵
|
u********e
发帖数: 4950 | 16 能源: COG, BTU
材料: FCX, AA
目标: 5-10% :) |
u********e
发帖数: 4950 | 17 欧元跌破支撑,美元突破阻力, 技术上美元可能还会继续上扬
* 金银在技术支撑位,感觉可以抢反弹
*一般元材料类股可能会受打压
*石油类继续关注Iran 事件为佳
:)
【在 u********e 的大作中提到】
: 材料部 Basic Materials
: 金银铜铝钢铁及油气
: http://finviz.com/screener.ashx?f=sec_basicmaterials&v=111
: 希望大家对以下四类进行不同分析:
: (1) 贵金属和稀有金属： 金银等
: (2) 工业／民用原材料： 铁，铝，铜，木等
: (3) 能源： 油,煤等
: (4) 粮食类：
|
u********e
发帖数: 4950 | 18 Alcoa (AA) reported a fourth-quarter loss from continuing operations of $34
million, or 3 cents per share, in line with estimates, on $5.99 billion in
revenue that was better than Wall Street expected.
Including restructuring charges the company lost $193 million, or 18 cents
per share. The restructuring charges were largely the charges associated
with reducing smelting capacity, in response to weaker aluminum prices (down
27% from their 2011 peak) while the costs of the raw materials had been
rising. Last week, the company cut capacity by another 12%.
But the company sees global alumium demand to grow by 7% in the next year
and the CEO said he expectes China to be a key market going forward for the
aluminum maker. |
r******r
发帖数: 77 | 19 Follow AA for quite some time and load some colse to 10$/share. I feel
usually AA either drop after earnings or goes up after earnings. I think its
outlook is still pretty good and think it should be able to reach 11.00$/
share.
34
down
the
【在 u********e 的大作中提到】
: Alcoa (AA) reported a fourth-quarter loss from continuing operations of $34
: million, or 3 cents per share, in line with estimates, on $5.99 billion in
: revenue that was better than Wall Street expected.
: Including restructuring charges the company lost $193 million, or 18 cents
: per share. The restructuring charges were largely the charges associated
: with reducing smelting capacity, in response to weaker aluminum prices (down
: 27% from their 2011 peak) while the costs of the raw materials had been
: rising. Last week, the company cut capacity by another 12%.
: But the company sees global alumium demand to grow by 7% in the next year
: and the CEO said he expectes China to be a key market going forward for the
|
u********e
发帖数: 4950 | 20 铝现在全球范围内还是供大于求，如果不能长期持有的话，戒贪，呵呵
its
【在 r******r 的大作中提到】
: Follow AA for quite some time and load some colse to 10$/share. I feel
: usually AA either drop after earnings or goes up after earnings. I think its
: outlook is still pretty good and think it should be able to reach 11.00$/
: share.
:
: 34
: down
: the
|
|
|
u********e
发帖数: 4950 | 21 昨晚中国进口数据很不好，显示消费下滑，经济发展明显减缓
但市场预计中国政府会继续大量印钱保发展，原材料引领全球股市大涨。
【在 u********e 的大作中提到】
: 铝现在全球范围内还是供大于求，如果不能长期持有的话，戒贪，呵呵
:
: its
|
F*****k
发帖数: 471 | |
u********e
发帖数: 4950 | 23 2012-1-10
Bad news is bad news in the end.
Material and energy stocks experienced a pretty big sell off after gaping up
on the opening
It seems like that the Trend is still unclear at this moment |
m*******y
发帖数: 904 | 24 i think coals will have a leg up soon.
【在 F*****k 的大作中提到】
: 谁来说说煤？煤不好心里没底
|
u********e
发帖数: 4950 | 25 coal 确实有确立长期底部的迹象，感觉可以适当建长仓
【在 m*******y 的大作中提到】
: i think coals will have a leg up soon.
|
D******9
发帖数: 2665 | |
k*e
发帖数: 70 | |
k*e
发帖数: 70 | 28 我也在跟这个股。
【在 D******9 的大作中提到】
: BTU is a good one
|
u********e
发帖数: 4950 | 29 2012-1-11 原材料和能源两极分化
原材料领涨,能源在natural gas 价格猛跌的情况下领跌
natural gas 价格已经近乎跌到2009年以来的最低价,严重超跌,能源的大反弹可能即将
开始,呵呵 |
L*********n
发帖数: 1225 | 30 Natual gas price kept low due to too much inventory. Keep an eye on the
light, if it ever appears, in the tunnel. |
|
|
u********e
发帖数: 4950 | 31 Buy natural gas stocks.
In long run, the natural gas price should be positively correlated to oil
price
It is no way for natural gas price to stay at 10-year low while oil price
hovered around $100
The recent natural gas price dropped simply due to the short term spike of
the supplies caused by the warm weath in northern easten of U.S.
Good luck trading!
【在 L*********n 的大作中提到】
: Natual gas price kept low due to too much inventory. Keep an eye on the
: light, if it ever appears, in the tunnel.
|
K********g
发帖数: 9389 | 32 CENX加油
【在 K********g 的大作中提到】
: 上CENX/AKS，死捂也能回来。
|
L*********n
发帖数: 1225 | 33 This argument was heard for almost three years, unfortunately. The reality
is the price kept down. At some point there will be a bottom, The natural
gas can not be free anyway.
【在 u********e 的大作中提到】
: Buy natural gas stocks.
: In long run, the natural gas price should be positively correlated to oil
: price
: It is no way for natural gas price to stay at 10-year low while oil price
: hovered around $100
: The recent natural gas price dropped simply due to the short term spike of
: the supplies caused by the warm weath in northern easten of U.S.
: Good luck trading!
|
u********e
发帖数: 4950 | 34 Yeah, very tricky to guess the bottom
Anyway, I am in and hope for the rebound would come soon :)
【在 L*********n 的大作中提到】
: This argument was heard for almost three years, unfortunately. The reality
: is the price kept down. At some point there will be a bottom, The natural
: gas can not be free anyway.
|
k*e
发帖数: 70 | 35 我真是个地道的反指高手啊。以后我买啥你们就可以烧啥了
【在 k*e 的大作中提到】
: 大家觉得ANR和WY怎么样？
|
u********e
发帖数: 4950 | 36 2012-01-18
工业材料跟随大盘涨势喜人， 能源类也基本企稳，反弹在即
但黄金在低通胀与其下可能进一步下滑 |
u********e
发帖数: 4950 | 37 2012-1-23
* 在天然气强烈反弹的带动下, 石油煤炭全面飑升
根据当前的经济形势, 能源(尤其是天然气) 的反弹和上涨应该能持续一段, 不排除天
然气在减产和出口等预期下的short covering 强烈飙升
【在 u********e 的大作中提到】
: 材料部 Basic Materials
: 金银铜铝钢铁及油气
: http://finviz.com/screener.ashx?f=sec_basicmaterials&v=111
: 希望大家对以下四类进行不同分析:
: (1) 贵金属和稀有金属： 金银等
: (2) 工业／民用原材料： 铁，铝，铜，木等
: (3) 能源： 油,煤等
: (4) 粮食类：
|
