Sep 25th, 2020, 18:33 | #1 |
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Sep 25th, 2020, 22:08 | #2 |
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Sep 25th, 2020, 22:13 | #3 |
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Sep 25th, 2020, 23:05 | #4 |
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Sep 26th, 2020, 00:18 | #5 |
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A 股市值打新, 卖些分红3-5%的蓝筹股,抽抽奖, 不香吗?家里人一个账号运气好, 今年中了5-6只新股, 10几万到手。 当然现在注册制后,不一定就有赚。 美股我还有FB, BABA。最恨的是今年疫情来后, 清仓了200多刀成本的重仓股特斯拉,大幅减仓FB。 肠子都悔青了。 Don't time the market 教训太深刻。 要是我三月份犯点事被抓起来现在放出来, 还用上什么班。
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Sep 26th, 2020, 01:18 | #6 |
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Sep 26th, 2020, 14:40 | #7 |
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Sep 27th, 2020, 00:28 | #8 |
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Sep 27th, 2020, 23:32 | #9 |
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Sep 29th, 2020, 01:58 | #10 |
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现在市场上钱多, 对科技股IPO给很高的估值, 好多公司都赶着出来上市。 是不是要见顶的意思。当然多久见顶谁也预测不了。 说不定要等新冠疫情结束,政府补贴停了为止。 禁止驱逐租客,允许房贷拖到年底。到时候不知道放贷的,靠出租的公司能不能承受的住。
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Nov 27th, 2020, 17:42 | #11 |
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PLTR Price/Sales (ttm) 41.13. 还不是 PE。 成立了17年了, 以前为何没有现在大家期望的增长。 FB 的逻辑是人们上网时间越来越长,从电视,报纸里分广告业的蛋糕。 PLTR 主要客户是政府,大公司。预算增长有这么快吗?美联储狂印钞, 资金无处可去, 涌向股市,房市。美股已经完全靠涨PE而不是EPS了。 玩击鼓传花,小心不要砸在自己手里。
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Dec 5th, 2020, 22:00 | #12 |
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Dec 6th, 2020, 01:40 | #13 |
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Feb 20th, 2021, 15:07 | #17 |
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最近重仓了SUNCOR森科能源(SU) 懂石油的帮忙提提看看我的逻辑有没有错的地方。 理由: 1. 现在油价WTI原油价格在每桶近60美元,跟2020年初差不多。2020 年初森科股价高点33.17美元, 现在19美元. 森科能源属于为数不多的还接近腰斩的股票。可能是因为下游部门包括炼油厂和加油站因疫情遭遇了沉重的打击。 2. 美国新政府停止联邦土地上新批采油气许可,会影响本土10%产量。页岩油开采也会有压力。 森科能源财报会议重申即使油价上涨也不会增加投资来提高产量。 看来这是非OPEC国家石油公司在碳排放压力下的趋势。最近看到新闻壳牌石油 说自己石油产量2019已经达到顶峰, 以后不再增产,接下来3个10年产量会慢慢下降, 慢慢达到碳中和。 疫情严重影响石油新增开采投资。 新增产量恐不及需求。 美联储大幅放水,石油产量没有大幅新增,疫情后经济复苏,生活恢复,旅游反弹下,预期石油价格还会上涨。石油商品牛市呼之欲出。 黄金石油价格比还在历史高位附近。 3. 森科日产80万桶,50万桶左右自己炼油厂消化。 通往美国管道建设面临重重阻力对森科影响不大。SUNCOR是垂直一体化企业, 油价低有炼油仓和下游帮助弥补损失。 4.森科计划在2021年用产生的现金流2/3偿还债务,1/3回购股票. 因股价低迷, 更青睐于回购而不是增加分红。 5. 巴菲特持仓股。 最近有减持。 6. 富达国际Fidelity International Ltd 2月8号公告新进5.2% 仓位。 另外脑洞大开一下, 美国新政府停止支持沙特武器弹药来打击也门胡塞武装(待审批)。也门胡塞武装可能会卷土重来, 像前几年一样把沙特石油设施给炸了 。 风险:新冠疫苗因为病毒变种不达预期, 今夏主要西方国家生活没有恢复如常。美国和伊朗达成核协议,取消制裁, 伊朗增加石油出口每日200万桶。 |
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Feb 20th, 2021, 18:37 | #18 | |
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引用:
魁北克,安省的炼油厂供油。炼油厂盈利能力是不会因为用自己的油提高,但通常一体化企业在油价低时可以通过炼油厂来保业绩底。 当然在疫情下反而是双杀。所以SUNCOR股价表现比 CNQ,CVE都差。 Menno Hulshof -- CIBC World Markets -- Analyst OK. Thanks, Mark. And just to quickly just -- I guess the follow-up question would be related to market access. Are you seeing any notable developments on Line 5 at the moment? And how confident are you that on streaming of Line 3 replacement is still a year-end event? Mark Little -- President and Chief Executive Officer Well, it's interesting on Line 3. I mean, clearly, just in the last couple of weeks, more permits have been issued, and it's moving ahead. So I think that our confidence in that continues to increase. And we feel really good about that. Whether it happens exactly at year-end or not, I don't think it's all that relevant. But we think it's on track for around that time frame. With Line 5, we believe shutdown is a very low probability event. The pipeline are very safe in that system, and it serves many consumers, both in Central Canada, Québec, and Ontario, as well as Michigan and Ohio. So we think it's very important to those economies. Enbridge Mainline and their focus on that -- we use that to get product into Ontario and such. But one of the things we have is we have this Portland pipeline, which we now own exclusively that allows us to bring waterborne crudes into Montreal. So if it turns out that we had a risk, we think we're better positioned than anybody in this market to keep our refineries moving forward and get crude to them. Either through waterborne crudes coming into Montreal or using what pipeline capacity we have without Line 5 getting into Ontario. So we think we're much stronger positioned than anybody else in that market. And as a result of that, if they constrain the market, we think that we'll get more than enough from the market to be able to pay for any efficiency or squeeze that you get on the crude side going into the refineries. So we feel that we have a very good risk management position there, even though we see it as a very low-probability event. |
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Feb 20th, 2021, 18:45 | #19 |
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Feb 20th, 2021, 21:22 | #20 | |
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引用:
During the fourth quarter of 2020, Suncor’s total upstream production was 769,200 barrels of oil equivalent per day (boe/d) compared to 778,200 boe/d in the prior year quarter. The company’s synthetic crude oil (SCO) production increased to 514,300 barrels per day (bbls/d) in the fourth quarter of 2020 from 456,300 bbls/d in the fourth quarter of 2019, marking the second best quarter of SCO production in the company’s history. Together, the Syncrude and Oil Sands operations upgraders achieved combined upgrader utilization of 95% in the fourth quarter of 2020, compared to 83% in the prior year quarter, due to strong reliability at Syncrude and Oil Sands Base ramping up to full operating rates following the completion of maintenance early in the quarter. |
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