f******e 发帖数: 198 | |
s********n 发帖数: 1962 | 2 巴菲特说过,投资新兴产业公司不是一个好的选择。
新兴产业本身也许前途无量,但是早期的公司基本上 95% 都被淘汰。
【在 f******e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 俺指的是股票市场。有牛人推荐吗?谢谢!
|
f******e 发帖数: 198 | 3 这倒也是,投资新兴产业貌似应该是风投研究的问题
那或者,目前的产业里面,较有前途的投资选择呢?
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 巴菲特说过,投资新兴产业公司不是一个好的选择。 : 新兴产业本身也许前途无量,但是早期的公司基本上 95% 都被淘汰。
|
s********n 发帖数: 1962 | 4 天然气管道和运输
【在 f******e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这倒也是,投资新兴产业貌似应该是风投研究的问题 : 那或者,目前的产业里面,较有前途的投资选择呢?
|
n******n 发帖数: 12088 | 5 pick?
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 天然气管道和运输
|
q********e 发帖数: 161 | 6 Stockdemon LaoDa,
How do you like 天然气? I feel it is close to bottom soon, even thought may
not bottom yet. I am talking about long term, 3 years and beyond.
Many thanks,
-quick
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 天然气管道和运输
|
s********n 发帖数: 1962 | 7 Natural gas as an energy has a bright future in the sense that it will get
cheaper and cheaper ... :)
But I am serious -- don't touch natural gas. Price may fluctuate as always
but fundamentally there is no upside. Just forget it. Any commodity is
better than natural gas, which is probably the only thing that has potential
supply way over demand.
may
【在 q********e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Stockdemon LaoDa, : How do you like 天然气? I feel it is close to bottom soon, even thought may : not bottom yet. I am talking about long term, 3 years and beyond. : Many thanks, : -quick
|
f******e 发帖数: 198 | 8 大家觉得矿产资源公司怎么样?像几大铁矿石公司
天然气越来越便宜为什么还会前途光明?不懂啊,便宜不是没有利润了吗?
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Natural gas as an energy has a bright future in the sense that it will get : cheaper and cheaper ... :) : But I am serious -- don't touch natural gas. Price may fluctuate as always : but fundamentally there is no upside. Just forget it. Any commodity is : better than natural gas, which is probably the only thing that has potential : supply way over demand. : : may
|
T*******t 发帖数: 9274 | 9 bp出事那段时间应该去抄几个底子比较厚的。
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 天然气管道和运输
|
s********n 发帖数: 1962 | 10 You tell me why. If you are an energy consumer, will you use something
cheap or something expensive?
You guys have too much presumption about what I am saying. Read my
last post again.
【在 f******e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 大家觉得矿产资源公司怎么样?像几大铁矿石公司 : 天然气越来越便宜为什么还会前途光明?不懂啊,便宜不是没有利润了吗?
|
|
|
p********r 发帖数: 1980 | 11 巴菲特的话难道就是真理了? Creative Destruction下最终什么公司都得完蛋.只能说
巴菲特没有做VC的才能.
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 巴菲特说过,投资新兴产业公司不是一个好的选择。 : 新兴产业本身也许前途无量,但是早期的公司基本上 95% 都被淘汰。
|
p********r 发帖数: 1980 | 12 新兴产业=矿产资源?! 从人类开始的时候就开始往地底下挖东西了.
【在 f******e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 大家觉得矿产资源公司怎么样?像几大铁矿石公司 : 天然气越来越便宜为什么还会前途光明?不懂啊,便宜不是没有利润了吗?
|
s********n 发帖数: 1962 | 13 做风投跟买股票是两回事。
Buffett 的话未必都是真理,俺就是觉着这句说的挺对的行不?
【在 p********r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 巴菲特的话难道就是真理了? Creative Destruction下最终什么公司都得完蛋.只能说 : 巴菲特没有做VC的才能.
|
k***n 发帖数: 3158 | 14 NG is probably the only one in the commodity basket that did not participate
the nice run since June. It actually went down quite a lot. In a big picture
I do believe it will eventually catch up as oil price runs up.
But you are right, it is not worth guessing when NG will follow other
commodities' pace. Too many factors involved.
My play with NG is holding gas producers who hedge their productions and pay
nice dividends. FCG is a basket of gas producers. But my favorate one is
HGT. I have been holding it since early April and happily collecting my
dividends. While UNG went down from 8 to 5.*, HGT held its share price
nicely. It's still a buy here IMO and it gives us the room waiting for NG
to finally make a move, hopefully UP.
potential
【在 s********n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Natural gas as an energy has a bright future in the sense that it will get : cheaper and cheaper ... :) : But I am serious -- don't touch natural gas. Price may fluctuate as always : but fundamentally there is no upside. Just forget it. Any commodity is : better than natural gas, which is probably the only thing that has potential : supply way over demand. : : may
|
f******e 发帖数: 198 | 15 俺一开始问的是新兴产业,经过达人指点以后改变主意了。。。
【在 p********r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 新兴产业=矿产资源?! 从人类开始的时候就开始往地底下挖东西了.
|