s*****2
发帖数: 1035 | | z***e
发帖数: 5600 | 2 Commodity price = what do you need to pay to have it today?
Commodity stocks: higher commodity price today = higher earnings today
however the stock price need years of high commodity prices to sustain, or,
"higher for longer". There are also execution risks in the stock
Take a look at energy stocks vs. crude oil price in 2008. Energy stocks
clearly peaked before oil reached over the 140 peak
【在 s*****2 的大作中提到】
: RT。
| s*****2
发帖数: 1035 | 3 谢谢，不过不是很明白。 你是说commodity stock的价格比commodity price长得早么？
or,
【在 z***e 的大作中提到】
: Commodity price = what do you need to pay to have it today?
: Commodity stocks: higher commodity price today = higher earnings today
: however the stock price need years of high commodity prices to sustain, or,
: "higher for longer". There are also execution risks in the stock
: Take a look at energy stocks vs. crude oil price in 2008. Energy stocks
: clearly peaked before oil reached over the 140 peak
| c********l
发帖数: 8138 | |
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