a*****1
发帖数: 3134 | 1 我知道这是Playforever的相好。还有谁？ |
p*********r
发帖数: 4593 | 2 Yes, I am still holding large position.
I even sold my PAAS after 40% gain from the end of last year, and
used money to add more PWE at around $8.35.
Target is still $11-12. |
a*****1
发帖数: 3134 | 3 大牛有多少？不锁利？
【在 p*********r 的大作中提到】
: Yes, I am still holding large position.
: I even sold my PAAS after 40% gain from the end of last year, and
: used money to add more PWE at around $8.35.
: Target is still $11-12.
|
p*********r
发帖数: 4593 | 4
至少 上$10,才会卖些 call. 不然 hold, 拿 6% 的红利也挺好的。
It's still cheap, PB is only around 0.5. That's why its board chairman just
bought another 50K shares at the end of last month.
Large part of PWE book value is actually land assets with oil/NG reserve.
Usually the price for this type of assets goes up when time goes by, goes up
a lot when surrounding and transportation infrastructure improving.
The only risk for this type of assets is oil/NG price and natural disaster,
which could affect all oil/NG companies.
【在 a*****1 的大作中提到】
: 大牛有多少？不锁利？
|
a*****1
发帖数: 3134 | 5 赞
Usually
lot
,
【在 p*********r 的大作中提到】
:
: 至少 上$10,才会卖些 call. 不然 hold, 拿 6% 的红利也挺好的。
: It's still cheap, PB is only around 0.5. That's why its board chairman just
: bought another 50K shares at the end of last month.
: Large part of PWE book value is actually land assets with oil/NG reserve.
: Usually the price for this type of assets goes up when time goes by, goes up
: a lot when surrounding and transportation infrastructure improving.
: The only risk for this type of assets is oil/NG price and natural disaster,
: which could affect all oil/NG companies.
|
p*********r
发帖数: 4593 | |
a*****1
发帖数: 3134 | 7 站稳9刀，我再进。
【在 p*********r 的大作中提到】
: 看看它今天能不能收在 $9 以上.
|
a*****1
发帖数: 3134 | 8 破9之时就是50ma叉100ma时。
【在 a*****1 的大作中提到】
: 站稳9刀，我再进。
|
p*********r
发帖数: 4593 | 9 PWE 3rd time trading above $9.
Let's see if it can close above $9. |
x***n
发帖数: 2658 | 10 sold @ 8.5-8.6 after the last ER
plan to reload @ 7.5 |
|
|
a*****1
发帖数: 3134 | 11 奶奶的，你这是诅咒啊。到7.5我也马金靠了。
【在 x***n 的大作中提到】
: sold @ 8.5-8.6 after the last ER
: plan to reload @ 7.5
|
m**x
发帖数: 1084 | 12 这是个mlp? 还是normal devident? |
a*****1
发帖数: 3134 | 13 今年1月跟Playforever 大牛进的，还不知道。
Playforever 说说。
【在 m**x 的大作中提到】
: 这是个mlp? 还是normal devident?
|
m**x
发帖数: 1084 | 14 看了一下，这是个加拿大的trust. 税很难搞。
你们怎么搞的？加拿大那边的税能拿回多少？ |
a*****1
发帖数: 3134 | 15 好像是Corp，按一般红利交税，所以不麻烦的。
加拿大和美国的红利是一样的， 都是14分加元。好像没有加拿大那边的税。
【在 m**x 的大作中提到】
: 看了一下，这是个加拿大的trust. 税很难搞。
: 你们怎么搞的？加拿大那边的税能拿回多少？
|
m**x
发帖数: 1084 | 16 pwe自己网站上的tax info.
Dividends paid to shareholders who hold Penn West shares in taxable U.S.
accounts are subject to Canadian withholding tax at a rate of 25%. This rate
is reduced to 15% under the Canada-U.S. Tax Treaty. To be eligible for the
reduced withholding rate under the tax treaty, Canada Revenue Agency (“CRA
”) now requires certain information be provided by the dividend recipient
for any payments made after December 31, 2012.
【在 a*****1 的大作中提到】
: 好像是Corp，按一般红利交税，所以不麻烦的。
: 加拿大和美国的红利是一样的， 都是14分加元。好像没有加拿大那边的税。
|
p*********r
发帖数: 4593 | 17 I think it's normal dividend. You also could have option to have additional
shares as dividend. See the price of share for the coming dividend here. http://www.pennwest.com/investors/dividends-taxation/drip-overview.html
Somehow, my 401K at Fidelity automatically signed up for the additional
shares as the dividend payout. The good thing about this program is having
additional 5% discount. Its good when the stock price is undervalued and on
the uptrend. See the latest price for the dividend shares is $8.1434, which
is around 8% lower than today's price.
Actually, I also sold around 15% position right before ex-dividend date. The
behavior between 3/20-3/26 made me nerves. I also thought it might drop
below $8 after ex-dividend date. So, I have money to buy them back at lower
price for the short term trading. After that I didn't sell any because I saw
its board chairman purchased another 50K shares. It made me confident to
hold, may be till $11-$12 range. |
m**x
发帖数: 1084 | 18 canada will withhold tax on your dividend income if you are in a US texable
account. withhold rate 25%.
additional
on
which
The
lower
【在 p*********r 的大作中提到】
: I think it's normal dividend. You also could have option to have additional
: shares as dividend. See the price of share for the coming dividend here. http://www.pennwest.com/investors/dividends-taxation/drip-overview.html
: Somehow, my 401K at Fidelity automatically signed up for the additional
: shares as the dividend payout. The good thing about this program is having
: additional 5% discount. Its good when the stock price is undervalued and on
: the uptrend. See the latest price for the dividend shares is $8.1434, which
: is around 8% lower than today's price.
: Actually, I also sold around 15% position right before ex-dividend date. The
: behavior between 3/20-3/26 made me nerves. I also thought it might drop
: below $8 after ex-dividend date. So, I have money to buy them back at lower
|
p*********r
发帖数: 4593 | 19 Only 15% withhold in regular account. IRA and 401K account doesn't have any
withhold. The 15% can be claimed back when you file tax due to the deal
between Canada and US.
texable
【在 m**x 的大作中提到】
: canada will withhold tax on your dividend income if you are in a US texable
: account. withhold rate 25%.
:
: additional
: on
: which
: The
: lower
|
a*****1
发帖数: 3134 | 20 昨天是Payday，今天因该到账上。马上就知道了。
texable
【在 m**x 的大作中提到】
: canada will withhold tax on your dividend income if you are in a US texable
: account. withhold rate 25%.
:
: additional
: on
: which
: The
: lower
|
|
|
a*****1
发帖数: 3134 | 21 是受了15%的税。但那不是问题。
问题是sharebuilder不给DRIP计划的8.14/share，而是昨天收盘的8.86/share。问题不
解决以后大家都不能用它。
【在 a*****1 的大作中提到】
: 昨天是Payday，今天因该到账上。马上就知道了。
:
: texable
|
p*********r
发帖数: 4593 | 22
是吗，你的sharebuilder account 已收到 dividend.
我的 Fidelity, scottrade and TDAmeritrade accounts 都还没收到 dividend。
大概明天会到把。
【在 a*****1 的大作中提到】
: 是受了15%的税。但那不是问题。
: 问题是sharebuilder不给DRIP计划的8.14/share，而是昨天收盘的8.86/share。问题不
: 解决以后大家都不能用它。
|
a*****1
发帖数: 3134 | 23 My fidelity is not in yet。
Do you have problem with anyone of them before?
【在 p*********r 的大作中提到】
:
: 是吗，你的sharebuilder account 已收到 dividend.
: 我的 Fidelity, scottrade and TDAmeritrade accounts 都还没收到 dividend。
: 大概明天会到把。
|
a*****1
发帖数: 3134 | 24 Fidelity 收到钱而且是DRIP。
打电话马上Sharebuilder统统转到Fidelity。Fidelity给2500刀。
今天不用交易了，中饭巴菲钱有了。
【在 a*****1 的大作中提到】
: My fidelity is not in yet。
: Do you have problem with anyone of them before?
|
m**x
发帖数: 1084 | 25 这得是一百万以上才能拿这么多吧，这真是大牛。
【在 a*****1 的大作中提到】
: Fidelity 收到钱而且是DRIP。
: 打电话马上Sharebuilder统统转到Fidelity。Fidelity给2500刀。
: 今天不用交易了，中饭巴菲钱有了。
|
p*********r
发帖数: 4593 | 26
Wow! 你是大户。 这$2500 可以吃差不多一年的中饭了。
我的 Fidelity account（401K) 还没有收到DRIP的股票。 Scottrade 也没收到红利。
我的 TDAmeritrade account 收到红利了（我没加入DRIP).
今天PWE 又更上一层了，看来是站稳$9了。 First Q earning will be good because
oil/NG price is higher than last Q, and Canadian currency is lower than last
Q too.
【在 a*****1 的大作中提到】
: Fidelity 收到钱而且是DRIP。
: 打电话马上Sharebuilder统统转到Fidelity。Fidelity给2500刀。
: 今天不用交易了，中饭巴菲钱有了。
|
m**x
发帖数: 1084 | 27 pwe的分红可是真是不高。
而且也不怎么增长，为什么看好它呢？ |
p*********r
发帖数: 4593 | 28
value, value and value.
Last year overall market is too good, average 25-30% gain.
This year you won't see this type of gain. I would say maximum is around 10%
gain for overall market. So, this year only selected value stocks can
outperform big market. If you have others, could give more than 30% return
safely,
please share with me. I will do research to make decision.
The following is my post 2-3 month back. Most of points are still valid.
=======================================================================
对, 这个公司 used to be one of Canada oil trust companies. All oil trust
companies have tradition of high dividend. Most of oil trust companies do
not have very strong management team because they can make money due to high
energy price(oil and NG price). PWE expanded too fast and too much. I
remember it acquired some smaller oil trust companies in 2008-2009 crash.
That's why it ended up with so much debt. I do not remember details because
I traded some oil trust in 2007, and exited in just 6 months. I didn't pay
much attention to PWE until the end of last year because I was looking for
some undervalued stocks to park my money.
One important thing, probably the most important thing is its book value.
What is the book value composed of ? Its book value is mainly composed of
land assets with oil/NG reserve. This is a big fundamental difference than
NT and BBRY. The technology company book value could shrink very quickly
due to the shrink of their ecosystem. The price of land assets usually will
go up as time goes by, will go up a lot when surrounding infrastructure(pipe
or rail or whatever) improving. Usually the surrounding infrastructure also
is gradually improving as time goes by.
PWE has 40% production(not revenue) from NG. That's one of the reason it
collapsed due to extreme low NG price. The low NG price in the last 3 year
caused a lot of high cost NG production shutdown(check baker hughes oil/NG
well count). However, NG price is improving due to record level cold this
Winter. This winter the NG inventory is pretty much used up(NG inventory is
less than 1TCF). The NG inventory will not be refilled in the next 2-3
months(only has max 3 month to refill, summer will start big draw again due
to air conditioner electricity consumption). I expect big jump on NG price
next Winter if the NG production stays as is. If you look at baker hughes
data, NG producers are not hurry to bring more NG wells on production
because they don't want to do losing money business. They probably will
start after NG price goes above $5 and stays there for sometime.
The following is my write up that I did a couple of month back about NG FA.
=======================================================================
今年美国创历史记录的冬天把积累3-4年的 NG（natural gas) 库存都用光了。
而且这库存不会回来，因为这2-3年低价的 NG使得很多厂商把很多 high cost
的气田/井都关了/封了。美国 NG 最低价曾经到过 $2 以下。很多厂的开采成本是
高于$4-5. Baker Hughes 可以查到 US NG rig count. It's 351 now vs 600 in 2012
, and 1600 in 2008.
美国政府已批准天然气的出口，小日本的核电厂，中国空气的严重污染 会使中国/日本
的 NG 进口会大量增加。亚洲 NG 价是北美的 4 倍，欧洲是 3 倍。
日本现在已是亚洲的最大进口国。 日本到现在还没有完全处理好核电水泄漏的问题。
日本国内已有人在说这样的泄漏会引起整个日本国家/民族的长期的存亡。 日本会
减少核发电，进口更多的 NG来发电。 中国的雾霾也会 demand 更多的 NG.
所以天然气的价格再也不会低于$3. 甚至 $4(今年) 现在天然气公司的股票还没动，
是因为它们的赢利暂时不会有提高，它们都被长期的合同价($3-4) 绑着，
但过3-6个月后，新的合同价就会提高至少 $1 左右。这是纯利的提高。
【在 m**x 的大作中提到】
: pwe的分红可是真是不高。
: 而且也不怎么增长，为什么看好它呢？
|
a*****1
发帖数: 3134 | 29 赞马前炮。
10%
【在 p*********r 的大作中提到】
:
: value, value and value.
: Last year overall market is too good, average 25-30% gain.
: This year you won't see this type of gain. I would say maximum is around 10%
: gain for overall market. So, this year only selected value stocks can
: outperform big market. If you have others, could give more than 30% return
: safely,
: please share with me. I will do research to make decision.
: The following is my post 2-3 month back. Most of points are still valid.
: =======================================================================
|
a*****1
发帖数: 3134 | 30 我的马前炮。跟Playforever 大牛有同感。
发信人: able101 (able101), 信区: Stock
标 题: 今年如果气候稳定的话，明年天然气就不够烧了。
发信站: BBS 未名空间站 (Thu Mar 27 14:51:36 2014, 美东)
虽然马上又到天然气储备阶段，但现只是往年平均储备的50%。将来12个月的天气如果
跟往年平均一样，下一个冬天天然气价格就不好说了
发信人: able101 (able101), 信区: Stock
标 题: Re: 天然气储量
发信站: BBS 未名空间站 (Thu Mar 27 19:12:44 2014, 美东)
人们都没意识到严重性。总觉地天热就没事了。其实夏天开空调也用天然气，而且产量
不容易上去，infrustruction也不容易建。要是夏天具热，马上可以看见明年冬天的危
机。
2008的12刀的天然气会提前到来。可能性不大，但已足够投点钱进去了。
发信人: able101 (able101), 信区: Stock
标 题: 天然气几年来第一次过5块。谁受益？
发信站: BBS 未名空间站 (Fri Jan 24 14:13:51 2014, 美东)
CHK |
