Y****3
发帖数: 963 | | n******i
发帖数: 374 | 2 现在石油行业这么不景气，基建项目只会削减。本人是蝌蚪。 | G*****h
发帖数: 2272 | 3 石油不会一直这么不景气的。
【在 n******i 的大作中提到】
: 现在石油行业这么不景气，基建项目只会削减。本人是蝌蚪。
| k********n
发帖数: 18523 | 4 不要。
Cbi是cyclic play.
过不了多久就会再回个位数，然后再拉起。。。
说错了别怨我，仅供参考 | J**********D
发帖数: 160 | 5 I just got some, hoping it could be a long term play. BRK owns about 10%,
probably not picked by Buffett but his designated successors. It acquired
another company a couple of years ago so carries a lot of debt ($4bln?) So
seems depressed. You can check seeking alpha website for some in-depth
analysis and make your own decision. Its business does not solely consist of
oil and natural gas, but also nuclear. Some claims it has only 3% oil
exposure but was wrongly dragged down. There are lots of articles on SA,
arguments and counter arguments by experienced investors, MBA and
accountants.e.g. its huge backlog may be cancelled without prior notice, or
questions about its negative cash flow in 1H14, or questions about
accounting numbers can be tweaked.
Its competitors are FLR, JEC, URS, MTRX, EME, PWR. industry p/e is about 11?
Somebody mentioned it but I didn't have time to check.
So obviously a value play. Some say it can go to 80 or 90, do your own
research and make up your own mind, if you can share the rsults that would
be nice. Sure its a cyclical business, but it seems to get better over time,
can be a bumpy ride as it had gone from $60 in 2007 to $6 in 2009. I am
genuinely surprised anybody here may pay attention to this so good luck.
【在 Y****3 的大作中提到】
: 其PE不到10 。
: 我很认真的问。
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