本人一點看法（最新）

[reine01]

歡迎大家參與討論

 

[lazycatcat]

我留意了美股 安特吉公司 ETR很久，現在感覺它長線有機會，正處在買入點，歡迎大家參與討論

Interesting company. I didn't look into power company in great details. Do you have anything to share about this company ?

From previous experience with TRP, I know that hydro plant is of low cost and thus command high valuation. Gas fired plant seems to be the way to go but coal fired ones are cheaper.

Nuclear plants have pretty high restart cost but seems to be cheaper if operates well.

Any further insight ?

 

[reine01]

我感覺它的月線圖走的很好，儘管日線和周線圖都不怎麼樣.

現在正是買入時機.

大家可以交流一下.

 

[reine01]

同樣，代碼LOW,NUE，這兩隻股票的月線圖KDJ指標也是相當類似的.

同樣可以留意一下.

 

[lazycatcat]

同樣，代碼LOW,NUE，這兩隻股票的月線圖KDJ指標也是相當類似的.

同樣可以留意一下.

I was hoping you are more interested in fundamentals of the company rather than the curves (as it is not a beauty contest - just kidding).

The curves are right until they are wrong. I am never convinced that they are of any value.

Power company is not easy to understand mainly because of their highly regulated pricing model. Plus, it is normally heavily indebted due to guarantee of regulated price. So, there are quite a lot to read ...

I haven't looked into LOW and NUE before.....Smaller retails with niches are probably more interesting...

One growth company that is of interest is Suncor. There is nothing magic with it but this is a company whose fate is determined by one factor - oil price....If oil price keeps current levels and Suncor can execute, it is a growth company in disguise.

 

[reine01]

請問你有什麽股票推薦？

 

[reine01]

本人想玩美股.

 

[shemozhuben]

Utility属于reccession proof，slow grower类型,别指望能20%一年。

想那么多,讨论那么多干嘛？ 简单复杂化？ 挑几个喜欢的公司，组成小篮子，做个DIY Index fund省时间和精神。