本帖最后由 理不胜辞 于 20-2-2015 05:53 AM 编辑
拿大原油开采商森科能源( Suncor Energy)
油砂又称焦油砂和沥青砂。是一种含沥青成分的砂质铀矿。开采不易且成本较高。但因为近年油价攀升趋势导致油砂资源也逐渐变得抢手。阿尔伯塔省油砂产区可采储量约达1,700亿桶石油,近些年因为技术进步该省可采石油储量仅次于沙特,位列全球第二。
加拿大Suncor Energy公司是全球最大的油砂能源企业,主要业务为石油天然气勘探,在加拿大阿尔伯塔省开采和提炼油砂后进行销售。Suncor Energy在2009年收购加拿大石油公司,获得该公司北海,北非和拉美的资产从而握有全球最丰富的油砂资源。
Why Warren Buffett Sold Exxon Mobil And Bought Suncor Energy Feb. 19, 2015 11:40 AM ET
Summary
Berkshire Hathaway sold out of 41 million shares of its Exxon Mobil and 5 million shares of ConocoPhillips stake.And added 4 million shares of Suncor Energy.
- Reason 1: US dollar to the Canadian dollar is at decade's low.
- Reason 2: The Canadian Dollar is correlated to the oil price.
- Reason 3: Suncor Energy is a quality company priced at a value.
http://seekingalpha.com/article/2931356-why-warren-buffett-sold-exxon-mobil-and-bought-suncor-energy
老实说,我只是搭顺风车而已,今天看到有点低$30.50进场了。。。
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