Texas Pacific Land股票讨论区

• 容光焕发的罗密欧 : 涨不起来

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• BelleWeather : I am hugely bullish on land, especially farmland and mineral rights. But I’m not convinced this is the best play right now (two years ago, perhaps.) I like FPI and GLAD better. And for oil and water, ARIS.

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• BelleWeather BelleWeather: My perspective is fundamental though - I think it a mistake to use TA in a long view this way.

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• SpyderCall楼主 BelleWeather: Well, as for long-term technicals, the longer a support line holds true, then the stronger it is. And this is a multi year support level. As for the fundamental picture, we are seeing the 3rd highest quarterly revenue and EPS ever recorded, and the correlation over the long-term is an upward trend in these two metrics. The third highest net profit ever recorded with a strong upward trend in this metric over several years. Highest ever net income attributable to stockholders ever recorded on an earnings call, and an even stronger upward trend in this variable over the years. They have a great dividend that has been increasing over the years. And since last quarter, their balance sheet has never looked better. Fundamentally this company looks great on their financial reports.

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• SpyderCall楼主 BelleWeather: As for business fundamentals, they make most of their money from leasing land. Land leases increase in cost over time with inflation and rising property values. Since US oil production has been steadily increasing over the years, their prospects for future profit look great. Especially if Trump gets elected. He has already stated that if he is president, then the US is going to "drill baby, drill." His words, not mine.
  Personally, I think the long-term prospects look great. I could be wrong, though.

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• SpyderCall楼主 BelleWeather: These companies look good also.

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