🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有18部Youtube影片,追蹤數超過5,440的網紅Chris Quimbo,也在其Youtube影片中提到,Where Newbie Investors Can Dip Their Toes in the Stock Market Hello everyone! Welcome! If you've often asked yourself where to start when it comes t...
buy on dip 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
buy on dip 在 Facebook 的最佳解答
El Salvador acts on Bitcoin price dip and buys 150 BTC
El Salvador หัวแข็ง! buy the dips Bitcoin เพิ่มอีก 150 BTC ไม่สนคนทัก!!
By ERHAN KAHRAMAN
แม้จะมีคำเตือนจากหน่วยงานทั่วโลกเกี่ยวกับการยอมรับ Bitcoin (BTC) รัฐบาลของเอลซัลวาดอร์ยังคงคว้าโอกาสทางการตลาด
เนื่องจากราคา Bitcoin ร่วงต่ำกว่า 46,000 ดอลลาร์ ในเช้าวันจันทร์ นาย Nayib Bukele ประธานาธิบดีเอลซัลวาดอร์ ได้ประกาศบน Twitter ว่าประเทศนี้ “bought the dip” เพิ่มอีก 150 เหรียญ ทำให้รัฐบาลตอนนี้ถือ 700 BTC มูลค่าเกือบ 32 ล้านเหรียญ
Bukele ได้แบ่งปัน “คำแนะนำจากประธานาธิบดี” โดยเตือนว่า “พวกเขาไม่มีทางเอาชนะคุณได้หากคุณ buy the dips”
จากรายงาน เอลซัลวาดอร์ได้ซื้อ BTC อีกครั้ง ในวันที่ BTC ถูกกฎหมายในประเทศ เมื่อ Bitcoin ร่วงอย่างรวดเร็วจนต่ำกว่า $43,000
เอลซัลวาดอร์ ได้ผลักดัน crypto ได้น่าสนใจ โดยเฉพาะอย่างยิ่งการยกเว้นภาษีสำหรับนักลงทุน Bitcoin อย่างไรก็ตาม การตัดสินใจของรัฐบาลในการนำ Bitcoin ไปใช้อย่างถูกกฎหมายนั้น ไม่ได้ปราศจากปัญหาโดยสิ้นเชิง
นอกเหนือจากการประท้วงและการเดินขบวนต่อต้านการเคลื่อนไหวของ Bitcoin ของรัฐบาลแล้ว บริษัท credit rating อย่าง Standard and Poor's Global กล่าวว่า การยอมรับ Bitcoin นั้น “มีผลกระทบเชิงลบในทันที ” สำหรับอันดับเครดิตของประเทศ
ด้าน S&P ยังอ้างว่า การเคลื่อนไหวดังกล่าวจะส่งผลกระทบต่อโอกาสของเอลซัลวาดอร์ในการบรรลุข้อตกลงเงินกู้ 1 พันล้านดอลลาร์ จากกองทุนการเงินระหว่างประเทศ
เอลซัลวาดอร์ได้สร้างประวัติศาสตร์ ด้วยการเป็นประเทศแรกที่ยอมรับ Bitcoin เป็นเงินที่ถูกกฎหมาย เมื่อวันที่ 7 กันยายน รัฐบาลถือครอง 400 BTC ในขณะนั้น
ด้วยการใช้ประโยชน์จากการร่วงของราคาสองครั้งในสองสัปดาห์ โดยการซื้อ 150 เหรียญในแต่ละครั้ง และเอลซัลวาดอร์ ได้เพิ่มการถือครอง Bitcoin เป็น 700 BTC
สำหรับนักลงทุนที่ สนใจ ข้อมูลการลงทุนเชิงลึก
จากบทวิเคราะห์ระดับโลก รวมหลักแสนต่อปี
สามารถ สมัครเข้าดูได้ที่ห้องเรียนวงในครับ
สนใจ คอมเม้นใต้บทความได้เลย
--------------------------------
แอดปลา
buy on dip 在 Chris Quimbo Youtube 的精選貼文
Where Newbie Investors Can Dip Their Toes in the Stock Market
Hello everyone! Welcome! If you've often asked yourself where to start when it comes to stock market investing, then this video is for you. It has simple and basic information that will get you started. I know this is quite daunting, I felt the same way before I started, but I promise you it's all worth it.
(00:00 - 0:33) Intro
(0:33 - 1:33) What are index funds and ETFs?
(1:33 - 2:32) What are the 3 types of funds?
(2:32 - 3:17) Why I like index funds and ETFs?
(3:17 - 4:26) What's my top pick for index fund and ETF?
(4:26 - 4:47) Some investing motivation
(4:47 - 5:11) Outro
Homework after watching this video:
S and P 500 index
Index fund and ETFs
Diversification
Mutual funds
Dollar cost averaging
Compound interest
ETFs I've mentioned in the video:
Vanguard's S and P 500 (VOO)
ARK Innovation (ARKK)
Advisorshares Cannabis (YOLO)
Schwab S and P 500 (SWPPX)
▶︎SUBSCRIBE!
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please help me get to 20k!
My Youtube gear:
Iphone 8plus
Velbon Tripod
Canon G7X Mark 2
Post production:
Mac Air (Final Cut Pro)
If you want to create content, I say do it. Do it now, do it today. It doesn’t have to be for anyone, do it for yourself.
buy on dip 在 Tina Yong Youtube 的最佳解答
Hello my loves! Today I'm showing you how I remove my gel nails at home without breakage. This method can be used on acrylic and polygel nails as well! If you're living for these "Tina Nails It" videos, please hit like and subscribe! ? https://bit.ly/2JFCtDr
Follow:
Tina Yong http://instagram.com/tina_yong
Products used:
Kiara Sky 100 grit half moon file https://kiarasky.com/92da1
Kiara Sky Portable Nail Drill https://kiarasky.com/ac277
Kiara Sky 5-in-1 Medium Bit (rose gold) https://kiarasky.com/2f5c8
(Get 10% off Kiara Sky with code TINAYONG)
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Angelpro Bling Shiner http://www.angelpronail.com/onlineshop/index.php?route=product/product&path=64_81&product_id=207
____________________________
Watch more nail videos:
Easy Ombre Gel Nail Art
https://www.youtube.com/watch?v=O21uqu_7QEY&t=483s
DIY Nail Extension For Beginners
https://www.youtube.com/watch?v=ZpOBkf_KYCk&t=5s
Simple Rainbow Nail Art Tutorial ?
https://www.youtube.com/watch?v=_u7cgRSSBF0&t=12s
Doing Dip Powder Nails At Home
https://www.youtube.com/watch?v=RjYMIZqZsUg&t=675s
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Get 20% off using code TINA20
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*This video is not sponsored. Some links above are affiliate links which mean I do make a small amount if you chose to buy the products. This does not cost you any extra but it’s a great way to help support my channel.
buy on dip 在 Nora Hsu- Barrel Leaf Youtube 的最佳貼文
這次不是鷹嘴豆泥,而是要來做扁豆泥! (▼ 點開看更多 Click to see more ▼)
它和鷹嘴豆泥一樣,濃郁美味,很適合搭配芹菜(西洋芹)和小黃瓜、沾著吃就很美味。
而且紅扁豆的蛋白質含量也很高,可作為主餐的配菜,也很適合當肚子餓時的點心!
我曾經有一個月、每個星期都做一次呢!
希望們也會喜歡!
Thank you for watching!
PS. 片尾的 NG ... 希望你們沒嚇到 :)
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完整食譜&細節 full recipe & more details at
https://www.barrelleaf.com/carrot-red-lentil-hummus/
*訂閱電子報 - http://eepurl.com/dvG9oL
*Subscribe to my Newsletter - http://eepurl.com/dvG9oL
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影片中的 TOOLS & INGREDIENTS IN THIS VIDEO
食材 Ingredients
• 中東芝麻醬 -https://greenmall.info/2ReQx
• Tahini -https://greenmall.info/2ReQx
器具 Tools
• 食物處理機 - https://joymall.co/2TLPk
• 食物調理機 - https://amzn.to/2WXFKBY
• Food Processor - https://amzn.to/2LdMuV7
• Blender - https://amzn.to/2WXFKBY
提到的食譜 Recipes
• 烤紅甜椒鷹嘴豆泥 Roasted Red Pepper Hummus- https://youtu.be/T6u5ccK36t8
• 原味中東鷹嘴豆泥 Oil-free Hummus - https://youtu.be/oDkIK95F2jg
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其它地方找我 CONNECT WITH ME
• Blog - https://www.barrelleaf.com/
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• Pinterest - https://www.pinterest.com/barrelleaf/
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連絡我 CONTACT
• 合作相關 - nora@barrelleaf.com
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你可能感興趣 YOU MIGHT ALSO BE INTERESTED
• 酪梨鷹嘴豆泥 (純素,無油) - https://www.barrelleaf.com/avocado-hummus/
• 甜菜根鷹嘴豆泥 (純素) - https://www.barrelleaf.com/beet-hummus/
• 純素鷹嘴豆沙拉 - https://www.barrelleaf.com/chickpea-salad/
• Avocado Hummus (Vegan, Oil-Free) - https://www.barrelleaf.com/avocado-hummus/
• Beet Hummus (Vegan) - https://www.barrelleaf.com/beet-hummus/
• Vegan Chickpea Salad - https://www.barrelleaf.com/chickpea-salad/
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可能對你有幫助 HELPFUL LINKS
• 食譜度量標準 + 常見問答集 FAQ - https://www.barrelleaf.com/recipe-measurement/
• 我的器具與食材 - https://www.barrelleaf.com/shop/
• iHerb 購物初體驗︱經驗&開箱 - https://www.barrelleaf.com/iherb-first-buy/
• iHerb 購物95折 折扣碼「MOK5777」- http://www.iherb.com/?rcode=MOK5777
• Recipe Mesurement + FAQ - https://www.barrelleaf.com/recipe-measurement/
• My Tool & Ingredients - https://www.barrelleaf.com/shop/
• My iHerb Haul- https://www.barrelleaf.com/iherb-first-buy/
• iHerb 5% Off Code「MOK5777」- http://www.iherb.com/?rcode=MOK5777
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如果你喜歡這個影片,請給我一個讚,鼓勵是我動力!
也歡迎訂閱我的頻道,之後會有更多的影片喔! 謝謝 :)
If you like this video, please give me a thumbs up & subscribe for more videos coming up!
You could also leave comments below to share your thoughts or what kind of recipe/video that you want to see.
Thank you all.
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新創FB社團,歡迎大家加入 :)
自然飲食小廚房 Healthy Clean Kitchen
https://www.facebook.com/groups/1224348334357692/
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buy on dip 在 What Does It Mean to 'Buy the Dips'? - The Balance 的相關結果
Buying the dip means trying to time your investment purchases so that you buy stocks when they have dropped in price, assuming they will continue to rise in ... ... <看更多>
buy on dip 在 'Buy the dip' is a horrible stock-market strategy - MarketWatch 的相關結果
Buy the Dip: You save $100 each month in cash until the market dips below a certain amount from its all time high (i.e., 10%, 20%, etc.) Once ... ... <看更多>
buy on dip 在 Buy The Dips Definition - Investopedia 的相關結果
"Buy the dips" means purchasing an asset after it has dropped in price. The belief here is that the new lower price represents a bargain as the "dip" is ... ... <看更多>