關於 i am out of office today ，我們在網路上蒐集到這些相關的討論、資訊與評價

TUANKU SULTAN JOHOR BRINGS CHEER TO NEEDY FAMILIES IN MUKIM PLENTONG

Some 330 needy families in Mukim Plentong were all smiles today (10 Aug) on receiving much needed food aid from HM Tuanku Sultan Johor.

The distribution of the aid was coordinated by the Church of St Joseph led by Fr Moses Yap. On hand to give out the food boxes was Mejar Cina Dato’ David Wong, representing the Sultan Ibrahim Johor Foundation (SIJF). Also present was Mukim Plentong chief, Mohd. Nurul Faiz Aman.

The food boxes, comprising basic household provisions and packets of instant noodles, were later given out to the grateful recipients, many of whom have been hard hit by the protracted pandemic and desperately in need of a life line and assistance.

Fr. Moses, whose church had reached out to SIJF on behalf of the local villagers, expressed his indebtedness and gratitude to HM Tuanku Sultan Johor for his kindness and benevolence towards his subjects during these desperate times.

“All during this difficult period of the raging pandemic, we have been trying to help as many people as possible irrespective or race or religion. Today’s gracious contributions by Tuanku Sultan will go a long way towards alleviating the hardships being endured by these families, many of whom are in dire need now,” he said to the Royal Press Office (RPO).

One of the beneficiaries of the aid, Joanis Anak Inggang, 50, who lost his job as a factory worker last May, thanked His Majesty for the generous donation.

“I have four young kids to feed…I cannot find any jobs. I am truly touched and extremely thankful to Tuanku Sultan,” he said.

The Mukim chief, Mohd Nurul Faiz Aman said the food aid had come when many families were desperately in need.

“Many have lost jobs and have no income and can’t even put food on their table for their families. We deeply appreciate His Majesty’s kindness. We’re so blessed to have a Ruler who truly cares for his subjects,” he stated.

#sultanjohor
#royalpressoffice
#johor

今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.

在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?

而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?

其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.

而在IPO中, 也有這類的好公司.

Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)

Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.

下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.

也祝福大家找到&培養自己的能力圈, 穩穩獲利.

Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff

No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT

Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX

One of the most glorious things I have seen involving the stock market in ages happened today.

Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?

Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.

Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.

Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.

I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.

Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.

The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.

These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.

I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.

Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.

Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.

I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.

I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.

You did.

更新：我們給美國的感恩信 Letter to America Update

我們的信到了美國國會！我的媽媽今天打給我跟我說她今天收到一個來自華盛頓特區（Washington D.C.）的電話，結果就是一位美國國會議員跟她說他收到了我們的感恩而感覺非常的感動！（哇噻！哇噻！哇噻！）

Senator Mike Lee （美國國會議員）因為目前不在華盛頓特區用電子版本看到我們的信而沒辦法跟我們的信合照。他的秘書正在計畫時間把寄給他的版本給他拍個照片或影片給我們。他也在跟美國國會大廈聯絡來寄給我們一面飄揚在國會大廈上空的美國國旗！

謝謝你們的合作！今天聽到消息我就開心到不行！很期待能夠跟你們分享這個好消息 — 有其他消息肯定會跟你們分享！

❓如果成功收到來自國會的美國國旗你們覺得我該捐到哪裡？哪一個學校？哪一個城市？蔡依林？第三可能不要，但是如果她要跟我一起坐一下邊喝一杯米漿邊聊天我絕對不會拒絕！

I received an awesome update on our letter to America, and I am in complete shock! Today my Mom received a call from Washington D.C.; it turns out it was the office of Senator Mike Lee informing her the letter had arrived in the office and was very moved by the message and gratitude.

Due to the Senator not being in Washington, he wasn’t able to hold the letter for a photo, but they are currently planning a time to give the letter to the Senator and take a picture. They have also contacted the Capitol to receive a United States flag and send it to us in Taiwan.

Thanks, everyone, for the cooperation on this insanely audacious plan of mine! I can’t even explain how shocked and excited I was to hear this news. It seriously means the world to me that I can update you all with this great news, and look forward to much more!

Fujii Kaze - "Kaerou"


Director：Kodama Yuichi（vivision）
Assistant Director：Sato Ryuken（DIAMOND SNAP）
Cinemato Grapher：Okuguchi Makoto（Tsuji Office）
1st Camera Assistant：Shimizu Erika
DIT：Oyama Taito（progressive）
Lighiting Director：Kobayashi Kosei
1st Light Assistant：Omura Kiron
Prop Artist：Sakai Toshihide（TATEO inc）
Art Assistant：Sano Mariko（TATEO inc）
Grip：Taniguchi Takashi（OF）
Camera Car：Arai Keita（S3）
Casting：Yamauchi Tomokazu／Nishimura Kazuyuki（KOSEI）
Location Cordinator：Yamauchi Hiroshi
Stylist：Sugiyama Mayumi／Masuda Mika
Stylist Assistant：Oga Nozomi
Costume（fujii kaze）：YOHJI YAMAMOTO
Hair & Maike up（fujii kaze）：Takai
Hair & Maike up Assistant（fujii kaze）：Morishita Haruka


Color Grading：Ishihara Yasutaka（SONY PCL）
Shooting Editor：Gorilla（vivision）
Offline Editor：Kodama Yuichi（vivision）

VFX：Mizuno Masaki／Kawasaki Kotomi（Khaki）

CGI：Takagane Koji（Khaki）

Mixer：Masutomi Kazune

Producer：Inagaki Mamoru（GEEK PICTURES）
Production Manager：Taniguchi Yuki（GEEKPICTURES）
PM Assistant：Kanazawa Satoru／Takahashi Hiroki／Takeguchi Akefumi／Oshida Keiji／Iwanaga Yasuhiro／Mimori Yosuke／Sakamoto Ryosuke（GEEK PICTURES）／Sato Yosuke（GEEK PICTURES）


CAST
Aoyama Asami
Isse
Ichizo
Kathleen
Saikatsu
Sandy K
Shibamoto Yasuyoshi
Taira Jin
Tateishi Kirara
Tanaka Jin
Daikohara Chieko
Tenkou Mayumi
Hotta Shinzo
Fujii Kaze
MASASHI
Yamaki Koharu
Yoshizawa Kazumi
Ruri


☆ 05.20(wed) release 1st ALBUM "HELP EVER HURT NEVER"(CD)
▶️ https://Fujii-Kaze.lnk.to/HEHN

1. Nan-Nan
2. Mo-Eh-Wa
3. YASASHISA
4. Cause It's Endless
5. Flavor Of Sin
6. Cho Si Noccha Te
7. Tokuni Nai
8. I'd Rather Die
9. Hey Mr.Wind
10. SAYONARA Baby
11. Kaerou


【First Edition】 ¥4,000(+tax) UMCK-7064/5
＜Bonus＞
・Special booklet
・HELP EVER HURT COVER ＜11 songs＞
1. Close To You
2. Shape Of You
3. Back Stabbers
4. Alfie
5. Be Alright
6. Beat It
7. Don't Let Me Be Misunderstood
8. My Eyes Adored You
9. Shake It Off
10. Stronger Than Me
11. Time After Time

【Normal Edition】 ¥3,000(+tax) UMCK-1659
【Digital】 ¥2,100(+tax)



iTunes Store: https://itunes.apple.com/jp/artist/%E8%97%A4%E4%BA%95-%E9%A2%A8/1486113150?app=itunes&at=10I3LI&ls=1
Spotify: https://open.spotify.com/artist/6bDWAcdtVR3WHz2xtiIPUi
YouTube Music: https://music.youtube.com/channel/UCxjfYUXFwmjUCGHMeBri5_w
Amazon Music: https://music.amazon.co.jp/artists/B0819FY3KC?ref=dm_sh_e043-549a-9e40-b221-a1efe
LINE MUSIC: https://music.line.me/artist/mi0000000011ec3db5

Official APP: http://c-rayon.com/fujiikaze/
Official site: http://fujiikaze.com/
Instagram: http://Instagram.com/fujiikaze
twitter: https://twitter.com/FujiiKaze



Go Home
Written by Fujii Kaze
Prod by Yaffle

Mixing Engineer Masahito Komori
Recording Engineer Yoshimasa Wakui / Daishi Iiba(birdie house)
Recorded at AOBADAI STUDIO / ABS RECORDING STUDIO
Mixed at ABS RECORDING STUDIO
Mastering Engineer Tsubasa Yamazaki
Mastered at EELOW

Drums Leon Yuki
Electric Bass Naoki Kobayashi
Percussion Takashi Fukuoka
1st Violin Rina Odera
2nd Violin Natsue Kameda　
1st Viola Mikiyo Kikuchi
2nd Viola Reiichi Tateizumi
Cello Yuki Mizuno
Acoustic Piano Fujii Kaze


You are melting into sunset
I am fading into sunrise
If our path never cross again
Then, that is the way it is

You're turning on the lamp
I'm searching for the light
We both have nothing to fear, nothing to lose
We both have nothing at all in the first place

See you, see you again
Those boys' eyes aren't innocent anymore
Those evening bells are ringing out but can't be heard anymore
That is, that is almost like
Everything seems to be over
Far from it, We've got a long way to go, and I'll never forget...

Ah Let's forget everything and go home
Ah Let everything flow away and go home
Though that scar hurts, tho this thirst never be quenched
That doesn't matter anymore, Let's blow them all away

Let's go home with a nice breeze
Let's go home with a gentle rain
What is the use of hating each other
I'm, I'm gonna be the first one to forget


You are worried about the future
I am still attached to the past
This is our last time, I'm supposed to be a God
But still we are too much human

I looked at the world without me
From above, and I found out
It keeps on turning exactly the same as always
That made me feel easy somewhat

See you, see you again
We say farewell at the right before the highway
Leaving all the hustle-bustle behind, I walk alone
Taking, All my life was about taking
And not a bit of giving
Not knowing the meaning of this life I've lived

Ah, Let's give everything and go home
Ah, With empty hands, Let's go home
What we can give is just what we are given
Let's say thank you and be honored
I'm waiting for you, Let's go home
Let's go home where happiness never ends
What can we take with us when we leave this world
Let go of the burdens we're carrying, one by one
What is the use of hating each other
I'm, I'm gonna be the first one to forget

Ah, How am I going to live from today