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關於 staples canada ，我們在網路上蒐集到這些相關的討論、資訊與評價

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在staples canada這個產品中，有1篇Facebook貼文，粉絲數超過8,093的網紅貓的成長美股異想世界，也在其Facebook貼文中提到， 🌪 最近颶風襲美. 目前這邊可能受到外環影響, 也在下大雷雨. 希望美國的讀者安然無恙. 颶風季節, 有甚麼公司可以考慮? https://www.thestreet.com/streetlightning/stock-picks/jim-cramer-hurricane-season-is-...
　同時也有2部Youtube影片，追蹤數超過15萬的網紅pennyccw，也在其Youtube影片中提到，The 1999 NBA season was the 53rd season of the National Basketball Association (NBA). Due to a lockout, the season did not start until February 5, 199...

staples canada 在 貓的成長美股異想世界 Facebook 的最佳貼文

貓的成長美股異想世界 By 貓的成長美股異想世界

2020-08-10 08:16:11 有 109 人按讚
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🌪
最近颶風襲美. 目前這邊可能受到外環影響, 也在下大雷雨. 希望美國的讀者安然無恙.

颶風季節, 有甚麼公司可以考慮?
https://www.thestreet.com/streetlightning/stock-picks/jim-cramer-hurricane-season-is-an-opportunity-for-these-stocks

🌻
忙碌的上週終於結束! 本周發表財報的公司, 我大概只會看一下FarFetch(FTCH), 還有之前研究過的加拿大鵝Canada Goose(GOOS)(聽說他們在台灣開店了.)
(看這兩家, 主要是想要了解一下非必須民生消費品的狀況)

我前陣子有寫過FTCH的初步研究:
https://makingsenseofusastocks.blogspot.com/2020/07/farfetchcom-ftch_29.html

股東們要注意的是, 奢侈品的銷售量是否還在. 這是最近的一篇新聞. 建議做點調查後, 評估一下.

健康第一！疫情傷精品業 消費者不再炫耀高檔奢侈品
https://bit.ly/3ktSITO

一年多前寫過GOOS介紹文: https://bit.ly/2F1BLj6

🌻
個案研究: Alteryx (AYX)
(註: 下面只是我根據簡單的財務數字去做的思考推理. 請投資人再仔細看過財報結果.)

財報後個股的大跌, 到底能不能避掉? 或是要不要避掉? 這其實一直在我想要研究的清單裡--因為若是買成長股, 尤其是高速成長股, 這是一個必經的過程.

而很多人說, 有著訂閱制商業模式的雲端類股, 很抗景氣衰退, 很resilient. 真的是這樣嗎?

Alteryx(AYX)一直是軟體類股裡的模範生, 上周也因為財報後大跌. 雖然現在把這寫出來, 有點晚了, 但我希望藉由這樣的練習, 來拋磚引玉, 來看看自己的思考邏輯有沒有錯. 如果說的有理的話, 那我們大家都可以學到一課(p.s. 這家之前在社群的討論度高, 又是模範生, 所以我follow了一下.)

首先, AYX在Q1/2020的營收成長幅度, 就大幅縮水了. 然後這季的成長繼續下滑: 75%(Q4/2019)-->47%(上季)-->17%(本季).

當投資人在上一季成長"大幅度"往下掉時, 就應該要有警覺心了. 畢竟營收這樣的狂掉, 不能只用業務受到疫情影響來簡單解釋.

上次高層是說, 訂閱制費用只有6%是從疫情受災產業(旅遊, 航空) 的中小企業而來. 這次營收成長幅度更慘, 應該表示範圍擴大了.

而如果營收成長能一次少這麼多, 我能想到的有兩種可能:
1. 是不是可能跟中小客戶佔比有關? 我看到不少財報, 公司都有讓中小企業暫時不用付費.
2. 業主需要做取捨. 而數據分析並不是業務上一定需要. 尤其是, 其他雲端類股, 成長有加速. 而即使沒有加速, 成長萎縮幅度也沒有那麼多.

而IBM在七月底公布財報的時候, 有提到有些公司對於科技上的採購, 因為疫情的影響, 開始有保守心態:
https://www.wsj.com/articles/ibm-earnings-falter-as-coronavirus-accelerates-turnaround-push-11595276624

而後來有看到CIO還是CTO(科技執行長)在調查中有訪問, 會對企業採購上做排序(當初關於美國這邊的資料我沒有留下來, 不過有找到印度的(請見下圖). 記得美國這邊的資料也類似, 就是資安方面的支出不會縮減, 而關於data方面的會.)

從這例子看起來, 軟體業跟民生消費產業一樣, 有些是staples(必需品), 有些是discretionary(非必需品). 有staples特質的公司, 才真的是resilient, or recession-proof.

也就是, non-essential (非必須) vs. mission-critical(任務關鍵--這個字也常出現在這兩季的財報裡).

供參.

🌻
這次疫情概念股之一的Twilio(TWLO), 上週發表財報了. 或許這家公司很多讀者很熟悉. 或許有人不知道. 週四我會簡單來說說我認識的Twilio.

Have a nice week.

Pictures來源:
EarningsWhispers; 網路

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貓的成長美股異想世界

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旅美Cat談趨勢, 談企業經營管理, 談自己做的[美股, 人生]功課, 也談美國所見所聞. 希望我的內容能夠帶給您知識, 讓您增廣見聞, 讓您有所啟發, 甚至在財富上有成長. 也歡迎大家分享與交流.
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staples canada 在 pennyccw Youtube 的最佳解答

pennyccw By pennyccw

2017-12-14 09:53:21 有 1,272 人看過 有 44 人喜歡
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The 1999 NBA season was the 53rd season of the National Basketball Association (NBA). Due to a lockout, the season did not start until February 5, 1999 after a new six-year Collective Bargaining Agreement was reached between the NBA and the National Basketball Players Association. All 29 teams played a shortened 50-game regular season schedule- 61% of the regular 82 games- and the 16 teams who qualified for the playoffs played a full post-season schedule. That season's All-Star Game was also canceled. The season ended with the San Antonio Spurs winning the franchise's first NBA championship, beating the New York Knicks 4 games to 1 in the 1999 NBA Finals.

The second lockout in the history of the NBA lasted from July 1, 1998 to January 20, 1999. NBA owners were seeking changes to the league's salary cap system and a ceiling on individual player salaries. The National Basketball Players Association opposed the owners' plans and wanted raises for players who earned the league's minimum salary.

As the labor dispute continued into September, the preseason was shortened to just two games instead of the normal eight, and training camps were postponed indefinitely.[1] By October, it became the first time in NBA history that games were canceled due to a labor dispute.[2] Further games were canceled by November and December, including the All-Star Game, which had been scheduled to be played on February 14, 1999. The preseason also got cancelled as well.

An agreement between the owners and players was eventually reached on January 18, 1999. When play resumed, the regular season was shortened to 50 games per team, as opposed to the normal 82. As a result, some teams did not meet each other at all during the course of the shortened season. In addition, to preserve games between teams in the same conference, much of the time missed was made up for by skipping well over half of the games played between teams in the opposite conference. 1998--99 was the first season following the departure of Michael Jordan before he returned to play for the Washington Wizards. The New York Knicks became only the second #8 seed to advance in the playoffs by defeating a #1 seed. As of 2013, they remain the only #8 seed to have advanced to the NBA Finals. The Los Angeles Lakers played their final season at the Great Western Forum. Due to the fact that the Great Western Bank ceased to exist two seasons prior, the arena name was replaced by the team name on center court, in anticipation of the move to the Staples Center. The Los Angeles Clippers played their final season at the Los Angeles Sports Arena. The Indiana Pacers played their final season at the Market Square Arena. The Denver Nuggets played their final season at the McNichols Sports Arena. The Miami Heat played their final season at the Miami Arena, although they still played the first two months of the following season at this arena before moving to the American Airlines Arena in January 2000. The Toronto Raptors played their first game in Air Canada Centre on February 21. The San Antonio Spurs became the first former ABA team to win a championship. (As of June 2012, they are still the only ABA franchise with a title; the Nets and Pacers have not won a title, and the Nuggets have never played an NBA Finals game.) The Atlanta Hawks played another season in the Georgia Dome while Philips Arena was constructed for the 1999--2000 season. This season would be the Hawks' last playoff appearance until the 2007--08 season. The Clippers tied the 1988-89 Miami Heat for the longest losing streak to start the season (17) from February 5 till March 11 when they defeated the Sacramento Kings. In December 2009, this record was broken by the New Jersey Nets who lost the first eighteen games of the season. Hall of Fame coach Red Holzman died on November 13, 1998 at age 78.

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All about Allen Iverson !!
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staples canada 在 BonTime Bonnie Youtube 的精選貼文

BonTime Bonnie By BonTime Bonnie

2017-09-05 20:00:01 有 2,527 人看過 有 77 人喜歡
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訂閱BonTime每週看新影片：https://goo.gl/veFXYe
INSTAGRAM：https://goo.gl/HaCg2p
FACEBOOK：https://goo.gl/QmgLmw
BLOG: https://goo.gl/eDLvkP

★影片中的資訊★

Stapleshttps://www.staples.ca/

★ 相關影片 ★
【溫哥華時間】溫哥華慶典｜七一加拿大國慶日
https://youtu.be/ODYG4YQ-GwQ
【實驗時間】挑戰地表最辣泡麵｜韓國辣泡麵2倍激辣
https://youtu.be/yfwD9ZpjazM
【美妝時間】韓國購物彩妝戰利品HAUL Part 2
https://youtu.be/EE1yDNJwnH4


★ 想成為Youtuber ★
如何在YouTube 賺錢 ：https://goo.gl/wg6hWW


★ 關於Bonnie ★
我是Bonnie, 是一個住在溫哥華的香港女生
念完F.4後來到溫哥華念大學
現定居溫哥華

我愛玩，愛吃，愛美！
在這裡頻道裡跟你分享我的生活
無論是跟溫哥華相關的或不相關的，哈哈！


★ 做個好朋友 ★
INSTAGRAM：https://goo.gl/OTvrlq
FACEBOOK：https://goo.gl/QmgLmw
EMAIL：[email protected]


♫ 影片音樂 ♫
Happy Bee by Kevin MacLeod is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/)
Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1300014
Artist: http://incompetech.com/


★ BonTime關鍵字 ★
溫哥華／加拿大／溫哥華必吃／溫哥華美食／溫哥華必去／溫哥華必玩／溫哥華必知／溫哥華留學／溫哥華移民／溫哥華旅遊／加拿大旅遊／加拿大生活／Canada／Vancouver／溫哥華生活／香港／香港人／美妝／開箱／實驗／加拿大150

★ Disclaimer ★
** This video is NOT sponsored **

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Bonnie | From Hong Kong, living in Vancouver Welcome to my channel! I started the channel to document my life in Vancouver, and now became a place where I share my favourites and personal growth. I am an ordinary person who is dreaming to be extraordinary! Growing up is not easy. Let's walk and get old together :)
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