🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
同時也有1部Youtube影片,追蹤數超過0的網紅CarDebuts,也在其Youtube影片中提到,CORDOBA, Argentina – Nissan has delivered on its promise to Argentina by announcing the start of production of its Nissan Frontier pickup in Cordoba, ...
「the future project jobs」的推薦目錄:
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the future project jobs 在 Lee Yvonne Facebook 的最佳貼文
If you love something, you have to protect it.
I am a lover of the sea 🌊
It saddens me to see the ocean being polluted by rubbish and coral reefs facing a multitude of threats.
Being part of the Coral Conservation Project organised by Lions International and @udivemalaysia in collaboration with @reefcheckmalaysia has opened up my eyes to what I can proactively do to save the earth. It is through being mindful of my actions and making efforts to educate others on the importance of preserving the stunning beauty of the ocean and its coral reefs that the future generation will get to enjoy all that we have been able to so far.
Coral reefs are a productive ecosystem and they are a vital breeding ground for thousands of species of fish. They are very effective for absorbing elements coming from the ocean as they reduce the damage caused by storms and even the energy of tsunamis.
If they actively get destroyed, we lose a critical habitat that will tip the balance of nature. They provide jobs and income to local economies from recreation, fishing and tourism.
Therefore, it is so important to unite to protect the reefs ✊🏼
I had so much fun learning about coral planting and doing my part collecting rubbish underwater. The entire team worked really hard to make this project a success; from transporting the heavy steel structure that was used as the base for coral breeding, to collecting healthy reefs for the plantation and also cleaning the ocean. I’m so glad to be part of this meaningful project and it is a great start for me to advocate for this good cause! 😊
#Tioman #Udive #ScubaDiving #coralconservation
the future project jobs 在 โหรฟันธง ลักษณ์ เรขานิเทศ Facebook 的最讚貼文
ช่วงนี้สถานการณ์โควิดคลี่คลาย หลาย ๆ คนก็เริ่มกลับเข้าสู่โหมดทำงานตามปกติ บางคนก็คิดปรับปรุงกิจการ เปลี่ยนแปลงให้สอดคล้องกับยุค new normal แต่สำหรับชาวราศีมังกร ที่คิดจะลงทุนหรือทำอะไรใหม่ ๆ ขอให้เตรียมวางแผน ศึกษาหาข้อมูลก่อน ละเอียดรอบคอบ เตรียมความพร้อมกันก่อนนะคะ รอเวลาฟ้าเปิดในช่วงเดือน ก.ย. ค่อยเดินหน้า อดใจรออีกสักนิดนะคะ สิ่งดี ๆ กำลังจะเกิด ไม่นานเกินรอค่ะ
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ราศีมังกร (ส่งผลวันที่ 17 ก.ค.-13 พ.ย. 63)
ดาวเสาร์ (๗) ดาวประจำตัวและ ดาวพฤหัสบดี (๕) เจ้าเรือนสหัชชะ/วินาศ โคจรถอยหลังมาเป็นเกษตราธิบดีในเรือนวินาศแล้วยังเล็งกับดาวราหู (๘) เจ้าเรือนการเงินร่วมกับดาวศุกร์ (๖)การงาน ที่อยู่ในภพอริ
: ส่งผลให้ลัคนาราศีมังกร ควรงดลงทุนก่อนในช่วงนี้เพราะจะเกิดปัญหาและมีความเสี่ยงในการลงทุนสูงหากมีจำเป็นจะต้องมีการใช้เงินในลงทุนเพิ่ม หรือขยับขยายกิจการหรือคิดลงทุนในโปรเจ็คใหม่ ๆ สำหรับช่วงนี้ก็ต้องเพิ่มความระมัดระวังและคิดวางแผนให้รอบคอบมากขึ้น
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ใครมีคำถาม ต้องการคำตอบ สับสนในชีวิต หรือแค่อยากระบายให้ใครสักคนได้ฟังและให้คำแนะนำที่เหมาะกับดวงชะตา ติดต่อเรานะคะ ทีมโหราศิษย์ฟันธง โครงการของเราสิ้นสุด 31 ก.ค. นี้แล้วนะคะ อย่าพลาด!!
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❗❗ไม่ทราบเวลาเกิด ไม่รับตรวจดวงนะคะ ❗❗
During this time, many COVIDORS are starting to get back into normal working mode. Some people think to improve their business in accordance with the new normal era. But for the dragon people who think to invest or do something new, prepare to plan to study and find information in the future. Let's get ready. Wait for the opening time during the month of July. Y. Keep moving forward. Please wait a bit. Good things will happen. Not too long.
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Dragon zodiac (resulted on 17 July July 13-13 May Sep. 63)
Saturn (7) congenital star and Jupiter (5) Suspension / Vincent orbiting backwards to be an Agriculture in a Vincent and then aim for a Rawara (8) ) Financial Germain with Venus (6) Jobs in Pori
: The result of the Dragon's luck should not invest earlier during this period. There will be problems and high investment risks. If there is a need to spend money on investments or expand their business or think about investing in new projects for this period. Need to add more caution and plan more carefully.
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Who has questions, needs answers, confusing in life, or just want to vent to someone to listen and give advice that fits your fate. Contact us. Our team of astrology students. Our project ends 31 July. .. It's here. Don't miss it!!
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❗❗ I don't know when I'm born. I won't check myTranslated
the future project jobs 在 CarDebuts Youtube 的最讚貼文
CORDOBA, Argentina – Nissan has delivered on its promise to Argentina by announcing the start of production of its Nissan Frontier pickup in Cordoba, Argentina.
Representatives of the Argentine government and Nissan executives attended a ceremony this morning to officially kick off production and present the first Nissan Frontier assembled in the country.
The ceremony was honored with the presence of the president of Argentina, Mauricio Macri, and other senior government officials including Juan Schiaretti, governor of Cordoba Province. Nissan was represented by the president and CEO of Nissan Motor Co., Ltd., Hiroto Saikawa; Jose Luis Valls, chairman of Nissan Latin America; and Diego Vignati, managing director of Nissan Argentina. Luis Fernando Pelaez Gamboa, president of Renault Argentina, also attended.
During the ceremony, Saikawa highlighted the importance of Latin America in accomplishing the company's midterm plan, Nissan M.O.V.E. to 2022, which aims to achieve sustainable growth worldwide.
"Three years ago, Nissan decided to bet strongly on Argentina," said Valls. "We announced the arrival of Nissan to the country as a subsidiary and OEM, confirming a big investment that supports our plan to become one of the top automotive brands in the region. Today, we are honoring that commitment and celebrating the start of production of the Nissan Frontier. Today, we are delivering on our promise to Argentina."
The manufacturing project in Cordoba is the result of a $600 million investment to build a new, modern pickup assembly line as well as a test track specifically designed for pickup trucks. The project will generate about 1,000 direct jobs and 2,000 indirect jobs. Nissan will also work with local suppliers to create synergies that will be further amplified in the future to increase collaboration with local vendors.
With the start of production in Cordoba, Nissan Argentina joins the Nissan Frontier global manufacturing network, alongside Thailand, China, Mexico and Spain, and consolidates its position as a key vehicle manufacturer in Argentina.
The new assembly line will have the capacity to produce 70,000 vehicles a year for Alliance partners Nissan and Renault – as well as Daimler – with 50 percent destined for export. Brazil will be the first country to import the Argentina-made Nissan Frontier.
The Nissan Frontier made in Cordoba is based on an 80-year legacy of global experience in manufacturing light commercial vehicles. It's also the result of a two-year research project on driving conditions specific to Latin America.
The project brought together a team of 120 Nissan experts from around the world, including engineers and quality specialists, who joined forces to guarantee top Japanese quality, reliability and durability – on which Nissan has grounded its reputation and successfully positioned the Frontier in the global pickup segment.
Manufacturing of the Frontier in Cordoba is the result of the synergy and collaboration of Renault-Nissan-Mitsubishi. Nissan, Renault and Mercedes-Benz 1-ton pickups will be manufactured at Renault's industrial complex in Cordoba, the last being part of a collaboration agreement between the Alliance and Daimler. The three pickups will share structural components while preserving their own brand identities, design and distinctive features.
![post-title](https://i.ytimg.com/vi/9skhat6IcXQ/hqdefault.jpg)
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the future project jobs 在 Career/Job Exploration Research Project: Plan for the Future! 的推薦與評價
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