🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
trust me you can make it意思 在 EZ Talk Facebook 的最佳解答
#EZTALK #你不知道的美國大小事
#2020美國總統大選 #Biden #VirtualConvention
🇺🇸The Democratic National Convention
📢2020美國民主黨全國代表大會「虛擬」揭幕
2020年美國總統大選倒數⏱民主黨全國代表大會上,來看看各個演說人,包括前第一夫人米雪兒歐巴馬,說了些什麼吧🤔
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看單字前,讓 Libby 編考考大家
👉一樣都是指「疾病流行的」,epidemic 跟 pandemic 有什麼不同呢 👀
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1⃣ kick off 「(活動)開始、拉開序幕」:足球用語,指球賽開賽,在文中延伸為「(活動)拉開序幕」。名詞為 kickoff。
2⃣ delegate「代表」:文中指的是民主黨代表,美國總統選舉初選時,民主黨有些黨代表可以根據自己意願投票,無需理會初選時的選民意願。
3⃣ nominate「提名」:當動詞。名詞「提名」為nomination,名詞「提名人」為nominee。
4⃣ cast one’s vote「投下選票」
5⃣ beam「發射電波,播送」:beam當名詞有「光束」之意,這裡作為動詞,有「播送」的意思。
6⃣ epidemic「(疾病)局部流行的」
7⃣ fan「煽動」:這裡當動詞,有「煽動、激起」之意。
8⃣ pandemic「(疾病)大規模流行的」
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On Monday, August 17, the Democratic National Convention kicked off at the Wisconsin Center in Milwaukee, Wisconsin. Over the next few days, prominent Democrats will give speeches on why voters should vote President Trump out of office and give the Democratic Party another chance to govern. And then the delegates will gather to nominate former senator and vice president Joe Biden and Senator Kamala Harris as the Democratic candidates for president and vice president in the 2020 U.S. presidential election.
八月17日星期一,美國民主黨代表大會在威斯康辛州密爾瓦基揭開序幕。接下來幾天,許多民主黨大老將發表演說,力勸選民用選票將川普踢出白宮,給民主黨重返執政的機會。接著黨代表將聚集在一起,提名資深參議員及前美國副總統喬拜登以及參議員賀錦麗,作為參選 2020 年美國總統大選的總統與副總統候選人。
But perhaps “gather” isn’t the right word. The delegates will be casting their votes from home, and all the speeches—some live, some pre-recorded—will be beamed to a screen in the convention center, where there will be no audience to laugh, cheer, clap or boo. Yes, because of the coronavirus epidemic, for the first time ever this year’s Democratic Convention is a virtual convention.
不過,用「聚集」這個字可能不太對。黨代表會在各自家中投票,而且所有的演說(有的是直播,有的是預錄)會在代表大會中心轉播,那裡將不會有觀眾大笑、歡呼、鼓掌或給噓聲。沒錯,因為新冠病毒疫情的關係,今年的民主黨代表大會首次以虛擬方式進行。
The first night of the convention, hosted by Desperate Housewives actress Eva Longoria, featured speeches by New York governor Andrew Cuomo, Senator and former presidential candidate Bernie Sanders, and former first lady Michelle Obama. What did they have to say? Here are a few quotes:
大會第一天晚上由〈慾望師奶〉演員伊娃隆格莉亞主持,當天演講者包括紐約州州長安德魯庫莫,參議員及前美國總統候選人伯尼桑德斯、以及前第一夫人米雪兒歐巴馬。他們當天說了什麼呢?以下是他們說的一些話:
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“Our collective strength is exercised through government. It is, in effect, our immune system. And our current federal government is dysfunctional and incompetent.” —Andrew Cuomo
「我們的集體力量會透過政府得以運作,就像我們的免疫系統一樣。目前的聯邦政府功能失調又無能。」 ──安德魯庫莫
“Nero fiddled while Rome burned. Trump golfs. His actions fanned this pandemic, resulting in over 170,000 deaths and a nation still unprepared to protect its people.” —Bernie Sanders
「羅馬大火時皇帝尼祿邊看邊彈琴。川普則是打高爾夫。他的舉動煽動了這場大疫情,造成超過17萬人死亡,而舉國上下仍然沒有準備好要保護人民。」 ──伯尼桑德斯
“If you think things cannot possibly get worse, trust me, they can. And they will if we don’t make a change in this election.” —Michelle Obama
「如果你覺得事情絕不可能再惡化下去,相信我,會的。而如果我們不透過選舉改變這一切,惡化勢必會發生。」 ──米雪兒歐巴馬
trust me you can make it意思 在 絕情少年 ZENBØ Facebook 的精選貼文
沒什麼意思
我個人是不太能接受”流行語“放入歌裡
有些人可能會說“醬才流行啊年輕化ㄚ”
但是我覺得這種東西會有時效性的
等你過了十年再來看的時候
大概就像現在你回頭看......
『Trust me you can make it』
『再忙也要跟你喝杯咖啡』
『KTV(K你踢你比個勝利V)』(暴露年紀)
『只有他抓得住我』
『ㄘㄟˊ~~~~』(麻辣鮮師口吻)
『OGC 』(這還有人在用嗎....)
其實蠻過時的不是嗎 ^.^
開放下面列舉流行語歌曲大推薦~
其實我想說的是流行總有一天會過時,在流行妳也會變成所謂的”俗“
創造雋永才是身為一位富有想法的創作者該做的事情吧 對不對 ?