🌻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.
同時也有1部Youtube影片,追蹤數超過9萬的網紅The Regina.,也在其Youtube影片中提到,帳單詳細一算不得了,直逼三萬五的戰利品們😱😱😱 但我還是開心大於心痛的(真的真的,我眼角那不是眼淚😂) 影片中價格打錯的部分請以下方資訊為主,抱歉抱歉! Click For More info↙️ 🔎Social Media🔍 Instagram https://instagram.com/the...
aerie台灣 在 空姐報報Emily Post Facebook 的最讚貼文
💠Del Amo Fashion Center💠是我們在LA殺時間和購物的好去處,雖然沒睡好,還是不影響購物哈哈
而且居然有鼎泰豐耶~我真的太久沒來了!
結果我還真的吃....哇哈哈😂😂
有很多想點的,留著回台灣再吃好了XD ( 也比較便宜😎)
發現一家質料很舒服的內衣與休閒服飾Aerie,一不小心就迷失了~~它是American Eagle副牌,質感和設計都不錯,還有股青春活力的感覺😆😆
#一邊逛mall還一邊打哈欠
#時差會把人逼瘋
#難怪很多同事跟著香港時間作息
aerie台灣 在 Shiny Chest's 美國代購 Facebook 的精選貼文
11/18 中午12點收單
#快閃團 American eagle aerie 內衣
#SHINY感恩回饋價
#SHINY回台省國運
#僅此一檔機會難得
#商品持續增加中
#商品收單日期價格還有尺寸都在圖片中
#美金匯率在飆車中
他們有薄墊/有墊/厚墊/可拆肩帶(有止滑細條)
什麼都有 🔥🔥🔥而且現在第二件只要10塊美金
👉選購網址 在這兒
https://www.ae.com/aerie-bras/aerie/s-cat/4840012…
【訂購方式】
直接在圖片下面留言,尺寸+顏色+件數
等我買好了,回過頭跟大家請款
沒有交易過的買家請先私訊給我,謝謝 www.facebook.com/messages/ShinyChest
【運送方式】
郵局
【匯款帳號】
郵局/台灣銀行
【工作天數】
12/9郵局出貨
aerie台灣 在 The Regina. Youtube 的最讚貼文
帳單詳細一算不得了,直逼三萬五的戰利品們😱😱😱
但我還是開心大於心痛的(真的真的,我眼角那不是眼淚😂)
影片中價格打錯的部分請以下方資訊為主,抱歉抱歉!
Click For More info↙️
🔎Social Media🔍
Instagram https://instagram.com/thereginatw
Facebook https://www.facebook.com/thereginatw/
Official Blog http://theregina.com/
微博Weibo http://www.weibo.com/thereginatw
B站 http://space.bilibili.com/67431652/#!/index
🔹Business Inquiries🔹
littleblow312@gmail.com
影片中提到的返利網TopCashback使用方式
影音版教學
https://youtu.be/y4u4wilKb3s
圖文版教學
http://theregina.com/2016/11/24/tcb-designinversobag/
Black Friday黑五期間限定!
註冊TopCashBack黑五直接送17$美金
台灣時間11/15-12/03
透過這連結👉 https://goo.gl/e3C32H 註冊成為TopCashback會員
將會自動獲得註冊獎勵17$美金,獎勵金會在透過返利網完成第一筆交易後確認後方可提現
(我不會透過連結獲得任何分潤利益,請安心註冊使用😊)
每人活動期間只能註冊一個帳戶,不可以重複參加
如發現惡意操作,TopCashback有權收回返利
items in Video📌
車牌造型紀念品 約TWD$150
臘腸插畫畫版 約TWD$600
Sleep No More Mask 門票約TWD$3000
TAMPAX棉條綜合包 約TWD$380
我愛紐約馬克杯 約TWD$90
迪士尼-
阿齊造型馬克杯 約TWD$660
米奇造型吸管 約TWD$280
Aerie-
Underwear 內褲 約TWD$125/件
Strapless Bra 內衣 約TWD$665
Gummy Belly 啤酒杯小熊軟糖 約TWD$270
Lifesavers Gummies 莓果軟糖 約TWD$80
Sweetarts Ropes 軟糖條 約TWD$60
KitKat minis Chocolates 巧克力 約TWD$120
Hostess donettes 迷你甜甜圈 約TWD$90
Poo Pourri-
Before You Go Toilet Spray 60ML 馬桶芳香噴霧 約TWD$300
Before You Go Toilet Spray Mini 馬桶芳香噴霧隨身瓶 約TWD$150
OUAI Hair Oil 護髮油 約TWD$840
The Body Shop-
Tea Tree Skin Clearing Facial Wash 茶樹淨膚深層潔面膠 約TWD$300
Tea Tree Oil 茶樹精油 20ML 約TWD$400/瓶
Tea Tree Tarfeted Gel 茶樹淨膚除點隨身棒 約TWD$200/支
The Ordinary-
100% Organic Cold-Pressed Rose Hip Seed Oil 冷壓玫瑰油 約TWD$300
100% Plant-Derived Squalane 植物性角鯊精華 約TWD$240
Hyaluronic Acid 2% + B5 保濕精華液 約TWD$200
Matrixyl 10% + HA 抗老精華液 約TWD$345
“Buffet”全面修護精華液 約TWD$440
Serum Foundation #1.1N 精華粉底液 約TWD$200
Philosophy hope in a jar 一瓶希望保濕霜 約TWD$1170
金色髮夾 約TWD$270
Real Techniques BLEND + BLUR CONTOUR BRUSH 牙刷型粉底刷 約TWD$510
Albeit-
Powder Brush 蜜粉刷 約TWD$670
Concealer Duo 雙色遮瑕盤 約TWD$528
milani-
Eyeshadow Palette #07 Basic Mattes 霧面眼影盤 約TWD$330
Rose Powder Blush #01 Romantic Rose 玫瑰腮紅盤 約TWD$270
Conceal + Perfect 2-in-1 Foundation #00 完美遮瑕粉底液 約TWD$300
Color Statement Matte Lipstick #69 霧面唇膏 約TWD$180
KIKO-
VELVET PASSION MATTE #329 霧面絲絨唇膏 約TWD$360
Creamy matte foundation #01 霧面粉底液 約TWD$500
RADIANT FUSION BAKED POWDER #01 光澤烘焙粉餅 約TWD$480
Tarte-
shape tape contour concealer #Light Neutral 液態遮瑕膏 約TWD$810
Tarteist Lip Wardrobe Volume II #Fomo mauve 液態唇露 約TWD$360
Blush Bazaar Amazonian Clay Blush Palette 十色腮紅盤 約TWD$1320
e.l.f.-
Highlighting Brush 打亮刷 約TWD$90
Crease Brush 眼影刷 約TWD$90
Detail Crease Brush 細部眼影刷 約TWD$90
Eyeshadow Palette #Everyday Smokey 煙燻灰眼影盤 約TWD$300
Clay Eyeshadow Palette #Necessary Nudes 大地裸色調眼影盤 約TWD$180
Complete Coverage Concealer 四色遮瑕盤 約TWD$90
Blush Palette 四色腮紅盤 約TWD$180
Blush #Mellow Mauve 約TWD$90
Blush #Blushing Rose 約TWD$90
Shimmer Highlighting Powder #Sunset Glow 打亮 約TWD$180
Illuminating Palette 打亮修容盤 約TWD$180
No7 Stay Perfect Foundation #Calico 完美無瑕粉底液 約TWD$480
Sleek Blush #Rose Gold 腮紅 約TWD$480
Makeuo Geek Kathleen Lights Highlighter Palette 三色打亮修容盤 約TWD$1170
HOURGLASS Modernist Eyeshadow Palette #Obscura 大地色眼影盤 約TWD$1740
NARS Radiant Creamy Concealer #Medium 1 迷你遮瑕膏 約TWD$390
Cover FX Illuminating Setting Spray Mini 迷你定妝噴霧 約TWD$450
HUDA BEAUTY Liquid Matte Lipstick #Trendsetter 液態唇露 約TWD$600
Tom Ford Lip Color Matte #Pussycat 霧面唇膏 約TWD$1600
📎附上的參考價格都是商品單價換算,不包含任何稅金、刷卡手續費等等。
Giveaway🎈
影片有乖乖看完嗎?
今天要送出Sephora會員點數兌換的點點長方托盤x1加碼贈送隨機e.l.f腮紅x2
抽獎活動請到粉絲團去參加🔗
https://www.facebook.com/thereginatw/posts/1729988910379518
名額有三位
參加抽獎方式:
1.到臉書連結👆去按轉發影片的貼文讚
2.我的IG/FB/Youtube頻道幫我點一下follow😊
3.請在FB公開轉貼這支影片分享給更多人看見,tag一位好友並且留言本影片你對哪個戰利品最心動
(一定要留言唷,我在FB用留言抽出得獎人😊)
🔛徵求中/英字幕小幫手🔛
如有意願幫忙製作中文/英文字幕的朋友
請來信littleblow312@gmail.com聯繫確認,以第一位寄信者優先
完成字幕上傳後,我會寄出卡片與禮物表達我的謝意:)
附上上傳字幕教學:https://goo.gl/uBqJPm
已認領字幕的影片就不需要再重複認領囉!
📌
使用相機:Panasonic GF7+12-32
剪輯軟體:Final Cut Pro X
Thanks for your watching!
xoxo
🎵Bensound-summer
*This video is not sponsored.
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企画・ボイス:@海月シェルShell Ch. https://youtu.be/V4L3YuhCUEYトラックメーカー:音鳴マシタhttps://www ... ... <看更多>