關於 ford stock ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻美國生活. 不自由, 毋寧死.

上週跟美國朋友聊天, 提到打疫苗的事情.

我: 我不瞭解為什麼有些美國人不去打疫苗. 我覺得不打疫苗, 會妨礙到其他人, 尤其是會威脅到別人的生命的話, 那更不應該.

朋友: 你在這邊住了那麼久, 還不了解美國人嗎(然後給了我一個這樣的臉😏)? 我們兩百多年前就有這樣的精神了(指的是美國獨立戰爭).

朋友看我一臉困惑, 又說: 打不打疫苗, 也不能是別人告訴我們要不要打. 這應該是由我們自己來決定的.

我(恍然大悟): 所以美國人決定打疫苗, 是要讓"自己"說服自己去打. 這是美國人的"自由"精神. 這也跟"會不會威脅到他人生命"是兩回事.

接著又說: 那我還真聽話, 疫苗出來就乖乖去打了.

朋友(很高興我"得到"了): 所以你住了那麼久, 還是沒得到美國精神! (然後又給了我一個這樣的臉😏)

"儘管如此，並非每位接受法新社訪問的民眾都支持紐約市這項政策，有些商家認為這會讓顧客打退堂鼓。

47歲的塞繆爾（Samuel）坐在曼哈頓一家愛爾蘭酒吧吃午餐，他說：「這不是美國作風，我不喜歡被迫做某件事。」他自己雖然有接種疫苗，但認為這應是個人選擇。"

紐約市率先推疫苗護照 不打疫苗很多地方去不了
https://udn.com/news/story/121707/5682922

🌻之前研究過的電商Farfetch(FTCH)發表財報了. 不過還沒看財報結果就是.

之前中國一直在打壓各種產業, 心裡就在想會不會輪到奢侈品. 沒想到真的有這新聞:

中國政府喊話"合理調節過高的收入" 奢侈品股價全線暴跌 騰訊承諾投資500億元人民幣 以支持"共同繁榮“的號召
https://hk.investing.com/news/stock-market-news/article-183732

🌻分享一下我平常看個股基本面(fundamental)的資料來源.

除了公司的年報, 財報, 財經刊物外, 我也會看劵商網站提供的報告.

比較了幾間劵商網站的基本面報告來源(p.s.網站也會提供技術面, 不過這邊只提基本面的報告):

Charles Schwab:
Argus, Briefing.com, Credit Suisse(瑞銀), Economist Intelligence, MarketEdge, Morningstar(晨星), Reuters, CFRA (Formerly S&P) and Vickers.

E*Trade (好像只有居住在美國的投資人才可以開戶):
主要有Morgan Stanley的報告; 也有TipRank分析師對個股的評價
(這家也是我的首選)

First Trade:
主要有Morningstar的報告

TDAmeritrade:
New Construct, Ford Research, CFRA, The Street

🌻為什麼夏季的影集會有聖誕節場景?
美國的電視劇情都常會符合當季的氣氛. 比如說, 如果有聖誕節場景, 那通常會在冬天撥放.

所以當我前兩天看到Apple TV+影集"Ted Lasso"中, 出現聖誕節場景時, 心裡也是起了個問號.

沒想到前幾天看報紙時, 報上有這樣一篇的報導.

原來, Apple TV希望將自己定位成一個積極樂觀的頻道, 所以很多自製的內容, 都跟這有關. 而Ted Lasso中一再出現的字"Believe"(相信), 也跟這有關:
But it’s “Ted Lasso” (despite the florid cursing of character Roy Kent and some decidedly adult comedy) that epitomizes the optimism Apple tries to project in its product marketing and much of its programming. Apple TV+ launched with the tagline “Stories to believe in”; in “Ted Lasso,” “BELIEVE” is a message taped over a locker-room doorway.

而第二季第一集的主題是"害怕與失去". 男主角自己寫的台詞, 也挺有哲理. 大意是, 存在於自己生命中, 讓自己會哭(因為恐懼)的人事物, 在離開自己生命時, 也會讓自己哭. 為什麼這個曾經讓自己哭泣的人事物離開後, 自己還會哭呢(不是應該高興嗎)?

因為這樣的哭, 應該是喜極而泣, 因為了解到它讓自己成長了, 讓自己的心智到了另一個更好的境界.

Eventually Mr. Sudeikis convinced the show’s handlers that the scene set up a crucial chain of emotional events in the episode—paying off with a speech by Ted about fear and loss, and a dog he once knew: “You know, it’s funny to think about the things in your life that can make you cry knowing that they existed, can then become the same things that make you cry knowing that they’re now gone,” the coach says at a press conference. “I think those things come into our lives to help us get from one place to a better one.”

From: https://www.wsj.com/articles/a-ted-lasso-christmas-episode-comes-to-apple-tv-in-august-why-11628773203

🌻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.

Động cơ hiệu suất cao 4cyl 2.0L tăng áp (mã K20C1) của Civic Type R mạnh 306 mã lực được Honda bán riêng dưới dạng động cơ thùng, sẵn ECU và dây điện!

Động cơ K20C1 sẽ bắt đầu được “lên kệ” tại các đại lý ở Mỹ kể từ từ ngày 1 tháng 5 năm 2021 sắp tới. Giá bán 9.000 USD (khoảng 207 triệu đồng, mức giá đó đã bao gồm đầy đủ bộ phận đi kèm và bộ điều khiển). Giá bán của động cơ 4cyl K20C1 gần bằng với động cơ Coyote V8 5.0L của Ford có giá 9.874 USD (đã bao gồm gói điều khiển OEM).

Động cơ K20C1 là động cơ 4cyl dung tích 2.0L tăng áp, phun xăng trực tiếp, sản sinh công suất 306 mã lực và 400Nm (Stock). Động cơ nổi tiếng này của Honda không chỉ được sử dụng trên Honda Civic Type R, mà nó còn được nhiều xe đua sử dụng bao gồm xe đua F4, F4 sử dụng ở các giải đua như IndyCar và nhiều giải đua xe sức bền khác.

Động cơ K20C1 có tiềm năng để các tuner phát triển hiệu suất cao vượt xa thông số kỹ thuật tiêu chuẩn, khi qua tay các tuner động cơ này có thể đạt công suất 800 mã lực gấp đôi nguyên bản hoặc hơn nữa tùy thuộc vào chi phí và mục đích phát triển!
#Honda #CivicTypeR #K20C1 #HondaPerformance

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LAS VEGAS — Today the Colorado ZR2 will be competing in its third Best in the Desert’s General Tire Vegas to Reno race. Since the truck made its debut at the 2017 Vegas to Reno, the ZR2 has been piloted by Chad Hall of Hall Racing in 11 Best in the Desert races, logging 3,275 miles in some of the most challenging off-road conditions imaginable.

A total of 434 vehicles have competed in all 11 races in the Best in the Desert series since the ZR2’s race debut. As a testament to the grueling nature of off-road racing, the ZR2 is one of only four vehicles — fewer than 1% of total entrants — that completed each of these 11 competitions.

“Our goal with the Best in the Desert competition is to push the engineering and development of the Colorado platform in the most extreme conditions imaginable,” said Mark Dickens, chief engineer, Government Programs, Performance Variants, Parts and Motorsports. “We’ve already learned things over the past two years that have shaped our off-road portfolio, including the performance parts and motorsports catalog, production vehicles and GM Defense projects.”

Not only has the ZR2 survived the challenges of the Best in the Desert series, but the Chevrolet and Hall Racing teams have found ways to make the truck more robust and efficient since its debut. The truck finished its first 2017 Vegas to Reno in 18 hours and 51 minutes. The following year, the ZR2 improved its finishing time by more than four hours to 14 hours and 34.5 minutes.

The production-based ZR2 is one of the only vehicles that competes in the stock 7300 class. It regularly beats the race times of a wide range of off-road vehicles — everything from dune buggies to modified Ford Raptors, Jeep Wranglers and trophy trucks in the more extreme and well-represented Class 6000 and 6100 classes.

World-renowned off-road racer and engineer Chad Hall received one of the first Colorado ZR2s ever built in May 2017, and he’s been running it ever since. His vehicle began life as a Red Hot Crew Cab ZR2 powered by a 3.6L V-6 engine paired with an eight-speed automatic transmission.

This vehicle was modified with prototype suspension and driveline parts that were developed into 15 factory race components now available to Colorado ZR2 customers. The truck has since been updated with the same production parts available through the Chevy performance catalogue. This portfolio includes race-tuned versions of ZR2’s Multimatic Front and Rear Long Travel DSSV shocks with up to 15 percent more suspension travel in the front and 10 percent in the rear.

Other factory racing parts include a 1.5-inch Body Lift System, Front and Rear Jounce Shock Systems, ZR2 Steel Driveshaft, Plunging Ball Spline Half Shaft System and severe duty Tie Rod Sleeve Systems.

“In off-road racing, your speed comes from your suspension, not your engine. Usually, when you modify the suspension on a stock truck, the rest of the truck can’t keep up with it,” said Chad Hall. “However, the Colorado is such a great platform, everything seems to work at the same level. This is true even during off-road races, which are some of the most punishing miles you’ll ever put on a truck.”

Hall’s race truck was recently upgraded with ZR2 Bison skid plates on its engine, transmission and differential as well as other American Expedition Vehicles Colorado accessories such as Crestone DualSport beadlock wheels and a snorkel for air filtration while racing in dusty climates. For its third year, the ZR2 race truck also receives a new wrap that incorporates the GM Defense logo and additional HID KC HiLiTES to improve nighttime visibility.

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