🌻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10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
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just go ahead 意思 在 Claudia Mo/毛孟靜 Facebook 的最佳解答
用 #英文 講 #下台階: #an #out
#a #climbdown
—————
可有聽過這句話?「人生在世不外處理三面:人面、場面及情面」。一句過,也就是面子問題。
於是,見到有人困於尷尬處境,要幫他挽回面子,可以給他一個下台階,讓他脫困。
下台階,英文怎麼說呢?有人會直譯 bottom bench、或 down the steps,當然都不對。也有意譯:
•Try to make the situation less embarrassing. 嘗試令情况沒那麼尷尬。
但這樣形容不夠完善,因為可以純粹是打個哈哈打圓場,缺乏下台階包含的實質意思。
另有一句:
•With diplomatic skill, the man sitting opposite had offered him a way out. 坐在他對面的男子,以外交手腕給他一個下台階。
A way out 出路,亦即我們常說的 exit strategy 離場策略。
To offer A WAY OUT,有更簡單的講法,是 to give AN OUT,就直接等於「給人一個下台階」。
不要以為 an out 只不過是 a way out 的縮短版,事實是 an out 本身就有清晰的字典解釋:
An excuse or reason for avoiding an unpleasant situation. 避免不快場面的藉口,或理由。
•We must arrange the negotiations so we have an out if we need it. 我們必須搞好談判安排,以備有需要時體面地離場。也就是下台階。
•I honestly don't want to go to that gathering, I wish I have an out. 我真的不想去那個聚會。我希望我有個好的藉口。
•Our suggestion gave her an out, if she was willing to take it. 我們的建議給了她下台階,還看她是否願意接受。
也有對話作例:
•甲:Thanks much for your help just now. 謝謝你剛才幫忙。
乙:Glad to give an out. 樂意提供一個下台階。
也即是說,既可向人提供 give an out;亦可以自給 have an out,自找出路。
要留意的是,英文的 an out 多純粹指避開尷尬不快的場面,回看中文下台階牽涉的「面子」成分,就重許多了。
或問,可否亦用 offer a climb-down?也可以。Climb-down 指往下爬,意境更見清晰。最大的分別,是一般指已見敗局,自行鳴金收兵:a retreat,as from an indefensible opinion or position 一己之見站不住腳而退場。
看這句英國新聞標題:
Coronavirus laws may not go ahead — as PM mulls a climbdown. 防疫法例或未能通過——首相(Prime Minister)考慮自找下台階。//
just go ahead 意思 在 Positiff English 職場英語教室 Facebook 的最佳貼文
月尾糧尾
同事約你happy hour
你唔想再洗錢
除咗"no money”"poor guy"
你仲可以點樣回應同事呢
👩🏻🏫Different ways to say "I have no money."
📝 ✏️Examples:
▪️ I'm skint.
▪️ I'm broke.
▪️ I'm a little cleaned out.
▪️ I'm temporarily in the red.
▪️ (formal) My finances are a bit strained.
I'm a little short on cash lately. It's the month end and I gotta pay my rent, man. You guys have fun.
Or just say.....
I'm on diet. You guys go ahead.
.
......
考試課本上的題目和內容
跟日常生活脫節
反映出 填鴨式教育制度的失敗
公開考試學到的深字
究竟又有幾多個在日常生活應用得到呢
我會在這平台
多分享實際情境會運用到的英語例句
破解令人大惑不解的詞組意思
#hkig #english #英語發音 #停課不停學 #香港港學生 #輕鬆學英語#求職資訊 #hongkong
#辦公室 #扮工一族 #打工 #工作態度 #職場#職場英語 #英語 #英語發音 #停課不停學 #香港打工仔 #workplaceEnglish #workplacewellness #worklifebalance #dailyEnglish #englishlearning #hkjobs #interview #ielts #考試 #hkdse #dse2022 #happyhour #happyfriday #tgif
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just go ahead 意思 在 大象中醫 Youtube 的最佳解答
just go ahead 意思 在 大象中醫 Youtube 的最佳解答
just go ahead 意思 在 解惑!超難翻譯成英文的中文! Difficult Chinese Words to ... 的必吃
祝好運good luck; 安慰人cheer up; 勉勵人keep it up; 鼓勵人 go for it; 我支持你I'm rooting for you 靠杯的英文是什麼?:(v.) ... ... <看更多>
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Fit這個動詞意思是「合適」,bill則是「帳單」,合起來有「這筆錢剛好足夠付帳單」,引申 ... Once you find someone to fit the bill, just go ahead and hire them. ... <看更多>