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開會前Albert的老闆告訴他＂In today's meeting, there will be several new proposals on the table.＂Albert回到座位，發現桌上沒有計劃案哪！其實＂on the table＂不是在桌子上，＂off the table＂也不是離開桌子...⬇️⬇️⬇️
🌻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.
#EZTALK #你不知道的美國大小事
#打開看全文學更多
三級警戒已經實施一個月
大家待在家中是不是有點膩了？
讓EZ TALK陪你一起在家學英文
學現在跟你最親近的廚房諺語Part 2!!
--
Anyone who’s spent time in a kitchen knows that they can get hot, especially if the stove and oven are on at the same time. What should you do if you can’t stand the heat? Get out of the kitchen, of course. Thus the phrase, 1⃣“If you can’t take/stand the heat, get out of the kitchen,” which means that if you can’t handle the pressure of a given situation, you should remove yourself from it. The phrase also implies that the person being addressed is too weak to handle the situation. Ex: We put in a lot of overtime here, so if you can’t take the heat, get out of the kitchen.
在廚房煮過菜的人都知道，廚房會熱，尤其是同時開火跟烤箱的時候。這時如果你熱到受不了怎麼辦？當然就是離開廚房。因此有If you can’t take/stand the heat, get out of the kitchen的說法，就是暗示，當你無法承受壓力時，就該抽離那個環境。也有暗示某人無法應付該情況的意思：We put in a lot of overtime here, so if you can’t take the heat, get out of the kitchen.（我們這裡加班很多，如果你無法應付，那就別來。）
If you’ve ever been in the kitchen when several people are preparing food at the same time, you know that things can get chaotic. Perhaps this is the origin of the proverb, 2⃣“Too many cooks spoil the broth,” which means that if too many people are involved in a task, the results won’t be good. Ex: We already have enough people on our project team—too many cooks spoil the broth.
如果你曾經好幾人同時在裡頭準備食物的廚房，你大概會知道，廚房很容易變亂，而這大概就是以下俗語的由來：Too many cooks spoil the broth. （人多反誤事。）如：We already have enough people on our project team—too many cooks spoil the broth.（我們專案團隊已經有夠多人了－－再多人參與反而會誤事。）
--
🔔 按下「搶先看」，每週五【美國大小事】，由 Judd 編審分享最即時美國新鮮事！想知道更多美國文化，請看 👉 http://bit.ly/EZTalk嚴選
背景音樂:影片片尾備註
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Video Clip Sources:
https://www.reddit.com/r/leagueoflegends/
https://medal.tv/league-of-legends
Fan contribution
music Sources:
youtube.com/user/NoCopyrightSounds
youtube.com/user/MonstercatMedia
youtube.com/user/freemusicwave
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感謝你的觀看，歡迎分享，也可以訂閱我，隨時追蹤最新影片
剪輯好笑的每周VOD精華及噴笑嗑藥台式翻譯
希望能讓精華更有趣 翻譯並非正統可能有錯或超譯 請見諒
我們也經常剪輯英雄聯盟搞笑爆笑，技術，中文翻譯，實況主選手等的影片，也可以在下方留言，讓我幫你剪輯介紹給大家認識。
諮詢信箱:sgdlolhigh69@gmail.com
投稿信箱:sgdlolhigh69@gmail.com(絕地求生暫時停止投稿，僅接受英雄聯盟)
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COPYRIGHT ISSUES:
We make these videos with the intention of educating LoL players how to increase and improve own skills for better playing in some segments of the game, but to share those in quality compilation with other people.
One of our videos was shared by the owner and allowed for use or we purchased. These videos are made as a montage, consist of fragments from several different LoL matches. The content displayed in the video is recorded within the game, If any owner of clips, used in our compilation, has a copyright issue, feel free to contact us by gmail . We will remove the clip, video or come to an agreement. Thank you.
Using or sharing our compilations is allowed, so feel free to share it anywhere, but it would be nice, to use direct link of video, not of copies.
Thanks !
Beautiful Brunei
Thanks to sizeable deposits of oil and gas, the tiny tropical sultanate of Brunei Darussalam has one of the highest standards of living in the world. Its two non-contiguous territories, situated on the northern coast of Borneo in South-East Asia, are home to some of the region's most pristine rain forest habitats.
The country only gained independence in 1984, but has the world's oldest reigning monarchy and centuries of royal heritage. At the helm of the only remaining Malay Islamic monarchy in the world, the Sultan of Brunei comes from a family line that dates back over 600 years. The current sultan, His Majesty Sultan Haji Hassanal Bolkiah, has been on the throne for 43 years and is one of the world's richest individuals.
Visitors to the "Abode of Peace" (the literal translation of darussalam) will find the country surprisingly laid-back and relaxing. In addition to admiring the gilded domes, towering minarets and extraordinary ornamentation of two landmark mosques in the capital, Bandar Seri Begawan, tourists can explore water villages by boat and on foot, learn about local culture in several interesting museums, sample delicious Malay cuising (some of the best can be found at open-air markets), and experience the incredibly biodiversity of the Bornean rain forest in Ulu Temburong National Park.
得益於大量的石油和天然氣，汶萊達魯薩蘭國的熱帶小蘇丹國成為世界上生活水平最高的國家之一。它的兩個非毗連領土位於東南亞婆羅洲北部海岸，是該地區一些最原始的雨林棲息地的所在地
汶萊直到1984年才獲得獨立，但擁有世界上最古老的君主立憲制和幾個世紀的皇家遺產。 汶萊蘇丹是世界上僅存的馬來伊斯蘭君主制的掌舵者，其家族血統可追溯到600年前。現任蘇丹國王已登基43年，是世界上最富有的人之一。
參觀“和平之地”(達魯薩蘭國的字面意思)的遊客會發現該國出乎意料地悠閒自在。除了欣賞首都的鍍金圓頂聳立的宣禮塔和兩個地標清真寺的非凡裝飾之外，遊客還可以乘船和步行探索水上村莊，在幾個有趣的博物館中了解當地文化，品嚐美味的馬來人美食，一些最好的產品可以在露天市場找到，並在烏魯天布瑯國家公園體驗婆羅洲雨林的生物多樣性。
several 用作形容詞,作「幾個,數個,一些」解時,多指三個以上,十個以下,其後接複數名詞,一般用於肯定句中; 作「各自的,不同的」解時,其後可接複數名詞,也可接單數名詞,但如果 ... ... <看更多>
adj. 1. 幾個的；(二以上)多個的；數個的。 2.各不相同的；種種的。 3.各自的，各個的。 4.專有的，獨占的，個人的。 5.【法律】有連帶責任的。 6.〔方言〕大量的。 ... <看更多>
several意思 在 several中文(繁體)翻譯：劍橋詞典 的相關結果
8 天前 — several翻譯：一些；幾個, 各自的，分別的。了解更多。 ... several 在英語-中文（繁體）詞典中的翻譯. several ... 查看全部意思». ... <看更多>