🌻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,...
fine jewelry意思 在 侍懷鳳 ERICA SHEE Facebook 的精選貼文
2021/2/19
非常感謝今天協助我們順利完成記者會的每一位朋友。
能夠在新春開工就和大家見面,我今天真的很榮幸也很興奮和緊張。
去年一年對我們所有人來說都不是容易的一年,而我們很幸運的,2020 年是我們累積能量的一年,設計了非常都不同的新品,在今天的新品發表記者會和大家分享我們的喜悅。
和以豪認識到現在應該十多年了吧,從20歲到現在。看看我們小時候大家一起出去玩的照片,真的好像才前幾天的事情,只是照片裡面的我們看起來青澀,對未來的模樣還正在摸索。沒想到今天,我有機會再和培禎、以豪聚首,真的是非常特別的一天,好像開同學會一樣呢❤️
也好感謝以豪,總是像往常一樣照顧著朋友們,很不好意思的開口邀請他站台,他也是一口答應,就把這事放心上,去年就把他回台灣珍貴自由的日子給了我一天。
所有朋友的支持我都放在心裡,希望未來我更有能力幫助更多人。
我們的身份角色都不一樣了,我們不再只是模特兒,而是專業主持人,珠寶設計師,母親與妻子,或是在戲劇電影與唱片都有優異表現的藝人。看似不同的角色,但我們在做的都是盡我們所能的給予。
給予孩子愛,給予我的靈魂我的設計,給予專業穩健的台風讓設計師的理念能完整傳達,給予自己的情感去演繹一部作品。我想,我們是特別幸運的人,能為了喜愛的事而奉獻給予。
去年因疫情,非常多海外的客人無法來台訂製珠寶。但上帝為你閉一扇門也開啟一扇窗,很多海歸的朋友漸漸有注意到我們品牌,很多在籌備婚禮的新人們因為婚禮延期,有更多時間來找我們訂製,打造心中夢幻的婚戒。
也因去年裸鑽定價將降低,不少客人訂製了大克拉的戒指,戒台更是精心設計打造、我們有了好多前所未見的作品,也才催生了今天的新品發表記者會。
而我的初衷,
是設計出高貴但不會高不可攀的珠寶,保值又定價誠實實惠的珠寶。
是設計出能每天配戴不會輕易褪色、致敏、不保值的珠寶。
是設計出能讓所有人配戴更年輕更時尚,從白天到晚上都能自由轉換配戴方式,多變性的珠寶。
因此我們很多作品都有2-3 種的變化配戴方式,抑或是在呈現上以全新的配戴方式去設計。
現在SHEE’S FINE JEWELRY 提供高級珠寶訂製、紅毯系列珠寶、老件改造、夢幻婚戒訂製、寶寶新生珠寶禮物、日常輕奢珠寶與男士珠寶。
2021 新的一年,希望世界恢復原本的樣貌,希望還有機會能去好多不同的地方走走看看,也希望我們愛的人和愛我們的人都平安健康。
今年,也請多多指教❤️
話很多,畢竟有兩年沒開記者會了。
🐻 with me ❤️
#sheesfinejewelry #劉以豪
@sheesfinejewelry @ryu19860812
fine jewelry意思 在 侍懷鳳 ERICA SHEE Facebook 的最讚貼文
就是現在!戰戰兢兢地籌備了兩年的珠寶品牌終於成形了。
這寶寶我全心全意的孵了兩年呀!
從兩年前毅然決然地放下忙碌的模特兒生活前往紐約學珠寶鑑定到自己設計製作的這段日子,就像一個正在學走路的孩子,偶有失足摔倒了不少次,但每次還是從錯中學習,繼續爬起來大步向前行,才能有今天這一番小小拿得出檯面的成就😀。
在紐約努力發展珠寶品牌時又因為有了孩子,希望他能在我最愛的家鄉台灣成長,我們又從珠寶重鎮紐約搬回了台灣。
從今年初租下店面開始裝潢到準備開店事宜,這過去的半年實在是忙得不像話,連粉絲團都疏於管裡po文真是不好意思呢。不過現在是最需要大家大力幫我的品牌Shee's Fine Jewelry 粉絲團按讚的時候了!
請這兩年來見證阿轟努力的各位帥哥美女哥哥姊姊弟弟妹妹們給我嘔心瀝血籌備的品牌加油打氣。
接下來的日子我也會持續努力的。😘