關於 at a loss意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

【春天症狀】身體有濕更易感覺飽滯

⭐主管消化的脾討厭潮濕
⭐適量祛濕可紓緩症狀
#星期三CheckCheckMail

春天腸胃不聽話？
養好脾胃不怕濕滯

李小姐：「我媽最近常說春天到令人好濕滯，胃口不佳跟濕與滯有關嗎？」

CheckCheckCin：廣東話「濕滯」是指有麻煩事的意思，而從中醫角度來看，濕與滯的確有關係，因為身體需要靠脾胃運化水濕，脾胃功能失衡，水濕停滯，就容易出現腹部飽脹、消化不良、食慾不振、胃氣多等情況。有這些症狀的話建議先少食多餐，進食較清淡的食物，少吃滋膩、煎炸油膩等食物，另外也可試試這款有開胃理氣的茶飲。

酸柑陳皮茶
功效：行氣開胃，紓緩無胃口、欲吐等症狀。
材料：酸柑3枚、陳皮1角、蜂蜜1滴
做法：材料洗淨，酸柑切半，陳皮切絲。將材料放入保溫瓶，以熱開水焗10分鐘，加入蜂蜜，此茶可反覆沖泡至味淡。

✔️CheckCheckCin 美茶推介：濕重
材料：赤小豆、眉豆、扁豆衣
功效：健脾祛濕，紓緩疲倦、睡了好像還沒睡過、四肢重墜、水腫等症狀。

留言或按讚👍🏻支持一下我們吧！❤️ 歡迎 Follow 我們獲得更多養生資訊。

Take care of the spleen and stomach and keep dampness at bay

“My mum recently told me that dampness and stagnation often happen during spring, and this will cause appetite loss. Is there a relationship between dampness and stagnation?”

CheckCheckCin: In Cantonese, the two words that represent dampness and stagnation are ‘sap zai’, which also means nuisance or hassle. From the perspective of Chinese Medicine, dampness and stagnation are indeed related.

The body relies on the spleen and stomach to circulate fluid and dampness, so when these organs fail to function optimally, stagnation can occur. Symptoms such as bloating, indigestion, appetite loss, and abdominal gassiness would then emerge.

Individual with these symptoms should eat more meals but in a smaller quantity, and avoid consuming heavily seasoned, fried, oily, and sticky foods, as well as those with high satiety. Alternatively, you can try drinking this tea to improve your appetite and soothe the circulation of the qi.

Calamansi and dried citrus peel tea
Effects: promotes qi and stimulates appetite. Relieves lack of appetite and vomiting.
Ingredients: 3 calamansi, 1 dried citrus peel, 1 drop honey
Preparation: Rinse the ingredients. Cut the calamansi into half. Slice the dried citrus peel. Place all ingredients into thermos and add in hot water and steep for 10 minutes until aroma develops. Add honey. This tea can be re-brewed until flavour weakens.

✔ CheckCheckCin Recommendation: Dampness
Ingredients: Rice bean, black eyed bean, hyacinth bean coat
Effects: Strengthens the spleen and dispels dampness. Relieves fatigue, tired even after adequate sleep, heaviness in limbs and edema.
Welcome to order through our website: www.checkcheckcin.com

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#男 #女 #我狀態OK #我胖了 #痰濕 #胃脹

【情緒健康】最近有甚麼事情令你好疏肝？

⭐肝好情緒自然好
⭐放鬆吓啦香港人
#星期四食材

行氣食材助疏肝
「疏肝」是廣東話抒發鬱結、心情暢快的意思，究竟與肝有何關係？其實「疏肝」一詞出自中醫，中醫理論認為肝主疏泄、調節情志，角色就像體內的交通督導員，專責保持全身經脈道路暢通，如果肝功能失調導致肝鬱，就會令情緒鬱悶，出現頭痛、多嘆氣、多打嗝或放屁、胃痛、大便不調、失眠等症狀；如果肝能順利疏泄，精神情緒就能愉悅。
當人遇上壓力或不快事情，容易氣頂或氣結難下，這種鬱悶感覺直接令體內氣血不順，阻礙肝臟的疏泄工作。所以遇上情緒問題，除了控制及發洩情緒，適量進食行氣食物，例如白蘿蔔、陳皮、五指毛桃、金桔、玫瑰花等，有助氣血運行，改善肝鬱氣滯的情況。

白蘿蔔 — 性寒，具順氣寬中、健胃消食、清熱利尿、生津止渴的功效，尤其適合氣滯、血瘀體質人士食用，有行氣功效；而氣虛體弱、虛喘氣短、容易腹瀉、陽虛體質不宜食用，正在服用補氣中藥亦要避免，否則影響藥效。

陳皮 — 性溫，能理氣健脾、燥濕化痰，紓緩寒痰、腹部脹痛、孕婦及宿醉人士的作悶欲吐等，適合有壓力、氣滯、血瘀、痰濕體質人士服用。

五指毛桃 — 性平，有健脾補肺、行氣利濕、舒筋活絡功效，尤其適合氣虛、脾虛人士服用。

金桔 — 性溫，有理氣解鬱、消食化痰的作用，對於有胸悶氣結、心情鬱悶的人最為適合，同時可紓緩因肝氣鬱結而引起食慾不振。脾胃氣虛者不宜多吃。

玫瑰花 — 性溫，有疏肝解鬱、行氣活血作用。因為有活血功效，月經期間不宜飲用。

✔推介茶療：疏肝
材料：玫瑰花、桂花、佛手、佛手花
功效：行氣解鬱，紓緩忙碌、經常嘆氣、精神壓力大、月經不適等症狀。
注意：孕婦及月經期間不宜飲用。

✔推介茶療：火龍果玫瑰茶
材料：紅火龍果、冰糖、蜂蜜、玫瑰花、檸檬及白毫烏龍
功效：疏肝解鬱，潤腸通便，適合大便不暢、有壓力、經常嘆氣、暗啞肌膚的人士。
注意：適合月經前飲用；月經期間、孕婦不宜。

留言或按讚👍🏻支持一下我們吧！❤️ 歡迎 Follow 我們獲得更多養生資訊。

Relieve stress with ingredients that improve qi circulation
Soothing the liver, or ‘soh gon’ in Cantonese, means to relieve stress and improve our mood, but what has this got to do with the liver?

The term ‘soh gon’ actually derived from Chinese Traditional Medicine. According to its theory, liver is the central system that promotes circulation and dispersion, as well as regulates the emotions. It functions like a traffic warden of the body, who is in charge of ensuring the smooth circulation of the Meridians.

Individuals whose liver lose the function to regulate the body will experience emotional stress, headache; tend to sigh, burp or fart; suffer from stomach upset, abnormal stool consistency, and insomnia. If the liver is able to perform its functions well, our emotions will be stable and we will be in better spirit.

When we are stressed or experience unhappy events, we would experience the stagnation of the qi and blood, and this will inhibit the liver from performing its duty. Therefore, when we encounter emotional problems, we should learn to control ourselves and vent our frustrations appropriately. At the same time, consume food that will help improve qi circulation, such as white radish, dried citrus peel, hairy fig root, kumquat and rose flower, as these ingredients can improve the liver’s function to circulate and disperse, thus relieving the problem of stagnation.

White radish – cold in nature; can improve qi circulation, strengthen the stomach and aid digestion, induce diuresis and quench one’s thirst. It is especially suitable for individuals with conditions such as qi stagnation and blood stasis, as it promotes the qi circulation. It is not suitable for individuals with weakness of qi and body, as well as people who experience shortness of breath, prone to having diarrhea, and are deficient of the yang energy. Individuals who are taking Chinese medicine to replenish qi should avoid eating white radish, as it will inhibit the medicinal effect.

Dried citrus peel – warm in nature; can improve qi circulation and strengthen the spleen, dispel dampness and clear phlegm; relieve phlegm caused by cold, bloating, as well the nauseous feeling pregnant women and individuals who get hangovers would experience. It is also suitable for individuals who are under a lot of stress, experience qi stagnation, blood stasis and those with the phlegm-dampness body condition.

Hairy fig root – mild in nature; can strengthen the spleen and nourish the lungs; improve the circulation of qi and dispersion of dampness in the body, stimulate the circulation of the Meridians. It is especially suitable for individuals who experience qi deficiency and with a weak spleen.

Verified
Kumquat – warm in nature; can improve qi circulation and relieve stress, aid digestion and clear phlegm, suitable for individuals with chest tightness and with emotional problems. Kumquat can also improve appetite loss, which is caused by the qi stagnation in the liver. Those with qi deficiency in the spleen and stomach should limit the intake of kumquat.

Rose – warm in nature, can soothe the liver and relieve stress, improve the circulation of the qi and blood. Women during the menstrual period should not consume, as it promotes blood circulation.

✔Beauty Tea Recommendation:
Stress
Ingredients: Rose, Sweet Osmanthus, Fingered Citron, Fingered Citron Flower
Effects: Promotes qi circulation and relieves stagnation. Suitable for busy lifestyle, frequent sighing, stressfulness and menstrual discomfort
Note：Not suitable for pregnant or menstruating women.

✔Herbal Tea Recommendation:
Dragon Fruit Rose Tea
Ingredients: Water, Dragon Fruit Juice, Rock Sugar, Honey, Rose, Lemon Juice Concentrate, Oolong Tea
Effects: Relieves stress, moistens the bowels to relieve constipation. Suitable for difficulty passing stool, stress, frequent sighs, and dull complexion.
Note: To relieve menstrual discomfort, have this tea 3-7 days before period.
Not suitable for menstruating and pregnant women.

🛒CheckCheckCin shops
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Causeway Bay｜Shop No. G14, Windsor House, 311 Gloucester Road, Causeway Bay
Tai Koo｜Shop No. L109, 1/F, Cityplaza, No. 18 Taikoo Shing Road, Tai Koo
Tsim Sha Shui｜Shop L216, 2/F, Star Annex, Star House, 3 Salisbury Road, Tsim Sha Tsui
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Tseung Kwan O｜Shop No.G91, G/F, Park Central, 9 Tong Tak Street, Tseung Kwan O

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#男 #女 #我有壓力 #氣滯 #血瘀 #失眠 #頭痛