🌻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14部Youtube影片,追蹤數超過3萬的網紅Hiddie T,也在其Youtube影片中提到,想出埋呢條先出年度最愛,請大家密切期待! 大家睇完記得幫我CLS呀! 想看更多請先追蹤!! 希望你們喜歡我的影片! 請幫忙comment, like & share!❤️❤️ Thankyou so much for watching and love you all~~ xoxo ------...
「car care products」的推薦目錄:
- 關於car care products 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於car care products 在 FOOD Facebook 的最佳貼文
- 關於car care products 在 Milton Goh Blog and Sermon Notes Facebook 的最讚貼文
- 關於car care products 在 Hiddie T Youtube 的精選貼文
- 關於car care products 在 MONGABONG Youtube 的最佳解答
- 關於car care products 在 Haki N Woody柴犬兄弟 Youtube 的最佳貼文
car care products 在 FOOD Facebook 的最佳貼文
Cleaning tasks made so much easy with Kleenso, and I have been their satisfied customers for years already 😍😍😍
.
Established in 2003, Kleenso Resources is a Malaysian-based manufacturer and distributor of the Kleenso and Pesso brand of household cleaning and pest repellant solutions, car care products and eco-disposable wares.
.
I like their products because Kleenso promotes no harmful chemical, use safe ingredients, preservation and non-poison to produce and preserve their product quality. Most Kleenso products are also highly biodegradable and environmental friendly.
.
Stay home and stay safe... I usually buy their cleaning products via online (https://kleenso.esyshop.co/referral/MY30369903) and they will send it straight to my doorstep quickly.
.
I can also earn cash back up to 10% and enjoy free delivery with minimum purchase of RM20. Once the cash back reaches RM50, I can withdraw the money to my bank account.
.
💖💖💖💖💖
[ Kleenso Resources Sdn Bhd ]
: Read more ➡️ bit.ly/3bRqQ9q
#Kleenso
car care products 在 Milton Goh Blog and Sermon Notes Facebook 的最讚貼文
As I Have “Loved” You
“A new commandment I give to you, that you love one another. Just as I have loved you, you also love one another.” (John 13:34 WEB)
Does Jesus still love us today? Yes of course, His love endures forever and nothing will separate us from the love of God.
Then why did Jesus use the past tense “loved” in the verse above?
I believe it is because He wants us to see Him loving us in a specific way that He accomplished in the past. Not just imagining that He loves us, but based on an event that happened.
For everyone reading these words throughout time, they can look back to the time when Jesus died for them on the cross. They can read about it in the four gospels.
This is how He loved us. He loved us with arms stretched wide, nailed upon the cross.
His back was lacerated by the scourging He endured before being crucified, and in the spirit realm, invisible to the eyes of men, He was burnt by the fiery wrath of God for sins. It was like being tortured in Hell with the most intense level of pain for those hours that He hung alive at the cross.
Anytime you are disappointed or discouraged by circumstances and feel like God has abandoned you to suffer, look back to how Jesus loved you at the cross.
If Abba God gave His only begotten Son who He loves so dearly to die for us at the cross and pay the ultimate price for sins, while we were still enemies who didn’t care about God at all, there is absolutely no way that He will abandon you or stop loving you today.
Our confidence in God’s love for us is not based on a feeling, but based on a true demonstration.
“For when we were still without strength, in due time Christ died for the ungodly. For scarcely for a righteous man will one die; yet perhaps for a good man someone would even dare to die. But God demonstrates His own love toward us, in that while we were still sinners, Christ died for us. Much more then, having now been justified by His blood, we shall be saved from wrath through Him. For if when we were enemies we were reconciled to God through the death of His Son, much more, having been reconciled, we shall be saved by His life. And not only that, but we also rejoice in God through our Lord Jesus Christ, through whom we have now received the reconciliation.” (Romans 5:6-11 NKJV)
Jesus carried your sins and diseases at the cross even though He was perfect and did no wrong, and He suffered great agony before He gave up His spirit. Nothing the devil throws at you can ever change this truth.
Words really fail to accurately and precisely describe what Jesus went through for us. If could feel just one minute of what He suffered at the cross, we would truly be grateful to Him.
Imagine being pierced, lacerated, and bruised all over your body, all the darkness of the sins of the world entering you, and being burnt with hellfire at the level meant for the worst sinner.
Thank You Jesus for suffering those six hours on the cross. People can die from one moment of getting hit by a car—think about that. Even just one second of the pain and despair of the cross would wreck us. Lord Jesus, we give You all the glory, the honor, and believe that Your love for us endures forever.
Do you want to receive Jesus as your Lord and be forgiven of all your sins? Go to the following link and speak the prayer to be saved: https://www.miltongoh.net/miltons-blog/salvation
Want to grow in your understanding and revelation of God’s word? Use the coupon code “HEISRISEN30” in my website store upon checkout to enjoy 30% off all eBook purchases within the next 3 days: https://www.miltongoh.net/store/c2/milton-goh-blog-products
Original artwork of “Jesus On The Cross” by Andrew Halim on Artstation. The special effects were added by me to depict the fire of God’s wrath falling upon Jesus, as well as the darkness that converged upon Him at the cross.
car care products 在 Hiddie T Youtube 的精選貼文
想出埋呢條先出年度最愛,請大家密切期待!
大家睇完記得幫我CLS呀!
想看更多請先追蹤!!
希望你們喜歡我的影片! 請幫忙comment, like & share!❤️❤️
Thankyou so much for watching and love you all~~ xoxo
--------------------------------------------
♥ Follow me ♥
Instagram: @hiddie http://www.instagram.com/hiddie/
SnapChat: @hiddietse
Facebook: http://facebook.com/hiddietmakeup
--------------------------------------------
Products Used:
Diptyque Moonlit Fir Candle
Curel Intensive Moisture Lotion (III)
*Tatcha The Essence
*Estee Lauder Advanced Night Repair Synchronized Recovery Complex ii
*Ampleur Luxury De-Age Power Mask
*Bobbi Brown Soothing Cleansing Oil
Elemis Sensitive Cleansing Wash
*Clarins Extra-Firming Neck & Décolleté Care Smoothing Lift-Sculpt Treatment
Curél Deep Moisture Spray
*Lady Concept Faces Tag instant Soothing Mask
*Bobbi Brown Extra Lip Tint - 6 Bare Nude
Hourglass Veil™ Translucent Setting Powder
Le Labo Perfume - Another 13, Poivre 23
*Tom Ford Perfume - Lost Cherry
Byredo Perfume - Gypsy Water
Diptyque Car Diffuser - Baies, Amber, d'oranger fleur
This is not a sponsored video.
(*sent or gifted by PR)
--------------------------------------------
#makeup #化妝 #香港 #hongkong
car care products 在 MONGABONG Youtube 的最佳解答
November is like a breath of fresh air after October .. (watch last month’s vlog to know why Oct sucked for me) ? This month, I managed to catch up with friends, spend time with family and allowed myself to relax a little with a staycation. Watch on to find out how our first few weeks with Pepper @peppurr.thecat went and how she follows me around the house LOL
Thank you guys for all the love and support you've shown Pepper, she truly is an absolute sweetheart and we're so happy that you guys adore her too!!
Stay safe, take care and I’ll see you in my next one ❤️
? Sigi Skin Tea-Tox Sheet Mask - https://sigiskin.com/collections/frontpage/products/tea-tox
? Cat & the Fiddle Smokey Taffy Cheesecake - https://www.catandthefiddle.com/?gclid=EAIaIQobChMI_82x_IiT7QIVcoNLBR0m4AQ1EAAYASAAEgK8qvD_BwE
? Grain Impossible Patty - https://grain.com.sg/
? BMW X3 from Affinité - concept by Jack Cars - https://facebook.com/affinite.sg
Places mentioned:
? Hilton Singapore, 581 Orchard Rd, Singapore 238883
? Boulder Movement, 6A Shenton Way #B1-03 Downtown Gallery, 068815
? Affinité - concept by Jack Cars, 33 Ubi Ave 3 #01-07 Vertex Building, 408868
FOLLOW ME
► Instagram: http://instagram.com/mongabong
► TikTok: www.tiktok.com/@mongabong
► Blog: www.mongabong.com
► Email: hello@mongabong.com
FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am Singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!
DISCLAIMER
A portion of this video is in collaboration with Sigi Skin. None of the links are affiliate links and all opinions are my own - I don't make money off of any purchase and they don't cost you anything extra!
car care products 在 Haki N Woody柴犬兄弟 Youtube 的最佳貼文
妹妹出生后我们精力非常有限,由于多数时间都给了小baby,反而让我们对两只狗狗心怀愧疚。对我们来说,狗狗也是我们重要的家庭伙伴,绝不会以为小baby的到来就放弃他们。
英国纪录片《北鼻的异想世界》里提到,“在严格的看护下,狗狗和baby的互动会给小婴儿们带来很多乐趣”。原因是狗狗愿意讨好人类,喜爱社交。所以让友好的狗狗在家长监督下和小北鼻们一起玩耍,会给宝宝们带来很多乐趣。
从养狗的第一天起,我就暗下决心做他们一生唯一的主人,让他们开心快乐地度过短暂的狗生。Haki陪着我们从恋爱到结婚生子,小woo陪着我们看到妹妹的出生,以后的十几年,我们也要一起度过呀!
订阅Haki和Woody的Facebook
https://www.facebook.com/shibahaki0709/
订阅Haki和Woody的Instagram:
https://www.instagram.com/haki_and_woody/
B站:
https://space.bilibili.com/188186553/#/
微博:
https://www.weibo.com/6205922736/profile?topnav=1&wvr=6&is_all=1
Haki N Woody爱用品 Products Haki N Woody in use
Haki :3岁柴犬,体重35磅| 3 Years, 34 Ibs
Woody:1岁柴犬,体重23磅| 1-year-old, 23 Ibs
【Clicker|响片训练】
https://amzn.to/2ItAxwW
【Woody’s harness |小Woo穿的蓝色胸背带】
Ruffwear Hi Light Harness( Size: S |尺码: S)
https://amzn.to/2TBmig0
【Haki‘s harness |Haki的橙色胸背带】
Ruffwear Front Range harness 中号:
https://amzn.to/2NhEDfi
【Haki N Woody’s reflective collar| Haki和Woody都在用的反光项圈 】
Ruffwear Crag Durable, Reflective Dog Collar (Size: 14-20|尺码:14-20)
https://amzn.to/2TwjOzA
【Haki N Woody’s lockable leash| 可以锁住的牵引绳】
Ruffwear Knot-a-Leash with Carabiner (Size: L |尺码:大号)
https://amzn.to/2p6eykE
【Car seat cover|汽车后座狗狗罩 (我们买的停产的,这款类似)】
https://amzn.to/2Ct3yGS
【Car seat belt for dogs| 狗狗安全带(长途的话我们会绑上安全带0】
https://amzn.to/2BYJZox
【Dog waste bags| 拾便袋】
https://amzn.to/2CT1Ajd
【Dog shampoo |最近在用的狗狗沐浴露和护发素】
https://amzn.to/2WdCQsk
【Furminator Dog Dual Brush | 很喜欢用的一把梳子】
https://amzn.to/2MrdSBe
【Dog Brush for Grooming and Shampooing |狗狗洗澡橡皮刷】
https://amzn.to/2MqQMe4
【Ruffwear K9 Float Coat Dog Life Jacket| 狗狗救生衣 游泳或者去海边时用】
https://amzn.to/2PLud4j (Haki size:M)
【Red Dingo Classic Dog Harness |夏天和去海边用的胸背带]
https://amzn.to/2M51ghd (Haki size: M)
Disclaimer
This video is NOT sponsored. The description contains affiliate links.
本视频非商业合作视频。信息栏中包括返佣链接。通过链接购买并不会改变产品价格,但是可以支持频道获得一笔小小佣金。如果大家愿意的话,可以当做打赏给两只狗狗一块小饼干:)