🌻本周末的估值會議(全程是用中文; 免費), 請有興趣參與的朋友看一下:
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: 這不算是基礎的估值會議)
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.
(P.S. 因為主題有點難度, 所以不鼓勵旁聽, 因為吸收效果會不好. 不過若有讀者實在是很有興趣, 請私訊.)
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)
🌻好股介紹(不是推薦): Pool Corporation (POOL)
美股裡面最會漲的個股, 除了科技股外, 就是民生消費股了.
今天在整理資料的時候, 發現了一家好公司. 介紹(不是推薦)給有興趣進一步研究的讀者.
POOL是一家做游泳池的公司. 有競爭優勢(有市佔, 管理層好, 財務管理好). 過去五年漲了4.5倍.
公司網站: https://www.poolcorp.com/
Pool Corp. (ticker: POOL) is the nation's largest distributor of swimming pool supplies and parts, with a small irrigation business as well. It is larger than its next 52 competitors combined, but a fragmented industry means it still has a long runway for growth.
“Pool has everything we look for in terms of a sustainable competitive advantage: good core business, management team and financials," says Tim Holland, portfolio manager at Aston/Tamro Funds.
資訊來源:
https://www.barrons.com/articles/SB50001424053111903843804579535632354750784
🌻復盤2010科技股
有人說, 今年科技股像是2010年, 漲不太起來.
好奇心驅使下, 我去挖了點資料.
結果發現, 2010那時候Netflix漲很多(226%), 還是當年最會漲的一隻股. 而那時候NFLX還是高成長股, 也有獲利.
那年NFLX的年營收成長是40%+
—> 是不是營收成長越高, 股價就會越衝? 值得投資人思考.
所以原本就投資secular growth的投資人, 若不想換策略, 就還是專注在secular growth的個股. 只是挑股要嚴謹.
The Best-Performing Stocks of 2010
https://money.usnews.com/money/blogs/flowchart/2010/12/28/the-best-performing-stocks-of-2010
Top Performing Stocks of 2010
https://www.cnbc.com/id/40862453
NFLX2011年報:
https://s22.q4cdn.com/959853165/files/doc_financials/annual_reports/NFLX_10K.pdf
🌻我平常做的功課
曾經有幾位股友問我平常會看甚麼資料, 訂甚麼刊物.
目前我有訂閱的是: Barron's, IBD(investors.com), WSJ, Seeking Alpha.
固定看的網站: CNBC
每季做的事情: 看&整理公司季報結果.
平常有空會看看公司的新聞(其實若重要的事件, 高層在發表財報的時候也會提).
Picture: 美國國慶日周末, 與朋友到湖邊烤肉, 順便消暑(熱熱熱!) 過去幾年, 每次去人都很少的湖邊公園, 這次竟然人滿為患! 美國人顯然悶壞了........
同時也有32部Youtube影片,追蹤數超過115萬的網紅Rayner Teo,也在其Youtube影片中提到,Do you know which are my favourite stock trading indicators? Then today's video is for you. You’ll learn: ** My top 3 trading indicators (suitable ...
「top stocks」的推薦目錄:
- 關於top stocks 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於top stocks 在 TradingwithRayner Facebook 的最佳解答
- 關於top stocks 在 夏綠蒂的選股筆記 Facebook 的最讚貼文
- 關於top stocks 在 Rayner Teo Youtube 的精選貼文
- 關於top stocks 在 Daphne Iking Youtube 的最佳解答
- 關於top stocks 在 Dan Lok Youtube 的精選貼文
- 關於top stocks 在 The 7 TOP Stocks To Buy in July 2021 (High Growth) - YouTube 的評價
top stocks 在 TradingwithRayner Facebook 的最佳解答
𝗛𝗼𝘄 𝘁𝗼 𝗶𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝗵𝗶𝗴𝗵 𝗽𝗿𝗼𝗯𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗽𝘂𝗹𝗹𝗯𝗮𝗰𝗸 𝘁𝗿𝗮𝗱𝗲𝘀 𝗳𝗼𝗿 𝘀𝘁𝗼𝗰𝗸𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗰𝗮𝘁𝗰𝗵𝗶𝗻𝗴 𝗮 𝗳𝗮𝗹𝗹𝗶𝗻𝗴 𝗸𝗻𝗶𝗳𝗲
When it comes to stock trading, it’s possible to have hundreds of stocks forming a pullback trading setup at the same time.
So the question is:
How do you know which stocks to buy and which to avoid?
Well, the secret is to focus on stocks which have increased the most in price over the last 12 months.
Why?
Because these are stocks likely to outperform the market (and it’s been proven in theory as well according to the paper Returns to Buying Winners and Selling Losers by Jegadeesh and Titman).
So, how do you apply this to your trading?
1. Rank stocks according to their rate of change (ROC) over the last 50-weeks—from the highest to the lowest
2. Look for a pullback trading setup on stocks with the highest ROC value. If there isn’t, then move to the next stock (with a lower ROC value)
3. The top 5 stocks with a valid pullback trading setup are the ones to focus on
Pro Tip:
You can use a platform like Thinkorswim to help you rank the stocks, and it’s free.
top stocks 在 夏綠蒂的選股筆記 Facebook 的最讚貼文
0056 新的持股已經更換了,換股之一是長榮(2603),長榮過去配息不佳,怎麼會被納入名單之一呢?
我們先看看公開說明書:
「選取未來一年『預測』現金股利殖利率最高的 30 家公司作為成分股」
公開說明書已經表示「預測」, 認為長榮在未來一年的股利會很不錯,所以納入裏頭,換股遵循指數原則
想了解更多0056:看一下這篇文
👉https://ccinvest.com.tw/0056-the-top-30-stocks-with-the-highest-yield/
top stocks 在 Rayner Teo Youtube 的精選貼文
Do you know which are my favourite stock trading indicators?
Then today's video is for you.
You’ll learn:
** My top 3 trading indicators (suitable for beginners and pros)
A little-known indicator that helps you choose the "strongest" stocks so you can avoid buying low and selling even lower
** A simple tool to help you identify the path of least resistance so you can improve your winning rate and reduce unnecessary losses
Interested?
Then go watch it now.
** FREE TRADING STRATEGY GUIDES **
The Ultimate Guide to Price Action Trading: https://www.tradingwithrayner.com/ultimate-guide-price-action-trading/
The Monster Guide to Candlestick Patterns: https://www.tradingwithrayner.com/candlestick-pdf-guide/
** PREMIUM TRAINING **
Pro Traders Edge: https://www.tradingwithrayner.com/pte/
Pullback Stock Trading System: https://pullbackstocktradingsystem.com/
Price Action Trading Secrets: https://priceactiontradingsecrets.com/
top stocks 在 Daphne Iking Youtube 的最佳解答
LIVE: International Women’s Day with Daphne Iking x Norwex Promotion!
As a Norwex Independent Sales Consultant, I’m happy to announce their latest promotion — to celebrate Women’s Day.
I share a bit about what IWD means to me this year and on the Norwex Safe Haven Plus Set that consists of our Bestsellers to empower you to take care of your home and family by reducing chemicals at your home.
The Safe Haven Plus set retails at RM575 (worth RM675) and this is the price before you receive your Elite Customer discount of 15%! On top of that, we are giving away a FREE Chameleon Vacuum Flask.
Promotion lasts till 31st March (or while stocks last)
Happy International Women’s Day!
#NorwexPON
#TeamNorw3x
#Norwex
#NorwexMalaysia
#IndependentSalesConsultant
top stocks 在 Dan Lok Youtube 的精選貼文
In This Video, Dan Lok Reacts To What Is Going On With GameStop, Robinhood And The Reddit Forum WallStreetBets (WSB). Can Investing In GameStop Make You Rich?
Is the "war" between Robinhood and WSB just a fad? Is it something we will see more of? And most importantly, should you join in and invest now to get rich? Before you do, watch the video to discover Dan's advice for investors - from a millionaire's perspective.
Want To Unlock Your Inner Potential And Learn My Secrets To Success? Get A Free Copy Of The Unlock It Book. Yes, It's Free - Only Pay Shipping. Get Yours Now: https://gamestop.danlok.link
▬▬▬▬▬▬▬▬▬▬ Video Highlights ▬▬▬▬▬▬▬▬▬▬
0:00 - Intro - Can Investing In Gamestop Make You Rich - Millionaire Dan Lok Explains
0:25 - What Happened Between Reddit Users And Robinhood?
3:01 - This Situation Is Far From Over
3:15 - Dan's Take On The Situation
5:51 - Investment Recommendations From Dan Lok
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
? SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ?
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? Join my YouTube Membership to get access to EXCLUSIVE perks ?
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Check out these Top Trending Playlists -
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Dan Lok has been viewed more than 1.7+ billion times across social media for his expertise on how to achieve financial confidence. And is the author of over a dozen international bestselling books.
Dan has also been featured on FOX Business News, MSNBC, CBC, FORBES, Inc, Entrepreneur, and Business Insider.
In addition to his social media presence, Dan Lok is the founder of the Dan Lok Organization, which includes more than two dozen companies - and is a venture capitalist currently evaluating acquisitions in markets such as education, new media, and software.
Some of his companies include Closers.com, Copywriters.com, High Ticket Closers, High Income Copywriters and a dozen of other brands.
And as chairman of DRAGON 100, the world’s most exclusive advisory board, Dan Lok also seeks to provide capital to minority founders and budding entrepreneurs.
Dan Lok trains as hard in the Dojo as he negotiates in the boardroom. And thus has earned himself the name; The King of Closing.
If you want the no b.s. way to master your financial destiny, then learn from Dan. Subscribe to his channel now.
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
YouTube: http://youtube.danlok.link
Dan Lok Blog: http://blog.danlok.link
Dan Lok Shop: https://shop.danlok.link
Facebook: http://facebook.danlok.link
Instagram: http://instagram.danlok.link
Linkedin: http://mylinkedin.danlok.link
Podcast: http://thedanlokshow.danlok.link
#DanLok #Gamestop #WSB
Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).
He’s been in business for over 20 years and his results are not typical.
Most people who watch his videos or enroll in his programs get the “how to” but never take action with the information. Dan is only sharing what has worked for him and his students.
Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.
Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.
This video is about Can Investing In Gamestop Make You Rich - Millionaire Dan Lok Explains.
https://youtu.be/i3HFY4GLfNU
https://youtu.be/i3HFY4GLfNU
top stocks 在 The 7 TOP Stocks To Buy in July 2021 (High Growth) - YouTube 的推薦與評價
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