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News Break是美國相當熱門的新聞App
用戶留存率居同業之冠❗
毫無疑問，News Break能夠影響大批的美國民眾
但看到它背後股權關係
發現背後的老版...🤔
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訂閱大紀元、辟瘟保平安🙏✨ http://bit.ly/2JeWOx3
即日起，訂報一年就送傳統古方的「辟瘟香囊」
🌻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.
Dozens of student protesters at a Nanjing college were injured at the weekend, as police wielded batons and pepper spray to break up their demonstration against college merger plans, ending the principal's 30 hours in "illegal captivity".
Read more: https://bit.ly/3pxY1UW
南京師範大學中北學院亦因將與江蘇經貿職業技術學院合併，轉設為南京經貿職業技術大學，引起學生不滿並公開維權，要求終止合併；豈料事件卻演變成流血衝突，執法人員出動「止暴制亂」，用辣椒水和警棍驅趕學生，導致多人受傷。
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今日は火曜日です。いつも月曜のニュースのまとめも今週は火曜にしてみました。細かいもの色々出ましたが一番大きいのはWWDC日程決定でしょうかね。噂やニュースの中から気になったものをピックアップしてまとめました。
※ニュースと噂のまとめ動画については、WEBで調べれば出てくることしか入ってないとのご指摘もたまにありますが、ご要望もあるので「まとめ」ることに意味があると思ってやっています。Apple系のブログの方々も同じソースを使ってることも多いのでかぶるのは仕方ないですね。自分で検索せずに音声とスライドでざっくり流れがわかることを好む方向けです。
＜引用させていただいたサイト＞
Macお宝鑑定団様
http://www.macotakara.jp/blog/rumor/entry-41091.html
9to5Mac
https://9to5mac.com/2021/04/05/tvos-14-5-beta-code-suggests-120hz-support-coming-to-a-new-apple-tv-model/
https://9to5mac.com/2021/04/05/apple-external-display-m1-mac-opinion/
https://9to5mac.com/2021/04/02/apples-spring-accessory-refresh-expected-soon-as-supposed-new-magsafe-case-colors-leak/
MacRumors
https://www.macrumors.com/2021/04/05/app-tracking-transparency-developer-reminder/
https://www.macrumors.com/2021/04/05/tim-cook-sideloading-apps-would-break-the-iphone/
https://www.macrumors.com/2021/04/04/adobe-illustrator-apple-silicon-beta/
https://www.macrumors.com/2021/04/03/imac-big-display-leak/
https://www.macrumors.com/2021/04/01/iphone-se-2023-hole-punch-design/
https://www.macrumors.com/2021/04/01/apple-flexgate-macbook-pro-models-court/
https://www.macrumors.com/2021/03/31/tvos-14-5-beta-6-tv-remote-center-button/
https://www.macrumors.com/2021/03/31/kuo-iphone-13-wide-angle-lens/
Bloomberg
https://www.bloomberg.com/news/articles/2021-04-01/tsmc-to-invest-100-billion-over-three-years-to-grow-capacity
Apple
https://developer.apple.com/wwdc21/
https://www.apple.com/jp/newsroom/2021/04/apple-arcade-expands-its-award-winning-catalog-to-more-than-180-games/
＜関連動画＞
AirPods 3は7-9月？新型iPad Pro/iMacの痕跡に、AirTag詳細？Appleの1週間 噂とニュースまとめ・20210329
https://youtu.be/a3E_oPjPZeA
えー！Appleイベント＆新製品は4月説が浮上！iPad ProはThunderboltで4月から生産？AirPods 3は7から9月生産？などのまとめ・2021年3月18日
https://youtu.be/g86h_zVx5EA
先週のまとめ動画
AirPods 3が良さげ！3/23イベント？iPhone 13画面内Touch IDアリ？Appleの噂とニュース１週間まとめ 2021年3月15日
https://youtu.be/cB1AsDZ6IXo
3月にAppleシリコン新型「iMac 」出るのか？一部モデルが購入不可・M1？M1X？24インチ？
https://youtu.be/rFjYI2_XIBg
iPhone 13ノッチ縮小？画面内指紋認証の行方？ARコンタクトレンズ？Appleのニュースと噂1週間まとめ！2021年3月8日
https://youtu.be/2FFNudW4hvE
3月にAppleシリコン新型「iMac 」出るのか？一部モデルが購入不可・M1？M1X？24インチ？
https://youtu.be/rFjYI2_XIBg
MacBook Pro 14”16”は8月9月？SDスロット？iMacアルミ色物？Appleのニュースと噂１週間まとめ・2021年3月1日
https://youtu.be/hrWUh8Pyuug
iPhone 13は常時表示にポートレートビデオ？ここ1週間のAppleのニュースと噂・2021/2/15
https://youtu.be/PhlnoYJE7Us
「iPhone 12 miniがそれほど売れてないらしい」について考える・ちょっと寂しいけど分析
https://youtu.be/mr-001_SK3c
マスク装着時iPhoneをWatchでロック解除！などiPhone/Watchの嬉しいニュースと噂のまとめ 2021/2/03・iOS 14.5Betaや SE Plus/13など10日間
https://youtu.be/6uvvw1WrajY
心電図にiPad mini 6やiPhone画面内指紋認証！Appleの楽しみな噂続出！最近の噂とニュースまとめ・2021/1/22
https://youtu.be/iHCUJLq5zvI
Appleの忘れ物追跡タグ「AirTag」用とされるキーホルダーを入手し妄想満喫！エアタグの足音が聞こえる・いよいよ発売か？
https://youtu.be/CwmsFMrR0QI
2021年今年出そうなApple新製品！噂まとめ・iPad miniにAirTag、miniLED Macなど
https://youtu.be/aZS047foWcc
2020→2021 Appleへの期待・ハズレ製品もツッコミ所あるのも大歓迎！攻めた結果ならApple愛で受け止める
https://youtu.be/sAOtPbhTEEU
2020年Apple製品「買って良かった」ベスト10・1ユーザーとして気に入ったもの
https://youtu.be/p35BpxdT3J8
再生リスト：2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw
再生リスト：気になるニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxnZBaYgoQqQgTHnaxGLsmGa
再生リスト：2020年Apple新製品
https://youtube.com/playlist?list=PL1bNs6yZxdxm
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro（Simフリー）
・iPhone 12 mini（Simフリー）
・iPadPro 11”（Simフリー）
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ＆専用ケース
動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド）
Adobe Character Animator（アニメーション）
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#Apple
#iPhone13
#噂とニュース
本編で使用した曲：Twin Musicomの「Italian Afternoon」はCreative Commons By Attribution License.（https://creativecommons.org/licenses/by/3.0/us/）によりライセンス付与されています。
アーティスト： http://www.twinmusicom.org/
Even as bad news and negative reports become the “new normal,” you can still expect your best days to be ahead of you.
This excerpt is from: Expect Good In Times Of Trouble (17 May 2020)
Get the full message:
Joseph Prince app - https://josephprince.app.link/mzEJ7WOgF6
JosephPrince.com - https://bit.ly/3bNmHk0
Experience robust hope and peace when you see the Lord’s heart to protect and provide for you and your family. In this encouraging message by Joseph Prince, learn how you can:
• Speak good and begin to experience good in your situation.
• Break free from wrong believing that holds you back from your blessed future in Christ.
• Pray bold, faith-filled prayers in line with God’s will and experience divine deliverance from your troubles.
• Stand on God’s unfailing promises and come out of every trial with new strength and stability.
Beloved, even in these troubling times, you have every reason to look forward to good in your life!
Subscribe for free official sermon notes at: http://josephprince.com/sermon-notes
Find us at:
https://www.facebook.com/JosephPrince
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#josephprince #2020sermon #expectgood #4things
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news break app 在 Augusta, GA Local - News Break - Home | Facebook 的推薦與評價
— A Georgia high school senior has been accepted to 48 colleges and offered $600,000 in scholarships. [DOWNLOAD: Free WSB-TV News app for alerts as news breaks] ... ... <看更多>