🌻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.
american eagle outfitters台灣 在 [分享] 第一次買AE就上手- 看板IntlShopping 的推薦與評價
歡迎各位來到國際購買版 我相信很多人都是新手 想買東西 卻不知道該如何下手
今天介紹大家最常買的(?) AE
本文章將詳盡的介紹各步驟及各英文單字 只要你看得懂ABC 你也可以買AE
第一章 概述
1-1.AE是什麼?
AE是美國American Eagle Outfitters公司的縮寫 也常常縮寫為AEO
AE是美國年輕人服飾品牌
American Eagle Outfitters公司旗下有四個品牌
a.American Eagle 一般年輕男女服飾.配件 (以下簡稱AE)
b.aerie 女性貼身衣物及運動服飾.配件
c.77kids 專為2歲到10歲小朋友設計的品牌
d.Martin+OSA 較為成熟的男女上班及休閒服飾.配件
1-2.為什麼這麼多人買AE?
因為AE的款式流行(見仁見智).因為AE常常有折扣(我想這是主要原因XD)
1-3.我想買AE該怎麼買?
如果你人在美國.加拿大
-->上網搜尋離你最近的店面
https://www.ae.com/web/storelocator/default.jsp
如果你有耐心.肯學習.手上又有信用卡(AE接受台灣的信用卡 如非台灣卡請洽網站)
--> 請詳細讀完本文 自己操作 坐在家裡也能逛街
如果你生活忙碌.沒時間搞這些
-->請洽Helpbuy代買版 搜尋AE 很多代買者願意位你服務
第二章 準備工作
2-1.我該準備些什麼?
一台電腦.穩定的網路.還沒刷爆的信用卡.一個捲尺(如果不清楚尺寸).逛街的心情
第三章 開始血拼
3-1.步驟一-AE首頁
https://www.ae.com/ 進到AE官方網站
這時候你會看到上面橫欄寫著剛剛提過的AE.aerie,77kids
沒錯 這三個品牌是可以放在同一個訂單 一起結帳的
如果想購買Martin+OSA 請至https://www.martinandosa.com/
再來是第二個橫欄寫著
Mens(男性服飾).Womens(女性服飾).aerie(女性貼身).Clearance(清倉品!).Gift(禮物)
沒錯 看到清倉品了嗎?! AE的清倉區有很多款式 而且有可能只是上個月的新款唷
中間那一大塊通常都是新款展示 或是折扣廣告 看看就好 喜歡也可以點進去:)
其他小字就不介紹了
找好目標了嗎? 點下去就是了!
3-2.步驟二-衣服款式
別急別急 我們先介紹各種衣服名稱
Mens和Womens的衣服分類大同小異 不過還是有一些區分 我們一起來看看
(如果不想一直切換視窗一一對照 那就..每個都點 每個都逛吧:))
Tops 上衣
Hoodies 一般所說的帽T(含帽T及有拉鍊的連帽外套)
Graphic Ts 圖案T-shirt
Polos Polo衫
Shirts 襯衫
T's T-shirt(與上面Graphic Ts區別是 通常這個只有文字)
Sweathers 毛衣
Outerwear 外套
Tanks 無袖
Bottoms 下半身
Shorts 短褲
Pants 長褲(通常是休閒褲.不含牛仔褲)
Jeans 牛仔褲
Skirts 裙子
Dresses 洋裝
Accessories 配件
Jewelry 珠寶
Belts 皮帶
Hats 帽子
Wallets 皮夾
Sunglasses 太陽眼鏡
Bags 包包
Scarves 絲巾
Fragrance 女性香水
Cologne 男性古龍水
Footwear 鞋子
Flats 平底鞋
Flip Flops 拖鞋
Sandals 涼鞋
Sneakers 球鞋
Casuals 休閒鞋
Boots 靴子
Heels 高跟鞋
Underwear 男性貼身衣物 (這邊只有男性的 因為女性的都放在aerie了)
Boxers 四角褲(較寬鬆)
Briefs 四角內褲(較貼身)
Socks 襪子
Plant Ts 素面的T-shirt
Tanks 無袖內衣
Cold Weather Wear 冬天配件 (大概從十月開始賣 一月就清倉了)
Caps 有帽簷的毛線帽
Beanies 毛線帽
Trappers 可以蓋住耳朵的毛帽
Scarf 圍巾
Mittens 手套
先介紹到這 肚子餓了 先去吃飯XD
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