🌻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8部Youtube影片,追蹤數超過12萬的網紅一二三渡辺,也在其Youtube影片中提到,ユーチューブつながりです、 素晴らしいGTRに圧倒されました、 日本初のダチョウ料理専門店、 ライダーズカフェMACHⅢ 大阪府堺市美原区北余部469-6 TEL&FAX072-361ー3171 It was formally announced to assume the ca...
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ford stock price 在 浩爾譯世界 Facebook 的精選貼文
【每日國際選讀】
#文末挑戰多益選擇題📝
散戶進場機會來了!特斯拉一股拆五股
開啟「接收通知」和「搶先看」每天吸收雙語時事新知
來讀華爾街日報獨家
🔥Tesla to Enact 5-for-1 Stock Split
特斯拉1股變5股,股價盤後大漲
🚗Tesla Inc. said it would enact a 5-for-1 stock split after a share-price surge over recent months vaulted the electric-vehicle maker to the status of most-valuable car company as Chief Executive Elon Musk navigated the pandemic.
特斯拉日前宣布實施股份1拆5,最近幾個月,在CEO馬斯克應對疫情之際,這家電動車生產商的股價大幅上漲,一舉成為當今估值最高的汽車公司。
-enact: 實施(計畫、法案)
-stock split: 股票拆分
-vault: 一舉實現、一躍成為
🚕Enthusiasm for Tesla’s stock has been fueled by four consecutive quarters of profit and Wall Street’s expectation the company will post its first-ever full-year profit. The company’s shares rose more than 6% in after-hours trading following the Tuesday announcement after closing lower at $1,374.39.
特斯拉公司連續四個財季實現盈利,激勵市場對該公司股票的樂觀情緒。週二常規交易時段該股作收1,374.39美元,隨著拆股消息公佈,特斯拉股價在當日盤後上漲逾6%;
-consecutive quarter: 連續季度
-profit: 獲利
-after-hours trading: 盤後交易
🦅Mr. Musk, who has criticized the company’s stock price as too high, has said on Twitter that a split was worth discussing at the company’s annual shareholder meeting. That meeting has been pushed back to September amid the pandemic. Several investors had urged Mr. Musk to pursue a stock split.
曾批評自家公司股價過高的馬斯克在Twitter上表示,拆分股票一事值得在特斯拉的年度股東大會上討論。受疫情影響,今年的股東大會被推遲到9月份。此前已有幾位投資者力勸馬斯克進行拆股。
-worth V+ing: 值得做某事
-shareholder meeting: 股東大會
-urge sb. To do sth.: 要求、催促某人做某事
🔧The rise in Tesla shares has been driven in part by the start of production late last year of the Model 3 sedan at a new factory in China. Those deliveries helped offset the setback Tesla suffered in March when officials in the San Francisco Bay Area ordered it to stop production at its lone U.S. car assembly plant to battle the Covid-19 outbreak.
激勵特斯拉股價上漲的推動力之一是該公司在中國新建的工廠,於去年年底開始生產Model 3轎車。這些車輛的交付有助於抵消了特斯拉今年3月份在美國遭遇的挫折。當時為對抗疫情,舊金山灣區的政府官員下令停工特斯拉在美國唯一的汽車組裝廠。
-in part: 一部分
-delivery: 交付、出貨
-offset: 抵銷
💰The company, as part of Mr. Musk’s effort to turn Tesla from a niche car company into a mainstream vehicle maker, is pressing ahead with the construction of its first European factory near Berlin and last month said it would build another in the U.S. in Austin, Texas, one of the few new major car assembly plants to be built in the U.S. in the past decade.
馬斯克努力將特斯拉從一家小眾汽車公司轉變為主流汽車製造商,目前正在推進歐洲第一家工廠的建設,該工廠選址位於柏林近郊。上個月也宣布將在美國德州奧斯汀再建一家工廠,這將是過去10年來少數設址於美國的大型汽車組裝廠之一。
-niche: 小眾的、利基的
-mainstream: 主流的
-car assembly plant: 汽車組裝廠
未完待續...
股票拆分會對特斯拉的營運產生影響嗎?
加入文末每日國際選讀計畫,解鎖完整語音導讀版
——
原文連結請看留言
——
❓❓多益模擬題❓:
The split wouldn’t change Tesla’s _______—which as of Tuesday stood at more than Toyota Motor Corp. and Ford Motor Co.’s combined—but it could make the stock more appealing to a ____ base of investors.
🙋🏻♀️🙋🏼♀️
A. market value/ broader
B. book value/ wider
C. enterprise value/ confined
-
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ford stock price 在 一二三渡辺 Youtube 的精選貼文
ユーチューブつながりです、
素晴らしいGTRに圧倒されました、
日本初のダチョウ料理専門店、
ライダーズカフェMACHⅢ
大阪府堺市美原区北余部469-6
TEL&FAX072-361ー3171
It was formally announced to assume the car name to be "Nissan and GT-R", and was begun the early reservation order on September 26. It came to walk on the road besides the skyline though a current tradition was succeeded to in consideration of the balance of Infiniti and G when selling it out of Japan. Opening a global site (six national languages including Japanese) to the public was begun on the same day, too.
Two from which installation of Nissan high performance center in 160 places in the whole country that does sales and after-sales service was announced at the same time
GT-R was first open to the public in Fuji Television Network "New report premiere A" on October 21. At this point, the mask was still given to the bumper.
Founder R35 type(2007-)
Impressive advertisement: THE LEGEND IS REAL
The sales price in Japan began selling from 7.77 million yen on the vicinity and December 6. "Premium edition" with which "Black edition" in which a special interior color and the leather seat in addition to the base model can be chosen in a Japanese specification and the BOSE premium sound system and the antitheft device are equipped normally is prepared.
Design etc.
The total length and the width, etc. have increased greatly by the R34 type as an initial model of the third generation GT-R in this R35GT-R seen Takehone the design though De Zain is suppressed.
It is equipped with the speed meter, the tachometer, and the display of the number of gears at 340 km/h in the car. (It was a bytalk, and the method that was the right in the left the speed meter as said by the tachometer for R34GT-R was adopted. )Moreover, it became more large-scale than MFD from which multi function display (MFD) that was able to be called one of the features of R34 type skyline GT-R even by this R35 type was installed in the R34 type equipped with continuation and more multifunctional. Polyphonic digital to develop Grantsurismoshirez took charge of the design of the MFD screen.
The start and the stop of the engine are done with a red button that exists in the center console. When the door is opened from the outside, the doorknob is a storage type, and it pushes in a knob, the knob that has projected from the other side is pulled, and the opened shape is taken.
Drive train
...past ATTESA E-TS.. following 3. Moreover, the clutch, the transmission, and the transfer are put behind the vehicle, and "Independent type transaxle 4WD" integrated with Riyadef is adopted. It is called, "Premium midship package" together with the engine arranged in the reception desk midship. Moreover, because it has machine type 1.5WayLSD (Rimiteddosrippdef) in Riadef, running in the circuit is easy.
It exists a lot, and alpha Romeo in the FR age etc. also have the one that the clutch and the transfer were distributed to rear, and the rear-wheel-drive car of the transaxle : about transaxle type 4WD though it has been achieved by delivery Ford and RS200 by it in the 1980's. As "Independent type transaxle 4WD" to make the clutch, the transmission, and the transfer become independent by the set because the clutch is installed in the engine side in the drive train of RS200, it becomes the first in the world, and Nissan is acquiring the patent for this. This was achieved by adopting the drive shaft made of carbon FRP light, Inarsha few, the vibrational absorption high. Moreover, it is called "VDC-R" because of GT-R that does a weather resistant super-car in Shilshi, has three modes, and it equips it with the slipping sideways prevention mechanism of a special tuning.
![post-title](https://i.ytimg.com/vi/ak_C2l-NVLI/hqdefault.jpg)
ford stock price 在 一二三渡辺 Youtube 的最佳解答
ユーチューブつながりです、
素晴らしいGTRに圧倒されました、
日本初のダチョウ料理専門店、
ライダーズカフェMACHⅢ
大阪府堺市美原区北余部469-6
TEL&FAX072-361ー3171
It was formally announced to assume the car name to be "Nissan and GT-R", and was begun the early reservation order on September 26. It came to walk on the road besides the skyline though a current tradition was succeeded to in consideration of the balance of Infiniti and G when selling it out of Japan. Opening a global site (six national languages including Japanese) to the public was begun on the same day, too.
Two from which installation of Nissan high performance center in 160 places in the whole country that does sales and after-sales service was announced at the same time
GT-R was first open to the public in Fuji Television Network "New report premiere A" on October 21. At this point, the mask was still given to the bumper.
Founder R35 type(2007-)
Impressive advertisement: THE LEGEND IS REAL
The sales price in Japan began selling from 7.77 million yen on the vicinity and December 6. "Premium edition" with which "Black edition" in which a special interior color and the leather seat in addition to the base model can be chosen in a Japanese specification and the BOSE premium sound system and the antitheft device are equipped normally is prepared.
Design etc.
The total length and the width, etc. have increased greatly by the R34 type as an initial model of the third generation GT-R in this R35GT-R seen Takehone the design though De Zain is suppressed.
It is equipped with the speed meter, the tachometer, and the display of the number of gears at 340 km/h in the car. (It was a bytalk, and the method that was the right in the left the speed meter as said by the tachometer for R34GT-R was adopted. )Moreover, it became more large-scale than MFD from which multi function display (MFD) that was able to be called one of the features of R34 type skyline GT-R even by this R35 type was installed in the R34 type equipped with continuation and more multifunctional. Polyphonic digital to develop Grantsurismoshirez took charge of the design of the MFD screen.
The start and the stop of the engine are done with a red button that exists in the center console. When the door is opened from the outside, the doorknob is a storage type, and it pushes in a knob, the knob that has projected from the other side is pulled, and the opened shape is taken.
Drive train
...past ATTESA E-TS.. following 3. Moreover, the clutch, the transmission, and the transfer are put behind the vehicle, and "Independent type transaxle 4WD" integrated with Riyadef is adopted. It is called, "Premium midship package" together with the engine arranged in the reception desk midship. Moreover, because it has machine type 1.5WayLSD (Rimiteddosrippdef) in Riadef, running in the circuit is easy.
It exists a lot, and alpha Romeo in the FR age etc. also have the one that the clutch and the transfer were distributed to rear, and the rear-wheel-drive car of the transaxle : about transaxle type 4WD though it has been achieved by delivery Ford and RS200 by it in the 1980's. As "Independent type transaxle 4WD" to make the clutch, the transmission, and the transfer become independent by the set because the clutch is installed in the engine side in the drive train of RS200, it becomes the first in the world, and Nissan is acquiring the patent for this. This was achieved by adopting the drive shaft made of carbon FRP light, Inarsha few, the vibrational absorption high. Moreover, it is called "VDC-R" because of GT-R that does a weather resistant super-car in Shilshi, has three modes, and it equips it with the slipping sideways prevention mechanism of a special tuning.
![post-title](https://i.ytimg.com/vi/6bYv7UZ6WgM/hqdefault.jpg?sqp=-oaymwEbCKgBEF5IVfKriqkDDggBFQAAiEIYAXABwAEG&rs=AOn4CLD7BcK7ML3Y71Ovs3JbTdyvINqLZQ)
ford stock price 在 一二三渡辺 Youtube 的最佳貼文
日本初のダチョウ料理専門店、
ライダーズカフェMACHⅢ
大阪府堺市美原区北余部469-6
TEL&FAX072-361ー3171
http://www.h4.dion.ne.jp/~maltuha/index.html
It was formally announced to assume the car name to be "Nissan and GT-R", and was begun the early reservation order on September 26. It came to walk on the road besides the skyline though a current tradition was succeeded to in consideration of the balance of Infiniti and G when selling it out of Japan. Opening a global site (six national languages including Japanese) to the public was begun on the same day, too.
Two from which installation of Nissan high performance center in 160 places in the whole country that does sales and after-sales service was announced at the same time
GT-R was first open to the public in Fuji Television Network "New report premiere A" on October 21. At this point, the mask was still given to the bumper.
Founder R35 type(2007-)
Impressive advertisement: THE LEGEND IS REAL
The sales price in Japan began selling from 7.77 million yen on the vicinity and December 6. "Premium edition" with which "Black edition" in which a special interior color and the leather seat in addition to the base model can be chosen in a Japanese specification and the BOSE premium sound system and the antitheft device are equipped normally is prepared.
Design etc.
The total length and the width, etc. have increased greatly by the R34 type as an initial model of the third generation GT-R in this R35GT-R seen Takehone the design though De Zain is suppressed.
It is equipped with the speed meter, the tachometer, and the display of the number of gears at 340 km/h in the car. (It was a bytalk, and the method that was the right in the left the speed meter as said by the tachometer for R34GT-R was adopted. )Moreover, it became more large-scale than MFD from which multi function display (MFD) that was able to be called one of the features of R34 type skyline GT-R even by this R35 type was installed in the R34 type equipped with continuation and more multifunctional. Polyphonic digital to develop Grantsurismoshirez took charge of the design of the MFD screen.
The start and the stop of the engine are done with a red button that exists in the center console. When the door is opened from the outside, the doorknob is a storage type, and it pushes in a knob, the knob that has projected from the other side is pulled, and the opened shape is taken.
Drive train
...past ATTESA E-TS.. following 3. Moreover, the clutch, the transmission, and the transfer are put behind the vehicle, and "Independent type transaxle 4WD" integrated with Riyadef is adopted. It is called, "Premium midship package" together with the engine arranged in the reception desk midship. Moreover, because it has machine type 1.5WayLSD (Rimiteddosrippdef) in Riadef, running in the circuit is easy.
It exists a lot, and alpha Romeo in the FR age etc. also have the one that the clutch and the transfer were distributed to rear, and the rear-wheel-drive car of the transaxle : about transaxle type 4WD though it has been achieved by delivery Ford and RS200 by it in the 1980's. As "Independent type transaxle 4WD" to make the clutch, the transmission, and the transfer become independent by the set because the clutch is installed in the engine side in the drive train of RS200, it becomes the first in the world, and Nissan is acquiring the patent for this. This was achieved by adopting the drive shaft made of carbon FRP light, Inarsha few, the vibrational absorption high. Moreover, it is called "VDC-R" because of GT-R that does a weather resistant super-car in Shilshi, has three modes, and it equips it with the slipping sideways prevention mechanism of a special tuning.
The transmission adopts six velocity automatic transmission. The six plate dual clutch system of Bolgwarnar can be adopted, it provide with the multiplate wet clutch at 1, 3, five velocities, and 2, 4, and each six velocities, and it change the speed automatically in the velocity.
Limiter
![post-title](https://i.ytimg.com/vi/1HuWLhUNAJU/hqdefault.jpg?sqp=-oaymwEbCKgBEF5IVfKriqkDDggBFQAAiEIYAXABwAEG&rs=AOn4CLBHtSkhda7wV2DClZoN95azF2V3Yw)
ford stock price 在 Ford Stock Price | Is There UPSIDE Beyond $20 / share 的推薦與評價
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