🌻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.

▌筆譯日常 ▌

The daylight from Mrs. Chen downstairs window—of which she was rightfully proud, as windows were taxed—the light was waning, but so heavily was the missive printed.

看完句子後的第一個想法是：或許 tax 有我沒學過的意思。後來再三查證後發現，原來英國早些年有徵收過「窗戶稅」，也就是每開一個窗戶要多收稅金，所以聽說至今在英國仍可以看到許多窗戶封起來的房子為了避稅（我沒去過英國，真的是這樣嗎？）

【春天症狀】身體有濕更易感覺飽滯

⭐主管消化的脾討厭潮濕
⭐適量祛濕可紓緩症狀
#星期三CheckCheckMail

春天腸胃不聽話？
養好脾胃不怕濕滯

李小姐：「我媽最近常說春天到令人好濕滯，胃口不佳跟濕與滯有關嗎？」

CheckCheckCin：廣東話「濕滯」是指有麻煩事的意思，而從中醫角度來看，濕與滯的確有關係，因為身體需要靠脾胃運化水濕，脾胃功能失衡，水濕停滯，就容易出現腹部飽脹、消化不良、食慾不振、胃氣多等情況。有這些症狀的話建議先少食多餐，進食較清淡的食物，少吃滋膩、煎炸油膩等食物，另外也可試試這款有開胃理氣的茶飲。

酸柑陳皮茶
功效：行氣開胃，紓緩無胃口、欲吐等症狀。
材料：酸柑3枚、陳皮1角、蜂蜜1滴
做法：材料洗淨，酸柑切半，陳皮切絲。將材料放入保溫瓶，以熱開水焗10分鐘，加入蜂蜜，此茶可反覆沖泡至味淡。

✔️CheckCheckCin 美茶推介：濕重
材料：赤小豆、眉豆、扁豆衣
功效：健脾祛濕，紓緩疲倦、睡了好像還沒睡過、四肢重墜、水腫等症狀。

留言或按讚👍🏻支持一下我們吧！❤️ 歡迎 Follow 我們獲得更多養生資訊。

Take care of the spleen and stomach and keep dampness at bay

“My mum recently told me that dampness and stagnation often happen during spring, and this will cause appetite loss. Is there a relationship between dampness and stagnation?”

CheckCheckCin: In Cantonese, the two words that represent dampness and stagnation are ‘sap zai’, which also means nuisance or hassle. From the perspective of Chinese Medicine, dampness and stagnation are indeed related.

The body relies on the spleen and stomach to circulate fluid and dampness, so when these organs fail to function optimally, stagnation can occur. Symptoms such as bloating, indigestion, appetite loss, and abdominal gassiness would then emerge.

Individual with these symptoms should eat more meals but in a smaller quantity, and avoid consuming heavily seasoned, fried, oily, and sticky foods, as well as those with high satiety. Alternatively, you can try drinking this tea to improve your appetite and soothe the circulation of the qi.

Calamansi and dried citrus peel tea
Effects: promotes qi and stimulates appetite. Relieves lack of appetite and vomiting.
Ingredients: 3 calamansi, 1 dried citrus peel, 1 drop honey
Preparation: Rinse the ingredients. Cut the calamansi into half. Slice the dried citrus peel. Place all ingredients into thermos and add in hot water and steep for 10 minutes until aroma develops. Add honey. This tea can be re-brewed until flavour weakens.

✔ CheckCheckCin Recommendation: Dampness
Ingredients: Rice bean, black eyed bean, hyacinth bean coat
Effects: Strengthens the spleen and dispels dampness. Relieves fatigue, tired even after adequate sleep, heaviness in limbs and edema.
Welcome to order through our website: www.checkcheckcin.com

Comment below or like 👍🏻 this post to support us. ❤️ Follow us for more healthy living tips.

#男 #女 #我狀態OK #我胖了 #痰濕 #胃脹