🌻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.

#EZTALK #你不知道的美國大小事
#五十步笑百步 英文怎麼說 #打開看全文加強實力

本週🇺🇸美國大小事改來介紹煮菜少不了的鍋具啦！！
pot 跟 pan 平平都是「鍋」，但pot指「深鍋」，pan指「淺鍋」
今天先介紹跟pot有關的諺語 4 個～
順便搭上最近很夯的 #正義聯盟 四小時導演剪輯版作為例句

對 #syndercut 有興趣的讀者，不要錯過下週的 #編輯聊英文 podcast！

--正文開始

Have you ever noticed that it seems to take forever for water to boil if stand in front of the stove waiting?1⃣This is the source of the expression “a watched pot never boils,” which means that when you want something to happen, paying close attention will make the wait seem much longer. Ex: Don’t just sit there next to the phone waiting for Lisa to call—a watched pot never boils.
不知道你有沒有注意到，煮水的時候你要是一直站在爐火前等，這等待的時間彷彿就像永遠一樣長？這種感覺正好是諺語a watched pot never boils「某事是急不得的」的由來，意思是：當你越希望某件事情能發生，給它越多關注，那件事情就似乎越晚才會發生。如：Don’t just sit there next to the phone waiting for Lisa to call—a watched pot never boils.（不要只是坐在電話旁邊等麗莎打給你──心急吃不了熱豆腐。）

Pots and kettles left on the stove for a long time tend to turn black. So if the pot calls the kettle black, well, the pot is probably black too. 2⃣ So this idiom is used to describe people criticising another person for a fault they have themselves. Ex: Robert accused me of being selfish—talk about the pot calling the kettle black!
要是把鍋跟煮水壺放在爐火上越久，顏色就會變深變黑。所以如果鍋子笑水壺黑，嗯，鍋子自己也是黑的啊。因此，諺語the pot calls the kettle black就是「五十步笑百步」的意思：Robert accused me of being selfish—talk about the pot calling the kettle black!（羅伯罵我自私──拜託，他是五十步笑百步好嗎！）

When you prepare meat to make a stew, you cut it up into tiny pieces and put in the pot. 3⃣ So the phrase “go to pot” came to mean “deteriorate, decline, be ruined.” Ex: Their business went to pot during the recession.
如果你要燉肉，你會把肉切成小塊再放入鍋裡，因此入鍋（go to pot）延伸有「毀壞、衰弱、完蛋」的意思，像是：Their business went to pot during the recession.（經濟蕭條期間，他們的公司也一起完蛋。）

4⃣But not all pots are made for cooking—like chamber pots, for example. You’d have to be pretty poor not to be able to afford a chamber pot, so if someone “doesn’t have a pot to piss in,” it means they’re very poor. Ex: Steve can’t lend you the money—he doesn’t have a pot to piss in.
不過呢，並非所有的鍋子都是用來煮飯的──像便壺（chamber pot）就不是。便壺這種東西，除非你是非常窮，否則不太可能買不起，因此，如果你說某人doesn’t have a pot to piss in（沒有便壺可小便），就是在暗示那個人非常窮困。如：Steve can’t lend you the money—he doesn’t have a pot to piss in.（史提夫不可能借你錢──他自己都窮到快被鬼抓走。）

--
🔔 按下「搶先看」，每週五【美國大小事】，由 Judd 編審分享最即時美國新鮮事！想知道更多美國文化，請看 👉 http://bit.ly/EZTalk嚴選

#天有眼: the eye of providence
————————-
天有眼 - 毛孟靜
中文的天有眼，一般跟 karma「業」劃上等號，指好人做好事會有好報，而壞人做壞事自然就有惡報。

英文也有類似的「天眼」，the eye of providence，指天道、天意、天命的眼睛；又叫 the all-seeing eye of God ，上帝無所不見的眼睛——這個講法，就更有源自基督教的宗教意味了。

西方的天有眼，不單止口述，且常常以圖案方式表達：一隻眼睛以光線或一道光包圍，it represents the eye of God watching over humanity，代表天主審視眾生。

*They may be doing and getting whatever they want, but the eye of providence is watching. 他們或可為所欲為，但相信天有眼。

說天有眼，而不說天有耳朵、鼻子或嘴巴，相信主要因為西方傳統有這句話：眼睛是靈魂之窗，The eyes are the window TO your soul。

好些西方文化中，雙目也就代表 the window OF the soul。網上有這樣的解說：This means that they immediately reflect our emotions, our fears, and our deepest emotive shades. 意思是眼睛會即時反映我們的情緒、恐懼及最深層次的感情。

"Look me in the eyes!"「看着我的眼睛！」這種四目交投的要求，是要透過對方雙眼來幫助判斷誠懇及坦白的程度。

古羅馬大儒 Cicero 西塞羅有這一名句：The face is a picture of the mind as the eyes are its interpreter. 一張臉，描繪一個人的思想，一雙眼，解釋了思想。

於是不論在哪一種語文，常常會包含仔細形容眼神的流露。眼前世紀疫情蔓延，人人都戴上口罩，看不到其他面部表情，就只剩下雙目，也許就更需要學習這方面的描述。例：

** That's an elderly man whose eyes often dance with mischief and amusement. 那是個雙眼常常跳動着調皮及饒有興味的老人。
** He watched them with eyes dispensing dark ambivalence. 他瞪着他們，露出陰沉曖昧的眼神。

** There was plenty of mirth in her eyes. 她的眼睛充滿笑意。
** There was nothing in his eyes except observational curiosity. 他眼裏除了因觀察而流露好奇的神色，什麼也沒有。
—————-

台灣人的奇怪迷信! | Weird Taiwanese Superstition! | Life in Taiwan #34

Hello everyone!! I am super excited to share my new video with you all! Today I talk about superstition in Taiwan! I recently watched a movie that included a ghost marriage! This made me interested in Taiwanese superstition. Let´s talk about it together!

最近我看一個電影,血觀音. 這個電影裡有一個冥婚. 看這個電影以後我覺得台灣的迷信很有意思! 所以我拍了今天的影片! 台灣人的奇怪迷信!

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Girl: Have you send the message to me
Boy: Yes, I am
Girl: You like me?
Boy: Hmm……

Girl: Have you send the message to me
Boy: Yes, I am
Girl: You like me?
Boy: Hmm……

Girl: What date is your birthday?
Boy: 14th Sept.
Girl: Nearly
Girl: Maybe I give the birthday gift to you.
Boy: Thank you!

Girl: What date is your birthday?
Boy: 14th Sept.
Girl: 14th Sept.
Boy: Will you give the birthday gift to me?
Girl: Quinella no.9 and 14
Girl: What weight are you?
Boy: 150 pounds
Girl: Total bet amount: $150
Boy: Are you crazy?
Girl: Thank you so much
Girl: Give me lucky numbers for horse racing
Girl: Sure win

Girl: Hello
Boy: Are you Fruit Jam?
Girl: Yes
Boy: My friend introduced me to watch the sci-fi movie.
Will you watch it with me together?
Girl: Great, I love it too but I have watched it before.
But I can watch it again.
Boy: Ok, see you tonight.

Girl: Hello
Boy: Are you Nami?
Girl: Yes
Boy: My friend introduced me to watch the sci-fi movie.
Girl: Great, I like to watch the sci-fi movie too
Boy: Maybe we watch it tonight
Girl: But I should be so busy tonight
For bathing, watch TV, online.
Boy: Ok, maybe next time.
Girl: Ok, Bye bye