🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
同時也有5部Youtube影片,追蹤數超過2萬的網紅Sarah Tang,也在其Youtube影片中提到,快來訂閱Sarah吧►https://goo.gl/2wSaqs 追蹤我的生活►IG:https://goo.gl/2Tcnfz 又來BNO的話題!! 今次分享英國人才知道的高薪職業!!和香港人工反差實在太大了?最高薪的竟然係... 人工Source : HK:https://www2.ctgo...
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- 關於commercial real estate 在 Ray Mak Youtube 的最佳貼文
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commercial real estate 在 柬埔寨房地產投資 Facebook 的精選貼文
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◤The Rundown: Ørsted signs investment agreement for Taiwan wind farm◢
A bi-weekly snapshot of Taiwan business news stories brought to you by CommonWealth Magazine and AmCham Taiawn.
📍 Ørsted signs investment agreement for Taiwan wind farm
📍 Mediatek to acquire Ethernet chip designer IC Plus
📍 COVID-19 impacts Taipei’s commercial real estate market in 2020
---
✹More stories to follow. Please visit
https://bit.ly/2Ip2NTC
#Ørsted #Mediatek #COVID-19 #RealEstate
commercial real estate 在 Sarah Tang Youtube 的精選貼文
快來訂閱Sarah吧►https://goo.gl/2wSaqs
追蹤我的生活►IG:https://goo.gl/2Tcnfz
又來BNO的話題!!
今次分享英國人才知道的高薪職業!!和香港人工反差實在太大了?最高薪的竟然係...
人工Source :
HK:https://www2.ctgoodjobs.hk/
UK:https://www.indeed.co.uk/
提及到的職業:
老師 Teacher
https://www.prospects.ac.uk/jobs-and-work-experience/job-sectors/teacher-training-and-education/how-much-do-teachers-get-paid
醫生 Doctor
https://www.healthcareers.nhs.uk/explore-roles/doctors/pay-doctors
*注意片中比較的是醫生起身點,有經驗的醫生人工就不會這麼低
Software Developer
https://www.indeed.co.uk/salaries/software-engineer-Salaries
垃圾清理員 Rubbish collector
https://www.glassdoor.co.uk/Salaries/refuse-collector-salary-SRCH_KO0,16.htm
名店Sales
https://www.indeed.co.uk/salaries/sales-executive-Salaries
地產經紀 Property Agent
https://www.indeed.co.uk/salaries/real-estate-agent-Salaries
律師 Solicitor
https://www.indeed.co.uk/salaries/commercial-solicitor-Salaries
火車司機 Train driver/Tube driver
https://www.glassdoor.co.uk/Salaries/train-driver-salary-SRCH_KO0,12.htm
#BNO移民英國 #bno平權 #英國生活
commercial real estate 在 Ray Mak Youtube 的最佳貼文
?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com
?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey
?Listen on Spotify ▸ https://sptfy.com/raymak
?Listen on Apple Music ▸ https://music.apple.com/sg/artist/ray-mak/1498802526
?Full Song List ▸ http://www.redefiningpiano.com
Talk to me :
? Instagram ▸ http://instagram.com/makhonkit
? Facebook ▸ http://facebook.com/raymakpiano
? Twitter ▸ http://twitter.com/makhonkit
Ray Mak
http://www.makhonkit.com
To be converted into a Commercial Bungalow, Perfect for Business Owners looking for Maximum Visibility from Jalan Ampang.
This location is where profitable companies, restaurants, car dealers, showrooms, furniture stores, and even banks are located. It is in extremely high demand and available units are close to none.
Taman Ampang Utama is extremely strategic. Within 7 minutes drive along Jalan Ampang is the Kuala Lumpur City Center. International School of Kuala Lumpur is located within 3 minutes drive from the bungalow. There are also two highly prestigious community clubs with swimming pools, tennis courts, badminton court, basketball etc. to name a few within short distance. Restaurants, banks, international grocery stores, Korean town, business centers, are some of the amenities surrounding the house.
Summary :
Land Area : 6,160 square feet
Build-up : 4,999 square feet
Floors : 2
Rooms : 5 + 1
Bathrooms : 5
Carpark : 2 Sedans
Furnishing : Partly Furnished
Features : Fantastic Location, Maximum Visibility!
commercial real estate 在 Ray Mak Youtube 的最佳貼文
?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com
?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey
?Listen on Spotify ▸ https://sptfy.com/raymak
?Listen on Apple Music ▸ https://music.apple.com/sg/artist/ray-mak/1498802526
?Full Song List ▸ http://www.redefiningpiano.com
Talk to me :
? Instagram ▸ http://instagram.com/makhonkit
? Facebook ▸ http://facebook.com/raymakpiano
? Twitter ▸ http://twitter.com/makhonkit
Ray Mak
http://www.makhonkit.com
Located in Kemensah Mewah, this newly built Double-storey Semi Detached House with a basement FREEHOLD bungalow features a highly unique contemporary design. It is also located within a gated and guarded area. The materials used in building this Semi Detached House you can call home is absolutely pristine. Developer is a passionate entrepreneur from Hong Kong who resides in Canada. The designs of these houses were inspired by those in Canada.
Located behind the National Zoo of Malaysia, Kemensah Mewah is a freehold development nestled in Kemensah, Ampang. Don't worry, it is located a good distance from the zoo that, you'll not hear the lions' roar. Subsequently, Kemensah Mewah is known for its green serene and refreshing environment, as well as its exclusivity.
Kemensah Mewah has all kind of facilities and amenities one will probably looking for which includes commercial centers, academic institutions, and health centers. There are several good schools within the vicinity, such as Sekolah Menengah Kebangsaan Taman Melati, Sekolah Menengah Wangsa Jaya, Sekolah Menengah Klang Gate and Sekolah Kebangsaan Wangsa Melati. The International School of Kuala Lumpur is also within a short drive away.
Besides academic institutions, in case of an emergency Damai Service Hospital is within 5 minutes drive from Kemensah Heights. It is also surrounded by the commercial shop-lots in Taman Melawati, Taman Permata, Desa Setapak dan Wangsa Maju where one can easily find post office, shopping centers, prominent banks, restaurants and more. You'll get basically everything you need within a short drive away.
In terms of accessibility, Kemensah Mewah can be accessible from Middle Ring Road 2, Karak Highway, Duke Highway and Ampang-KL Elevated Highway. Apart from that, it is only within 10 minutes drive to the nearest Wangsa Maju LRT station.
Summary :
Location : Kemensah Mewah
Condition : Excellent
Tenure : Freehold
Build Up : 4,086
Land Area : 3,880
Storey : 2 with 1 Basement
Bedrooms : 4 + 1
Bathrooms : 5
Parking : 2
Type : Intermediate
Maintenance : RM 250 per month
Furnishing : Partly
Features : Fully Air Cond, Folding Auto-Gate, Large Entrance, High Ceilings, Solar Heater, Limestone Bathrooms, Complete Kitchen Cabinets Tastefully Designed by Owner, Johnson Suisse Bathwares, Full CCTV, Huge Family Lounge, Marble and Timber Flooring, Jacuzzi, Baby's Room, Safety Basement (Panic Room) with Automatic Doors and Separate Power Supply, High Quality Red Clay Bricks, Alarm System, Water Tank, etc.
commercial real estate 在 Commercial Real Estate - Home | Facebook 的推薦與評價
Commercial Real Estate. 138615 likes · 2398 talking about this. CommercialRealEstate is an integrated print and online marketing and media business... ... <看更多>