🌻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)
stock ticker 在 通勤十分鐘 On The Way To Work Facebook 的最佳解答
EP27📲
一年一度的世界經濟論壇於25開始舉行,為期五天,以往每年冬天會在瑞士的滑雪勝地Alps舉行,但是今年因為疫情所以改成以線上的方式舉辦,論壇創始人表示這次的談話主題是重建信任,希望藉由談話交流,恢復政府企業以及民間社會的三方信任。另外這週也會有更多公司發布他們的財報,接下來的幾天也會非常的忙碌,超過20%在S&P上面的公司都要來發布他們上一季的財報,包括蘋果、臉書、微軟以及特斯拉。
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在今年許多公司都因為疫情都減少了他的Dividend的情況下,有一些公司仍然持續配息就讓他變得特別突出,分享幾支能源類的Dividend Stock。
今天提到的公司:
Ticker: BIP, NEE
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今天的新聞來談談一間加拿大公司,大家應該不陌生,就是約莫2000年代席捲商務人士的Blackberry,該公司自從2021年1月4日收盤8塊加幣後,股價一路狂漲至今天收盤22.92塊加幣,到底是什麼原因讓這間公司的股價起死回生呢?
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圖片來源 Unsplash
stock ticker 在 愛德恩_小朋友也能學好投資 Facebook 的最佳解答
來 早安 11/4愛德恩盤前素懶 叫你起床上班
一. 今日大盤
美股又大漲五百點 現在期貨正在大漲260點 台指昨天夜盤漲90點 氛圍不錯 我看期貨留倉跟put call ratio都偏正面 回頭看看 前天空單補的很美 因為我看到甚麼做甚麼 要是堅持破線反彈繼續建空單會連續兩天喝很多魯損汁 昨天我隔夜部位也不大 就一點點餐與法說 不過全部都是多單 我昨天前天說的觀察點 吞是前面那跟黑K時 就不做空了 今天準備繼續收錢
一樣看到甚麼做甚麼 今天我繼續看被動元件 矽晶圓 動能爆量股~
操作就是依照自己的劇本執行而已 我每天都沒再擔心
[[[[[所有多單股票都是你有賺爽賣就賣 或跌破五日線/十日線賣]]]]]
二. 持有或觀察中股票 法人籌碼追蹤 非買賣建議 有空看看就好
2379 瑞昱 外資賣六百張 投信賣140張 昨天法說
4736 太薄 外資賣兩百張 投信沒動 3Q 數字不好 我小部位放著 還沒到停損
6173 信昌電 外資買1300張 昨天鎖漲停 留 華新科要鎖不鎖盤中出光了
6488 換球晶 外資買六百張 投信買25張 今天新聞好 昨天法說
三. 新聞大方向 讓你找動能
(+)環球晶前三季大賺近百億 喊明年矽晶圓價漲
(+)蘋果最便宜筆電來了 台積、鴻海、廣達利多
(+)被動元件、矽晶圓 買盤點火
(+)宏捷科10月營收 衝高
(+)平板氣勢盛 全球出貨季季高
(+)牧德拉貨回溫 營收連三月成長 我沒有玩
(+)Q3獲利創高 亞德客、瑞昱迎暖冬 亞德課營暖冬然後兩根大黑K 哈哈哈
( = ) 出貨報喜 美律、義隆 資金搶進
( = ) 南電10月營收報捷 本季正面看待
(+) 瑞昱12.1元 網路需求火熱
( = )上銀Q3獲利 八季新高 券商還是保守 我會觀察
(+) 海運大缺櫃 陽明受惠
(-) 台橡Q3每股虧0.28元
四. 其他
(+) 多家券商調高環球晶6488目標價 一家升評
(-) 外資普遍調低上銀幕標價2049
(+) 多家券商調高2379瑞昱目標價
(+) 多家券商調高海運貨櫃目標價2603 2615
---今天台光電2383 元大今2885 世界5347 群電(我忘記ticker)法說
早上工作一小時的精華都給你了 請各位幫我按讚分享出去阿!!!
愛德恩感謝你 穩一個 ~~~~~~~~ Cheers.
#investment #stock #trading #solar #training #投資 #股票 #交易