🌻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2部Youtube影片,追蹤數超過83萬的網紅serpentza,也在其Youtube影片中提到,This is getting ridiculous! Housing prices in China have now got to the insane price that an entire year's salary can only buy you 10 square feet, so ...
bitcoin price now 在 葉浩文 Kirk Yip Facebook 的最讚貼文
If one person tweet can have so much influence over the price of #Bitcoin how can anyone seriously consider it to be money?
How can Bitcoin be a safe-haven asset if a one-word tweet puts it at risk? It should be clear by now that buying Bitcoin is gambling, not investing.
bitcoin price now 在 Mordeth13 Facebook 的最佳貼文
If anyone was thinking about getting into Bitcoin or other cryptocurrencies. Now is the time. The market is crashing hard due to rumors of China banning stuff...plus the regular weekend dip. Means that ETH is down to 300usd. Remember that doesn't mean you need 300 to buy one. You could invest 20 dollars. It just means the price for a FULL one is 300.
This price should bounce back up to 500usd within a month. And yes....that's not a guarantee. But considering the fact that with bitcoin and Ether there's been nothing but continuous growth (with fluctuations) since their creation....it's a pretty safe bet.
You could almost double your money within a month.
Bitcoin is expected to reach 20,000usd each within a couple of years. It's at 4k now. And it was only 2k a month ago.
Stop missing the train.....and get on already.
bitcoin price now 在 serpentza Youtube 的最讚貼文
This is getting ridiculous! Housing prices in China have now got to the insane price that an entire year's salary can only buy you 10 square feet, so on average it takes 900 years of salary to pay for a small 2 bedroom apartment in the big cities... Why? What's going on? How is it that this market hasn't exploded yet?
For a deeper dive into China's Propaganda influence and soft power, watch our liveshow ADVPodcasts: https://www.youtube.com/advpodcasts
Support Sasha and I on Patreon: http://www.patreon.com/serpentza
Bitcoin - bc1q5xuvp9vpd3dhdaa5qduupdrukpjhg6plhefn0h
Ethereum - 0x4202C2cA9f22C7cC020EdB3cE6A6EeE10A2B8b70
DOCUMENTARY LINKS:
Conquering Southern China:
https://vimeo.com/ondemand/conqueringsouthernchina
Conquering Northern China:
https://vimeo.com/ondemand/conqueringnorthernchina
Stay Awesome China (my new documentary): https://vimeo.com/ondemand/stayawesomechina
For Motorcycle adventures around the world, and a talk-show on two wheels go to ADVChina every Monday 1pm EST
https://www.youtube.com/advchina
For a realistic perspective on China and world travel from an American father and a Chinese mother with two half-Chinese daughters go to Laowhy86 every Wednesday 1pm EST
https://youtu.be/mErixa-YIJE
For a no-nonsense on the street look at Chinese culture and beyond from China's original YouTuber, join SerpentZA on Friday at 1pm EST
https://www.youtube.com/serpentza
Support Sasha and I on Patreon: http://www.patreon.com/serpentza
Join me on Facebook: http://www.facebook.com/winstoninchina
Twitter: @serpentza
Instagram: serpent_za

bitcoin price now 在 Rayner Teo Youtube 的最讚貼文
Five techniques you can use to trail your stop-loss rides.
SUBSCRIBE: https://bit.ly/2MsGjRR
If you want more actionable trading tips and strategies, go to https://www.tradingwithrayner.com
0:19 Trailing Stop Loss Technique #1
The first technique that I want to share with you is moving average. By now, I think that you should be familiar that moving average is something that you can use to trail you stop-loss, so, for example, let's say that you went long on the break of this highs over here. The market break of this high over here, and you can trail your stop-loss using this moving average. This is the trending period moving average. So you only exit the trade when the price breaks and closes below it.
2:00 Trailing Stop Loss Technique #2
The second technique is the market structure. So for those of you who are price action traders, you can use the structure of the markets to trail your stop-loss. Here is an example, we can see over here, let's say for example, again you long the break out over here, the market hits higher, retraces right. This is the swing-low, which we can reference to set your stop-loss, so your stop-loss won't go below your swing-low. The market makes a new high, makes a new swing-low, this swing-low you can reference your stop-loss, the market makes a new high, retraces - makes a new swing-low, you can reference it as your stop-loss. The market makes a new swing high, and then it retraces, and finally over here, breaks and closes below the swing low over here, where you exit the trade.
3:54 Trailing Stop Loss Technique #3
The third technique I want to share with you is percentage change. This is very straightforward. Very useful for stock traders. This stock: Alibaba, you can see that it made a high of $110 so what it can do is that it can just use a percentage change to trail a stop-loss.
5:00 Trailing Stop Loss Technique #4
The fourth technique I want to share with you is Average True Range. A very powerful way to trail your stop-losses. Well, how it works, is that, ignore this indicator for a while. So by right now, you know what the A-T-R indicator is, its a measurement of volatility in a market. So if you pull out your A-T-R indicator, it will give you a value. So let's say for example the A-T-R indicator currently shows you, let's say 100 pips for euro dollar.
7:20 Trailing Stop Loss Technique #5
And, lastly right, you can use the previous candle high/low to trail your stop-loss. Let me share with you an example, so if you recall bitcoin, it has been moving pretty strongly over the last of, I'll say 2017. You can see that the market went parabolic over here, the range of the candles got larger and larger. So where you could have trailed your stop-losses is that if the price breaks and close below the previous day low, you'll exit the trade.
A quick recap, the first technique I shared with you is to use the moving average to trail a stop-loss. Or you can use market structure referencing from the swing-high and swing-low to trail your stop-loss. You can use percentage change as well right, if the price drops x percent, you exit the trade. You can use the average true range, slash chandelier stop, to trail your stop-loss, which is based on the volatility of the market. And, last but not least, you can trail based on the previous candle high or low, which is very useful when the market has gone parabolic. Okay, so I have come to the end of this video.
If you want to learn more, go down to my website https://www.tradingwithrayner.com over here at the top, if you want to learn more, for example this video, we focused a lot on exits and trailing stop-loss, if you want to learn about entries, go to my website tradingwithrayner.com, download this guide over here, The Ultimate Guide to Price Action Trading, where you will learn how to better time your entries, and read the price action from the markets. Just click this blue button, and I'll send it to your email address for free! With that said, I have come to the end of this video, any feedback, comment and let me know in the comment section below. If you enjoyed this video hit the like button, subscribe to my YouTube channel, I would really appreciate it, and I will talk to you soon.
