🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有8部Youtube影片,追蹤數超過5,850的網紅Joe's Channel就是頻道,也在其Youtube影片中提到,雖然小編發現了他們之間有什麼區別 但是我比較不懂啦 下篇會介紹澳洲必買的藥妝/美妝唷 - 想了解更多打工渡假&澳洲JOE看我頻道 想成為JoJo記得訂閱+IG追蹤+FB按讚喔 ✌FB粉絲團:https://www.facebook.com/JoesChannel/ ☞Instagram:https:...
「holiday warehouse」的推薦目錄:
- 關於holiday warehouse 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於holiday warehouse 在 三小二鳥的幸福生活 Facebook 的精選貼文
- 關於holiday warehouse 在 NYDeTour Facebook 的最佳貼文
- 關於holiday warehouse 在 Joe's Channel就是頻道 Youtube 的最讚貼文
- 關於holiday warehouse 在 L's Crescent Youtube 的精選貼文
- 關於holiday warehouse 在 Wenwen Stokes Youtube 的最佳貼文
- 關於holiday warehouse 在 Holiday Warehouse - Home | Facebook 的評價
- 關於holiday warehouse 在 THE HOLIDAY WAREHOUSE - YouTube 的評價
- 關於holiday warehouse 在 Holiday Warehouse (HWstandard) - Profile | Pinterest 的評價
holiday warehouse 在 三小二鳥的幸福生活 Facebook 的精選貼文
#紐西蘭南島露營DAY2 #基督城
從HKG直飛紐西蘭南島CHC,也還是和回歐洲一樣要12小時之久,在睡睡醒醒之際看到西岸綿延不絕的雪白高山,這才驚覺我忘了點國泰機上的杯麵啦(誤)
紐西蘭海關的嚴格果然久聞不如一見(但是都好親切好友善),不過人家我也是有備而來沒在怕的!列表了張申報清單,然後食物能不帶就不帶,最後就由帳篷SP003當代表被帶去小房間清洗,5分鐘後接著過X光機順利入境👌
一走出去左手邊直接領事先在Klook下單的 #Vodafone網卡,主動幫你裝好開通而且還有中文店員超專業俐落,然後一回頭欸怎麼就是取車櫃台完全不用找,快速搞定也太便利啦~
網卡這裡買▶http://bit.ly/2UgWxAR
好笑的是~ 有位爸爸從出發前幾幾天開始惡補紐西蘭交通規則,深怕考試沒過領不到車就GG,結果完全沒有考試直接取車上路!
第一次出國露營不是日本,第一次右駕也不在日本,一整個就是喜歡挑戰自我、鍛煉心臟夠不夠力的概念!😆😆😆
然而第一天抵達紐西蘭,就輕鬆悠閒也不露營,走的是超市行程,總共去了三商超市、Pak'nsave和Warehouse補貨買瓦斯罐,連晚餐都不煮去吃好吃的希臘料理,接著就在營地裡玩瘋啦!
今天就用小三日記的最後一句來做個結尾:「爸爸今天打了8次雨刷」,哈哈哈哈哈哈哈哈 XD
⭕今日行程:CHC機場▶三商超市▶Warehouse▶Pak'nsave▶Christchurch TOP 10 Holiday Park▶Costas Taverna Greek Restaurant。
holiday warehouse 在 NYDeTour Facebook 的最佳貼文
NYDeTour週末何處去:12/7-12/8 (Sat & Sun)
推薦幾個很有質感和節慶氣氛的假日市集:
*12/7-12/8 (Sat & Sun) Phoenicia Flea Holiday in Brooklyn
來自Catskill Area的Phoenicia Flea每年冬天會在Williamsburg的The Williamsburg Hotel舉辦一個週末的跳場市集活動。參加的店家都是紐約州地區的手作工藝很有名氣的品牌。是要找很獨特的禮物的好去處。
地點:The Williamsburg Hotel, 96 Wythe Street, Brooklyn, NY
時間:12/7-12/8 (Sat & Sun) 11am-6pm
https://www.facebook.com/events/513950649161914/?event_time_id=513950655828580
*12/7-12/8 (Sat & Sun) Brooklyn Winter Flea & Smorgasburg
如果來Phoenicia Flea的話,當然就不要錯過Brooklyn Flea冬天的新地點。可以邊挖寶,邊吃美食和看美麗的曼哈頓天際線。
地點:8th Floor, 25 Kent Avenue, Brooklyn
時間:12/7-12/8 (Sat & Sun) 10am-6pm
http://brooklynflea.com/winter-market-2019-2020
*12/8 (Sun) Greenpointers Holiday Market
這是小編最喜歡的假日市集之一。在Greenpoint一個warehouse(Greenpoint Loft)的頂樓。很有歷史的磚牆木柱和挑高的屋頂佈置得很有北歐風情的氣氛。超過60個水準很高的手作工藝店家在此展售自家獨特物件。也可以在這裡喝到精釀啤酒和熱紅酒以及音樂表演的多項活動。
地點:67 West Street, Brooklyn, NY
時間:12/8 (Sun) 1pm-7pm
https://greenpointers.com/2019/11/25/nuzzle-up-with-nutcrackers-and-sugar-plum-fairies-at-greenpointers-holiday-market-12-8-60-vendors-mulled-wine-craft-beer-tasty-treats-tarot-readings-acupuncture-ornament-making-and-so-much/
*12/7-1/5 Holiday Time at Paleyland
在曼哈頓中城的Paleyland Center for Media從12/7 (Sat)開始到明年1/5星期三到星期日有經典聖誕節相關影片的播放還有聖誕老公公合照(請看連結網站的schedule)等多項假日節慶活動。是闔家感受聖誕節氣氛的好去處。
地點:Paleyland Center for Media, 25 W. 52nd Street, NY
時間:12/7-1/5 12pm-6pm Closed on Mon & Tues
https://www.paleycenter.org/paleyland-ny
*12/7-12/8 (Sat & Sun) Keith Michael’s Nutcracker at Brookfield Place
聖誕節看「胡桃鉗」芭雷舞表演已經是紐約客的一項傳統。這週末在Brookfield Place的Winter Garden將有New York Theater Ballet演出的芭雷舞表演。同時也可以到Oculus的Westfield Hoilday Market逛逛。
地點:Brookfield Place, 230 Vesey Street, New York
時間:12/7 (Sat) 1pm & 7pm; 12/8 (Sun) 1pm
https://bfplny.com/event/new-york-theatre-ballet-keith-michaels-the-nutcracker-3/
*12/7 (Sat) Westbeth Winter Show 2019
Westbeth藝術中心這星期六有駐村藝術家冬季藝展的開幕式。展出藝術作品包括攝影,繪畫,影片等多媒體創作。藝展期間為12/7-12/29 (Thursday-Sunday)
地點:Opening Reception: 12/7 (Sat) 5pm-8pm
https://westbeth.org/wordpress/westbeth-winter-show-2019-annual-exhibition-by-resident-artists/
*12/7 (Sat) Brooklyn Museum First Saturdays
12月Brooklyn Museum的First Saturday免費活動主題是Best of The Borough。有來自布魯克林的拉丁音樂表演者,新增日本藝術專區的導覽,已經手作活動教學等。
地點:Brooklyn Museum, 200 Eastern Parkway, Brooklyn, NY
時間:12/7 (Sat) 5pm-11pm
https://www.brooklynmuseum.org/visit/first_saturdays
*12/7-1/5 Star War Exhibition at Dolby Soho
星際大戰迷看過來了!從現在到1/5 (closed on 12/25 & 1/1)在Soho有一項電影星際大戰的主題展。將有11個專區展示歷年星際大戰的經典畫面和佈置,聲光效果俱佳。應該是要排很長的隊!
地點:477 Broadway, New York, NY
時間:12/7-1/5 (Closed on Mon & Tue) 1pm-8pm
https://www.amny.com/entertainment/star-wars-exhibition-opens-at-dolby-soho-this-friday/
*12/8 (Sun) MTA Holiday Nostalgia Train
MTA假日復古列車這星期天是第二個星期天的行駛。有興趣的朋友可以在星期天到LES F train的2nd Ave起站搭乘。
地點:2nd Avenue Station of F train
時間:12/8 (Sun) 10am, 12pm, 2pm & 4pm
https://www.nytransitmuseum.org/holidaynostalgiarides/
*12/8 (Sun) Second Sundays at Pioneer Works
這星期天又是在Red Hook的Pioneer Works第二星期天免費展覽活動。有駐村藝術家的開放工作室,音樂表演以及Lucien Samaha的「數位攝影的歷史」展出。
地點:Pioneer Works, 159 Pioneer Street, Brooklyn
時間:12/8 (Sun) 3pm-9pm
https://pioneerworks.org/programs/second-sundays-december-2019/
Have a great weekend, my friends!
holiday warehouse 在 Joe's Channel就是頻道 Youtube 的最讚貼文
雖然小編發現了他們之間有什麼區別
但是我比較不懂啦
下篇會介紹澳洲必買的藥妝/美妝唷
-
想了解更多打工渡假&澳洲JOE看我頻道
想成為JoJo記得訂閱+IG追蹤+FB按讚喔
✌FB粉絲團:https://www.facebook.com/JoesChannel/
☞Instagram:https://www.instagram.com/joefromtaiwan666/
Hi,I am Joe.I come from Taiwan.
I am a youtuber.
Now,I am working holiday in Australia.
If you like my video,you can subscribe me.
Thanks
holiday warehouse 在 L's Crescent Youtube 的精選貼文
Let's get some good beauty products that don't cost a fortune! :)
澳洲藥妝手信必買
https://www.chemistwarehouse.com.au/
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?- Social Media - Recipes/ Daily Life
Instagram: https://www.instagram.com/lscrescent/
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Remember to subscribe :) thanks for your support!
Music by MYSM - Honeymoon At The Holiday Inn - https://thmatc.co/?l=A29000EC
holiday warehouse 在 Wenwen Stokes Youtube 的最佳貼文
Hey guys!
I've just gotten back to London from Malta and had pre filmed this video before i left. Here are all the outfits i wore while i was away. I will be slowly uploading the pictures from my trip on my instagram with these outfits on, so check it out if you would like @wenwenstokes
Items mentioned:
Asos beach jumpsuit and bandeau co-ord: (on sale) https://bit.ly/31ZMbaa
Clyde hat: https://bit.ly/2WtPVk5
Dior sarong: https://bit.ly/2JMKG9c
Mango belt: Not found online
Zara mint puff sleeve top: https://go.zara/2FtaaEQ
For Love & Lemons skirt via Asos: https://bit.ly/31TuMjt
So Shady Sunnies: (Currently sold out but will be restocked) https://bit.ly/2NgmWx4
Staud bucket bag: (in white, on sale) https://bit.ly/2IYYieO
Conditions Apply skirt: (shop unavailable online but here is their website) http://www.conditionsapply.co.uk
George Keburia sunnies: https://bit.ly/2FuhQGZ
Balenciaga bum-bag: https://bit.ly/2XfVHD4
Stradivarius purple puff sleeve top via Asos: https://bit.ly/2FsOQQ5
Louis Vuitton pink monogram shorts: https://goo.gl/V8yCHE
Lack of Color bucket hat: https://bit.ly/2XOkJtg
Fendi polka dot sunnies: https://bit.ly/2QAq5ph
Rixo dress: https://bit.ly/2XMNKWn
Asos pink satin bikini top: https://bit.ly/31Rh808
Asos exotic print bikini top: https://bit.ly/2N6ILPx bottoms: https://bit.ly/2xcMgJa
Warehouse x Shrimps via Asos gingham bikini top: https://bit.ly/2Ftmwgf bottoms: https://bit.ly/2xd8NWc
Prada bucket wristlet: (Not found online, but if you really like the style, here is something similar but price is much higher) https://bit.ly/2N3pu1h
holiday warehouse 在 Holiday Warehouse (HWstandard) - Profile | Pinterest 的推薦與評價
Holiday Warehouse | We specialize in high-end holiday, home and event decor. We strive to deliver the finest and most fabulous selection of products in the ... ... <看更多>
holiday warehouse 在 Holiday Warehouse - Home | Facebook 的推薦與評價
Holiday Warehouse, Plano, Texas. 23744 likes · 45 talking about this · 2075 were here. Seasonal, Home & Event Decor. ... <看更多>