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Day33
紐約當地人—》走路會闖紅燈、會邊走邊吃便當、耳上一定掛耳機、走路時速大概15mile、有些女孩甚至濕髮坐地鐵....紐約節奏大概是捷運台北車站那樣～
所以我慶幸我住在紐澤西，這裡像美西～慢活也空曠！！今天想好好在游泳池享受一下陽光，而不是在紐約街頭～跑了兩個可以買到便宜好貨的地方T.J.-Maxx和Target，開開心心的嚐鮮了經過很多次卻未曾進去的Pizza和日本料理店，果然有朋自遠方來，不亦樂乎呀～
🌻高速成長股的跌幅
這幾年, 越來越多人投資成長股, 尤其是高速成長股, 是一件很好的事情. 但很多投資人應該只看到高速成長股帶來的漲幅, 卻沒看到另一面.
一位分析師做的研究: 除了dot.com那時候的大跌, 其他時候, 高速成長軟體股的跌幅平均是25-27%.
下圖是截至05/17的跌幅(未包括SPAC). 是-37%.
成長股很受到投資人的青睞, 也很容易變成動能股. 當動能失去的時候, 就像重力加速度一樣, 跌速跟跌幅會很快很大.
投資成長股, 尤其是高速成長股, 對我來說, 要不就是佛系, 要不就是練盤感&操作. 可以看適合自己的方法&投資的目標是甚麼(而其實成長股經過去年的大漲幅, 大跌前的估值也已經很高了).
一位財富已自由的財經名嘴的名言:
"Discipline trumps conviction." (紀律勝過信念)
可以跟這句放在一起看:
"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
至於成長股還能不能買呢? 可以參考下面這兩段:
While tech stocks have taken the biggest hit from rising inflation concerns, some investors see the recent retreat as an opportunity to buy fast-growing companies.
“Within tech, there are still some companies that look very cheap,” said Jane Shoemake, client portfolio manager at Janus Henderson Investors. “If you believe in the longer-term trends supporting these companies, you should be buying.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-18-2021-11621323328
🌻FTCH, FVRR, PINS, PYPL, ROKU電話會議內容已整理好. 可到部落格那邊去看: https://makingsenseofusastocks.blogspot.com/
之前先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🎯上次有提, 九月份會來做年報財報的導讀. 現在台灣的疫情那麼嚴重, 我有考慮在這個周末來進行, 這樣有興趣的讀者可以利用宅在家的時間來學習. Anyway. 如果決定提早做的話, 我週四會將訊息貼在這邊.
🌻關於市場
Markets are likely to be volatile until additional economic data provides a clearer picture, said Seema Shah, chief strategist at Principal Global Advisors. “I don’t think we could know anything really about which way inflation is going to go until September, but the market is unable to wait that long.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568
🌻關於cryptocurrency
“[Cryptocurrency] is no longer an asterisk for the general market,” Ms. Krosby said. “It seems like it’s becoming very much part of the general market, and questions whether or not the selloff in bitcoin is representative of concerns over risk-on risk-off over the larger market.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568
🌻營運分析: 如何看一家公司在疫情後有沒有失去競爭力?
The bounceback was largely to be expected after a dismal comparable quarter last year, when stores had to close due to Covid-19 restrictions. A comparison to pre-pandemic numbers yields a more sober outlook: Measured against the same quarter in 2019, Kohl’s net sales declined 4.2%, while comparable sales at Macy’s fell 10.5%.
One positive surprise was a turn to profitability for the two department store giants; analysts polled by FactSet had expected a net loss from both. But that was partly thanks to factors outside of the retailers’ control: Port congestion has led to less inventory across the apparel industry, leading to more full-priced selling. Inventory declined 25% at Kohl’s compared with a year earlier and fell 14% at Macy’s.
Kohl’s shares fell 10% after it reported Thursday, and Macy’s is down around 5% since reporting earlier in the week. Yet they are both trading at prices higher than pre-pandemic levels.
That seems hard to justify. The truth is that department stores were losing customers before and during the pandemic, and will probably continue to do so after it. While Kohl’s and Macy’s sales remain below pre-pandemic levels, off-price and big-box retailers have seen their apparel sales increase. At TJX’s Marmaxx division, which houses T.J. Maxx and Marshalls, sales in the quarter ended May 1 were up 14.4% compared with the same period in 2019. Target’s apparel sales grew 29% over the comparable period.
https://www.wsj.com/articles/return-to-normal-not-good-enough-for-department-stores-11621530127
🌻通膨. The magic number 4.
Mackintosh 表示，經濟復甦提高通膨也有利股市，聯準會 (Fed) 在這個階段也很樂意忽略通膨，因為經濟成長正是政府想要的。但當通膨進一步上升，壓縮到股票報酬率時， 4% 通膨率將成為關鍵點。
據統計自 1957 年標普 500 指數創立以來，美國曾有 9 次通膨率高於 4%，這其中的 8 次，股市在 3 個月後下跌。只有 2005 年突破 4% 又隨即回落，因而未影響大盤。
https://news.cnyes.com/news/id/4647748
WSJ原文在此:
https://www.wsj.com/articles/inflations-magic-number-is-four-11621355006
🌻附上本周發表財報的公司一覽表(在下方留言處)
🌻專門介紹美國豪宅的YouTuber。宅在家沒事可以欣賞一下。
https://m.youtube.com/user/enesyilmazer
Pictures: from earningswhispers.com; It's always a pleasant surprise when animal friends visited. This time, three in a low.
一次有三隻鹿來拜訪.
影片: https://youtu.be/TxLTGe9IdWA
柏林好像是幾個月前
在著名的亞歷山大廣場新開了一棟商場
其中一家店是T.K Maxx
在美國是叫做T.J Maxx
以前在美國的時候我就挺常去的
這家店有點兒像是Outlet
賣很多品牌的東西，但價格都很漂亮
某週末趁豆比顧豆豆，我出門放風時去晃了一下
原本沒有計畫要買東西
太興奮，一不小心又進了些新貨
不過都是我找了好一陣子的東西
最令我驕傲的是給豆豆的玩具袋
超大一個的，還是可愛貓頭鷹圖案耶！
只是他們是零碼
所以只有現場的貨，我沒辦法挑顏色
所以只好跟豆仔說抱歉啦！
買了一個馬麻喜歡的桃紅色 XP
不過他也玩得挺開心的呀 XD
還有一個我很期待使用的是Jamie Oliver的木製擺盤
好期待把cheese、salami、ham等等漂亮的擺上去唷！
T.J.Maxx | We've rounded up some of our favorite trends, inspiring finds and the season's must-haves to help you maxx style and maxx life. ... <看更多>
t.j. maxx 在 Where Do The Clothes At Stores Like TJ Maxx Come From? 的八卦
... <看更多>