0511紐約時報
*【川普在中國談判未達成協議而結束之際重申貿易戰】
雖然週五的美中貿易最終談判沒有達成任何協議,川普總統已就價值2000億美元的中國進口產品徵收關稅,並表示他已準備好進行長期的經濟鬥爭。美國貿易代表表示,川普總統已下令,要對其他從中國進口,約價值 3000億的產品徵收關稅。
https://www.nytimes.com/…/us/politics/trump-china-trade.html
*【貿易戰再次令農民遭受重大打擊】
對美國中西部農民來說,近年遭受洪災,導致收入下滑,農場面臨破產的數量增加。而中國長期以來,一直是中西部作物的可靠買家,此次貿昜戰結果,中國的反擊可能也讓美國農民受到影響。
https://www.nytimes.com/…/trump-china-trade-talks-farmers.h…
*【白宮要求McGahn表態 川普從未妨礙司法公正】
知情人士透露,白宮官員在過去一個月內至少兩次,要求穆勒報告中,川普總統的關鍵證人McGahn公開表示,川普總統沒有妨礙司法公正。
https://www.nytimes.com/…/po…/mcgahn-trump-obstruction.html…
*【眾議院籌款委員會要求提供川普的報稅資料表】
眾議院籌款委員會主席無視財政部長已拒絕交出川普總統六年的個人及商業納稅申報表,再次傳喚美國財政部和國家稅務局,提出調閱川普納稅資料
https://www.nytimes.com/…/…/trump-tax-returns-subpoena.html…
*【川普通過與中國貿易協議折射看待2020年大選】
從幾次川普總統在公開集會中的聲明可以看出,他現在認為,證明他對中國的強硬態度並遠離一項協議可能會使他在政治上處於比簽署協議更好的地位,選舉政治已經悄然進入川普的貿易政策 。https://www.nytimes.com/…/trump-china-trade-2020-election.h…
*【Uber上市出師不利 首日股價表現令人失望】
UBER在紐約證券交易所上市的第一天,其首次公開發售價格為45美元,股價收盤下跌7.6%。截至週五,優步的市值(佔股票期權和限制性股票)佔765億美元,僅略高於私人投資者在8月份的760億美元。
https://www.nytimes.com/…/techno…/uber-stock-price-ipo.html…
*【美國增加軍力 以防禦伊朗可能發動的攻擊】
五角大樓官員稱,將向中東部署愛國者反導彈部隊,以加強對伊朗威脅的防禦,川普政府表示,有情報顯示,伊朗正在動員伊拉克和敘利亞的兵力,欲襲擊美國軍隊。
https://www.nytimes.com/…/us-iran-patriot-missile-battery.h…
*【誰最反對在緬甸釋放2名路透記者?翁山蘇姬】
在緬甸釋放兩名被監禁的路透社記者的最大障礙不是該國的軍方,外交官和其他人說,其事實上的平民領袖:翁山蘇姬
https://www.nytimes.com/…/myanmar-reuters-aung-san-suu-kyi.…
uber stock price 在 元毓 Facebook 八卦
If you cannot keep the pace of growth of the revenue at annual 20%, then the impatient investors would ask when are you going to be profitable after all.
It's really a problem we talked about before that a business model is not sustainable as long as you have to pay for drivers and riders to keep them coming back. The more markets Uber being involved, the faster it burns the cash. For any experienced businessman, this is not a good sign, no matter how creative or innovative the company trying to pretend.
Once the compensation policies stop or shrink, Uber may lost a lot of market share and lead to a stock-price disaster, which could worsen its financial health. Since the entrance cost is not as high as most people consider, Uber might not be easy to get rid of this competitive situation.
https://www.ft.com/con…/3de00068-7307-11e9-bf5c-6eeb837566c5
uber stock price 在 貓的成長美股異想世界 Facebook 八卦
🌻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.
uber stock price 在 How Uber could turn its stock price around in 2020 - YouTube 的八卦
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