關於 i carry my house with me all the time what am i ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

「我在這裡說，美國不會讓你孤單，我們會在你們的身旁。」

美國參議員達克沃絲（Tammy Duckworth, D-IL）
2021/6/6 9:30 訪台記者會
（聽打、翻譯，基隆市議員 張之豪）

謝謝。我很榮幸來到這裡。我們來到這就是要強調（美國）跨黨派對台灣的支持與（兩國）的堅定的夥伴關係。這個疫情是個全球的挑戰，我們有太多人為此失去了親友，失去了維生的依據。過去一年半以來，我們也看到covid19沒有分國界，它傳播起來時毫不猶豫，也不在意種族、宗教或政治偏好，儘管有些國家就是想利用疫情來威嚇別國。

我們以朋友的身份來這裡，因為我們知道台灣正在挑戰艱鉅的時刻。這也讓我們三人跨黨派來這裡，更為重要。朋友就是要在有難的時候，互相幫助。拜登政權已經宣布將對全球支援8千萬劑疫苗，首批釋出的有2500萬。白宮與我們三人經過幾週的討論後，我很高興在此宣佈，台灣將先收到75萬劑的疫苗。台灣被包含在首批收到疫苗的國家裡，這件事，對美國極其重要。因為我們了解到台灣現在很急，而我們非常珍惜這個夥伴關係。今天上午，我們將與台灣的領袖見面，我們也將把台灣的訊息帶回華盛頓。我知道在未來的日子裡，拜登政權將會確保台灣收到這些疫苗，安全、有效、越快越好。這會幫助拯救生命，並且讓我們更緊密，一起把疫情終結掉。

因為終結這個疫情也表示國際社會必須一起合作，盡可能讓越多人手臂上注射一針疫苗。因為終結疫情意指著在每個地方都必須終結。而這也反映出台灣在美國最需要的時候，伸出援手，我們的感激之情。在疫情剛開始時，台灣來援，提供PPE與其他救援物資來幫助拯救美國人的性命。我謹代表美國人民，向您們致謝。這是另一個「民主國家彼此合作彼此幫助」的案例。

我特別想親自來這裡，因為我的家庭，多數人知道，我父親的家族，從美國獨立革命起，幾代以來，就為美軍服役，為自由與民主奮戰。但你們多數有所不知的是，我母親的家族，其實最早是從廣東潮州逃離的，為了追求自由，為了逃離共產主義。我的母親在1940初期的泰國出生。所以這對我特別重要，來亞洲支持另一個民主政權。我的家庭與我，知道自由的代價。我在這裡對您們說，美國不會讓你孤單。我們會在你們的身旁來確定台灣人民會得到他們需要的，以此克服疫情，走向未來。謝謝你們。

※

Landing speech 2021/6/6
(Taipei International Airport)

Tammy Duckworth, D-IL

Thank you. I’m so honored to be here today. And we are here to underscore the bipartisan support for Taiwan and the strength of our partnership. This pandemic has been a global challenge and too many of us have lost loved ones and have their livelihoods taken away. And for the past year and half, we’ve seen how covid-19 knows no borders. It spreads quickly and without hesitation. And it doesn’t care about race, religion, or political preferences. Even if some nations seek to use the response to covid-19 to coerce others. We are here as friends, because we know that Taiwan is experiencing a challenging time right now. Which is why it’s especially important for the three of us to be here in a bipartisan way. Friends come to each other’s aid. The Biden administration has announced its framework of showing at least 80 million vaccines, uh, US vaccine doses globally and the plan is for the first 25 million doses. After several weeks of conversations between each of the three of us, and the White House officials, I am please to say that Taiwan will receiving 750,000 doses of the vaccines as part of the first bunch of doses. It was critical for United States that Taiwan be included in the first group to receive vaccines because we recognize your urgent need and we value this partnership. We’ll be meeting Taiwan’s leadership this morning to better understand Taiwan’s needs and carry those messages back to Washington. I know in the days ahead that Biden Administration will work to make sure Taiwan receives its shipment in as safe and effective its vaccines as soon as possible. This helps save lives and brings us closer to ending this pandemic once and for all.

Because ending this pandemic means that all of us in international community must work together to get shot in the arms of as many people as possible because truly ending this pandemic means ending it everywhere. And it also reflects our gratitude to Taiwan’s support for the American people in our time of need. In the early days of the pandemic, Taiwan came to our aid, with supply of PPE and other donations that help to save American lives. And on behalf of American people, we want to thank you for that. This is yet another example of how democracies work together to help one another.

You know I especially wanna be here because my family, most of you may know, my father’s family has served in the American military going back to the revolution, fighting for freedom and democracy. But most of you don’t know that my mother’s family is actually from Chaochiu from Guangdong who walked out of China seeking freedom to escape communism. And my mother was born in Thailand in the early 1940s. So it’s especially important to me to be here to support another democracy in the region. My family and I know the price of freedom. And I am here to tell you, that the United States will not let you stand alone. We will be by your side to make sure the people of Taiwan have what they need to get to the other side of this pandemic and beyond, Thank you.

This happened about a week ago ✨
And until now, I’m still in disbelief that THE Tan Sri @shahrizatjalil invited me to her beautiful house 🙂
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Maybe a lot of you didn’t know, so here’s a heads-up. I’m actually a Law graduate from University of Malaya. I left law school about 5 years ago. The reason why she had me over was to persuade me to join @parfum.alumni , and PARFUM stands for Persatuan Alumni Rumpun Fakulti Undang2 Malaya 😊
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But little did she know, I’m up for it even before she said a thing cuz I was so starstruck by her haha! Such charisma ♥️
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At first, I was kinda shy cuz you know, I’m a law grad but I’m not practicing. And honestly, I kinda feel left out cuz all (well majority of my friends) are practicing lawyers now. But the thing Tan Sri told me really hit me hard and made me see the bigger picture.
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She said,

“Why are you shy? You shouldn’t! You should be proud instead! And this is exactly why we want you in! Having a law degree does not necessarily mean you NEED to be in the legal fraternity. You can do a whole lot of other things WITH your law degree! And fyi, you’re the first one to be approached by us!”
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I was so overwhelmed by her kind words. Nearly brought me to tears! But, what she said is very true.
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What you study during your degree does not determine what you’ll become. Allahyarham Sudirman Hj Arshad was a Malaya law grad too. And he became a singer. A very famous one as a matter of fact! And hey! He’s my super duper senior!!
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No knowledge is ever a waste of time. And this may sound cocky but please don’t get me wrong. I think one of the reasons why I won 2 reality shows is because of the ‘trainings’ I had in law school. And UM, I am proud to carry your name!
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For me, I always believe in this one thing;

“If you do what you love, you’ll never work a day in your life.” -UA♥️
#UyainaArshad