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Camping at Hounon Ridge Farm in the cool weather of Ranau is an exhilarating experience. Hands up if camping in the highland is on your #TravelLater plan. ✋
Is this a sunrise or a sunset? Answer in the comments down below. 👇
📸 IG: @kasmir_ms
📍 Hounon Ridge Farmstay & Camping, Bundu Tuhan
#sabah #borneo #malaysia #tourism #photooftheday #nature #fun #photography #beautiful #enchantingsabah #travellater #traveltomorrow #camping #highland #sunrise
今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
{IG Giveaway} Did you know that the ladybug is called 瓢虫 (piáo chóng) in Chinese or that car is Kereta in Malay?
We had so much fun learning from this Press and Learn English-Malay-Chinese Words Sound Book from @bababaa.sg which contains 144 words (each word comes in three languages) covering 9 subjects including zoo animals, farm animals, insects, underwater world, vegetables, fruits, vehicles, things at home and colours and shapes. Swipe to see more.
This book motivates the kids to be multilingual and I'm excited to see them picking up Malay words for the first time ever. It is also a good way for them to learn and reinforce their Chinese - some of these words are new to them , for instance 蝉、芦笋、鼷鹿、渡轮 etc. While the English words might seem easiest for them, I take the opportunity to teach my kindergartener to spell more words and practise his phonics too.
The kids love how interactive and easy to use the book is and the beautiful illustrations make it even more engaging. Our bedtime reading just got more interesting and I can't wait to see what new words they are gonna learn next.
P.S. Yes, we try to include the baby in our reading sessions because it's always good to start young, right?
Giveaway!
Good news, I am now giving a copy of this Sound Book to one of you. To join, hop over to my IG @ahappymum for more details. This giveaway ends on 14 July 2359hrs. Good luck!
#ahappymum #soundbook #readingstartsyoung #multilingual #booklovers #booksforkids #sgkids #sgcontest #sggiveaway
"Dream to Nantou" is an original song written and performed by Sandy H.
Listen on Spotify / Apple Music ⏩ https://backl.ink/142602169
More about Nantou ⏩ https://eng.taiwan.net.tw/m1.aspx?sNo=0002114
"If the central region is the heartland of Taiwan, Nantou is Taiwan's heart: it is the only landlocked county on the island! There are dozens of well-planned recreational farm areas that are perfect for a quiet and leisurely family trip to the countryside. Accommodation choices range from world-class resort hotels to rural B&Bs. Whether you choose to stay at an exotic villa at Qingjing Farm or an elegant room at Puli Tao-Mi Eco-Village, you are never far from nature's scenic embrace. Whenever and wherever you arrive, Nantou is there to welcome you on a relaxing, fun, and eye-opening journey."
【 Dream to Nantou 】Lyrics:
Feel the wind and come along with me
hold my hand as you breathe
let me treat you some oolong tea
Feel the sun
in this landlocked county
but you could see its beauty
the waters are crystal clear
I had a dream of me and you
stopping by at a wide green tea farm
you held me when we were
sitting by the sun moon lake
don't wanna sleep
don't wanna leave
in such a good sensation
climbing up to the top of the mountains
sharing a B&B room
Nantou is where we first met
a starry night that I will never ever forget
Nantou is where everything began
so why don't we make it all happen before summer ends
so why don't we make it all happen before summer ends
Hear the trees
blowing with the breeze
can't find a better place to be
a simple but mindful trip
I had a dream
of me and you
hanging out with adorable sheep
Don't need no creams for face
living in the lush forests
don't wanna sleep
don't wanna leave
in such a good sensation
laughing like children with no burden
crying like the waterfalls
Nantou is where we first met
a starry night that I will never ever forget
Nantou is where everything began
so why don't we make it all happen before the summer ends
so why don't we make it all happen before the summer ends
the heart of my home
is where we're gonna go
the heart of my home
is where we're gonna go
the heart of my home
is where we're gonna go
the heart of my home
so why don't we make it all happen before the summer ends
so why don't we make it all happen before the summer ends
☀️出品 Presented by ｜南投縣政府 Nantou County Government ＆ 黃小玫影音工作室 HXM STUDIO
☀️Music Production 音樂製作
演唱／詞／曲 Performed / Lyrics / Composed by ｜ @Sandy H. 黃小玫
製作 Produced by ｜黃小玫 Sandy H. & Stelios
混音 Mixing & Mastering | Romano Erafficci
☀️Video Production 影像製作
監製 Executive Producer ｜邱于庭 Sunny C.
導演 Director ｜黃小玫 Sandy H. ＆ 高偉鳴
製片｜邱于庭 Sunny C.
攝影｜高偉鳴
執行製片｜高偉鳴
後期導演｜黃小玫 Sandy H. 邱于庭Sunny C.
後製｜高偉鳴＆Sam
☀️小玫的其他影片 Other videos by Sandy H. ☀️
・【我在南投心自由】 https://youtu.be/khpSzzevhVU
・【台湾で会おうね！】我們在台灣見吧! https://youtu.be/MtHwzjZSJxk
・【屏東 KEEP GOING！】（2020全中運主題曲) https://www.youtube.com/watch?v=We7x6WIGS9E
・【海與光】(我們在屏東見吧！）https://youtu.be/SMXyXMKUBdM
☀️Follow me on:
FACEBOOK PAGE: https://www.facebook.com/Ms.HXM/
Instagram: sandy.hxm
Fish head steamboat is comfort food for many, especially on a rainy day. We’ve created a recipe so you can enjoy the dish from the comfort of your home.
The ‘hero’ of this dish is without doubt the fish, or in this case, the grouper. It needs to be very fresh to make the rich simmering broth and we’ve sourced ours from a local farm.
To top off, we’ve included a variety of homegrown vegetables like spinach, kai lan, nai bai, cai xin and oyster mushrooms.
If you are looking for fresh ingredients for your next meals, get yours from local farms. You can identify them by the “SG Fresh Produce” logo at supermarkets and online. Here’s to supporting our local farmers!
For more info on local produce, visit www.sfa.gov.sg/fromsgtosg
Recipe at:- https://themeatmen.sg/fish-head-steamboat
我在墨西哥。掃狗屎 ? Sweep POOP in Mexico (eng below)
到達墨西哥後的第一件事，居然不是去陽光海灘度假區？一個不做家事的港女竟然大老遠跑去掃狗 ?？還記得第一天工作後，少做運動的我馬上感到腰酸背痛，痛到攤軟在床上，久久不願下床！每次只要閉上眼睛，腦海裡就會出現各式各樣的 ? (軟的、硬的、水的 ?)，辛苦到每天嚷著要回家 ?
但是，每天早上推開籠子，一群群超熱情的小可愛衝向你，圍著你討摸，其實是一件挺幸福的事 ? 下午不需要工作時，去找各種農場動物互動，也是一件很療癒的事呢！有時間就搭共乘去旁邊小村採購食材，或者跟著當地朋友去周邊探索！那時候感覺活得特別實在和充實，而且每天都沒有煩惱！原來生活可以這麼簡單快樂！
每每在旅途中，美麗的風景會讓我感到驚豔！但是，讓我難以忘記的總是和朋友的相處！而這次和動物朋友們近距離的接觸，他們帶給我的天真快樂，那份感動是我永遠都不會忘記的 ?
如果你也想更了解農場動物的故事，不必大老遠跑到墨西哥，可以考慮去 台灣 "豬天堂護生紀實「愛海動物庇護所」" 或者 中國 "Flow Farm & Sanctuary" ，又或者多留意 香港 "救救港豬 Hong Kong Pig Save" 的活動 ~
PS 第一次講西班牙文，多多指教
The first thing after arriving in Mexico, not going to have a relaxing Resort? A Hong Kong girl who doesn't do housework go to sweep the dog ?? I still remember that after working on the first day, I immediately felt sore back pain, so painful that I was lying on the bed, and I didn't want to get out of it for a long time! Every time I closed my eyes, all kinds of ? (soft, hard, watery ?) will appear in my mind, always yelling wanna back home ?
However, every morning when I open the cage, a group of super-enthusiastic cuties rush towards you, and they are super excited to see you. I think that's happiness. When I don’t need to work in the afternoon, I will interact with various farm animals. What a healing thing! When I have time, take a ride to the next village to purchase fruits and veggies, or follow local friends to explore around! At that time, I felt very realistic and fulfilling, and there was no annoyance every day! It turns out life can be so simple and happy!
Whenever on the road, the beautiful scenery will make me feel amazing! However, the most memorable thing for me is the time spending with friends! And this close contact with animal friends, I will never forget the touched from their innocent happiness ?
If you also want to know more about the story of farm animals, you don’t have to travel all the way to Mexico, you can consider going to Taiwan "豬天堂護生紀實「愛海動物庇護所」" or China "Flow Farm & Sanctuary" , or pay more attention to some events in Hong Kong "救救港豬 Hong Kong Pig Save" ~
PS my first time speaking in Spanish, heheeee
台灣 Taiwan
豬天堂護生紀實「愛海動物庇護所」Veg Pig Official
https://www.facebook.com/vegpigofficial/
中國 China
Flow Farm & Sanctuary
http://www.farmflow.org
香港 Hong Kong
救救港豬 Hong Kong Pig Save
https://www.facebook.com/hongkongpigsave/
:: FOLLOW VEGAN EXPRESSION ON ::
Youtube/ https://www.youtube.com/veganexpression
Facebook / https://www.facebook.com/veganexpressionhk/
Instagram / https://www.instagram.com/vegan_expression/
Website / http://vegan-expression.com/
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Artist: NaNa & MARIN
Title: OK
Listen on SoundCloud: https://soundcloud.com/marin-hoxha/na...
Listen on YouTube: https://youtu.be/Nyj1bFlnWhw
Song: Fredji - Blue Sky (Vlog No Copyright Music)
Music provided by Vlog No Copyright Music.
Video Link: https://youtu.be/Hf6vHY0lQTI
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FARMERS OF THE UK - WE NEED YOU. We're delighted that a BRAND NEW series of SPRINGTIME ON THE FARM will be COMING SOON to your screens- and we want to see ... ... <看更多>
on the farm or at the farm 在 Re: [請益] on/at the farm 到底哪個介係詞才對？ - 看板Eng-Class 的美食出口停車場
我很驚訝，老師用這種方式給答案 ── 對與錯。
本來語言就存在許多灰色地帶，某幾種講法之間並沒有對與錯的區分，
只有「多人用與少人用」的差別。某些老師看待語言的態度還須再教育。
遇到這種母語優勢的主觀意識，我都很想請他們看看牛津辭典編輯
Sally Wehmeier 講過的一段話：
https://georgechen.idv.tw/wordpress/?p=17
針對這個問題來看，我查過底下幾本辭典：
Oxford Advanced Learner's Dictionary, 8th edition
Macmillan English Dictionary, 2nd edition
Cambridge Advanced Learner's Dictionary, 3rd edition
Longman Dictionary of Contemporary English, 5th edition
....
最後還有 Oxford English Dictionary, 2nd edntion
所有的證據都顯示 on a farm 或 on the farm 出現機率高過
at a farm 或 at the farm，三到四倍之多。
有記載到 at a farm 的只有 Oxford Collocations Dictionary, 2nd edition
其中所舉的例句如下：
The police are investigating a fire at a nearby farm.
Michael Swan 的 Practical English Usage, 3rd edition
87.1 這單元裡寫得很清楚：
Note these expressions:
當中就有一個 on a farm
以上淺見，提供參考。
※ 引述《iieman (阿姍)》之銘言：
: 是不是這樣解釋：
: on the farm ---> 在農場裡面、在田裡面
: at ---> 表地方，表示在某一個地方
: at my place 在我那
: at the farm 在那農場
: 即使是如此，我覺得兩者在這一句裡，語意上的差別還是很小
: Bob is going to be on/at the farm in October.
: 不知道版友們，有沒有其他的見解、指教
: Hector
--
https://GeorgeChen.tw
--
※ 發信站: 批踢踢實業坊(ptt.cc)
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