6/19/2011

沖牙機開箱文

在友人推薦之下,在Costco中和入手一台傳說中超值無比的沖牙機~由於小的最近正在使用矯正器,而這個品牌剛好有矯正器專用的噴頭,所以立馬判斷我要使用這一台~
包裝側面,很樸實啊~可以看到多種刷頭~全部通通都送兩副唷!!!

不但有家用組還有旅行組~~

打開來實體展示~還有附贈旅行組小包裝呢!

專業的刷頭擺放盤~與家用組的基座一體成型



琳瑯滿目的工具組讓我不知道要放在牙齒的哪兒~

旅行組看起來頗有質感~但有點笨重是缺陷~

我喜歡這個顏色~很瞎趴!!

總而言之~我剛剛使用了一下之後,覺得一陣酥麻!!就像使用了免治馬桶一樣的感受! 牙齦被沖刷過的感覺實在太舒暢了!
沖牙機真是矯正牙齒最好的伴侶!!
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10/02/2009

i phone 3GS開箱文

等待多時,終於拿到了企業購買方案的3GS!!!感謝多啦和小飛馬的介紹!並且感謝Jason不厭其煩的穿針引線替我們大家爭取福利!!
由於這次的企業購買方案只需要2900,加上預繳方案可以帶來許多實惠的用話優惠與上網優惠!因此即使冒著違約金的壓力!阿典還是義無反顧的給他敗了下去啊!
打開包裝,裡面沒有太多有的沒有的附件與光碟,所有的東西都可以免費下載,只需要一邊摸索一邊享受使用的快樂就可以了!
因此整個是一個很環保的感覺!

會想要購買這個小東西的主因是對於吃到飽方案的需求~有時候在外面找不到wifly或者hotspot時,可以透過它來走3G無線上網的方式,解決一些臨時的急難!確實非常吸引人!加上每個月贈送得時數與封包數!更是讓人覺得異常的強大啊!!帶我進一步逗弄過這個小可愛之後再分享使用心得!!
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9/26/2009

[Share] Getting to Yes

Occasionally, I had breakfast with Tony in the following morning of national sales meeting party. We talked about what we read recently and shared some cool places or ways to get latest and widest information or hit books. As I ask if there is any book that he would highly recommend to me, he answered with no hesitating-- Getting to yes--.

"Getting to Yes" was wrote by Ury, William and Fisher, Roger. Ury is a negotiation expert who had wrote 3 books to talk about how to communicate with people and then make deals. Getting to yes is first one in the series and also the popular one.

For me, the most important part in the book is being open to any possibility instead of locked in my own position in order to prevent positional bargaining. To be open is key to transform positional bargaining to principle bargaining, and we can even change the game furthermore!

To have a best alternative plan is also a very inspiring idea for me. By means of that, I can always aware to my bottom line and my bargaining power then communicate to people with humble but confident attitude.

Over all speaking, this is a very useful tool book. I borrowed from library and plan to buy one as my personal collection!

7/17/2009

5904 寶雅(櫃)

Suggestion:
Buy and Hold till $35

Key watch out:

【公告】寶雅公司股東會後修正九十七年度年報
1.
Change of major stock holder's share.
2. Ex-right and Ex-dividend date on 7/17

Value Side
Sales growth rate 0708: 19%
0809(est.*):2%
Sales growth rate 0708 is reasonable and frankly meet my understanding. The main reason should be expanding branches aggressively in 0708. However, 0809 is comparatively uncertain due to:
Negative factors:
1. 2nd global financial crisis is brewing.
2. CCI (consumer confidence index) drops 0.67 point on June' 09
Positive factors:
1. (5904) still have expanding plan.
2. Despite all uncertainties, TW stock market surged in P3M which brings wealth effect.

Account Receivable Mar' 09 IYA: 45
Which is a good sign, AR growth rate far behind sales growth rate means sales growth in POYA is generously healthy.

Cash per share:$4.475

Dividends per share:
$1.8 (given long-term growth rate is 6%) can bring in PV $30

Stock price after ex- date(dividend $1.8 & right $1.8):
$26.00

*: From 98/06/04 Apple Daily

7/10/2009

Circle of Competence

Definition
Warren Buffett's belief that an investor's best
strategy is to select an area where they can know significantly more than the average investor (called their circle of competence), and focus their efforts on that area.
This content can be found on the following page:
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http://www.investorwords.com/861/circle_of_competence.html

I love and believe the point. Which is also one reason or motivation drives me choose and prioritize my career. In my few investment experiences, I prove the thought several times. To know your stock is sometimes similar to know your customer. You have to realize their biz model, KPI, target and limitation, and then you can make right decision right.

FMCG is a matured industry but full of possibilities and opportunities. There are sophisticated but hetrohomogeneous trade term, disciplined but flexible system. Meanwhile, the relationship between upstream and downstream is very subtle and dynamic. I am so happy to be a participant in the industry. Just amazing!
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