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.
同時也有10部Youtube影片,追蹤數超過7萬的網紅黑羽陪玩,也在其Youtube影片中提到,乾w我真的覺得超難w 求日文老師學生使用者不要打我QAQ 不過玩法挺好玩的w感覺出中文版會很有趣wㄅㄆㄇㄈ之類的~ 這次剛好是因為言靈戰士跟鬼滅之刃合作 想說就來拍拍看,順便推廣大家這遊戲~ 聽說跟其它作品合作機會都很多(往年也有跟EVA啦、怪物彈珠之類的合作,也都會動都有語音!) 每周...每月...
挺好talk 在 CSR在天下 Facebook 的最佳貼文
晚安 #來聽聽在地爵士 #海港城市該搭配什麼樣的旋律?
狹小街道的喇叭聲、大船入港的汽笛聲、此起彼降的鷹叫聲、廟口不時傳出道士的誦念聲,還有,難以得聞的樂聲⋯⋯
基隆出生的演奏家 #魏廣皓,是台灣第一位爵士小號演奏碩士,他讓爵士樂成為一種介質,實踐多元合創的追求。
北管的嗩吶、魚市中的叫賣聲都來上一段,透過競奏點燃一種新且在地的共好,他要奏一曲真正屬於基隆的爵士樂.......
▲【立即訂閱 CSR@天下 電子報】https://bit.ly/3nK3sPD
#CSR在天下 #基隆 #爵士樂 #魏廣皓 #挺好TALK #讓台灣更美的社計職人
挺好talk 在 天下雜誌 Facebook 的精選貼文
【用小號吹響台灣頭的復興曲】
基隆,狹小街道的喇叭聲、大船入港的汽笛聲、此起彼降的鷹叫聲、廟口不時傳出道士的誦念聲,還有,難以得聞的樂聲⋯⋯ 基隆出生的演奏家 #魏廣皓,是台灣第一位爵士小號演奏碩士,他讓爵士樂成為一種介質,實踐多元合創的追求。
北管的嗩吶、魚市中的叫賣聲都來上一段,透過競奏點燃一種新且在地的共好,他要奏一曲真正屬於基隆的爵士樂。
▲【立即訂閱 CSR@天下 電子報】https://bit.ly/3nK3sPD
#CSR在天下 #基隆 #爵士樂 #魏廣皓 #挺好TALK
挺好talk 在 黑羽陪玩 Youtube 的精選貼文
乾w我真的覺得超難w
求日文老師學生使用者不要打我QAQ
不過玩法挺好玩的w感覺出中文版會很有趣wㄅㄆㄇㄈ之類的~
這次剛好是因為言靈戰士跟鬼滅之刃合作
想說就來拍拍看,順便推廣大家這遊戲~
聽說跟其它作品合作機會都很多(往年也有跟EVA啦、怪物彈珠之類的合作,也都會動都有語音!)
每周...每月會在主頻道隨時開台唷!記得追蹤IG、訂閱我們、按讚粉專可以隨時收到通知窩!!
黑羽の粉絲群☛https://discord.gg/WbFNkhZ
黑羽の生活頻道☛http://bit.ly/27QQBOa
黑羽の遊戲頻道☛http://bit.ly/2dUzNkP
黑羽の周邊看這邊☛https://store.capsuleinc.cc/pages/heiyu
每週一到五下午4點更新,六日早上11點更新記得要開啟YouTube🔔鈴鐺唷!
【生活必須要更多的黑羽】
黑羽IG(blackm3284):https://www.instagram.com/blackm3284/
Facebook粉專☛https://www.facebook.com/blackm3284
個人Facebook☛https://www.facebook.com/blackm3heiyu
bilibili☛https://space.bilibili.com/355677304/#/
Twitter☛https://twitter.com/blackm3284
Twitch☛http://www.twitch.tv/blackm3
【黑羽小資訊】
✎直播軟體➤Open Broadcaster Software
✎後製軟體➤SonyVegas
✎電腦周邊➤麥克風Blue Yeti、鍵盤B.FRIED MK1R、滑鼠羅技G900、視訊鏡頭羅技C922Pro
【合作方式】
廠商邀約➤HeiYu@capsuleinc.cc
個人邀約➤blackm314968@gmail.com
#黑羽 #言靈戰士 #鬼滅之刃 #コトダマン
![post-title](https://i.ytimg.com/vi/gKjLU2Yy0Wo/hqdefault.jpg?sqp=-oaymwEbCKgBEF5IVfKriqkDDggBFQAAiEIYAXABwAEG&rs=AOn4CLDDU-rt1QSusJYVNPx13bBY4bu_pg)
挺好talk 在 潘孟安Peter Pan Youtube 的最佳解答
屏東憑什麼?
接連舉辦全國大型盛事,很多朋友問我們是不是吃了「好膽藥」?
真的沒有,我們憑的就是一股屏東精神!
借我18分鐘,跟你分享屏東到底憑什麼!
旅行屏東,跟著故事去旅行, 我們和 @挺好TALK 合作,推出8位職人影片帶路,每周末晚上敬請期待。
#旅行屏東 #挺好TALK
![post-title](https://i.ytimg.com/vi/d6mm2Ic-tbE/hqdefault.jpg)
挺好talk 在 路RuSiRu Youtube 的最佳貼文
在黑暗降臨的時候,我們曾經做過一把長矛,殺殭屍還挺好用的。沒有想到在這一版,竟然也有長矛了呢!我們就來弄個一把玩玩吧!
遊戲名稱:7 Days to Die 七日殺
版本:A18
模組:無
七日殺:黑暗降臨播放清單Ωhttps://www.youtube.com/watch?v=MC-YE7hSKpM&list=PLq0LLEuv4Ooiuk5KG82lKwdCRBqlo5RtZ
──配備──(能否跑動遊戲請直接詢問原價屋或巴哈討論板)
直播程式:OBS / 剪輯軟體:Aviutl
CPU:i7 6700 / RAM:DDR4-2400 32G
主機板:技嘉GA-H170-D3HP
顯示卡: GeForce RTX 2070 ARMOR 8G
擷取卡: 圓剛AVerMedia LGP2 GC510(爛)
鍵盤:Tt eSports Knucker(耐用)
螢幕:Acer KG271(CP值高)
滑鼠:FOXXRAY 熾星獵狐 FXR-BMP-06(便宜好用)
滑鼠墊:海獸迅雷防潑水電競鼠墊(不錯)
耳機:Audio-Technica ATH-M20x
麥克風:Audio-Technica AT4040
電腦桌:野餐桌 / 椅子:休閒椅
──簡介──
直播主:路、魚仔
年紀:6歲、16歲
感情狀況:放閃中
寵物(貓):點點、琪琪、燈燈
居住地:暫居地球
台龜馴養員:楊廣、南瓜、楓語、小小貓、奈特、萌萌
Discord管理員:奈特、萌萌、楊廣、南瓜、楓語、小小貓聊天作為基準)」違者禁言、忽略或封鎖。
重複性高不一定回覆「求關注、聊其他遊戲、問幾點開幾點關、這是什麼遊戲好不好玩要不要錢、幾歲住哪裡帥不帥開不開視訊」大家互相尊重。
其他備註「留言在同一串方便回覆、暫停加好友、不搶頭香沙發、請勿觸及任何個資」基本規範煩請遵守。
我脾氣很差也管很多,你要是不能乖乖的,就去別的台吧。
《臉書專頁》https://www.facebook.com/rusiru20434
《巴哈小屋》http://home.gamer.com.tw/homeindex.php?owner=NKSH20434
![post-title](https://i.ytimg.com/vi/zNJ6gkbr2fk/hqdefault.jpg)
挺好talk 在 挺好Talk | Kaohsiung - Facebook 的推薦與評價
挺好 厚蛋捲系列,全新上市! 口袋商店:https://ezstore.line. me/shops/evv6406x/search?query=蛋捲 「挺好厚蛋捲」,每一根都是手工製作,取材簡單 ... <看更多>
挺好talk 在 挺好Talk - YouTube 的推薦與評價
「挺好」不只是論壇,是挖掘城市裡的認同與美好。在城市努力的人、為土地的付出,每次聽到這些故事,總是帶來滿滿的正能量,這些看是小小的影響,覺得值得「專業」的 ... ... <看更多>