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6部Youtube影片,追蹤數超過29萬的網紅To Mo Gia Xe,也在其Youtube影片中提到,Giá xe Honda Vario 125 / Vario 150 2021 Cập nhật giá xe tháng 12/2020 ASHUTOSH - Cuba [FTUM Release] · Latin / Uplifting Background Music "'Cuba' is ...
2020 many 125 在 Cheekiemonkies Facebook 的最佳貼文
[5 Things I am grateful for in 2020]
#5
Final post in 2020, also the final thing I'm grateful for in a COVID year. And that honour goes to the wifey. 🥰 She has all along been the guiding force all these years but she is undoubtedly my MVP this year.
Without her, I wouldn't have embarked on my weight loss journey. After so many years of nagging me to do something about my weight, she decided to set an example and start exercising on her own instead. So during the first days of Circuit Breaker, she followed workout videos on YouTube while I lazed on the sofa swiping my phone. After 2 weeks, I couldn't take it anymore and decided to join in - because why not? And of course, the rest is history.. 😁
So yes, I couldn't have done it all without my fellow accomplice and cheerleader. Oh,and fellow hiker and jungle basher too! With her, 2020 didn't seem so bad after all. 😄
2020 many 125 在 浩爾譯世界 Facebook 的精選貼文
叮噹,請查收你的2021星座運勢!
今天來讀 #Vogue 預測未來
💫Fashion’s Favorite Astrologer Susan Miller on Her Predictions for 2021
必看!星座專家蘇珊米勒的獨家2021年星象預測
♊️Considering how tumultuous 2020 has been, it’s no wonder so many of us are eagerly looking to the stars for reassurance. Luckily, fashion’s favorite astrologer Susan Miller is feeling positive about 2021.
回想混亂的2020年,就不難知道會有那麼多人如此熱切向星座尋求安心了。還好,在時尚界甚受歡迎的星座專家蘇珊米勒Susan Miller 對2021年的展望還是很樂觀的。
♒️What are your predictions for 2021?
“I think we’re going to be OK after 12 January—by then, Jupiter and Pluto will be further than eight degrees apart. It also happens to be a new moon in Aquarius, which rules all of us. There’s also a grand mutation on 21 December 2020. Every 20 years, Jupiter meets with Saturn; this is very important because it influences the arts, music and entertainment, fashion, the values of the time. Every time they’ve met in the past 200 years, apart from one exception, they’ve met in an Earth sign—this time they're going to meet in Aquarius, which is an air sign.
你對2021的預測是什麼?
「過了 1 月 12 日之後就不會有什麼大事情,屆時木星和冥王星會錯開超過八度。屆時也會是水瓶座的新月,這個現象掌管著我們所有人。此外 2020 年 12 月 21 日還會有相當大的變異。每 20 年,木星都會和土星相遇,這件事非常重要,因為它會影響藝術、音樂和娛樂、時尚,還有這個時代的價值觀。過去 200 年裡,木星和土星的結合都是在土象星座(除一次之外),但這次它們會在水瓶座相遇,也就是風象星座。
♌️ “Because of this, it's not what you own that’s going to be important—that's Earth. Air is what you've experienced. What you're contributing to the world matters more. Aquarius is the humanitarian sign; you're going to see people helping people on a grand scale.
“Another big feature in 2021 is a dispute between Saturn and Uranus about what we should keep in our lives, and what needs to change. The environment is a very big goal to think about and that’s good because Uranus can innovate and come up with ways to save the planet. There’ll be a lot of innovation, as it will be the blooming of the Age of Aquarius.”
「因此,你擁有的事物不再是最重要的,那個是土象星座。而風象星座則代表你經歷的事物。你對這個世界所作的貢獻會變得很重要。水瓶座是很人道主義的星座,你會看到大家開始大規模的幫助彼此。
「2021 年的另一項重大特徵,是土星和天王星之間的紛爭,爭論的是我們的生活中有哪些應該維持,又有哪些需要改變。環境是我們必須考量的一項極大目標,而這是一件好事,因為天王星可帶來創新,並提出拯救地球的幾種方法。新的一年會出現許多創新,水瓶座的時代要開花結果了。」
水逆真的那麼糟?其實是____的好時機
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2020 many 125 在 To Mo Gia Xe Youtube 的精選貼文
Giá xe Honda Vario 125 / Vario 150 2021
Cập nhật giá xe tháng 12/2020
ASHUTOSH - Cuba [FTUM Release] · Latin / Uplifting Background Music "'Cuba' is a very uplifting track which have elements like flute, marimba, congo, trumpet and many more!" - ASHUTOSH Direct download (only for channel members): https://www.youtube.com/post/Ugz4xPaX... Free Download: https://www.toneden.io/freetousemusic... Stream: https://freetousemusic.fanlink.to/ash... Before using any of the music on our YouTube-channel, we highly recommend you read the FAQs on our website (https://freetousemusic.com/)
2020 many 125 在 Bangkok69 Youtube 的精選貼文
I took a walk in the wholesale district in Chinatown.
It's a very busy place on weekdays, with a lot of people coming and going.
There are many stores for shoes, bags, accessories, etc.
Prices are very cheap, and if you stock up on large quantities, you can get a further discount.
It is a fun place to browse through the various stores.
It takes about 5-10 minutes to walk from Wat Mangkon MRT Wat Mangkon Station.
2020 many 125 在 Antariksha Phadnis Youtube 的精選貼文
Liquid Lipstick Formula I DO NOT Recommend | 8 Drying Liquid Lipstick Formulas I have tried!
Last Video : https://youtu.be/_c6fxbRwavM
In this video, I am sharing all the liquid lipsticks formulas I do not like or recommend anymore. The main reason is all of them are drying for my liking and I have issues with the pigmentation or texture. I have tried 40-41 liquid lipstick formulas so far and there are so many comfortable ones I have found that I don't recommend these anymore. Watch the video to find out.
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