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21部Youtube影片,追蹤數超過32萬的網紅The DoDo Men - 嘟嘟人,也在其Youtube影片中提到,我們跟大家聊聊我們來美國的心路歷程,以及回答一些大家對移民美國或是在美國生活的一些常問的問題。 Eric高中來的,差不多15年了 Ian小五來的,差不多20年了 #如何在美國生存 #台灣移民美國 #美國讀書 我們都是從台灣搬到美國加州, 以下是我們準備為大家回答的問題: Q1 剛來美國的時候...
「college vs university」的推薦目錄:
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college vs university 在 Eric's English Lounge Facebook 的最讚貼文
留學申請資源包
聽說蠻多同學想要申請海外留學,卻不知如何下手。以下收集了一些資源,提供給需要申請大學或研究所的同學一個起點。
📌 需要Ivy-Way Academy和VoiceTube 看影片學英語合開的「留學申請 Essay 全攻略學習包」歡迎參考: https://bit.ly/3AntkXN
最後要提醒同學,不一定要申請到名校或海外留學,只要全心追求自己的目標就好了!
★★★★★★★★★★★★
📌 申請心得
•高中生美國大學升學心得: https://bit.ly/2UhIoWm
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針對美國學生, 但是還是可以參考囉~
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https://bit.ly/3hc7yOV
•How to Apply to College
https://bit.ly/3x8ZPqu
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https://bit.ly/3dE2alx
★★★★★★★★★★★★
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https://youtu.be/h21OmjyviC4
•Do university rankings matter? | Hiroshi Ono
https://youtu.be/Owghne9K1p4
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https://youtu.be/cPrpRbuoEPE
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college vs university 在 懂你想吃的營養師Grace Facebook 的最佳貼文
\2020.11.25運動營養演講/
謝謝母校台大公衛學院的邀請
能與學弟妹分享現在最夯的運動營養主題
💪終於下定決心要運動了
卻不知道要搭配什麼飲食嗎?
💪健身第一件事就是備好乳清蛋白?
💪增肌vs減脂的碳水與蛋白質的比例分配
——————————————
其實這場演講感觸特別深刻
再熟悉不過的環境
曾經自己也是坐在台下望著台上
再次踏入已是站在台上獨當一面
內心無限澎湃與激動
⭐️歡迎各界乾爹乾媽演講邀請⭐️
#我會努力登上更多更大的舞台
#也謝謝學弟妹們熱情討論與提問
#運動營養 #增肌減脂
#台大公衛 #台大食安
#NTU #ifsh
#營養師Grace
#rd_grace
#dietitiangrace @ 國立臺灣大學公共衛生學院 College of Public Health, National Taiwan University
college vs university 在 The DoDo Men - 嘟嘟人 Youtube 的最讚貼文
我們跟大家聊聊我們來美國的心路歷程,以及回答一些大家對移民美國或是在美國生活的一些常問的問題。
Eric高中來的,差不多15年了
Ian小五來的,差不多20年了
#如何在美國生存 #台灣移民美國 #美國讀書
我們都是從台灣搬到美國加州, 以下是我們準備為大家回答的問題:
Q1 剛來美國的時候時候開心嗎?有遇到什麼困難嗎
Q2 這邊的國中高中教育跟台灣的教育有哪些差別?
Q3 你有跟美國當地人,或白人交往過嗎?
Q4 喜歡美國的生活嗎? 跟台灣生活差在哪?
Q5 如果你從來沒有移民到美國,你覺得今天的你是怎麼樣的人?
Q6 在美國公司上班,是不是都不用加班? 企業文化都很自由開放嗎?
Q7 英文怎麼跟上大家的腳步? 會被歧視嗎?
習慣美國生活真的要花點時間...不過現在其實大城市也越來越多人亞洲人, 不會英文也可以過的很舒適. 所以要來美國體驗美國的生活跟文化的話, 最好去華人少一點的地方, 才可以跳脫舒適圈!
歡迎追蹤我們Instagram和Facebook:
Instagram: https://www.instagram.com/thedodomen/
Facebook: https://www.facebook.com/TheDoDoMen/
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college vs university 在 Riha Jamil Youtube 的最佳貼文
IMPORTANT:
hi, i gave one misleading information in the video (and i am terribly sorry for that):
if you're doing diploma, you can't continue pursuing an mbbs degree. you have to re-do foundations in science, baru boleh sambung mbbs. apparently they updated/changed the requirements and i didn't realize it. again i'm sorry! and thank you guys for watching!
timestamps:
11:53 Interview
3:30 Medical College Admission Test (MCAT)
4:56 Malaysian University English Test (MUET)
5:24 CGPA
6:10 Pre-clinical vs Clinical Years
7:44 Exams & Repeats
11:10 Classes & Schedules
11:58 Frequently Asked Questions
13:06 My Personal Experience + Mental Health
sorry that this video was uploaded later than usual! i wasn't satisfied with it until my tenth take (hence why i was kind of breathless in this one, haha). i don't like making long videos, that's why i kept this one as packed as possible without leaving any important deets behind. however, if you have any questions, feel free to leave them in the comment section!
filming gears:
iphone xs
rode videomic me-L
editing software:
final cut pro x
follow me on instagram @rihajamil
subs count: 867
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college vs university 在 JinnyboyTV Youtube 的精選貼文
This is your life after university. You've now graduated from University, and you step out into the working world. It isn't quite what it seems and you want to make it to the top, but doing that does come with some sacrifices, is it worth it? Learn all about work life balance. Dedicated to all roaming millenials
In Collaboration with Blackmores Malaysia:
https://www.facebook.com/BlackmoresMalaysia/
Written By: Daniel Mok
Directed By: Quan Wong
Starring:
Adrian Choong: http://www.instagram.com/adrianchoong
Celine Wan: http://www.instagram.com/chiasinglol
Contact Us For Business Collaborations:
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college vs university 在 What is the difference between college and university? 的推薦與評價
The difference between college and university is everything or nothing, depending on where you are in the world. There are a number of threads on the matter ... ... <看更多>
college vs university 在 University VS College - What's The Difference? Education 的推薦與評價
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