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1部Youtube影片,追蹤數超過0的網紅CarDebuts,也在其Youtube影片中提到,Chevrolet is expanding the performance envelope of the segment-redefining Colorado with the Colorado ZR2 AEV concept and ZR2 Race Development Truck. ...
「u.s. steel stock」的推薦目錄:
u.s. steel stock 在 CarDebuts Youtube 的精選貼文
Chevrolet is expanding the performance envelope of the segment-redefining Colorado with the Colorado ZR2 AEV concept and ZR2 Race Development Truck.
Revealed at the SEMA Show today, the trucks demonstrate the capability of Colorado and its off-road performance variant, the Colorado ZR2.
“Colorado has reignited the midsize segment with class-exclusive features and performance,” said Jim Campbell, U.S. vice president, Truck Strategy, Performance Vehicles and Motorsports. “Some customers want even greater capability, and the ZR2 AEV concept and ZR2 Race Development Truck showcase the efforts we’ve made to explore how owners can get even more from their trucks.”
The Colorado ZR2 AEV concept, created in collaboration with legendary off-road manufacturer American Expedition Vehicles and featuring the available 2.8L Duramax turbo-diesel engine, elevates the already capable ZR2 for even greater adventures.
“ZR2 puts an exclamation point on Chevy’s off-road engineering ability,” said AEV founder Dave Harriton. “Our collaboration taught us that Colorado makes a great platform for building an off-road truck that can take you as far out as you want to go, safely.”
The ZR2 AEV concept and the ZR2 Race Development Truck feature a Chevrolet Performance development suspension that includes:
Front and rear jounce shocks, plunging front half-shafts, high-angle upper ball joint and increased stiffness high-angle tie rods
Long-travel rear leaf spring suspension, anti-wrap link and rear differential cover
Specially tuned Multimatic DSSVTM Shocks
The concept’s unique content includes:
AEV front and rear off-road bumpers, complete underbody skid protection, expedition bed rack, high clearance fender flares and high-rise snorkel
AEV DualSport beadlock wheels
35-inch BF Goodrich® KM2 Mud-Terrain tires
Front and rear high output LED auxiliary lighting
ARB refrigerator/freezer, Equipt aluminum storage cases, NATO-style fuel cans and James Baroud USA awning in the bed
Recovery shackles, Hi-Lift jack, Warn 9.5xp-s winch and MAXTRAX
ZR2 Race Development Truck
The ZR2 Race Development Truck builds on the ZR2’s desert-running capability with a long-travel version of the stock truck’s DSSV shocks. These are tuned for high-speed off-road use, adding unique parts validated by Chevy Performance Engineering and legendary off-road racer Chad Hall in the Best in the Desert racing series:
1.5-inch body lift
33-inch Goodyear Wrangler MT/R tires
Rear shock skidplates
Rear differential skidplate
Steel driveshaft
Wheel spacers with extended-length wheel studs
Off-road air intake and performance exhaust
The ZR2 Race Development Truck also shares the 3.6L V-6 and segment-exclusive eight-speed transmission with ZR2. Both trucks leverage the electronic locking front and rear differentials, Off-Road Mode and additional elements from the regular production ZR2.
“Colorado can play any way you want,” said Campbell. “The work with AEV and Hall Racing acknowledges the strengths of our midsize platform, with both SEMA entries showcasing the versatility that’s already made Colorado a resounding success.”
Colorado celebrates its three-year anniversary this month, with more than 250,000 sales in 36 months. Colorado also boasts the segment’s first applications of 4G LTE Wi-Fi and Apple CarPlay, along with safety features such as Forward Collision Alert and Lane Departure Warning.
The Colorado ZR2 AEV concept and ZR2 Race Development Truck join approximately 20 additional Chevrolet models this week at the SEMA Show, Oct. 31-Nov. 3. Follow the action at ChevySEMA.com, #CHEVYSEMA, @ChevroletPerformance on Instagram and Chevrolet Performance on Facebook.
![post-title](https://i.ytimg.com/vi/CZD3kjN56Mw/hqdefault.jpg)