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advance公司 在 新‧二七部隊 軍事雜談 Facebook 的最讚貼文
同時也有197部Youtube影片，追蹤數超過2萬的網紅施泰泰，也在其Youtube影片中提到，觀察魚肚子裡的食物，帶對餌料，連旁邊老大哥看到都喊爽 作釣日期2021/8/11 有興趣自己前往，無意間找到好用的東西 牛車輪快拆螺帽 蝦皮賣場 https://shopee.tw/fortings?categoryId=100637&itemId=9687754086 如果有興趣購買踢圈泡...
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- 關於advance公司 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於advance公司 在 moto-one.com.hk Facebook 的精選貼文
- 關於advance公司 在 施泰泰 Youtube 的最讚貼文
- 關於advance公司 在 施泰泰 Youtube 的最佳貼文
- 關於advance公司 在 施泰泰 Youtube 的最讚貼文
- 關於advance公司 在 uni 三菱Kuru Toga ADVANCE不易斷芯+自動旋轉0.5mm 自動 ... 的評價
- 關於advance公司 在 Advance Resources人力資源有限公司介紹 - YouTube 的評價
advance公司 在 貓的成長美股異想世界 Facebook 的最佳解答
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.
advance公司 在 moto-one.com.hk Facebook 的精選貼文
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觀察魚肚子裡的食物，帶對餌料，連旁邊老大哥看到都喊爽
作釣日期2021/8/11
有興趣自己前往，無意間找到好用的東西
牛車輪快拆螺帽 蝦皮賣場
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如果有興趣購買踢圈泡棉
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可以點下方連結，記得私訊小編哦！！
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餌：金寶螺
Facebook粉絲專頁https://www.facebook.com/%E6%96%BD%E6...
20181218講解目印釣組 https://youtu.be/MLudYRDsEXY
20191019 蚵棚我常用的釣組簡單介紹 https://youtu.be/-gR9raELXto
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20191028 牛車輪拋竿技巧 https://youtu.be/We39lo864q4
20210709 目印使用方式一次講解 https://youtu.be/Wfl_m_zdzbw
#吃螺子 #黑鯛魚 #頭前溪
advance公司 在 施泰泰 Youtube 的最佳貼文
這次的午後雷陣雨，帶來豐富的食物，外海一群黑鯛瘋狂近來覓食
作釣日期2021/8/10
有興趣自己前往，無意間找到好用的東西
牛車輪快拆螺帽 蝦皮賣場
https://shopee.tw/fortings?categoryId=100637&itemId=9687754086
如果有興趣購買踢圈泡棉
請你FB收尋: 94踢圈造船所 https://www.facebook.com/groups/801226733853209
就是愛釣魚---------------
GAME【 輕量化】 前打輪 GM 90A--------(前打輪)
GAME 前打ㄘ Special 460 / 510-----(前打竿)
GAME 紅杰克------(前打竿)
可以點下方連結記得私訊小編哦！！
https://www.facebook.com/94lovefish/
魂手作浮標工坊---------
可以點下方連結，記得私訊小編哦！！
https://www.facebook.com/soulfloatt
Monster巨物本舖 / 台灣邑翔企業有限公司
可以點下方連結，記得私訊小編哦！！
http://www.zenithseiko.com/
裝備如下：
竿：SHIMANO ADVANCE ISO 1.5-500
捲：SHIMANO BB-X DESPINA C3000 DXG
線：DAZE 織光線 3號 & 子線 巨物 2.5號 卡夢
標：目印(7號)
餌：金魚
Facebook粉絲專頁https://www.facebook.com/%E6%96%BD%E6...
20181218講解目印釣組 https://youtu.be/MLudYRDsEXY
20191019 蚵棚我常用的釣組簡單介紹 https://youtu.be/-gR9raELXto
20180915 浮標測水深以及凹槽 https://youtu.be/2jPp6l_tpM0
20181224 目印在水裡樣式(後面有彩蛋) https://youtu.be/LxoqW1Wl7AA
20191028 浮標 (打螺技巧分享) https://youtu.be/YOqi76eU0zc
20191028 牛車輪拋竿技巧 https://youtu.be/We39lo864q4
20210709 目印使用方式一次講解 https://youtu.be/Wfl_m_zdzbw
#吃金魚 #黑鯛魚 #頭前溪
advance公司 在 施泰泰 Youtube 的最讚貼文
很輕鬆的岸邊釣
作釣日期2021/?/?
如果有興趣購買踢圈泡棉
請你FB收尋: 94踢圈造船所
就是愛釣魚---------------
GAME【 輕量化】 前打輪 GM 90A--------(前打輪)
GAME 前打ㄘ Special 460 / 510-----(前打竿)
GAME 紅杰克------(前打竿)
可以點下方連結記得私訊小編哦！！
https://www.facebook.com/94lovefish/
魂手作浮標工坊---------
可以點下方連結，記得私訊小編哦！！
https://www.facebook.com/soulfloatt
Monster巨物本舖 / 台灣邑翔企業有限公司
可以點下方連結，記得私訊小編哦！！
http://www.zenithseiko.com/
裝備如下：
竿：SHIMANO ADVANCE ISO 1.5-500
捲：Okuma Helios SX
線：Shimano 4號 尼龍 & 子線 巨物 2.5號 卡夢
標：目印(7號)
餌：金魚
Facebook粉絲專頁https://www.facebook.com/%E6%96%BD%E6...
20181218講解目印釣組 https://youtu.be/MLudYRDsEXY
20191019 蚵棚我常用的釣組簡單介紹 https://youtu.be/-gR9raELXto
20180915 浮標測水深以及凹槽 https://youtu.be/2jPp6l_tpM0
20181224 目印在水裡樣式(後面有彩蛋) https://youtu.be/LxoqW1Wl7AA
20191028 浮標 (打螺技巧分享) https://youtu.be/YOqi76eU0zc
20191028 牛車輪拋竿技巧 https://youtu.be/We39lo864q4
#吃金魚 #黑鯛魚 #頭前溪
advance公司 在 uni 三菱Kuru Toga ADVANCE不易斷芯+自動旋轉0.5mm 自動 ... 的推薦與評價
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