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疫情雖然趨緩，戴口罩不能拿下來！感謝 萬泰科技股份有限公司 Wonderful Hi Tech Co., Ltd. 協助，致贈 西松國小 的學生和老師口罩，這個口罩的材質有鍍上「銀銅鈦」，戴起來更舒適透氣！
同時，台北市的學校因中央配發BNT數量短缺，面臨延後施打的困境，我也尋求立法委員的協助，請求中央先撥補足額疫苗讓學生優先接種！
#謝謝張董事長親自出席捐贈儀式
#口罩戴好保護你我
【Now財經台】疫情下商業環境轉變，為配合市場轉變，不少公司都要研究如何調配資源及人手。近月，會計師行安永搬到鰂魚涌新寫字樓，改用新運作模式以帶來成本效益...
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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.
Real News Source: https://raymondregulus.wordpress.com
軒轅光正 Facebook: https://facebook.com/raymond.regulus.80
蕭蕭蕭若元也響应夜襲烏巢 !!!!!
终於報道了中国銀行美金缺缺 !!!
華爾街日報: https://www.wsj.com/articles/chinas-banks-are-running-out-of-dollars-11556012442
Facebook 好圖隨便用:
https://www.facebook.com/photo.php?fbid=10157050709256636
BITCOIN 一月內爆升六成 !!!
Trump 宣佈國家緊急情況 !
拉黑華為及七十間公司，限制美國公司賣科技俾佢地。
燒山份人一讚就坏，轉頭就話局勢有缓和，明拖拖拖班垃圾听衆去死，換角度睇撒旦亦算有功德。
#中国经济支爆 #中美貿易戰 #外匯管制 #特朗普 #習近平 #香港樓市 #香港股市 #香港關係法 #走資 #移民 #大灣區 #A股 #美金短缺 #美國聯邦儲備局 #黃金 #聯繫匯率 #逃犯條例 #金管局 #中國銀行 #中國人民銀行
學青雲話齋：「每次當我揸住隻太空船飛到宇宙唔知邊度，你總係有辦法令我安全咁返嚟地球。」
事源網絡上有一位人兄要求整3條1分鐘的短片，而人工只有 $500–700 被瘋傳。網民立即申手相助，免費按要求做出影片，真是熱心！
FB 傳閱的內容：
整 3 條片，每條大約 1 分鐘，比啲公司晚宴用。
1. 有班人係一個森林上太空船。
2. 太空船升空，跟住飛過宇宙 (經過啲星球)。
3. 太空船番地球，上面既地球人學到啲新技能番地球，跟住開始跑數。
主要我公司其實係宏利，做啲財務䇿劃性質。如果段片有少少關係就可以。
「宏利 $500 – 700 budget 製片大賽」正式啟動 ！網友狂玩
http://unwire.hk/2015/06/03/budget-clip/hottopic/
影片來源 Acknowledgment：
放空一分鐘 (減壓練習) #Forest
https://youtu.be/R_gPnG24UHA
The LEGO® Movie
https://youtu.be/7TYJyCCO8Dc
https://youtu.be/E4Kx-jqDgRo
劉青雲「太空船」宣言
https://youtu.be/phM9fvuEOLQ?t=7m15s
"A.I.N.Y. 愛你" - 宇宙G.E.M. 鄧紫棋
https://youtu.be/-gaB9ov-Om0
[宏利香港宣傳短片] - 2015
https://youtu.be/JXn6AP2xqpA
其他網民作品：
送給宏利的太空片
@100%憤怒鳥
https://youtu.be/qwnXTDbg87g
免費送俾宏利晚宴誠意之作《宏利啟示錄》Manulifestellar
@Leonard Leung
https://youtu.be/7brd-_1jWrE
整 3 條片，每條大約 1 分鐘。比啲公司晚宴用
@HI Ricky
https://youtu.be/yervVzAmKmk
贈宏利晚宴
@Jim Blue
https://youtu.be/Gu7yNHlrUn8
宏利 $500 – 700 budget 製片大賽
@Smileboyhk
https://youtu.be/WzeZOGyvrIM
【宏利五舊水筆直製片大賽】
@DDED HK
https://youtu.be/hgNE80yerKk
「宏利 $500 – 700 budget 製片大賽」 比達版
@ka hing leung
https://youtu.be/OQVrfkkSioY
送給，冇budget做晚宴短片的公司
@Jane Ho
https://youtu.be/koilCCJhIRE
宏利收片啦！你出錢，我出片！
@六點鐘呻吟 Aha at Six
https://youtu.be/6aCOpatmSzE
〔宏利〕 Keynote片 (low-tech powerpoint版)
@Lok
https://youtu.be/ztzOYvKh_Fg
JAPHK 短片劇場：宏利一分鐘廣告雜誌微電影「太空」
@jap hk
https://youtu.be/sHnlJsX4Xg4
報導：
【5嚿水系列】 網民瘋狂製作宏利宇宙短片
http://suddenplus.nextmedia.com/home-life/latest/art/62873
【FACE即時】宏利唔認500蚊賤價請製片
YouTuber步飛︰自己用iPhone拍啦！
http://hk.apple.nextmedia.com/realtime/magazine/20150604/53812086
Help us caption & translate this video!
http://amara.org/v/W8mY/
萬泰科技股份有限 公司 (前身萬泰電線電纜股份有限 公司 )於1978年6月在台灣成立, ... Wonderful Hi - Tech Co., Ltd.TEL: +886-2-2298-8033E-mail ... ... <看更多>
萬泰科技股份有限 公司 (前身萬泰電線電纜股份有限 公司 )於1978年6月在台灣成立, ... Wonderful Hi - Tech Co., Ltd.TEL: +886-2-2298-8033E-mail ... ... <看更多>
hi tech公司 在 萬泰科技股份有限公司Wonderful Hi Tech Co., Ltd. - Facebook 的推薦與評價
萬泰科技股份有限公司Wonderful Hi Tech Co., Ltd. Commercial & Industrial Equi... Like. ... <看更多>