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874部Youtube影片,追蹤數超過96萬的網紅ANPAN KIDS TV ☆ アンパンキッズTV,也在其Youtube影片中提到,◆つづきはネオスキッズTVでみてね! https://www.youtube.com/watch?v=WdxAmD9Phms ◆とびだすぬりえのダウンロードはこちら↓ https://oekaki.neoscorp.jp/oekaki/re/... サンサンキッズが「とびだすぬりえ」に登場! す...
re farm 在 Focus Taiwan Facebook 的精選貼文
A local farm in Dahu Township, Miaoli County has recently re-designed its #strawberry farm to accommodate visitors with disabilities. #strawberrypicking
https://focustaiwan.tw/photos/20201217ENP0001m
re farm 在 GamingDose Facebook 的最佳貼文
เรียกได้ว่าเป็นปีทองและปีแห่งการปรับเปลี่ยนครั้งใหญ่ของ Summoners War จากค่ายเกมเกาหลียักษ์ใหญ่ Com2uS เริ่มจากช่วงต้นปี 2020 ก็มีคอนเท้นท์เพิ่มเข้ามามากมาย
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ตั้งแต่ หลุมมิติใหม่ มอนสเตอร์ตัวใหม่ แจกคัมภีร์เวทมนตร์ครั้งใหญ่ 100 ม้วน การจับมือกับ Street Figher V อันเป็นการร่วมมือกับพาร์ทเนอร์เกมครั้งแรก รวมถึงอัปเดตที่บอกเลยว่า สะเทือนวงการ แต่ถูกใจใครหลายๆคน นั่นก็คือ การเพิ่มระบบสู้ซ้ำที่แตกต่างจากเกมอื่นนั่นเอง
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วันนี้เราจะมาเจาะลึกระบบสู้ซ้ำนี้ ว่าทำไมจึงปังสะท้านผู้เล่น...
Continue ReadingSummoners War's big change year and Summoners War from the big Korean gaming camp. Com2uS started early 2020, lots of contents added.
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Since the new dimensional hole, new monster gives away 100 big magic scriptures, the handshake with Street Figher V, the first collaboration with the game partner, including the update that shook the industry, but like many people. It's a different repeat system from other games.
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Today, we're going to penetrate this repeated fight system why it's so popular. Old and new players. What's the difference between Summoners War and other games? So what is the selling point of this system. Let's watch.
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The first thing is that Summoners War farm line system is totally attracted to each other and completely ripped off Summoners War's original rules from the idea that players have to play by themselves and interact with the most in-game. Summoners War in the story of strong Commonies. This system comes in to provide more comfort to players with more life time. But the strength of the game is the charm of the game because this system can be repeated limited to 10 Once then clicked by myself to start over. Sounds like a little bit but honestly saves a lot of players time!
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Greatness. Apart from 10 repeat times while fighting. Players can go to other things like Positive Runesum Monster, Upgrade Monster, Upgrade Monster, and more. It's not a fight. It's different from other games that have to be repeatedly opened and soak in that mode. It's only super facilitated. (More time to play with dogs! ))
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This system has a good result of players. The most obvious thing is that this system makes players who don't have time to play or have less time to play. Players who normally don't take long to play. They spend more time with games and facilitate players. Both old and new make farm easier and more comfortable.
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Different combat system from other games. Let me tell you that it's another 1 key points to the heart of Summoners War. It's usually a re-fight or automatic system of other games. It's a free autograph that makes players feel. Oh, why would I play? But Summoners War's fighter system instead of letting players go. It's used the limit on 10 fights to reduce the time of the toll over and over. Interactions with other aspects of games, such as customizing monsters or runes, or spending time talking with people in guild. (During the fight, players can chat with friends in the game! Which is another 1 points that players are very happy.) Com2uS itself has realized the good results of this system's increasingly harmful to maintain Summoners War to remain.
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The game is developing a better point of being able to make it better as a matter of opening several functions, which may make some phones heat faster. It's a normal thing that can happen.
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Even Summoners War is a legendary mobile game that has been opened for more than 6 years, with a commitment to developing a resolution, thoughtfulness, caring for players at every step, every planning that the Summoners War team has prepared well. This game is a good idea. A cool game on top top top shelf
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And today we have special (limited) item) 1 IDs can only receive 1 times and players who accept the same code can't get the same type of code. Free 1 rolls of Magic Scripture (Available from today to 31 January 2564)
http://bit.ly/REPEATBATTLE20
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Who hasn't downloaded the game yet? Click! : https://smarturl.it/SummonersWarThailand
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Follow the Summoners War game news on Facebook Fanpage at: https://smarturl.it/SummonersWarFBATBTranslated
re farm 在 ANPAN KIDS TV ☆ アンパンキッズTV Youtube 的精選貼文
◆つづきはネオスキッズTVでみてね!
https://www.youtube.com/watch?v=WdxAmD9Phms
◆とびだすぬりえのダウンロードはこちら↓
https://oekaki.neoscorp.jp/oekaki/re/...
サンサンキッズが「とびだすぬりえ」に登場!
すきないろにぬって、ぼくにみせてね~♪
アプリの「3Dぬりえ」でぼくをいろぬりすると、チャックのなかみが・・・!?
【とびだすぬりえ】について
・対応環境: Android 6.0以上/iOS 11以上
・ダウンロード:無料
※一部機能の制限付き。月額コース(税込300円)にご登録で100枚以上の全ぬりえ台紙が使い放題となります。
◆知育(ちいく)おもちゃ4つをレンタルできる『オモチャブ』の、無料体験(むりょうたいけん)におうぼしよう!
https://omochabu.com/
↑おもちゃでたくさんあそびたいこは、オモチャブのことをおとなのひとにきいてみて〜♪
◆公式LINEでぼくたちとおはなしできるよ♪とうろくはこちら↓
https://bit.ly/2vu7R2g
◆オリジナルグッズうってるよ〜!ここからかえるよ↓
https://sunsunkidstv.thebase.in/
◆サンサンキッズのキャラに変身できる!マスク販売中!
https://store.shopping.yahoo.co.jp/shingman2/nii2008-san-mask.html
◆サンサンキッズTV公式ウェブサイトできた!最新情報をおしらせ♪
https://sunsunkidstv.com/
◆インスタまんがもやってるよ♪
https://www.instagram.com/sunsunkids_tv
◆Twitterもフォローよろしくおねがいします❤︎
https://twitter.com/sunsunkids_tv
◆Facebookでもお絵かき紹介中っ!
https://www.facebook.com/sunsunkidstv/
◆サンサンキッズTV オリジナルグッズ発売中!
・【NEW!】今治ハンカチ(ハンドタオル)
https://www.amazon.co.jp/dp/B088K7KK94/ref=cm_sw_r_tw_dp_U_x_wU3WEbRMP34WZ
・ケーキ♪
http://priroll.jp/shopbrand/ct2753/
・学童クッション♪
https://www.amazon.co.jp/dp/B07ZGLNTF1/ref=cm_sw_r_tw_dp_U_x_zQBbEbVE4S1ZD
◆おすすめの動画
トイレにいきたい!よい生活習慣の歌♪ Baa Baa Black Sheepトイレトレーニング
https://youtu.be/AnbtD_s3kc4
おえかき♪ くもりんの絵描き歌にチャレンジ! Old MacDonald Had A Farm
https://youtu.be/wffiX_riQNQ
アンパンマングミの巨大チョコハウスが食べられた〜! 電車を手作りしてレスキューごっこ!
https://youtu.be/8qRyvUOxa-E
おえかき♪ サンサンくもりんのびっくり絵を手作り!顔が変わる仕掛け絵!
https://youtu.be/8Aqs0oKevrI
—————サンサンキッズTV—————
3~6歳のお子様向けに、動画で「楽しく学べる」体験の提供を目指しています♪
好奇心旺盛で、冒険精神豊かなお子様が笑顔と共に成長できるために、サンサンキッズTVは質の高いお絵かき遊び、歌、工作、おもちゃ遊びなど様々な動画をアップしています。
サンサンくもりんたちと一緒に、学ぶ時間を楽しく過ごしましょう!
ぜひパパさんママさんも、お子様と一緒にご視聴ください♪
どうぞよろしくおねがいいたします❤︎
よかったらチャンネル登録&グッドボタンもらえたらうれしいです♬
——————————
#ハズレの家 #野菜嫌い #算数
——————————
Eメール:info@aquwa.co.jp
運営:株式会社aquwa
re farm 在 ANPAN KIDS TV ☆ アンパンキッズTV Youtube 的最佳貼文
◆とびだすぬりえのダウンロードはこちら↓
https://oekaki.neoscorp.jp/oekaki/re/...
サンサンキッズが「とびだすぬりえ」に登場!
すきないろにぬって、ぼくにみせてね~♪
アプリの「3Dぬりえ」でぼくをいろぬりすると、チャックのなかみが・・・!?
【とびだすぬりえ】について
・対応環境: Android 6.0以上/iOS 11以上
・ダウンロード:無料
※一部機能の制限付き。月額コース(税込300円)にご登録で100枚以上の全ぬりえ台紙が使い放題となります。
キャラぱふぇ5-6月号にサンサンのとびだすぬりえの台紙が付いてるよー♪
https://chara-parfait.kadokawa.co.jp/
◆公式LINEでぼくたちとおはなしできるよ♪とうろくはこちら↓
https://bit.ly/2vu7R2g
◆オリジナルグッズうってるよ〜!ここからかえるよ↓
https://sunsunkidstv.thebase.in/
◆サンサンキッズのキャラに変身できる!マスク販売中!
https://store.shopping.yahoo.co.jp/shingman2/nii2008-san-mask.html
◆サンサンキッズTV公式ウェブサイトできた!最新情報をおしらせ♪
https://sunsunkidstv.com/
◆インスタまんがもやってるよ♪
https://www.instagram.com/sunsunkids_tv
◆Twitterもフォローよろしくおねがいします❤︎
https://twitter.com/sunsunkids_tv
◆Facebookでもお絵かき紹介中っ!
https://www.facebook.com/sunsunkidstv/
◆サンサンキッズTV オリジナルグッズ発売中!
・【NEW!】今治ハンカチ(ハンドタオル)
https://www.amazon.co.jp/dp/B088K7KK94/ref=cm_sw_r_tw_dp_U_x_wU3WEbRMP34WZ
・ケーキ♪
http://priroll.jp/shopbrand/ct2753/
・学童クッション♪
https://www.amazon.co.jp/dp/B07ZGLNTF1/ref=cm_sw_r_tw_dp_U_x_zQBbEbVE4S1ZD
◆おすすめの動画
トイレにいきたい!よい生活習慣の歌♪ Baa Baa Black Sheepトイレトレーニング
https://youtu.be/AnbtD_s3kc4
おえかき♪ くもりんの絵描き歌にチャレンジ! Old MacDonald Had A Farm
https://youtu.be/wffiX_riQNQ
アンパンマングミの巨大チョコハウスが食べられた〜! 電車を手作りしてレスキューごっこ!
https://youtu.be/8qRyvUOxa-E
おえかき♪ サンサンくもりんのびっくり絵を手作り!顔が変わる仕掛け絵!
https://youtu.be/8Aqs0oKevrI
—————サンサンキッズTV—————
3~6歳のお子様向けに、動画で「楽しく学べる」体験の提供を目指しています♪
好奇心旺盛で、冒険精神豊かなお子様が笑顔と共に成長できるために、サンサンキッズTVは質の高いお絵かき遊び、歌、工作、おもちゃ遊びなど様々な動画をアップしています。
サンサンくもりんたちと一緒に、学ぶ時間を楽しく過ごしましょう!
ぜひパパさんママさんも、お子様と一緒にご視聴ください♪
どうぞよろしくおねがいいたします❤︎
よかったらチャンネル登録&グッドボタンもらえたらうれしいです♬
——————————
#巨人 #小人 #サバイバル
——————————
Eメール:info@aquwa.co.jp
運営:株式会社aquwa
re farm 在 ANPAN KIDS TV ☆ アンパンキッズTV Youtube 的最佳解答
◆とびだすぬりえのダウンロードはこちら↓
https://oekaki.neoscorp.jp/oekaki/re/2021sunsunkidstv.html
サンサンキッズが「とびだすぬりえ」に登場!
すきないろにぬって、ぼくにみせてね~♪
アプリの「3Dぬりえ」でぼくをいろぬりすると、チャックのなかみが・・・!?
【とびだすぬりえ】について
・対応環境: Android 6.0以上/iOS 11以上
・ダウンロード:無料
※一部機能の制限付き。月額コース(税込300円)にご登録で100枚以上の全ぬりえ台紙が使い放題となります。
知育(ちいく)おもちゃ4つをレンタルできる『オモチャブ』が、10月ごろにスタートよてい!
https://omochabu.com/
↑おもちゃでたくさんあそびたいこは、オモチャブのことをおとなのひとにきいてみて〜♪
◆ぬいぐるみなど、オリジナルグッズうってるよ〜!ここからかえるよ↓
https://sunsunkidstv.shop/
◆公式LINEはこちら!
https://bit.ly/2vu7R2g
◆サンサンキッズのキャラに変身できる!マスク販売中!
https://store.shopping.yahoo.co.jp/shingman2/nii2008-san-mask.html
◆サンサンキッズTV公式ウェブサイトできた!最新情報をおしらせ♪
https://sunsunkidstv.com/
◆インスタまんがもやってるよ♪
https://www.instagram.com/sunsunkids_tv
◆Twitterもフォローよろしくおねがいします❤︎
https://twitter.com/sunsunkids_tv
◆Facebookでもお絵かき紹介中っ!
https://www.facebook.com/sunsunkidstv/
◆サンサンキッズTV オリジナルグッズ発売中!
・【NEW!】今治ハンカチ(ハンドタオル)
https://www.amazon.co.jp/dp/B088K7KK94/ref=cm_sw_r_tw_dp_U_x_wU3WEbRMP34WZ
・ケーキ♪
http://priroll.jp/shopbrand/ct2753/
・学童クッション♪
https://www.amazon.co.jp/dp/B07ZGLNTF1/ref=cm_sw_r_tw_dp_U_x_zQBbEbVE4S1ZD
◆おすすめの動画
トイレにいきたい!よい生活習慣の歌♪ Baa Baa Black Sheepトイレトレーニング
https://youtu.be/AnbtD_s3kc4
おえかき♪ くもりんの絵描き歌にチャレンジ! Old MacDonald Had A Farm
https://youtu.be/wffiX_riQNQ
アンパンマングミの巨大チョコハウスが食べられた〜! 電車を手作りしてレスキューごっこ!
https://youtu.be/8qRyvUOxa-E
おえかき♪ サンサンくもりんのびっくり絵を手作り!顔が変わる仕掛け絵!
https://youtu.be/8Aqs0oKevrI
—————サンサンキッズTV—————
3~6歳のお子様向けに、動画で「楽しく学べる」体験の提供を目指しています♪
好奇心旺盛で、冒険精神豊かなお子様が笑顔と共に成長できるために、サンサンキッズTVは質の高いお絵かき遊び、歌、工作、おもちゃ遊びなど様々な動画をアップしています。
サンサンくもりんたちと一緒に、学ぶ時間を楽しく過ごしましょう!
ぜひパパさんママさんも、お子様と一緒にご視聴ください♪
どうぞよろしくおねがいいたします❤︎
よかったらチャンネル登録&グッドボタンもらえたらうれしいです♬
——————————
#吸い込まれた #お絵かき寸劇 #ごっこ遊び
——————————
Eメール:info@aquwa.co.jp
運営:株式会社aquwa