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58部Youtube影片,追蹤數超過86萬的網紅Joseph Prince,也在其Youtube影片中提到,This excerpt is from: The Key To Victorious Living (30 May 2021) Get the full message: Joseph Prince app - https://josephprince.app.link/fd3ZE5XwMgb ...
「i am app free」的推薦目錄:
i am app free 在 Milton Goh Blog and Sermon Notes Facebook 的最佳解答
Excited to read the news that Pi is expected to be entering phase 3 (launched on mainnet) by the end of 2021. Once that happens, it will start to have monetary value, and can be sold for fiat currency (USD, EUR, GBP, SGD, etc.). This also means that the opportunity to mine Pi for free on the app will be ending soon, by the end of the year.
I was amazed and hopeful when I saw one of my friends post this on his wall a few weeks ago. He trades in cryptocurrencies and has been profiting well from that:
“Heard that Pi (the free crypto) might be trading at $0.16 once they come onboard blockchain. Mining will stop one day. Prospected it will reach $10 in 2021. This is still speculation. I’m mining for free on mobile since 2019.”
Wow if it really reaches $10 per Pi, that would be amazing! It means that many people in bad financial straits right now can benefit from this app if they get started now.
I have been mining Pi for free every day on my smartphone since 2019 just by tapping the “mine” button once a day. Never had to pay anything.
What I like about Pi is that “the first become last and the last can become first”. Anyone—rich or poor, can start to mine for free and build an asset that has the potential to turn one’s financial situation around in the long run when Pi is finally traded on the market.
For other cryptocurrencies, you have to buy them in order to hold them as investments, and it is difficult, hardware-dependent, energy-consuming (expensive), and technical to mine cryptocurrencies. I have some experience in purchasing cryptocurrencies such as XRP on good trading platforms for investment. You basically hold them until they grow in value, then sell them for capital gain when the price reaches your expectation.
“Pi” is the first cryptocurrency you can easily mine for free on your phone. Earn daily just by checking into the mobile app and pressing one button. Your work is to press the button. It can’t get easier than this, especially if you’re like me who isn’t an expert in cryptocurrency!
I am sending you 1π! Pi is a new digital currency developed by Stanford PhDs, with over 14 million members worldwide.
To claim your Pi, follow this link https://minepi.com/miltongohblog and use my username (miltongohblog) as your invitation code.
Imagine if one day 1 Pi really becomes worth US$10. That would already be fantastic, see as you’re earning every second. There’s already more than 14 millions users on Pi so I won’t be surprised if that will happen eventually! Come onboard asap before mining stops one day, when the user threshold has been met. 🙏
P.S. After signing up for free, read the FAQ section in the app which will give you a good understanding of how it all works and how you can maximize your benefits from the app!
i am app free 在 Facebook 的最佳貼文
Link: https://bit.ly/3eB8sC8
Recently, cooking becomes part of my hobby now especially when I feel like cooking at home is way better than risking myself of going outdoor frequently.
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i am app free 在 Joseph Prince Youtube 的最佳解答
This excerpt is from: The Key To Victorious Living (30 May 2021)
Get the full message:
Joseph Prince app - https://josephprince.app.link/fd3ZE5XwMgb
JosephPrince.com - https://bit.ly/3uE6CXg
What’s the key to lasting victory over depression, sickness, and bad habits? In this must-hear message by Joseph Prince, uncover new covenant truths from the Old Testament story of the children of Israel crossing the Red Sea, and learn how you can experience God’s saving power in every situation. Discover how you can:
• Be supernaturally delivered from sinful desires and lead a life of true holiness.
• Possess your blood-bought blessing of healing when you learn to identify yourself with the risen Christ.
• Experience freedom from depression, anxiety, and self-consciousness when you look to Jesus and His perfect redemptive work at the cross.
• Break the cycle of negative thoughts and feelings when you hold fast to the truth of God’s Word.
Start living the abundant life God has for you when you lay hold of this powerful truth: as Jesus is, so are you in this world (1 John 4:17)!
Excerpt Summary:
0:00 You Are Not What You Feel!
1:13 Your Feelings Are Not The Barometer Of Truth
4:15 The Way To Deal With Negative Feelings
6:48 See Your Flesh As It Really Is
8:35 Your True Identity Is In Christ
Subscribe for free official sermon notes at: http://josephprince.com/sermon-notes
Download the Joseph Prince app at: http://app.josephprince.com
Find us at:
https://www.facebook.com/JosephPrince
https://twitter.com/JosephPrince
https://instagram.com/JosephPrince
#josephprince #2021sermon #josephprincelatest
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i am app free 在 Joseph Prince Youtube 的最佳貼文
This excerpt is from: Made Right In His Sight (9 May 2021)
Get the full message:
Joseph Prince app - https://josephprince.app.link/sf5EVHIXbgb
JosephPrince.com - https://bit.ly/3bj5vVV
As a believer, you have been made perfectly righteous in the sight of a holy God—all because of Jesus’ finished work at the cross! In this foundational message by Joseph Prince, see why being conscious of your righteous standing before your heavenly Father causes you to reign over addictions, sicknesses, and undesirable habits. Learn powerful truths that will help you:
• See victory over destructive habits when you actively receive God’s gift of righteousness.
• Overcome every failure and regret as you begin to see yourself the way God sees you—irrevocably righteous in Christ.
• Experience God’s grace superabound in your weaknesses and mistakes, and become a beautiful testimony for His glory.
• Receive 120 percent restoration for all your losses when you learn to see Jesus as your guilt offering.
Beloved, you were made righteous at a great price. Start seeing yourself the way God sees you and begin to experience victory in every area of defeat!
Excerpt Summary:
0:00 Don't Let The Enemy Define You
2:06 Why Did God Give The Law?
4:35 Your Weakness Can Be Your Greatest Testimony!
6:48 God Used David And Peter Despite Their Weaknesses
9:38 How Should We Respond To Our Weaknesses?
Subscribe for free official sermon notes at: http://josephprince.com/sermon-notes
Download the Joseph Prince app at: http://app.josephprince.com
Find us at:
https://www.facebook.com/JosephPrince
https://twitter.com/JosephPrince
https://instagram.com/JosephPrince
#josephprince #2021sermon #josephprincelatest
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i am app free 在 ThắnG Tê Tê Youtube 的最讚貼文
Linh tải game I Am The Queen https://apps.apple.com/app/i-am-the-queen/id1560220220
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Âm nhạc có trong video;
Happy Bee của Kevin MacLeod được cấp phép theo giấy phép Creative Commons Attribution (https://creativecommons.org/licenses/by/4.0/)
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