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4部Youtube影片,追蹤數超過3,270的網紅Yunny Hou,也在其Youtube影片中提到,Hello I'm back with my bullet journal~ I decided to do something different for this month by combining the setup with a quotes app I found recently! S...
quotes app 在 Apple Daily - English Edition Facebook 的最佳貼文
A Chinese propaganda magazine has collated quotes by President Xi Jinping to sing praises of the Communist Party ahead of its centennial in July. It selected speeches stressing on the necessity to recognize that the party’s rule as both “indispensable and unshakable”.
Read more: https://bit.ly/3vvbtu2
為打造中共總書記習近平的形象,中共中央委員會機關刊物《求是》雜誌將於16日刊出習近平多則節錄。文章指出,在堅持中國共產黨的領導這個原則上,立場要特別堅定,絕不能有任何含糊和動搖。
____________
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quotes app 在 學校沒教的英語聽力 Facebook 的最讚貼文
Ep.15單字補給⛽(PARTll)
#這個單字學完請簽到!看你可以收集幾個簽到好寶寶
👩🏫Stephanie老師怎麼說👩🏫
👉與look and see同義,意思是果不其然
lo and behold (idiom) 看吧,果不其然
✏Example sentence:
The successful man or woman always looks for the advantage or benefit in every situation and lo and behold, they always find it.
成功的男人或女人總會在各種情況下尋找優勢或利益的一面,果不其然都能找到。
🔗例句出處: Lo and Behold Quotes
https://www.wisefamousquotes.com/quotes-about-lo-and-behold/
#歡迎收聽_學校沒教的英語聽力
❇️Ep.15 噁爆!這件事居然是亞裔美國人的被歧視日常
👇我們的節目在以下平台免費收聽👇
🎧Podcasts app
Apple:https://lihi1.cc/CRACj
Spotify:https://lihi1.cc/lmOTb
Google:https://lihi1.cc/pAPzv
KKBOX:https://lihi1.cc/8Yfiw
SoundOn:https://lihi1.cc/8P40N
Listen Notes:https://lihi1.cc/eokWr
#學校沒教的英語聽力
#聽力是語言學習的根本
#學校沒教沒關係
#我們來教你
#每週日更新_期待你的英文語言大爆炸
#英文 #英聽
#聽力
#TheEllenShow
#AsianHate
#種族歧視
#我是Stephanie老師
quotes app 在 Yunny Hou Youtube 的精選貼文
Hello I'm back with my bullet journal~ I decided to do something different for this month by combining the setup with a quotes app I found recently! Since the app will generate quotes daily, I only did week 1-3 spread using my Saved quotes and I wanted to wait until mid-September to finish the rest of the 2 weeks spread with new quotes. Hope you guys like this one, and DM your spreads with me on Instagram too!
這個月的子彈筆記我用的是韓系比較簡約設計的排版,也加入了我最近找的的新韓文app,每天會送一個新的韓文名言 quote~ 隨便幫助學習韓文也添加了不一樣的文青感。我只做的1-3週的排版因為我想等待9月新的quotes出來再去做4-5週。喜歡你們會喜歡然後如果試做了我的筆記排版的話,可以在IG上分享給我看喔!
My Supplies:
♡ Dot Journal | Daiso
♡ Dual Tip Highlighter | Daiso
♡ Black Pen | Muji
Connect with Me!
♡ Instagram | @x.yunny.x
♡ Instagram | @my.eatz
♡ Email | yunnyhou@gmail.com
Songs
Music by Dylan Rockoff - Out Of My Mind - https://thmatc.co/?l=B73B5C0A
Music by Dylan Rockoff - Awesome - https://thmatc.co/?l=3DDB986D
Music by Hariz - I Got You - https://thmatc.co/?l=63070E83
What I use:
♡ Camera | Canon G7X Mark ii
♡ Doodles | SketchBook iPad App
♡ Editing | Final Cut Pro x Adobe Premiere Pro
![post-title](https://i.ytimg.com/vi/1S0Eb7xkJNI/hqdefault.jpg)
quotes app 在 Yunny Hou Youtube 的最讚貼文
In this 2nd episode of Spark AR Studio tutorial, I will go over how I make my Instagram Filters that contains moving animations, texts (ex. quotes), and frames. I used 3 of my popular filters Lovely, Special Day and We Bare Bears filter as the examples~ On the next episode, I will show you guys how I make my Daily 01-04 series, which is by using Days of the Week and Time of Day Dynamic Texts. Stay tune for the next tutorial too!
IG動態濾鏡製作教學第二篇,教你們怎麼加入動態的插畫,文字,和點擊變更的邊框在濾鏡裡面。喜歡你們會喜歡這個影片!下一個影片我會教大家我製作我Daily系列的濾鏡方法,使用星期幾和時間的特殊文字,可以期待期待!有任何濾鏡製作過程出現的問題可以把你們的問題留言在下面喔
✨𝘿𝙊𝙒𝙉𝙇𝙊𝘼𝘿 𝙈𝙔 𝙎𝘼𝙈𝙋𝙇𝙀 𝙁𝙄𝙇𝙏𝙀𝙍 𝙁𝙄𝙇𝙀✨
Hearts Animation + Daily Quotes Texts+ We Bare Bear Frames:
https://drive.google.com/drive/folders/1d_V9ggn5BhsEzSssrtSWuoUzeI5ipKoo?usp=sharing
*please do not upload my sample file filter as yours * this is here to help you when navigating the software
Download Spark AR Studio Software: https://sparkar.facebook.com/ar-studio/download/
𝙀𝙋. ❷
---- Breakdown-------------------------------------------------------------------
0:12 PT.1 Adding in Animation
0:24 Creating Animation artboards in Adobe Illustrator
0:58 Adding the textures into Spark AR Studio
2:04 Creating Texts & Quotes in Adobe illustrator
2:30 Adding Texts into Spark AR Studio
2:55 Tap to Change Texts
3:40 Adding Custom frames & Adjust Size
3:43 Creating Frames in Adobe Illustrator
4:31 Tap to change frames
4:50 Adjusting size of canvas to fit our frame
---------------------------------------------------------------------------
✨ Links
Adobe Illustrator:https://www.adobe.com/products/illustrator.html
Over App:https://www.madewithover.com
Picsart:https://picsart.com/apps
Autodesk Sketchbook:https://sketchbook.com
Connect with Me!
♡ Instagram | @x.yunny.x
♡ Instagram | @my.eatz
♡ Email | yunnyhou@gmail.com
Songs
Music by Luxid - I'm Homeless https://soundcloud.com/luxid_dream/im...
Support the Artist: https://soundcloud.com/luxid_dream
Music Provided by 음악팀 (TeamMusicCreative)
Track : Midnight - https://youtu.be/OUR7A7qcxNE
What I use:
♡ Camera | Canon G7X Mark ii
♡ Doodles | Autodesk SketchBook iPad App
♡ Editing | Final Cut Pro x Adobe Premiere Pro
![post-title](https://i.ytimg.com/vi/m_d5nACBdnM/hqdefault.jpg)
quotes app 在 倉庫的女人Claire Youtube 的最佳貼文
外國人的慣用手勢
真的跟我們不太一樣
有時候學一兩個起來
在適當時候使用
吸睛度100分!
在外國朋友面前,能順勢用出來
他應該會覺得你英文學得很活
剛有看到今天新增27例了,大家一定要保重🤞🏻
【2020 我推出了Podcast】倉庫的Mindset:Spotify/iTunes/Anchor
YouTube之後會上傳!
每一集我會用一個關鍵字說個故事
EP1 |權威。世界沒那麼好,可也沒那麼壞
這集我講了我的求學生涯的經驗,我曾經被小學老師霸凌兩年,言語霸凌、公開讓老師發動同學排擠,可是為什麼這是我感謝的記憶,以及它讓我學到的事。
《還有哪裡可以聽見倉庫的女人》
iTunes/Spotify
如果你不想下載任何app
你可以到下面連結anchor收聽
https://anchor.fm/claire_intheshed/episodes/EP1-eble6q
#手勢 #新冠肺炎 #洗手 #倉庫的女人claire #英文 #75%酒精 #量體溫 #陳時中部長 #倉庫的Mindset #Podcast
![post-title](https://i.ytimg.com/vi/a4rHnixrv8U/hqdefault.jpg)