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7部Youtube影片,追蹤數超過1,270的網紅Freeyon Chung 鍾君揚,也在其Youtube影片中提到,I was trying to find some friends to record this a cappella cover with me, but unfortunately...timing didn't work out. After spending a lot of time co...
「well you done done me in you bet i felt it」的推薦目錄:
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well you done done me in you bet i felt it 在 Phương Dung Socola Facebook 的最佳貼文
[Hướng dẫn Ukulele] i'm yours
Vòng hợp âm: [C] [G] [Am] [F]
1. Well [C] you done done me and you bet I felt it
I [G] tried to be chill but you're so hot that I melted
I [Am] fell right through the cracks
And now I'm [F] trying to get back
Before the [C] cool done run out
I'll be giving it my bestest
And [G] nothing's going to stop me but divine intervention
[Am] I reckon it's again my turn to [F] win some or learn some.
[C] I won't [G] hesitate no more, no [Am] more
It cannot [F] wait, I'm yours.
2. [C] Well open up your mind and see like [G] me
Open up your plans and damn you're [Am] free
Look into your heart and you'll find [F] love love love
[C] Listen to the music of the moment people dance and [G]sing
We're just one big [Am] family
And It's our God-forsaken right to be [F] loved love loved love loved.
So [C] I won't [G] hesitate no more, no [Am] more
It cannot [F] wait I'm sure
There's no [C] need to [G] complicate
Our time is [Am] short
This is our [F] fate, I'm yours.
C
I've been spendin' way too long checkin' my tongue in the mirror
G
and bendin' over backwards just to try to see it clearer
Am
my breath fogged up the glass
F
and so I drew a new face and laughed
C
I guess what I'm a sayin' is there ain't no better reason
G
to rid yourself of vanity and just go with the seasons
Am
it's what we aim to do
F
our name is our virtue
well you done done me in you bet i felt it 在 yuppiemusic.com Facebook 的最佳貼文
Well you done done me and you bet I felt it
I tried to be chill but you're so hot that I melted
I fell right through the cracks and now I'm trying to get back
Before the cool done run out, I'll be giving it my bestest
And nothing's gonna stop me but divine intervention
I reckon it's again my turn to win some or learn some
I won't hesitate no more, no more
It cannot wait, I'm yours
Well open up your mind and see like me
Open up your plans and damn you're free
Look into your heart and you'll find love love love love
Listen to the music of the moment people dance and sing
We're just one big family
And It's our God-forsaken right to be loved loved loved loved loved
So I won't hesitate no more, no more
It cannot wait I'm sure
There's no need to complicate, our time is short
This is our fate, I'm yours
(Do you, do-do-do you, but do you, do you do-do
But do you want to come on
Scooch on over closer dear, and I'll nibble your ear
So there ba ba... Wooh... Wooh...)
I've been spending way too long checking my tongue in the mirror
And bending over backwards just to try to see it clearer
But my breath fogged up the glass and so I drew a new face and I laughed
I guess what I've been saying is there ain't no better reason
To rid yourself of vanities and just go with the seasons
It's what we aim to do, our name is our virtue
But I won't hesitate no more, no more. It cannot wait, I'm yours
Open up your mind and see like me
Open up your plans and damn you're free
Look into your heart and you'll find that the sky is yours
So please don't, please don't, please don't
There's no need to complicate 'cause our time is short
This oh, this oh, this is our fate
I'm yours
well you done done me in you bet i felt it 在 Freeyon Chung 鍾君揚 Youtube 的精選貼文
I was trying to find some friends to record this a cappella cover with me, but unfortunately...timing didn't work out. After spending a lot of time convincing my twin brother, he finally agreed to record this video with me ? so here it is ???
我孿生細佬終於肯同我一齊拍片啦! 你估下邊個係我 :P
Jason Mraz is performing in Hong Kong on May 17 & 18!!
Huge thanks to Chris for helping me with the video :D
Subscribe To My YouTube Channel:
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~~~~~~~~~~
Well you done done me and you bet I felt it
I tried to be chill but you're so hot that I melted
I fell right through the cracks
And now I'm trying to get back
Before the cool done run out
I'll be giving it my best-est
And nothing's going to stop me but divine intervention
I reckon it's again my turn
To win some or learn some
But I won't hesitate no more, no more
It cannot wait, I'm yours
There's no need to complicate
Our time is short
This is our fate, I'm yours
![post-title](https://i.ytimg.com/vi/_Ul4zsSJa1s/hqdefault.jpg)
well you done done me in you bet i felt it 在 Angeles Ng Youtube 的最佳貼文
Im yours/ have it all
(Remix version hope u like it :)
[Intro]
Listen to the music of the moment, people dance and sing
We're just one big family
And it's our God-forsaken right to be loved, loved, loved
[Verse1]
Well, you done done me, and you bet I felt it
I tried to be chill, but you're so hot that I melted
I fell right through the cracks
Now I'm trying to get back
Before the cool-done run out, I'll be giving it my best-est
And nothing's gonna stop me but divine intervention
I reckon it's again my turn to win some or learn some
[Chorus]
But I won't hesitate no more, no more
It cannot wait, I'm yours
Do do do do do do do do
Yea yea
[Verse 2]
May you have auspiciousness and causes of success
May you have the confidence to always do your best
May it take no effort in you being generous
Sharing what you can, nothing more, nothing less
May you know the meaning of the word happiness
May you always lead from the beating in your chest
May you be treated like an esteemed guest
May you get to rest, may you catch your breath
[Pre-Chorus]
And may the best of your todays be the worst of your tomorrows, woa-oh
And may the road less paved be the road that you follow, woa-oh
[Chorus]
Well, here's to the hearts that you gonna break
Here's to the lives that you gonna change
(I wont hesitate no more, no)
Here's to the infinite possible ways to love you
I want you to have it
(More, it cannot wait, im yours, there's)
Here's to the good times we gonna have
You don't need money, you've got free pass
(No need to complicate, our time is)
Here's to the fact that I'll be sad without you
I want you to have it all
(Short, this is our fate, im yours)
I want you to have it all
I want you to have it all
I want you to have it
[Bridge]
All
I want you to have it all
All you can imagine, oh
No matter what your path is
If you believe it then anything could happen
Go go go, raise your glasses
(Please don't, please don't, please don't
There's no)
Go go go, you can have it all
(need to complicate, cuz our time is short)
This, oh, this, oh, this is our fate
I'm yours
I toast you
[Chorus]
Here's to the hearts that you gonna break
(I wont hesitate)
Here's to the lives that you gonna change
(No more, no)
Here's to the infinite possible ways to love you
(More, it cannot wait)
I want you to have it
(Im sure)
Here's to the good times we gonna have
You don't need money, you've got free pass
(There's no need to complicate, our time is)
Here's to the fact that I'll be sad without you
I want you to have it all
(Short, this is our fate, im yours)
Well, open up your mind and see like me
Open up your plans and, damn, you're free
Look into your heart, and you'll find love, love, love, love, love
[Coda]
Listen to the music of the moment, people dance and sing
We're just one big family
And it's our God-forsaken right to be loved, loved, loved
![post-title](https://i.ytimg.com/vi/t2rB1Fp8k0k/hqdefault.jpg)
well you done done me in you bet i felt it 在 Phương Dung Socola Youtube 的最讚貼文
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--------
Vòng hợp âm: [C] [G] [Am] [F]
1. Well [C] you done done me and you bet I felt it
I [G] tried to be chill but you're so hot that I melted
I [Am] fell right through the cracks
And now I'm [F] trying to get back
Before the [C] cool done run out
I'll be giving it my bestest
And [G] nothing's going to stop me but divine intervention
[Am] I reckon it's again my turn to [F] win some or learn some.
[C] I won't [G] hesitate no more, no [Am] more
It cannot [F] wait, I'm yours.
2. [C] Well open up your mind and see like [G] me
Open up your plans and damn you're [Am] free
Look into your heart and you'll find [F] love love love
[C] Listen to the music of the moment people dance and [G]sing
We're just one big [Am] family
And It's our God-forsaken right to be [F] loved love loved love loved.
So [C] I won't [G] hesitate no more, no [Am] more
It cannot [F] wait I'm sure
There's no [C] need to [G] complicate
Our time is [Am] short
This is our [F] fate, I'm yours.
C
I've been spendin' way too long checkin' my tongue in the mirror
G
and bendin' over backwards just to try to see it clearer
Am
my breath fogged up the glass
F
and so I drew a new face and laughed
C
I guess what I'm a sayin' is there ain't no better reason
G
to rid yourself of vanity and just go with the seasons
Am
it's what we aim to do
F
our name is our virtue
![post-title](https://i.ytimg.com/vi/0XPNQJOaEIw/hqdefault.jpg?sqp=-oaymwEZCNACELwBSFXyq4qpAwsIARUAAIhCGAFwAQ==&rs=AOn4CLDI4t71OddpG9JdRxIRAMUJ6WUqHQ)
well you done done me in you bet i felt it 在 I'm Yours - Jason Mraz Lyrics - YouTube - Pinterest 的推薦與評價
Jan 21, 2018 - Well you done done me and you bet I felt itI tried to be chill but you're so hot that I meltedI fell right through the cracks, now I'm trying ... ... <看更多>
well you done done me in you bet i felt it 在 I'm Yours - Jason Mraz Lyrics - YouTube - Pinterest 的推薦與評價
Jan 21, 2018 - Well you done done me and you bet I felt itI tried to be chill but you're so hot that I meltedI fell right through the cracks, now I'm trying ... ... <看更多>
well you done done me in you bet i felt it 在 Song Lyrics/MusicLover - I'm Yours ———Jason Mraz ... 的推薦與評價
I'm Yours ✌ ———Jason Mraz Well you done done me And you bet I felt it I tried to be chill But your so hot That I melted I feel right through. ... <看更多>