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40萬的網紅糖餃子Sweet Dumpling,也在其Youtube影片中提到,Hello friends! Today we're going to share with you how to make a classic French potato casserole: Gratin Dauphinois. Gratin dauphinois is a tradition...
「when we 're high」的推薦目錄:
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- 關於when we 're high 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
- 關於when we 're high 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
- 關於when we 're high 在 糖餃子Sweet Dumpling Youtube 的精選貼文
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- 關於when we 're high 在 Rayner Teo Youtube 的最讚貼文
when we 're high 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
As many of you know, I have been occasionally sharing about Pi. This is a new article about it and it’s a really good summary that explains what it’s all about: https://bitcoinist.com/introducing-pi-network-making-cryptocurrency-accessible-to-the-masses/
I like these excerpts:
“Pi was conceived with the vision of re-democratizing access to cryptocurrencies and making them accessible for anyone to mine with equipment that’s easily available – a smartphone.
Pi was founded by Dr. Nicolas Kokkalis and Dr. Chengdiao Fan. Dr. Kokkalis holds a Ph.D. from Stanford and was the instructor of Stanford’s first class on decentralized applications, and co-teaches the Beyond Bitcoin class at Stanford once a year. In the course of teaching his dapps class, he came to realize the difficulty of making blockchain technology available to everyday people.
Dr. Fan holds a Ph.D. in Computational Anthropology from Stanford. Her research has focused on human-computer interactions and social computing – how we can use technology to positively impact human behavior and societies.
In total, the Pi team comprises 14 people working around the globe.
Conclusion:
The barriers to entry for mining most major cryptocurrencies are currently so high that most participants are excluded. Mining Pi on a smartphone is a simple and easy way to watch cryptocurrency rewards accrue on a daily basis.
However, the value of those rewards requires Pi to gain the traction and usage of the network effect. Only once enough people participate and are willing to transact goods and services in Pi, will the rewards gain any real-world value. In that sense, the success of Pi depends on its ability to reach enough people and enough utilities.
If the project can meet this challenge, Pi has every chance of being a success when it launches on the mainnet.
Pi already operates in 238 countries and 52 languages.”
I am sending you 1π! Pi is a digital currency developed by Stanford PhDs, with over 14 million members worldwide.
To claim your Pi and mine Pi for free, follow this link https://minepi.com/miltongohblog and use my username (miltongohblog) as your invitation code.
when we 're high 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
Possess God’s Peace
“Until the Spirit is poured on us from on high, and the wilderness becomes a fruitful field, and the fruitful field is considered a forest. Then justice will dwell in the wilderness; and righteousness will remain in the fruitful field. The work of righteousness will be peace; and the effect of righteousness, quietness and confidence forever.” (Isaiah 32:15-17 WEB)
This prophecy declared by the prophet Isaiah is in the process of partial fulfillment. The Spirit has been poured out on us from on high ever since the Day of Pentecost when Jesus first sent His Spirit to baptize the disciples in Jerusalem.
The wilderness represents Israel which has become a fruitful field (the place where salvation starts spreading from), and will eventually become full of life as a forest, during the future Millennial reign of Christ.
Through Jesus’ work of righteousness at the cross, we already have peace with God.
Since we have become the righteousness of God in Christ Jesus, we have an everlasting quietness and confidence in our spirit.
There is no need to struggle or strive to justify ourselves before God or anyone else. We know that the payment has been completed and that God has fully accepted us.
Born-again believers ought to be the most peaceful and quietly-confident people on earth, exuding the kind of regality that Jesus has. This confidence comes from knowing that you are God’s child, lacking nothing and having everything.
This shalom is your portion. Possess this inheritance that the world cannot give. No amount of pills, therapy, or chemicals can produce the peace that is freely ours in Christ.
Today, declare and believe: “I am full of shalom peace, for I was re-created in the image of the Prince of Peace. I possess the peace of God right now, and allow it to flood my soul, body, and life; setting everything right, perfectly integrated with nothing lacking or missing. I receive this in Jesus’ name, Amen!”
Keep studying God’s word and growing in your understanding of His ways. Our Patreon community is currently on a Bible study series called “My Faith Declarations” which looks at the Spirit-inspired utterances of the authors of the Psalms. They wrote about the trials and tribulations they experienced, so the book of Psalms is very relatable.
By turning their faith declarations into our own, we can learn how to overcome similar circumstances in life through faith in the Lord! Become a “God Every Morning” tier or above patron on Patreon to receive this reward, daily devotionals by email, and also all my eBooks. Thanks for being a blessing to this ministry: http://Patreon.com/miltongohblog
when we 're high 在 糖餃子Sweet Dumpling Youtube 的精選貼文
Hello friends! Today we're going to share with you how to make a classic French potato casserole: Gratin Dauphinois.
Gratin dauphinois is a traditional French dish which is made with layers of finely sliced potatoes, cream, butter and Gruyère cheese. This dish is from the Dauphiné region in south-eastern France. Every home cook has their own formula for preparing this gratin, but traditionally, his dish usually rubs with garlic and butter at first.
We love potato casseroles, but this dish is our favorite so far. The flavour is amazing, each bite just melts in your mouth. Our simple and delicious recipe is super easy, and uses very few ingredients, but tastes extra delicious. It’s definitely a comfort food. Hope you like it. Enjoy.:)
📍 Please follow me on Instagram: @sweetdumplingofficial
This is an #ASMR ver, you can check out the other version that with BGM and Voices in Chinese if you like:
https://youtu.be/Sk0QcNmTEp0
----------
How to make French Potato Gratin Dauphinoise
French Potato Gratin Dauphinoise Recipe
☞ Yields: 3~4 servings
☞ Baking Dish size:13x17x5cm
✎ Ingredients
potatoes 500g (peeled, net weight)
milk 250ml
whipping cream 100ml
Gruyère cheese 70g
butter 15g
a pinch of nutmeg powder
salt 4.5g, if the cheese is too salty, reduce the salt to 3.5g
black pepper O.T
garlic clove 1
✎ Instructions
1. Rub the inside of the baking dish with the garlic and the half of softened butter. Set aside.
2. Shredding the cheese. You can use whatever shredder you have on hand, just make sure the cheese is cold.
3. Toss the potatoes and just peel and thinly slice the potatoes to 2mm~3mm thick (500g). Don't soak them.
4. In a large saucepan, combine the milk, whipping cream and the cheese over medium high heat. While the cheese is melted, then season with salt, pepper and nutmeg powder. Stir to blend.
5. When it comes to simmer, reduce the heat to low, and put the potato slices into the pan, stirring occasionally for 5 minutes, since potatoes release their starch into the liquid, it will help thicken the sauce. Re season if needed.
6. Layer half the potato slices in the dish, spoon some sauce over the potatoes, then finish off layering the rest of the potato slices, the slices can overlap slightly. Pour over the rest of the sauce.
7. Cut the remaining butter into small pieces and dot the butter, finishing with sprinkling the cheese to cover the potatoes.
8. Preheat the oven to 180°C, and bake for 70~80 minutes, or until the potatoes are cooked through and the top is crips and golden brown.
9. Once baked, cool down for several minutes, then serve and enjoy.
-----------------------------------------------------------------------
Chapter:
00:00 opening
00:34 Ingredients
01:20 Preparing
04:51 Make sauce
07:00 Make Gratin Dauphinois
09:06 Baking
09:18 taste
-----------------------------------------------------------------------
#GratinDauphinois
#FrenchCuisine
#easyRecipes
![post-title](https://i.ytimg.com/vi/w4lCH-TwC4E/hqdefault.jpg)
when we 're high 在 pennyccw Youtube 的最佳貼文
Allen Iverson had every reason to feel good after his performance kept Philadelphia close to the division lead.
Surely the mood changed when the Sixers All-Star found out he was injured.
Iverson outperformed Kobe Bryant, scoring 36 points and leading a decisive third-quarter run in the 76ers' 108-91 win over the Los Angeles Lakers on Tuesday night.
Iverson helped pull the Sixers (31-33) to four games of Boston for first place in the Atlantic Division.
"It made me feel good," Iverson said. "Any win makes me feel good."
Iverson, though, chipped a bone in his left thumb sometime in the second half and will be fitted for a cast. He is day-to-day. The Sixers said Iverson will be re-evaluated Friday when they play again at Cleveland.
Iverson left the arena before the injury was announced.
The Sixers certainly need the league's leading scorer if they're going to make any kind of run at the Celtics.
"We would like to have that (winning) streak right now," said Iverson, before he knew the X-ray results.
Andre Iguodala scored 15 points for the Sixers, adding a few more spectacular dunks, including an alley-oop where he came crashing down on Jumaine Jones. Kyle Korver had 14.
Bryant -- who came in trailing Iverson by nearly two points in the league scoring race -- led the Lakers with 20 points, but had little help. The Lakers (32-31) fell out of the eighth and final spot in the Western Conference.
Bryant made five of nine shots in the first quarter, but went 1-for-6 the rest of the game.
"We've got to get more people involved," Bryant said. "They were doubling me and the shots weren't falling."
Iguodala had plenty to do with that. The Sixers rookie kept a hand in Bryant's face most of the game and aggressively contested his shots. Iguodala said he watched plenty of tape to prepare for one of his toughest assignments.
"I knew if I kept my hands up and kept nagging him a little bit that I could make him take a tougher shot," Iguodala said.
Bryant scored 16 points in the first quarter and Iverson had 14 as the two seemed poised for a one-on-one showdown between All-Stars. But Bryant slowed down, thanks largely to the sticky defense by Iguodala, while Iverson kept driving and crashing.
Iverson scored 14 points during a 26-9 run in the third quarter by doing what he does best -- drive the lane, look for the layup and get to the line. When he couldn't do that, Iverson would dribble around the perimeter until he found an open look.
He took six of Philadelphia's 16 shots in the third (making three) and went 7-for-7 from the line. Overall, Iverson went 14-for-15 from the line and 10-for-22 from the floor.
On one fallaway layup from the right side, Iverson was fouled by Chucky Atkins. Atkins bitterly complained and was hit with two quick technicals and ejected from the game.
Korver sank the two free throws for a 66-50 lead. Rodney Rogers hit a 3-pointer near the end of the third, giving Philadelphia a 28-point lead.
Chris Webber again was a non-factor for the Sixers. He scored Philly's first two baskets of the game, sat out 5 minutes of the second quarter and missed his last six shots for five points.
Webber remained baffled as to why he has looked little like the five-time All-Star he was in Sacramento. Of course, watching Iverson take a bulk of the shots and not having coach Jim O'Brien call plays for Webber might have something do with his struggles.
"I don't want to put my finger on it," Webber said. "It's not because it's late in the season. I didn't become this player in one day."
Game notes
Bryant, who went to nearby Lower Merion High School, needed about 30 tickets. Among those invited were players on this year's Merion team and his former coach, Gregg Downer. Lower Merion plays in the Class AAAA state semifinals Wednesday night. Bryant said he loved playing in Philadelphia, even though he's always booed. "If I played here, they'd love it with the Philly attitude I have," he said. "But I enjoy coming here because of that." ... The Sixers are 17-10 when Iverson scores 30 or more points
![post-title](https://i.ytimg.com/vi/BSlbbEPuYk8/hqdefault.jpg)
when we 're high 在 Rayner Teo Youtube 的最讚貼文
When you see a buildup form at resistance or support, you want to know THIS strategy.
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1:25 KEY Tips for Trading Breakouts #1
The reason I'm looking for a buildup is very simple, it tells you one thing. For example, in this case, it is formed at resistance and has a buildup form at resistance. What it's telling you is that buyers are willing to buy at these higher prices, right?
1:44 KEY Tips for Trading Breakouts #2
Think about this, resistance is an area where traders are looking to get in the market. Where you expect the price to come down. The fact that the price cannot come down and is hovering at these higher prices, for quite a while in fact, it's about like, what? 20, 25 candles? It's telling you that the buyers are just willing to buy at these higher prices. And this is a sign of strength. Traders are buying at such higher prices because they think that the price is about to breakout higher. So this is a sign of strength and whenever you see a buildup form at resistance, it's a sign of strength. And, the market could possibly breakout from here.
2:16 KEY Tips for Trading Breakouts #3
Opposite of this is what we call the descending triangle. It's simply lower highs into support where you notice that the price is actually making lower highs into support. Telling you that the sellers are willing to sell at this lower price. And so they're just the inverse. Okay?
2:24 KEY Tips for Trading Breakouts #4
The fourth technique I wanna share with you is what I call the re-test. So when the price breaks out, there are times where it comes back and re-test the level previous resistance tested support. So here's an example, price breakout of this height re-test the previous resistance now it can support, price breaks out of it again, re-test previous resistance now it can support. Price then breaks out of this swing high retest previous swing high now it can support. Price breaks out of this swing high or resistance re-test so that it can support. So you can see that, this area in the chart where the price breaks out off in time to come in the future it could potentially act as a level where the buying pressure could come in.
3:26 KEY Tips for Trading Breakouts #5
This is what we call the re-test. So this is useful when the prices breakout and you miss the train you don't have to chase the market because if you're a patient enough, more often than not the market could do a re-test and give you a much more favorable entry price instead of chasing the market and the highs. Okay, and the last technique that I wanna share with you is what I call the strong trend. So this is when the trend is strong and typically is when the price is above the 20MA and in this case is below the 20MA.
If you have enjoyed this video so far, you can go down to my website for free trading strategies and techniques to improve your trading results. Just go to my website, tradingwithryner.com over here the link's at the top. Just scroll down to the bottom depending what you want. Even learn how to write massive trends. To learn about trading your stop loss exists where you can download this ultimate Trend Following guidelines where I will share with you different techniques to actually trade your stop-loss to big trends in the market.
Now, if you wanna learn how to better time your entries, maybe you wanna learn more than breakout. Maybe you wanna learn pullback support resistance, go and download the ultimate guide to PriceAction Trading because that's where I cover that in more details. These two guides are completely free so just go down to my website tradingwithryner.com click this blue button and I'll send it to your email address for free. All right? So with that said, I've come towards the end of this video if you've enjoyed, please see the like button. Any feedback or comment, let me know below I would really appreciate it. And if you wanna stay up to date, subscribe to my YouTube channel and you'll always be updated whenever I publish a new video.
![post-title](https://i.ytimg.com/vi/3hcrDDqRnq4/hqdefault.jpg)