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.
「daughter quotes」的推薦目錄:
daughter quotes 在 公民不下課 Facebook 的精選貼文
⟨給有女兒的父親⟩
每一次你
告訴女兒
你吼她
是因為愛她
便是教她混淆了
憤怒與好意
這樣似乎是還不錯的主意
等她長大後
便會信任傷害她的男人
因為他們看起來
跟你好像
.
⟨to fathers with daughters⟩
“every time you
tell your daughter
you yell at her
out of love
you teach her to confuse
anger with kindness
which seems like a good idea
till she grows up to
trust men who hurt her
cause they look so much
like you.”
.
— Rupi Kaur ⟪milk and honey⟫ (詩集 ⟪奶與蜜⟫)
.
#socialclassonline #公民不下課 #quotes #wordsoftheday #wordsofwisdom #RupiKaur #milkandhoney #奶與蜜 #給有女兒的父親 #to #fathers #with #daughters #poem #poet #literature
daughter quotes 在 Pakar diari hati Facebook 的最讚貼文
FORMULA REZEKI INFINITI DENGAN TABUNG SEDEKAH SUBUH
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1. Masukkan derma seikhlas walaupun 50 sen setiap hari pada waktu Subuh. Jangan miss walau sekali pun. Ingat, Allah tak pandang nilai wang, tetapi keikhlasan tika kita memberi.
...Continue ReadingFORM OF INFINITIONAL SIZE WITH SUCCESSFUL SAVINGS
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1. Insert donation sincerely even 50 cents daily at dawn. Don't miss even once. Remember, Allah doesn't see the value of money, but the sincerity we give.
2. Just a month, donate to the mosque or feed the orphans, the needy or to those who are very eligible to receive donations. Maybe our own relatives, friends who are in difficulties or lack of ability. (Later, remind me to write what good charity is to those in this difficulty).
3. When every time you donate to the ′′ Dawn Tube do it while praying specifically and clear and calm and happy (elevated emotion). Then, say alhamdulillah full of gratitude and confidence. Remember, ALLAH is Hearing.
Be assured that Allah's rewards can be sent through unexpected sustenance (by our limited thoughts) and from various doors and directions. Be confident that nothing is difficult for Him. And He is Al Ghanni (Most Rich) and Al Mughni (Most Wealthy).
4. If you don't have time to prepare the ′′ Subuh Tubung ′′ at home, collect daily and give it to the mosque / surau. If you are working outside the area (far away from home for example) don't forget to bring your money in the mosque / surau tube.
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In a hadith of the Prophet Nabi ṣly̱ ạllh ʿlyh wslm ṣly̱ ạllh ʿlyh wslm ṣly̱ ạllh ʿlyh wslm ṣly̱ ạllh ʿlyh wslm ṣly̱ ạllh ʿlyh wslm menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan menggambarkan the
Abu Huraira (May Allah be pleased with him) said that the Prophet (peace be upon him) said that there is no day when the servants become but two kings descend, and one of them says, O Allah, give a successor spender
And the other says, O Allah, give a hold of damage (Bukhari)
From Abu Hurairah radhiyallahu ' anhu actually Prophet Muhammad ṣly̱ ạllh ʿlyh wslm ṣly̱ ạllh ʿlyh wslm ṣly̱ ạllh ʿlyh wslm ṣly̱ ạllh ʿlyh wslm said:
′′ There is not one Dawn that the slaves of God experience except the two angels descend upon them. One of the two prayed: ′′ Ya Allah, give replacement for those who are beneficial ", while the other one prays ′′ Ya Allah, give damage to those who restrain (his wealth) ′′
(HR Bukhary 5/270)
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5. WRITE NAMES ON SAVINGS
Write the name on this tube is as an affirmation we want to be committed to this noble practice. In order for us to be hardworking and to make everyday. If it can be our tube, make it pretty or use a beautiful tin or container. So that we ourselves feel good and can't wait to donate for the next day. Do you know, when we do this we will accidentally be diligent to wake up the morning prayer at the beginning of time.
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6. DAUGHTER SAVINGS FOR KIDS
If our children are given the understanding to give charity and have a Subuh Tubung each is better. Hopefully there will be a miracle for the children that Allah will give later. 😀👍
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AL-QURAN VIEW - Surah Ali Imran Ayat 133-134
133. And hurry up to (doing good deeds) forgiveness from your Lord, and (for) Heaven whose field is as wide as the heavens and the earth, prepared for the pious ones.
134. Those who donate their wealth in joy and hard times, and those who endure their anger, and those who forgive people's mistakes. And Allah loves those who do good things;
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Let's all friends, let's lighten our hands to give charity. Dawn Alms, doesn't mean that we can't give charity. Just charity this dawn is special right. That's why sister insert the hadith and quotes of Surah as a reference.
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Truly Allah Ar Razzaq Al Mughni (The Most Provider of Provisions & The Most Wealthy).
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#SHARE
So that our other friends will also get this knowledge.
Credit Dzuriasikim DzulkefliTranslated
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