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.
rtx股價 在 [情報] Nvidia RTX 2080 Ti 使用時莫名著火？衝 的推薦與評價
Nvidia RTX 2080 Ti 使用時莫名著火？衝擊 Nvidia 股價一度大跌 19%
https://finance.technews.tw/2018/11/16/nvidia-rtx-2080-ti-fire/
日前，輝達（Nvidia）才推出令人期待已久、內含圖靈（Turing）架構的顯示卡。即便單
個價格不斐，依舊獲得許多消費者的青睞。不過就在近期，消費者開始使用圖靈架構顯示
卡後，Nvidia 已經接獲多件使用該產品卻造成當機的投訴，甚至就在當下，有消費者也
出面指出，他的 Nvidia RTX 2080 Ti 顯示卡在使用中出現起火的狀況。對此，Nvidia
也承認似乎有部分瑕疵品流入市面中，後續將會盡力的妥善處理。
根據財經媒體《Forbes》的網站報導，目前 Nvidia 承認的確已接到數起使用 Nvidia
RTX 2080 Ti 顯示卡出現當機的問題情況。Nvidia 表示，這可能是在產品的控管階段出
現了疏失，造成主機板上可能有故障的電阻、電容，或者是主機板本身就已經出現了問題
而沒有被檢查出來，所以這些瑕疵品最後流到市面上，而被消費者購買使用。對此，
Nvidia 的技術與售後服務團隊將會在了解狀況後，盡力且妥善的解決問題。
而雖然 Nvidia 已經承認部分 Nvidia RTX 2080 Ti 顯示卡有出現瑕疵的情況，不過
Nvidia 還是沒有說明有多少比例的瑕疵品流入市場中，及瑕疵品的批號為何？到底是哪
個零組件出現狀況？消費者是否應該在使用 Nvidia RTX 2080 Ti 顯示卡避免超頻？以及
現在購買 Nvidia RTX 2080 Ti 顯示卡是否安全等問題，都還有沒有進一步的解答。
報導指出，除了部分 Nvidia RTX 2080 Ti 顯示卡有出現瑕疵的情況之外，還有消費者表
示，使用了 Nvidia RTX 2080 Ti 顯示卡之後出現起火的狀況。雖然火勢不是很大，卻讓
使用者大為驚訝。根據該投訴的使用者表示，當時他正在正常的使用著電腦，而且只是進
行網頁瀏覽，並沒有進行特殊的工作，之後整台個人電腦突然斷電，再來就從電腦的側邊
冒出了火花。
對此，有傳聞指出，所有問題都出現在 Nvidia RTX 2080 Ti 顯示卡上配備的美光
GDDR6 顯示記憶體上。因為有部分消費者在把出問題的 Nvidia RTX 2080 Ti 顯示卡改
成三星的 GDDR6 顯示記憶體之後，就能夠正常使用；只是也有受害的消費者表示，即使
更換三星的 GDDR6 顯示記憶體還是會依然出現問題狀況。目前，Nvidia 對此還沒有提出
正式說明。
不過，這樣的問題出現在 Nvidia 公布 2019 財年第 3 季財報的當下，因為財報表現與
預期第 4 季營收狀況都不如華爾街分析師的預期，加上顯示卡瑕疵的負面消息衝擊下，
使得 Nvidia 的股價在台北時間 16 日凌晨盤後交易一度大跌超過 19%，最後收盤時也大
跌超過 16%，股價創下 1 年來的新低紀錄。未來，如何解決問題，也正考驗著 Nvidia
管理高層的智慧。
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