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5部Youtube影片,追蹤數超過5萬的網紅影子計劃Shadow Project,也在其Youtube影片中提到,Listen to the single "NOT A CYPHER". Out now! Stream: https://music.empi.re/notacypher.oyd NOT A CYPHER -------------------------------------------...
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the stage jim 在 Leumas To 杜翰煬 Facebook 的最讚貼文
「The Next Stage 插畫手工啤」於 openground 有售😌
藝文空間 openground 正舉行由光華新聞文化中心主辦、設計師 Javin Mo(毛灼然)及 Keith Lam(林欣傑)策劃的《為文化設計:台港文化設計展》(展期10月1日至11月1日)── 請來台港兩地的設計師與工作室,帶來一系列為藝文活動設計視覺的作品,包括視覺形象、海報及出版物等;是次展覽特別關注優秀年輕設計師的作品。
同時,由漫畫家利志達繪畫,以香港新生代設計師為題的「The Next Stage 插畫手工啤」亦於現場發售,一共四款,售價每枝$78:
桂圓啤酒(黄)Javin Mo, Kenji Wong, Katol Lo
白蘭啤酒(紫)Hung Lam, Adonian Chan, Jim Wong
香茅啤酒(青)Julius Hui, Wilson Tang, Jonathan Mak
甘蔗黑啤(赤)Ko Siu Hong, Au Chon Hin, Sarene Chan
openground(深水埗大南街198號)
the stage jim 在 SELF-WORTH Facebook 的最讚貼文
2020/09/10
《Abyssal Spider 5G Magic Movie Concert》has completed successfully🎉
It is the first time to promote a movie in the form of a concert🎬
I am really honoured to be able to participate in this representative moment!!!
Thanks for Director’s invitation @impact1970
Thank @firrealguitar for giving us such a precious opportunity to perform❤️
Thanks Calvin and Future Idol Records @future_idol_records
Thank @timothy.cc and @zoey_h1004
Thank Host @dmuze0903 whose depute single has recently repleased.
Thank Dance Director @rwindance
Thank Producer @kingfurry1017 who was also cool on stage today.
Thank @illuminejewelry
Thank @falco888tw
Thank @max_jsean Thank @samuelhshuang0932
Thank @chihao777
Thank @ju_ju723 Thank Sandy Thank @reikaqueen
Thanks to all the reporters and photographers.🙏
Thanks to all the people who have been assisting throughout the stage.💪
Thanks to the audience including families, friends and fans who gave us applause and screaming during the performance.💯
It is such an honour to be able to perform on stage with so many senior artists.💕
Great job everybody!!!! ❤️❤️❤️
Hairstylist/Makeup Artist
Jim @L.t.jim
Marco @marcotsai0927
Jack Chen @jack_tw19890715
Sara Hairstyle @10olooff
Costume @tiffany_wawa
Facebook🔎 SELF-WORTH
Instagram🔎sarashang.official
#SaraShang #SELF #WORTH #IDANCESOIAM
#Sara #感謝文 #英文翻譯版
#國外粉絲留言要求
#支持國片 #海霧 #錢人豪 #導演
#電影 #演唱會 #9月11日已經上映 #一定要看
#LCG #勵齊女孩 #未來偶像
#未來偶像國際音樂股份有限公司
@little_cheer_girl_Taiwan
@future_idol_group
the stage jim 在 影子計劃Shadow Project Youtube 的最佳貼文
Listen to the single "NOT A CYPHER". Out now!
Stream: https://music.empi.re/notacypher.oyd
NOT A CYPHER
-----------------------------------------------------------
MV PRESENTED BY:
Mercy Creatives 美杰創意影像工作室
Spotlight X
SHFT
theLOOP
Murphy
Directors | Drew Cheng / Kelvin Lee
Producer | Greg Cheng
Editor | Richard Yang
—Taipei Unit—
Director | Drew Cheng / Kelvin Lee
Producer | Greg Cheng
Director of Photography | Richard Yang
First AC | Ashley Yang
Associate Producer | Keen Chen / Megan Peng
Production Assistant | Christine Lin / Kendra Ing / Cavin Fang / Adrian Town / Francis Yu / Jessica Yu
Art Director | Megan Peng
Associate Art Producer | Richard Yang
Stylist | Meishin
Stylist Assistant | Cindy Chao
Hair | Martha Wu
Makeup Artist | Albee Hsieh / Backstage
Makeup Artist Assistant | Doris Zheng / Backstage
A&R Managers | DJ bo / WL46
—Shanghai Unit—
Director | Dill
Producer | SK
Director of Photography | Vann Lee
Production Assistant | Qiuyang Guo / Yao Yan / Chengqiang Wu / Psr
—Special Thanks—
Charlene Yang, Chunplace / Hotel Indigo Taipei North
Alchelight
Laticia Fan, f/Lash Productions
Bar Rouge Shanghai
-----------------------------------------------------------
LYRICS:
《INTRO》
BLOW:
yeh bless it
i dont wanna fuck unless she nasty
yeh bring her bestie
ima hit em both if she let me enh
太热需要pepsi enh
不能说太多thats it enh
cant test me enh
《Verse 1》
SHADOW PROJECT:
[Ye!!ow]
(What’s your color)
聽到我的聲音腦袋快開機
四面楚歌快點充滿你的 Energy
看到影子低空掠過正在飆的戰鬥機
要我飛的更高需要看到更多 Enemy
(that’s cool)
不停的轟炸雷達warning
下一個舞台我把眼光放在國際
SP we gang gang繼續追我倒影
飆高速列車 Skrr Skrr Skrr Skrr
Ya u Better go get em
[Paper Jim]
(Counting Papers)
Go get them
風格唯一我們前面沒有別人
說一就是一 二就是二
付錢看表演我是主人你們是客
Shut your mouth 不說閒話沒人嫌你吵
我有我的心魔在音樂不講禮貌
槍口一致朝外Pow we gone
Sp we gone bust it down
[Bu$Y]
你無法猜透的劇情
踏上更大的場面 No limit
不斷攀升身價不用你評比
Want me to show up 之前得要先 Pay me
Overheat and blow it up
Used to talking shit around me now we growin up
別在我兄弟面前表現得不禮貌
You can see me on the stage and we gon pull it up
BLOW:
(Can’t test me!)
《Verse 2》
XZT of 直火幫:
Verse 2, XZT玩弄你肾上腺素
直火帮名字在逐渐遍布
保守点说 中文说唱前五
他让我follow the wave
让我为资本低头 我偏不
垃圾们组成的队伍
废物到最后也只会是废物
今年是直火年 丰收的果园 我们经历过火焰般 严苛的磨炼
我进度不拖延 目光从不会放在昨天 你不懂 我看得有多远
hater们咽下了唾液
失败的对手像落叶
wordplay and flow like toys
new chiggas不停地落泪
注视King XZT不会退缩的眼睛
Get shit done 无关对错的原因
看着我兄弟们就像在点兵
SFG a dragon 我就像在点睛
Life’s a battle 我拳头在变硬
没去过ghetto 但我一字千金
做你的idol 我拍我的电影
当我开口 你问我要签名
BLOW:
当我开口你问我要签名
风格鲜明
下雨天晴 当我工作你喝到天明
slow down i got my style i got my shit
花招 thats not shit
拔我插销我对你发泄
像花椒加上hot suace
让你流汗或者pass out
我看灯光都是线条
still link the the gang像链条⛓️
不是儿童歌 heheh
不是儿童歌这是rap yo
那些坏料总是带笑
listen up 为你害臊
我需要一些good friends不在背后talk shit
需要一些mula像十月份的落叶
需要一些real one不用一直攻受
还需要个bad chick 但我已经拥有
《Outro》
BLOW:
weird 电闪
im black like batman
看上海City慢慢变暗
让我干掉他们就像吃便饭
switch switch 看我一直变换
mfk 2 face that one
riding around the city my shiton top
cuz im walk 看他们只是talk
-----------------------------------------------------------
Follow KING CHAIN
http://facebook.com/kingchainmusic
http://instagram.com/kingchainmusic
http://soundcloud.com/kingchainmusic
http://twitter.com/kingchainmusic
Follow 影子計畫 Shadow Project
http://facebook.com/shadowunlock
http://instagram.com/shadow__project__/
Follow Blow Fever
http://facebook.com/blowfever
https://www.instagram.com/blowfever/
https://www.youtube.com/channel/UCAHzdOH5p7kh9FYnR-xXbiA
Follow 直火幫 XZT
http://instagram.com/sfgxzt
https://www.youtube.com/channel/UCpavtVoUxKSOg7C7HYc6A2A
https://weibo.com/u/2140141403
Follow Mercy Creatives
http://facebook.com/mercycreatives
http://instagram.com/mercycreatives
#KINGCHAIN #BlowFever #ShadowProject #XZT
Official video by KING CHAIN ft. Blow Fever, Shadow Project & XZT - NOT A CYPHER © 2021 NIGHT SHFT / EMPIRE / KINGCHAIN
the stage jim 在 pennyccw Youtube 的精選貼文
It seemed like a highly unlikely game for Allen Iverson to sink his first career game-winning buzzer-beater.
Iverson shook off an awful performance to make a 14-footer at the overtime horn and give the Philadelphia 76ers a thrilling 106-104 victory over the depleted Indiana Pacers.
"It's just a great feeling to hit a shot with no more time left on the clock and they can't do nothing about it," Iverson said. "It's something that never happened for me. I've had the winning free throws, but it's not the same thing as hitting the game-winning shot. I might have hit shots that put us ahead, but just that one right there is a feeling that I can't even express."
Second in the NBA in scoring at 28.2 points per game, Iverson had one of the worst outings of his career, making 5-of-23 shots and committing seven turnovers. Iverson could not find the range, was sloppy while running the offense and was on the bench when Philadelphia climbed back into the game in the second half.
But the Sixers forced overtime on the seventh 3-pointer by Kyle Korver, a 28-footer with 3.7 seconds in regulation. Korver scored a career-high 23 points.
"That wasn't the play we drew up in the huddle," Korver said. "Our initial play was to pass into Marc Jackson, run a couple of player screens. That obviously didn't happen, so we pitched it back and forth. I knew we needed a three so I went back as far as I needed to go to get it off. I shot it and it went in."
"That play was a mistake by our coaching staff," Pacers coach Rick Carlisle said. "We gave our guys a coverage that wasn't the right coverage and it cost us. If we hadn't, Korver wouldn't have gotten that wide open look."
In the extra session, Iverson finally found a rhythm with a runner that tied it at 104-104 with 1:19 to play. On Philadelphia's next possession, Iverson missed a jumper to fall to 4-of-22. But Indiana's James Jones also missed a jumper, setting the stage for Iverson's heroics.
From right of the top of the circle, Iverson dribbled down Eddie Gill into the lane, stopped short and leaned into a jumper that rattled in as the buzzer sounded, giving the 76ers their second straight win in overtime.
"I didn't have any doubt that I was going to take the last shot if I was played man-to-man," Iverson said. "I honestly feel like my teammate expected me to, but they had their hands ready if guys came off of them."
Iverson entered the NBA in 1996 and has collected five All-Star berths, three scoring titles and an MVP award. But he had never made a pure game-winning shot, although he had one to beat Germany in an exhibition game last summer.
"Allen had a tough shooting night," Sixers coach Jim O'Brien said. "He had some good looks at the basket. His shots didn't fall until that last one, but who cares about the other 18."
"I've found out in my career that if I do keep playing regardless of struggling, something positive will happen," Iverson said.
Marc Jackson had 21 points and 10 rebounds for the Sixers, who erased an eight-point deficit in the final two minutes of the fourth quarter. On Wednesday, they rallied from six points down with 70 seconds left to defeat New Jersey in overtime.
In this one, the Sixers outlasted the Pacers, who used their size advantage and 3-point shooting to build a 17-point lead in the third quarter but simply ran out of bodies. Dressing just eight players, Indiana lost Jermaine O'Neal (career-high 39 points), Jamaal Tinsley (10 assists) and reserve center David Harrison to fouls in overtime.
"The difference in the game was the ref calling a foul on me when I got elbowed in the face," O'Neal said. "Also the foul on Jamaal when Iverson jumps into him. It upsets me that the game can be taken away from us."
Ron Artest scored 29 points in his return from a two-game benching and Stephen Jackson added 17 points for the Pacers, who have lost two in a row after opening the season with four wins. Indiana made 11 3-pointers but none in the final 12 minutes.
The Sixers could not have won without the hot-shooting Korver, who scored 11 points in the fourth quarter. His jumper made it 98-92 with 1:49 left, and Iverson added two free throws with 58 seconds to go.
Josh Davis made a free throw and Marc Jackson sank two, making it 98-97 with 16 seconds to go. The Sixers fouled Austin Croshere, who made both foul shots, setting the stage for Korver.
For the sixth time in as many games, the Sixers fell behind by double digits. The deficit grew to 76-59 late in the third period when Iverson missed a shot, threw away a pass and committed an offensive foul on consecutive possessions before taking a seat.
"We're not playing every quarter. We could easily be 0-and-6," he said. "Hopefully the light switch turns on and we start to get it."
the stage jim 在 Akira Chan Youtube 的精選貼文
"MAFOLUS Fashion Show 2015" X "Roses are LOVE."
由Akira Chan帶領MAFOLUS 第三場 Fashion Show 2015即將上演,
今次 MAFOLUS 由石礦場,鬧市銅鑼灣東角道移師到"香港演藝學院賽馬會劇院"場地舉行。
由AKIRA CHAN親自設計的一系列時裝以個性,華麗,晚裝感的元素創造出鮮明的對比。
為表現大自然的元素。以花、羽毛、等概念富創意地創造出不同款式的時裝。
設計師的前衛意念將為這個舞台上注入一番生氣。
古典華貴Imellda Ho的帽式及誇張獨特的首飾將融入這個創新的系列的時裝中,
加強 AKIRA CHAN 的設計意念,並帶出令人耳目一新的效果。與此同時,
柔揚樂韻會奏起,襯托這個盛事投入這場Fashion Show 中。
MAFOLUS Fashion Show 2015 Organizer
Akira Chan
Fashion Designer
Akira Chan
Millinery Designer
Imellda Ho
Fashion Designer Assistants
Sariya Wong , Mila Wong
Professional Make Up & Hair Stylists
Akira Chan , Sandy Image , Joyce Wong SP , Cici Ng
Make Up & Hair Stylists
Way Chan , Pion Yuen , Pal Ho , Yen Lin , Tiffany Ting ,
Jessica Lam , Sariya Wong , Tramy , Anna , HauYu , Cat Yeong
Videographers
Samuel Pang , Ivan Cho , Jim Chow , Paul Lai , Edward Cheng
Photographers
Mark Chung , Cryil , Pang Lo , Penny Law, Joseph Wong
Models
Kiko Oo , Debbie Lo , Michelle Fan , Peggy Yau , Winnie Liu , Stacy Li
Luci Top , Rachel Chan , Grace Sze , Em Cheung , Ruby Fung , Sheshirley Kai ,
Khani Rahil , Stefan Lau , Hayz Yau , Cyrus Yu
MAFOLUS MC
Rachel Chan
MAFOLUS Keyboardist
Scarlett Ko
特別嗚謝嘉賓藝人
中國小姐 "柯嘉琪 Kiko "
國際旅遊小姐 "羅頌欣 Debbie"
Samsung平面廣告模特兒"范愷雯Michelle"
著名魔術藝人"余凱緯Cyrus Yu"
Sponsors&Support
Akira Chan-Stylist Designer & Make-up Hair Artists
Imellda Ho Millinery
Just A time(韓國美容品牌)
Sumi Entertainment Co.
The Hong Kong Jockey Club Amphitheatre
Marssole Sponsorship
Starlabel
Nailone
Ben Wong@Party Magic Ltd.
Edward Chiu Jewellery
Philip Gold Art & Style
Gorgeous Design Solutions
Gowing(首飾設計)
Cyrus Yu (魔術師)
Friends Junction Dance Co.
Ally Chow (韓式植睫毛)
天龍基慈基金有限公司
Project Manager: August Liu
Technical Manager & Sound Designer: Sanco Lee
Lighting Designer: Dikky Ng
Assistant Project Manager: Huizi Li
Stage Manager: Therese Cheng
Deputy Stage Manager: Chloe Chen
Assistant Stage Manager: Allen Yao, Ella Li, Huizi Li, Sandy Liang
Supervisor: Antonia Collins
the stage jim 在 Jim Carrey Appears From Under The Stage and ... - YouTube 的推薦與評價
There is no one quite as magical and mysterious as Jim Carrey and this clip proves it.SUBSCRIBE: https://ellen.tv/3D6Sewq #ellen ... ... <看更多>
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Save space on your device. Save. Explore. on stage: Jim Morrison Jim Morison, Melbourne, Fillmore Auditorium, The Doors Of. More like this. ... <看更多>
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