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6部Youtube影片,追蹤數超過39萬的網紅Step Up English,也在其Youtube影片中提到,** Tải miễn phí ebook Hack Não Phương Pháp - bản đồ học tiếng Anh thông minh cho người mất gốc: http://bit.ly/ebookfree-hnpp Cover & English Version ...
「i should have walked away」的推薦目錄:
- 關於i should have walked away 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於i should have walked away 在 Milton Goh Blog and Sermon Notes Facebook 的最讚貼文
- 關於i should have walked away 在 Facebook 的最佳貼文
- 關於i should have walked away 在 Step Up English Youtube 的最讚貼文
- 關於i should have walked away 在 Ray Shen Youtube 的最佳貼文
- 關於i should have walked away 在 MusicNeverSleeps Youtube 的最佳貼文
- 關於i should have walked away 在 Revealed Recordings, profile picture - Facebook 的評價
- 關於i should have walked away 在 Pin on Music Mv/Audio - Pinterest 的評價
i should have walked away 在 Milton Goh Blog and Sermon Notes Facebook 的最讚貼文
God Always Listens to You
“So they took away the stone from the place where the dead man was lying. Jesus lifted up his eyes, and said, “Father, I thank you that you listened to me. I know that you always listen to me, but because of the multitude that stands around I said this, that they may believe that you sent me.”” (John 11:41-42 WEB)
When Jesus walked on earth, Jesus always had unbroken fellowship with God the Father. The Father spoke to Him, and He prayed to the Father.
However, at the cross, when Jesus was carrying all our sins upon His flesh, the Father turned away from Jesus because His eyes are too pure to look upon evil (Habakkuk 1:13). For the first time in forever, Jesus cried out and no one responded.
“At the ninth hour Jesus cried with a loud voice, saying, “Eloi, Eloi, lama sabachthani?” which is, being interpreted, “My God, my God, why have you forsaken me?”” (Mark 15:34 WEB)
At the cross, Jesus could only cry out “My God” instead of “MyFather” because He had been separated from the Father due to the sins that He bore.
Jesus endured this alienation so that we could enjoy restored relationship with the Father. Our sins have been punished in Jesus’ flesh, and through faith in Him, we have been cleansed whiter than snow.
Now, we can cry out “Abba, Father” because we have received Jesus’ righteousness as our own.
Every day as you go about daily life, be conscious that you have unbroken fellowship with the living God. Whenever you encounter a need, you can receive the supply from Him. When you need wisdom, ask for it—He will supply it generously without rebuking you. When you need favor with others, confess it because He already given you every blessing. Your heavenly Father hears every prayer that comes from you and He loves it when you seek Him!
Instead of speaking to yourself or with your friends only, the first person to run to should be God who loves you. Whether you speak to Abba God or Jesus, it doesn’t matter. They are one and you will still receive the supply from the same source!
The four gospels Matthew, Mark, Luke, bd John contain many powerful truths that will help you in life. Understand them through the lens of Grace: https://bit.ly/understandeveryparable
i should have walked away 在 Facebook 的最佳貼文
八歲的小貝拉喜歡寫故事,這是一本她正在努力寫的長篇小說,我選了一章節,翻成中文與大家分享。我盡所能原汁原味按照她的原文描述修改及翻譯,希望大家喜歡她的小說故事創作。我不得不說八歲能寫這樣,太強👍。
🥰這故事妳可於夜晚時,唸給孩子聽,我有附英文版。
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《小說故事創作 (Part1)by 八歲小貝拉》
1847年。
吃完晚飯,我繼續在餐桌寫著我的故事。
『已經很晚了。』媽媽提醒我。
我好討厭深夜,因為深夜裡有很多可怕的東西跑出來,例如:木乃伊,怪物,鬼魂,雪人…等。
我回到房間,看見姐姐艾瑪正在梳頭,她的頭髮是如此柔順美麗,不像我的頭髮又髒又亂,我坐下來想要改變自己的樣子,於是我看著鏡子一直說:『我很漂亮、我很美麗、我很漂亮、我很美麗…』這些話使我頭暈目眩。
隔日,星期天早晨,媽媽總是很忙,我在廚房興奮地跳來跳去,我想趕快見凱蒂,也想吃點餅乾,那種脆脆的餅乾。姐姐依然很漂亮,她穿著天藍色的洋裝上面綴著白色蝴蝶結在我面前飛舞。
『完了,凱蒂一定在等我!』我大喊。
媽媽立刻給我一塊麵包,她吩咐:『一路小心,妳必須在…』
『在十二點前回家,我知道了!』我離開了家,跑過樹林。
『衝啊!』我彷彿聽到了那些大樹不停地在我耳邊咆嘯,大聲且清晰。
今天天氣好冷,好像在最冷的冬日吃了49球冰淇淋一樣!
『嘿!』我向凱蒂揮手。
『你還好嗎?』凱蒂憂心問我:『我是說妳看起來好像吃了48球冰淇淋。』
『是49球冰淇淋。』我指正她。
凱蒂很困惑,用一種「我老是在不恰當的時候說了一句不該說的話」的那張臉看著我。
接著,我們走到了小溪邊。我們準備了兩個瓶子,要玩了一個名為“水花瓶子”的遊戲。我們在瓶子上打了個洞,把瓶子裝滿水,然後相互潑濺在對方的頭上,好似淋雨一般,也好像正在跟一位頑皮的男孩玩灑水遊戲!
『碰!』我和凱蒂忽然間聽見怪聲。我們嚇到,宛如兩個吃了100球冰淇淋的雪人,僵住了!
凱蒂原本是很勇敢的;但是現在看起來跟我一樣害怕。
『妳不是很勇敢嗎?為什麼妳現在看起來不像。』我壓低了聲音。
凱蒂看著我,嚴肅地說:『我們不應該在這時候開玩笑。』
凱蒂用腳尖輕輕走路,然後踏進溪流,水發出飛濺的聲音『啪噓、啪噓…』
『噓,妳正在把外星人嚇跑!』我小聲提醒凱蒂。
她點了點頭,用非常緩慢的速度前進,並專注凝視著那東西,然後一把握住它!
『噢,這是一隻可憐的小兔子。』凱蒂看著兔子,甚至…已經喜歡上牠。
『牠好像睡著了。』凱蒂像個嬰兒一樣,緊緊抱住兔子。凱蒂的擁抱有時不是一件好事,因為她總是顯得太興奮。
『我們可以來抓一些葉子使它變軟來餵牠。』我摸著兔子說。
『我們應該把牠交給黛拉。』凱蒂建議:『黛拉是一位非常優秀的動物護士,她只有九歲,但快十歲了。』
我們走著走著,終於到了黛拉的密室,那外頭有很多小動物正在等著她的幫助,所以她可能很忙。我們進了小屋棚,那是一間用樹葉和樹枝蓋成的小房子。我們東瞧西看,屋內有很多食物、藥品、水和其他東西。
黛拉正抱著一隻可愛嬌小的老鼠,名叫艾莉絲。
『這隻可憐的小兔子受傷了而且被遺棄,快救救她或他!』凱蒂抱著兔子快步走向黛拉,急促地請求幫助。
黛拉接過兔子仔細端詳說:『我會幫這隻兔子看看牠有什麼毛病,也會確認牠是她或他。』
凱蒂聽後,開心使盡地緊緊抱住黛拉。
『別開心太早!我們還不知道牠是否有什麼問題?』黛拉冷靜地說。
.
(待續)
.
.
***************************************
《Story writing (Part 2) by Bella Chang, 8yrs old》
1847
I ate my dinner then did my work.
"It's going to be late. " Mom said.
I hate night, because there are many scary things coming out in the late night, like mummies, monsters, ghosts, snowmen...etc.
I went back to the room and saw my big sister Emma brushing her hair. Her hair is so soft and smooth, not like my hair is dirty and messy. I sit down and want to change my look. So I look at the mirror and keep saying: "I am beautiful, I am beautiful, I am beautiful, I am beautiful! " All that words made me dizzy.
The next Sunday morning, my mother is always busy. I hopped around happily in the kitchen. I want to meet Katie as soon as possible, and I want to eat some cookies, the crunchy cookies. My sister is still beautiful, she is swing her dress in front of me, it's like a sky blue color with a white bow.
"Katie must be waiting for me! "I yelled.
My mom gave me a piece of bread. She reminded me:" Stay safe and come back before…."
"I know before 12:00. "I left home and ran across the trees.
"RUSH!" I heard those big trees roaring in my ears, loud and clear.
The weather is so cold, feeling like eating 49 balls of ice cream on the coldest winter day!
"Hey! "I waved to Katie.
"Are you ok? "Katie asked me worried: "I mean you look like to have eaten 48 balls of ice cream."
"It's 49 balls of ice cream. "I corrected her.
Katie was confused and looked at me with a face that "with one of my not the right time to say that."
Later, we walked down to the creek. We had two bottles, and played a game called "Splashed bottle!". We made a hole in the bottle, filled the bottle with water, and then splashed water over our heads, like it's raining, and also like we were playing with a mean boy!
"Bump! " Suddenly, Katie and I heard strange noises.
We froze like two snowmen who ate 100 balls of ice cream.
Katie was brave, but now...
"I thought you were brave why don't I see it now" I said super duper cooper quietly.
She looked at me and scared so was I.
"We shouldn't be joking at this right moment. "Katie Said.
Katie tip toe then went across the creek. "Splash splash……"
"Shhh… you are making the alien go away! "
She nodded, moved forward slowly, stared at the thing, and then grasped it!
"Oh, it is a poor little bunny. " Katie looked at the rabbit, even... already loved it.
"The bunny went to sleep?" Katie hugged the bunny so tightly like a baby. Sometimes Katie's hug is not a good thing, because she always kinda too excited.
"Let's grab a hull bunch of leaves to make it soft and feed. "
"We should give it to Della." Katie suggested: "Della is nice nurse for animals. She is only 9 years old, but almost 10. 』
As we walked and walked, we finally arrived at Della's hideout. There were many small animals staying outside waiting for her help, so she might be very busy.
We went inside the the little hut, which like a small house made of leaves and sticks. We looked around, there were a lot of food, medicine, water and other things.
Della is holding a cute and petite mouse named Alice.
"This poor little bunny was hurt and unloved. You need to help him or her!" Katie walked quickly to Della and said very very fast.
Della looked at the bunny very close. "I will see what is wrong with the bunny and tell you it's a girl or boy. "
Katie hugged Della tight as she could.
"Don't be that happy, we still don’t know if it's OK? Della said.
.
.
(To be continued....)
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😘歡迎大家分享和按讚。
😎請尊重作家小貝拉的故事版權,如果要轉載者,請註明出處,切勿抄襲盜用。
另外,照片裡的小貝拉是在寫數學功課,不是在寫故事。她為了不被打擾,她都是躲在廁所寫故事的 😏。
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#VonVon我的小貝拉
#八歲小貝拉的小說創作
i should have walked away 在 Step Up English Youtube 的最讚貼文
** Tải miễn phí ebook Hack Não Phương Pháp - bản đồ học tiếng Anh thông minh cho người mất gốc: http://bit.ly/ebookfree-hnpp
Cover & English Version by Step Up
Original Version: Jack & K-ICM
English lyrics: Hoang Dai
Vocalist: Thuy Duong
Cameraman: Phan Duy
Lyrics:
[Verse 1]
Who shared this love, who brought this love and the tears in my eyes
Who took you home, who made you so rich now far from me
You used to be a poor girl in my town
With flowers in your hair
But now you have changed so much ‘cause life goes on
You’ve gone away from me
[Chorus]
I keep coming back to when we met
Back to all those last words you had left me
Drowning in my own pain
Looking for the old days
Trying to retain the image of our love babe
No more hand in hand, we are too far
When you walked away my baby I cried
Flowers keep falling down
Leaves are withered right now
I wish you the best, see you in another life
[Post-chorus]
Sometimes, I recall, it makes my day feel so long
I will not blame you, the smell of your hair is so you
[Rap]
Sending you the color you had
On your lips, it's made of grass
Tears are soaking wet it's so sad
Because you’re desperate you’re turning your back
No more advice should be helping you now
Forget about love just to find a way how.
To make you rich however it turns out
You are the one that I feel bad about
[Verse 2]
Now you’re living your life
That man is by your side
He gave you what you like, oh you’re not mine it makes me cry
The dawn took you away
Things repeat day by day
Sun went behind the hill oh this is fate we’re born to break
One gloomy day you go back to your town
Your parents can’t hold tears
And so can’t you, you’re crying for yourself
Your beauty just can’t help
[Chorus]
I keep coming back to when we met
Back to all those last words you had left me
Drowning in my own pain
Looking for the old days
Trying to retain the image of our love babe
No more hand in hand, we are too far
When you walked away my baby I cried
Flowers keep falling down
Leaves are withered right now
I wish you the best, see you in another life
[Outro]
You’re living your life
That man's by your side
Gave you what you like, oh you’re not mine it makes me cry
The dawn took you away
Things repeat day by day
Sun went behind the hill oh this is fate we’re born to break
No more hand in hand, we are too far
When you walked away my baby I cried
Flowers keep falling down
Leaves are withered right now
I wish you the best, see you in another life
** Theo dõi website và fanpage của Step Up:
http://stepup.edu.vn
https://www.facebook.com/hacknao1500/
https://www.facebook.com/YeuLaiTuDauTiengAnh
https://www.facebook.com/stepupenglishcenter
** Hãy Chia sẻ và Đăng ký kênh của bọn mình để chờ đón những sản phẩm tiếp theo của bọn mình nha!
----------------------------------------------/-------------
© Bản quyền thuộc về Step Up English
© Copyright by Step Up English ☞ Do not Reup
i should have walked away 在 Ray Shen Youtube 的最佳貼文
All We Need Is Music, And Someone To Share It With.
✅ Subscribe to my channel now! → https://www.youtube.com/c/RayShen0429
⭐️ Join me on Facebook → https://www.facebook.com/djRayShen/
🎧 Listen on mixcloud ▶ https://www.mixcloud.com/ray-shen/rays-music-world-episode-149-rmw149-ray-shen/
Tracklist
001 - KSHMR feat. Sidnie Tipton - Wildcard (00:55)
002 - Nicky Romero & Florian Picasso - Midnight Sun (04:44)
003 - Justin Prime & REGGIO - Dominate (08:07)
004 - Steff Da Campo & David Puentez - Everybody (10:29)
005 - Tom & Jame feat. Aemes - No Hard Feelings (13:08)
006 - Garmiani feat. Mc Pikachu - Barraca (16:33)
007 - Sophie Francis - Lose My Mind (19:12)
008 - JETFIRE & Elso - Danger Zone (22:33)
009 - Dave Mak - Time To Play (25:33)
010 - The Chainsmokers feat. ROZES - Roses (Dash Berlin Rework) (28:23)
011 - Van Halen - Jump (Armin van Buuren Remix) (32:08)
012 - Ariana Grande - One Last Time (HD Wang & Faybo & Diiton Remix) (36:01)
013 - HIDDN & DJ Junior - At Least We Lived (Showmain Remix) (39:22)
014 - 3LAU & Paris & Simo feat. Bright Lights - Escape (Manse Remix) (42:44)
015 - Hardwell feat. Jonathan Mendelsohn - Echo (Ben Ambergen & Pete Kingsman Remix) (46:15)
016 - KAAZE feat. Nino Lucarelli - I Should Have Walked Away (49:27)
017 - Axwell Λ Ingrosso feat. Salem Al Fakir & Vincent Pontare - Sun Is Shining (W&W Remix) (53:19)
For more info check:
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#RMW149
i should have walked away 在 MusicNeverSleeps Youtube 的最佳貼文
Jason Chen on iTunes/Spotify/KKBox!
iTunes Download | http://bit.ly/jasonchen
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Written by Jason Chen x Adien Lewis
Produced by Adien Lewis
Mixed by John Ho
Filmed by Josh Almario
Lyrics:
(Hook)
I used to love you
Oh I used to care for you
I used to care
(Verse 1)
I used to blinded
But I thought I could see
I was a prisoner
And only you had the key
Now it's finally over
I'm finally free
From your hold on me
(Prehook)
I would have done anything
All for us
I can't believe
Even when you broke my trust
(Verse 2)
Thought you were the best thing
That could happen to me
But it turned out the best thing
Was when I walked away
Were we ever happy?
I can't remember the day
Now it's all a waste
(Bridge)
Going numb
I Don't feel nothing for you
I don't hate no
Don't feel nothing for you
But I used to love you
I used to love you
No I never should have loved
Never should have loved you
Never should have loved
Never should have loved you
Never should have loved
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Business Inquiries! jasonchenbooking@gmail.com
Official Website: http://www.jasondchen.com
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Jason Chen
P.O. Box 2113
Arcadia, CA 91077
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