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2部Youtube影片,追蹤數超過15萬的網紅pennyccw,也在其Youtube影片中提到,The Philadelphia 76ers never lost track of Vince Carter, but the Toronto Raptors did. The 76ers held Carter scoreless for the first 10 minutes of the...
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inside man most wanted 在 楊忠憲 K線捕手 Facebook 的最佳解答
《黑色優勢》講述的是,華爾街最賺錢的避險基金創始人史蒂夫‧科恩跨越違法界線,利用黑色優勢,賺進數百億美元,引來FBI關注、追查與纏鬥的故事……。
很像是懸疑和偵探小說,其中最引人入勝的是,科恩的公司最後共繳納了18億美元天價和解金,其定罪的關鍵人物,竟然是台灣某半導體大廠的前職員!
(哪一家呢?答案就在書裡,等著你去找)
https://www.books.com.tw/products/0010871462?loc=P_0004_079
inside man most wanted 在 半瓶醋 Facebook 的最讚貼文
ROBOCOP (1987) was released today.
Let’s celebrate one of the best movies ever made.
“I’d buy that for a dollar!”
The screenplay had been offered to (and been rejected by) virtually every big director in Hollywood before Paul Verhoeven got hold of it. He threw it away after reading the first pages, convinced it was just a dumb action movie. However, his wife read it all the way through and convinced him that the story was layered with many satirical and allegorical elements, after which Verhoeven finally decided to direct the film.
The RoboCop suit was designed by Rob Bottin and his team. The production team wasn't satisfied with the initial design, and kept changing it and putting additions to it for months. Ultimately, nothing seemed to work and they went back to what was pretty much Bottin's original design. This caused considerable delays, and by the time the suit was completed, it was three weeks late and arrived at the studio on the day that the first RoboCop scene was scheduled to be shot. It took 11 hours for Bottin's people to fit Peter Weller into the suit, and when it was done Weller found that all his mime exercises were now useless because he needed time to get used to the suit and to perform as a robot in it. Production was halted so that Weller and his mime coach, Moni Yakim, could learn how to move in the suit. The suits were the most expensive items on set. While the price range varies, the producers indicated that they spent anywhere between US$500,000 to US$1 million for the suit.
A very unique part of this movie like other Paul Verhoeven movies is how he brings you more into the universe, news coverage and fake commercials are featured in the film all combined are over 5 minutes long. The world of future Detroit was actually shot in Dallas, Pittsburgh, Detroit and Los Angeles. The locations were all seamlessly woven together making it feel like one city by Production Designer William Sandell.
Because the hands of the ROBOCOP suit were made of foam rubber, the car keys would bounce off of Peter Weller's hand every time he attempted to catch them. The production took up to 50 takes and an entire day's worth of filming before finally getting the shot right.
Paul Verhoeven and Robocop suit creator Rob Bottin clashed repeatedly before and during production over the design and make-up of the RoboCop character. What they argued most about was the scene where Murphy takes off his helmet. Bottin wanted the scene to be filmed in a darkened area, fearing that harsh light would reveal too much of the make-up effects; Verhoeven wanted the scene to be filmed as brightly as possible, citing that director of photography Jost Vacano would be able to light it properly without revealing anything. Verhoeven got his way and Bottin refused to talk to him any further for the remainder of production. However, at the premiere, both men were so impressed with how the scene had turned out, that they instantly forgave each other. Bottin, who had even vowed to never again work with Verhoeven, happily accepted the offer to work on Verhoeven's next project, Total Recall (1990).
To Bring ED-209 designed by the great Craig Davis to life for some of the sequences Phil Tippet and Randal M. Dutra in my opinion did some of the best stop motion work ever done, I think what makes it so epic and memorable is yes it’s super smooth and almost seamless the way it cuts from stop motion to go motion but what’s truly special to me is the amount of character and humor they were able to provide for ED-209, this being the perfect example, the way ED-209 tries to navigate the stairs its almost toddler like, the sound editors even added a baby tantrum mixed with a pig sound effect as ED-209 tries to get up at the bottom of the stairs. stop motion animators Harry Walton and Tom St. Amand also helped make some beautiful work on this sequence.
Enforcement Droid 209's voice is that of producer Jon Davison, its growls are of a jaguar, and its squeals are of a pig. ED-209's body was based on the design of a Bell helicopter and the overall appearance is reminiscent of a line of toys named Robotech (1985) which were based on a 1980s Japanese anime series.
Peter Weller said one of his favorite memories of his film career was filming the drug bust sequence. While filming the sequence, Weller was listening to Peter Gabriel's song "Red Rain" on his Walkman inside the RoboCop helmet as he exchanged gunfire with various bad guys.
“Guns,Guns,Guns”
The shootout at the cocaine factory was not originally intended to be so fast-paced. The automatic guns used in the scene kept malfunctioning during filming. Most camera shots did not provide more than three seconds of usable footage, because most guns were usually jammed by that time. This necessitated quick cuts during editing, which proved to be advantageous for the scene.
RoboCop's first Directive, "Serve the public trust", was inspired by a fortune cookie.
The convenience store robber was played by the movie's stunt men who gladly accepted to be one of RoboCop's victims and contributed the idea of being hit into the door of the glass cooler.
The film was submitted to the MPAA 12 times before securing an R rating.
The script for Robocop was rejected by just about every major movie studio since it was conceived in the early 1980s. Orion films took the chance and Robocop's success continued on with 2 follow up sequels to the movie, two cartoon series, a television show, several comic book series, and a made for TV series of 4 movie length episodes as well as a fan made parody film. It has also spawned over a billion dollars in children and adult toy lines and collector statues which are still being released to date.
“Your move creep”
In Sacramento, California, a robbery suspect fled into a darkened movie theatre to escape pursuing police. He became so engrossed in the movie playing on screen (RoboCop), that he failed to notice that police had evacuated all other patrons from the theatre. When the lights flipped on, the stunned man was taken into custody.
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inside man most wanted 在 pennyccw Youtube 的最佳貼文
The Philadelphia 76ers never lost track of Vince Carter, but the Toronto Raptors did.
The 76ers held Carter scoreless for the first 10 minutes of the fourth quarter as they rallied for a 104-98 victory over the Raptors in their home opener.
Allen Iverson scored 24 points for Philadelphia, which defeated Toronto for the sixth straight time. But it was fellow guards Eric Snow and Aaron McKie and forward George Lynch who shut down the explosive Carter.
"We got it done and got stops when we needed to," Lynch said. "Everybody wants to see Vince do something spectacular. We're a defensive team and we don't want to see our teammates get embarrassed. We play well together, we help each other out and that's what it's going to take to win. We're not going to let somebody come in and have a big night against us. We just look out for one another."
Carter scored 25 points but just four in the final period, when the Raptors went scoreless for over five minutes. He did not score in the fourth quarter until making a tough drive with 1:45 left that cut the deficit to 93-89.
"Other people were scoring," Carter said. "You have to go the hot man. It's not all about me. It's a team thing."
Toronto never got any closer as Theo Ratliff and Iverson hit baskets and Philadelphia sank 7-of-8 free throws in the final minute to improve to 2-0. The Sixers were 7-of-12 from the line through three quarters and 12-of-16 in the final period.
Carter made his first six shots but was just 3-of-13 thereafter. In the fourth quarter, he was 1-of-6 as the Raptors could not get him untracked, instead going inside to Antonio Davis, who scored nine of his 18 points in the fourth quarter.
"They were in the penalty so that's just smart basketball," Raptors coach Lenny Wilkens said. "They were in the foul trouble and the penalty and Antonio delivered for us. I wanted to go at them and have the other guys be patient."
"The biggest thing right now is trying to understand each other down the stretch," Carter said. "Sometimes, we're trying to think for the other person, and we have a lot of mixups. In due time it will get better."
In addition to slowing down Carter, Snow scored 16 points, McKie added 11 and Lynch grabbed nine rebounds.
Tyrone Hill had 12 points and 10 rebounds and Toni Kukoc scored 11 off the bench for Philadelphia. Mark Jackson had 16 points and 12 assists and Kevin Willis scored 12 points for Toronto.
"I've always said that it's going to be better for the team if we get five of six guys involved," Kukoc said. "We are playing good basketball right now. It's early, but if we continue to play like this, it's going to be good for us."
"It's been a total team effort," Iverson said. "A lot of people have said that we can't win a championship unless I do it by myself. They hear stuff like that and feed off it. No one feels better than me seeing those guys do what they do on the court."
The Raptors cut a six-point deficit to 75-73 entering the fourth quarter and a jump hook by Willis gave them their first lead since the second quarter at 81-79 with 9:20 to play.
But Toronto went scoreless for the next 5:06, missing eight straight shots. Iverson and Hill each had two baskets in a 9-0 spurt that gave Philadelphia an 88-81 lead with 4:35 remaining.
"We had some really good shots and we missed them," Wilkens said. "We just could not make a shot in that one stretch. They were good shots and the ball just didn't go down for us."
Davis made three jumpers around two free throws by Iverson to pull Toronto within 90-87 with 2:57 left. But McKie answered with a three-point play 50 seconds later before Carter finally scored.
The Sixers shot 48 percent (41-of-85) and limited Toronto to 45 percent (39-of-86). They blocked 10 shots, five by center Theo Ratliff.
Carter came out on fire, scoring 15 points on 6-of-6 shooting in the first quarter. His 3-pointer gave Toronto a 31-21 lead late in the period.
Trailing 43-36, the Sixers went on a 16-2 burst that featured points from six players, including three from Nazr Mohammed. The reserve center played only in garbage time in Tuesday's 101-72 win at New York.
Snow's basket made it 52-45 with 2:16 left and Philadelphia held a 59-53 advantage at halftime.
"It was hard to keep the focus," Iverson said. "We went down a little bit, then we brought ourselves back up and were able to win the game. That's the most important thing, regardless of how sloppy the game was."
inside man most wanted 在 MusicNeverSleeps Youtube 的最佳解答
watch in HD!
Add me on facebook!
http://www.facebook.com/pages/Jason-Chen-Music/379216286753
mp3 download
http://www.megaupload.com/?d=22QKS9UL
Write to me!
@ MiniAchilles@gmail.com
I read every email =)
Check out this taeyang fan site! they were kind enough to post my video!
http://www.taeyangsol.com
Ive always wanted to sing along to this song..
so instead of studying for finals I decided to write some english lyrics record a cover!
(the lyrics are not a direct translation)
follow me on twitter!
@ miniachilles
I took a couple lines from puddinglover's cover, check her out here
http://www.youtube.com/watch?v=xuTiiFJNRfM
*to the inevitable autotune commenters - i used autotune on the "wedding dress" portion of the chorus because I like the effect!
Lyrics:
(Intro)
Some say its not over til its over
But I guess its really over now.
Theres something I gotta say before I let you go
Here it goes
(verse 1)
Every time he breaks your heart
You would hit me up and say
That Im the only man who knows how to treat you right
And so I comfort you but right right right away
You go back to him and make the same damn mistakes
Girl I was always there to care for you when you were down
Dont say that friends are all that we are ever gonna be
Cut out the drama
Come to me, I know you wanna
Girl I know thats what we both dream of
(Prechorus)
Baby, please dont take his hand and leave me here
Cause you should be my lady, come with me and wipe away those tears
(Chorus)
Once the music ends you will take a vow to be with him forever
But you know Im the man who you want to be with for the rest of your life
Dont put on that wedding dress
Girl dont put on that wedding dress
(Its not me next you)
Dont put on that wedding dress, oh no
(verse 2)
Memories that we have shared
Songs that I sang before
All the sleepless nights we spent talking on the phone
Melodies inside my head are your your yours alone
And now baby its time for you to come home
Dont you remember how you told me that Im your first love
Well baby you should know that I just want the best for us
Girl this is so wrong
And Ive held this in for too long
I pray that you will leave him and come home
(Bridge)
Wish that I could take your hand
Look into your eyes again
Id tell you a thousand times how beautiful you are to me
And all the things that I shouldve done and shouldve said but I never did
please let me tell you now
(Final chorus)
Once the music ends, Ill be saying my goodbye to you forever
And just know even though our love didnt work out, I am still here for you
Now youre in your wedding dress
Girl now youre in your wedding dress
(Shouldve been me, shouldve been me)
Oh youre wearing that wedding dress, oh no
thanks guys!
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