Reversal is Coming

“It shall be, when Yahweh your God brings you into the land which he swore to your fathers, to Abraham, to Isaac, and to Jacob, to give you, great and goodly cities, which you didn’t build, and houses full of all good things, which you didn’t fill, and cisterns dug out, which you didn’t dig, vineyards and olive trees, which you didn’t plant, and you shall eat and be full; then beware lest you forget Yahweh, who brought you out of the land of Egypt, out of the house of bondage.” (Deuteronomy‬ ‭6:10-12‬ ‭WEB‬‬)

The wicked giants were in the promised land, but God allowed them to be there for a time because they had the stature and strength to build up the infrastructure for the children of Israel.

At the appointed time, God sent His hornet to thin down the number of giants and empowered the children of Israel to slay the remaining ones.

Then, God’s people moved into their rightful inheritance, all prepared for them. While they were wandering in the wilderness and seeing God’s faithfulness in those forty years, their inheritance was being built up. They stepped into a finished work.

Today, God is also preparing His people to enter into a finished work. We will restfully enjoy the fruits of the world’s labor. A time of reversal is coming which will be a time of great increase for God’s children.

How come God can be so good to believers? It is all because of Jesus’ blood that was shed at the cross. It paid the price for our sins and cleansed us to be forgiven and righteous in God’s sight. His favor shines upon us and we can receive good that we did not earn or deserve on our own. This is Grace!

It is not about being busy or working the hardest. Timing and positioning is the biggest factor, and God can put you where you need to be.

In “God’s Appointed Time”, you can learn about His system of times and seasons, as well as how to flow with it to enjoy fruitfulness in every season of life: https://bit.ly/god-appointed-time

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.

Self-Made or God-Made?

““This is what Yahweh of Armies says: These people say, ‘The time hasn’t yet come, the time for Yahweh’s house to be built.’” Then Yahweh’s word came by Haggai, the prophet, saying, “Is it a time for you yourselves to dwell in your paneled houses, while this house lies waste? Now therefore this is what Yahweh of Armies says: Consider your ways. You have sown much, and bring in little. You eat, but you don’t have enough. You drink, but you aren’t filled with drink. You clothe yourselves, but no one is warm, and he who earns wages earns wages to put them into a bag with holes in it.”” (Haggai‬ ‭1:2-6‬ ‭WEB‬‬)

Sometimes with a fast pace of life, it is easy to confuse much activity with productivity. We need to pause and consider, “Am I just desperately toiling by the flesh because of fear, or am I being led by the Spirit?”

Only the Holy Spirit can give you the kind of restful increase and fruitfulness that the children of Israel enjoyed. They stepped into the land of Canaan and possessed houses, orchards and land that they did not build, plant or labor for.

“It shall be, when Yahweh your God brings you into the land which he swore to your fathers, to Abraham, to Isaac, and to Jacob, to give you, great and goodly cities, which you didn’t build, and houses full of all good things, which you didn’t fill, and cisterns dug out, which you didn’t dig, vineyards and olive trees, which you didn’t plant, and you shall eat and be full; then beware lest you forget Yahweh, who brought you out of the land of Egypt, out of the house of bondage.” (Deuteronomy‬ ‭6:10-12‬ ‭WEB‬‬)

God had prepared the way for them, allowing the strong giants (the Anakim) of the land to build cities and towns for Israel, before giving Israel victory over the natives.

God gave them favor without the labor.

The world has people who call themselves ‘self-made men’, and they take credit for their achievements because they strived and sacrificed to get them. Lots of loss and compromise before getting something transient.

In the way of faith, it is impossible to boast about the good things we receive because the supernatural results cannot be justified by human effort. When God supplies fruitfulness, it is above and beyond what we think is possible.

Do you want to take credit for your achievements as a ‘self-made person’ and smile in public while you are crying from all the stress, loss and suffering in private, or do you want God to do all the heavy lifting and you just enjoy restful increase?

You have a loving, powerful, prosperous Heavenly Father who wants to take care of all your needs. Trust Him and receive everything you need by faith.

Learn and apply the way of miracle-working faith to enjoy supernatural fruitfulness: https://www.ko-fi.com/s/0db846b58c

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