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.

開左幾個月冷氣對手應該會咁XD
唔知講咩 可能要望番上個冷氣機POST
https://www.facebook.com/KZeeeeeeeeKZ/posts/344320087064281
見到好多人叫我買遙控XD
但我真係唔係唔見左遙控 哈哈哈
比個型號大家研究下：
Carrier chk07lpe
你地就明我點解會變路飛 XD~

BY 麻布

防疫也能安心裝冷氣❤️【Carrier開利冷氣】
勁冷系列-變頻冷暖ㄧ對一分離式空調陪我們涼快一夏!
👍自清洗功能 👍勁冷 👍省電
.
最近防疫期間，孩子在家上課，看看家中已經十幾年的冷氣似乎開始有了狀況，緊急需要一台可以讓孩子專心、父母修心，又兼具內外皆淨的好冷氣!
.
之前聽朋友說過開利冷氣價格划算又有好品質，多方比較之下，發現開利冷氣只做空調，完全就是空調設備中的專家，更讚的是目前開利冷氣的機種除了可以阻隔pm2.5之外，還有「自清洗功能」，對我們這種過敏體質的家庭來說，冷氣能保持潔淨真的太重要了，當然要選這台!
.
在防疫期間內，開利冷氣的師傅把防疫規格直接調到最高等級了! 安裝公司每日會控管並嚴加確認師傅活動史等健康狀況，師傅不但完整配戴口罩和防護眼罩，也會在入門前噴灑酒精消毒雙手，並測量額溫，不但專人到府安裝，還能順便回收舊冷氣，而且師傅都好客氣又親切，實在是揪甘心!
.
原來開利冷氣的創辦人-美國威利斯·開利博士是現代空調系統的發明者，而且美系家電的特色之一就是耐用，所以開利冷氣早已在世界頗負盛名，可以說是全球專業空調領導品牌!
.
目前在台灣也有相當多的指標建築指定使用，像是台北101、半導體龍頭南科廠、桃園機場、台大醫院、W hotel、高雄萬豪等知名酒店都是使用開利冷氣，連最近COVID-19疫苗所需要的冷鏈都是用開利的解決方案，足以見得開利冷氣的好品質、好服務，真的很值得信賴!
.
很喜歡它簡約典雅的外觀，瞬間速冷、寂靜無聲，對於對流中的空氣品質也掌握得很好，每一口都能呼吸到好空氣，可以讓我們全家夏天吹著清新爽快的冷氣、冬天享受溫暖乾淨的暖空氣，一整年都能舒舒服服!
.
冷氣本身有「自清洗的功能」，對我們來說實在太方便了，可以充分感受到有如大自然般的清新空氣，而且還能「勁冷」，又是「省電」裝置，等於說是把最好的優點集於一身啊!
.
而前面提到美系家電「耐用」的特色，是因採用「工業級黃金鰭片防腐抗銹」，外加「防火防爆安全提升」，使用起來也更放心! 也擁有「CSPF一級能源效+3D Inverter 全直流變頻馬達」，比傳統定頻分離式省電32％，這個月看到冷氣帳單，比去年同期便宜超級無敵多，電費省超大，讓我都忍不住微笑了起來!
.
因為有了【Carrier開利冷氣】勁冷系列-變頻冷暖ㄧ對一分離式空調，孩子的線上課程學得更自在，而爸爸媽媽在家裡工作也更涼爽輕鬆囉! 如果你也正在找冷氣，可以跟我一樣很聰明的選擇這台高品質、價格又划算的開利冷氣喔!
.
✅來看看我的文章分享：
https://weantiffany.pixnet.net/blog/post/69662434
.
❤️目前有優惠活動，也整理出來跟你分享：
現在到momo購買，除加碼贈送Mo幣，再獨家贈送美國人氣No.1 Vornado渦流循環扇(價值$3,280)(限定機種)，回函再送pm2.5高效阻隔濾網2片(價值$1,200)，滿額$88,888，再送你到W hotel住宿吹開利!
.
🔹7-9坪購買連結：https://reurl.cc/Q93Va9
🔹其他坪數可以到這邊選購：https://reurl.cc/MAdM3k
🔹開利x momo 618活動連結： https://reurl.cc/Q9LQMb
🔹官方網站：https://ssur.cc/rM6sgV
.
#開利冷氣 #防疫推薦 #自清洗 #內外皆淨 #勁冷耐用

「管他什麼年齡？創業幾歲都可以。」詹先生，創業9年，「 小春日和 動物雜貨 ･ 珈琲 」的老闆，林先生，創業5年，「 Mr. Manners 」的品牌主理人。他們有一個共通點，已經 40 多歲的他們，離25歲已經很遠。

「創業不再只是年輕人的專利，這是屬於兩個熟齡男人的創業故事！」

詹先生，從小有著被毛小孩包圍的童年，開設寵物美容咖啡廳成為了他的夢想。出了社會從事程式開發的他，仍下定決心創業，剛開始人力不足，店內大小事都自己來，近年歷經搬遷、重新定位的艱辛，但他從不後悔。

「能夠在40多歲，實踐夢想，是一種享受。 」

林先生，深受英倫風格吸引的他，背負著400萬的資金壓力，放下在電子業工作了11年的過去，他決定開創英國紳士皮鞋店。開店至今，選貨、品管、銷售、社群、維護顧客關係都一手包辦，幾乎可以說是經營「一人公司」，但他並不畏懼。

你曾想放棄一切拚了命的追尋自己嗎？
你是否還記得為夢想悸動的自己？

每個人，都有屬於自己的夢想，然而面對現實的壓力，大多數人選擇放棄，但為何要忽視真正的自己？在追求夢想的世界裡，年齡不是問題，下定決心，讓夢想不再只是說說而已。

「創業，可以很隨時隨地，只要你擁有不懼怕的勇氣」

-

by 一件襯衫：你揮灑的城市日常風景
每週給你一則，能溫暖你的，人物故事。
開利夢想家｜開店故事募集中 https://lihi1.com/aoOdr

#開利夢想家 #Carrier

每次一到夏天，電費就會開始飆漲，我才發現當初剛結婚時買的冷氣怎麼吹都不夠冷，也沒注意到冷氣是不是有節能標章？是不是耐用？這次帶家人去信義區逛逛，這裡有好多百貨公司，讓我更確定該換冷氣了❤️

更多資訊👉https://bit.ly/2HD1iNt

#開利冷氣 #速冷又耐用#冷氣發明#商用空調領導 #母親節


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