Ezi ziThishini zilawula i-High-Tech Roost
Cinga ngelinye ixesha, i-Cramer yaxela ukuwa kwe-Bear Stearns, kuphela kwi-reverse ngqo. Ngo-Matshi 11, 2008, waphendula kwixhala le-investor uJim Cramer: "Hayi! Hayi! Hayi! I-Bear Stearns ayikho enkingeni. Ukuba nantoni na, banokuthi bathathwe. Musa ukuhambisa imali yakho kwi-Bear. "Kwaye ke, i-Bear Stearns stock yawela ngamaphesenti angama-92 kwiintsuku ezintathu kamva kwiindaba ze-Fed kunye ne-2-share-share share by JPMorgan Chase & Co. (JPM). Incinci yenkampani iyahlukana ngokupheleleyo, ayibi nakakhulu kunoko.
Yintoni ongayenza ukuze uqhubeke, ke? Ngo-Ephreli 2015, i-Cramer yapapasha uluhlu lwayo lwama-49 "Thenga ngoku ngoku." Leyo inombolo enobungakanani obunokucinga ukuba yayiza kunika i-Cramer inzuzo kwiphothifoliyo elinganisiweyo ngexesha leemarike ezinamandla. Ngoko kwenzeka ntoni?
UDavid England, owayengumfundisi-mpahla wezezimali kwi-John A. Logan College, waqhuba uvavanyo ukuze abone oko kwenzeka ntoni ukuba umntu atyala imali engama-dollar ayi-1000 kwi-Picamer's picks.
Kwaye emva kweenyanga ezintandathu, iNgilani yabonisa ukuba "ilahlekelwe" yimali engama-67 ekhulwini likaCramer. I-Cramer ithatha i-S & P ngexesha elifanayo: i-7.8 ekhulwini. Ilahleko epheleleyo? $ 4,500.
Nangona kunjalo i-Cramer, kanye nenye intatheli, inike ihlabathi lokutshala imali ubuncinane into enokuzikhumbulekayo ethi into ethile yokubumba kwakhe kwenkcubeko: Wakha i-stock FANG esitokisini, eqinisekisa ukuba abalobi bezobalo-mali babeza kuhlawulwa ngonaphakade.
Enyanisweni, iqoqo le-stock ye-FANG lingamisela enye yezona zixhobo eziphezulu zezolimo-mali-mali phakathi kwezinto ezinzima. Kodwa ziphi na iimpahla zeFANG, kwaye kutheni kubalulekile ukuba abatyali-mali bazimisele ukwakha iipotifoliyo ezinamandla?
I-FANG isingqamaniso esimele izitokisiso ezine: i-Facebook (FB), i-Amazon (i-AMZN), i-Netflix (i-NFLX), kunye ne-Google eyodwa, ngoku i-Alphabet (GOOG, GOOGL). Ngoko ke kufuneka ufune ukufumana ubuchwepheshe, uFANG ngoku u-FAAN, kwaye abanye baxabana ukuba i-"A" yesithathu ikwahlula: i-Apple (AAPL). Iimpahla zonke zorhwebo kwi-NASDAQ kunye kunye nazo zimelela yonke indawo ebalulekileyo ye-tech ephezulu ejongene noluntu. Ezi ziquka kodwa azithethi:
- Imidiya yokuncokola
- ukuhanjiswa kwevidiyo
- nyaniso
- ecommerce
- umsebenzisi umbane
- iimoto ezingaqhubi
- iteknoloji yeselula
- ntlawulo
Ngeli nqanaba, kufuneka ube yinto yokuba ungabandakanyeka neenkampani ze-FANG (siza kusebenzisa isiqendu njengendlela yokungena kwiintlanzi ezintlanu zibhalwe ngasentla) kwimpilo yakho yemihla ngemihla-kaninzi ngokufanayo. Njengoko ndibhale eli bali, ndiya kukhwela kwi-Apple MacBook Pro kunye nesiphequluli se-Google Chrome esivuliwe kwi-injini ye-Google yokusesha. Xa ndifuna ikhefu, ndiza kuthumela ingxelo kwi-Facebook, okanye mhlawumbi ukuhamba nge-Amazon ukuya ku-intanethi ukuze ndincede incwadi endiluhlu lwam.
Ngokubhekiselele kwi-Netflix, ndiyabhalisa ngenxa yokuba ixabiso elincinci kunekhompyutha ye-TV, engenayo.
Nika indlela iinkampani ze-FANG zifumene ngayo indawo enokuhlala ebomini babantu ngexesha elincinci (i-Netflix, umzekelo, ayizange ibe khona kuze kube ngo-1997), akumangalisi ukuba abantu baye bakuvuyela ukuxhamla kwixesha labo elizayo. Yonke ilungu le-FANG posse liye laba namandla ekubuyiseleni okubukhali. Cinga ngo-FB, umzekelo, okukuphela konyaka okwenyuka ku-50% kwaye ngoku uhweba ngaphezu kwe-$ 170 ngesabelo ngasinye.
Nangona kunjalo, njenge-go-source investopedia amanqaku, ama-FANG amasheya awafikanga ngaphandle kweengozi zabo. "Nangona bahlala bebuyisa imbuyekezo emihle, abanye abahlalutyi bakholelwa ukuba ezi zitshixo zobugcisa ziyimifanekiso yesikrini sesitokisi sezobuchwepheshe esinikela ngokukhawuleza okufanayo phambi kokuphazamiseka kwe-dotcom." Kuloo pheliso, utyalo-mali-mali angabangela ukuba amaxabiso abelana ngamanani angamahle, ngentshiseko yokutshatyalaliswa kwembuyekezo yeenkampani eziqinile.
Nanku ukujonga ngokukhawuleza kwiisitokhi zeFANG nganye:
Facebook (FB)
Xa i-Facebook yahamba esidlangalaleni ngo-Meyi 2012, ithengiswe nge-38 engama sabelo ngasinye. NgoJulayi 2013, behlile kwi $ 25.88, kwaye abaninzi baqala ukubuza ukuba i-Facebook ayilungele ixesha eliphambili kwi-NASDAQ. Kwaye ke, i-giant media giant yaqalisa ukunyuka phezulu kwaye ayizange ijonge emva kwayo. Ngako-ke inkulu ibuya? Kubaqalayo, kukho uvuyo oluninzi malunga nekhono le-Facebook lokwenza imali kwi-intanethi yeentengiso. Ngaphezulu, i-Facebook iye yavuswa yizinto ezithile zokuthengwa kwe-stellar eziye zandisa isiseko sayo somsebenzisi, eyona nto ibalulekileyo kwi-Instagram- ngoku kubasebenzisi abayizigidi ezingama-700 ngo-Apreli. Yaye kunye neengxelo zayo zokugqibela zenyanga, i-Facebook idlulisele i-Amazon enamandla ngokufanelekileyo, kunye neefowuni yeemakethe ngoku ngokuzithobela i-$ 500 yezigidigidi.
Amazon (AMZN)
Njengoko ii-CEO eziphezulu zobuchwephesha zihamba, i-Amazon umsunguli uJeff Bezos uqhutyelwa kwinqanaba elimngcipheko kwiklabhu yomntu oyedwa. Akunelisekanga ngokususa abahwebi bamama no-pop nge-e-yorhwebo, uvula izitena kunye ne-Amazon indawo yokugcina izitena, kunye nomnye phakathi kweChicago's Southport Street strip. Kwaye i-Amazon ishukunywe ngoJuni ukuthenga i-Whole Foods i-$ 13.7 yezigidigidi ngemali-mali, imele "ixatyiswe," ukuba uthanda, ukwandisa isiseko sayo sokusasaza esivela esele iguqule indlela yokutya iyalwe ngayo. Sekunjalo ihlazo elingu-13.7 billion lilingana ne-billpiver ye-shopper yonyaka yokuthenga ukutya kwi-"Payleck epheleleyo," ngelixa i-Amazon eqhubekayo kunye ne-drone delivery inikezele ngakumbi iziphumo. Kodwa qhubela phambili, giggle: Njalo xa ulawula nge website yakhe, uBezos uhleka yonke indlela eya ebhankini. I-AMZN yiyona nkampani enkulu yoshishino lokubetha, ukuba ngubani na onokukubetha.
Apple (AAPL)
Masijamelane nayo: ukufa kukaSteve Jobs kwakhona kuphumla iintsuku zika-Apple njengomvelisi wemveliso entsha ye-tech. Kodwa loo nto ayinayo i-Apple abanini-nxaxheba bethanda i-iBlues, njengokuba i-CEO yangoku i-Tim Cook ibona into engcono: umatshini wokwenza imali. Ukuphakama ngaphezu kwama-40 ekhulwini kwiinyanga ezili-12 zokugqibela, i-AAPL iqhuba ngoku malunga needola ezili-150 ngeesabelo ngasinye, kwaye isimo sayo njengenkampani enkulu ye-teknoloji yeyona nto ingabonakali. Isitopu salo samasheke samanje sizinwele ezingaphantsi kwama-dollar ayi-780 yezigidigidi, kwaye i-AAPL ibizwa ngokuba yi-brand ebaluleke kakhulu ye-Forbes-isithsaba esiye sabanjwa iminyaka eyisixhenxe. Ukuqiniseka ukuba, i-Apple yafumana ukungaphumeleli okuphezulu kwi-Apple Watch yayo, kwaye kukho ubungqina obuninzi i-iPhone line lineye yabetha udonga lwabaxhasi. Nangona kunjalo okokugqibela kungabikho kwinxalenye yonyaka, njengoko ixesha lika-Apreli-Juni liye libuthathaka minyaka yonke ukususela ekubeni inkampani ihlelwe ngoSeptemba i-iPhone iqalise ngo-2012. Okwangoku, i-Septemba eyayinokwenzeka ukuba inokukhutshwa kulo nyaka inamandla okukhusela, njengoko iya kuphawula i-10. ukugujwa kwe-smartphone eyatshintsha ihlabathi.
Netflix (NFLX)
Ngokungafani nawaphi na amanye ama-stock FANG, i-Netflix iphila kwaye ifa ngamanani abhalisele. Ngakolunye uhlangothi, iindaba ezilungileyo, njengoko abaninzi abathengi ngokunyuka kwemali yeTV ye-TV baye banquma "ukunqumla intambo" ekuncedeni inkonzo yayo yokusasazwa kwevidiyo, okwangoku ixabisa phakathi kwe-$ 7.99 kunye ne-11.99 ngenyanga ngenyanga-ngaphantsi kweyokuqala- ukuqhuba ithikithi ye-movie. Sekude kangakanani na ukuqhubeka nokukhula kwayo? Abatyalomali abanomdla baye babuza umbuzo ngamnye kwikota enye iminyaka. Ukungena kwiimarike zomhlaba jikelele ezingenakunikwa kwaye akukho nto ichazwe kwinqaku leMeyi kwiVanity Fair lithatha isicaciso sokuthi: "Ngoku ukuba uphuthunyiswe, iNetflix ifuna ukukhuphula ixabiso layo kwakhona." Yichaze ngeveki "ukunyuka kwamaxabiso," isicwangciso esicacileyo sagxothwa u-Uber CEO u-Travis Kalanick wenza udumo. Kodwa ngoku, kulungile: NgoJulayi, i-NFLX ibike ukuba yongezelela amalungu angama-5.2 yezigidi, ngaphaya kwe-3.2 yezigidi zeWall Street eqikelelwe. Ukususela ngoko, isitokisi sayo siphelile iipesenti ezili-12 kwaye ngoku sisebenza ngo-$ 180. I-Wow: Le nto iphantse kwii-billing zenyanga nganye.
I-Alphabet (GOOG, GOOGL)
Ngubani na ocinga ukuba injini yokukhangela iqaliswe ngabafundi ababini abaphumelele kwiYunivesithi yaseStanford, kwaye oko kwaqala ubomi bayo njengo-BackRub, bekuya kutshintsha i-gorilla engama-648-toni? Lelo nani, liphindwe li-biliyoni elilodwa, libonisa i-akethi ye-Alphab's-cap-kwaye ibeka njengowomncintiswano kuphela kunoma yiluphi uhlobo lwesimo sokuxosha i-Apple njengenkampani ebalulekileyo kakhulu emhlabeni (okwenzayo, ngokufutshane, ngo-2016). Kufuneka ube ngumdibaniselwano ophezulu we-tech luddite, isiprofeto sokugqibela kunye nomthengi we-mega-bear ukubona nayiphi na isibhakabhaka esibhakabhaka nge-Alphabet kwiminyaka emashumi ezayo. Hmmm, makhe sibone: Ngaphandle kokulahlekelwa yintlanzi, i-GOOGL (isigaba se-A esilandelayo ngamalungelo okuvota) siphakamise i-1,644 ipesenti ekubeni yahamba kawonkewonke ngo-2004. Ukucinga ukuba ubambe isitokethi ukususela ngoku, ukuthenga kwakho imali eyi-5,000 unokufaneleka malunga ne-87,500 zamawaka namhlanje. Okwangoku, i-GOOG (inqanaba C) lingabonakali ngokukhawuleza, ingama-1,619 ekhulwini kwimbali yayo. Imoto engaqhubiyo, i-YouTube, i-platform ye-smartphone ye-Android, ubukho obuqinile kwizikolo kulo lonke uhlanga, ifowuni yePixel ephakanyiswa kakhulu: Yintoni engabonakali ngayo iAlfabhethi kule mihla?
Ukuba kukho nayiphi na isitokethi esilungele ngaphezu kokuhlonishwa okukhankanywe apha, yiMicrosoft (MSFT). Mhlawumbi ucingisisa kakhulu ngolu hlobo oluthile, i-tech cabal epholile, ingaphezulu kokungqinisisa ukubaluleka kokubonga kwangoku kwi-Skype kunye ne-LinkedIn, kunye nobuholi bayo be-stellar kwi-computing field. Ngaphezulu kunyaka odlulileyo, isitokisi sayo siphezu kweepesenti ezingama-28; ngoku ithengisa ngaphezu kwe-$ 72 ngesabelo ngasinye.
Ngoku ukongeza isitotyi sesithandathu kumxube weFANG kunokungabonakali njengengcamango ebonakalayo, ubuncinane ukusuka kwimeko yokuzimela. I-Apple ibandakanye kunye negama le-Google utshintsho olufakwe kwi-FAMAAN-oluvakalayo luvakala kakhulu "njengendlala," kwaye alufanelekanga xa ucinga umthendeleko lwezi sitokhwe ziye zabanika abanini abanomdla abanombulelo.
Awudingi i-wannabe utshalomali ukutshela ukuba ezinye, ukuba zingekho zonke, ezi zifuyo zifanelwe ukuba zikhangeleke. Kodwa mhlawumbi isichazamazwi senza ntoni.
Kungcono uthole i-Cramer.