Aya maSitorendi anotonga Icho Chigadzirwa Chepamusoro
Chimbofunga kuti pane imwe nguva, Cramer yakafanotaura kuwa kwe Bear Bear, kunze kwekutsvaga. Musi waMarch 11, 2008, akabvuma kune zvinomushungurudza nemari weYim Cramer brio: "Kwete! Aihwa! Aihwa! Bear Stearns haisi mumatambudziko. Kana pane chimwe chinhu, vanogona kutorwa. Usafambisa mari yako kubva ku Bear. "Uye zvechokwadi, Bear Stearns stock yakawira 92 muzana mazuva matatu gare gare pamashoko eFed bhailout uye $ 2-a-share takeover neJPMorgan Chase & Co. (JPM). Nguva shomanana yekambani inoparadzaniswa zvachose, haina kuwedzera kupfuura iyo.
Chii chingaita kune imwezve, ipapo? MunaMuvhuro 2015, Cramer yakabudisa rondedzero ye 49 "Tenga Ikozvino" zvitsva. Ndiyo nhamba yepamusoro yaunofunga kuti yaizopa Cramer mukana wekuenzanisa chikamu chepamusoro pamusika wakasimba. Saka chii chakaitika?
David England, uyo zvino ari purofesa wezvemari paJohan A. Logan College, akaedza kuedza kuona chii chaizoitika kana mumwe munhu akaisa $ 1 000 mune imwe neimwe yeChikamer's picks.
Uye mwedzi mitanhatu gare gare, England yakaratidza kuti "yakarasikirwa" nemari ye 67 muzana yeChikamer's picks. Sarudzo dzeKramer vs. S & P panguva imwecheteyo: kudarika 7.8 muzana. Kurasikirwa zvachose? $ 4,500.
Asi kunyange zvakadaro, Cramer, kamwe mutori wenhau, akapa nyika yekutsvaga mari inenge isingakanganwiki mupiro unoti chimwe chinhu chekusika kwake kwemashoko: Akagadzira izwi rokuti FANG mashizha, achivimbisa kuti vanyori vekutsvaga mari vaizomupa chikwereti chiduku chekuonga nokusingaperi.
Kutaura zvazviri, chikwata cheFANG chikwata chinogona kureva chimwe chezvinhu zvakanakisisa zvekutsvaga kwekutsvaga kwekutsvaga kwekutsvaga pakati pe-high-tech's heavyweights. Asi ndezvipi izvo FANG inosungira zvakadaro, uye nei zvichifanira kukoshesa kune vatengesi vachitarisira kuvaka podfolio?
Zvichida, FANG inotsanangurwa inomiririra mitsara mina: Facebook (FB), Amazon (AMZN), Netflix (NFLX), uye imwe nguva Google, ikozvino Alphabet (GOOG, GOOGL). Saka iwe unofanirwa kuda kuwana teknolojia, FANG ikozvino FAAN, uye vamwe vanopikisa kuti chechitatu "A" ndeyekubatanidza: Apple (AAPL). Matanda ose anotengeserana kushandiswa kweNASDAQ uye pakati pavo inomiririra nzvimbo inonyanya kukosha yepamusoro-soro inotarisana nepamusoro-soro. Izvi zvinosanganisira asi hazvirevi kune:
- social media
- video inotanga
- virtual reality
- ecommerce
- consumer electronics
- vanotyaira motokari
- mobile technology
- kubhadhara
Panguva ino, iwe unofanirwa kuva mumiririri kuti usasangana nemakambani eFANG (tichashandisa shanduro sekumira mukati memaoko mashanu ari pamusoro apa) muupenyu hwako hwezuva nezuva-kazhinji panguva imwe chete. Sezvandiri kunyora nhau iyi, ndiri kuvhara pane Apple MacBook Pro neGoogle Chrome yekutaridzirwa yakavhura kuGoogle search injini. Pandinenge ndichitsvaga, ndichatsvaga mhinduro pamusoro pe Facebook, kana kuti zvichida kuenda kuAmazon kuti ndinyore bhuku mubhuku rangu.
Kana iri Netflix, ndinyoresa nokuti inonyanya kudhura kupfuura cable TV, izvo zvandisina.
Ipai kuti maFANG makambani akawana nzvimbo yakasimba sei muupenyu hwevanhu munguva shoma shoma (Netflix, somuenzaniso, haina kumbovapo kusvikira muna 1997), hazvishamisi vanhu vakafara pamusoro pezvavanotarisira. Nhengo imwe neimwe yeFANG posse yava simba rekudzoka kwakasimba. Funga FB, somuenzaniso, izvo gore rino roga roga rakapisa 50 muzana uye ikozvino rinoshandisa mari inodarika madhora 170 muchikamu.
Uye zvakadaro, sekuenda-kunobva Investopedia manotsi, FANG mashizha haauyi pasina ngozi. "Kunyange zvazvo vakaramba vachitumira zvinyorwa zvakanaka, vamwe vatsvakurudzi vanotenda kuti idzi tech mashizha igiratiro chechigadzirwa chemishonga chakakonzera kufanana kwakadaro pamberi pe dotcom kuparara." Kuti zviitike, kufara kwevatengi kungave kutyaira mutengo wekugoverana kune unhu hwakanaka, pamwe nokushingaira kubuda kwakasimba kambani inodzoka.
Heino kutarisa nokukurumidza pane imwe neimwe yezvikwata zveFANG:
Facebook (FB)
Apo Facebook yakazopararira muna May 2012, yakatengeswa ne $ 38 mugove. Muna July 2013, yakange yasvika ku $ 25.88, uye vazhinji vakatanga kushamisika kana Facebook yakanga isati yakagadzirira nguva yakawanda paNASDAQ. Uyezve, nhepfenyuro yezvemagariro evanhu yakatanga kukwira kumusoro uye haina kutarisa kumashure kubva. Saka chii chikuru chakadzoka? Kutanga, pane mufaro wakawanda pamusoro pekukwanisa kwepa Facebook kuita mari yehutano hwekutsvaga. Pamusoro pezvo, Facebook yakashandurwa nedzimwe sarudzo dzekutsvaga dzakagadzirisa zvishandiso zvayo zvevashandi, iyo yakakurumbira yeyo Instagram-ikozvino kune vashandi vanosvika mamiriyoni 700 kubva munaApril. Uye nehuwandu hwemari inowanikwa mumwedzi wekupedzisira, Facebook yakapfuura maAmerica ane simba zvakakosha, nekambani yemusika ikozvino iri kufanana ne $ 500 bhiriyoni.
Amazon (AMZN)
Sezvo machinda ekugadzirwa kwepamusoro ekuenda, Amazon muchengeti Jeff Bezos inotungamirirwa kune rimwe divi rinogumira pane imwe kambani yemurume. Haasi kugutsikana nekutsvaga vatengesi vemama-uye-pop kuburikidza ne-e-commerce, iye akazarura maofisi e-trick-uye-matope Amazon, ane imwe pakati peChicago's Southport Street mutsara, kushamiswa kwechisimba kuchifunga kuti iri imba kune vatengesi vakawanda vanozvimiririra. Uye kubuda kweAmazon munaJune kutenga Whole Foods ye $ 13,7 mabhiriyoni mumari, inomiririra "kutarisirwa," kana iwe uchida, kuwedzera iyo yakawanda-yakakura yezvokuparadzira zvigadziro paunenge uchigadzirisa nzira yekutengesa inorayirwa uye yakasunungurwa. Asi dzimwe nhokwe iyo $ 13,7 mabhiriyoni yakaenzana nebhadharo ye shopper gore roga roga re "Whole Paycheck," apo Amazon inoramba ichienderera mberi nekutengesa drone yakagadzirisa huchenjeri kupfuura zvinoguma. Asi famba mberi, giggle: Nguva dzose paunorayira kuburikidza newebsite yake, Bezos anoseka yose kuenda kubhangi. AMZN ndiyo ye-e-commerce giant yekurova, kana munhu akakunda.
Apple (AAPL)
Ngatitarisei: rufu rwaSteve Jobs rwakaisawo mumazuva eApple sechinhu chitsva chezvinhu zvinonakidza zvitsva zvemishonga. Asi izvi hazvina basa kuti vashandi veApple vaimbire iBlues, sezvo mukuru wevatungamiri vemazuva ano Tim Cook ane chimwe chinhu pane zviri nani: mari yekuita mari. Izvo zvinopfuura makumi mana kubva muzana pamwedzi 12 yekupedzisira, AAPL ikozvino inoshandisa mari inenge madhora 150 mugove, uye iyo inonzi sangano guru rekambanikiti yepasi rose haisati yasimbiswa. Ikozvino mahombekiti emakambani ndeye bvudzi riri pasi pe $ 780 mabhiriyoni, uye AAPL yakatumidzwa zita redu rinokosha munyika rose neForbes-korona yave yakabata kwemakore manomwe akarurama. Kuti ave nechokwadi, Apple yakatambura kukundikana kwepamusoro muApple Watch, uye kune uchapupu hwakakwana iyo iPhone line yakakunda rusvingo rwevatengi kuneta. Asi iyo yekupedzisira inogona kunge iri mune dzimwe nguva, sezvo April-June nguva yakave Apple yakanyanya kusimba gore negore sezvo kambani yakagadzirirwa munaSeptember iPhone inotanga muna 2012. Panguva iyo, shanduro yaSeptember ingasunungurwa gore rino ine simba rekuvhiringidza, sezvo ichatarisa 10 c chiyeuchidzo che smartphone chakashandura nyika.
Netflix (NFLX)
Kusiyana nemamwe emamwe mashizha eFANG, Netflix anorarama uye anofa nenhamba dzekunyorera. Kune rumwe rutivi, iyo nhau dzakanaka, sezvo vakawanda vanyangadza nekusimudza faira yeTV yeTV vakasarudza "kutema tambo" nekuda kwebasa rayo rekuendesa mavhidhiyo, iro iye zvino rinodhura pakati pe $ 7.99 uye $ 11.99 pamwedzi-pasi pekutanga- ngatishanyire tiketi yefirimu Asi kwenguva yakareba sei inogona kuramba ichikura zvinyorwa zvayo? Vashandi vekutsvaga vane hanya vakabvunza mubvunzo wega roga roga kwemakore. Kupindira mumisika yepasi rese isina kufanirwa hakuna kupiwa uye musoro weMeyi wenyaya muVanity Fair yakatora chirevo chekutaura zvakare: "Iyezvino Zvaunotengesa, Netflix Inotarisa Kuwedzera Mitengo Yayo zvakare." Izvidza pamusana pekugona vhiki yevhiki "kuwedzera kwekutengesa," urongwa hwakajeka hwakadzingwa Uber CEO Travis Kalanick akaitwa mukurumbira. Asi kusvika ikozvino, zvakanaka: Muna July, NFLX yakashuma kuti yakawedzera mamiriyoni 5.2 mamiriyoni, kupfuura mamiriyoni 3.2 Wall Street akafanotaura. Kubvira panguva iyo, nhumbi yayo yakashongedza 12 muzana uye ikozvino inoshandisa $ 180. Wow: Izvozvo zvinenge zvakafanana nemamwe mabhiriji emwedzi pamwedzi.
Alphabet (GOOG, GOOGL)
Ndiani angambofunga kuti injini yekutsvaga yakatangwa nevadzidzi vaviri veStanford University vakadzidza, uye izvo zvakatanga upenyu hwavo seRedRub, zvingashandura gorilla yeInternet ya 648-ton? Nhamba iyoyo, yakawanda ne-bhiriyoni imwe, inomiririra maArefabheti yemakethe-uye inoiisa semuongorori chete mumhando ipi zvayo yekusimudza Apple seyoyo inonyanya kukosha kambani (iyo yakaita, muchidimbu, muna 2016). Iwe unofanirwa kunge uri mubatanidzwa wepamusoro-tech luddite, kuguma-nguva muporofita uye kutengesa mega-bear kuti aone chero chinhu kunze kwechiedza chebhuruu kweAlfabheti mumakumi makumi emakore ari kuuya. Hmmm, regai tione: Pasina kumboshayikwa nehope, GOOGL (kirasi A yezviyo inouya nekodzero dzekuvhota) yakasimuka 1,644 kubva muzana sezvo yakashambadzirwa muna 2004. Kufunga kuti iwe wakachengetedza mari kubva iko kusvikira ikozvino, kutenga kwako $ 5,000 Iko inofanirwa ne $ 87,500 nhasi. Zvichakadai, iyo isiri yevhoti GOOG (kirasi C) nheyo dzakanaka kwazvo, dzinokwana 1,619 muzana pamusoro pezvakaitika kare. Motokari dzisina kutya, YouTube, Android smartphone platform, kuvapo kwakasimba muzvikoro munyika yose, iyo yakarumbidzwa zvikuru Pixel foni: Chii chisingatauri maArifabheti chirikuita mazuva ano?
Kana pane chero chikwata chinofanirwa kupfuura zvinoremekedzwa kutaurwa pano, ndiMicrosoft (MSFT). Zvichida kufungidzirwawo zvakanyanya kune izvi zvakanaka-heeled, cool tech cabal, zvinopfuura kungofanirwa kukosha kwayo kwenguva refu nekuda kwezvakawanikwa zve Skype uye LinkedIn, pamwe chete nehutungamiri hwadzo huri mudenga-computing sphere. Kupfuura gore rakapera, nhumbi dzayo dzakasvikwa nevanopfuura 28 muzana; ikozvino inoshandisa pane zvinodarika $ 72 per share.
Iye zvino kuwedzera chikamu chechitanhatu kumusanganiswa weFANG kunogona kunge kusingaoneki semafungiro anoshanda, zvichibva pamamiriro ekutaura. Ne Apple inosanganisira uye zita reGoogle rinoshandurirwa mukati, iwe unomuka neFAMAAN-iyo inonzwika yakaipa se "nzara," uye haikwanisi kufungidzira kana iwe uchifunga kuti mutambo wezvikwata izvi zvapa vagoveri vavo vanoonga.
Iwe hausi kuda wannabe wekusimwa guru kuti akuudze kuti vamwe, kana kwete ose, ematokari aya akakodzera kutarisa zvakanyanya. Asi zvichida ibronym inoita.
Zviri nani kuwana Cramer.