Oetels? Uit Bois le Duc?
Weet wel dat mijn provincie veel begenadigde sporters levert. Kuck mal PSV en hun sterspeler. :)
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The stocks that won on Thursday caught Cramer's attention and he thinks investors should take a look at Snap-on Tools (NYSE:SNA), Domino's Pizza (NYSE:DPZ) and Skechers (NYSE:SKX). "What do they all have in common? How about four characteristics that define what wins in this market," said Cramer.
These stocks may not appear to have anything in common as one sells shoes, another sells pizza, and one sells tools. However, there are four attributes that define a winner and all these stocks have them.
First, they have sales and earnings power. Domino's posted 19% Y/Y earnings growth along with 14% Y/Y growth in same-store sales in the U.S. Snap-on delivered 16% Y/Y earning growth and Skechers posted 80% Y/Y earnings growth. Skechers also posted 40% Y/Y growth in sales.
The second attribute of a winner is the surprise factor. The great companies always find a way to deliver a surprise. While Cramer thought Snap-on would have another consistent quarter, he was completely surprised to see the terrific growth. Same goes for Domino's. Cramer was shocked to see that Skechers improved their operating margin by 270 basis points, which means that they are making more money per shoe than they did last year.
The third, and one of the most important attributes, is innovation. Cramer said that one can argue that all these companies are like tech stocks. They embrace new technology to bring in innovation. Snap-on delivers new tools to meet its clients' needs; Domino's was the first to deliver online apps to allow customers to order using their phones; and Skechers has been innovating and and producing new shoes for every occasion across various age groups.
The final characteristic of a winner is lack of excuses. None of these companies complain about the strong dollar or weak overseas demand. They just deliver. "The moral of the story, if you have the right goods, the strong dollar can't derail you. That in itself may be the most amazing thing about these three companies," said Cramer.
bron seekingalpha.com
Degene die voldoet aan die 4 characteristics is sowieso AAPL Which in the aex? Hun nieuwe iPhone rocks, screen inches groter. Maar, we komen al om in de gadgets.
Czn.