这实际上引出了今天视频的最后一个选择,即Sanmina,代码SANM。这个名字对普通大众来说肯定不为人知。然而,这是一只过去十二个月上涨约60%、自年初以来上涨约20%的股票,略高于更广泛的标普500指数的表现。
一如既往,这也是我们一直在谈论的,单凭一只股票的表现并不能告诉你它的成长故事,也不能告诉你这家企业的质量。但这是一家非常有意思的公司,我认为它配得上我们所看到的这一涨幅。
This actually leads me to the last choice for today's video, which is Sanmina, codenamed SANM. This name is certainly not known to the general public. However, it is a stock that has risen by about 60% over the past twelve months, and by about 20% since the beginning of the year, slightly above the performance of the broader S&P 500 index.
As always, and this is something we talk about all the time, a stock's performance alone doesn't tell you its growth story, nor does it tell you the quality of the business. But this is a really interesting company , and I think it deserves a lot of the growth we've seen.