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These 2 Dow Stocks Are Set to Soar in 2025 and Beyond

These 2 Dow Stocks Are Set to Soar in 2025 and Beyond

這兩隻道瓊斯股票預計將在2025年及以後大幅上漲
The Motley Fool ·  11/14 10:30

Canadians invest in foreign stocks, especially companies listed in the U.S. stock exchange, for diversification. However, those who do must hold them in their Registered Retirement Savings Account (RRSP) or Registered Retirement Income Fund (RRIF).

加拿大人投資外國股票,特別是在美國交易所上市的公司,旨在實現多樣化。然而,這些人必須將股票保存在註冊退休儲蓄賬戶(RRSP)或註冊退休收入基金(RRIF)中。

The reason is the tax treaty with America that grants tax exemption on earnings from US stocks held in Canadian pension plans like the RRSP and RRIF. Since the Tax-Free Savings Account (TFSA) is not considered a pension plan, earnings or dividends from U.S. entities are subject to a 15% withholding tax.

原因是與美國的稅收協議,這項協議對在加拿大養老金計劃(如RRSP和RRIF)中持有的美國股票的盈利給予免稅待遇。由於免稅儲蓄賬戶(TFSA)不被視爲養老金計劃,因此來自美國實體的盈利或分紅需繳納15%的預扣稅。

Nearly all stock investors highly regard the Dow Jones Industrial Average (DJIA) components. Market observers say the DJIA is a proxy for the U.S. economy. The index comprises 30 blue-chip stocks or the cream of the crop on the NYSE and Nasdaq Composite.

幾乎所有股票投資者都高度重視道瓊斯工業平均指數(DJIA)的成分股。市場觀察人士表示,DJIA是美國經濟的代表。該指數由30只藍籌股票或紐約證券交易所(NYSE)和納斯達克綜合指數中的佼佼者組成。

NVIDIA, the world's most valuable company, and Sherwin Williams are the newest members. The AI king and paint maker replaced chipmaker Intel and chemicals giant Dow, respectively, effective November 8, 2024.

英偉達,世界上最有價值的公司,以及謝爾溫·威廉姆斯是最新的成員。人工智能之王和塗料製造商分別取代了芯片製造商英特爾和化學品巨頭道達爾,這一變動將於2024年11月8日生效。

However, Verizon Communications (NYSE:VZ) and Cisco Systems (NASDAQ:CSCO) are screaming buys if you're an RRSP or RRIF investor. Besides the relatively lower prices compared to Dow peers, both stocks are ready to soar in 2024 and beyond.

不過,如果你是RRSP或RRIF投資者,verizon通信(NYSE:VZ)和思科系統(NASDAQ:CSCO)都是值得買入的絕佳股票。除了與道瓊斯同行相比價格相對較低外,這兩隻股票在2024年及以後均準備飆升。

Rock-solid income stock

堅如磐石的收入股票

Canadian investors earn in two ways from Verizon: price appreciation and dividends. At US$40.44 per share (+14.4% year-to-date), the telco stock pays a hefty 6.7% dividend. Market analysts recommend a buy and/or hold rating. The average operating income of this cash cow in the last three years is approximately US$30 million.

加拿大投資者從verizon獲得兩種方式的收益:價格升值和分紅。在每股40.44美元(年初至今上漲14.4%)的價格下,該電信股票支付高達6.7%的豐厚分紅。市場分析師推薦買入和/或持有評級。這隻現金牛在過去三年的平均營業收入約爲3000萬美元。

Verizon is also a dividend aristocrat owing to 18 consecutive years of dividend increases. Management has set its sights on Frontier Communications parent. Acquiring the communication and technology services firm means entering the expanding fibre optic internet market where demand for high-speed internet is ever-increasing.

verizon由於連續18年增加分紅而被稱爲分紅貴族。管理層已將目光投向Frontier Communications的母公司。收購這家通信和科技服務公司意味着進入快速增長的光纖互聯網市場,那裏對高速互聯網的需求不斷上升。

The $170.2 billion communications company is a federal government contractor, too. On November 11, 2024, the U.S. Department of Defense awarded Verizon a 24-month task order extension for the Global Network Solutions (GNS) contract. The contract value has risen to over US$98 million. Verizon also has a 10-year, multi-award US$2.7 billion contract with the U.S. Navy.

$1702億的通信公司也是聯邦政府的承包商。2024年11月11日,美國國防部授予verizon延長24個月的全球網絡解決方案(GNS)合同的任務訂單。合同價值已經上漲至9800萬美元以上。verizon還與美國海軍簽署了一項爲期10年、價值27億美元的多項合同。

Tech gem

科技創業板

Cisco Systems is a gem in the technology sector because it's a high-growth stock that pays dividends. At US$58.63 per share (+19.8% year-to-date), you can partake in the decent 2.7% dividend yield. CSCO carries a 'buy' to 'strong buy' rating from market analysts. Their 12-month high price target is US$78 (33% upside).

思科系統在科技板塊中是一顆瑰寶,因爲它是一隻高增長的股票,且支付分紅派息。每股58.63美元(年初至今上漲19.8%),你可以參與這個不錯的2.7%分紅收益率。CSCO在市場分析師中獲得了'買入'到'強力買入'的評級。他們的12個月高價目標爲78美元(上漲33%)。

The US$233.7 billion multinational digital communications technology company is 40 years old. Cisco manufactures and sells networking hardware, software, telco equipment and other high-technology services and products. An ongoing concern is getting a stronger position in the AI data centre market.

這家價值2337億美元的跨國數字通信技術公司已經成立40年。思科製造和銷售網絡硬件、軟件、電信設備以及其他高科技服務和產品。一個持續關注的問題是如何在人工智能數據中心市場中取得更強的位置。

Published reports say Cisco Systems is planning to invest in CoreWeave. The hot startup in the artificial intelligence space offers cloud services specifically for AI and machine learning. Cisco wants to be part of and benefit from the AI data centres. Expect the company to soon have cloud service providers or "hyperscalers" as its customers and new revenue contributors.

發佈的報告稱思科系統計劃投資於CoreWeave。這個在人工智能領域的熱門初創公司專門提供人工智能和機器學習的雲服務。思科希望參與並從人工智能數據中心中受益。預計該公司將很快擁有云服務提供商或「超規模」作爲其客戶和新的營業收入貢獻者。

Long-term holdings

長揸

Verizon and Cisco Systems are excellent long-term holdings in an RRSP or RRIF. Canadians don't have to pay Uncle Sam's Internal Revenue Service taxes.

verizon和思科系統是RRSP或RRIF中的優秀長揸投資。加拿大人不必支付美國國稅局的稅款。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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