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Don't Sleep on This Stock at These Prices

Don't Sleep on This Stock at These Prices

在這個價格不要忽視這隻股票
The Motley Fool ·  01/08 05:30

The TSX Index is in great shape to start the year, but don't let the market's strength let you lose sight of those defensive dividend payers that can hold in once the market turns volatile again. Indeed, it can be pretty easy to forget what it's like to invest through a bear market, one that goes down for a full year or more. We've been treated to a great bull run, thanks in part to artificial intelligence (AI) and renewed market optimism.

TSX指數在年初表現良好,但不要讓市場的強勢讓你忽視那些防禦型分紅股,一旦市場再次波動,它們可以保持穩定。的確,忘記經歷熊市的感覺很容易,那種熊市可能持續一年或更長時間。多虧了人工智能和市場的樂觀情緒,我們經歷了一段極好的牛市。

That said, don't look for stocks to continue the pace of gains forever. At the end of the day, the odd 20% drop in stock valuations is healthy. And those investors who have a bit of extra cash sitting on the sidelines may have the best opportunities to take advantage of the bargains that suddenly come to be once market tides begin to go out again. Indeed, it's hard to sit on the sidelines with lower-risk securities, waiting for a market plunge.

也就是說,不要指望股票能永遠保持上漲的速度。到頭來,股票估值偶爾下跌20%是健康的。而那些在旁邊有一些額外現金的投資者,可能會有最佳機會去利用市場潮起潮落所帶來的突如其來的便宜貨。的確,坐視低風險證券待市場下跌是很難的。

Still plenty of value as some big-name investors ring the register

仍然有很多價值,因爲一些大名投資者正在登記賣出。

While it's tempting to follow in the footsteps of the smart money (most notably Warren Buffett) by taking some profits off the table while the stock market is hot and investors are more than willing to pay multiples that are a tad on the higher end, I think every investor needs to find the right balance.

儘管跟隨聰明資金(尤其是禾倫·巴菲特)的腳步,在股市火熱時出售一些利潤聽起來很誘人,我認爲每位投資者都需要找到合適的平衡點。

That means staying invested in market highs and lows but also having a defensive portion of your portfolio that can help you more easily sail through those inevitable rough patches that few will ever see coming.

這意味着在市場高低波動時保持投資,同時在你的投資組合中保留一部分防禦性資產,以便在那些少數人能預見的兇險時刻更輕鬆地渡過。

Could 2025 see such a rough patch? It's impossible to tell. But it is a good idea, at least in my opinion, to be prepared. It's always prudent to be prepared for storms, even if there are no signs pointing to one that's coming.

2025年會不會出現這樣的兇險時刻?這是無法預測的。但至少在我看來,做好準備是個好主意。即使沒有跡象表明風暴即將來臨,做好準備總是明智的。

Fortis stock: A great defensive dividend grower for bad (and good) times

Fortis 股票:在不好的(和好的)時期是一隻很好的防禦性分紅增長股。

That's when I believe you can get a better price for your dollar when you batten down the hatches. Fortis (TSX:FTS) stock is a magnificent defensive stock that tends to shine in markets where stocks begin to show signs of lagging and sagging.

我相信,當你準備迎接風暴時,你可以以更好的價格購買到Fortis(TSX:FTS)股票,它是一隻出色的防禦型股票,在股票開始顯示出滯漲和下跌跡象時表現尤爲出色。

At just shy of $60 per share, Fortis goes for 18.3 times trailing price to earnings (P/E), which is too cheap given the stable cash flows and its rock-solid dividend growth profile (4-5% dividend growth) that can hold up even through the roughest of market hurricanes.

福特斯的股票價格接近每股60美元,市盈率爲18.3倍,考慮到其穩定的現金流和強勁的股息增長(4-5%的股息增長),這個價格顯得過於便宜,即使在最嚴峻的市場風暴中也能堅持下去。

Now, I'm not expecting a storm to hit stocks in 2025. But is it really so bad of an idea to be prepared with a steady utility name while it's trading at a modest discount?

現在,我並不期待2025年股票會遭遇風暴。但在股票以適度折扣交易時,準備好一個穩定的公用事業公司真的那麼糟糕嗎?

The 4.1% dividend yield is attractive enough to stash the name away at the core of your Tax-Free Savings Account or Registered Retirement Savings Plan. Hopefully, FTS stock won't be the top performer in any given year, but when the markets do finally sour on the exciting stocks, I'd be willing to bet that Fortis will be able to take on less damage.

4.1%的股息收益率足夠吸引人,可以將此股票存放在你的免稅儲蓄賬戶或註冊退休儲蓄計劃的核心位置。希望FTS股票在任何給定的年份都不是最佳表現者,但當市場最終對那些令人興奮的股票變得不那麼友好時,我願意打賭福特斯能承受的損失較小。

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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