2 High-Growth TSX Stars Poised to Dominate the Canadian Market in 2025
2 High-Growth TSX Stars Poised to Dominate the Canadian Market in 2025
Don't sleep on the high-growth TSX stocks, as the Canadian stock market looks to pull back a bit going into mid-January. Undoubtedly, with the S&P 500 nearly halfway to a correction following Friday's job number, questions linger as to whether 2025 will be a breather year after two consecutive years' worth of impressive double-digit returns for the American market.
不要忽視高增長的TSX股票,因爲加拿大股市在進入1月中旬時似乎會有所回調。毫無疑問,鑑於S&P 500在週五的就業數據公佈後幾乎進入了修正的中途,關於2025年是否會是經歷連續兩年令人印象深刻的雙位數回報後的喘息年,依然令人關注。
Though it's difficult to tell, I still think young investors should look into buying growth stocks on weakness. In this piece, we'll have a closer look at two high-growth names that are trading at relatively reasonable multiples. As always, if we are looking at a correction to start the year, be ready to buy on the way down incrementally. Indeed, it's hard to catch a bottom in the market or in any individual name.
雖然很難判斷,但我仍然認爲年輕投資者應該考慮在市場下跌時買入成長股票。在這篇文章中,我們將更仔細地關注兩個在相對合理倍數交易的高增長公司。和往常一樣,如果我們看到年初有修正的跡象,準備在回調時逐步買入。確實,很難在市場上或在任何個股中找到底部。
That's why buying partial positions only makes sense. With 2025 starting things off in a volatile fashion, dollar-cost averaging (DCA), I believe, stands out as something that new investors should look to in order to deal with any potential wild swings thrown their way.
這就是爲什麼僅買入部分頭寸是合理的原因。2025年以波動的方式開局,我相信,定投(DCA)將是新投資者在應對可能出現的劇烈波動時應該關注的東西。
Shopify
Shopify
First, we have e-commerce titan Shopify (TSX:SHOP), whose shares recently retreated below the $150 per-share level. Now down around 13% from 52-week highs, those who may have missed the autumn post-earnings melt-up may have another shot to get in at a fairly reasonable price of admission while the stock is trading at just north of 74 times forward price to earnings (P/E).
首先,我們有電子商務巨頭Shopify(TSX:SHOP),其股票最近回落到每股150美元以下。現在比52周高點下跌了大約13%,那些可能錯過秋季業績後反彈的人,可能會有另一個機會以相對合理的價格入場,因爲該股票的前瞻市盈率(P/E)僅在74倍以上。
Of course, that's not a huge bargain by any stretch, but for one of Canada's growthiest and fast-rising large-cap tech stocks, I'd argue that the stock is very fairly priced given the potential tailwinds that could catapult it over the next five years. Indeed, near-term pain tolerance may be needed to jump into this one, so do be ready to average down should the stock be on a round-trip right back to the $113 level, a level where there seems to be a good level of support.
當然,這並不是一個巨大的便宜,但對於加拿大增長最快的大型科技股票之一,我認爲,考慮到未來五年可能的有利因素,該股票的定價非常合理。實際上,可能需要在短期內承受一些痛苦才能進入這一領域,因此如果股票價格回落到113美元的水平,請做好平均成本的準備,那個水平似乎有一個良好的壓力位。
The $193.5 billion tech innovator has come a long way. And with a recent upgrade from an analyst over at Wedbush Securities over the "dominant" position its platform has, I couldn't be more bullish on the latest slump.
這家估值1935億的科技創新公司走過了很長一段路。而且由於Wedbush證券的分析師近期對其平台的"主導"地位進行了升級,我對這次下跌感到非常看好。
Descartes Group
Descartes集團
Descartes Group (TSX:DSG) is one of the more underrated tech stocks on the TSX Index, but a name that longer-term growth investors should place on their radars this year. The stock, which trades at 50.5 times forward P/E, isn't exactly a cheap name, but compared to the magnitude of growth on the horizon, I think such a premium is worth paying up for. With a $13.8 billion market cap, Descartes is one of the lesser-known tech players in Canada.
德卡特斯集團(TSX:DSG)是TSX指數上較被低估的科技股票之一,但應該引起長期增長投資者的關注。這隻股票的前瞻市盈率爲50.5倍,雖然不算便宜,但與未來增長的潛力相比,我認爲這樣的溢價是值得支付的。德卡特斯市值達到138億美元,是加拿大較不爲人知的科技公司之一。
Still, the supply chain and logistics solutions provider has a lengthy runway for growth and perhaps the ability to continue outpacing the TSX Index while exhibiting far less volatility (0.74 beta, which entails lower market risk). Despite falling 7% off recent highs, the stock is still up 46% over the past year. As such, the momentum is still intact, making DSG an opportunistic buy on the dip.
儘管如此,這家供應鏈和物流解決方案提供商仍有較長的增長空間,或許有能力繼續超過TSX指數,同時表現出較低的波動性(0.74的貝塔值,意味着較低的市場風險)。儘管近期從高點下跌了7%,但該股票在過去一年仍上漲了46%。因此,動能仍然保持,DSG在回調時是一個難得的買入機會。
譯文內容由第三人軟體翻譯。
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