2 High-Flying Stocks Set to Soar by Year's End!
2 High-Flying Stocks Set to Soar by Year's End!
With the broader markets picking up momentum, investors may wish to look closely at the breakout names that may have further to fly as we head into election season and, shortly after, Santa Claus rally season. Undoubtedly, buying stocks on strength can be a risky proposition, especially if you're paying a big, fat premium to historical averages.
隨着更廣泛市場動能的提振,投資者可能希望密切關注那些突破性股票,這些股票在進入選舉季節和聖誕老人的節日之際,可能會有進一步上漲的空間。毫無疑問,在強勢股票上買入股票可能是一個風險投機,尤其是如果你付出了比歷史平均水平高出很多的溢價。
That said, if the fundamentals have improved in the past year to justify the higher multiple, I think it makes sense to pay a somewhat higher multiple for a fantastic business that's firing on all cylinders with tailwinds at its back.
儘管如此,如果基本面在過去一年有所改善,以證明更高的倍數是合理的,我認爲爲一家業務全面運行並受到順風支持的夢幻般的公司支付略高的倍數是有道理的。
Undoubtedly, the great Warren Buffett once noted that it's far better to pay a "fair price" for shares of what he deems as a "wonderful business" than the other way around. Indeed, cigar-butt investing (buying dirt-cheap stocks of companies that aren't all so wonderful) can have its drawbacks.
毫無疑問,偉大的禾倫·巴菲特曾經指出,爲所謂的「美妙業務」的股票支付一個「公平價格」要好得多,而不是相反。的確,菸蒂投資(購買那些並不那麼美好的公司的廉價股票)可能會有其缺點。
And for those inexperienced with picking up deep-value bargains, one may end up wandering into a value trap. Either way, here are hot stocks that I find to be cheap with more upside potential for the rest of this fourth quarter.
對於那些沒有經驗去撿便宜貨的人來說,他們可能最終會陷入價值陷阱。總之,這裏是我發現便宜但在本季度剩下時間裏有更多上行潛力的熱門股票。
While I have no idea if they're set to soar (they arguably already have) any further, I do think the following names are great additions for those with a time horizon between four and six years.
雖然我不知道它們是否會進一步飆升(它們可以說已經了),但我認爲以下名字對於那些時間跨度在四到六年之間的人來說是非常好的增值。
Fairfax Financial Holdings
Fairfax Financial Holdings
It's about time we gave Prem Watsa, the genius manager behind Fairfax Financial Holdings (TSX:FFH) more credit. With shares up a scorching-hot 177% in the past two years, Fairfax has actually put the TSX Index to shame. Indeed, I don't think the run is over with, either. The company keeps making smart, deep-value moves in the Canadian market.
是時候給弗萊·沃特薩(Fairfax Financial Holdings (TSX:FFH)背後的天才經理)更多的讚譽了。在過去兩年裏,這家公司的股價飆升了驚人的177%,實際上,Fairfax讓 TSX指數感到羞愧。我認爲這波市場尚未結束。這家公司繼續在加拿大市場上進行聰明的、具有深度價值的舉動。
Whether we're talking about the acquisition of Sleep Country Canada, the largest sleep retailer in the country, or the more recent purchase of a controlling stake in hockey brand Bauer (a personal favourite of mine!), Fairfax has not shied away from swinging at the low-cost opportunities thrown in its strike zone.
無論我們是在談論收購睡眠樂園加拿大(該國最大的睡眠零售商),還是最近在曲棍球品牌Bauer中控股,Fairfax從未遠離在其罷工區內抓住的低成本機會。
In a prior piece, I highlighted that there was no shortage of bargain-priced businesses in Canada and that Fairfax could really jolt its business by pulling the trigger on them as their targets stumble across hard times. As rates fall and Fairfax continues to make smart deals, I think FFH stock's market-beating ways can continue on.
早些時候我強調過在加拿大沒有缺少廉價的業務,費爾法克斯可以通過對它們開火,使其業務獲得真正的推動,因爲它們的目標在困難時期跌倒。隨着利率下降,費爾法克斯繼續達成聰明交易,我認爲FFH股票的市場表現方式仍將繼續。
In any case, the stock goes for 7.7 times trailing price-to-earnings to go with a 1.2% dividend yield. With a nice dividend, a cheap multiple, and continued momentum, I'd not hesitate to scoop up shares this October.
無論如何,該股票的市盈率爲7.7倍,配備了1.2%的股息率。憑藉豐厚的股息、低廉的倍數和持續的勢頭,我會毫不猶豫地在今年十月買入股票。
Royal Bank of Canada
Royal Bank of Canada
Royal Bank of Canada (TSX:RY) stock is on a hot run of its own, now up 40% in the past two years. Indeed, the $246.2 billion banking top dog has left its peers in the dust. Though shares are markedly pricier than some of its peers at 15.4 times trailing price-to-earnings, I still think the stock is more than buyable at $174 per share.
加拿大皇家銀行(tsx:RY)股票自主運營,過去兩年已上漲40%。的確,這家價值2462億加元的銀行巨頭已將其同行遠遠甩在腳後。儘管股價在15.4倍的市盈率方面要高於一些同行,但我仍認爲以每股174美元的價格買入該股票絕對可行。
However, I would hope for a pullback before really piling into shares. Given Royal's impressive strengths and the likelihood the Canadian economy could improve in the new year, I'm not so sure that dip-buyers will get the correction they're looking for. Maybe buy a quarter position here with the intent of putting the other three-quarters to work after a plunge.
不過,我希望在真正買入股票之前能看到一次回調。鑑於皇家銀行的強勁實力以及加拿大經濟可能在新年有所改善的可能性,我不太確定抄底買家是否會得到他們所期待的修正。也許在此處先買入四分之一的倉位,然後準備在暴跌後將其他四分之三投入運作。
譯文內容由第三人軟體翻譯。