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2 Safe Dividend Stocks to Own in Any Market

2 Safe Dividend Stocks to Own in Any Market

在任何市場上都值得擁有的2只安全高分紅股票
The Motley Fool ·  01/12 14:15

It's time to think about positioning your portfolio with resilience in mind before volatility has a chance to send the TSX Index or S&P 500 into a correction. Indeed, it seems like this artificial intelligence (AI)-driven stock market can't seem to fall into a 10-15% decline. The tailwinds riding behind AI and optimism about the Trump administration may very well help stocks continue inching higher without taking a dip anytime soon.

在波動性有機會讓TSX指數或S&P 500出現調整之前,是時候考慮以韌性爲目標配置你的投資組合了。事實上,這個以人工智能驅動的股票市場似乎無法降到10-15%的下跌。AI的順風和對特朗普政府的樂觀態度可能會幫助股票繼續緩慢上漲,而不久後下跌。

Either way, I believe that there are some so-called "safe" dividend stocks that investors should pick up to play a bit of defence before any other investors have a chance to drive the price of admission higher. Indeed, defensive dividend stocks can be pretty boring, and while they won't gain by huge amounts as AI stocks can, I view them as playing a huge role in a portfolio.

無論如何,我相信有一些所謂的「安全」分紅股票,投資者應該在其他投資者有機會推高入場價格之前抓緊購買。事實上,防禦性分紅股票可能相當無聊,雖然它們不會像人工智能股票那樣大幅上漲,但我認爲它們在投資組合中扮演着重要角色。

Remember, stocks don't rise every single year. Eventually, the bear will return, and when it does, it's the "safe" stocks that stand to fall far less than the red-hot plays and the rest of the stock market.

請記住,股票並非每年都會上漲。最終,熊市會回歸,而當它來臨時,正是「安全」的股票會比火爆的股票和其他股票市場跌得少得多。

When it comes to high-quality defensive dividend payers that can fare rather well in almost any sort of market environment, Hydro One (TSX:H) and Loblaw (TSX:L) stand out from the pack. Let's check out each name a bit closer to see if it's worth buying for this new year.

在幾乎任何市場環境中都能表現良好的高質量防禦性分紅支付者方面,Hydro One(TSX:H)和Loblaw(TSX:L)在衆多股票中脫穎而出。讓我們更深入地查看每個名稱,以確定它是否值得在新的一年中購買。

Hydro One

Hydro One

Hydro One is more than just a utility firm; it's one of the steadiest low-beta names out there, and it's perfect for those defensive investors seeking a place to park cash ahead of a correction. The stock sports a nice 2.84% dividend yield and a below-average 0.34 beta, entailing less market risk than your average stock. Of course, the dividend yield is markedly lower than it normally stands at around 3-4%.

Hydro One不僅僅是一家公用事業公司它是市場上最穩健的低貝塔股票之一,非常適合那些希望在調整前停車資金的防禦性投資者。該股票的分紅收益率爲2.84%,貝塔值爲0.34,低於平均水平,意味着其市場風險低於普通股票。當然,分紅收益率明顯低於通常的3-4%。

Indeed, you can blame the last five years of impressive appreciation (H stock is up more than 78% in five years) for the compression in the yield. Either way, I view Hydro One as a predictable defensive that can deliver on both fronts: capital gains and dividends. As the firm looks to grow its bottom line at a 5-7% annual rate, perhaps dividend growth hunters should be willing to pay a premium for the name.

事實上,你可以歸咎於過去五年令人印象深刻的升值(H股在五年內上漲了超過78%)導致收益率被壓縮。無論如何,我認爲Hydro One是一個可預測的防禦性股票,能夠在資本增值和分紅兩方面都有所貢獻。由於公司計劃以5-7%的年增長率擴大利潤,或許分紅增長的投資者應該願意爲這個名字支付溢價。

Either way, I'm a fan of the firm's ability to bolster its transmission business over the next several years. It's a premier name that deserves every bit of its premium multiple. If anything, a richer multiple may be warranted if 2025 sees the stock market get shocked by a pullback.

無論如何,我都很喜歡這家公司在未來幾年增強其變速器業務的能力。這是一個頂尖的品牌,值得它的每一分溢價。如果有什麼的話,如果2025年股市因回調而受到衝擊,或許還應該有更高的溢價。

Loblaw

Loblaw

Loblaw is another all-weather stock that's worth buying on strength. The well-run grocer trades at 26.7 times trailing price-to-earnings, a premium to the historical average. Still, I think the momentum can continue as management takes advantage of opportunities in the Canadian grocery retail scene. Notably, consumers want lower prices as they look to recover from the recent wave of inflation.

Loblaw是另一隻值得在強勢時購買的抗跌股票。這個管理良好的超市零售商的市盈率爲26.7倍,高於歷史平均水平。不過,我認爲隨着管理層利用加拿大雜貨零售市場的機會,勢頭可以繼續。值得注意的是,消費者希望降低價格,以便從最近一波通貨膨脹中恢復過來。

Additionally, if Trump tariffs are imposed as promised, get ready for more inflation and a potential flock back to discount retailers. Not only does Loblaw offer plenty of budget options (think No Name), but it seems to be doubling down on its discount banner (think No Frills) as it seeks to take share away from rivals in the grocery scene. Indeed, it's very hard to thrive in a market where margins are as thin as they could be.

此外,如果特朗普承諾徵收關稅,準備好迎接更多的通貨膨脹並可能再次回到折扣零售商那裏。Loblaw不僅提供了很多預算選項(想想No Name),而且似乎在其折扣品牌(想想No Frills)上加倍努力,試圖從競爭對手那裏奪取市場份額。實際上,在利潤空間儘可能狹窄的市場中生存是非常困難的。

Either way, I view Loblaw as one of the firms that can not only keep up but also pull ahead. The stock is up over 185% in five years for a reason: it's a profoundly well-run retailer that can challenge on price.

無論如何,我認爲Loblaw是那些不僅能夠跟上,還能夠超越的公司之一。該股票在五年內上漲了超過185%,這是有原因的:它是一家管理非常出色的零售商,能夠在價格上與競爭對手抗衡。

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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