Top Canadian Stocks to Buy With $5,000 in 2025
Top Canadian Stocks to Buy With $5,000 in 2025
2024 was a great year for Canadian stocks, but 2025 looks to be a little more uncertain. With a new year upon us, it is always a good idea to look at your investment strategy and see how you can improve.
對於加拿大股市來說,2024年是豐收的一年,但2025年似乎更加不確定。新的一年即將到來,審視您的投資策略,看看如何改善總是一個好主意。
Every year, take some time to evaluate your investment strategy
每年,花點時間評估你的投資策略
For me, it is making fewer investment decisions. This means spending a little extra time thinking about the investments I want to hold for the long term.
對我來說,它做出的投資決策減少了。這意味着要多花一點時間考慮我想要長揸的投資。
I want to own the best quality businesses possible. Often, the best thing I can do is to sit on my hands and let those businesses generate the compounded returns for me.
我想擁有儘可能優質的企業。通常,我能做的最好的事情就是袖手旁觀,讓這些企業爲我創造複合回報。
I expect 2025 could have a lot more ups and downs than in 2024. That is especially likely given the many political changes that are expected to happen in the next few months.
我預計,2025年的起伏可能比2024年多得多。鑑於預計未來幾個月將發生許多政治變化,這種可能性尤其大。
Yet, I want to be more resolute in my holdings and simply stick with investing in good businesses for the long term. If I had $5,000 to invest today, here are a couple of high-quality Canadian stocks I would look to add in 2025.
但是,我希望對自己的持股更加堅定,只想長期堅持投資於好的企業。如果我今天有5,000美元可以投資,那麼我希望在2025年增加幾隻高質量的加拿大股票。
A top Canadian shipping stock
加拿大頂級航運股
TFI International (TSX:TFII) stock recently pulled back by over 10%. That might present a nice opportunity to add to this long-term compounder. While recent returns have been lacklustre, this stock has delivered a 365% total return in the past five years.
天開國際(多倫多證券交易所股票代碼:TFII)的股票最近回落了10%以上。這可能爲增加這種長期複合劑提供一個很好的機會。儘管最近的回報乏善可陳,但該股在過去五年中總回報率爲365%。
The past few years have been a tough gig for TFI. The freight and trucking market has been challenging, to say the least. It doesn't help that TFI's American less-than-truckload business has been underperforming.
過去的幾年對TFI來說是一場艱難的工作。至少可以說,貨運和卡車交通市場一直面臨着萬億美元的挑戰。TFI的美國零卡車交通業務表現不佳,這無濟於事。
The good news is that the company is expected to generate strong free cash flows for fiscal 2024. With a tough freight environment, the company should enjoy a robust mergers and acquisition environment. Management has noted it is on the hunt for a larger target in the U.S.
好消息是,預計該公司將在2024財年產生強勁的自由現金流。在艱難的貨運環境下,公司應享有良好的併購環境。管理層指出,它正在美國尋找更大的目標。
This Canadian stock trades at a considerable discount to its American peers. TFI is looking to unlock that discount through a variety of alternatives (spin-outs, sales of business segments, or mergers). Improvements in the freight environment and in its U.S. operations could result in a nice boost in cash flows in 2025 and beyond.
這隻加拿大股票的交易價格比美國同行有相當大的折扣。TFI希望通過各種替代方案(分拆出去、業務部門銷售或合併)來解鎖這種折扣。貨運環境及其美國業務的改善可能會使2025年及以後的現金流大幅增加。
A top Canadian real estate stock
加拿大頂級房地產股
Colliers International Group (TSX:CIGI) is another quality Canadian stock to consider adding in 2025. Like TFI, it has faced some near-term challenges.
高力國際集團(多倫多證券交易所股票代碼:CIGI)是另一隻考慮在2025年增加的優質加拿大股票。像TFI一樣,它也面臨着一些短期挑戰。
However, it has a long-term record of strong returns. Its stock has compounded by about 15% annually over the past 20 years. Its stock has recently pulled back by 8.5%.
但是,它有着長期的強勁回報記錄。在過去的20年中,其股票每年增長約15%。其股票最近回落了8.5%。
The company has an internationally recognized brand in the commercial real estate brokerage business. Commercial transactions have been tepid due to elevated interest rates. With rates coming down, transaction activity is starting to accelerate.
該公司在商業房地產經紀業務中擁有國際認可的品牌。由於利率上升,商業交易一直不溫不火。隨着利率的下降,交易活動開始加速。
What many in the market don't recognize is that the majority of its business is now from recurring service revenues. Asset management, engineering, project management, financing, and property management are now substantial businesses in its portfolio.
市場上許多人沒有意識到的是,其大部分業務現在來自經常性服務收入。資產管理、工程、項目管理、融資和物業管理現在是其投資組合中的重要業務。
Like TFI, Colliers is very acquisitive. In the past few years, it has drastically expanded geographically and by service category. This Canadian stock is a more diversified business than the market recognizes. As a result, you can pick it up at a reasonable valuation today.
像TFI一樣,高力也具有很強的收購能力。在過去幾年中,它在地域和服務類別方面急劇擴展。這隻加拿大股票的多元化程度比市場認可的要多。因此,您今天可以以合理的估值將其提取。
譯文內容由第三人軟體翻譯。
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