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7 Consumer Stocks to Buy and Hold for Years

7 Consumer Stocks to Buy and Hold for Years

购买并持有7只消费类股票多年
InvestorPlace ·  2022/08/04 12:00

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While concerns like inflation, interest rates, and a possible recession continue to challenge stocks, that doesn't mean you should be sitting on the sidelines. Rather, you should be still active in the markets, focusing on high quality, resilient names, that can ride out any additional uncertainty that may arise. For instance, with these consumer stocks to buy and hold.

虽然通胀、利率和可能的经济衰退等担忧继续对股市构成挑战,但这并不意味着你应该袖手旁观。相反,你应该仍然活跃在市场上,专注于高质量、有弹性的名称,这些名称可以安然度过可能出现的任何额外的不确定性。例如,用这些消费类股买入并持有。

What do I mean when I say "to buy and hold?" These aren't stocks to trade. Nor are they stocks to buy ahead of a single catalyst, only to sell once said catalyst plays out. No, these are the stocks to buy, with the intention of holding them for many years. Through bull and bear markets.

当我说“买入并持有”是什么意思?这些股票不是用来交易的。他们也不是在单一催化剂之前买入股票,只是在所说的催化剂用完后才卖出。不,这些是要买的股票,打算持有多年。经历了牛市和熊市。

Doing so stands to pay off in two ways. First, through the payment of steady dividends. Second, through gradual appreciation. Together, this can result in solid returns. What are some of the best consumer stocks to buy and hold? Consider these seven, all but one of which earn an "A" rating in my Portfolio Grader.

这样做肯定会在两个方面带来回报。第一,通过稳定派发股息。第二,通过逐步升值。总而言之,这可以带来丰厚的回报。哪些是最值得购买和持有的消费类股票?想想这七个,除了一个之外,所有的都在我的投资组合评分器.

CALM
平静
Cal-Maine Foods $51.98
加州缅因州食品公司51.98美元
GIS
GIS
General Mills $75.64
通用磨坊75.64美元
HSY
HSY
Hershey Company $226.42
好时公司226.42美元
KO
高松年
Coca-Cola $64.05
可口可乐64.05美元
POST
邮政
Post Holdings $88.49
Post Holdings$88.49
PPC
购买力平价
Pilgrim's Pride $31.05
《朝圣者的骄傲》31.05美元
TWNK
TWNK
Hostess Brands $22.95
女主人品牌22.95美元

Consumer Stocks to Buy and Hold: Cal-Maine Foods (CALM)

消费类股买入并持有:Cal-Maine Foods(平静)

Source: Casimiro PT / Shutterstock.com
来源:Casimiro PT/Shutterstock.com

Based in Ridgeland, Mississippi, Cal-Maine Foods (NASDAQ:CALM) is a leading egg producer. It markets eggs under brands such as Egg-Land's Best and Land O' Lakes. Shares in this consumer staples stock have held up very well year-to-date.

总部设在密西西比州里奇兰的卡尔-缅因州食品公司(纳斯达克:KAME)是领先的鸡蛋生产商。它销售的鸡蛋品牌包括Egg-Land‘s Best和Land O’Lake。今年到目前为止,这种消费必需品的股票表现非常好。

Rising prices have countered rising costs, such as the soaring price of corn and soybeans, to feed the chickens that lay the eggs. Revenues have soared in the past year, and earnings have surged back to levels not seen in several years. But while CALM stock is up 44% year-to-date, it's not too late to enter a long-term position.

不断上涨的价格抵消了不断上涨的成本,比如玉米和大豆价格的飙升,用来喂养下蛋的鸡。过去一年,该公司营收飙升,盈利已回升至数年来未曾见过的水平。不过,尽管今年到目前为止,Calm股票上涨了44%,但现在进入长期头寸还不算太晚。

Given its pricing power, food inflation stands to continue working in Cal-Maine's favor. While arguably a value stock, with its low price-to-earnings ratio of 10.3x, admittedly it's not a high-yielder. Its forward dividend yield is only 0.93%. However, if high earnings continue, it has plenty of room to raise this payout.

鉴于其定价能力,食品通胀将继续对加州缅因州有利。虽然可以说是一只价值型股票,市盈率低至10.3倍,但无可否认,它并不是一只高收益的股票。其远期股息收益率仅为0.93%。然而,如果高收益持续下去,它有很大的空间提高这一派息。

This stock earns an "A" rating in my Portfolio Grader.

这只股票在我的公司中获得“A”级评级投资组合评分器.

General Mills (GIS)

通用磨坊(General Mills)(GIS)

Source: designs by Jack / Shutterstock.com
来源:Jack/Shutterstock.com设计

One of the best known foods companies, General Mills (NYSE:GIS) needs little introduction. Owning scores of popular food brands, from Cheerios to Yoplait, it's easy to see why its shares are one of the best consumer stocks to buy and hold.

最知名的食品公司之一,通用磨坊(纽约证券交易所代码:GIS)几乎不需要介绍。拥有数十个受欢迎的食品品牌,从Cheerios到Yopait,很容易理解为什么它的股票是最值得买入和持有的消费类股票之一。

Producing everyday food items, it's a recession resistant business. Although it's been facing inflation pressures, last quarter it managed to raise gross margins, despite the continued rise of ingredient, labor, and shipping costs. This bodes well going forward. Even if inflation persists, the company could still be able to deliver earnings growth, albeit growth that will likely be in the single-digit range.

生产日常食品,这是一项抗衰退的业务。尽管该公司一直面临通胀压力,但上个季度,尽管原料、劳动力和运输成本持续上涨,它还是设法提高了毛利率。这是向前发展的好兆头。即使通胀持续存在,该公司仍有能力实现收益增长,尽管增长可能在个位数范围内。

This will enable the company to continue raising its dividend (current forward yield of 2.93%). Also, GIS stock will likely continue moving higher, in tandem with increased earnings. Trading at a favorable valuation (18.5x earnings), consider making it a long-term position.

这将使公司能够继续提高股息(目前的远期收益率为2.93%)。此外,随着收益的增加,地理信息系统的股票可能会继续走高。以有利的估值(18.5倍的收益)交易,考虑将其作为长期头寸。

This stock earns an "A" rating in my Portfolio Grader.

这只股票在我的公司中获得“A”级评级投资组合评分器.

Hershey Company (HSY)

好时公司(Hershey Company)

Source: George Sheldon / Shutterstock.com
来源:George Sheldon/Shutterstock.com

Hershey Company (NYSE:HSY) is another famous food company that's managed to stay one step ahead of inflation. As I discussed last month, the confectionary and snack company delivered strong numbers in its latest quarterly earnings report. It also raised its guidance.

好时公司(纽约证券交易所代码:HSY)是另一家成功领先于通胀一步的著名食品公司。正如我上个月讨论的那样,这家糖果和零食公司在最新的季度收益报告中发布了强劲的数据。它还提高了指引。

With this, it's no surprise HSY stock is up in a down year for stocks. While major indices remain underwater by double-digits, this stock is up by double-digits (12.95%) year-to-date (or YTD). Still, that doesn't mean it's too late to make this sweet stock a long-term holding in your portfolio.

因此,在股市下跌的一年里,HSY股价上涨也就不足为奇了。虽然主要股指仍处于两位数的低位,但今年到目前为止,这只股票的涨幅达到了两位数(12.95%)。不过,这并不意味着现在就让这只甜蜜的股票成为你投资组合中的长期持有者还为时已晚。

Over the long-term, Hershey will likely continue to rise in line with increased earnings. Its 1.65% dividend yield will boost its total returns. Especially as this payout increases with time. The company has a thirteen year track record of dividend growth. It's increased its dividend an average of 7.83% annually over the past five years.

从长期来看,好时可能会随着收益的增加而继续增长。其1.65%的股息收益率将提高其总回报。特别是在这种支出随着时间的推移而增加的情况下。该公司有13年的股息增长记录。过去五年,它的股息平均每年增加7.83%。

This stock earns an "A" rating in my Portfolio Grader.

这只股票在我的公司中获得“A”级评级投资组合评分器.

Consumer Stocks to Buy and Hold: Coca-Cola (KO)

应买入并持有的消费类股:可口可乐(Coca-Cola)

Source: Tetiana Shumbasova / Shutterstock.com
来源:Tetiana Shumbasova/Shutterstock.com

No list of the best long-term consumer stocks would be complete without mentioning Coca-Cola (NYSE:KO). A prime example of a blue chip stock, Coca-Cola has a strong balance sheet, high margins and a deep economic moat.

没有一份最佳长期消费类股的清单是不完整的,除非提到可口可乐(纽约证券交易所代码:KO)。可口可乐是蓝筹股的典型代表,它拥有强劲的资产负债表、高利润率和深厚的经济护城河。

It also has a history of rewarding KO stock investors with a consistently-growing dividend. Raising its payout 59 years in a row, it's not just a dividend aristocrat, but a dividend king as well. Out of thousands of publicly-traded companies, only a few dozen are in that category.

它也有用持续增长的股息回报KO股票投资者的历史。连续59年提高派息,它不仅是股息贵族,也是股息之王。在数以千计的上市公司中,只有几十家属于这一类别。

While up for the year (6.26%), it hasn't performed as strongly as some of the other consumer stocks discussed above and below. Even so, I wouldn't say it's likely to deliver subpar returns going forward. Besides its dividend (2.79% forward yield) generating a steady stream of income, modest levels of earnings growth will enable it to achieve higher prices over a long timeframe.

尽管今年上涨了6.26%,但它的表现并不像上面和下面讨论的其他一些消费类股那样强劲。即便如此,我也不认为该公司未来的回报率可能会低于平均水平。除了股息(2.79%的远期收益率)产生稳定的收入来源外,适度的收益增长将使其能够在较长时间内实现更高的价格。

This stock earns an "B" rating in my Portfolio Grader.

这只股票在我的公司中获得“B”评级。投资组合评分器.

Post Holdings (POST)

邮政控股(Post Holdings)

Source: JHVEPhoto / Shutterstock.com
来源:JHVEPhoto/Shutterstock.com

Best known for its cereal brands, Post Holdings (NYSE:POST) is involved in other areas of the packaged foods business as well. It was also involved in the powdered and ready-to-drink protein business, yet recently spun off this segment, now known as BellRing Brands (NYSE:BRBR).

最出名的是其谷物品牌,波斯特控股(纽约证券交易所股票代码:POST)也参与了包装食品业务的其他领域。它还涉足粉末和即饮蛋白质业务,但最近剥离了这一领域,现在被称为贝尔环品牌(纽约证券交易所代码:BRBR)。

Although its gross margins have taken a hit due to inflationary pressures, increased prices enabled the company to increase its adjusted EBITDA last quarter by 3.7% compared to the prior year's quarter.

尽管由于通胀压力,毛利率受到了打击,但价格上涨使该公司上个季度的调整后EBITDA比去年同期增长了3.7%。

With a steady, recession-resistant business, the company stands to continue producing consistent cash flow. It can use this operating cash flow ($567.9 million over the past twelve months) to either make new bolt-on acquisitions that complement its existing business. Or, it could use the cash to pare down its $6.3 billion long-term debt position. Either option could help create long-term value for POST stock investors.

凭借稳定的、抗衰退的业务,该公司将继续产生稳定的现金流。它可以利用这笔运营现金流(过去12个月为5.679亿美元)进行新的补充性收购,以补充其现有业务。或者,它可以用这笔现金来削减63亿美元的长期债务头寸。任何一种选择都可以帮助后股票投资者创造长期价值。

This stock earns an "A" rating in my Portfolio Grader.

这只股票在我的公司中获得“A”级评级投资组合评分器.

Pilgrim's Pride (PPC)

《朝圣者的骄傲》(PPC)

Source: T. Schneider / Shutterstock.com
来源:T.Schneider/Shutterstock.com

A producer of poultry and pork products, high food prices have been a tailwind for Pilgrim's Pride (NASDAQ:PPC). Inflation and the supply shocks stemming from the Russia-Ukraine war have resulted in higher ingredient costs, but this company has been able to pass along these increases on the consumer.

作为家禽和猪肉产品的生产国,高食品价格一直是《朝圣者的骄傲》(纳斯达克:ppc)。通胀和俄乌战争引发的供应冲击导致了更高的原料成本,但这家公司一直能够将这些上涨转嫁给消费者。

The result? A big jump in its profitability. Earnings last quarter clocked in at $1.50 per share, a massive increase from the 68 per share loss it reported in the prior year's quarter. The positive impact of higher prices has been factored into the valuation of PPC stock. It's up around 48% over the past twelve months.

结果是什么呢?其盈利能力大幅跃升。该公司上一季度的每股收益为1.50美元,较上年同期的每股亏损68美元大幅增长。价格上涨的积极影响已被考虑到购买力平价股票的估值中。在过去的12个月里上涨了大约48%。

Even so, Pilgrim's Pride is still appealing, both in the near and long-term. Current trends point to continued strong fiscal performance. With its increased cash flow, it can maximize shareholder value. Whether through share repurchases, or from paying down its long-term debt.

即便如此,《朝圣者的骄傲》在近期和长期内仍具有吸引力。目前的趋势表明,财政表现将继续强劲。随着现金流的增加,它可以实现股东价值最大化。无论是通过股票回购,还是通过偿还长期债务。

This stock earns an "A" rating in my Portfolio Grader.

这只股票在我的公司中获得“A”级评级投资组合评分器.

Consumer Stocks to Buy and Hold: Hostess Brands (TWNK)

购买并持有的消费类股票:Hostess Brands(TWNK)

Source: LunaseeStudios / Shutterstock.com
来源:LunaseeStudios/Shutterstock.com

Six years ago, after a successful turnaround, Hostess Brands (NASDAQ:TWNK) went public again, via a special purpose acquisition company (SPAC) merger. Shares in the snack foods company, famous for its Twinkies brand, have performed well since then, more than doubling in price.

六年前,在成功扭亏为盈之后,女主人品牌纳斯达克(Sequoia Capital:TWNK)通过特殊目的收购公司(SPAC)合并再次上市。自那以来,这家以Twinkies品牌闻名的休闲食品公司的股价表现良好,股价上涨了一倍多。

It's a business that performs well in good times and bad. Perhaps more so in tough times such as these, where its inexpensive comfort foods can be very appealing. This points to continued strong operating performance. TWNK stock currently does not pay a dividend, yet that may not be the case forever.

这是一项无论顺境还是逆境都表现良好的业务。也许在像现在这样的艰难时期更是如此,那里廉价的舒适食品可能非常有吸引力。这表明该公司将继续保持强劲的经营业绩。TWNK的股票目前不支付股息,但情况可能不会永远如此。

A lack of dividend likely will not limit its ability to appreciate in price over time, either. It could achieve this through steady earnings growth, which will justify a higher stock price. Attractively-priced at 22.8x estimated 2022 earnings, this is another one of the long-term plays to consider among consumer stocks.

缺乏股息可能也不会限制其随着时间的推移实现价格升值的能力。它可以通过稳定的收益增长来实现这一点,这将证明更高的股价是合理的。具有吸引力的定价是2022年预期收益的22.8倍,这是消费类股中另一个值得考虑的长期策略之一。

This stock earns an "A" rating in my Portfolio Grader.

这只股票在我的公司中获得“A”级评级投资组合评分器.

On the date of publication, Louis Navellier had a long position in CALM and PPC. Louis Navellier did not have (either directly or indirectly) any other positions in the securities mentioned in this article. The InvestorPlace Research Staff member primarily responsible for this article did not hold (either directly or indirectly) any positions in the securities mentioned in this article.

在出版之日,路易斯·纳维利耶在《平静与购买力平价》中持有多头头寸。Louis Navellier并无(直接或间接)持有本文所述证券的任何其他头寸。主要负责本文的InvestorPlace Research工作人员没有(直接或间接)持有本文提到的证券的任何头寸。

The post 7 Consumer Stocks to Buy and Hold for Years appeared first on InvestorPlace.

多年来要买入并持有的7只消费类股票首先出现在InvestorPlace上。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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