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3 Dividend Stocks to Buy Before the Bull Market Returns

3 Dividend Stocks to Buy Before the Bull Market Returns

牛市回归前应买入的3只分红股票
InvestorPlace ·  2022/09/26 12:22

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As we near the end of the third quarter, the U.S. stock market is approaching new lows. As volatility increases, investors are becoming more emotional as many portfolios continue to rack up losses. As a result, some investors are looking for safer places to put their money before the stock market rebounds. Specifically, they are seeking dividend stocks to buy before the bull market returns.

随着第三季度接近尾声,美国股市正接近新低。随着波动性的增加,投资者变得更加情绪化,因为许多投资组合继续蒙受损失。因此,一些投资者正在寻找更安全的地方,在股市反弹之前将资金投入。具体地说,他们正在寻找在牛市回归之前买入的股息股票。

Dividend stocks can often be safe havens for investors, even if short-term selling pressures knock the share prices lower. The reason for that is simple: Companies good enough to consistently pay out dividends often have consistent businesses.

股息股往往是投资者的避风港,即使短期抛售压力压低了股价。原因很简单:有能力持续派发股息的公司往往业务始终如一。

It takes discipline and consistency for companies to raise their dividends each year. In other words, their cash flow must be at least somewhat dependable, and their management must be fiscally responsible. The companies that are able to meet that criteria for decades do so because they have great businesses.

公司每年都要提高股息,这需要纪律和一致性。换句话说,他们的现金流必须至少在一定程度上是可靠的,他们的管理层必须对财务负责。那些能够在几十年内达到这一标准的公司之所以这样做,是因为它们拥有伟大的业务。

Yet these stocks can often tumble because of the market's selloff. With all of that in mind, let's look at three dividend stocks to buy before the bull market returns.

然而,这些股票往往会因为市场的抛售而暴跌。考虑到这一切,让我们看看在牛市回归之前应该买入的三只股息股票。

Ticker Company Current Price O Realty Income $60.86 HD Home Depot $270.90 JNJ Johnson & Johnson $166.23
Ticker公司现价O房地产收入$60.86HD Home Depot$270.90 JNJ强生$166.23

Dividend Stocks to Buy Before the Bull Market Returns: Realty Income (O)

在牛市回归前买入的股息股票:房地产收入(O)

Source: Shutterstock
消息来源:Shutterstock

I had an alert set for Realty Income (NYSE:O) at $62 that went off late last week, as its shares continue to plunge lower. The stock has now fallen for six straight weeks and has suffered a peak-to-trough loss of 24.8% in that stretch. Ouch!

我把警报设为房地产收入(纽约证券交易所股票代码:O)上周晚些时候跌至62美元,其股价继续下跌。该股现在已经连续六周下跌,在此期间从峰顶到谷底的跌幅为24.8%。唉哟!

Higher interest rates and rising borrowing rates disproportionately impact real estate and REITs. Even though it's one of the best operators in the space, Realty Income has come under pressure as a result of this trend.

更高的利率和不断上升的借款利率对房地产和REITs的影响不成比例。尽管它是该领域最好的运营商之一,但由于这一趋势,房地产收入受到了压力。

That said, investors ought to consider Realty's history. Known as "The Monthly Dividend Company," O stock has become incredibly dependable over the decades. Not only does it pay a monthly dividend, but it has raised its dividend for 99 straight quarters. From the company:

话虽如此,投资者应该考虑一下Realty的历史。O股被称为“月度分红公司”,几十年来已经变得令人难以置信地可靠。它不仅每月支付股息,而且已经连续99个季度提高了股息。来自该公司:

"To date, the company has declared 627 consecutive common stock monthly dividends throughout its 53-year operating history and increased the dividend 117 times since Realty Income's public listing in 1994."

到目前为止,该公司在其53年的经营历史中已经连续宣布了627次普通股每月股息,自1994年Realty Income上市以来,股息增加了117倍。

Now yielding 4.8%, Realty Income has not only paid a dividend, but it has raised its payout through the bear market of 2000 to 2002 and the Great Financial Crisis of 2008.

房地产收入现在的收益率为4.8%,它不仅支付了股息,还在2000年至2002年的熊市和2008年的大金融危机中提高了派息。

Dividend Stocks to Buy: Home Depot (HD)

要购买的股息股票:家得宝(Home Depot)

Source: Rob Wilson / Shutterstock.com
消息来源:罗布·威尔逊/Shutterstock.com

As previously noted, the housing and real estate markets are likely to come under pressure. The extent to which that will impact Home Depot (NYSE:HD), Lowe's (NYSE:LOW) and other home improvement stores remains to be seen. Additionally, a recession may occur, negatively impacting consumer spending.

如前所述,住房和房地产市场可能会面临压力。这将在多大程度上影响家得宝(纽约证券交易所代码:HD),劳氏(纽约证券交易所:)和其他家装商店仍有待观察。此外,可能会出现经济衰退,对消费者支出产生负面影响。

Yet at some point investors need to take a closer look at these companies. Specifically, Home Depot stock is down 36% from its high and has a 2.8% dividend yield.

然而,在某个时候,投资者需要更仔细地观察这些公司。具体地说,家得宝的股价从高点下跌了36%,股息率为2.8%。

There are companies growing more rapidly than Home Depot, but the stock trades at a reasonable valuation of 16 times analysts' average 2022 earnings estimate, which calls for a 6.7% increase in its profits this year.

有一些公司的增长速度比家得宝更快,但该公司股票的合理估值为分析师2022年平均收益预期的16倍,这意味着该公司今年的利润将增长6.7%。

More impressively, the company has put a major focus on its dividend in recent years. Home Depot has raised its payout for 12 straight years, and its dividend has increased by an average of about 16% over the past five years. With a payout ratio of just 45%, its dividend should be safe even in the event of a drawn-out recession.

更令人印象深刻的是,该公司近年来将主要重点放在了股息上。家得宝已连续12年提高派息,过去五年股息平均增加约16%。由于派息率只有45%,即使在长期衰退的情况下,它的股息也应该是安全的。

Investors who want to buy the shares of a company with a long history of dividend increases can consider buying Lowe's shares even though it yields just 2.2%.

如果投资者想要购买一家长期增加股息的公司的股票,可以考虑购买Lowe的股票,尽管它的收益率只有2.2%。

Johnson & Johnson (JNJ)

强生(JNJ)

Source: Alexander Tolstykh / Shutterstock.com
消息来源:Alexander Tolstikh/Shutterstock.com

There are so many great dividend stocks to buy before the bull market returns. Really, this list could include 15 or 20 stocks. Narrowing it down to just three names was not an easy task, but Johnson & Johnson (NYSE:JNJ) definitely has to be included.

在牛市回归之前,有如此多的红利股票可以买入。真的,这份名单可能包括15到20只股票。将范围缩小到只有三个名字并不是一件容易的事情,但强生(纽约证券交易所代码:JNJ)肯定要被包括在内。

The stock has been relatively resilient amid the bear market, as its shares are down "just" 10% from their all-time high. While a 10% decline is not normally good, consider that the S&P 500 index has tumbled more than 23%.

在熊市中,该股相对坚挺,其股价仅比历史最高水平下跌了10%。虽然10%的降幅通常不是好事,但考虑到标准普尔500指数指数暴跌超过23%。

The company has not only paid, but raised its dividend, which currently yields 2.7%, for 59 consecutive years. Despite bear markets, high inflation, recessions and more, J&J has continued to pay out and raise its dividend. Analysts' average estimates call for low-single-digit-percentage earnings and revenue growth this year.

该公司不仅支付了费用,而且已提高它的股息,目前的收益率为2.7%,连续59年。尽管经历了熊市、高通胀、经济衰退等问题,强生仍在继续派发股息并提高股息。分析师的平均预期是,今年的盈利和营收将出现较低的个位数百分比增长。

But at this point, investors are accumulating JNJ stock because of its dependability and durability.

但在这一点上,投资者正在积累JNJ的股票,因为它的可靠性和耐用性。

For example, earlier this month the company announced a $5 billion share buyback plan and reaffirmed its full-year guidance. Like I said: JNJ is dependable.

例如,本月早些时候,该公司宣布了一项50亿美元的股票回购计划,并重申了全年业绩指引。就像我说的:JNJ是可靠的。

On the date of publication, Bret Kenwell did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

截至发稿之日,布雷特·肯威尔并未(直接或间接)持有本文所述证券的任何头寸。本文中表达的观点是作者的观点,受InvestorPlace.com发布指南的约束。

Bret Kenwell is the manager and author of Future Blue Chips and is on Twitter @BretKenwell.

布雷特·肯威尔是未来蓝筹股的经理和作者,他的推特是@BretKenwell。

The post 3 Dividend Stocks to Buy Before the Bull Market Returns appeared first on InvestorPlace.

在牛市回报之前买入的后3只股息股票首先出现在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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