7 Mid-Cap Stocks That the Market Has Gotten All Wrong
7 Mid-Cap Stocks That the Market Has Gotten All Wrong
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
InvestorPlace-股票市场新闻、股票建议和交易提示
Investors have a lot to worry about these days. Is the economy in a recession? What is happening to the labor market? And when will the stock market recover? These questions are hard to answer, but investors can strategically buy mid-cap stocks. The best mid-cap stocks will help mitigate portfolio risk and unlock gains.
这些天来，投资者有很多需要担心的事情。经济是否陷入衰退？劳动力市场发生了什么变化？股市什么时候会复苏呢？这些问题很难回答，但投资者可以策略性地买入中型股。最好的中型股将有助于降低投资组合风险，释放收益。
Mid-cap stocks are not as volatile as small-cap stocks, and they can move faster in rallies than large-cap stocks. The seven mid-cap stocks below are very attractive now both for short-term and long-term investing. They offer strong fundamentals, solid valuations and the potential to rally much higher.
中型股的波动性不像小盘股那么大，而且在上涨时，它们可以比大盘股走得更快。下面的七只中型股对短期和长期投资都非常有吸引力。它们提供了强劲的基本面、稳健的估值和大幅上涨的潜力。
Golden Ocean Group (GOGL)
金海集团(GOGL)
Golden Ocean Group (NASDAQ:GOGL) is a shipping company that "owns and operates a fleet of dry bulk vessels comprising Newcastlemax, Capesize, Panamax, and Ultramax vessels worldwide."
金海集团(纳斯达克：GOGL)是一家航运公司，拥有并运营着一支干散货船船队，包括NewCastlemax、好望角型、巴拿马型和超大号船舶。
The stock is trading at a P/E ratio of 2.4x and it offers a forward dividend yield of 27%. This is a massive dividend yield to count on for passive income in times of great economic uncertainty.
该股目前的市盈率为2.4倍，远期股息收益率为27%。在经济非常不确定的时期，这是一个可以指望的巨额股息收益率，作为被动收入。
The analysts have a 1-year estimate target of $50 or an upside potential of 13x. The company has a stable and positive free cash flow trend which is vital for a higher stock price.
分析师们的1年预期目标为50美元，上行潜力为13倍。该公司拥有稳定和积极的自由现金流趋势，这对更高的股价至关重要。
Golden Ocean has the odds in its favor for a nice rally, creating a great buying opportunity on this list of mid-cap stocks. or this undervalued shipping stock.
黄金海有机会出现一轮漂亮的反弹，在这份中型股名单上创造了一个很好的买入机会。或者是这种被低估的航运股票。
Industrias Bachoco (IBA)
Industrias Bachoco(IBA)
Industrias Bachoco (NYSE:IBA) is "a poultry producer in Mexico and the United States. The company operates in two segments, Poultry and Others."
巴乔科工业公司*(纽约证券交易所：IBA)是一家墨西哥和美国的家禽生产商。该公司分两个部门运营，家禽和其他。
The stock has gained 8% in 2022 and is now a great value stock pick. The following key metrics support a highly undervalued stock.
该股在2022年上涨了8%，现在是一只非常有价值的股票。以下关键指标支持一只被严重低估的股票。
IBA stock has a forward price-sales ratio of 0.5x and trailing price-book ratio of 0.9x. At the same time, the firm has solid sales growth, increasing 11.58% in 2020 and 18.76% in 2021. The free cash flow trend is exceptional — both positive and consistent.
IBA股票的远期市净率为0.5倍，往绩市净率为0.9倍。与此同时，该公司的销售额稳步增长，2020年和2021年分别增长11.58%和18.76%。自由现金流的趋势是异常的--既是积极的，也是一致的。
The stock now trades at a low trailing P/E ratio of 7.1x and offers a forward dividend yield of 2.1%.
该股目前的往绩市盈率为7.1倍，远期股息收益率为2.1%。
United Natural Foods (UNFI)
联合天然食品公司(United Natural Foods)
Next on this list of mid-cap stocks is United Natural Foods (NYSE:UNFI), a distributor of "natural, organic, specialty, produce, and conventional grocery and non-food products in the United States and Canada."
这份中型股名单上的下一个是联合天然食品(纽约证券交易所：伙伴关系)，一家在美国和加拿大经销天然、有机、特产、农产品、传统杂货和非食品的经销商。
One factor that is very bullish for UNFI stock is that the firm has generated positive free cash flows even when it reported net losses. As free cash flows are used in DCF models, positive and preferably higher free cash flows over time imply a higher valuation for the stock of United Natural Foods. This has happened as free cash flow in 2020 grew by 406.66% and by 7.04% in 2021.
对Fui股票非常看涨的一个因素是，即使在报告净亏损的情况下，该公司也产生了正的自由现金流。由于在贴现现金流模型中使用自由现金流，随着时间的推移，正的、最好是更高的自由现金流意味着联合天然食品公司的股票有更高的估值。2020年自由现金流和2021年的自由现金流分别增长了406.66%和7.04%。
The shares have a PEG GAAP ratio of 0.13x and a forward price-sales ratio of 0.07x. They are very cheap, so consider adding them now to your portfolio.
这些股票的PEGGAAP比率为0.13倍，远期市盈率为0.07倍。它们非常便宜，所以考虑现在就把它们加入你的投资组合中。
Taylor Morrison Home (TMHC)
泰勒·莫里森之家(TMHC)
Taylor Morrison Home (NYSE:TMHC) is a homebuilder in the United States with homes available for sale in Arizona, California, Colorado, Florida, Nevada and Texas. The firm is also offering home financing solutions.
泰勒·莫里森之家*(纽约证券交易所：TMHC)是美国的一家住宅建筑商，在亚利桑那州、加利福尼亚州、科罗拉多州、佛罗里达州、内华达州和德克萨斯州有房屋可供出售。该公司还提供住房融资解决方案。
The decline of 30% in 2022 makes TMHC stock a deep value stock to consider investing in now.
2022年下跌30%，使TMHC股票成为现在考虑投资的高价值股票。
The business is growing and has gained momentum over the past two years, with a sales growth of 28.71% in 2020 and 22.38% in 2021. The stock is trading now at a very low trailing P/E ratio of 3.2x. This is the first indication that you can invest now in a very cheap stock.
该业务正在增长，过去两年势头强劲，2020年和2021年的销售额分别增长了28.71%和22.38%。该股目前的往绩市盈率非常低，为3.2倍。这是第一个表明你现在可以投资于非常便宜的股票的迹象。
It is good that other key metrics support this stock too. Take for instance its trailing P/S ratio of 0.4x and forward P/B ratio of 0.55x. These are signaling that TMHC is dirt-cheap stock now.
其他关键指标也支持这只股票，这是件好事。以其0.4倍的往绩市盈率和0.55倍的远期市盈率为例。这些都表明，TMHC现在是极其便宜的股票。
PotlatchDeltic (PCH)
加拿大钾肥(PotlatchDeltic)
PotlatchDeltic (NASDAQ:PCH) is a "Real Estate Investment Trust that owns approximately 1.8 million acres of timberland in Alabama, Arkansas, Idaho, Louisiana, and Mississippi." Additionally, the company "operates six sawmills, an industrial-grade plywood mill, a residential and commercial real estate development business, and a rural timberland sales program."
钾盐Deltic(纳斯达克：PCH)是一家“房地产投资信托公司，在阿拉巴马州、阿肯色州、爱达荷州、路易斯安那州和密西西比州拥有约180万英亩的林地。”此外，该公司还“经营着六家锯木厂、一家工业级胶合板厂、一家住宅和商业地产开发企业，以及一个农村林地销售项目。”
The good news to start with is that PCH stock offers a forward dividend yield of 4.4% and trades at a relatively low trailing P/E ratio of 7x.
首先，好消息是，PCH股票的远期股息收益率为4.4%，往绩市盈率相对较低，为7倍。
This business generates strong sales with a very bullish trend, with higher net income growth than sales growth. This is the best-case scenario for a company. It is the definition of business success and top financial performance.
这项业务以非常乐观的趋势产生了强劲的销售，净收入增长高于销售增长。对于一家公司来说，这是最好的情况。它是商业成功和顶级财务业绩的定义。
In 2020 and 2021 the sales growth reported was 25.85% and 28.48%, and the net income growth was 199.73% and 154.07%, respectively. The firm generates too much positive free cash flow, a catalyst for a higher stock valuation. After an explosive growth of 254.78% for free cash flow in 2020, PotlatchDeltic reported solid growth of 48.36% in 2021.
2020年和2021年报告的销售额增长分别为25.85%和28.48%，净收入增长分别为199.73%和154.07%。该公司产生了太多的正自由现金流，这是更高股票估值的催化剂。在2020年自由现金流爆炸性增长254.78%之后，PotlatchDeltic报告2021年实现了48.36%的稳健增长。
The Goodyear Tire & Rubber Company (GT)
固特异轮胎橡胶公司(GT)
The Goodyear Tire & Rubber Company (NASDAQ:GT) is a leading company selling tires.
固特异轮胎橡胶公司(纳斯达克：燃气轮机)是一家领先的轮胎销售公司。
This stock has crashed nearly 50% in 2022, but this is not a contrarian stock pick, it is a deep value stock. It is often said that a stock trading with a low P/E ratio may be a value trap. This is true if there is no growth, and the profitability is stagnant or weak. The stock has been depressed as Covid-19 hit the tire business, automotive factories closed and there was a severe disruption in the firm's business operations. After two years of net losses in 2019 and in 2020, the company returned to profitability in 2021.
这只股票在2022年暴跌了近50%，但这不是反向选股，它是一只深度价值股。人们经常说，市盈率较低的股票交易可能是价值陷阱。如果没有增长，盈利能力停滞不前或疲软，情况就是这样。由于新冠肺炎打击了轮胎业务，汽车工厂关闭，公司业务运营严重中断，该公司的股票一直受到抑制。在经历了2019年和2020年的两年净亏损后，该公司于2021年恢复盈利。
In 2021, net income soared 160.93% to $764 million and sales grew 41.86%. A very bullish factor is that even in the years of net losses, the company managed to generate positive free cash flow. A look at key metrics such as forward EV/Sales of 0.55x, forward P/S of 0.15x, and forward P/B of 0.56x shows how cheap GT stock is now.
2021年，该公司净利润飙升160.93%，至7.64亿美元，销售额增长41.86%。一个非常看好的因素是，即使在净亏损的年份，该公司仍设法产生了正的自由现金流。看看关键指标，如远期EV/销售额0.55倍，远期市盈率S 0.15倍，远期市盈率0.56倍，就可以看出GT股票现在有多便宜。
The stock could roll in fast to higher price levels.
该股可能会迅速上涨至更高的价格水平。
Avnet (AVT)
Avnet(AVT)
Avnet (NASDAQ:AVT) is a "technology solutions company" that "markets, sells, and distributes electronic components."
安富利(纳斯达克：AVT)是一家“销售、销售和分销电子元件”的“技术解决方案公司”。
Its sales growth is rather stable, which is not always a bad thing, as consistent sales are better than wild swings. The firm also generated positive free cash flow over the past four consecutive years.
它的销售增长相当稳定，这并不总是一件坏事，因为持续的销售比剧烈波动要好。在过去的四年中，该公司还产生了正的自由现金流。
A trailing PEG GAAP ratio of 0.02x, forward P/S of 0.194x, and EV/Sales of 0.21x all support a very cheap stock that can deliver exceptional, risk-adjusted returns. The key to successful investing is to find high-quality undervalued stocks to buy, and AVT is surely one of them.
0.02倍的往绩PEGGAAP比率，0.194倍的远期P/S，0.21倍的EV/销售额，都支持一只非常便宜的股票，可以提供经过风险调整的非凡回报。成功投资的关键是找到优质的被低估的股票来购买，AVT肯定是其中之一。
On the date of publication, Stavros Georgiadis, CFA 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，CFA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。
Stavros Georgiadis is a CFA charter holder, an Equity Research Analyst, and an Economist. He focuses on U.S. stocks and has his own stock market blog at thestockmarketontheinternet.com. He has written in the past various articles for other publications and can be reached on Twitter and on LinkedIn.
斯塔夫罗斯·乔治亚迪斯是CFA特许持有人、股票研究分析师和经济学家。他专注于美国股市，并在thestock market ontheinteret.com上有自己的股市博客。他过去曾为其他出版物撰写过各种文章，可以在Twitter和LinkedIn上联系到他。
The post 7 Mid-Cap Stocks That the Market Has Gotten All Wrong appeared first on InvestorPlace.
市场搞错的后7只中型股最先出现在InvestorPlace上。