Here Are My Top 2 TSX Stocks to Buy Right Now
Here Are My Top 2 TSX Stocks to Buy Right Now
The ongoing bull market has driven the valuations of several companies across sectors higher in the last 18 months. However, investors should note that while valuations might seem expensive, it makes little sense to await a pullback, as it's almost impossible to time the market. Instead, long-term Canadian investors should consider adding quality stocks to their portfolio at regular intervals, as a disciplined approach is key to wealth building.
在过去的18个月中,持续的牛市推动了几家公司跨行业的估值更高。然而,投资者应该注意,虽然估值可能看起来昂贵,但等待回落并无多大意义,因为几乎不可能准确时间市场。相反,长期加拿大投资者应考虑定期将优质股票加入其投资组合,因为有纪律的方法是财富积累的关键。
Keeping this in mind, here are my top two TSX stocks you can buy right now.
记住这一点,以下是我推荐的两只您可以立即买入的tsx股票。
goeasy stock
goeasy股票
Valued at $3 billion by market cap, goeasy (TSX:GSY) has returned close to 700% to shareholders in the past decade. If we adjust for dividend reinvestments, cumulative returns are closer to 900%. Despite these stellar returns, goeasy stock trades at a cheap forward price-to-earnings multiple of 11 times. Comparatively, it is forecast to expand earnings at a compound annual growth rate of 12% in the next five years.
按市值计算价值达30亿美元的Stiller恒星币公司(tsx:GSY)在过去十年为股东带来近700%的回报。如果考虑股息再投资,累计回报率接近900%。尽管有如此惊人的回报,Stiller恒星币股票的正向市盈率只有11倍。相比之下,预计其在未来五年复合年增长率为12%。
goeasy provides non-prime leasing and lending services to customers in Canada. It offers unsecured and real estate-secured installment loans, such as personal, home equity, and auto loans. Moreover, its easyhome segment leases household furniture, appliances, electronics, and computers.
goeasy为加拿大客户提供非优质租赁和贷款服务。它提供无抵押和房地产抵押分期付款贷款,如个人贷款、房屋产权贷款和汽车贷款。此外,其easyhome板块租赁家具、家电、电子产品和计算机。
While goeasy is part of a cyclical lending sector, it has increased sales from $394 million in 2019 to $746 million in 2023. In the last 12 months, its sales have risen by 17% year over year to $794.3 million. An asset-light business has enabled it to increase its operating income from $107.6 million in 2019 to $316 million in 2023.
虽然goeasy是一个周期性贷款板块的一部分,但其销售额从2019年的39400万上涨到2023年的74600万。在过去的12个月里,其销售额同比增长17%,达到79430万。轻资产业务使其从2019年的10760万提高到2023年的31600万。
goeasy's second quarter was the strongest in its history, primarily due to record originations, loan book growth, stable credit, and record earnings. It surpassed $4 billion in gross consumer loan balances and added $450 million of debt funding capacity, solidifying its position as a leader in Canada's non-prime consumer credit market.
goeasy的第二季度是其历史上最强劲的季度,主要是因为创纪录的贷款发放、贷款规模增长、稳定的信贷和记录收益。其毛消费者贷款余额超过40亿美元,并增加了4.5亿美元的债务融资能力,巩固了其作为加拿大非优质消费信贷市场领先者的地位。
In the second quarter (Q2), goeasy's credit application volume rose 34% to 665,000, while loan originations rose 24% to $827 million.
在第二季度(Q2)中,goeasy的信贷申请量增长了34%,达到665,000,而贷款发放额增长了24%,达到82700万。
goeasy stock continues to grow at an enviable pace despite a challenging macro environment. It currently trades at a 27% discount to consensus price target estimates.
goeasy股票继续以令人羡慕的速度增长,尽管面临着具有挑战性的宏观环境。目前它以比共识价格目标估计价值低27%的价格交易。
Restaurant Brands International stock
餐饮品牌国际股票
Valued at $43.4 billion by market cap, Restaurant Brands International (TSX:QSR) is among the largest companies in Canada. It owns and operates quick-service brands such as Burger King, Tim Hortons, Popeyes, Firehouse Subs, and Carrols.
餐饮品牌国际(金融交易所代码tsx:QSR)按市值计算价值为434亿美元,是加拿大最大的公司之一。它拥有并经营着包括汉堡王、蒂姆霍顿斯、炸鸡店、消防局三明治和Carrols在内的快餐品牌。
In 2023, Restaurant Brands reported system-wide sales growth of 12% year over year as revenue surpassed US$7 billion and its net income totalled US$1.7 billion. The potential for restaurant growth across smaller brands such as Carrols and Firehouse Subs should be a key driver of sales in the upcoming decade.
2023年,餐饮品牌国际报告系统范围内销售额同比增长12%,营业收入超过70亿美元,净利润总额达到17亿美元。像Carrols和消防局三明治这样的小型品牌餐厅的增长潜力应该成为未来十年销售的主要推动力。
For instance, Firehouse Subs ended 2023 with 1,200 locations and US$1.1 billion in system-wide sales. Restaurant Brands recently closed the acquisition of Carrols and is now working to remodel 600 locations over the next four years, allowing it to re-franchise most of the portfolio to smaller owner-operators.
例如,Firehouse Subs在2023年结束时拥有1,200家门店,系统销售额达到110亿美元。餐饮品牌最近收购了Carrols,并计划在未来四年内对600家门店进行翻新,从而使大部分组合能够重新特许给较小的业主经营者。
In the June quarter, Restaurant Brands International grew comparable sales by 1.9% while net restaurants were up 4%, increasing system-wide sales by 5% and adjusting operating income growth by 9.3%.
在六月季度,餐饮品牌国际的可比销售增长了1.9%,餐厅净增加了4%,将系统销售额提高了5%,并将调整营业收入增长率提高了9.3%。
The fast-food chain is now focused on strengthening its long-term positioning in the U.S. and China, the world's two largest economies.
这家快餐连锁店现在专注于加强其在美国和中国这两个世界上最大的经济体中的长期定位。
Priced at 20 times forward earnings, QSR stock is reasonably priced, given that its earnings are forecast to grow at a compound annual growth rate of almost 12% in the next five years. Moreover, it also offers shareholders a forward dividend yield of 3.3%.
以未来20倍收益定价,QSR股票定价合理,考虑到预计未来五年将以近12%的复合年增长率增长。此外,它还为股东提供了3.3%的前瞻股息率。