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7 Top Stocks That Held Up Well During This Recent Market Bloodbath

7 Top Stocks That Held Up Well During This Recent Market Bloodbath

在最近的市场大屠杀中表现良好的7只顶级股票
InvestorPlace ·  2021/10/11 06:00

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The market turmoil we've seen over the past couple of years has been incredible. Starting with a pandemic, investors got a front-row seat to watch just how impressively the economy can rebound with a little monetary and fiscal stimulus. Nonetheless, those who invested in top stocks with staying power to handle this volatility did much better than those with higher-risk portfolios.

过去几年我们看到的市场动荡令人难以置信。从一场大流行开始,投资者就坐在了前排,可以看到只要有一点货币和财政刺激,经济就能反弹到多大程度。尽管如此,那些投资于有持久力应对这种波动的顶级股票的人,比那些拥有高风险投资组合的人表现得要好得多。

Indeed, investors have reason to be cautious with building their portfolios right now. We're not entirely out of this pandemic yet. Interest rates remain low, but that can change in an instant (and just might).

事实上,投资者现在有理由对建立投资组合持谨慎态度。我们还没有完全摆脱这场大流行。利率仍然很低,但这种情况可能会在瞬间改变(而且可能会改变)。

As we've seen with the recent debt ceiling brinksmanship, much of the economic recovery we've seen is tied to the ability of the federal government to take on increasingly large debt loads.

正如我们在最近的债务上限边缘政策中看到的那样,我们看到的大部分经济复苏都与联邦政府承担日益沉重的债务负担的能力息息相关。

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How this will all play out remains uncertain. Indeed, the continued rise in equity markets we've seen seems to assure investors that things are fine for now.

这一切将如何发展仍不确定。事实上,我们看到的股市持续上涨似乎让投资者确信,目前一切都很好。

However, those looking for top stocks to battle any future volatility may want to take a hard look at companies that battled previous shocks well. These seven top stocks are all companies that have outperformed through the pandemic. However, these are also companies with the potential to continue to outperform.

然而,那些寻找顶级股票以对抗未来任何波动的人,可能希望认真看看那些在之前的冲击中表现良好的公司。这七只顶级股票都是在大流行期间表现优异的公司。然而,这些公司也有继续跑赢大盘的潜力。

Let's dive into why these top stocks may deserve a spot in investor portfolios right now:

让我们来看看为什么这些顶级股票现在应该在投资者的投资组合中占有一席之地:

  • Pfizer (NYSE:PFE)
  • Netflix (NASDAQ:NFLX)
  • Zoom (NASDAQ:ZM)
  • Teladoc (NYSE:TDOC)
  • Pinterest (NYSE:PINS)
  • Match Group (NASDAQ:MTCH)
  • Doordash (NYSE:DASH)
  • 辉瑞公司(纽约证券交易所市场代码:PFE)
  • 网飞(纳斯达克:nflx)
  • 缩放(纳斯达克:ZM)
  • Teladoc(纽约证券交易所代码:TDOC)
  • 帕利(纽约证券交易所代码:PINS)
  • 匹配组(纳斯达克:MTCH)
  • DoorDash(纽约证券交易所:破折号)

Top Stocks: Pfizer (PFE)

顶级股票:辉瑞(Pfizer)

Source: Manuel Esteban / Shutterstock.com
来源:曼努埃尔·埃斯特班/Shutterstock.com

One might say "of course" to the idea of Pfizer being one of the top stocks throughout the pandemic. As one of the key providers of coronavirus vaccines, Pfizer has benefited from the calamity that has befallen us.

有人可能会说,辉瑞是整个疫情期间最好的股票之一,这一想法是当然的。作为冠状病毒疫苗的主要供应商之一,辉瑞从降临在我们身上的灾难中受益。

However, one could also argue that Pfizer was fundamentally cheap prior to the pandemic. This is a mega-cap pharmaceutical company with one of the most impressive drug pipelines out there. For those seeking companies with steady long-term growth prospects, Pfizer has been a great pick over the long run.

然而,人们也可以辩称,在大流行之前,辉瑞从根本上来说是便宜的。这是一家市值巨大的制药公司,拥有最令人印象深刻的药品管道之一。对于那些寻找具有稳定长期增长前景的公司的人来说,辉瑞从长远来看一直是一个很好的选择。

That said, big Pharma valuations aren't what they used to be. Indeed, this is a stock that's still trading at its dot-com bubble levels (it never really fully recovered to make significant new highs). Thus, one might also view this stock as a laggard in the growth department.

话虽如此,大型制药公司的估值已今非昔比。事实上,这只股票仍然处于互联网泡沫水平(它从未真正完全恢复到显著的新高)。因此,人们可能还会认为这只股票是增长部门中的落后者。

Pfizer's current valuation of only 18-times earnings, combined with its 3.7% dividend yield is too juicy to pass up. In good times or bad, this is a company with a bond-like yield trading at reasonable levels. It's also a company with an excellent growth trajectory for those concerned about the pandemic continuing on into an endemic.

辉瑞目前的估值仅为市盈率的18倍,再加上3.7%的股息收益率,实在是太丰厚了,不能错过。无论是好是坏,这是一家收益率类似债券的公司,收益率处于合理水平。对于那些担心疫情继续蔓延的人来说,它也是一家有着极好增长轨迹的公司。

In my view, Pfizer is a no-brainer stock to hold right now, particularly for those concerned about another bloodbath on the horizon.

在我看来,辉瑞目前是一只不需要动脑筋就可以持有的股票,特别是对于那些担心即将到来的另一场大屠杀的人来说。

Netflix (NFLX)

网飞(Netflix)

Source: Riccosta / Shutterstock.com
来源:Riccosta/Shutterstock.com

The whole "Netflix and chill" term has been taken to another level as a result of the pandemic. With few other options, consumers have continued to find ways of entertaining themselves at home.

由于这场大流行,整个“Netflix and Chill”一词被提升到了一个新的水平。在几乎没有其他选择的情况下,消费者继续寻找在家里娱乐自己的方法。

As the leading streaming provider globally, Netflix continues to demand a high valuation multiple, as investors expect at-home entertainment to continue on strong.

作为全球领先的流媒体提供商,Netflix继续要求较高的估值倍数,因为投资者预计家庭娱乐将继续强劲。

It's hard to argue against that logic. Years of cord-cutting and streaming adoption have created a robust secular growth catalyst. As one of the earliest players in this space, Netflix has been a key beneficiary of this trend.

很难反驳这一逻辑。多年的剪线和流媒体应用创造了强劲的长期增长催化剂。作为这一领域最早的参与者之一,Netflix一直是这一趋势的主要受益者。

Those bullish on the long-term growth potential of streaming plays will like Netflix's dominant market position.

那些看好流媒体业务长期增长潜力的人会喜欢Netflix的主导市场地位。

Yes, other competitors such as Disney (NYSE:DIS) and Amazon (NASDAQ:AMZN) are aggressively expanding into the streaming world. However, Netflix's first-mover advantage and entrenched customer base remain a source of strength for this company.

是的,其他竞争对手,如迪斯尼(纽约证券交易所代码:DIS)和亚马逊(纳斯达克:AMZN)正在积极扩张到流媒体世界。然而,Netflix的先发优势和根深蒂固的客户基础仍然是该公司的实力源泉。

Those bullish on Netflix's ability to raise prices and hold better margins over the long-term will like this stock. It's not a cheap growth stock by any stretch of the imagination. However, Netflix remains among the top stocks for many growth investors bullish on the long-term potential of the streaming space.

那些看好Netflix长期提价和保持更高利润率能力的人会喜欢这只股票。从任何想象力来看,它都不是一只廉价的成长型股票。然而,对于许多看好流媒体领域长期潜力的成长型投资者来说,Netflix仍然是最好的股票之一。

Top Stocks to Buy: Zoom (ZM)

最值得买入的股票:Zom(ZM)

Source: Michael Vi / Shutterstock.com
来源:Michael Vi/Shutterstock.com

Another direct beneficiary of the pandemic, Zoom has had a bit of a rough go of late. Indeed, this stock has more than halved from its post-pandemic highs. That much can be expected from a company that's entire business took off in an astronomical fashion as businesses and consumers sought low-cost video conferencing technology.

流感大流行的另一个直接受益者是Zoom,它最近遭遇了一些困难。事实上,与大流行后的高点相比,这一数字已经下跌了一半以上。随着企业和消费者寻求低成本的视频会议技术,这家公司的整个业务以天文数字的方式腾飞,人们对它的期望是如此之高。

Now, the question investors have to ask is whether the business world structurally changed. Is the growth of video conferencing going to plateau or plummet as we go back to the office?

现在,投资者不得不问的问题是,商业世界是否发生了结构性变化。当我们回到办公室时,视频会议的增长是进入平台期还是直线下降?

These concerns are valid and are being baked into Zoom's valuation at these levels. Indeed, I'd argue the market may have overdone the selloff in this growth stock with the recent dip in ZM stock.

这些担忧是有道理的,并在这些水平上计入了Zoom的估值。事实上,我认为,随着ZM股票最近的下跌,市场可能已经过度抛售了这只成长型股票。

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Trading at 77-times earnings, Zoom stock isn't cheap compared to many sectors. However, this is a discount of a lifetime for hyper-growth investors compared to where this company traded earlier this year.

Zoom的市盈率为77倍,与许多行业相比并不便宜。然而,与该公司今年早些时候的交易价格相比,这对超增长投资者来说是一个终身的折扣。

Accordingly, Zoom is a speculative growth stock I've got on my watch list right now. Those who believe that the paradigm has officially shifted, and we're about to see a lot more digital meetings ten years from now, may want to consider ZM stock at these levels.

因此,Zoom是我目前观察名单上的一只投机性成长型股票。那些认为这种模式已经正式转变,十年后我们将看到更多数字会议的人,可能想要考虑ZM股票的这些水平。

Teladoc (TDOC)

Teladoc(TDOC)

Source: Piotr Swat / Shutterstock.com
来源:Piotr Swat/Shutterstock.com

Similar to Zoom, Teladoc is a company that has seen its share price boom and crash. Indeed, this is another post-pandemic rally play that has sold off by more than 50%. However, similar to Zoom, investors bullish on the long-term trajectory of telemedicine will like this stock at these levels.

与Zoom类似,Teladoc是一家经历了股价暴涨和崩盘的公司。事实上,这是又一次大流行后的反弹,已经下跌了50%以上。然而,与Zoom类似,看好远程医疗长期轨迹的投资者将喜欢这只股票在这些水平上。

Teladoc isn't yet profitable, so it's a bit more difficult to value. However, there's a strong argument to be made that telemedicine could stick around for the long haul.

Teladoc还没有盈利,所以更难对其进行估值。然而,有一个强有力的论据表明,远程医疗可能会长期存在。

The company has shown strength in growing its revenue in recent quarters. Teledoc has maintained triple-digit revenue growth in recent quarters, signaling the strength of its platform and the demand for its services from providers.

最近几个季度,该公司在收入增长方面表现出了强劲的实力。TeleDoc最近几个季度保持了三位数的收入增长,表明其平台的实力以及供应商对其服务的需求。

Additionally, the company has invested in various mental health-related services, which is among the segments Teladoc believes it can fully transform into an online-oriented business. I think there's some credence to be made for this thesis, and view TDOC stock as one that's worth taking a look at right now.

此外,该公司还投资了各种与心理健康相关的服务,这是Teladoc认为可以完全转型为以在线为导向的业务的细分市场之一。我认为这篇论文有一定的可信度,并认为TDOC的股票目前值得一看。

Top Stocks to Buy: Pinterest (PINS)

最值得购买的股票:Pinterest(Pins)

Source: Nopparat Khokthong / Shutterstock.com
来源:Nopparat Khokthong/Shutterstock.com

Social media is another sector that has done well in this recent market bloodbath. The pandemic provided strong tailwinds for companies like Pinterest to see outsized growth.

社交媒体是在最近的这场市场大屠杀中表现良好的另一个行业。这场大流行为Pinterest等公司提供了强劲的顺风,使其实现了超乎寻常的增长。

PINS stock has actually been down on recent earnings despite rather impressive numbers. Pinterest has shown revenue growth in the high double-digits, and average revenue per user (ARPU) growth substantially above the industry average.

尽管Pins的数据相当令人印象深刻,但其股价实际上一直低于最近的收益。Pinterest的收入增长达到了两位数,每用户平均收入(ARPU)的增长远远高于行业平均水平。

However, total active users have declined of late, leading some investors to question the growth on this platform.

然而,最近总活跃用户有所下降,导致一些投资者质疑该平台的增长。

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The company notes that International growth remains robust, with most of these losses occurring from desktop users domestically. I think that distinction is important. This is a company with strong long-term growth fundamentals and is experiencing a bit of a plateau after astronomical growth resulting from the pandemic.

该公司指出,国际业务增长依然强劲,其中大部分损失发生在国内的桌面用户身上。我认为这种区别很重要。这是一家拥有强大的长期增长基本面的公司,在疫情导致的天文数字增长之后,正在经历一段时间的平台期。

Can this company get back to its pandemic-driven growth levels? Time will tell. However, those bullish on the long-term fundamental catalysts underpinning this stock may like where it's trading at right now.

这家公司能恢复到疫情驱动的增长水平吗?时间会证明一切。然而,那些看好支撑这只股票的长期基本面催化剂的人可能会喜欢它现在的交易水平。

Match Group (MTCH)

匹配组(MTCH)

Source: Lori Butcher / Shutterstock.com
来源:Lori Butcher/Shutterstock.com

One company I view as a pandemic-induced success on one hand, and a pandemic reopening play on the other, is Match Group.

一家我认为一方面是大流行引发的成功,另一方面又是大流行重启的公司,就是Match Group。

This leading online dating platform has shown impressive growth of late. The company's revenue growth last year came in at 17%, with revenue touching $2.4 billion. That's impressive. Perhaps even more impressive is the company's bottom line performance, with net income for 2020 coming in at $746 million.

这家领先的在线约会平台最近表现出了令人印象深刻的增长。该公司去年的收入增长了17%,收入达到24亿美元。太令人印象深刻了。也许更令人印象深刻的是该公司的底线表现,2020年净收入为7.46亿美元。

Analyst estimates for what 2021 will bring vary. However, I think investors have reason to remain bullish on this company's near-, medium- and long-term outlook.

分析师对2021年将带来什么的估计各不相同。然而,我认为投资者有理由继续看好该公司的近期、中期和长期前景。

Well, this is an online dating play with among the best world-class brands out there. Match owns Tinder, PlentyOfFish, Match.com (of course), among many other prominent sites. Accordingly, investors get a broad, targeted exposure to this sector with this conglomerate.

嗯,这是一场与最好的世界级品牌之间的在线约会游戏。Match拥有Tinder、PlentyOfFish、Match.com(当然)等许多知名网站。因此,投资者通过这家企业集团获得对这一领域的广泛、有针对性的敞口。

Indeed, those bullish on the potential of the online dating scene to pick up may want to consider Match at a discount of roughly 10% from its all-time highs. This isn't a company that goes on sale often (which is great for bulls), so averaging your way in could be the best way to gain exposure to this name.

事实上,那些看好在线约会市场增长潜力的人可能会考虑将Match的价格从其历史最高水平下调约10%。这不是一家经常上市的公司(这对看涨的人来说是件好事),所以平均买入可能是获得这个名字的最好方式。

Doordash (DASH)

DoorDash(破折号)

Source: Sundry Photography / Shutterstock.com
来源:sundry Phototics/Shutterstock.com

With the pandemic came restaurant closures. A nightmare many of us would prefer to forget about (and still ongoing in certain places), these restaurant closures provided booming growth for food delivery companies. Among the key beneficiaries close to home has been Doordash.

随着疫情的蔓延,餐馆纷纷关门。这是我们许多人宁愿忘记的噩梦(在某些地方仍在进行中),这些餐厅的关闭为外卖公司提供了蓬勃发展的机会。DoorDash是离家很近的主要受益者之一。

This online food delivery platform connects consumers with restaurants and coordinates pickups and delivery of orders. A business model that forced many investors and consumers to once ask "why?" has become a staple of everyday life for so many of us.

这个在线送餐平台将消费者与餐厅联系起来,并协调订单的提货和送货。这种商业模式迫使许多投资者和消费者一度问道:“为什么?”已经成为我们很多人日常生活中的一道主食。

Accordingly, like many of the companies on this list, investors need to ask if they see a long-term future for this stock. Those who believe the traditional restaurant model has officially been disrupted need not worry.

因此,像这份名单上的许多公司一样,投资者需要问问他们是否认为这只股票有长期的未来。那些认为传统餐饮模式已被正式颠覆的人不必担心。

Those concerned that delivery services will continue to decline as consumers choose in-person dining over dinner at home may want to look elsewhere.

那些担心随着消费者选择面对面用餐而不是在家用餐,送货服务将继续下降的人可能想看看其他地方。

Personally, I think Doordash provides a service that creates utility for its consumer base. Competition remains the concern for me, given the number of competing food delivery services, particularly in regional markets.

就我个人而言,我认为DoorDash提供了一种为其消费者基础创建实用程序的服务。考虑到竞争的外卖服务的数量,特别是在地区市场,竞争仍然是我担心的问题。

That said, this is a company that has managed the recent bloodbath well and is still positioned for growth. Investors looking for a high-risk, high-reward bet may want to consider this stock.

话虽如此,这家公司很好地管理了最近的大屠杀,而且仍处于增长状态。寻找高风险、高回报赌注的投资者可能会考虑这只股票。

On the date of publication, Chris MacDonald 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,克里斯·麦克唐纳并未(直接或间接)持有本文所述证券的任何头寸。本文表达的观点是作者的观点,以InvestorPlace.com为准出版指南.

Chris MacDonald's love for investing led him to pursue an MBA in Finance and take on a number of management roles in corporate finance and venture capital over the past 15 years. His experience as a financial analyst in the past, coupled with his fervor for finding undervalued growth opportunities, contribute to his conservative, long-term investing perspective.

克里斯·麦克唐纳对投资的热爱促使他攻读了金融MBA学位,并在过去15年里在企业融资和风险投资领域担任过多个管理职务。他过去担任金融分析师的经验,加上他热衷于寻找被低估的增长机会,有助于他保守的长期投资视角。

The post 7 Top Stocks That Held Up Well During This Recent Market Bloodbath appeared first on InvestorPlace.

在最近的市场大屠杀中表现良好的7大股票首先出现在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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