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7 Consumer Stocks to Buy and Hold for Years

7 Consumer Stocks to Buy and Hold for Years

購買並持有7只消費類股票多年
InvestorPlace ·  2022/08/04 12:00

InvestorPlace - Stock Market News, Stock Advice & Trading Tips

InvestorPlace-股票市場新聞、股票建議和交易提示

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.

雖然通脹、利率和可能的經濟衰退等擔憂繼續對股市構成挑戰,但這並不意味着你應該袖手旁觀。相反,你應該仍然活躍在市場上,專注於高質量、有彈性的名稱,這些名稱可以安然度過可能出現的任何額外的不確定性。例如,用這些消費類股買入並持有。

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.

當我説“買入並持有”是什麼意思?這些股票不是用來交易的。他們也不是在單一催化劑之前買入股票,只是在所説的催化劑用完後才賣出。不,這些是要買的股票,打算持有多年。經歷了牛市和熊市。

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.

這樣做肯定會在兩個方面帶來回報。第一,通過穩定派發股息。第二,通過逐步升值。總而言之,這可以帶來豐厚的回報。哪些是最值得購買和持有的消費類股票?想想這七個,除了一個之外,所有的都在我的投資組合評分器.

CALM
平靜
Cal-Maine Foods $51.98
加州緬因州食品公司51.98美元
GIS
GIS
General Mills $75.64
通用磨坊75.64美元
HSY
HSY
Hershey Company $226.42
好時公司226.42美元
KO
高鬆年
Coca-Cola $64.05
可口可樂64.05美元
POST
郵政
Post Holdings $88.49
Post Holdings$88.49
PPC
購買力平價
Pilgrim's Pride $31.05
《朝聖者的驕傲》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)

消費類股買入並持有:Cal-Maine Foods(平靜)

Source: Casimiro PT / Shutterstock.com
來源: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.

總部設在密西西比州里奇蘭的卡爾-緬因州食品公司(納斯達克:KAME)是領先的雞蛋生產商。它銷售的雞蛋品牌包括Egg-Land‘s Best和Land O’Lake。今年到目前為止,這種消費必需品的股票表現非常好。

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.

不斷上漲的價格抵消了不斷上漲的成本,比如玉米和大豆價格的飆升,用來餵養下蛋的雞。過去一年,該公司營收飆升,盈利已回升至數年來未曾見過的水平。不過,儘管今年到目前為止,Calm股票上漲了44%,但現在進入長期頭寸還不算太晚。

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.

鑑於其定價能力,食品通脹將繼續對加州緬因州有利。雖然可以説是一隻價值型股票,市盈率低至10.3倍,但無可否認,它並不是一隻高收益的股票。其遠期股息收益率僅為0.93%。然而,如果高收益持續下去,它有很大的空間提高這一派息。

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

這隻股票在我的公司中獲得“A”級評級投資組合評分器.

General Mills (GIS)

通用磨坊(General Mills)(GIS)

Source: designs by Jack / Shutterstock.com
來源:Jack/Shutterstock.com設計

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(紐約證券交易所代碼:GIS)幾乎不需要介紹。擁有數十個受歡迎的食品品牌,從Cheerios到Yopait,很容易理解為什麼它的股票是最值得買入和持有的消費類股票之一。

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.

生產日常食品,這是一項抗衰退的業務。儘管該公司一直面臨通脹壓力,但上個季度,儘管原料、勞動力和運輸成本持續上漲,它還是設法提高了毛利率。這是向前發展的好兆頭。即使通脹持續存在,該公司仍有能力實現收益增長,儘管增長可能在個位數範圍內。

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.

這將使公司能夠繼續提高股息(目前的遠期收益率為2.93%)。此外,隨着收益的增加,地理信息系統的股票可能會繼續走高。以有利的估值(18.5倍的收益)交易,考慮將其作為長期頭寸。

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

這隻股票在我的公司中獲得“A”級評級投資組合評分器.

Hershey Company (HSY)

好時公司(Hershey Company)

Source: George Sheldon / Shutterstock.com
來源: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.

好時公司(紐約證券交易所代碼:HSY)是另一家成功領先於通脹一步的著名食品公司。正如我上個月討論的那樣,這家糖果和零食公司在最新的季度收益報告中發佈了強勁的數據。它還提高了指引。

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,在股市下跌的一年裏,HSY股價上漲也就不足為奇了。雖然主要股指仍處於兩位數的低位,但今年到目前為止,這隻股票的漲幅達到了兩位數(12.95%)。不過,這並不意味着現在就讓這隻甜蜜的股票成為你投資組合中的長期持有者還為時已晚。

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.

從長期來看,好時可能會隨着收益的增加而繼續增長。其1.65%的股息收益率將提高其總回報。特別是在這種支出隨着時間的推移而增加的情況下。該公司有13年的股息增長記錄。過去五年,它的股息平均每年增加7.83%。

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

這隻股票在我的公司中獲得“A”級評級投資組合評分器.

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

應買入並持有的消費類股:可口可樂(Coca-Cola)

Source: Tetiana Shumbasova / Shutterstock.com
來源: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.

沒有一份最佳長期消費類股的清單是不完整的,除非提到可口可樂(紐約證券交易所代碼:KO)。可口可樂是藍籌股的典型代表,它擁有強勁的資產負債表、高利潤率和深厚的經濟護城河。

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.

它也有用持續增長的股息回報KO股票投資者的歷史。連續59年提高派息,它不僅是股息貴族,也是股息之王。在數以千計的上市公司中,只有幾十家屬於這一類別。

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.

儘管今年上漲了6.26%,但它的表現並不像上面和下面討論的其他一些消費類股那樣強勁。即便如此,我也不認為該公司未來的回報率可能會低於平均水平。除了股息(2.79%的遠期收益率)產生穩定的收入來源外,適度的收益增長將使其能夠在較長時間內實現更高的價格。

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

這隻股票在我的公司中獲得“B”評級。投資組合評分器.

Post Holdings (POST)

郵政控股(Post Holdings)

Source: JHVEPhoto / Shutterstock.com
來源: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).

最出名的是其穀物品牌,波斯特控股(紐約證券交易所股票代碼:POST)也參與了包裝食品業務的其他領域。它還涉足粉末和即飲蛋白質業務,但最近剝離了這一領域,現在被稱為貝爾環品牌(紐約證券交易所代碼: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.

儘管由於通脹壓力,毛利率受到了打擊,但價格上漲使該公司上個季度的調整後EBITDA比去年同期增長了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.

憑藉穩定的、抗衰退的業務,該公司將繼續產生穩定的現金流。它可以利用這筆運營現金流(過去12個月為5.679億美元)進行新的補充性收購,以補充其現有業務。或者,它可以用這筆現金來削減63億美元的長期債務頭寸。任何一種選擇都可以幫助後股票投資者創造長期價值。

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

這隻股票在我的公司中獲得“A”級評級投資組合評分器.

Pilgrim's Pride (PPC)

《朝聖者的驕傲》(PPC)

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

作為家禽和豬肉產品的生產國,高食品價格一直是《朝聖者的驕傲》(納斯達克:ppc)。通脹和俄烏戰爭引發的供應衝擊導致了更高的原料成本,但這家公司一直能夠將這些上漲轉嫁給消費者。

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.

結果是什麼呢?其盈利能力大幅躍升。該公司上一季度的每股收益為1.50美元,較上年同期的每股虧損68美元大幅增長。價格上漲的積極影響已被考慮到購買力平價股票的估值中。在過去的12個月裏上漲了大約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,《朝聖者的驕傲》在近期和長期內仍具有吸引力。目前的趨勢表明,財政表現將繼續強勁。隨着現金流的增加,它可以實現股東價值最大化。無論是通過股票回購,還是通過償還長期債務。

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

這隻股票在我的公司中獲得“A”級評級投資組合評分器.

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

購買並持有的消費類股票:Hostess Brands(TWNK)

Source: LunaseeStudios / Shutterstock.com
來源: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,在成功扭虧為盈之後,女主人品牌納斯達克(Sequoia Capital:TWNK)通過特殊目的收購公司(SPAC)合併再次上市。自那以來,這家以Twinkies品牌聞名的休閒食品公司的股價表現良好,股價上漲了一倍多。

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.

這是一項無論順境還是逆境都表現良好的業務。也許在像現在這樣的艱難時期更是如此,那裏廉價的舒適食品可能非常有吸引力。這表明該公司將繼續保持強勁的經營業績。TWNK的股票目前不支付股息,但情況可能不會永遠如此。

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.

缺乏股息可能也不會限制其隨着時間的推移實現價格升值的能力。它可以通過穩定的收益增長來實現這一點,這將證明更高的股價是合理的。具有吸引力的定價是2022年預期收益的22.8倍,這是消費類股中另一個值得考慮的長期策略之一。

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

這隻股票在我的公司中獲得“A”級評級投資組合評分器.

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·納維利耶在《平靜與購買力平價》中持有多頭頭寸。Louis Navellier並無(直接或間接)持有本文所述證券的任何其他頭寸。主要負責本文的InvestorPlace Research工作人員沒有(直接或間接)持有本文提到的證券的任何頭寸。

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

多年來要買入並持有的7只消費類股票首先出現在InvestorPlace上。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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