7 Mid-Cap Stocks That the Market Has Gotten All Wrong
7 Mid-Cap Stocks That the Market Has Gotten All Wrong
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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.
這些天來，投資者有很多需要擔心的事情。經濟是否陷入衰退？勞動力市場發生了什麼變化？股市什麼時候會復甦呢？這些問題很難回答，但投資者可以策略性地買入中型股。最好的中型股將有助於降低投資組合風險，釋放收益。
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.
中型股的波動性不像小盤股那麼大，而且在上漲時，它們可以比大盤股走得更快。下面的七隻中型股對短期和長期投資都非常有吸引力。它們提供了強勁的基本面、穩健的估值和大幅上漲的潛力。
Golden Ocean Group (GOGL)
金海集團(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."
金海集團(納斯達克：GOGL)是一家航運公司，擁有並運營著一支幹散貨船船隊，包括NewCastlemax、好望角型、巴拿馬型和超大號船舶。
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.
該股目前的本益比為2.4倍，遠期股息收益率為27%。在經濟非常不確定的時期，這是一個可以指望的巨額股息收益率，作為被動收入。
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.
分析師們的1年預期目標為50美元，上行潛力為13倍。該公司擁有穩定和積極的自由現金流趨勢，這對更高的股價至關重要。
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.
黃金海有機會出現一輪漂亮的反彈，在這份中型股名單上創造了一個很好的買入機會。或者是這種被低估的航運股票。
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."
巴喬科工業公司*(紐約證券交易所：IBA)是一家墨西哥和美國的家禽生產商。該公司分兩個部門運營，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.
該股在2022年上漲了8%，現在是一隻非常有價值的股票。以下關鍵指標支持一隻被嚴重低估的股票。
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股票的遠期市淨率為0.5倍，往績市淨率為0.9倍。與此同時，該公司的銷售額穩步增長，2020年和2021年分別增長11.58%和18.76%。自由現金流的趨勢是異常的--既是積極的，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%.
該股目前的往績本益比為7.1倍，遠期股息收益率為2.1%。
United Natural Foods (UNFI)
聯合天然食品公司(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."
這份中型股名單上的下一個是聯合天然食品(紐約證券交易所：夥伴關係)，一家在美國和加拿大經銷天然、有機、特產、農產品、傳統雜貨和非食品的經銷商。
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.
對Fui股票非常看漲的一個因素是，即使在報告淨虧損的情況下，該公司也產生了正的自由現金流。由於在貼現現金流模型中使用自由現金流，隨著時間的推移，正的、最好是更高的自由現金流意味著聯合天然食品公司的股票有更高的估值。2020年自由現金流和2021年的自由現金流分別增長了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.
這些股票的PEGGAAP比率為0.13倍，遠期本益比為0.07倍。它們非常便宜，所以考慮現在就把它們加入你的投資組合中。
Taylor Morrison Home (TMHC)
泰勒·莫裡森之家(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·莫裡森之家*(紐約證券交易所：TMHC)是美國的一家住宅建築商，在亞利桑那州、加利福尼亞州、科羅拉多州、佛羅裡達州、內華達州和德克薩斯州有房屋可供出售。該公司還提供住房融資解決方案。
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股票成為現在考慮投資的高價值股票。
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.
該業務正在增長，過去兩年勢頭強勁，2020年和2021年的銷售額分別增長了28.71%和22.38%。該股目前的往績本益比非常低，為3.2倍。這是第一個表明你現在可以投資於非常便宜的股票的跡象。
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.
其他關鍵指標也支持這只股票，這是件好事。以其0.4倍的往績本益比和0.55倍的遠期本益比為例。這些都表明，TMHC現在是極其便宜的股票。
PotlatchDeltic (PCH)
加拿大鉀肥(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."
鉀鹽Deltic(納斯達克：PCH)是一家“房地產投資信託公司，在阿拉巴馬州、阿肯色州、愛達荷州、路易西安那州和密西西比州擁有約180萬英畝的林地。”此外，該公司還“經營著六家鋸木廠、一家工業級膠合板廠、一家住宅和商業地產開發企業，以及一個農村林地銷售專案。”
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股票的遠期股息收益率為4.4%，往績本益比相對較低，為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.
這項業務以非常樂觀的趨勢產生了強勁的銷售，淨收入增長高於銷售增長。對於一家公司來說，這是最好的情況。它是商業成功和頂級財務業績的定義。
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年報告的銷售額增長分別為25.85%和28.48%，淨收入增長分別為199.73%和154.07%。該公司產生了太多的正自由現金流，這是更高股票估值的催化劑。在2020年自由現金流爆炸性增長254.78%之後，PotlatchDeltic報告2021年實現了48.36%的穩健增長。
The Goodyear Tire & Rubber Company (GT)
固特異輪胎橡膠公司(GT)
The Goodyear Tire & Rubber Company (NASDAQ:GT) is a leading company selling tires.
固特異輪胎橡膠公司(納斯達克：燃氣輪機)是一家領先的輪胎銷售公司。
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.
這只股票在2022年暴跌了近50%，但這不是反向選股，它是一隻深度價值股。人們經常說，本益比較低的股票交易可能是價值陷阱。如果沒有增長，盈利能力停滯不前或疲軟，情況就是這樣。由於新冠肺炎打擊了輪胎業務，汽車工廠關閉，公司業務運營嚴重中斷，該公司的股票一直受到抑制。在經歷了2019年和2020年的兩年淨虧損後，該公司於2021年恢復盈利。
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，該公司淨利潤飆升160.93%，至7.64億美元，銷售額增長41.86%。一個非常看好的因素是，即使在淨虧損的年份，該公司仍設法產生了正的自由現金流。看看關鍵指標，如遠期EV/銷售額0.55倍，遠期本益比S 0.15倍，遠期本益比0.56倍，就可以看出GT股票現在有多便宜。
The stock could roll in fast to higher price levels.
該股可能會迅速上漲至更高的價格水準。
Avnet (AVT)
Avnet(AVT)
Avnet (NASDAQ:AVT) is a "technology solutions company" that "markets, sells, and distributes electronic components."
安富利(納斯達克：AVT)是一家“銷售、銷售和分銷電子元件”的“技術解決方案公司”。
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.
它的銷售增長相當穩定，這並不總是一件壞事，因為持續的銷售比劇烈波動要好。在過去的四年中，該公司還產生了正的自由現金流。
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倍的往績PEGGAAP比率，0.194倍的遠期P/S，0.21倍的EV/銷售額，都支持一隻非常便宜的股票，可以提供經過風險調整的非凡回報。成功投資的關鍵是找到優質的被低估的股票來購買，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.
截至發稿之日，CFA並未(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點，受InvestorPlace.com發佈指南的約束。
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.
斯塔夫羅斯·喬治亞迪斯是CFA特許持有人、股票研究分析師和經濟學家。他專注於美國股市，並在thestock market ontheinteret.com上有自己的股市部落客。他過去曾為其他出版物撰寫過各種文章，可以在Twitter和LinkedIn上聯繫到他。
The post 7 Mid-Cap Stocks That the Market Has Gotten All Wrong appeared first on InvestorPlace.
市場搞錯的後7只中型股最先出現在InvestorPlace上。