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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

7 在最近的市場大屠殺期間保持良好的頂級股票
InvestorPlace ·  2021/10/11 06:00

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InvestorPlace-股票市場新聞、股票建議和交易提示

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.

過去幾年我們看到的市場動盪令人難以置信。從一場大流行開始,投資者就坐在了前排,可以看到只要有一點貨幣和財政刺激,經濟就能反彈到多大程度。儘管如此,那些投資於有持久力應對這種波動的頂級股票的人,比那些擁有高風險投資組合的人表現得要好得多。

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).

事實上,投資者現在有理由對建立投資組合持謹慎態度。我們還沒有完全擺脱這場大流行。利率仍然很低,但這種情況可能會在瞬間改變(而且可能會改變)。

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.

正如我們在最近的債務上限邊緣政策中看到的那樣,我們看到的大部分經濟復甦都與聯邦政府承擔日益沉重的債務負擔的能力息息相關。

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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.

這一切將如何發展仍不確定。事實上,我們看到的股市持續上漲似乎讓投資者確信,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,那些尋找頂級股票以對抗未來任何波動的人,可能希望認真看看那些在之前的衝擊中表現良好的公司。這七隻頂級股票都是在大流行期間表現優異的公司。然而,這些公司也有繼續跑贏大盤的潛力。

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

讓我們來看看為什麼這些頂級股票現在應該在投資者的投資組合中佔有一席之地:

  • Pfizer (NYSE:PFE)
  • Netflix (NASDAQ:NFLX)
  • Zoom (NASDAQ:ZM)
  • Teladoc (NYSE:TDOC)
  • Pinterest (NYSE:PINS)
  • Match Group (NASDAQ:MTCH)
  • Doordash (NYSE:DASH)
  • 輝瑞公司(紐約證券交易所市場代碼:PFE)
  • 網飛(納斯達克:nflx)
  • 縮放(納斯達克:ZM)
  • Teladoc(紐約證券交易所代碼:TDOC)
  • 帕利(紐約證券交易所代碼:PINS)
  • 匹配組(納斯達克:MTCH)
  • DoorDash(紐約證券交易所:破折號)

Top Stocks: Pfizer (PFE)

頂級股票:輝瑞(Pfizer)

Source: Manuel Esteban / Shutterstock.com
來源:曼努埃爾·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.

有人可能會説,輝瑞是整個疫情期間最好的股票之一,這一想法是當然的。作為冠狀病毒疫苗的主要供應商之一,輝瑞從降臨在我們身上的災難中受益。

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,人們也可以辯稱,在大流行之前,輝瑞從根本上來説是便宜的。這是一家市值巨大的製藥公司,擁有最令人印象深刻的藥品管道之一。對於那些尋找具有穩定長期增長前景的公司的人來説,輝瑞從長遠來看一直是一個很好的選擇。

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.

話雖如此,大型製藥公司的估值已今非昔比。事實上,這隻股票仍然處於互聯網泡沫水平(它從未真正完全恢復到顯著的新高)。因此,人們可能還會認為這隻股票是增長部門中的落後者。

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.

輝瑞目前的估值僅為市盈率的18倍,再加上3.7%的股息收益率,實在是太豐厚了,不能錯過。無論是好是壞,這是一家收益率類似債券的公司,收益率處於合理水平。對於那些擔心疫情繼續蔓延的人來説,它也是一家有着極好增長軌跡的公司。

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

在我看來,輝瑞目前是一隻不需要動腦筋就可以持有的股票,特別是對於那些擔心即將到來的另一場大屠殺的人來説。

Netflix (NFLX)

網飛(Netflix)

Source: Riccosta / Shutterstock.com
來源: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.

由於這場大流行,整個“Netflix and Chill”一詞被提升到了一個新的水平。在幾乎沒有其他選擇的情況下,消費者繼續尋找在家裏娛樂自己的方法。

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

作為全球領先的流媒體提供商,Netflix繼續要求較高的估值倍數,因為投資者預計家庭娛樂將繼續強勁。

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.

很難反駁這一邏輯。多年的剪線和流媒體應用創造了強勁的長期增長催化劑。作為這一領域最早的參與者之一,Netflix一直是這一趨勢的主要受益者。

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

那些看好流媒體業務長期增長潛力的人會喜歡Netflix的主導市場地位。

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,其他競爭對手,如迪斯尼(紐約證券交易所代碼:DIS)和亞馬遜(納斯達克:AMZN)正在積極擴張到流媒體世界。然而,Netflix的先發優勢和根深蒂固的客户基礎仍然是該公司的實力源泉。

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長期提價和保持更高利潤率能力的人會喜歡這隻股票。從任何想象力來看,它都不是一隻廉價的成長型股票。然而,對於許多看好流媒體領域長期潛力的成長型投資者來説,Netflix仍然是最好的股票之一。

Top Stocks to Buy: Zoom (ZM)

最值得買入的股票:Zom(ZM)

Source: Michael Vi / Shutterstock.com
來源: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.

流感大流行的另一個直接受益者是Zoom,它最近遭遇了一些困難。事實上,與大流行後的高點相比,這一數字已經下跌了一半以上。隨着企業和消費者尋求低成本的視頻會議技術,這家公司的整個業務以天文數字的方式騰飛,人們對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?

現在,投資者不得不問的問題是,商業世界是否發生了結構性變化。當我們回到辦公室時,視頻會議的增長是進入平臺期還是直線下降?

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.

這些擔憂是有道理的,並在這些水平上計入了Zoom的估值。事實上,我認為,隨着ZM股票最近的下跌,市場可能已經過度拋售了這隻成長型股票。

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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的市盈率為77倍,與許多行業相比並不便宜。然而,與該公司今年早些時候的交易價格相比,這對超增長投資者來説是一個終身的折扣。

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是我目前觀察名單上的一隻投機性成長型股票。那些認為這種模式已經正式轉變,十年後我們將看到更多數字會議的人,可能想要考慮ZM股票的這些水平。

Teladoc (TDOC)

Teladoc(TDOC)

Source: Piotr Swat / Shutterstock.com
來源: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.

與Zoom類似,Teladoc是一家經歷了股價暴漲和崩盤的公司。事實上,這是又一次大流行後的反彈,已經下跌了50%以上。然而,與Zoom類似,看好遠程醫療長期軌跡的投資者將喜歡這隻股票在這些水平上。

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還沒有盈利,所以更難對其進行估值。然而,有一個強有力的論據表明,遠程醫療可能會長期存在。

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.

最近幾個季度,該公司在收入增長方面表現出了強勁的實力。TeleDoc最近幾個季度保持了三位數的收入增長,表明其平臺的實力以及供應商對其服務的需求。

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,該公司還投資了各種與心理健康相關的服務,這是Teladoc認為可以完全轉型為以在線為導向的業務的細分市場之一。我認為這篇論文有一定的可信度,並認為TDOC的股票目前值得一看。

Top Stocks to Buy: Pinterest (PINS)

最值得購買的股票:Pinterest(Pins)

Source: Nopparat Khokthong / Shutterstock.com
來源: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.

社交媒體是在最近的這場市場大屠殺中表現良好的另一個行業。這場大流行為Pinterest等公司提供了強勁的順風,使其實現了超乎尋常的增長。

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.

儘管Pins的數據相當令人印象深刻,但其股價實際上一直低於最近的收益。Pinterest的收入增長達到了兩位數,每用户平均收入(ARPU)的增長遠遠高於行業平均水平。

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

然而,最近總活躍用户有所下降,導致一些投資者質疑該平臺的增長。

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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.

該公司指出,國際業務增長依然強勁,其中大部分損失發生在國內的桌面用户身上。我認為這種區別很重要。這是一家擁有強大的長期增長基本面的公司,在疫情導致的天文數字增長之後,正在經歷一段時間的平臺期。

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.

這家公司能恢復到疫情驅動的增長水平嗎?時間會證明一切。然而,那些看好支撐這隻股票的長期基本面催化劑的人可能會喜歡它現在的交易水平。

Match Group (MTCH)

匹配組(MTCH)

Source: Lori Butcher / Shutterstock.com
來源: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.

一家我認為一方面是大流行引發的成功,另一方面又是大流行重啟的公司,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.

這家領先的在線約會平臺最近表現出了令人印象深刻的增長。該公司去年的收入增長了17%,收入達到24億美元。太令人印象深刻了。也許更令人印象深刻的是該公司的底線表現,2020年淨收入為7.46億美元。

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.

分析師對2021年將帶來什麼的估計各不相同。然而,我認為投資者有理由繼續看好該公司的近期、中期和長期前景。

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,這是一場與最好的世界級品牌之間的在線約會遊戲。Match擁有Tinder、PlentyOfFish、Match.com(當然)等許多知名網站。因此,投資者通過這家企業集團獲得對這一領域的廣泛、有針對性的敞口。

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.

事實上,那些看好在線約會市場增長潛力的人可能會考慮將Match的價格從其歷史最高水平下調約10%。這不是一家經常上市的公司(這對看漲的人來説是件好事),所以平均買入可能是獲得這個名字的最好方式。

Doordash (DASH)

DoorDash(破折號)

Source: Sundry Photography / Shutterstock.com
來源: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.

隨着疫情的蔓延,餐館紛紛關門。這是我們許多人寧願忘記的噩夢(在某些地方仍在進行中),這些餐廳的關閉為外賣公司提供了蓬勃發展的機會。DoorDash是離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.

這個在線送餐平臺將消費者與餐廳聯繫起來,並協調訂單的提貨和送貨。這種商業模式迫使許多投資者和消費者一度問道:“為什麼?”已經成為我們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,像這份名單上的許多公司一樣,投資者需要問問他們是否認為這隻股票有長期的未來。那些認為傳統餐飲模式已被正式顛覆的人不必擔心。

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

那些擔心隨着消費者選擇面對面用餐而不是在家用餐,送貨服務將繼續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.

就我個人而言,我認為DoorDash提供了一種為其消費者基礎創建實用程序的服務。考慮到競爭的外賣服務的數量,特別是在地區市場,競爭仍然是我擔心的問題。

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.

話雖如此,這家公司很好地管理了最近的大屠殺,而且仍處於增長狀態。尋找高風險、高回報賭注的投資者可能會考慮這隻股票。

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.

截至發稿之日,克里斯·麥克唐納並未(直接或間接)持有本文所述證券的任何頭寸。本文表達的觀點是作者的觀點,以InvestorPlace.com為準出版指南.

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·麥克唐納對投資的熱愛促使他攻讀了金融MBA學位,並在過去15年裏在企業融資和風險投資領域擔任過多個管理職務。他過去擔任金融分析師的經驗,加上他熱衷於尋找被低估的增長機會,有助於他保守的長期投資視角。

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

在最近的市場大屠殺中表現良好的7大股票首先出現在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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