3 High-Growth TSX Stocks to Buy in August 2024
3 High-Growth TSX Stocks to Buy in August 2024
Finding the right high-growth TSX stocks to buy in this current environment isn't easy. After all, valuations are high. Canadian stocks are often known for their boring and rather consistent returns — relative to other stocks in global markets, that can be enticing to the average investor.
在当前环境中找到合适的高成长的tsx股票并不容易。毕竟,估值很高。相对于全球市场中的其他股票,加拿大股票通常因其无聊而相对稳定的回报而著称,这可能吸引普通投资者。
The thing is, there are a few exciting TSX stocks worth considering right now. Here are three of my top picks in this regard.
问题是,目前有几只令人兴奋的TSX股票值得考虑。以下是我在这方面的三个首选。
Shopify
shopify
Shopify (TSX:SHOP) is one of the largest e-commerce companies offering essential internet infrastructure for commerce. It has two business segments: subscription solutions and merchant solutions. The company powers numerous businesses in more than 175 countries.
Shopify (tsx: SHOP)是最大的电子商务公司之一,为商业提供必要的互联网基础设施。它有两个业务部门:订阅解决方案和商家解决方案。该公司在175个以上的国家和地区托管了多家企业。
In the first quarter of 2024, Shopify reported 23% revenue growth year over year and 29% growth in adjusted sales for its logistics business. Moreover, the company reported an increase in gross merchandise value by 23% to US$60.9 billion. The market expects this growth trend to continue, and in most respects, the company looks well-positioned to do so.
2024年第一季度,Shopify报告了收入同比增长23%和调整后销售增长29%的业绩。此外,该公司报告其毛商品价值增长23%至609亿美元。市场预计这种增长趋势将继续下去,在大多数方面,该公司看起来处于良好的位置。
Indeed, over the past five years, Shopify has remained a top TSX performer, with total gains over this period of more than 120%. Now, this stock is considerably down from its peak, and much of that has to do with the difficult comps ascribed to the pandemic.
的确,在过去的五年中,Shopify一直是最佳的TSX表现者,该股票在此期间的总收益超过了120%。现在,这只股票距离其峰值有很大的差距,很大程度上是由于大流行所致。
But as sales continue to grow at a double-digit pace over the long term, I think this is a stock worth buying on its recent dip. At around $100 per share, this stock looks fairly valued, and I can see much more upside from here if interest rate cuts spur additional e-commerce activity.
但随着长期销售的双位数增长,我认为这是一只值得在最近的低价时买入的股票。在每股100美元左右的价格水平上,这只股票看起来是公平价值的,如果利率降低刺激了更多的电子商务活动,我可以看到更多的上涨空间。
Constellation Software
Constellation Software
Constellation Software (TSX:CSU) is a Canadian-based company that develops and customizes software for private and public sector markets. The company specializes in acquiring, managing and building vertical-specific businesses. Importantly, Constellation Software serves several markets, such as credit unions, communications, tour operators, and others.
Constellation Software (tsx:CSU)是一家加拿大公司,为私营和公共部门市场开发和定制软件。该公司专门收购、管理和建立垂直特定业务。重要的是,Constellation Software服务于多个市场,如信用社、通信、旅游运营商等。
In the first quarter of 2024, Constellation Software reported a net income of US$74 million and total comprehensive income of US$25 million. Revenue came in at US$2.5 billion, and net cash flows from operating activities were US$737 million, with free cash flow available to shareholders of US$446 million.
2024年第一季度,Constellation Software报告净收入7400万美元、总综合收入2500万美元。营业收入为25亿美元,运营活动的净现金流为73700万美元,可用于股东的自由现金流为44600万美元。
Unlike other tech companies, Constellation Software focuses on buying profitable companies and leveraging them to enhance their success. This business model has led to exponential growth, with the company reporting earnings per share growth of 30% annually over the past three years. Unless something is broken, don't fix it. I think that saying goes well for this tech stock.
与其他科技公司不同,Constellation Software专注于购买盈利公司,并利用它们提高业绩。这种业务模式以指数级增长为特征,该公司报告每股收益增长了每年30%。除非有什么东西已经坏了,否则不要修理它。我认为这句话也适用于这只科技股。
Boyd Group
Boyd Group
Boyd Group (TSX:BYD) is one of the largest automotive companies in Canada. The company operates under the Boyd Autobody & Glass and Assured Automotive banner in Canada and Gerber Collision & Glass in the United States. The company is one of the largest operators of non-franchised collision repair centres in North America and a major retail auto glass operator in the United States.
Boyd Group (TSX:BYD)是加拿大最大的汽车公司之一。该公司在加拿大运营以Boyd Autobody & Glass和Assured Automotive为标志,在美国则为Gerber Collision & Glass。该公司是北美最大的非特许碰撞修复中心之一,也是美国主要的零售汽车玻璃操作商之一。
In the first quarter of 2024, Boyd Group reported sales of US$786.5 million and net earnings of US$8.4 million. Moreover, the company reported adjusted EBITDA of US$81.7 million, and total sales increased by 10% year-over-year, with an increase in same-store sales by 2.2%.
2024年第一季度,Boyd Group报告销售额78650万美元,净收益840万美元。此外,该公司报告调整后EBITDA为8170万美元,总销售额同比增长10%,同店销售额增长了2.2%。
Like Constellation, Boyd has grown over the years using a growth-by-acquisition model. While the company's stock price has been down recently, I think this dip is one worth buying. Long-term trends for automobiles staying on the roads longer should benefit Boyd and its core business. Accordingly, those looking for growth don't have to look far — this appears to be a stock worth buying on this dip.
像Constellation一样,Boyd多年来采用收购增长模式进行增长。虽然公司的股价最近有所下跌,但我认为这是一个值得买入的机会。长期来看,汽车留在路上的趋势应该会使Boyd及其核心业务受益。因此,那些寻求增长的人不必大费周折,这似乎是一只值得在这个低价上买入的股票。