TFSA Investors: 1 Top Stock to Buy While It's Still on Sale
TFSA Investors: 1 Top Stock to Buy While It's Still on Sale
With the TSX Index recently surging to new all-time highs, TFSA (Tax-Free Savings Account) investors may wonder if there are still decent deals to be had. Undoubtedly, the TSX Index may be in breakout mode, but there are still tons of deep-value options, especially compared to the U.S. indices (the S&P 500, but mainly the tech-heavy Nasdaq 100 exchange).
由于TSX指数最近大幅上涨至创新高,自由储蓄账户(TFSA)的投资者可能会想知道是否仍然有不错的交易机会。毫无疑问,TSX指数可能处于突破模式,但与美国指数相比(标普500指数,主要是重科技的纳斯达克100交易所),仍然存在许多深值选择。
Indeed, the TSX Index will likely always be a heck of a lot cheaper than the indices south of the border. That is, until tech sags for the long haul while energy and financials outperform on a relative basis, something that I viewed as unsustainable over extended periods.
毫无疑问,TSX指数很可能始终比边境以南的指数便宜得多。也就是说,在科技长期低迷而能源和金融相对强劲表现,我认为这种情况在长期内是不可持续的。
Either way, the TSX Index is finally having a moment to shine, and while it's off to the races of the U.S. stock markets as well, I would not be too surprised if the TSX Index and the many value names stand to outperform over the next several quarters. Indeed, just because the TSX is at new heights doesn't mean there's a lack of opportunities out there for TFSA investors seeking to grab a nice discount after the very choppy summer season we've faced.
无论如何,TSX指数终于有了发光的时刻,虽然它也在美国股市走强,但我不会太惊讶如果TSX指数和许多价值股在接下来的几个季度表现出色。事实上,TSX指数创新高并不意味着对于寻求在我们面临的动荡夏季之后寻找折扣的自由储蓄账户投资者而言没有机会。
Without further ado, here's one top Canadian growth stock that may be a great bet right here as we inch into the month of September.
废话不多说,下面是一只加拿大顶级成长股,可能是一个很好的赌注,进入九月份之际。
Aritzia
Aritzia
Aritzia (TSX:ATZ) is a Canadian women's clothing retailer that's quietly beaten the market this year, with shares of ATZ now up 64% year to date. Indeed, fashion can be a tough place to invest in. Not only do fashions go in and out based on unpredictable trends, but fashionable goods tend to go way out of favour when the economy gets rocked.
Aritzia(TSX:ATZ)是一家加拿大女装零售商,今年在市场上默默地超过了市场,ATZ股票的涨幅已达到今年的64%。确实,时尚界是一个投资困难的地方。时尚潮流的变化是无法预测的,而当经济受到冲击时,时尚商品往往会被抛弃。
Looking ahead, the Canadian economy could stumble upon hard times. Whether we're talking about looming railway strikes, artificial intelligence displacement, or the plethora of other issues that could hit economic growth, Canada's economy seems to be in a fragile state. Either way, Aritzia stock looks quite cheap, at least relative to its long-term growth profile.
展望未来,加拿大经济可能会遇到困难时期。无论是关于迫在眉睫的铁路罢工、人工智能取代还是其他可能影响经济增长的问题,加拿大经济似乎处于脆弱状态。无论如何,相对于其长期增长潜力,Aritzia的股票看起来相当便宜。
At writing, the $5 billion clothing retailer trades at a rather hefty 65.4 times trailing price-to-earnings (P/E) multiple. The real value, I believe, lies in its U.S. expansion plan. If the Canadian economy proves to be a rough ride over the next 18 months, the company needs to get its expansion right. And if it can, I see lots of growth runway as the Canadian clothing retailer looks to take market share away from some firms who may have been caught flat-footed.
目前,这家价值500亿美元的服饰零售商的股票的市盈率水平达到了相当高的65.4倍。我认为,其真正的价值在于其在美国的扩张计划。如果加拿大经济在接下来的18个月内变得艰难,公司需要在扩张方面把握好机会。如果能够做到这一点,我认为作为加拿大服装零售商的Aritzia将能够从一些可能一手被擒的公司那里夺取市场份额。
At the end of the day, Aritzia is small enough such that any modest share-taking can result in drastic earnings upside. All considered, Aritzia is a fantastic mid-cap growth stock for the extremely long haul. If you're a young TFSA, the name is definitely worth stashing on the radar or buying (incrementally) on the way up. Sure, shares may be a tad too hot (and expensive) for most right here. But after a pullback, the name may be worth stashing in a TFSA for years and decades at a time.
在一天结束时,Aritzia是足够小的公司,任何适度增长都可能导致巨大的收益增长。考虑到一切,Aritzia是一只非常适合长远投资的中型增长股。如果你是一个年轻的TFSA投资者,这个名字绝对值得关注或者在上涨时买入(逐步增加)。当然,在此处,股票可能有点过热(和昂贵),对大多数人来说可能太贵了。但在回调之后,长时间将其置于TFSA中可能是值得的。