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Beginner Investors: 3 Top Canadian Stocks for 2024

Beginner Investors: 3 Top Canadian Stocks for 2024

初学者投资者:2024年3家加拿大顶尖股票
The Motley Fool ·  08/21 10:30

When you are new to investing, it is a smart idea to widely diversify your holdings in a wide mix of Canadian and American stocks. When you are new, you don't really know what types of stock categories or investment styles resonate with you.

当您刚开始投资时,广泛分散您的持有股票,在加拿大和美国股票的广泛组合中是一个明智的选择。当您刚开始时,您不知道什么类型的股票类别或投资风格与您产生共鸣。

You can only figure it out by actually making the investments. With time, you will start to see patterns and opportunities that you didn't see before. Likewise, you will start to compile a portfolio of stocks that fit a theme or strategy that works best for you.

只有通过实际投资才能找到答案。随着时间的推移,您会开始发现之前没有注意到的模式和机会。同样,您将开始组建一个符合您最佳的主题或策略的股票组合。

If you are a beginner investor and just want a solid mixed portfolio, here are three stocks that could help you get started.

如果您是一个初学者投资者并且只想要一个稳定的混合投资组合,这里有三只股票可以帮助您入门。

A Canadian blue-chip stock

一只加拿大蓝筹股

The Canadian rail stocks provide a nice mix of growth, stability, and income for any investment portfolio. Canadian National Railway (TSX:CNR) business has certainly stood the test of time. Its company has been in operation for more than 100 years!

加拿大铁路股票为任何投资组合提供了良好的增长、稳定性和收入。加拿大国家铁路 (TSX:CNR) 业务显然经受住了时间的考验。该公司已经运营了100多年!

CNR's network spreads across Canada and the U.S. and serves a crucial economic role in North America. As a result, it has a solid competitive moat and consistent pricing power.

CNR的网络遍布加拿大和美国,并在北美发挥着关键的经济作用。因此,它拥有坚实的竞争壕沟和持续的定价能力。

It has grown earnings per share by a 9.6% compounded annual growth (CAGR) over the past decade. It has grown its dividend per share by an even faster 13% CAGR!

过去十年间,其每股收益以9.6%的复合年增长率增长。而其每股股息的复合年增长率更快,达到了13%!

The stock has pulled back on worries about an employee strike that could temporarily halt its Canadian network. While this is a concern, it is likely only a short-term challenge. This Canadian blue-chip stock yields 2.18% right now. It looks like a reasonable opportunity to buy for the long term.

由于担心员工罢工可能暂时中断其加拿大网络,该股已有所回落。尽管这令人担忧,但这可能只是一个短期挑战。这家加拿大蓝筹股目前的股息率为2.18%。看起来是一个合理的长期买入机会。

A TSX dividend stock

一种TSX股息股票

It never hurts to have a bit of income in your portfolio. When the market dips, at least you earn a dividend return that helps provide stability. Granite Real Estate Investment Trust (TSX:GRT.UN) is a good bet for income and value.

在你的投资组合中拥有一些收入绝对不会有害。当市场下跌时,至少你会获得股息回报,这有助于提供稳定性。Granite房地产投资信托(TSX: GRt.UN)是一种收入和价值的不错选择。

It has a portfolio of large industrial and logistics properties across Canada, the U.S., and Europe. The stock has not performed well recently, but the real estate investment trust (REIT) has delivered steady mid- to high single-digit cash flow per unit growth for the past several years. Likewise, its distribution has grown steadily by a 4% CAGR over the past 10 years.

该股票在加拿大、美国和欧洲拥有大型工业和物流物业组合。该股票最近表现不佳,但是这家房地产投资信托(REIT)在过去几年交付了稳定的中到高位数位现金流量增长。同样,分配在过去10年里以4%的复合年增长率稳步增长。

Granite yields 4.6% today. This Canadian stock also trades at an attractive valuation and a +25% discount to private market real estate.

Granite今天的收益率为4.6%。这家加拿大股票也以有吸引力的估值和比私人房地产市场的折价25%交易。

High interest rates have pushed REITs down. However, interest rates are heading lower. That could create a valuation resurgence. That is especially true for high-quality Canadian real estate stocks like Granite.

高利率已经使得信托走低。然而,利率正在走低。这可能会带来估值的复苏。尤其是对于加拿大高质量的房地产股票,比如Granite real estate investment tr stapled unit (1 ord & 1 unit),这一点尤为明显。

A Canadian growth stock

一只加拿大的成长股

Beyond the slightly boring income and value stocks, it's important to have some growth in every portfolio. One Canadian stock every investor should own is Constellation Software (TSX:CSU). This stock is up 1,424% in the past 10 years and 23,000% since its initial public offering (IPO)!

除了稍微沉闷的收入和价值股之外,每个投资组合中都重要有一些增长。每个投资者都应该拥有的一只加拿大股票是Constellation Software (TSX:CSU)。这只股票在过去10年中上涨了1,424%,自首次公开募股(IPO)以来上涨了23,000%!

The company has an extremely successful strategy to invest in niche software companies all over the world. While its growth could start to slow, high-teens/low-20% annual returns are not out of the picture.

该公司有一个极其成功的策略,投资于世界各地的利基软件公司。虽然其增长可能开始放缓,但每年高达20%的回报不在话下。

Constellation stock trades for $4,200 per share. That is larger than many beginner investors' portfolios. The great news is many brokerages are starting to allow investors to buy fractional shares.

康斯蒂利股票每股交易价格为4200美元。比许多初学投资者的投资组合还要大。很棒的消息是许多券商现在开始允许投资者购买碎股。

If you still can't buy Constellation stock, you can also buy its spin-off, Topicus.com. It is completing a similar software acquisition strategy but with a focus on Europe. It is growing at an attractive rate and could be a good stock to buy today as well.

如果您仍然无法买入康斯蒂利股票,您也可以购买它的分拆公司Topicus.com。它正在完成类似的软件收购策略,但专注于欧洲。它以一种吸引人的速度增长,今天也可能是一个不错的股票买入。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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