The 3 Best Growth Stocks to Buy Now in September
The 3 Best Growth Stocks to Buy Now in September
With the TSX Index rising by 14% in 2024, many stocks have enjoyed a strong run up. Interest rates have pulled back, and that has been favourable for many of Canada's large dividend stocks (often referred to as bond proxies).
随着 tsx 指数在 2024 年上涨了 14%,许多股票都有强劲的增长。利率有所回落,这对加拿大许多大型股息股(通常称为债券型)非常有利。
However, there are plenty of smaller companies that could provide even better returns over the longer term. Some of the most attractive opportunities are in the small- to mid-cap range ($500 million to $5 billion). If you are looking for some intriguing growth stocks to buy, here are three to look at adding before September ends.
然而,有很多较小的公司可以在较长期内提供更好的回报。一些最有吸引力的机会在小型到中型市值的范围内(50000万到50亿)。如果您正在寻找一些有趣的成长股来买入,以下是三个在九月结束之前考虑购入的股票。
An up-and-coming insurance stock
一支新兴的保险股票
With a market cap of $2.07 billion, Trisura Group (TSX:TSU) is one of the smallest listed insurance companies in Canada. Despite its size, it has been one of the best-performing companies on the TSX over the past five years. Its stock is up 488% in that time!
tfi international 公司的市值为 20.7亿美元,是加拿大上市的最小的保险公司之一。尽管规模较小,但在过去五年里它一直是 tsx 上表现最好的公司之一。在那段时间里,股价上涨了 488%!
Trisura provides specialized insurance products in Canada. However, it has been gaining traction deploying those products in the United States. It also has a re-insurance fronting business that has been providing nice returns. Its niche underwriting allows it to earn above-average returns on equity.
Trisura在加拿大提供专门的保险产品。然而,它一直在美国推广这些产品。它还有一个再保险前端业务,一直带来不错的回报。其利基承保使其能够获得高于平均水平的股本回报。
This stock is a little higher risk, but it is also higher reward. Last year, it had a large program write-down that hit the bottom line (and the stock). Fortunately, that appears behind it.
这支股票有一点高风险,但也有较高回报。去年,它有一个大规模的方案减记,影响了底线(和股票)。幸运的是,万亿的情况好转。
Hopefully, management has learned from its mistakes. While growth has moderated, the company still has a large runway to expand its insurance mix across North America.
希望管理层已经从错误中吸取教训。虽然增长有所减缓,但该公司仍有很大的空间来扩大其在北美的保险组合。
Trisura trades at a fraction of other specialized insurance providers in the United States. As it continues to expand, its valuation should rerate as its earnings start to rise. Investors could see nice upside in the coming years.
Trisura在美国交易的价格只是其他专门保险提供商的一小部分。随着其继续扩张,其估值应该会重新定位,因为其盈利开始上升。投资者未来几年可能会看到不错的上行空间。
A top financial stock for income and growth
一家既有收入又有增长的顶级金融股
Another mid-cap to look at here is goeasy (TSX:GSY). It's a top financial stock for income, growth, and value. It has a market cap of $3 billion. Its stock is up 206% in the past five years.
另一家值得关注的中型股是易安金融(tsx:gsy)。它是一家既有收入、增长又有价值的顶级金融股。其市值为30亿美元。在过去五年中,其股价上涨了206%。
goeasy has grown to become the dominant non-prime lender in Canada. It has a retail network that extends across the country. This gives it an established presence and rapport with consumers.
易安金融已经发展成为加拿大主要的非优质贷款人。其零售网络覆盖全国。这使其在消费者中建立了稳固的存在和关系。
While the economy has weakened, declining rates should be favourable as its lending spreads widen. goeasy has expanded its product mix into vehicle and recreational vehicle loans, as well as buy-now, pay-later loans.
尽管经济疲软,但降息应有利于其贷款利差扩大。易安金融已将其产品组合扩展到车辆和娱乐车辆贷款,以及现买现付贷款。
It has been met with strong demand. It also plans to roll out credit card products in 2025. With a 2.5% yield and a high single-digit earnings multiple, its stock still looks attractive today.
它受到了强劲需求的支持。该公司还计划在2025年推出信用卡产品。以2.5%的收益率和高的个位数盈利倍数,其股票今天仍然看起来很有吸引力。
A blue-chip with a great growth trajectory
一个具有良好增长轨迹的蓝筹股
TFI International (TSX:TFII) is a little bit larger, with a $16.7 billion market cap. However, it is a growth stock Canadians shouldn't ignore. TFI is one of the largest trucking and freight companies in Canada. It also has a growing business in the United States.
tfi international (tsx:tfii) 稍微大一些,市值为167亿美元。然而,这是一只加拿大人不应忽视的成长股。 TFI 是加拿大最大的公路运输和货运公司之一。它也在美国拥有不断增长的业务。
TFI has all the aspects you want in a quality growth stock. It has a highly invested founder-led chief executive officer. It has a low-cost operating model that helps it earn market-leading returns on its invested capital. Lastly, it has a solid balance sheet that supports a steady stream of smart acquisitions.
TFI 在质量成长股中具备所有你所希望的方面。它有一个投入资深领导的首席执行官。它有一个低成本的运营模式,帮助其获得市场领先的资本回报率。最后,它有一张稳健的资产负债表,支持着一系列明智的收购。
TFI is not cheap, but it also is not expensive. The North American freight market has been challenged, but this stock could see upside when it (and earning-per-share growth) normalizes.
tfi international 不便宜,但也不算昂贵。北美货运市场受到挑战,但该股在(并且每股收益增长)正常化时可能会看到上涨。
TFI stock is up 395% over the past five years. Yet, there is still attractive upside for patient shareholders in the years to come.
过去五年里,tfi international 的股价上涨了395%。然而,在未来几年里,对于耐心的股东来说,仍有吸引人的上涨空间。