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Trader's View: 3 growth stocks to buy at a discount

Trader's View: 3 growth stocks to buy at a discount

交易员观点:3只成长股将折价买入
InvestorPlace ·  2021/07/01 23:37

Depending on where one looks, it’s been a good year for the stock market. And in recent days, that also kinda, sorta includes many growth stocks. But based on the following three price charts, there are still stocks of this caliber where the price being paid is attractively near the intersection of where growth meets value. Let me explain.

根据人们的看法,今年对股市来说是个不错的一年。最近几天,这也在某种程度上包括了许多成长股。但根据以下三张价格图表,仍有一些这种口径的股票,其支付的价格非常接近增长与价值的交叉点。听我解释。

Risk on. Risk off. Welcome to the stock market. And in a market made up of stocks, in 2021 and following massive leadership from growth tech stocks of all stripes and sizes, it’s been more of the latter. $Zoom Video Communications Inc(ZM.US)$. $FASTLY INC(FSLY.US)$. $Tesla, Inc.(TSLA.US)$ and the list goes on and on.

冒险吧。去冒险吧。欢迎来到股票市场。在一个由股票组成的市场中,2021年,在各种类型和规模的成长型科技股的大规模领导下,更多的是后者。$Zoom Video Communications Inc.(ZM.US)$. $Fastly Inc(FSLY.US)$. $Tesla,Inc.(TSLA.US)$这份清单不胜枚举。

Maybe most telling and capturing the market’s ups and downs within the tech stock arena and in particular, companies with outsized growth potential is last year’s hot-to-trot, market-topping $ARK Innovation ETF(ARKK.US)$ run by the savvy and unafraid Cathie Wood.

也许最能说明和捕捉到科技股领域内市场起伏的,尤其是那些拥有超大增长潜力的公司,是去年的抢手货,市场排名第一的公司,这可能是最能说明和捕捉到科技股领域内市场起伏的公司,特别是具有超大增长潜力的公司$方舟创新ETF(ARKK.US)$由精明无畏的凯西·伍德经营。

This past week and for the first time in two months, the concentrated and actively managed fund (whose top-weighted positions include TSLA in pole position at 9.57% of the portfolio and ZM at 4.46%) is up on the year. That performance, of course, lags broader indices, which are up double-digits and fueled by blue-chips and lesser amounts of high-octane growth.

过去一周,这只集中主动管理的基金(其最高权重头寸包括TSLA在投资组合中的杆位为9.57%,ZM为4.46%)同比上涨。当然,这一表现落后于更广泛的指数,后者上涨了两位数,受到蓝筹股和较少高辛烷值增长的推动。

So, what’s behind the rekindled interest in many of today’s growth stocks? Is it Jay Powell and Co.? Or President Joe Biden’s infrastructure plans? Have Reddit’s apes received another stimulus check? Your guess is as good, if not better, than mine. But where it matters most to investors, here are three well-positioned choices to buy at sizable discounts and likely to find favor once more.

那么,是什么让人们对今天的许多成长型股票重新燃起了兴趣呢?是杰伊·鲍威尔公司吗?还是乔·拜登总统的基础设施计划?Reddit的类人猿接受了另一次刺激检查吗?你的猜测和我的一样好,如果不是更好的话。但在对投资者最重要的地方,这里有三个定位良好的选择,可以以相当大的折扣买入,很可能会再次受到青睐。

Growth Stocks to Buy: SoFi Technologies (SOFI)

值得买入的成长股:索菲科技(Sofi Technologies)

The first of our growth stocks to buy are shares of SoFi Technologies. This recent SPAC brought to market by well-regarded institutional investor Chamath Palihapitiya’s black-check Social Capital Hedosophia Holdings V is firing on all cylinders.

我们首先购买的成长型股票是SoFi Technologies的股票。最近,由备受尊敬的机构投资者Chaath Palihapitiya的黑色支票社会资本Hedosophia Holdings V推出的SPAC正在全力以赴。

Off the price chart, the fintech’s diversified digital-first ecosystem delivered a top-notch earnings report this past month spearheaded by solid Street beating, double-digit sales growth and impressive revenue outlook of 58% for 2021.

在价格图表之外,金融科技的多元化数字优先生态系统在过去一个月发布了一份一流的收益报告,领先于强劲的华尔街表现、两位数的销售增长和令人印象深刻的2021年58%的收入预期。

Technically, a weekly cup-shaped corrective base failed to produce for some growth investors as a handle forming within the pattern broke a critical 50% retracement level. Fortunately, bank accounts were spared any unnecessary harm as a breakout above the handle never triggered.

从技术上讲,每周杯状修正基础未能为一些成长型投资者带来好处,因为在该模式内形成的句柄突破了50%的关键回档位。幸运的是,银行账户没有受到任何不必要的伤害,因为手柄上方的突破从未触发过。

Today and for a different subset of investors, this growth stock is showing a different sort of value. On the monthly perspective, the handle’s demise has resulted in SOFI stock pulling back toward the high of its hammer-bottoming candlestick.

今天,对于不同的投资者群体来说,这只成长型股票显示出了不同的价值。从月度角度来看,手柄的消亡导致索菲股价回落至锤底烛台的高点。

For this growth stock to buy and to ensure this value proposition doesn’t become a more costly position, an August $20/$25 collar combination on SoFi shares looks about right.

为了购买这只成长型股票,并确保这一价值主张不会变成更昂贵的头寸,8月份SoFi股票的20美元/25美元领口组合看起来是正确的。

Alteryx (AYX)

Alteryx(AYX)

The next of our growth stocks to buy is data science and analytics outfit Alteryx. Despite participating in the current re-embracing of riskier investments, AYX stock remains down nearly 29% on the year and more than 50% beneath its all-time high set last summer. So, what gives?

我们下一只要买入的成长型股票是数据科学和分析公司Alteryx。尽管参与了当前风险较高投资的重新拥抱,AYX的股价仍比去年夏天创下的历史高点下跌了近29%,比去年夏天创下的历史高点低了50%以上。那么,这是怎么回事?

One major issue or challenge hanging over Alteryx may be an odd accounting convention, but not of the shenanigan variety. The method has apparently helped Wall Street to blink. But per The Motley Fool, under the surface, customer growth and annual recurring revenue reveal stronger, under-appreciated growth.

Alteryx面临的一个主要问题或挑战可能是一个奇怪的会计惯例,但不是恶作剧的种类。这种方法显然帮助华尔街眨眼了。但是Per莫特利愚人从表面上看,客户增长和年度经常性收入显示出更强劲、被低估的增长。

To be fair, business gains have decelerated for this growth stock. As has Alteryx’s customer base under a new CEO Mark Anderson.

公平地说,这只成长型股票的业务收益已经减速。在新任首席执行官马克·安德森(Mark Anderson)的领导下,Alteryx的客户基础也是如此。

Still, given past success in the tech industry from AYX’s leadership, let’s not play the near-sighted quarterly results game, right? Right! And especially with the long-term forecast on AYX stock’s price chart revealing a well-discounted double-bottom backed by a bullish stochastics indicator.

尽管如此,鉴于AYX领导层过去在科技行业取得的成功,我们不要玩目光短浅的季度业绩游戏,对吗?正确的!特别是在AYX股价图表上的长期预测显示,在看涨随机指标的支持下,将出现一个贴现良好的双底。

Go ahead and buy this still out-of-favor growth stock with less worry using the November $90/$105 collar.

继续买入这只仍然不受青睐的成长型股票,不用那么担心,使用11月的90美元/105美元的上限。

Growth Stocks to Buy: Teladoc (TDOC)

成长股买入:Teladoc(TDOC)

The last of our growth stocks to buy are shares of Teladoc. The comprehensive end-to-end remote healthcare provider suffered as the past year’s lockdowns and restrictions have been lifted. There’s obviously been less need for that type of once-critical communication. But don’t expect TDOC’s services to die a slow and quiet death.

我们最后买入的成长型股票是Teladoc的股票。由于过去一年的封锁和限制已经解除,这家全面的端到端远程医疗保健提供商受到了影响。显然,对这种曾经至关重要的沟通的需求已经减少了。但不要指望TDOC的服务会缓慢而安静地消亡。

In an increasingly digital world and with or without some other favorable tailwind,  this growth stock is part of an emerging trend. And today, with Wall Street turning its back on TDOC’s intrinsic value, opportunity has come knocking.

在一个日益数字化的世界里,无论有没有其他有利的顺风,这种成长型股票都是一种新兴趋势的一部分。如今,随着华尔街背弃TDOC的内在价值,机会来了。

Technically, Teladoc’s monthly chart shows a bottoming hammer candlestick formed in May has been confirmed. It also reveals TDOC has pulled inside the candle’s body. That could spell trouble. But I’m upbeat about this growth stock’s chances.

从技术上讲,Teladoc的月线图显示,5月份形成的底部锤子烛台已经确认。它还揭示了TDOC已经拉进了蜡烛的体内。这可能会带来麻烦。但我对这只成长型股票的机会持乐观态度。

With TDOC stock’s monthly range contained within three layers of Fibonacci support and stochastics signaling a bullish crossover pattern in oversold territory – I’m giving this growth stock to buy a clean bill of health going forward. But I’d prescribe an October $175/$200 collar to hedge that bet for improved odds of long-term success.

由于TDOC股票的月度区间控制在三层费波纳奇支撑位以内,随机指标显示超卖区域出现看涨交叉格局-我给这只成长型股票买入未来的健康证明。但我会开出10月份175美元/200美元的上限,以对冲这一押注,以提高长期成功的几率。

On the date of publication, Chris Tyler hold (either directly or indirectly) positions in Ark Innovations ETF (ARKK) and its derivatives. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

发表之日,克里斯·泰勒(Chris Tyler)直接或间接持有方舟创新ETF(Ark Innovation ETF)及其衍生品的头寸。本文中表达的观点是作者的观点,受InvestorPlace.com发布指南的约束。

Chris Tyler is a former floor-based, derivatives market maker on the American and Pacific exchanges. For additional market insights and related musings, follow Chris on Twitter @Options_CAT and StockTwits.

克里斯·泰勒(Chris Tyler)是美国和太平洋交易所(American And Pacific Exchange)前场内衍生品做市商。有关更多市场洞察和相关思考,请在Twitter@Options_cat和StockTwits上关注Chris。

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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