Gold Price Plummets: 2 Gold Stocks to Keep an Eye On
Gold Price Plummets: 2 Gold Stocks to Keep an Eye On
Gold holds its value in the long term â that's the main argument in favour of gold as an investment. Gold also tends to hold its value when the stock market is weak and when there is uncertainty, which is why most conservative investors keep at least some part of their portfolio in gold stocks.
黃金在長期內保持其價值̂，這是支持黃金投資的主要 argument。黃金也傾向於在股市疲軟和存在不確定性時保持其價值，這就是爲什麼大多數保守的投資者至少在他們的投資組合中持有一部分黃金股票。
However stable it may be, even gold is not immune to price fluctuations and slumps. This is good news for value investors considering buying good stocks with decent return potential when sufficiently discounted. They could hit their return goals while simultaneously making their portfolio a bit more resilient against weak market conditions.
無論多麼穩定，即便是黃金也無法免於價格波動和低谷。這對於價值投資者來說是個好消息，因爲他們可以考慮購買具有良好回報潛力的好股票̂，同時使他們的投資組合在市場疲軟的條件下更具有彈性。
Right now, gold prices are going down and it has taken a toll on some gold mining stocks and other gold stocks, making them worth considering.
現在，黃金價格正在下跌，這對一些黃金礦業股票和其他黃金股票產生了影響，使它們值得考慮。礦業股票值得考慮。
A gold mining stock
一隻黃金礦業股票
Vancouver-based B2Gold (TSX:BTO) is a low-cost, senior gold producer with three production mines â two in Africa and one in Asia. It also has multiple development-stage and exploration projects. The overall portfolio is highly geographically diversified.
總部位於溫哥華的B2Gold（TSX：BTO）是一家低成本的高級黃金生產商，擁有兩個位於非洲，一個位於亞洲的產量礦山。它還擁有多個發展階段和勘探項目。整個投資組合地理分佈高度多樣化。
The company's gold production guidance for 2024 is somewhere between 470â500 Koz, and its Canadian project (The Back River Gold District) is on track to start production in 2025.
該公司的2024年黃金生產預測在470â500 Koz之間，其加拿大項目（Back River Gold District）計劃於2025年開始生產。
Apart from the relative stability of the underlying asset itself, another thing that makes B2Gold a moderately safe pick is its ownership structure. Institutional investors hold over 60% of the company, which may provide a decent buffer against fluctuations. Still, the stock is not immune to pressure generated by gold price movements and dipped over 5% in three days following a gold price slump.
除了基礎資產本身的相對穩定性外，另一個使B2Gold成爲較爲安全的選擇的因素是其所有權結構。機構投資者持有公司的60%以上，這可能提供一個相當不錯的緩衝來抵消波動。然而，該股票並不免於黃金價格波動所產生的壓力，並在黃金價格暴跌後的三天內下跌了5%以上。
If the modest discount is not reason enough to consider this stock, the 5.3% dividend yield might sweeten the deal for investors.
如果適度的折扣並不是足以考慮這隻股票的原因，那麼5.3%的股息收益率可能會使投資者更感興趣。
A gold royalties and streaming company
一家黃金專利和流媒體公司
While itâs not a gold mining company and has a completely different and more âshelteredâ business model, Franco-Nevada (TSX:FNV) is not completely safe against headwinds and declines in the gold industry.
雖然它不是一家黃金礦業公司，並且有着完全不同和更加“庇護”的商業模式，但Franco-Nevada（TSX：FNV）仍然不能完全避免黃金行業的順勢而爲的阻礙和下降。
Even as the largest gold royalties company in the world with the bulk of gold projects in its portfolio in either the development or exploration stage, the stock experienced a dip alongside the gold price in the last few days.
即使是作爲世界上最大的黃金專利公司之一，在其持有的大多數黃金項目處於開發或勘探階段的情況下，該股票也隨着黃金價格的下跌而經歷了一次低谷。
However, the current decline was more of an exception than the norm because, unlike many gold mining stocks in Canada, Franco-Nevada mostly went up in 2024 and is up 15% since the beginning of the year. It's also an established dividend aristocrat, another reason to consider this stock, though the yield is quite low at 1.1%.
然而，當前的下降更多的是一種例外而不是規律，因爲與加拿大的許多黃金礦業股票不同，Franco-Nevada在2024年大多數時間裏是走高的，在今年年初以來上漲了15%。它還是一家成熟的防務貴族，這是考慮該股票的另一個原因，儘管收益很低，只有1.1%。
Foolish takeaway
愚蠢的帶走
Although it's difficult to predict whether a long-term bull market is on the horizon for these and other gold stocks, this doesn't necessarily undermine the two stocks as decent picks. Franco-Nevada has a decent history of long-term growth, while B2Gold offers dividends at a healthy yield, making both viable investments at modestly discounted prices.
雖然很難預測長期的 bull market 是否在這些和其他黃金股票的天際線上，但這並不一定會削弱這兩隻股票作爲不錯的選擇的實力。Franco-Nevada具有較好的長期增長曆史，而B2Gold在健康的收益率下提供股息，使兩者都成爲在適度折扣價格下的可行投資。牛市，這並不一定會削弱這兩個股票作爲不錯的選擇。
The post Gold Price Plummets: 2 Gold Stocks to Keep an Eye On appeared first on The Motley Fool Canada.
“Gold Price Plummets: 2 Gold Stocks to Keep an Eye On”的文章最初發佈於The Motley Fool Canada。