2 TSX Stocks You Can Confidently Buy Now and Hold Forever
2 TSX Stocks You Can Confidently Buy Now and Hold Forever
Canadian investors should treat volatility and the corrections they produce as more of a long-term buying opportunity than anything else. Undoubtedly, it's very easy to get caught up in the day-to-day fluctuations and find reasons to sell after any less-than-stellar quarterly earnings reveal or uncertain comments made by U.S. Federal Reserve chair Jerome Powell.
加拿大投資者應該把波動性和它們產生的修正視爲更長期的買入機會,而不是其他任何事情。毫無疑問,在日常波動中很容易陷入,找到任何不太出色的季度盈利披露或聯儲局主席傑羅姆·鮑威爾的不確定評論後賣出的理由。
Beginning investors should tune out the market-moving noise and focus on a longer-term time horizon. Indeed, there's a lot of wealth to be made over the course of many decades. And while you're going to encounter some rough patches in the market, the important thing is that new investors stay invested and add to positions should Mr. Market start discounting stocks in some sort of panic.
新手投資者應該屏蔽市場的噪音,關注更長期的時間視野。的確,在許多十年的時間裏可以創造大量財富。雖然市場會遇到一些波動,但重要的是新投資者保持投資並在市場先生開始折價股票時增加持倉。
In this piece, we'll check in with three intriguing TSX stocks that may make sense to stash away for years at a time. Though no stock is truly a "forever" holding, I do find the following names as best held over the next 10 years.
在這篇文章中,我們將了解三隻引人注目的 TSX 股票,可能在未來數年內值得持有。雖然沒有股票是真正的「永久」持有,但我發現以下股票名字最適合在未來10年持有。
Without further ado, let's check in with three stocks that Canadian investors should feel confident owning for the long haul with their TFSAs, or non-registered accounts.
廢話不多說,讓我們看看三家加拿大投資者應該放心將其放入他們的 TFSA 或非註冊帳戶長揸的股票。
Alimentation Couche-Tard
Alimentation Couche-Tard
Alimentation Couche-Tard (TSX:ATD) is a convenience store icon that's been taking a slight hit in recent sessions following news of its pursuit of fellow convenience store giant 7 & i Holdings (that's the owner of 7-Eleven stores). Indeed, such an acquisition would entail new share issuance and perhaps a U.S.-listed stock (can you believe Couche-Tard has been a TSX exclusive all these years?).
蒙特利爾銀行(TSX:ATD)是一個方便店的icon,最近由於追求與同行巨頭7&i控股(即7-Eleven連鎖店的所有者)的消息而略受打擊。事實上,這樣的收購將涉及到新股發行,也許是一個在美國上市的股票(你能相信Couche-Tard這些年來一直是TSX的獨家嗎?)。
While share issuance will have a dilutive impact on shareholders, I do think that the resulting convenience store juggernaut could drive synergies that are massive enough to make it all worth the while.
雖然股票發行會對股東產生稀釋效應,但我認爲,由此產生的便利店巨頭可能會帶來足夠大的協同效應,使一切都值得。
Remember, Couche-Tard's management isn't just about making deals just because there's dry powder sitting on the balance sheet. If the right deal isn't there, Couche-Tard will simply look elsewhere. And with such a massive, fragmented industry, there are tons of acquisition options out there. In any case, leverage and equity dilution have investors a bit nervous right now.
請記住,Couche-Tard的管理層並不只是因爲財務表上有閒錢而隨便做交易。如果合適的交易不存在,Couche-Tard將會在其他地方尋找。而且在如此龐大、分散的行業中,有很多併購選擇。無論如何,槓桿和權益稀釋讓投資者有點緊張。
Though a deal isn't a certainty given regulatory green lights we'll need to wait (it could take more than a year for full approval), I do think the latest dip to $80 and change per share is a huge buying opportunity.
儘管交易尚未確定,鑑於監管機構的批准,我們需要等待(可能需要超過一年才能獲得全面批准),但我認爲每股80美元左右的最新下跌是一個巨大的買入機會。
Bank of Montreal
蒙特利爾銀行
Bank of Montreal (TSX:BMO) is a fantastic Canadian bank that just so happened to stumble in the latest quarter. With another round of earnings coming up, BMO will have a chance to top some pretty depressed estimates. If it can (I think there's a high chance of this), the stock may have a chance to ricochet after its brutal 9% plunge in these past three months.
蒙特利爾銀行(TSX:BMO)是一家出色的加拿大銀行,剛好在最近一個季度中遇到了困境。隨着另一輪盈利報告即將出爐,BMO將有機會超過一些相當低迷的預期。如果可以的話(我認爲這樣的可能性很大),股票在過去三個月內暴跌9%之後可能會有機會反彈。
At 14.1 times trailing price-to-earnings (P/E), shares of BMO come cheap. And with a 5.3% dividend yield, they're also very bountiful for investors seeking a bank stock to bank on before August comes to a close.
以14.1倍的市盈率(P/E)計算,蒙特利爾銀行的股價便宜。而且,5.3%的股息率對於尋找在8月結束前押注的銀行股的投資者來說也是非常豐厚的。