2 Canadian Stocks to Buy While They're Still Dirt Cheap
2 Canadian Stocks to Buy While They're Still Dirt Cheap
The TSX Index is in a better spot going into September, but don't let your guard down just yet! Even as tech stocks (think the ones innovating the most on generative AI) lead the way, I'd argue that it makes more sense to go with the value trade to finish off a year that's sure to be a stomach churner. The U.S. election is up ahead, and it's looking like it could go either way. Indeed, whenever the outcome is uncertain, you can expect extreme choppiness in the market waters.
進入9月,多倫多證券交易所指數處於更好的位置,但暫時不要放鬆警惕!儘管科技股(比如那些在生成式人工智能方面創新最多的股票)處於領先地位,但我認爲,以價值交易結束肯定會讓人大跌眼鏡的一年更有意義。美國大選即將到來,看來無論哪種方式都可能發生。事實上,每當結果不確定時,你可以預期市場將出現極端的波動。
Though I don't think it's anything to be concerned about (trading the outcome of an election is typically a bad idea), investors should insist on getting more per invested dollar. With investing legend Bill Ackman recently picking up some shares of Canadian companies, I'd argue that it's the TSX Index and its value focus that could stand tall for the rest of the year and the early part of 2025.
儘管我認爲這沒什麼好擔心的(交易選舉結果通常是個壞主意),但投資者應該堅持每投資1美元獲得更多收益。隨着投資傳奇人物比爾·阿克曼最近收購了加拿大公司的部分股票,我認爲多倫多證券交易所指數及其價值重點可能在今年餘下的時間裏和2025年初站穩腳跟。
Without further ado, here are two Candian stocks for your radar while they're still trading at a nice discount. Though they could stay dirt cheap for a few more quarters, I find that sooner or later, Mr. Market will recognize the discount. Whether that entails a correction to the upside, however, remains the big question.
事不宜遲,這裏有兩隻加拿大股票供你關注,同時它們的交易價格仍然很低。儘管它們可以再便宜幾個季度,但我發現馬克特先生遲早會認出這個折扣。但是,這是否意味着向上修正仍然是一個大問題。
TFI International
TFI 國際
TFI International (TSX:TFII) is a well-run less-than-load (LTL) trucking company that could experience a surge of business as Canadian rail strikes linger for longer. Undoubtedly, trucking can't replace rail, but it can do just a bit more of the heavy lifting to get bulk shipments from point A to B.
TFI International(多倫多證券交易所股票代碼:TFII)是一家經營良好的零擔運輸(LTL)卡車運輸公司,隨着加拿大鐵路罷工持續更長時間,其業務可能會激增。毫無疑問,卡車運輸不能取代鐵路,但它可以多做一點繁重的工作,將大宗貨物從A點運送到b點。
And like the rails, TFI serves Canada and the U.S. markets. At writing, shares are still down just over 7% from their all-time highs hit earlier this year. Undoubtedly, the pullback is on the back of a second quarter that saw weaker profits, though revenue came in pretty strong.
與鐵路一樣,TFI也爲加拿大和美國市場提供服務。在撰寫本文時,股價仍比今年早些時候創下的歷史新高下跌了7%以上。毫無疑問,回調是在第二季度利潤疲軟的背景下出現的,儘管收入相當強勁。
In any case, I view TFII stock as a bargain at 21.6 times forward price-to-earnings (P/E). The 1.1% dividend yield may be small, but it's a nice bonus for investors looking for a wide-moat firm that could have a competitive edge in this environment.
無論如何,我認爲TFII股票是便宜貨,是遠期市盈率(P/E)的21.6倍。1.1%的股息收益率可能很小,但對於尋求在這種環境中具有競爭優勢的廣闊公司的投資者來說,這是一個不錯的獎勵。
Brookfield Corp.
布魯克菲爾德公司
Bill Ackman recently loaded up on shares of Canadian alternative asset manager Brookfield Corp. (TSX:BN). I think there's no mystery as to why, especially in today's turbulent market. The company has some legendary managers and some enviable assets that span renewable energy, infrastructure, and, of course, asset management services. Further, the valuation is also quite modest at current levels. In a prior piece, I also praised the state of the balance sheet, which I thought would open windows of opportunity if the markets were to tank tomorrow.
比爾·阿克曼最近增持了加拿大另類資產管理公司布魯克菲爾德公司(TSX: BN)的股票。我認爲原因並不神祕,尤其是在當今動盪的市場中。該公司擁有一些傳奇的經理人和一些令人羨慕的資產,涵蓋可再生能源、基礎設施,當然還有資產管理服務。此外,在目前的水平上,估值也相當溫和。在之前的一篇文章中,我還讚揚了資產負債表的狀況,我認爲如果明天市場暴跌,這將打開機會之窗。
Personally, I find BN stock to be the most intriguing holding in Ackman's Pershing Square portfolio. At writing, BN stock is up more than 50% over the past year. And I think more gains could be made as the firm plays every card it's dealt to the best of its ability. In many ways, BN stock is the ultimate one-stop-shop for investors seeking to do well over the long run. One of the newest additions to the Pershing Square portfolio may very well be its best.
就我個人而言,我發現國陣股票是阿克曼潘興廣場投資組合中最有趣的股票。在撰寫本文時,國陣股票在過去一年中上漲了50%以上。而且我認爲,當公司盡其所能打出每張牌時,可以獲得更多收益。從許多方面來說,國陣股票是尋求長期表現良好的投資者的終極一站式購物。潘興廣場投資組合的最新成員之一很可能是最好的。