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The 3 Best Growth Stocks to Buy Now in September

The 3 Best Growth Stocks to Buy Now in September

九月最適合買入的3支最佳增長股
The Motley Fool ·  09/25 10:00

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).

隨着 tsx 指數在 2024 年上漲了 14%,許多股票都有強勁的增長。利率有所回落,這對加拿大許多大型股息股(通常稱爲債券型)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,有很多較小的公司可以在較長期內提供更好的回報。一些最有吸引力的機會在小型到中型市值的範圍內(50000萬到50億)。如果您正在尋找一些有趣的成長股來買入,以下是三個在九月結束之前考慮購入的股票。

An up-and-coming insurance stock

一支新興的保險股票

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 公司的市值爲 20.7億美元,是加拿大上市的最小的保險公司之一。儘管規模較小,但在過去五年裏它一直是 tsx 上表現最好的公司之一。在那段時間裏,股價上漲了 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在加拿大提供專門的保險產品。然而,它一直在美國推廣這些產品。它還有一個再保險前端業務,一直帶來不錯的回報。其利基承保使其能夠獲得高於平均水平的股本回報。

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.

這支股票有一點高風險,但也有較高回報。去年,它有一個大規模的方案減記,影響了底線(和股票)。幸運的是,萬億的情況好轉。

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.

希望管理層已經從錯誤中吸取教訓。雖然增長有所減緩,但該公司仍有很大的空間來擴大其在北美的保險組合。

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在美國交易的價格只是其他專門保險提供商的一小部分。隨着其繼續擴張,其估值應該會重新定位,因爲其盈利開始上升。投資者未來幾年可能會看到不錯的上行空間。

A top financial stock for income and growth

一家既有收入又有增長的頂級金融股

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.

另一家值得關注的中型股是易安金融(tsx:gsy)。它是一家既有收入、增長又有價值的頂級金融股。其市值爲30億美元。在過去五年中,其股價上漲了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.

易安金融已經發展成爲加拿大主要的非優質貸款人。其零售網絡覆蓋全國。這使其在消費者中建立了穩固的存在和關係。

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.

儘管經濟疲軟,但減息應有利於其貸款利差擴大。易安金融已將其產品組合擴展到車輛和娛樂車輛貸款,以及現買現付貸款。

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.

它受到了強勁需求的支持。該公司還計劃在2025年推出信用卡產品。以2.5%的收益率和高的個位數盈利倍數,其股票今天仍然看起來很有吸引力。

A blue-chip with a great growth trajectory

一個具有良好增長軌跡的藍籌股

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,市值爲167億美元。然而,這是一隻加拿大人不應忽視的成長股。 TFI 是加拿大最大的公路運輸和貨運公司之一。它也在美國擁有不斷增長的業務。

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 在質量成長股中具備所有你所希望的方面。它有一個投入資深領導的首席執行官。它有一個低成本的運營模式,幫助其獲得市場領先的資本回報率。最後,它有一張穩健的資產負債表,支持着一系列明智的收購。

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,但也不算昂貴。北美貨運市場受到挑戰,但該股在(並且每股收益增長)正常化時可能會看到上漲。

TFI stock is up 395% over the past five years. Yet, there is still attractive upside for patient shareholders in the years to come.

過去五年裏,tfi international 的股價上漲了395%。然而,在未來幾年裏,對於耐心的股東來說,仍有吸引人的上漲空間。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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