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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

交易員觀點:3只成長股將折價買入
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.

根據人們的看法,今年對股市來説是個不錯的一年。最近幾天,這也在某種程度上包括了許多成長股。但根據以下三張價格圖表,仍有一些這種口徑的股票,其支付的價格非常接近增長與價值的交叉點。聽我解釋。

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.

冒險吧。去冒險吧。歡迎來到股票市場。在一個由股票組成的市場中,2021年,在各種類型和規模的成長型科技股的大規模領導下,更多的是後者。$Zoom Video Communications Inc.(ZM.US)$. $Fastly Inc(FSLY.US)$. $Tesla,Inc.(TSLA.US)$這份清單不勝枚舉。

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.

也許最能説明和捕捉到科技股領域內市場起伏的,尤其是那些擁有超大增長潛力的公司,是去年的搶手貨,市場排名第一的公司,這可能是最能説明和捕捉到科技股領域內市場起伏的公司,特別是具有超大增長潛力的公司$方舟創新ETF(ARKK.US)$由精明無畏的凱西·伍德經營。

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.

過去一週,這隻集中主動管理的基金(其最高權重頭寸包括TSLA在投資組閤中的杆位為9.57%,ZM為4.46%)同比上漲。當然,這一表現落後於更廣泛的指數,後者上漲了兩位數,受到藍籌股和較少高辛烷值增長的推動。

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.

那麼,是什麼讓人們對今天的許多成長型股票重新燃起了興趣呢?是傑伊·鮑威爾公司嗎?還是喬·拜登總統的基礎設施計劃?Reddit的類人猿接受了另一次刺激檢查嗎?你的猜測和我的一樣好,如果不是更好的話。但在對投資者最重要的地方,這裏有三個定位良好的選擇,可以以相當大的折扣買入,很可能會再次受到青睞。

Growth Stocks to Buy: SoFi Technologies (SOFI)

值得買入的成長股: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.

我們首先購買的成長型股票是SoFi Technologies的股票。最近,由備受尊敬的機構投資者Chaath Palihapitiya的黑色支票社會資本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.

在價格圖表之外,金融科技的多元化數字優先生態系統在過去一個月發佈了一份一流的收益報告,領先於強勁的華爾街表現、兩位數的銷售增長和令人印象深刻的2021年58%的收入預期。

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.

從技術上講,每週杯狀修正基礎未能為一些成長型投資者帶來好處,因為在該模式內形成的句柄突破了50%的關鍵回檔位。幸運的是,銀行賬户沒有受到任何不必要的傷害,因為手柄上方的突破從未觸發過。

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,對於不同的投資者羣體來説,這隻成長型股票顯示出了不同的價值。從月度角度來看,手柄的消亡導致索菲股價回落至錘底燭臺的高點。

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.

為了購買這隻成長型股票,並確保這一價值主張不會變成更昂貴的頭寸,8月份SoFi股票的20美元/25美元領口組合看起來是正確的。

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?

我們下一隻要買入的成長型股票是數據科學和分析公司Alteryx。儘管參與了當前風險較高投資的重新擁抱,AYX的股價仍比去年夏天創下的歷史高點下跌了近29%,比去年夏天創下的歷史高點低了50%以上。那麼,這是怎麼回事?

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面臨的一個主要問題或挑戰可能是一個奇怪的會計慣例,但不是惡作劇的種類。這種方法顯然幫助華爾街眨眼了。但是Per莫特利愚人從表面上看,客户增長和年度經常性收入顯示出更強勁、被低估的增長。

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

公平地説,這隻成長型股票的業務收益已經減速。在新任首席執行官馬克·安德森(Mark Anderson)的領導下,Alteryx的客户基礎也是如此。

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.

儘管如此,鑑於AYX領導層過去在科技行業取得的成功,我們不要玩目光短淺的季度業績遊戲,對嗎?正確的!特別是在AYX股價圖表上的長期預測顯示,在看漲隨機指標的支持下,將出現一個貼現良好的雙底。

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

繼續買入這隻仍然不受青睞的成長型股票,不用那麼擔心,使用11月的90美元/105美元的上限。

Growth Stocks to Buy: Teladoc (TDOC)

成長股買入: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.

我們最後買入的成長型股票是Teladoc的股票。由於過去一年的封鎖和限制已經解除,這家全面的端到端遠程醫療保健提供商受到了影響。顯然,對這種曾經至關重要的溝通的需求已經減少了。但不要指望TDOC的服務會緩慢而安靜地消亡。

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.

在一個日益數字化的世界裏,無論有沒有其他有利的順風,這種成長型股票都是一種新興趨勢的一部分。如今,隨着華爾街背棄TDOC的內在價值,機會來了。

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.

從技術上講,Teladoc的月線圖顯示,5月份形成的底部錘子燭臺已經確認。它還揭示了TDOC已經拉進了蠟燭的體內。這可能會帶來麻煩。但我對這隻成長型股票的機會持樂觀態度。

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.

由於TDOC股票的月度區間控制在三層費波納奇支撐位以內,隨機指標顯示超賣區域出現看漲交叉格局-我給這隻成長型股票買入未來的健康證明。但我會開出10月份175美元/200美元的上限,以對衝這一押注,以提高長期成功的機率。

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.

發表之日,克里斯·泰勒(Chris Tyler)直接或間接持有方舟創新ETF(Ark Innovation ETF)及其衍生品的頭寸。本文中表達的觀點是作者的觀點,受InvestorPlace.com發佈指南的約束。

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)是美國和太平洋交易所(American And Pacific Exchange)前場內衍生品做市商。有關更多市場洞察和相關思考,請在Twitter@Options_cat和StockTwits上關注Chris。

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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