share_log

This Undervalued Dividend Stock Is Worth Buying Right Now

This Undervalued Dividend Stock Is Worth Buying Right Now

这支被低估的股息股票现在值得购买
The Motley Fool ·  07/19 21:15
big

The market has stellar long-term picks that can provide a healthy (and growing) dividend income for decades. One of those long-term picks also happens to be an undervalued dividend stock that is worth buying right now.

市场有很多潜力股,可持有为期数十年的健康(且不断增长的)股息收入。其中一个潜力股也恰巧是被低估的股息股,现在值得购买。

In case youâre wondering about that undervalued dividend stock, itâs BCE (TSX:BCE) and hereâs why you should consider buying it today.

如果您想了解那个被低估的股票是什么,那就是BCE(TSX:BCE),以下是您考虑今天购买它的原因。

First, an introduction

首先,做一个介绍。

Most investors are familiar with BCE. BCE is one of the largest, if not the largest telecom in Canada. The company offers subscription-based services to its customers across multiple segments.

许多投资者熟悉BCE,它是加拿大最大的电信公司之一。该公司向其跨多个领域的客户提供订阅型服务。

Those broad areas include wireline, wireless, TV and Internet services, all of which boast some defensive appeal. That defensive appeal translates into a predictable revenue stream that allows the company to invest in growth and pay out a handsome dividend.

这些广泛领域包括有线、无线、电视和互联网服务,所有这些领域都具有一定的防御性吸引力。这种防御性吸引力体现为可预测的收入流,使公司能够投资于增长并支付丰厚的股息。

The company also boasts a large media segment, which includes both TV and radio stations that blanket the country. That segment provides an additional yet complementary revenue stream to its core subscription business.

该公司还拥有庞大的媒体领域,包括两个覆盖全国的电视和广播电台。该领域为其核心订阅业务提供了额外但互补的收入流。

Despite that appeal and reliable revenue, BCE has seen its share price drop 12% year-to-date and a whopping 27% over the past two years. Thatâs made BCE the undervalued dividend stock to consider right now.

尽管如此具有吸引力和可靠的收入,但BCE今年迄今为止的股价下跌了12%,过去两年更是大跌27%。这就使BCE成为现在值得考虑的被低估的股息股。

Why is BCE down, and does it matter?

为什么BCE走低,这是否重要?

BCEâs troubles arguably began in 2022. Thatâs when the Bank of Canada started hiking interest rates. Those hikes made the cost of borrowing more expensive, and telecoms like BCE hold massive amounts of debt.

BCE的困境可以说始于2022年。那时加拿大银行开始加息。这些加息使得借贷成本更加昂贵,而像BCE这样的电信公司持有巨额债务。

In other words, as interest rates surged, BCE started to see earnings take a dip. And to be clear, itâs not just BCE that is feeling this interest rate-fueled dip. All of Canadaâs big telecoms are down this year.

换句话说,随着利率飙升,BCE开始看到收益下降。需要明确的是,不仅仅是BCE感受到了这种由利率推动的下滑。今年,所有加拿大的大型电信公司都表现不佳。

One key difference however is that BCE has already made steep cuts to its operations this year to offset those losses. BCE announced a whopping 9% cut to its workforce earlier this year. That works out to approximately 4,800 positions and includes shuttering some media outlets around the company.

然而,一个重要的区别是,BCE今年已经大幅削减了其业务,以抵消那些亏损。BCE今年早些时候宣布了一项9%的壮举,裁员约4800人,并关闭了公司周围的一些媒体机构。

The move is expected to save up to $200 million this year, and upwards of $200 million annually next year.

该举措预计今年可节省高达2000万美元,明年可节省超过2000万美元。

For prospective investors looking at this undervalued dividend stock, there are a few key takeaways.

对于考虑购买这只被低估的股息股的潜在投资者,有一些关键要点。

First, BCE trades at a discount right now, but itâs not alone in the market.

首先,BCE目前处于折扣状态,但市场上不止它一家。

Second, BCE is making the necessary and often painful changes to return to a position of growth, which will take time. It will also mean interest rates need to drop, which we noticed in recent weeks has finally started.

其次,BCE正在进行必要而常常痛苦的变革,以恢复增长的地位,这需要时间。这也意味着,利率需要降低,我们最近注意到利率终于开始下降了。

Finally, investing in BCE is a long-term play. Buying this undervalued dividend stock now can provide years of income growth until that recovery does happen.

最后,投资BCE是一项长期的投资。现在购买这只被低估的股息股,可以提供数年的收入增长,直到复苏发生为止。

The recovery is coming â may as well earn some income until then

复苏即将到来,最好在这之前赚些收入。

One of the core reasons why investors continue to look at BCE as a solid option to invest in is for the telecomâs juicy dividend. Also, BCE has been paying out dividends for well over a century and has provided annual upticks to its dividend for 16 consecutive years.

投资者继续将BCE视为投资的稳妥选择的核心原因之一,是因为这家电信公司丰厚的股息。此外,BCE已经连续100多年支付股息,并提供了连续16年的年度增长。

That includes a respectable 3.1% increase in 2024.

这包括2024年可观的3.1%增长。

As of the time of writing, BCEâs quarterly dividend carries an insane yield of 8.7%, making it one of the better-paying options on the market. It also means that investors who drop $45,000 into BCE can earn an income of just over $3,900.

截至撰稿时,BCE的季度股息率极高,达到8.7%,这使其成为市场上支付较高股息的较好选择之一。这也意味着,将45000美元投入BCE的投资者可以赚取超过3900美元的收入。

Even better, investors who arenât ready to draw on that income can reinvest it until needed, allowing any eventual income to grow further.

更好的是,那些没有准备好获取所得的投资者可以将其再投资,直到需要为止,从而使任何最终收入进一步增长。

Prospective investors should note that BCEâs massive yield is primarily attributed to the stockâs decline over the past two years.

潜在投资者应注意,BCE的巨大收益主要归因于该股票在过去两年中的下跌。

Final thoughts on this undervalued dividend stock

对该被低估的股息股票的最终想法

BCE, like all investments, is not without risk. In fact, BCEâs dip over the past year showcases the exact need for diversification in your portfolio.

像所有投资一样,BCE也没有没有风险。事实上,BCE过去一年的下跌展示了您的投资组合需要多样化的需求。

What prospective investors need to know is that BCE is an undervalued dividend stock that still holds long-term appeal. As interest rates come down, so too will the underlying risk associated with BCE.

潜在投资者需要知道的是,BCE是一个被低估的股息股票,仍具有长期吸引力。随着利率下降,与BCE相关的基础风险也会下降。

In my opinion, at its current discount, BCE is an undervalued dividend stock that would be a worthy contributor to any well-diversified portfolio.

我认为,在当前的折扣价下,BCE是一只被低估的股息股票,可以成为任何良好分散的投资组合中值得贡献的一部分。

The post This Undervalued Dividend Stock is Worth Buying Right Now appeared first on The Motley Fool Canada.

这被低估的股息股票现在值得购买的帖子最初出现在The Motley Fool Canada。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发