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2 TSX Stocks You Can Confidently Buy Now and Hold Forever

2 TSX Stocks You Can Confidently Buy Now and Hold Forever

你现在可以放心购买并长期持有的2只tsx股票
The Motley Fool ·  08/22 20:30

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.

加拿大投资者应该把波动性和它们产生的修正视为更长期的买入机会,而不是其他任何事情。毫无疑问,在日常波动中很容易陷入,找到任何不太出色的季度盈利披露或美联储主席杰罗姆·鲍威尔的不确定评论后卖出的理由。

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.

新手投资者应该屏蔽市场的噪音,关注更长期的时间视野。的确,在许多十年的时间里可以创造大量财富。虽然市场会遇到一些波动,但重要的是新投资者保持投资并在市场先生开始折价股票时增加持仓。

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.

在这篇文章中,我们将了解三只引人注目的 TSX 股票,可能在未来数年内值得持有。虽然没有股票是真正的“永久”持有,但我发现以下股票名字最适合在未来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.

废话不多说,让我们看看三家加拿大投资者应该放心将其放入他们的 TFSA 或非注册账户长期持有的股票。

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?).

蒙特利尔银行(TSX:ATD)是一个方便店的icon,最近由于追求与同行巨头7&i控股(即7-Eleven连锁店的所有者)的消息而略受打击。事实上,这样的收购将涉及到新股发行,也许是一个在美国上市的股票(你能相信Couche-Tard这些年来一直是TSX的独家吗?)。

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.

虽然股票发行会对股东产生稀释效应,但我认为,由此产生的便利店巨头可能会带来足够大的协同效应,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.

请记住,Couche-Tard的管理层并不只是因为财务表上有闲钱而随便做交易。如果合适的交易不存在,Couche-Tard将会在其他地方寻找。而且在如此庞大、分散的行业中,有很多并购选择。无论如何,杠杆和权益稀释让投资者有点紧张。

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.

尽管交易尚未确定,鉴于监管机构的批准,我们需要等待(可能需要超过一年才能获得全面批准),但我认为每股80美元左右的最新下跌是一个巨大的买入机会。

Bank of Montreal

蒙特利尔银行

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.

蒙特利尔银行(TSX:BMO)是一家出色的加拿大银行,刚好在最近一个季度中遇到了困境。随着另一轮盈利报告即将出炉,BMO将有机会超过一些相当低迷的预期。如果可以的话(我认为这样的可能性很大),股票在过去三个月内暴跌9%之后可能会有机会反弹。

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)计算,蒙特利尔银行的股价便宜。而且,5.3%的股息率对于寻找在8月结束前押注的银行股的投资者来说也是非常丰厚的。

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
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