Tom qab xyoo dhau los ntawm kev ua lag luam bull nyob rau hauv kev loj hlob cov khoom lag luam, cov tswv yim tus nqi beleaguered tau ua tau zoo tshaj xyoo no, vim tias cov paj laum nce siab siv cov khoom lag luam.
Hauv qab no yog ib qho screen ntawm loj-cap nqi stocks uas muaj cov yam ntxwv loj hlob. Qhov no tuaj yeem ua qhov pib rau koj tus kheej cov kev tshawb fawb xaiv cov khoom lag luam hauv ib puag ncig kev lag luam nyuaj.
Ua ntej, cia peb saib xyoo no qhov kev ua tau zoo ntawm S&P 500
SPX
thiab ob ntawm nws cov subsets, S&P 500 Tus Nqi Index thiab S&P 500 Kev Loj Hlob Index, txog Lub Cuaj Hli 9:
Koj tuaj yeem pom tias S&P500 Tus Nqi Index tau tuav tau zoo dua li S&P 500 Kev Loj Hlob Index thaum xyoo 2022.
Cov tuam txhab lag luam hauv cov nqi lag luam feem ntau xav tias yuav loj hlob tsawg dua li cov nyob hauv kev loj hlob camp, thaum cov nqi khoom lag luam kuj tseem yuav ua lag luam qis dua rau cov nyiaj tau los thiab kev muag khoom. Cov tuam txhab paub tab yuav zoo li yuav suav tias yog cov khoom muaj nqis. Txawm li cas los xij, muaj ntau yam piv txwv ntawm cov tuam txhab paub tab uas tseem loj hlob sai.
S&P 500 Tus Nqi Index yog tsim los ntawm 446 lub tuam txhab kos los ntawm tag nrho S&P 500 uas nyob qib siab tshaj plaws hauv cov qhab nia sib xyaw tsim los ntawm S&P Dow Jones Indices uas suav nrog kev ntsuas rau phau ntawv tus nqi, nyiaj tau los thiab muag. Koj tuaj yeem nyeem ntxiv txog S&P Dow Jones Indices tus nqi / kev loj hlob "style pob tawb" txoj kev no.
Kev tshuaj ntsuam tus nqi stocks rau kev loj hlob muaj peev xwm
Pib nrog 446 tus neeg sawv cev ntawm S&P 500 Tus Nqi Index, thawj zaug tshuaj ntsuam txo cov npe ntawm cov khoom lag luam mus rau 432 rau qhov kev pom zoo muag thiab cov nyiaj tau los ntawm ib qho kev kwv yees muaj nyob hauv daim ntawv qhia hnub 2024 ntawm tsawg kawg tsib tus kws tshuaj ntsuam xyuas los ntawm FactSet. Peb siv daim ntawv qhia hnub-xyoo kwv yees vim tias ntau lub tuam txhab muaj cov nyiaj xyoo uas tsis phim daim ntawv qhia hnub.
Tom qab ntawd peb tau mus ntxiv los tshuaj xyuas txhua lub tuam txhab uas xav kom pom qhov poob rau daim ntawv qhia hnub 2022, 2023 lossis 2024. Qhov no coj qhov screen mus rau 422 lub tuam txhab.
Ntawm cov 422 tuam txhab uas muag nyob rau hauv S&P 500 Tus Nqi Index, ntawm no yog 20 nrog qhov siab tshaj plaws uas xav tau ob-xyoos kev loj hlob txhua xyoo (CAGR) rau kev muag khoom mus txog 2024:
| lub tuam txhab | Ticker | Ob xyoos kwv yees muag CAGR txog 2024 | Kwv yees muag - 2022 ($bil.) | Kwv yees muag - 2023 ($bil.) | Kwv yees muag - 2024 ($bil.) |
| Take-Ob Sib Tham Sib Tham Software Inc. | TTWO | 26.3% | $5,302 | $7,482 | $8,454 |
| SolarEdge Technologies Inc. | SEDG | 24.4% | $3,072 | $3,909 | $4,752 |
| Paycom Software Inc. | PAYC | 22.4% | $1,355 | $1,663 | $2,031 |
| Ceridian HCM Holding Inc. | CDAY | 16.8% | $1,228 | $1,434 | $1,674 |
| Twitter Inc. | TWTR | 16.7% | $5,287 | $6,034 | $7,205 |
| Mastercard Inc. Chav Kawm A | MA | 16.0% | $22,260 | $25,814 | $29,929 |
| Prologis Inc., UA | PLD | 15.6% | $4,673 | $5,486 | $6,243 |
| Salesforce Inc. | CRM | 15.5% | $30,657 | $35,244 | $40,875 |
| Abiomed Inc. | ABMD | 15.3% | $1,123 | $1,292 | $1,494 |
| Incyte Cov. | NYIAJ THEM | 14.6% | $3,391 | $3,918 | $4,453 |
| Illumina Inc. | ILMN | 14.3% | $4,733 | $5,453 | $6,180 |
| Berkshire Hathaway Inc. Chav B | BRK | 14.1% | $269,039 | $335,270 | $350,527 |
| PayPal Holdings Inc. | PYPL | 14.1% | $27,858 | $31,703 | $36,285 |
| Chipotle Mexican Grill Inc. | CMG | 13.7% | $8,744 | $9,940 | $11,303 |
| Chaw PLC | APTV | 13.7% | $17,190 | $19,619 | $22,212 |
| Qhov Zoo Nkauj Kho Siab Tshaj Inc. | ISRG | 13.6% | $6,212 | $7,004 | $8,019 |
| Celanese Corp. | CE | 13.3% | $9,561 | $10,989 | $12,266 |
| Autodesk Inc. | TAWM | 13.2% | $4,965 | $5,598 | $6,359 |
| Booking Holdings Inc. | BKNG | 12.6% | $16,859 | $19,179 | $21,366 |
| Kev Lom Zem Los daus loj Inc. | ATVI | 12.5% | $8,016 | $9,612 | $10,146 |
| Source: FactSet |
Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab. Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm MarketWatch nplooj ntawv nqe lus.
Ib qho screen Tshuag xws li qhov no ib qho tseem ceeb tsuas yog ib qho tseem ceeb. Yog tias koj pom ib lub tuam txhab nyob rau hauv cov npe uas muaj kev txaus siab, koj yuav tsum tau ua koj tus kheej kev tshawb fawb los tsim koj tus kheej lub tswv yim hais txog yuav ua li cas lub tuam txhab yuav nyob twj ywm kev sib tw nyob rau hauv kaum xyoo tom ntej.
Lub tuam txhab qeb siab tshaj plaws ntawm cov npe yog Take-Two Interactive Software Inc.
TTWO,
uas tsim lub Grand Tub Sab Nraud Auto videogames los ntawm nws daim ntawv lo Rockstar Games. Qhov kev tso tawm tsis ntev los no hauv cov koob no yog GTA V, uas tau tawm hauv xyoo 2013, tab sis tseem muaj kev txhawb nqa.
Jefferies kws tshuaj ntsuam Andrew Uerkwitz tus nqi Take-Two ib "yuav" thiab tau suav nrog lub tuam txhab ntawm nws lub tuam txhab "Franchise Picks" daim ntawv teev npe. Take-Ob qhov kev cia siab 26.3% kev muag khoom CAGR los ntawm 2022 txog 2024 tuaj yeem cuam tshuam qhov kev cia siab tias GTA VI yuav raug tso tawm.
Hauv tsab ntawv ceeb toom rau cov neeg siv lub Cuaj Hlis 9, Uerkwitz tau hais meej tias nws tsis paub thaum twg qhov kev ua si yuav raug tso tawm, tab sis kuj tau sau tias: "Qhov peb muaj kev ntseeg siab yog tias thaum nws tau tshaj tawm, peb yuav pom qhov rov hais dua. nyob rau hauv tus nqi thiab cov khoom lag luam zoo ib yam li kev zoo siab thiab kev cia siab yuav tsim. "
"Peb yuav ua siab ntev tos," nws hais ntxiv.
Ntau tus kws tshuaj ntsuam pom zoo nrog nws, raws li koj tuaj yeem pom ntawm cov ntsiab lus ntawm cov kws tshuaj ntsuam cov kev xav ntawm pab pawg:
| lub tuam txhab | Ticker | Qhia "yuav" kev ntsuas | Qhia cov kev ntsuas nruab nrab | Qhia "muag" kev ntsuas | Tus nqi kaw - Cuaj hlis 9 | Kev pom zoo tus nqi phiaj | Pauv 12-hli upside tej zaum |
| Take-Ob Sib Tham Sib Tham Software Inc. | TTWO | 74% | 26% | 0% | $127.78 | $164.08 | 28% |
| SolarEdge Technologies Inc. | SEDG | 73% | 23% | 4% | $313.00 | $367.63 | 17% |
| Paycom Software Inc. | PAYC | 70% | 30% | 0% | $370.17 | $398.61 | 8% |
| Ceridian HCM Holding Inc. | CDAY | 56% | 38% | 6% | $63.57 | $71.38 | 12% |
| Twitter Inc. | TWTR | 0% | 94% | 6% | $42.19 | $41.51 | -2% |
| Mastercard Inc. Chav Kawm A | MA | 92% | 8% | 0% | $335.85 | $425.48 | 27% |
| Prologis Inc., UA | PLD | 75% | 25% | 0% | $129.63 | $161.93 | 25% |
| Salesforce Inc. | CRM | 86% | 14% | 0% | $162.59 | $221.07 | 36% |
| Abiomed Inc. | ABMD | 40% | 50% | 10% | $282.28 | $328.33 | 16% |
| Incyte Cov. | NYIAJ THEM | 52% | 43% | 5% | $72.20 | $88.35 | 22% |
| Illumina Inc. | ILMN | 28% | 55% | 17% | $210.35 | $242.69 | 15% |
| Berkshire Hathaway Inc. Chav B | BRK | 29% | 71% | 0% | $285.77 | $356.62 | 25% |
| PayPal Holdings Inc. | PYPL | 71% | 29% | 0% | $96.23 | $119.39 | 24% |
| Chipotle Mexican Grill Inc. | CMG | 70% | 30% | 0% | $1,723.32 | $1,781.77 | 3% |
| Chaw PLC | APTV | 74% | 19% | 7% | $96.74 | $130.41 | 35% |
| Qhov Zoo Nkauj Kho Siab Tshaj Inc. | ISRG | 64% | 32% | 4% | $221.32 | $255.19 | 15% |
| Celanese Corp. | CE | 54% | 38% | 8% | $115.29 | $145.14 | 26% |
| Autodesk Inc. | TAWM | 70% | 26% | 4% | $211.68 | $256.30 | 21% |
| Booking Holdings Inc. | BKNG | 66% | 31% | 3% | $1,981.03 | $2,397.46 | 21% |
| Kev Lom Zem Los daus loj Inc. | ATVI | 46% | 54% | 0% | $78.51 | $93.59 | 19% |
| Source: FactSet |
Nco tsis tau: 12 semiconductor stocks bucking downcycle trends
Thiab rau cov nyiaj tau los: Cov khoom lag luam nyiam tuaj yeem muab cov sijhawm zais rau cov tub ua lag luam sib faib. Tsuas yog saib ntawm JPMorgan Chase piv txwv no.
Hnov los ntawm Ray Dalio ntawm MarketWatch's Cov tswv yim tshiab zoo tshaj plaws hauv Nyiaj Festival Lub Cuaj Hlis 21 thiab 22 hauv New York. Tus thawj saib xyuas nyiaj txiag muaj kev xav zoo txog qhov twg kev lag luam mus.
20 tus nqi stocks uas nws txoj kev loj hlob muaj peev xwm raug saib xyuas los ntawm cov tub ua lag luam
Tom qab xyoo dhau los ntawm kev ua lag luam bull nyob rau hauv kev loj hlob cov khoom lag luam, cov tswv yim tus nqi beleaguered tau ua tau zoo tshaj xyoo no, vim tias cov paj laum nce siab siv cov khoom lag luam.
Hauv qab no yog ib qho screen ntawm loj-cap nqi stocks uas muaj cov yam ntxwv loj hlob. Qhov no tuaj yeem ua qhov pib rau koj tus kheej cov kev tshawb fawb xaiv cov khoom lag luam hauv ib puag ncig kev lag luam nyuaj.
Ua ntej, cia peb saib xyoo no qhov kev ua tau zoo ntawm S&P 500
SPX
thiab ob ntawm nws cov subsets, S&P 500 Tus Nqi Index thiab S&P 500 Kev Loj Hlob Index, txog Lub Cuaj Hli 9:
FactSet
Koj tuaj yeem pom tias S&P500 Tus Nqi Index tau tuav tau zoo dua li S&P 500 Kev Loj Hlob Index thaum xyoo 2022.
Cov tuam txhab lag luam hauv cov nqi lag luam feem ntau xav tias yuav loj hlob tsawg dua li cov nyob hauv kev loj hlob camp, thaum cov nqi khoom lag luam kuj tseem yuav ua lag luam qis dua rau cov nyiaj tau los thiab kev muag khoom. Cov tuam txhab paub tab yuav zoo li yuav suav tias yog cov khoom muaj nqis. Txawm li cas los xij, muaj ntau yam piv txwv ntawm cov tuam txhab paub tab uas tseem loj hlob sai.
S&P 500 Tus Nqi Index yog tsim los ntawm 446 lub tuam txhab kos los ntawm tag nrho S&P 500 uas nyob qib siab tshaj plaws hauv cov qhab nia sib xyaw tsim los ntawm S&P Dow Jones Indices uas suav nrog kev ntsuas rau phau ntawv tus nqi, nyiaj tau los thiab muag. Koj tuaj yeem nyeem ntxiv txog S&P Dow Jones Indices tus nqi / kev loj hlob "style pob tawb" txoj kev no.
Kev tshuaj ntsuam tus nqi stocks rau kev loj hlob muaj peev xwm
Pib nrog 446 tus neeg sawv cev ntawm S&P 500 Tus Nqi Index, thawj zaug tshuaj ntsuam txo cov npe ntawm cov khoom lag luam mus rau 432 rau qhov kev pom zoo muag thiab cov nyiaj tau los ntawm ib qho kev kwv yees muaj nyob hauv daim ntawv qhia hnub 2024 ntawm tsawg kawg tsib tus kws tshuaj ntsuam xyuas los ntawm FactSet. Peb siv daim ntawv qhia hnub-xyoo kwv yees vim tias ntau lub tuam txhab muaj cov nyiaj xyoo uas tsis phim daim ntawv qhia hnub.
Tom qab ntawd peb tau mus ntxiv los tshuaj xyuas txhua lub tuam txhab uas xav kom pom qhov poob rau daim ntawv qhia hnub 2022, 2023 lossis 2024. Qhov no coj qhov screen mus rau 422 lub tuam txhab.
Ntawm cov 422 tuam txhab uas muag nyob rau hauv S&P 500 Tus Nqi Index, ntawm no yog 20 nrog qhov siab tshaj plaws uas xav tau ob-xyoos kev loj hlob txhua xyoo (CAGR) rau kev muag khoom mus txog 2024:
Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab. Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm MarketWatch nplooj ntawv nqe lus.
Ib qho screen Tshuag xws li qhov no ib qho tseem ceeb tsuas yog ib qho tseem ceeb. Yog tias koj pom ib lub tuam txhab nyob rau hauv cov npe uas muaj kev txaus siab, koj yuav tsum tau ua koj tus kheej kev tshawb fawb los tsim koj tus kheej lub tswv yim hais txog yuav ua li cas lub tuam txhab yuav nyob twj ywm kev sib tw nyob rau hauv kaum xyoo tom ntej.
Lub tuam txhab qeb siab tshaj plaws ntawm cov npe yog Take-Two Interactive Software Inc.
TTWO,
uas tsim lub Grand Tub Sab Nraud Auto videogames los ntawm nws daim ntawv lo Rockstar Games. Qhov kev tso tawm tsis ntev los no hauv cov koob no yog GTA V, uas tau tawm hauv xyoo 2013, tab sis tseem muaj kev txhawb nqa.
Jefferies kws tshuaj ntsuam Andrew Uerkwitz tus nqi Take-Two ib "yuav" thiab tau suav nrog lub tuam txhab ntawm nws lub tuam txhab "Franchise Picks" daim ntawv teev npe. Take-Ob qhov kev cia siab 26.3% kev muag khoom CAGR los ntawm 2022 txog 2024 tuaj yeem cuam tshuam qhov kev cia siab tias GTA VI yuav raug tso tawm.
Hauv tsab ntawv ceeb toom rau cov neeg siv lub Cuaj Hlis 9, Uerkwitz tau hais meej tias nws tsis paub thaum twg qhov kev ua si yuav raug tso tawm, tab sis kuj tau sau tias: "Qhov peb muaj kev ntseeg siab yog tias thaum nws tau tshaj tawm, peb yuav pom qhov rov hais dua. nyob rau hauv tus nqi thiab cov khoom lag luam zoo ib yam li kev zoo siab thiab kev cia siab yuav tsim. "
"Peb yuav ua siab ntev tos," nws hais ntxiv.
Ntau tus kws tshuaj ntsuam pom zoo nrog nws, raws li koj tuaj yeem pom ntawm cov ntsiab lus ntawm cov kws tshuaj ntsuam cov kev xav ntawm pab pawg:
Nco tsis tau: 12 semiconductor stocks bucking downcycle trends
Thiab rau cov nyiaj tau los: Cov khoom lag luam nyiam tuaj yeem muab cov sijhawm zais rau cov tub ua lag luam sib faib. Tsuas yog saib ntawm JPMorgan Chase piv txwv no.
Hnov los ntawm Ray Dalio ntawm MarketWatch's Cov tswv yim tshiab zoo tshaj plaws hauv Nyiaj Festival Lub Cuaj Hlis 21 thiab 22 hauv New York. Tus thawj saib xyuas nyiaj txiag muaj kev xav zoo txog qhov twg kev lag luam mus.
Tau qhov twg los: https://www.marketwatch.com/story/20-value-stocks-whose-growth-potential-is-overlooked-by-investors-11663006190?siteid=yhoof2&yptr=yahoo