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2021-04-29
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Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比52周高点低40%（或更多）</blockquote>
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These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比52周高点低40%（或更多）</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117027267","media":"Motley Fool","summary":"History says that if you buy high-quality businesses and hang onto them for long periods of time, yo","content":"<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买了高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从1919年到2020年，没有一个连续的20年期间投资者会亏损，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，说服自己将资金投入市场在心理上更加困难。当我们购买股票时，我们希望感觉自己得到了一个好价格，但当基准标普500几乎每周都打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有个好消息：优质股票的折扣<i>是</i>如果你愿意做一点挖掘，可以。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前有三只改变游戏规则的股票处于各自行业创新的前沿，它们都较各自的52周（和历史）高点下跌了至少40%。最重要的是，相对于几个月前的情况，它们看起来非常便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比52周高点低41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股中，很少有（如果有的话）比远程医疗服务提供商在2020年受到大流行的帮助更大<b>Teladoc健康</b>（纽约证券交易所代码：TDOC）。然而，尽管Teladoc度过了辉煌的一年，但其股价仍较2月中旬创下的历史52周高点回落了约41%。这是一个时机成熟的讨价还价。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者排除在办公室之外，对虚拟就诊的需求猛增。Teladoc在2020年处理的虚拟访问比上一年增加了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管有人担心疫情结束后Teladoc会发生什么，但该公司的增长轨迹和医疗保健福利状况对其未来前景良好。远程医疗对患者来说更加方便，可以让医生更容易地与慢性病患者接触。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的费用通常低于办公室就诊，更频繁地咨询慢性病患者可能会带来更好的长期结果（即更低的长期费用）。这些好处正是Teladoc销售额在2012年至2019年间年均增长74%的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有Teladoc的另一个原因是它最近收购了应用健康信号公司Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和提示，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要支持的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo已经吸引了超过500,000名糖尿病会员，并计划将患有高血压和体重管理问题的患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的普遍估计，Teladoc Health的年销售额可能会在十年中期增长五倍，达到56亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比52周高点低50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速地</b>（纽约证券交易所代码：FSLY）。自10月中旬达到136.50美元的峰值以来，Fastly的股价已经回落了一半。这种折扣对于长期投资者来说没有什么意义。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与Teladoc一样，Fastly在从疫情中受益方面具有独特的优势。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。在疫情期间，人们被困在家里，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管Fastly的新客户增长在第四季度略有放缓，并且由于对增长计划进行再投资并雇用更多员工，预计2021年的亏损将超出预期，但证据就在布丁中，即其客户认可其服务。去年，Fastly第三季度和第四季度的收入保留率为99%，基于adollar的净扩张率(DBNER)分别为147%和143%。DNBER用简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到Fastly在第三季度克服了运营障碍。2020年上半年，受欢迎的社交媒体平台抖音占总销售额的八分之一。但随着TikTok母公司字节跳动与美国特朗普政府发生争执，它从Fastly的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的事情最终被证明是无害的。全年销售额增长45%至2.91亿美元，调整后毛利率扩大430个基点至60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务设置完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让Fastly及其投资者变得富有。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：较52周高点低43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通信公司</b>（纳斯达克：ZM）。自2020年10月19日达到每股近589美元的峰值以来，该公司在上周末已回吐了43%的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像是破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续进行，大大小小的企业开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比去年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供其基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是，该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去12个月贡献至少10万美元收入的客户增长了156%。但拥有至少10名员工的客户数量激增470%，达到467,100名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我有没有提到绝对的统治地位？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%。这基本上是其第二接近的竞争对手的两倍，使其成为大多数企业的合理选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能看到其增长在未来几年大幅放缓。如果说有什么不同的话，那就是Zoom的现金流意外之财让它有动力将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与Teladoc一样，Zoom的销售额有望在未来五年内增长大约五倍。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比52周高点低40%（或更多）</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLike Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比52周高点低40%（或更多）</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-29 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买了高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从1919年到2020年，没有一个连续的20年期间投资者会亏损，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，说服自己将资金投入市场在心理上更加困难。当我们购买股票时，我们希望感觉自己得到了一个好价格，但当基准标普500几乎每周都打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有个好消息：优质股票的折扣<i>是</i>如果你愿意做一点挖掘，可以。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前有三只改变游戏规则的股票处于各自行业创新的前沿，它们都较各自的52周（和历史）高点下跌了至少40%。最重要的是，相对于几个月前的情况，它们看起来非常便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比52周高点低41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股中，很少有（如果有的话）比远程医疗服务提供商在2020年受到大流行的帮助更大<b>Teladoc健康</b>（纽约证券交易所代码：TDOC）。然而，尽管Teladoc度过了辉煌的一年，但其股价仍较2月中旬创下的历史52周高点回落了约41%。这是一个时机成熟的讨价还价。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者排除在办公室之外，对虚拟就诊的需求猛增。Teladoc在2020年处理的虚拟访问比上一年增加了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管有人担心疫情结束后Teladoc会发生什么，但该公司的增长轨迹和医疗保健福利状况对其未来前景良好。远程医疗对患者来说更加方便，可以让医生更容易地与慢性病患者接触。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的费用通常低于办公室就诊，更频繁地咨询慢性病患者可能会带来更好的长期结果（即更低的长期费用）。这些好处正是Teladoc销售额在2012年至2019年间年均增长74%的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有Teladoc的另一个原因是它最近收购了应用健康信号公司Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和提示，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要支持的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo已经吸引了超过500,000名糖尿病会员，并计划将患有高血压和体重管理问题的患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的普遍估计，Teladoc Health的年销售额可能会在十年中期增长五倍，达到56亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比52周高点低50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速地</b>（纽约证券交易所代码：FSLY）。自10月中旬达到136.50美元的峰值以来，Fastly的股价已经回落了一半。这种折扣对于长期投资者来说没有什么意义。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与Teladoc一样，Fastly在从疫情中受益方面具有独特的优势。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。在疫情期间，人们被困在家里，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管Fastly的新客户增长在第四季度略有放缓，并且由于对增长计划进行再投资并雇用更多员工，预计2021年的亏损将超出预期，但证据就在布丁中，即其客户认可其服务。去年，Fastly第三季度和第四季度的收入保留率为99%，基于adollar的净扩张率(DBNER)分别为147%和143%。DNBER用简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到Fastly在第三季度克服了运营障碍。2020年上半年，受欢迎的社交媒体平台抖音占总销售额的八分之一。但随着TikTok母公司字节跳动与美国特朗普政府发生争执，它从Fastly的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的事情最终被证明是无害的。全年销售额增长45%至2.91亿美元，调整后毛利率扩大430个基点至60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务设置完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让Fastly及其投资者变得富有。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：较52周高点低43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通信公司</b>（纳斯达克：ZM）。自2020年10月19日达到每股近589美元的峰值以来，该公司在上周末已回吐了43%的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像是破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续进行，大大小小的企业开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比去年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供其基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是，该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去12个月贡献至少10万美元收入的客户增长了156%。但拥有至少10名员工的客户数量激增470%，达到467,100名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我有没有提到绝对的统治地位？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%。这基本上是其第二接近的竞争对手的两倍，使其成为大多数企业的合理选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能看到其增长在未来几年大幅放缓。如果说有什么不同的话，那就是Zoom的现金流意外之财让它有动力将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与Teladoc一样，Zoom的销售额有望在未来五年内增长大约五倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","TDOC":"Teladoc Health Inc.","FSLY":"Fastly, Inc."},"source_url":"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117027267","content_text":"History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, theS&P 500hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.\nHowever, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.\nBut I have good news: Discounts on great stocksareavailable, if you're willing to do a bit of digging.\nThere are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.\n\nIMAGE SOURCE: GETTY IMAGES.\nTeladoc Health: 41% below its 52-week high\nAmonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services providerTeladoc Health(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.\nLast year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.\nThough there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.\nIt's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.\nAnother reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.\nLivongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.\nLook for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.\n\nIMAGE SOURCE: GETTY IMAGES.\nFastly: 50% below its 52-week high\nIf you like sifting for discounts, you're going to love edge cloud-services providerFastly(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.\nLike Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.\nEven though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).\nJust as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.\nWhat looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.\nFastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.\n\nIMAGE SOURCE: GETTY IMAGES.\nZoom Video Communications: 43% below its 52-week high\nA final game-changing stock that's been substantially discounted in recent months is web-conferencing giantZoom Video Communications(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.\nNot to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.\nOne of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.\nAnd have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.\nThe efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.\nLike Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.","news_type":1,"symbols_score_info":{"TDOC":0.9,"FSLY":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":437,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/109554984"}
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