KSHoSG
2021-03-20
Good reference.
3 Unbeatable Growth Stocks to Buy If the Market Crashes<blockquote>如果市场崩盘,值得购买的 3 只无与伦比的成长型股票</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":350221025,"tweetId":"350221025","gmtCreate":1616214762267,"gmtModify":1634526694942,"author":{"id":3575616552570301,"idStr":"3575616552570301","authorId":3575616552570301,"authorIdStr":"3575616552570301","name":"KSHoSG","avatar":"https://static.tigerbbs.com/f9e9c60ddd65dd7dca218423e8951ee3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good reference.</p></body></html>","htmlText":"<html><head></head><body><p>Good reference.</p></body></html>","text":"Good reference.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/350221025","repostId":1188846193,"repostType":4,"repost":{"id":"1188846193","kind":"news","pubTimestamp":1616152118,"share":"https://www.laohunote.com/m/news/1188846193?lang=zh_CN&edition=full","pubTime":"2021-03-19 19:08","market":"us","language":"en","title":"3 Unbeatable Growth Stocks to Buy If the Market Crashes<blockquote>如果市场崩盘,值得购买的 3 只无与伦比的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188846193","media":"Motley Fool","summary":"A plunging stock market would allow investors to scoop up these superior businesses at a discount.Yo","content":"<p>A plunging stock market would allow investors to scoop up these superior businesses at a discount.You might not like what I'm about to say, but history says it's a fact:Stock market crashes are inevitable.</p><p><blockquote>股市暴跌将使投资者能够以折扣价买入这些优质企业。你可能不喜欢我接下来要说的,但历史表明这是一个事实:股市崩盘是不可避免的。</blockquote></p><p>Over the past 71 years, the benchmark<b>S&P 500</b>has undergone 38 corrections and crashes that led to a double-digit decline in the index. For you math-phobes out there, this works out to a double-digit decline once every 1.87 years. Crashes are common, and there are always catalysts waiting in the wings to send the market screaming lower.</p><p><blockquote>在过去的71年里,基准<b>标普500</b>经历了 38 次调整和崩溃,导致指数出现两位数下跌。对于你们这些数学恐惧症患者来说,这相当于每1.87年一次两位数的下降。崩盘很常见,而且总有催化剂在等着让市场尖叫着走低。</blockquote></p><p>For example, the Shiller price-to-earnings (P/E) ratio for the S&P 500 -- a measure of the average inflation-adjusted earnings from the previous 10 years -- nearly hit 36 this week. That's well over double the 150-year average of 16.8. What's more, the previous four times the S&P 500's Shiller P/E ratio topped (and sustained) 30, the indexlost a minimum of 20%.</p><p><blockquote>例如,标普500的席勒市盈率(衡量过去 10 年经通胀调整后的平均收益)本周接近 36。这是 150 年平均水平 16.8 的两倍多。更重要的是,在标准普尔500的席勒市盈率前四次突破(并持续)30时,该指数至少下跌了20%。</blockquote></p><p>Additionally, margin use among retail investors is up. According to a Harris poll released in September, 43% of retail investors are relying on leverage, whether that means buying on margin or using options in an attempt to time the market. If things get moving in the wrong direction, margin calls could seriously hurt the stock market.</p><p><blockquote>此外,散户投资者的保证金使用量有所增加。根据哈里斯 9 月份发布的一项民意调查,43% 的散户投资者依赖杠杆,无论这意味着保证金购买还是使用期权来试图把握市场时机。如果事情朝着错误的方向发展,保证金评级可能会严重损害股市。</blockquote></p><p>But there's good news here, as well.</p><p><blockquote>但这里也有好消息。</blockquote></p><p>Each and every stock market crash and correction in history has proved to be a buying opportunity for long-term investors. Eventually, a bull market always erases a correction or bear market decline. With this in mind, the following three unbeatablegrowth stockswould be the perfect buys if the market crashes.</p><p><blockquote>历史上每一次股市崩盘和回调都被证明是长期投资者的买入机会。最终,牛市总是会抹去调整或熊市下跌。考虑到这一点,如果市场崩盘,以下三只无与伦比的成长型股票将是完美的买入选择。</blockquote></p><p><b>CrowdStrike Holdings</b></p><p><blockquote><b>CrowdStrike控股</b></blockquote></p><p>Following its stellar fiscal fourth-quarter operating results,cybersecurity stock<b>CrowdStrike Holdings</b>(NASDAQ:CRWD)is looking like an absolute must-own if a market crash occurs.</p><p><blockquote>继第四财季出色的经营业绩之后,网络安全股票<b>CrowdStrike控股</b>如果发生市场崩盘,(纳斯达克股票代码:CRWD)看起来绝对是必须拥有的。</blockquote></p><p>On a macro basis, there should be a double-digit annualized growth opportunity for cybersecurity companies throughout the decade. Businesses were already moving their data into the cloud well before the coronavirus pandemic hit. The past year has simply accelerated an existing trend and generated even more demand for third-party solutions.</p><p><blockquote>从宏观角度来看,网络安全公司在整个十年中应该会有两位数的年化增长机会。早在冠状病毒大流行之前,企业就已经将数据转移到云中。过去的一年只是加速了现有的趋势,并产生了对第三方解决方案的更多需求。</blockquote></p><p>What makes CrowdStrike such a studis the company's Falcon security platform. Falcon is cloud native, responsible for overseeing more than 3 trillion events each week, and is leaning on artificial intelligence (AI) to grow smarter over time. In layman's terms, Falcon can respond to potential threats much faster than in-house security solutions, and in many cases, it can do so at a cheaper overall cost.</p><p><blockquote>CrowdStrike之所以如此受欢迎,研究了该公司的Falcon安全平台。Falcon是云原生的,负责每周监管超过3万亿个事件,并依靠人工智能(AI)随着时间的推移变得更加智能。通俗地说,猎鹰可以比内部安全解决方案更快地响应潜在威胁,而且在许多情况下,它可以以更便宜的总体成本做到这一点。</blockquote></p><p>What's become readily apparent is that CrowdStrike's clients love the product. Over the past 15 quarters (three years, nine months), the percentage of customers with at least four cloud module subscriptions has catapulted from 9% to 63%. What's more, the company has a 12-quarter streak of its dollar-based retention rate topping at least 123%. This means existing customers are spending at least 23% more year over year on subscription services. That's not a surprising figure when you realize that 98% of clients are retained year over year.</p><p><blockquote>显而易见的是,CrowdStrike的客户喜欢这款产品。在过去的 15 个季度(三年零九个月)中,至少订阅了四个云模块的客户比例从 9% 跃升至 63%。更重要的是,该公司连续 12 个季度的美元保留率至少超过 123%。这意味着现有客户在订阅服务上的支出同比至少增加了 23%。当你意识到98%的客户年复一年地被保留时,这个数字并不奇怪。</blockquote></p><p>But possibly the craziest thing of all about CrowdStrike is that the company's long-term subscription gross margin target of 75% to 80%-plushas already been achieved, despite the company still being in the early innings of its growth. CrowdStrike has all the makings of a dominant force in cybersecurity solutions.</p><p><blockquote>但CrowdStrike最疯狂的事情可能是,尽管该公司仍处于增长的早期阶段,但该公司75%至80%的长期订阅毛利率目标已经实现。CrowdStrike具备网络安全解决方案领域主导力量的所有要素。</blockquote></p><p><b>Teladoc Health</b></p><p><blockquote><b>泰拉多克健康</b></blockquote></p><p>Another growth stock investors can comfortably pile into during a stock market crash is telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC).</p><p><blockquote>投资者在股市崩盘期间可以轻松买入的另一只成长型股票是远程医疗巨头<b>泰拉多克健康</b>(纽约证券交易所代码:TDOC)。</blockquote></p><p>As you might have rightly guessed, Teladoc benefited in a big way from the coronavirus pandemic. With physicians and hospitals aiming to keep potentially infected patients and people with chronic health conditions in their homes, the medical community turned in big numbers for virtual visits. In total, Teladoc handled just shy of 10.6 million virtual visits in 2020, up from 4.14 million visits in the prior-year period.</p><p><blockquote>正如您可能正确猜测的那样,Teladoc 从冠状病毒大流行中受益匪浅。随着医生和医院的目标是让潜在的感染患者和患有慢性疾病的人呆在家里,医疗界转向了大量的虚拟就诊。2020年,Teladoc总共处理了近1060万次虚拟访问,高于去年同期的414万次。</blockquote></p><p>The big question is: Can Teladoc's growth continue in a post-pandemic environment? The answer ishighly likely to be yes. That's because telehealth is extremely convenient for patients and can help physicians better monitor chronically ill patients. Best of all, virtual visits are usually billed at a lower rate than office visits, which makes telehealth an instant hit with health insurers.</p><p><blockquote>最大的问题是:Teladoc 的增长能否在大流行后的环境中继续?答案很可能是肯定的。这是因为远程医疗对患者来说极为方便,可以帮助医生更好地监测慢性病患者。最重要的是,虚拟就诊的收费通常低于办公室就诊,这使得远程医疗立即受到健康保险公司的欢迎。</blockquote></p><p>Teladoc's acquisition ofleading applied health-signals companyLivongo Health also gives it a competitive edge. Livongo is a data-driven company that relies on artificial intelligence (AI) to send its subscribers tips and nudges to help them lead healthier lives. Livongo has secured more than 500,000 diabetics as subscribers and has plans to expand its service to cover hypertension and weight management. In my estimate, Livongo's services could encompass in the neighborhood of 40% of the U.S. population.</p><p><blockquote>Teladoc 收购领先的应用健康信号公司 Livongo Health 也赋予了其竞争优势。Livongo 是一家数据驱动的公司,依靠人工智能 (AI) 向订阅者发送提示和提示,帮助他们过上更健康的生活。Livongo 已获得超过 500,000 名糖尿病患者作为订户,并计划将其服务扩展到高血压和体重管理。据我估计,Livongo的服务可以覆盖40%的美国人口。</blockquote></p><p></p><p>As a combined entity, Teladoc and Livongo have the ability to cross-sell, too. With both companies working toward personalizing the care process and improving care oversight, Teladoc looks like a good bet to be one of the fastest-growinghealthcare stocksof the decade.</p><p><blockquote>作为合并后的实体,Teladoc 和 Livongo 也有能力交叉销售。随着两家公司都致力于个性化护理流程和改善护理监督,Teladoc 看起来很有可能成为十年来增长最快的医疗保健股票之一。</blockquote></p><p><b>Amazon</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p>Finally, when the stock market crashes next, don't be afraid to pull the trigger on shares of e-commerce kingpin<b>Amazon</b>(NASDAQ:AMZN).</p><p><blockquote>最后,当股市下一次崩盘时,不要害怕扣动电子商务巨头股票的扳机<b>亚马逊</b>(纳斯达克股票代码:AMZN)</blockquote></p><p>If you're noticing a trend here, it's that many of the fastest-growing companies benefited from the pandemic -- more specifically, the shift toward online consumption or data storage. Last year, Amazonregistered $386.1 billion in sales, which represents an increase of $105.6 billion, or 38%, from the prior-year period. No one on Wall Street is used to megacap companies growing this robustly.</p><p><blockquote>如果你在这里注意到一个趋势,那就是许多增长最快的公司都受益于疫情——更具体地说,是向在线消费或数据存储的转变。去年,亚马逊的销售额为 3,861 亿美元,比上年同期增长 1,056 亿美元,增幅为 38%。华尔街没有人习惯巨型公司如此强劲地增长。</blockquote></p><p>One reason Amazon is such a successful company is its sheer dominance of online retail. According to eMarketer, Amazon's U.S. online retail share is expected tojump 100 basis points to 39.7% in 2021. Put another way, $0.40 of every $1 spent online in the U.S. is routed through Amazon.</p><p><blockquote>亚马逊是一家如此成功的公司的一个原因是它在在线零售领域的绝对主导地位。据 eMarketer 称,亚马逊在美国在线零售的份额预计将在 2021 年跃升 100 个基点,达到 39.7%。换句话说,在美国,每花费1美元,就有0.40美元是通过亚马逊支付的。</blockquote></p><p>Even though retail margins are nothing to write home about, this sheer dominance has helped the company sign up well over 150 million people worldwide to a Prime subscription. The fees Amazon generates from Prime help it to undercut brick-and-mortar retailers on price.</p><p><blockquote>尽管零售利润率没什么大不了的,但这种绝对的主导地位帮助该公司在全球范围内注册了超过 1.5 亿人的 Prime 订阅。亚马逊从 Prime 中产生的费用有助于其在价格上削弱实体零售商。</blockquote></p><p>Amazon is also a leader in cloud infrastructure services. Amazon Web Services (AWS) grew sales by 30% in 2020 -- i.e., during the worst economic downturn in decades. Despite accounting for only 11.8% of total sales last year, the exceptionally high margins associated with cloud infrastructure helped AWS bring in $13.5 billion of Amazon's $22.9 billion in operating income. As AWS grows into a larger percentage of total sales,operating cash flow is going to soar.</p><p><blockquote>亚马逊也是云基础设施服务的领导者。亚马逊网络服务(AWS)在2020年的销售额增长了30%,也就是在几十年来最严重的经济衰退期间。尽管去年仅占总销售额的11.8%,但与云基础设施相关的异常高利润率帮助AWS在经营利润带来了亚马逊229亿美元的135亿美元收入。随着 AWS 在总销售额中所占比例越来越大, 运营现金流将会飙升。</blockquote></p><p>After regularly being valued at between 23 and 37 times year-end cash flow, Amazon's current share price has it on pace for a multiple relative to cash flow of sub-15 in 2023. That makes it a bargain you'll want to scoop up on any major dip.</p><p><blockquote>亚马逊目前的股价通常是年终现金流的 23 至 37 倍,相对于 2023 年现金流,亚马逊目前的股价有望达到 15 倍以下。这使得它成为您在任何重大下跌时都想买入的便宜货。</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>3 Unbeatable Growth Stocks to Buy If the Market Crashes<blockquote>如果市场崩盘,值得购买的 3 只无与伦比的成长型股票</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\">\n3 Unbeatable Growth Stocks to Buy If the Market Crashes<blockquote>如果市场崩盘,值得购买的 3 只无与伦比的成长型股票</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\">2021-03-19 19:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A plunging stock market would allow investors to scoop up these superior businesses at a discount.You might not like what I'm about to say, but history says it's a fact:Stock market crashes are inevitable.</p><p><blockquote>股市暴跌将使投资者能够以折扣价买入这些优质企业。你可能不喜欢我接下来要说的,但历史表明这是一个事实:股市崩盘是不可避免的。</blockquote></p><p>Over the past 71 years, the benchmark<b>S&P 500</b>has undergone 38 corrections and crashes that led to a double-digit decline in the index. For you math-phobes out there, this works out to a double-digit decline once every 1.87 years. Crashes are common, and there are always catalysts waiting in the wings to send the market screaming lower.</p><p><blockquote>在过去的71年里,基准<b>标普500</b>经历了 38 次调整和崩溃,导致指数出现两位数下跌。对于你们这些数学恐惧症患者来说,这相当于每1.87年一次两位数的下降。崩盘很常见,而且总有催化剂在等着让市场尖叫着走低。</blockquote></p><p>For example, the Shiller price-to-earnings (P/E) ratio for the S&P 500 -- a measure of the average inflation-adjusted earnings from the previous 10 years -- nearly hit 36 this week. That's well over double the 150-year average of 16.8. What's more, the previous four times the S&P 500's Shiller P/E ratio topped (and sustained) 30, the indexlost a minimum of 20%.</p><p><blockquote>例如,标普500的席勒市盈率(衡量过去 10 年经通胀调整后的平均收益)本周接近 36。这是 150 年平均水平 16.8 的两倍多。更重要的是,在标准普尔500的席勒市盈率前四次突破(并持续)30时,该指数至少下跌了20%。</blockquote></p><p>Additionally, margin use among retail investors is up. According to a Harris poll released in September, 43% of retail investors are relying on leverage, whether that means buying on margin or using options in an attempt to time the market. If things get moving in the wrong direction, margin calls could seriously hurt the stock market.</p><p><blockquote>此外,散户投资者的保证金使用量有所增加。根据哈里斯 9 月份发布的一项民意调查,43% 的散户投资者依赖杠杆,无论这意味着保证金购买还是使用期权来试图把握市场时机。如果事情朝着错误的方向发展,保证金评级可能会严重损害股市。</blockquote></p><p>But there's good news here, as well.</p><p><blockquote>但这里也有好消息。</blockquote></p><p>Each and every stock market crash and correction in history has proved to be a buying opportunity for long-term investors. Eventually, a bull market always erases a correction or bear market decline. With this in mind, the following three unbeatablegrowth stockswould be the perfect buys if the market crashes.</p><p><blockquote>历史上每一次股市崩盘和回调都被证明是长期投资者的买入机会。最终,牛市总是会抹去调整或熊市下跌。考虑到这一点,如果市场崩盘,以下三只无与伦比的成长型股票将是完美的买入选择。</blockquote></p><p><b>CrowdStrike Holdings</b></p><p><blockquote><b>CrowdStrike控股</b></blockquote></p><p>Following its stellar fiscal fourth-quarter operating results,cybersecurity stock<b>CrowdStrike Holdings</b>(NASDAQ:CRWD)is looking like an absolute must-own if a market crash occurs.</p><p><blockquote>继第四财季出色的经营业绩之后,网络安全股票<b>CrowdStrike控股</b>如果发生市场崩盘,(纳斯达克股票代码:CRWD)看起来绝对是必须拥有的。</blockquote></p><p>On a macro basis, there should be a double-digit annualized growth opportunity for cybersecurity companies throughout the decade. Businesses were already moving their data into the cloud well before the coronavirus pandemic hit. The past year has simply accelerated an existing trend and generated even more demand for third-party solutions.</p><p><blockquote>从宏观角度来看,网络安全公司在整个十年中应该会有两位数的年化增长机会。早在冠状病毒大流行之前,企业就已经将数据转移到云中。过去的一年只是加速了现有的趋势,并产生了对第三方解决方案的更多需求。</blockquote></p><p>What makes CrowdStrike such a studis the company's Falcon security platform. Falcon is cloud native, responsible for overseeing more than 3 trillion events each week, and is leaning on artificial intelligence (AI) to grow smarter over time. In layman's terms, Falcon can respond to potential threats much faster than in-house security solutions, and in many cases, it can do so at a cheaper overall cost.</p><p><blockquote>CrowdStrike之所以如此受欢迎,研究了该公司的Falcon安全平台。Falcon是云原生的,负责每周监管超过3万亿个事件,并依靠人工智能(AI)随着时间的推移变得更加智能。通俗地说,猎鹰可以比内部安全解决方案更快地响应潜在威胁,而且在许多情况下,它可以以更便宜的总体成本做到这一点。</blockquote></p><p>What's become readily apparent is that CrowdStrike's clients love the product. Over the past 15 quarters (three years, nine months), the percentage of customers with at least four cloud module subscriptions has catapulted from 9% to 63%. What's more, the company has a 12-quarter streak of its dollar-based retention rate topping at least 123%. This means existing customers are spending at least 23% more year over year on subscription services. That's not a surprising figure when you realize that 98% of clients are retained year over year.</p><p><blockquote>显而易见的是,CrowdStrike的客户喜欢这款产品。在过去的 15 个季度(三年零九个月)中,至少订阅了四个云模块的客户比例从 9% 跃升至 63%。更重要的是,该公司连续 12 个季度的美元保留率至少超过 123%。这意味着现有客户在订阅服务上的支出同比至少增加了 23%。当你意识到98%的客户年复一年地被保留时,这个数字并不奇怪。</blockquote></p><p>But possibly the craziest thing of all about CrowdStrike is that the company's long-term subscription gross margin target of 75% to 80%-plushas already been achieved, despite the company still being in the early innings of its growth. CrowdStrike has all the makings of a dominant force in cybersecurity solutions.</p><p><blockquote>但CrowdStrike最疯狂的事情可能是,尽管该公司仍处于增长的早期阶段,但该公司75%至80%的长期订阅毛利率目标已经实现。CrowdStrike具备网络安全解决方案领域主导力量的所有要素。</blockquote></p><p><b>Teladoc Health</b></p><p><blockquote><b>泰拉多克健康</b></blockquote></p><p>Another growth stock investors can comfortably pile into during a stock market crash is telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC).</p><p><blockquote>投资者在股市崩盘期间可以轻松买入的另一只成长型股票是远程医疗巨头<b>泰拉多克健康</b>(纽约证券交易所代码:TDOC)。</blockquote></p><p>As you might have rightly guessed, Teladoc benefited in a big way from the coronavirus pandemic. With physicians and hospitals aiming to keep potentially infected patients and people with chronic health conditions in their homes, the medical community turned in big numbers for virtual visits. In total, Teladoc handled just shy of 10.6 million virtual visits in 2020, up from 4.14 million visits in the prior-year period.</p><p><blockquote>正如您可能正确猜测的那样,Teladoc 从冠状病毒大流行中受益匪浅。随着医生和医院的目标是让潜在的感染患者和患有慢性疾病的人呆在家里,医疗界转向了大量的虚拟就诊。2020年,Teladoc总共处理了近1060万次虚拟访问,高于去年同期的414万次。</blockquote></p><p>The big question is: Can Teladoc's growth continue in a post-pandemic environment? The answer ishighly likely to be yes. That's because telehealth is extremely convenient for patients and can help physicians better monitor chronically ill patients. Best of all, virtual visits are usually billed at a lower rate than office visits, which makes telehealth an instant hit with health insurers.</p><p><blockquote>最大的问题是:Teladoc 的增长能否在大流行后的环境中继续?答案很可能是肯定的。这是因为远程医疗对患者来说极为方便,可以帮助医生更好地监测慢性病患者。最重要的是,虚拟就诊的收费通常低于办公室就诊,这使得远程医疗立即受到健康保险公司的欢迎。</blockquote></p><p>Teladoc's acquisition ofleading applied health-signals companyLivongo Health also gives it a competitive edge. Livongo is a data-driven company that relies on artificial intelligence (AI) to send its subscribers tips and nudges to help them lead healthier lives. Livongo has secured more than 500,000 diabetics as subscribers and has plans to expand its service to cover hypertension and weight management. In my estimate, Livongo's services could encompass in the neighborhood of 40% of the U.S. population.</p><p><blockquote>Teladoc 收购领先的应用健康信号公司 Livongo Health 也赋予了其竞争优势。Livongo 是一家数据驱动的公司,依靠人工智能 (AI) 向订阅者发送提示和提示,帮助他们过上更健康的生活。Livongo 已获得超过 500,000 名糖尿病患者作为订户,并计划将其服务扩展到高血压和体重管理。据我估计,Livongo的服务可以覆盖40%的美国人口。</blockquote></p><p></p><p>As a combined entity, Teladoc and Livongo have the ability to cross-sell, too. With both companies working toward personalizing the care process and improving care oversight, Teladoc looks like a good bet to be one of the fastest-growinghealthcare stocksof the decade.</p><p><blockquote>作为合并后的实体,Teladoc 和 Livongo 也有能力交叉销售。随着两家公司都致力于个性化护理流程和改善护理监督,Teladoc 看起来很有可能成为十年来增长最快的医疗保健股票之一。</blockquote></p><p><b>Amazon</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p>Finally, when the stock market crashes next, don't be afraid to pull the trigger on shares of e-commerce kingpin<b>Amazon</b>(NASDAQ:AMZN).</p><p><blockquote>最后,当股市下一次崩盘时,不要害怕扣动电子商务巨头股票的扳机<b>亚马逊</b>(纳斯达克股票代码:AMZN)</blockquote></p><p>If you're noticing a trend here, it's that many of the fastest-growing companies benefited from the pandemic -- more specifically, the shift toward online consumption or data storage. Last year, Amazonregistered $386.1 billion in sales, which represents an increase of $105.6 billion, or 38%, from the prior-year period. No one on Wall Street is used to megacap companies growing this robustly.</p><p><blockquote>如果你在这里注意到一个趋势,那就是许多增长最快的公司都受益于疫情——更具体地说,是向在线消费或数据存储的转变。去年,亚马逊的销售额为 3,861 亿美元,比上年同期增长 1,056 亿美元,增幅为 38%。华尔街没有人习惯巨型公司如此强劲地增长。</blockquote></p><p>One reason Amazon is such a successful company is its sheer dominance of online retail. According to eMarketer, Amazon's U.S. online retail share is expected tojump 100 basis points to 39.7% in 2021. Put another way, $0.40 of every $1 spent online in the U.S. is routed through Amazon.</p><p><blockquote>亚马逊是一家如此成功的公司的一个原因是它在在线零售领域的绝对主导地位。据 eMarketer 称,亚马逊在美国在线零售的份额预计将在 2021 年跃升 100 个基点,达到 39.7%。换句话说,在美国,每花费1美元,就有0.40美元是通过亚马逊支付的。</blockquote></p><p>Even though retail margins are nothing to write home about, this sheer dominance has helped the company sign up well over 150 million people worldwide to a Prime subscription. The fees Amazon generates from Prime help it to undercut brick-and-mortar retailers on price.</p><p><blockquote>尽管零售利润率没什么大不了的,但这种绝对的主导地位帮助该公司在全球范围内注册了超过 1.5 亿人的 Prime 订阅。亚马逊从 Prime 中产生的费用有助于其在价格上削弱实体零售商。</blockquote></p><p>Amazon is also a leader in cloud infrastructure services. Amazon Web Services (AWS) grew sales by 30% in 2020 -- i.e., during the worst economic downturn in decades. Despite accounting for only 11.8% of total sales last year, the exceptionally high margins associated with cloud infrastructure helped AWS bring in $13.5 billion of Amazon's $22.9 billion in operating income. As AWS grows into a larger percentage of total sales,operating cash flow is going to soar.</p><p><blockquote>亚马逊也是云基础设施服务的领导者。亚马逊网络服务(AWS)在2020年的销售额增长了30%,也就是在几十年来最严重的经济衰退期间。尽管去年仅占总销售额的11.8%,但与云基础设施相关的异常高利润率帮助AWS在经营利润带来了亚马逊229亿美元的135亿美元收入。随着 AWS 在总销售额中所占比例越来越大, 运营现金流将会飙升。</blockquote></p><p>After regularly being valued at between 23 and 37 times year-end cash flow, Amazon's current share price has it on pace for a multiple relative to cash flow of sub-15 in 2023. That makes it a bargain you'll want to scoop up on any major dip.</p><p><blockquote>亚马逊目前的股价通常是年终现金流的 23 至 37 倍,相对于 2023 年现金流,亚马逊目前的股价有望达到 15 倍以下。这使得它成为您在任何重大下跌时都想买入的便宜货。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/03/19/3-unbeatable-growth-stocks-buy-if-market-crashes/\">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":{},"source_url":"https://www.fool.com/investing/2021/03/19/3-unbeatable-growth-stocks-buy-if-market-crashes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188846193","content_text":"A plunging stock market would allow investors to scoop up these superior businesses at a discount.You might not like what I'm about to say, but history says it's a fact:Stock market crashes are inevitable.Over the past 71 years, the benchmarkS&P 500has undergone 38 corrections and crashes that led to a double-digit decline in the index. For you math-phobes out there, this works out to a double-digit decline once every 1.87 years. Crashes are common, and there are always catalysts waiting in the wings to send the market screaming lower.For example, the Shiller price-to-earnings (P/E) ratio for the S&P 500 -- a measure of the average inflation-adjusted earnings from the previous 10 years -- nearly hit 36 this week. That's well over double the 150-year average of 16.8. What's more, the previous four times the S&P 500's Shiller P/E ratio topped (and sustained) 30, the indexlost a minimum of 20%.Additionally, margin use among retail investors is up. According to a Harris poll released in September, 43% of retail investors are relying on leverage, whether that means buying on margin or using options in an attempt to time the market. If things get moving in the wrong direction, margin calls could seriously hurt the stock market.But there's good news here, as well.Each and every stock market crash and correction in history has proved to be a buying opportunity for long-term investors. Eventually, a bull market always erases a correction or bear market decline. With this in mind, the following three unbeatablegrowth stockswould be the perfect buys if the market crashes.CrowdStrike HoldingsFollowing its stellar fiscal fourth-quarter operating results,cybersecurity stockCrowdStrike Holdings(NASDAQ:CRWD)is looking like an absolute must-own if a market crash occurs.On a macro basis, there should be a double-digit annualized growth opportunity for cybersecurity companies throughout the decade. Businesses were already moving their data into the cloud well before the coronavirus pandemic hit. The past year has simply accelerated an existing trend and generated even more demand for third-party solutions.What makes CrowdStrike such a studis the company's Falcon security platform. Falcon is cloud native, responsible for overseeing more than 3 trillion events each week, and is leaning on artificial intelligence (AI) to grow smarter over time. In layman's terms, Falcon can respond to potential threats much faster than in-house security solutions, and in many cases, it can do so at a cheaper overall cost.What's become readily apparent is that CrowdStrike's clients love the product. Over the past 15 quarters (three years, nine months), the percentage of customers with at least four cloud module subscriptions has catapulted from 9% to 63%. What's more, the company has a 12-quarter streak of its dollar-based retention rate topping at least 123%. This means existing customers are spending at least 23% more year over year on subscription services. That's not a surprising figure when you realize that 98% of clients are retained year over year.But possibly the craziest thing of all about CrowdStrike is that the company's long-term subscription gross margin target of 75% to 80%-plushas already been achieved, despite the company still being in the early innings of its growth. CrowdStrike has all the makings of a dominant force in cybersecurity solutions.Teladoc HealthAnother growth stock investors can comfortably pile into during a stock market crash is telemedicine giantTeladoc Health(NYSE:TDOC).As you might have rightly guessed, Teladoc benefited in a big way from the coronavirus pandemic. With physicians and hospitals aiming to keep potentially infected patients and people with chronic health conditions in their homes, the medical community turned in big numbers for virtual visits. In total, Teladoc handled just shy of 10.6 million virtual visits in 2020, up from 4.14 million visits in the prior-year period.The big question is: Can Teladoc's growth continue in a post-pandemic environment? The answer ishighly likely to be yes. That's because telehealth is extremely convenient for patients and can help physicians better monitor chronically ill patients. Best of all, virtual visits are usually billed at a lower rate than office visits, which makes telehealth an instant hit with health insurers.Teladoc's acquisition ofleading applied health-signals companyLivongo Health also gives it a competitive edge. Livongo is a data-driven company that relies on artificial intelligence (AI) to send its subscribers tips and nudges to help them lead healthier lives. Livongo has secured more than 500,000 diabetics as subscribers and has plans to expand its service to cover hypertension and weight management. In my estimate, Livongo's services could encompass in the neighborhood of 40% of the U.S. population.As a combined entity, Teladoc and Livongo have the ability to cross-sell, too. With both companies working toward personalizing the care process and improving care oversight, Teladoc looks like a good bet to be one of the fastest-growinghealthcare stocksof the decade.AmazonFinally, when the stock market crashes next, don't be afraid to pull the trigger on shares of e-commerce kingpinAmazon(NASDAQ:AMZN).If you're noticing a trend here, it's that many of the fastest-growing companies benefited from the pandemic -- more specifically, the shift toward online consumption or data storage. Last year, Amazonregistered $386.1 billion in sales, which represents an increase of $105.6 billion, or 38%, from the prior-year period. No one on Wall Street is used to megacap companies growing this robustly.One reason Amazon is such a successful company is its sheer dominance of online retail. According to eMarketer, Amazon's U.S. online retail share is expected tojump 100 basis points to 39.7% in 2021. Put another way, $0.40 of every $1 spent online in the U.S. is routed through Amazon.Even though retail margins are nothing to write home about, this sheer dominance has helped the company sign up well over 150 million people worldwide to a Prime subscription. The fees Amazon generates from Prime help it to undercut brick-and-mortar retailers on price.Amazon is also a leader in cloud infrastructure services. Amazon Web Services (AWS) grew sales by 30% in 2020 -- i.e., during the worst economic downturn in decades. Despite accounting for only 11.8% of total sales last year, the exceptionally high margins associated with cloud infrastructure helped AWS bring in $13.5 billion of Amazon's $22.9 billion in operating income. As AWS grows into a larger percentage of total sales,operating cash flow is going to soar.After regularly being valued at between 23 and 37 times year-end cash flow, Amazon's current share price has it on pace for a multiple relative to cash flow of sub-15 in 2023. That makes it a bargain you'll want to scoop up on any major dip.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":912,"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":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/350221025"}
精彩评论