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2021-12-06
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Historically low lending rates and a persistently dovish U.S. central bank have given fast-paced companies access to cheap capital that they've used to hire, acquire, and innovate.<blockquote>自 12 年前大衰退结束以来，成长型股票一直占据主导地位。历史上较低的贷款利率和持续鸽派的美国央行让快节奏的公司获得了廉价资本，他们已经习惯了这些资本来招聘、收购和创新。</blockquote> The thing is, even with growth stocks responsible for pushing the stock market to new heights, great deals can still be found. For long-term investors, the following three surefire growth stocks are all bargains that can be confidently bought in December.<blockquote>问题是，即使成长型股票负责将股市推向新的高度，仍然可以找到伟大的交易。对于长期投资者来说，以下三只稳赚不赔的成长型股票都是12月份可以放心买入的便宜货。</blockquote> <img src=\"https://static.tigerbbs.com/f15900ffc21bc761d72f7b1e71e83010\" tg-width=\"2000\" tg-height=\"1399\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Square<blockquote>平方</blockquote> The first surefire growth stock patient investors can load up on in December following a 25% pullback since August is fintech-giant&nbsp;Square.<blockquote>自 8 月份以来回调 25% 后，耐心投资者可以在 12 月份买入的第一只 surefire 增长股票是金融科技巨头平方.</blockquote> For the past couple of months, Square has come under pressure for a variety of reasons. There's worry about the role cryptocurrencies might play in the payments space, and more recently, there's concern about higher-inflation rates adversely impacting consumer spending. Growth stocks with hefty premiums tend to get hit hardest when inflation picks up.<blockquote>在过去的几个月里，由于各种原因，Square一直处于压力之下。人们担心加密货币可能在支付领域发挥的作用，最近，人们担心通胀率上升会对消费者支出产生不利影响。当通胀加剧时，溢价过高的成长型股票往往会受到最严重的打击。</blockquote> While these might be tangible concerns for some&nbsp;fintech stocks, Square has demonstrated it's in a class of its own -- which is why it carries such a lofty valuation premium.<blockquote>虽然这些对于一些金融科技股来说可能是切实的担忧，但 Square 已经证明它是独一无二的——这就是它具有如此高的估值溢价的原因。</blockquote> For more than a decade, the company has relied on its seller ecosystem as its&nbsp;bread-and-butter growth source. This segment is what provides point-of-sale solutions, loans, and analytics to help businesses succeed. In the seven years leading up to the pandemic, the gross payment volume (GPV) transacted on Square's network grew by an annualized average of 49% from $6.5 billion to $106.2 billion. Based on Square's third-quarter GPV of $41.7 billion, the company has an annual run-rate of almost $167 billion.<blockquote>十多年来，该公司一直依赖其卖家生态系统作为其面包和黄油的增长来源。该部门提供销售点解决方案、贷款和分析，以帮助企业取得成功。在疫情爆发前的七年里，Square网络上交易的总支付量（GPV）年均增长49%，从65亿美元增长到1062亿美元。根据 Square 第三季度 417 亿美元的 GPV，该公司的年运营率接近 1670 亿美元。</blockquote> What's remarkable about the seller ecosystem is its incorporation of bigger businesses. Once a tool used almost exclusively by small/independent merchants, two-thirds of Square's Q3 GPV originated from sellers with at least $125,000 in annualized GPV. Since the seller ecosystem is predominantly a fee-driven segment, this steady shift will gradually increase gross profits over time.<blockquote>卖家生态系统的显著特点是它整合了更大的企业。Square 第三季度 GPV 的三分之二曾是小型/独立商家几乎专门使用的工具，而年化 GPV 至少为 12.5 万美元的卖家有三分之二。由于卖家生态系统主要是一个费用驱动的细分市场，这种稳定的转变将随着时间的推移逐渐增加毛利润。</blockquote> But the long-term growth opportunity that should make Square a surefire investment is its digital peer-to-peer payment platform, Cash App. In just a three-year stretch ending Dec. 31, 2020, Cash App's monthly active user (MAU) count&nbsp;more than quintupled&nbsp;from 7 million to 36 million.<blockquote>但让 Square 成为稳妥投资的长期增长机会是其数字点对点支付平台 Cash App。在截至 2020 年 12 月 31 日的短短三年时间里，Cash App 的月活跃用户 (MAU) 数量从 700 万增长到 3600 万，增长了五倍多。</blockquote> What makes Cash App so intriguing is its margins. In the June-ended quarter, Square noted in its shareholder letter that it was generating $55 in gross profit per monthly transacting active customer, yet was spending around $5 to acquire each Cash App MAU. There's little question that Cash App will blow past the seller ecosystem in terms of profit potential over the long run.<blockquote>Cash App 之所以如此吸引人，是因为它的利润率。在截至 6 月的季度中，Square 在股东信中指出，每月交易活跃客户的毛利润为 55 美元，但购买每个现金应用 MAU 的费用约为 5 美元。毫无疑问，从长远来看，Cash App 的利润潜力将超越卖家生态系统。</blockquote> The&nbsp;icing on the cake for Square&nbsp;is its pending $29 billion acquisition of \"buy now, pay later\" company&nbsp;Afterpay. Purchasing Afterpay will create a closed-loop payment system that connects the seller ecosystem with Cash App. This pricey deal is ultimately geared at growing its ecosystem and bolstering long-term margins.<blockquote>Square 的锦上添花是其即将以 290 亿美元收购“先买后付”公司后付费购买Afterpay将创建一个闭环支付系统，将卖家生态系统与Cash App连接起来。这笔昂贵的交易最终是为了发展其生态系统并提高长期利润率。</blockquote> <img src=\"https://static.tigerbbs.com/2644af4464af927edb622f1f17d1727d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Novavax<blockquote>诺瓦瓦克斯</blockquote> Another surefire growth stock investors can confidently pile into in December is drug-developer&nbsp;Novavax.<blockquote>投资者可以在 12 月放心买入的另一只稳健增长的股票是药物开发商诺瓦瓦克斯.</blockquote> Novavax is one of what's seemingly become an army of drugmakers angling to produce a coronavirus disease 2019 (COVID-19) vaccine or treatment. But unlike most of the crowd, the company's lead vaccine (NVX-CoV2373) appears to be in the upper echelon of effectiveness.<blockquote>Novavax 是似乎已成为致力于生产冠状病毒疾病 2019 (COVID-19) 疫苗或治疗药物的制药商大军之一。但与大多数人不同的是，该公司的领先疫苗（NVX-CoV2373）似乎处于有效性的上层。</blockquote> In March and June, Novavax released the results of two large-scale studies involving its COVID-19 vaccine. In the U.K. trial, NVX-CoV2373 produced an 89.7% vaccine efficacy (VE), which included the original strain of the SARS-CoV-2 virus that causes COVID-19, as well as the U.K. variant. There was also the U.S./Mexico phase 3 trial, which produced a 90.4% VE. With the exception of&nbsp;Moderna&nbsp;and&nbsp;Pfizer/BioNTech, whose initial large-scale U.S. trials yielded respective VEs of 94.1% and 95%, Novavax looks as if it'll slide in as the clear No. 3 option in the COVID-19 vaccine space.<blockquote>3月和6月，Novavax发布了涉及其新冠肺炎疫苗的两项大规模研究的结果。在英国试验中，NVX-CoV2373 产生了 89.7% 的疫苗效力 (VE)，其中包括导致 COVID-19 的 SARS-CoV-2 病毒的原始毒株以及英国变体。还有美国/墨西哥的3期试验，产生了90.4%的VE。除了现代和辉瑞/生物技术Novavax 在美国的初步大规模试验分别产生了 94.1% 和 95% 的 VEs，看起来它将成为 COVID-19 疫苗领域的明显第三选择。</blockquote> Despite these positive clinical results, Novavax's share price has more or less gone nowhere since late January. This has to do with emergency-use authorization (EUA) filing delays in key markets, as well as production setbacks. Wall Street and investors have been quick to pounce on any delays in bringing NVX-CoV2373 to market.<blockquote>尽管有这些积极的临床结果，但自 1 月下旬以来，Novavax 的股价或多或少没有任何进展。这与主要市场的紧急使用授权 (EUA) 申请延迟以及生产挫折有关。华尔街和投资者迅速抓住了 NVX-CoV2373 推向市场的任何延误。</blockquote> However, Novavax looks like it's&nbsp;working through many of its delays. It was recently granted its first EUAs in Indonesia and the Philippines and has filed for the equivalent of EUA approval with the World Health Organization, Canada, Australia, and the U.K., to name a few key markets.<blockquote>然而，Novavax 看起来正在克服许多延误。它最近在印度尼西亚和菲律宾获得了第一个EUA，并已向世界卫生组织、加拿大、澳大利亚和英国申请了相当于EUA的批准，仅举几个主要市场。</blockquote> It's important for investors to understand that COVID-19 has the look of an endemic illness. The mutability of the virus, coupled with the need to vaccinate billions of additional people worldwide, makes it highly likely that Novavax will&nbsp;generate recurring revenue from this indication, rather than a one-time pop from initial inoculations.<blockquote>对于投资者来说，重要的是要了解 COVID-19 看起来像是一种地方病。病毒的可变性，加上需要为全球数十亿人接种疫苗，使得Novavax极有可能从这一适应症中产生经常性收入，而不是从初始接种中获得一次性收入。</blockquote> The Novavax growth story should also&nbsp;blossom, thanks to innovation. It's one of the leading candidates to develop a combination COVID-19/influenza vaccine and bring it to market faster than its peers.<blockquote>得益于创新，Novavax 的增长故事也应该会开花结果。它是开发新冠肺炎/流感联合疫苗并比同行更快地将其推向市场的主要候选公司之一。</blockquote> All of these factors make Novavax a screaming bargain in the&nbsp;biotech space.<blockquote>所有这些因素使得 Novavax 成为生物技术领域的一大便宜货。</blockquote> <img src=\"https://static.tigerbbs.com/daba772eacee266463194db26d926d00\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Pinterest<blockquote>Pinterest</blockquote> A third surefire growth stock to buy in December is social-media platform&nbsp;&nbsp;Pinterest.<blockquote>12 月值得购买的第三只 surefire 增长股票是社交媒体平台Pinterest.</blockquote> There's no sugarcoating that&nbsp;Pinterest has been a dud in 2021. Its shares are down almost 40% year to date, with the stock teetering on a 14-month low. This weakness is the result of Pinterest's MAU declining on a sequential basis for each of the past two quarters (from 478 million in Q1 2021 to 444 million in Q3 2021).<blockquote>毫无疑问，Pinterest在 2021 年表现不佳。今年迄今为止，其股价已下跌近 40%，跌至 14 个月低点。这一疲软是由于 Pinterest 过去两个季度的 MAU 连续下降（从 2021 年第一季度的 4.78 亿下降到 2021 年第三季度的 4.44 亿）。</blockquote> To state the obvious, Pinterest was never going to maintain its rate of MAU growth achieved during the pandemic. With COVID-19 vaccination rates picking up in developed markets, it's not a surprise to see people getting out of the house more often. But it's worthwhile noting that, when examined over a three-or-five-year period, Pinterest's MAU growth remains within historic norms.<blockquote>显而易见的是，Pinterest永远不会维持疫情期间实现的MAU增长率。随着发达市场新冠肺炎疫苗接种率的上升，看到人们更频繁地走出家门也就不足为奇了。但值得注意的是，从三年或五年的时间来看，Pinterest的MAU增长仍在历史正常范围内。</blockquote> What's far more important for investors to recognize is that, even with more modest near-term MAU growth, we're seeing&nbsp;almost no slowdown in the monetization of Pinterest's user base. In the September-ended quarter, global average revenue per user (ARPU) jumped 37%, while international ARPU skyrocketed 81%. International ARPU remains low enough ($0.38 in Q3) that it can double many times over this decade and fuel sustainable double-digit growth.<blockquote>对于投资者来说，更重要的是要认识到，即使近期 MAU 增长较为温和，我们也几乎没有看到 Pinterest 用户群的货币化放缓。在截至 9 月份的季度中，全球每用户平均收入 (ARPU) 跃升 37%，而国际 ARPU 则飙升 81%。国际 ARPU 仍然足够低（第三季度为 0.38 美元），可以在这十年内翻一番，并推动可持续的两位数增长。</blockquote> What's made Pinterest a desirable place for advertisers is its&nbsp;transparent operating model. Whereas other social media platforms gather information with likes and users' search histories, the entire premise of Pinterest is for users to post about the things, places, and services that interest them. With this important data in hand, Pinterest merely needs to connect users with the merchants who can meet their needs. It's a no-brainer that merchants are going to be willing to spend big to reach motivated shoppers.<blockquote>Pinterest之所以成为广告商的理想之地，是因为它透明的运营模式。其他社交媒体平台通过喜欢和用户的搜索历史来收集信息，而Pinterest的整个前提是用户发布他们感兴趣的事物、地点和服务。有了这些重要数据，Pinterest只需要将用户与能够满足用户需求的商家联系起来。显而易见，商家愿意花大价钱来吸引有积极性的购物者。</blockquote> Following its retracement, Pinterest is downright inexpensive. It can be scooped up for 30 times Wall Street's forecast earnings per share for 2022, yet is still growing sales by 25% or more annually. It's the perfect growth stock to add in December and&nbsp;hang onto over the next 5 to 10 years.<blockquote>在回调之后，Pinterest变得非常便宜。它可以达到华尔街 2022 年预测每股收益的 30 倍，但销售额仍以每年 25% 或更多的速度增长。这是 12 月份加入并在未来 5 到 10 年内持有的完美成长型股票。</blockquote>","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 Surefire Growth Stocks to Buy in December<blockquote>12 月值得买入的 3 只必备成长型股票</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 Surefire Growth Stocks to Buy in December<blockquote>12 月值得买入的 3 只必备成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-03 15:16\n\n</h4>\n</header>\n<article>\nSince the end of the Great Recession more than 12 years ago,growth stocks&nbsp;have been dominant. Historically low lending rates and a persistently dovish U.S. central bank have given fast-paced companies access to cheap capital that they've used to hire, acquire, and innovate.<blockquote>自 12 年前大衰退结束以来，成长型股票一直占据主导地位。历史上较低的贷款利率和持续鸽派的美国央行让快节奏的公司获得了廉价资本，他们已经习惯了这些资本来招聘、收购和创新。</blockquote> The thing is, even with growth stocks responsible for pushing the stock market to new heights, great deals can still be found. For long-term investors, the following three surefire growth stocks are all bargains that can be confidently bought in December.<blockquote>问题是，即使成长型股票负责将股市推向新的高度，仍然可以找到伟大的交易。对于长期投资者来说，以下三只稳赚不赔的成长型股票都是12月份可以放心买入的便宜货。</blockquote> <img src=\"https://static.tigerbbs.com/f15900ffc21bc761d72f7b1e71e83010\" tg-width=\"2000\" tg-height=\"1399\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Square<blockquote>平方</blockquote> The first surefire growth stock patient investors can load up on in December following a 25% pullback since August is fintech-giant&nbsp;Square.<blockquote>自 8 月份以来回调 25% 后，耐心投资者可以在 12 月份买入的第一只 surefire 增长股票是金融科技巨头平方.</blockquote> For the past couple of months, Square has come under pressure for a variety of reasons. There's worry about the role cryptocurrencies might play in the payments space, and more recently, there's concern about higher-inflation rates adversely impacting consumer spending. Growth stocks with hefty premiums tend to get hit hardest when inflation picks up.<blockquote>在过去的几个月里，由于各种原因，Square一直处于压力之下。人们担心加密货币可能在支付领域发挥的作用，最近，人们担心通胀率上升会对消费者支出产生不利影响。当通胀加剧时，溢价过高的成长型股票往往会受到最严重的打击。</blockquote> While these might be tangible concerns for some&nbsp;fintech stocks, Square has demonstrated it's in a class of its own -- which is why it carries such a lofty valuation premium.<blockquote>虽然这些对于一些金融科技股来说可能是切实的担忧，但 Square 已经证明它是独一无二的——这就是它具有如此高的估值溢价的原因。</blockquote> For more than a decade, the company has relied on its seller ecosystem as its&nbsp;bread-and-butter growth source. This segment is what provides point-of-sale solutions, loans, and analytics to help businesses succeed. In the seven years leading up to the pandemic, the gross payment volume (GPV) transacted on Square's network grew by an annualized average of 49% from $6.5 billion to $106.2 billion. Based on Square's third-quarter GPV of $41.7 billion, the company has an annual run-rate of almost $167 billion.<blockquote>十多年来，该公司一直依赖其卖家生态系统作为其面包和黄油的增长来源。该部门提供销售点解决方案、贷款和分析，以帮助企业取得成功。在疫情爆发前的七年里，Square网络上交易的总支付量（GPV）年均增长49%，从65亿美元增长到1062亿美元。根据 Square 第三季度 417 亿美元的 GPV，该公司的年运营率接近 1670 亿美元。</blockquote> What's remarkable about the seller ecosystem is its incorporation of bigger businesses. Once a tool used almost exclusively by small/independent merchants, two-thirds of Square's Q3 GPV originated from sellers with at least $125,000 in annualized GPV. Since the seller ecosystem is predominantly a fee-driven segment, this steady shift will gradually increase gross profits over time.<blockquote>卖家生态系统的显著特点是它整合了更大的企业。Square 第三季度 GPV 的三分之二曾是小型/独立商家几乎专门使用的工具，而年化 GPV 至少为 12.5 万美元的卖家有三分之二。由于卖家生态系统主要是一个费用驱动的细分市场，这种稳定的转变将随着时间的推移逐渐增加毛利润。</blockquote> But the long-term growth opportunity that should make Square a surefire investment is its digital peer-to-peer payment platform, Cash App. In just a three-year stretch ending Dec. 31, 2020, Cash App's monthly active user (MAU) count&nbsp;more than quintupled&nbsp;from 7 million to 36 million.<blockquote>但让 Square 成为稳妥投资的长期增长机会是其数字点对点支付平台 Cash App。在截至 2020 年 12 月 31 日的短短三年时间里，Cash App 的月活跃用户 (MAU) 数量从 700 万增长到 3600 万，增长了五倍多。</blockquote> What makes Cash App so intriguing is its margins. In the June-ended quarter, Square noted in its shareholder letter that it was generating $55 in gross profit per monthly transacting active customer, yet was spending around $5 to acquire each Cash App MAU. There's little question that Cash App will blow past the seller ecosystem in terms of profit potential over the long run.<blockquote>Cash App 之所以如此吸引人，是因为它的利润率。在截至 6 月的季度中，Square 在股东信中指出，每月交易活跃客户的毛利润为 55 美元，但购买每个现金应用 MAU 的费用约为 5 美元。毫无疑问，从长远来看，Cash App 的利润潜力将超越卖家生态系统。</blockquote> The&nbsp;icing on the cake for Square&nbsp;is its pending $29 billion acquisition of \"buy now, pay later\" company&nbsp;Afterpay. Purchasing Afterpay will create a closed-loop payment system that connects the seller ecosystem with Cash App. This pricey deal is ultimately geared at growing its ecosystem and bolstering long-term margins.<blockquote>Square 的锦上添花是其即将以 290 亿美元收购“先买后付”公司后付费购买Afterpay将创建一个闭环支付系统，将卖家生态系统与Cash App连接起来。这笔昂贵的交易最终是为了发展其生态系统并提高长期利润率。</blockquote> <img src=\"https://static.tigerbbs.com/2644af4464af927edb622f1f17d1727d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Novavax<blockquote>诺瓦瓦克斯</blockquote> Another surefire growth stock investors can confidently pile into in December is drug-developer&nbsp;Novavax.<blockquote>投资者可以在 12 月放心买入的另一只稳健增长的股票是药物开发商诺瓦瓦克斯.</blockquote> Novavax is one of what's seemingly become an army of drugmakers angling to produce a coronavirus disease 2019 (COVID-19) vaccine or treatment. But unlike most of the crowd, the company's lead vaccine (NVX-CoV2373) appears to be in the upper echelon of effectiveness.<blockquote>Novavax 是似乎已成为致力于生产冠状病毒疾病 2019 (COVID-19) 疫苗或治疗药物的制药商大军之一。但与大多数人不同的是，该公司的领先疫苗（NVX-CoV2373）似乎处于有效性的上层。</blockquote> In March and June, Novavax released the results of two large-scale studies involving its COVID-19 vaccine. In the U.K. trial, NVX-CoV2373 produced an 89.7% vaccine efficacy (VE), which included the original strain of the SARS-CoV-2 virus that causes COVID-19, as well as the U.K. variant. There was also the U.S./Mexico phase 3 trial, which produced a 90.4% VE. With the exception of&nbsp;Moderna&nbsp;and&nbsp;Pfizer/BioNTech, whose initial large-scale U.S. trials yielded respective VEs of 94.1% and 95%, Novavax looks as if it'll slide in as the clear No. 3 option in the COVID-19 vaccine space.<blockquote>3月和6月，Novavax发布了涉及其新冠肺炎疫苗的两项大规模研究的结果。在英国试验中，NVX-CoV2373 产生了 89.7% 的疫苗效力 (VE)，其中包括导致 COVID-19 的 SARS-CoV-2 病毒的原始毒株以及英国变体。还有美国/墨西哥的3期试验，产生了90.4%的VE。除了现代和辉瑞/生物技术Novavax 在美国的初步大规模试验分别产生了 94.1% 和 95% 的 VEs，看起来它将成为 COVID-19 疫苗领域的明显第三选择。</blockquote> Despite these positive clinical results, Novavax's share price has more or less gone nowhere since late January. This has to do with emergency-use authorization (EUA) filing delays in key markets, as well as production setbacks. Wall Street and investors have been quick to pounce on any delays in bringing NVX-CoV2373 to market.<blockquote>尽管有这些积极的临床结果，但自 1 月下旬以来，Novavax 的股价或多或少没有任何进展。这与主要市场的紧急使用授权 (EUA) 申请延迟以及生产挫折有关。华尔街和投资者迅速抓住了 NVX-CoV2373 推向市场的任何延误。</blockquote> However, Novavax looks like it's&nbsp;working through many of its delays. It was recently granted its first EUAs in Indonesia and the Philippines and has filed for the equivalent of EUA approval with the World Health Organization, Canada, Australia, and the U.K., to name a few key markets.<blockquote>然而，Novavax 看起来正在克服许多延误。它最近在印度尼西亚和菲律宾获得了第一个EUA，并已向世界卫生组织、加拿大、澳大利亚和英国申请了相当于EUA的批准，仅举几个主要市场。</blockquote> It's important for investors to understand that COVID-19 has the look of an endemic illness. The mutability of the virus, coupled with the need to vaccinate billions of additional people worldwide, makes it highly likely that Novavax will&nbsp;generate recurring revenue from this indication, rather than a one-time pop from initial inoculations.<blockquote>对于投资者来说，重要的是要了解 COVID-19 看起来像是一种地方病。病毒的可变性，加上需要为全球数十亿人接种疫苗，使得Novavax极有可能从这一适应症中产生经常性收入，而不是从初始接种中获得一次性收入。</blockquote> The Novavax growth story should also&nbsp;blossom, thanks to innovation. It's one of the leading candidates to develop a combination COVID-19/influenza vaccine and bring it to market faster than its peers.<blockquote>得益于创新，Novavax 的增长故事也应该会开花结果。它是开发新冠肺炎/流感联合疫苗并比同行更快地将其推向市场的主要候选公司之一。</blockquote> All of these factors make Novavax a screaming bargain in the&nbsp;biotech space.<blockquote>所有这些因素使得 Novavax 成为生物技术领域的一大便宜货。</blockquote> <img src=\"https://static.tigerbbs.com/daba772eacee266463194db26d926d00\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">Image source: Getty Images.<blockquote>图片来源：盖蒂图片社。</blockquote> Pinterest<blockquote>Pinterest</blockquote> A third surefire growth stock to buy in December is social-media platform&nbsp;&nbsp;Pinterest.<blockquote>12 月值得购买的第三只 surefire 增长股票是社交媒体平台Pinterest.</blockquote> There's no sugarcoating that&nbsp;Pinterest has been a dud in 2021. Its shares are down almost 40% year to date, with the stock teetering on a 14-month low. This weakness is the result of Pinterest's MAU declining on a sequential basis for each of the past two quarters (from 478 million in Q1 2021 to 444 million in Q3 2021).<blockquote>毫无疑问，Pinterest在 2021 年表现不佳。今年迄今为止，其股价已下跌近 40%，跌至 14 个月低点。这一疲软是由于 Pinterest 过去两个季度的 MAU 连续下降（从 2021 年第一季度的 4.78 亿下降到 2021 年第三季度的 4.44 亿）。</blockquote> To state the obvious, Pinterest was never going to maintain its rate of MAU growth achieved during the pandemic. With COVID-19 vaccination rates picking up in developed markets, it's not a surprise to see people getting out of the house more often. But it's worthwhile noting that, when examined over a three-or-five-year period, Pinterest's MAU growth remains within historic norms.<blockquote>显而易见的是，Pinterest永远不会维持疫情期间实现的MAU增长率。随着发达市场新冠肺炎疫苗接种率的上升，看到人们更频繁地走出家门也就不足为奇了。但值得注意的是，从三年或五年的时间来看，Pinterest的MAU增长仍在历史正常范围内。</blockquote> What's far more important for investors to recognize is that, even with more modest near-term MAU growth, we're seeing&nbsp;almost no slowdown in the monetization of Pinterest's user base. In the September-ended quarter, global average revenue per user (ARPU) jumped 37%, while international ARPU skyrocketed 81%. International ARPU remains low enough ($0.38 in Q3) that it can double many times over this decade and fuel sustainable double-digit growth.<blockquote>对于投资者来说，更重要的是要认识到，即使近期 MAU 增长较为温和，我们也几乎没有看到 Pinterest 用户群的货币化放缓。在截至 9 月份的季度中，全球每用户平均收入 (ARPU) 跃升 37%，而国际 ARPU 则飙升 81%。国际 ARPU 仍然足够低（第三季度为 0.38 美元），可以在这十年内翻一番，并推动可持续的两位数增长。</blockquote> What's made Pinterest a desirable place for advertisers is its&nbsp;transparent operating model. Whereas other social media platforms gather information with likes and users' search histories, the entire premise of Pinterest is for users to post about the things, places, and services that interest them. With this important data in hand, Pinterest merely needs to connect users with the merchants who can meet their needs. It's a no-brainer that merchants are going to be willing to spend big to reach motivated shoppers.<blockquote>Pinterest之所以成为广告商的理想之地，是因为它透明的运营模式。其他社交媒体平台通过喜欢和用户的搜索历史来收集信息，而Pinterest的整个前提是用户发布他们感兴趣的事物、地点和服务。有了这些重要数据，Pinterest只需要将用户与能够满足用户需求的商家联系起来。显而易见，商家愿意花大价钱来吸引有积极性的购物者。</blockquote> Following its retracement, Pinterest is downright inexpensive. It can be scooped up for 30 times Wall Street's forecast earnings per share for 2022, yet is still growing sales by 25% or more annually. It's the perfect growth stock to add in December and&nbsp;hang onto over the next 5 to 10 years.<blockquote>在回调之后，Pinterest变得非常便宜。它可以达到华尔街 2022 年预测每股收益的 30 倍，但销售额仍以每年 25% 或更多的速度增长。这是 12 月份加入并在未来 5 到 10 年内持有的完美成长型股票。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/02/3-surefire-growth-stocks-to-buy-in-december/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/12/02/3-surefire-growth-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110450425","content_text":"Since the end of the Great Recession more than 12 years ago,growth stocks have been dominant. Historically low lending rates and a persistently dovish U.S. central bank have given fast-paced companies access to cheap capital that they've used to hire, acquire, and innovate.\nThe thing is, even with growth stocks responsible for pushing the stock market to new heights, great deals can still be found. For long-term investors, the following three surefire growth stocks are all bargains that can be confidently bought in December.\nImage source: Getty Images.\nSquare\nThe first surefire growth stock patient investors can load up on in December following a 25% pullback since August is fintech-giant Square.\nFor the past couple of months, Square has come under pressure for a variety of reasons. There's worry about the role cryptocurrencies might play in the payments space, and more recently, there's concern about higher-inflation rates adversely impacting consumer spending. Growth stocks with hefty premiums tend to get hit hardest when inflation picks up.\nWhile these might be tangible concerns for some fintech stocks, Square has demonstrated it's in a class of its own -- which is why it carries such a lofty valuation premium.\nFor more than a decade, the company has relied on its seller ecosystem as its bread-and-butter growth source. This segment is what provides point-of-sale solutions, loans, and analytics to help businesses succeed. In the seven years leading up to the pandemic, the gross payment volume (GPV) transacted on Square's network grew by an annualized average of 49% from $6.5 billion to $106.2 billion. Based on Square's third-quarter GPV of $41.7 billion, the company has an annual run-rate of almost $167 billion.\nWhat's remarkable about the seller ecosystem is its incorporation of bigger businesses. Once a tool used almost exclusively by small/independent merchants, two-thirds of Square's Q3 GPV originated from sellers with at least $125,000 in annualized GPV. Since the seller ecosystem is predominantly a fee-driven segment, this steady shift will gradually increase gross profits over time.\nBut the long-term growth opportunity that should make Square a surefire investment is its digital peer-to-peer payment platform, Cash App. In just a three-year stretch ending Dec. 31, 2020, Cash App's monthly active user (MAU) count more than quintupled from 7 million to 36 million.\nWhat makes Cash App so intriguing is its margins. In the June-ended quarter, Square noted in its shareholder letter that it was generating $55 in gross profit per monthly transacting active customer, yet was spending around $5 to acquire each Cash App MAU. There's little question that Cash App will blow past the seller ecosystem in terms of profit potential over the long run.\nThe icing on the cake for Square is its pending $29 billion acquisition of \"buy now, pay later\" company Afterpay. Purchasing Afterpay will create a closed-loop payment system that connects the seller ecosystem with Cash App. This pricey deal is ultimately geared at growing its ecosystem and bolstering long-term margins.\nImage source: Getty Images.\nNovavax\nAnother surefire growth stock investors can confidently pile into in December is drug-developer Novavax.\nNovavax is one of what's seemingly become an army of drugmakers angling to produce a coronavirus disease 2019 (COVID-19) vaccine or treatment. But unlike most of the crowd, the company's lead vaccine (NVX-CoV2373) appears to be in the upper echelon of effectiveness.\nIn March and June, Novavax released the results of two large-scale studies involving its COVID-19 vaccine. In the U.K. trial, NVX-CoV2373 produced an 89.7% vaccine efficacy (VE), which included the original strain of the SARS-CoV-2 virus that causes COVID-19, as well as the U.K. variant. There was also the U.S./Mexico phase 3 trial, which produced a 90.4% VE. With the exception of Moderna and Pfizer/BioNTech, whose initial large-scale U.S. trials yielded respective VEs of 94.1% and 95%, Novavax looks as if it'll slide in as the clear No. 3 option in the COVID-19 vaccine space.\nDespite these positive clinical results, Novavax's share price has more or less gone nowhere since late January. This has to do with emergency-use authorization (EUA) filing delays in key markets, as well as production setbacks. Wall Street and investors have been quick to pounce on any delays in bringing NVX-CoV2373 to market.\nHowever, Novavax looks like it's working through many of its delays. It was recently granted its first EUAs in Indonesia and the Philippines and has filed for the equivalent of EUA approval with the World Health Organization, Canada, Australia, and the U.K., to name a few key markets.\nIt's important for investors to understand that COVID-19 has the look of an endemic illness. The mutability of the virus, coupled with the need to vaccinate billions of additional people worldwide, makes it highly likely that Novavax will generate recurring revenue from this indication, rather than a one-time pop from initial inoculations.\nThe Novavax growth story should also blossom, thanks to innovation. It's one of the leading candidates to develop a combination COVID-19/influenza vaccine and bring it to market faster than its peers.\nAll of these factors make Novavax a screaming bargain in the biotech space.\nImage source: Getty Images.\nPinterest\nA third surefire growth stock to buy in December is social-media platform  Pinterest.\nThere's no sugarcoating that Pinterest has been a dud in 2021. Its shares are down almost 40% year to date, with the stock teetering on a 14-month low. This weakness is the result of Pinterest's MAU declining on a sequential basis for each of the past two quarters (from 478 million in Q1 2021 to 444 million in Q3 2021).\nTo state the obvious, Pinterest was never going to maintain its rate of MAU growth achieved during the pandemic. With COVID-19 vaccination rates picking up in developed markets, it's not a surprise to see people getting out of the house more often. But it's worthwhile noting that, when examined over a three-or-five-year period, Pinterest's MAU growth remains within historic norms.\nWhat's far more important for investors to recognize is that, even with more modest near-term MAU growth, we're seeing almost no slowdown in the monetization of Pinterest's user base. In the September-ended quarter, global average revenue per user (ARPU) jumped 37%, while international ARPU skyrocketed 81%. International ARPU remains low enough ($0.38 in Q3) that it can double many times over this decade and fuel sustainable double-digit growth.\nWhat's made Pinterest a desirable place for advertisers is its transparent operating model. Whereas other social media platforms gather information with likes and users' search histories, the entire premise of Pinterest is for users to post about the things, places, and services that interest them. With this important data in hand, Pinterest merely needs to connect users with the merchants who can meet their needs. It's a no-brainer that merchants are going to be willing to spend big to reach motivated shoppers.\nFollowing its retracement, Pinterest is downright inexpensive. It can be scooped up for 30 times Wall Street's forecast earnings per share for 2022, yet is still growing sales by 25% or more annually. It's the perfect growth stock to add in December and hang onto over the next 5 to 10 years.","news_type":1,"symbols_score_info":{"PINS":0.9,"SQ":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":4892,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6858575,"commentId":"6858575","gmtCreate":1638741441964,"gmtModify":1638741441964,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":608062816,"objectIdStr":"608062816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks","text":"Thanks","html":"Thanks","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608062816"}