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2021-09-23
Accumulate some
5 Stocks to Buy in the September Sell-Off<blockquote>9 月份抛售中值得买入的 5 只股票</blockquote>
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Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.I can't tell you where Adobe,Markel,Take Two Interactive Software,Vertex Pharmaceuticals, and BostonBeerwill trade next week or next month. But I'm confident they will significantly outperform the market o","content":"<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明，市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生，但大约每两年会发生一次 10% 的下降。这就是为什么如果最近的低迷持续下去，我重点介绍五家值得购买的优质公司。</blockquote></p><p> I can't tell you where <b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and <b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>（纳斯达克代码：ADBE），<b>马克尔</b>（纽约证券交易所代码：MKL）<b>拿两个交互软件</b>（纳斯达克股票代码：TTWO），<b>顶点制药</b>（纳斯达克股票代码：VRTX），以及<b>波士顿啤酒</b>（纽约证券交易所股票代码：SAM）将于下周或下个月交易。但我相信他们将在未来三年多的时间里大大跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe 市值达 3000 亿美元，是世界上最大的软件公司之一。它的应用程序是创意专业人员制作的许多内容的支柱。多年来，它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一项订阅服务，为几乎任何创建或交付内容的人提供应用程序。数字体验部分是一个云平台，帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后，除了广告云产品之外，其出版和广告部门还包含传统产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现惊人地好。过去十年，销售额和自由现金流分别增长了 241% 和 281%。在 2021 财年的前 9 个月，该公司公布的收入为 117 亿美元。这比去年同期增长了24%，比2019年增长了43%。它的债务很少，投资资本回报率为33%。这比<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官 Shantanu Narayen 看到了整个业务的优势，并相信数字化转型将推动公司的财务业绩，即使该公司投资于 it 评级的“巨大市场机会”。毫无疑问，跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果你得到了它，就利用它并购买 Adobe 的股票。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to <b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔因长得像伯克希尔而被称为“小伯克希尔”<b>伯克希尔哈撒韦公司</b>.它也是一家保险公司，利用其部分浮动资金（对尚未在索赔中支付的保单收取的保费）投资股票和收购企业。它也以类似的方式管理这些业务，将其持有期视为永久。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是，Markel 只是一家市值 165 亿美元的公司。这使其在购买商品方面具有更大的灵活性，并为股东提供了数十年稳定、跑赢市场的回报的潜力。想要证据吗？自 1990 年以来，马克尔的股票表现一直优于伯克希尔哈撒韦公司，您会感到惊讶吗？它有。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKLDATA by YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模不到沃伦·巴菲特庞然大物的 37 倍，但仍然有几乎无限的机会采用相同的模式。它可能不是一只令人兴奋的科技股，也不是在短时间内将您的投资翻倍，但它是一家被证明跑赢市场的公司，可以为投资组合增加压舱物。如果您在抛售期间有机会增持股票，请抓住机会。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>拿两个互动</h3>Take Two 拥有有史以来最受欢迎的视频游戏系列之一——<i>侠盗猎车手</i>截至去年，该系列的第五期--<i>侠盗猎车手V</i>-- 是有史以来第三畅销的电子游戏。它只落后了<i>我的世界</i>和<i>俄罗斯方块</i>想要更多证据吗？它需要<i>侠盗猎车手V</i>三天内销售额达到 10 亿美元。这比最接近的、性能最好的电子游戏快五倍多<i>哈利波特</i>电影，以及<i>头像</i>该公司拥有更多稳定的资产。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一款流行游戏——<i>NBA2K</i>系列-也因其波兰和商业上的成功而受到称赞。但是Take Two让我兴奋的是这些游戏有什么共同点。它们都在一个可能性似乎无穷无尽的虚拟世界中提供了身临其境的体验。随着元宇宙的讨论变得更加主流，该公司已经证明它可以创建引人入胜的虚拟世界，用户可以参与打造自己的体验以及他人的体验。它使公司在财务上与众不同。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来，销售额增长了308%。这与<b>动视暴雪</b>70%和<b>电子艺术</b>'36%.当然，那些出版商已经更成熟了。尽管如此，这有助于强调为什么我认为 Take Two 是游戏制造商在市场抛售中购买的原因。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA 收入（年度）数据 by YCharts</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病，并努力主导空间。这就是 Vertex 如何建立 480 亿美元的市值和 67 亿美元的年收入。该公司拥有四种获批的治疗囊性纤维化（一种导致粘液在器官中积聚的疾病）的药物，治疗了美国、欧洲、澳大利亚和加拿大 83,000 名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信，通过在最近获得批准的市场成功将药物商业化，在新市场获得批准，并在美国和欧洲推出其最新的 CF 药物，该公司可以治疗另外 30,000 名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作，以保持其在CF的地位并探索新的增长机会。它斥资 9 亿美元购买了 CTX001 的控股权——它与<b>CRISPR 疗法</b>--用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗药物、一种针对肾脏疾病的药物以及一种治疗 1 型糖尿病的干细胞衍生疗法正在进行临床试验。Vertex 还拥有基于基因的临床前项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道，具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此，华尔街并没有给予该公司太多信任。其市销率是自 2012 年（该公司开始销售首款 CF 药物的那一年）以来的最低水平。分析师预计今明两年的销售额将会攀升，这使得折扣更加明显。凭借在 CF 领域的坚实基础和巨大的潜力，Vertex Pharmaceuticals 可能已经很便宜了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>驾驭酒精饮料行业的趋势就像乘坐过山车。多年来，美国人的口味发生了变化，葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上，无论流行什么，波士顿啤酒都能够成功。但对于股东来说，这是一个跌宕起伏的旅程。该股在过去 20 年中曾三次下跌至少 60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA by YCharts</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于低迷状态，因为它的硬苏打水品牌 Truly 在激烈的竞争中表现不佳。下跌之后，该股为投资者提供了一个他们不常获得的机会。分析师仍预计今年营收为 21.6 亿美元。这使得不到三的预计市盈率接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然，在好转之前，情况可能会变得更糟。管理层在 7 月份下调了盈利预测，然后在本月早些时候撤回了指引，称这将导致与该产品相关的冲销和费用。尽管这很可怕，但我敢打赌，波士顿啤酒将在未来几年重演其经历低迷、找到新趋势并创下历史新高的历史。</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>5 Stocks to Buy in the September Sell-Off<blockquote>9 月份抛售中值得买入的 5 只股票</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\">\n5 Stocks to Buy in the September Sell-Off<blockquote>9 月份抛售中值得买入的 5 只股票</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\">2021-09-23 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明，市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生，但大约每两年会发生一次 10% 的下降。这就是为什么如果最近的低迷持续下去，我重点介绍五家值得购买的优质公司。</blockquote></p><p> I can't tell you where <b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and <b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>（纳斯达克代码：ADBE），<b>马克尔</b>（纽约证券交易所代码：MKL）<b>拿两个交互软件</b>（纳斯达克股票代码：TTWO），<b>顶点制药</b>（纳斯达克股票代码：VRTX），以及<b>波士顿啤酒</b>（纽约证券交易所股票代码：SAM）将于下周或下个月交易。但我相信他们将在未来三年多的时间里大大跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe 市值达 3000 亿美元，是世界上最大的软件公司之一。它的应用程序是创意专业人员制作的许多内容的支柱。多年来，它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一项订阅服务，为几乎任何创建或交付内容的人提供应用程序。数字体验部分是一个云平台，帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后，除了广告云产品之外，其出版和广告部门还包含传统产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现惊人地好。过去十年，销售额和自由现金流分别增长了 241% 和 281%。在 2021 财年的前 9 个月，该公司公布的收入为 117 亿美元。这比去年同期增长了24%，比2019年增长了43%。它的债务很少，投资资本回报率为33%。这比<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官 Shantanu Narayen 看到了整个业务的优势，并相信数字化转型将推动公司的财务业绩，即使该公司投资于 it 评级的“巨大市场机会”。毫无疑问，跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果你得到了它，就利用它并购买 Adobe 的股票。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to <b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔因长得像伯克希尔而被称为“小伯克希尔”<b>伯克希尔哈撒韦公司</b>.它也是一家保险公司，利用其部分浮动资金（对尚未在索赔中支付的保单收取的保费）投资股票和收购企业。它也以类似的方式管理这些业务，将其持有期视为永久。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是，Markel 只是一家市值 165 亿美元的公司。这使其在购买商品方面具有更大的灵活性，并为股东提供了数十年稳定、跑赢市场的回报的潜力。想要证据吗？自 1990 年以来，马克尔的股票表现一直优于伯克希尔哈撒韦公司，您会感到惊讶吗？它有。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKLDATA by YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模不到沃伦·巴菲特庞然大物的 37 倍，但仍然有几乎无限的机会采用相同的模式。它可能不是一只令人兴奋的科技股，也不是在短时间内将您的投资翻倍，但它是一家被证明跑赢市场的公司，可以为投资组合增加压舱物。如果您在抛售期间有机会增持股票，请抓住机会。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>拿两个互动</h3>Take Two 拥有有史以来最受欢迎的视频游戏系列之一——<i>侠盗猎车手</i>截至去年，该系列的第五期--<i>侠盗猎车手V</i>-- 是有史以来第三畅销的电子游戏。它只落后了<i>我的世界</i>和<i>俄罗斯方块</i>想要更多证据吗？它需要<i>侠盗猎车手V</i>三天内销售额达到 10 亿美元。这比最接近的、性能最好的电子游戏快五倍多<i>哈利波特</i>电影，以及<i>头像</i>该公司拥有更多稳定的资产。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一款流行游戏——<i>NBA2K</i>系列-也因其波兰和商业上的成功而受到称赞。但是Take Two让我兴奋的是这些游戏有什么共同点。它们都在一个可能性似乎无穷无尽的虚拟世界中提供了身临其境的体验。随着元宇宙的讨论变得更加主流，该公司已经证明它可以创建引人入胜的虚拟世界，用户可以参与打造自己的体验以及他人的体验。它使公司在财务上与众不同。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来，销售额增长了308%。这与<b>动视暴雪</b>70%和<b>电子艺术</b>'36%.当然，那些出版商已经更成熟了。尽管如此，这有助于强调为什么我认为 Take Two 是游戏制造商在市场抛售中购买的原因。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA 收入（年度）数据 by YCharts</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病，并努力主导空间。这就是 Vertex 如何建立 480 亿美元的市值和 67 亿美元的年收入。该公司拥有四种获批的治疗囊性纤维化（一种导致粘液在器官中积聚的疾病）的药物，治疗了美国、欧洲、澳大利亚和加拿大 83,000 名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信，通过在最近获得批准的市场成功将药物商业化，在新市场获得批准，并在美国和欧洲推出其最新的 CF 药物，该公司可以治疗另外 30,000 名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作，以保持其在CF的地位并探索新的增长机会。它斥资 9 亿美元购买了 CTX001 的控股权——它与<b>CRISPR 疗法</b>--用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗药物、一种针对肾脏疾病的药物以及一种治疗 1 型糖尿病的干细胞衍生疗法正在进行临床试验。Vertex 还拥有基于基因的临床前项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道，具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此，华尔街并没有给予该公司太多信任。其市销率是自 2012 年（该公司开始销售首款 CF 药物的那一年）以来的最低水平。分析师预计今明两年的销售额将会攀升，这使得折扣更加明显。凭借在 CF 领域的坚实基础和巨大的潜力，Vertex Pharmaceuticals 可能已经很便宜了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>驾驭酒精饮料行业的趋势就像乘坐过山车。多年来，美国人的口味发生了变化，葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上，无论流行什么，波士顿啤酒都能够成功。但对于股东来说，这是一个跌宕起伏的旅程。该股在过去 20 年中曾三次下跌至少 60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA by YCharts</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于低迷状态，因为它的硬苏打水品牌 Truly 在激烈的竞争中表现不佳。下跌之后，该股为投资者提供了一个他们不常获得的机会。分析师仍预计今年营收为 21.6 亿美元。这使得不到三的预计市盈率接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然，在好转之前，情况可能会变得更糟。管理层在 7 月份下调了盈利预测，然后在本月早些时候撤回了指引，称这将导致与该产品相关的冲销和费用。尽管这很可怕，但我敢打赌，波士顿啤酒将在未来几年重演其经历低迷、找到新趋势并创下历史新高的历史。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/\">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":{"MKL":"Markel Corp","SAM":"波斯顿啤酒","ADBE":"Adobe","TTWO":"Take-Two Interactive Software","VRTX":"福泰制药"},"source_url":"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137784790","content_text":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.\nI can't tell you where Adobe(NASDAQ:ADBE),Markel(NYSE:MKL),Take Two Interactive Software(NASDAQ:TTWO),Vertex Pharmaceuticals(NASDAQ:VRTX), and BostonBeer(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.\nAdobe\nAt a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.\nDigital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.\nThe business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better thanMicrosoft.\nCEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.\nMarkel\nMarkel has been called the \"baby Berkshire\" for its resemblance to Berkshire Hathaway. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.\nOne big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.\nMKLDATA BYYCHARTS\nAt less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.\nTake Two Interactive\nTake Two has one of the most popular video game franchises of all time --Grand Theft Auto. As of last year, the fifth installment in the series --GTA V-- was the third-best-selling video game ever. It trailed onlyMinecraftandTetris. Want more proof? It tookGTA Vthree days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performingHarry Pottermovie, andAvatar. And the company has more in its stable.\nAnother of its popular games -- theNBA2Kseries -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.\nSince 2012, sales have grown 308%. That compares favorably toActivision Blizzard's 70% andElectronic Arts' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.\nEA REVENUE (ANNUAL)DATA BYYCHARTS\nVertex Pharmaceuticals\nSome drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.\nManagement believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.\nIt has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration withCRISPR Therapeutics-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs withModernaand Arbor Biotechnologies. It's a robust pipeline with a lot of potential.\nDespite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.\nBoston Beer\nRiding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.\nSAMDATA BYYCHARTS\nIt's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.\nOf course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.","news_type":1,"symbols_score_info":{"MKL":0.9,"TTWO":0.9,"VRTX":0.9,"SAM":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"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/863826385"}
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