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        2023年最值得投資的11只美股

        2023年最值得投資的11只美股

        Lucy Brewster 2023-01-17
        只有選擇基本面強勁的股票,才能讓你的投資之路走得更遠。

        老練的投資者有一個共同的特點,就是能夠在熊市中看到機會。但抄底成功與否是由兩個因素決定的:一是什么時候買,二是買什么。為了避免讓你明年不后悔,你不妨看看那些基本面強勁的股票,這樣才可以讓你的投資之路走得更遠。

        美國銀行(Bank of America)的分析師最近推薦了11只2023年值得考慮的美股。美銀證券的策略師薩維塔·蘇布拉馬尼安帶領的分析團隊寫道:“根據我們的觀點,2023年可能會分為兩個階段——衰退階段和復蘇階段,股市在這兩個階段中的表現可能也會有所不同?!?/p>

        投資分析師們認為,今年的市場預期很可能會出現分歧,而投資者應該考慮那些使投資具有長期吸引力的因素。

        Comerica Wealth Management公司的首席投資官約翰·林奇指出:“雖然2022年對投資者來說是較為漫長的一年,但是今年在下半年企穩之前,我們在上半年也可能遇到一些挑戰?!绷制嬲J為,在經濟動蕩時期,投資者應該轉向價值型股票,而不是增長型股票。

        “一些短線價值股受市場利率影響較小,你能夠在工業、材料和金融服務行業找到它們?!绷制嬲f。

        在經濟動蕩時期,強勁的自由現金流和健康的資產負債表才是王道。即便很多消費者都在勒緊褲帶過日子,但像沃爾瑪(Walmart)這種人們生活中不可或缺的大品牌仍然在股市上表現良好。還有一些股票,例如金融服務業的Arch Capital Group,則是造成經濟衰退的低利率的受益者。

        下面我們就來看看美國銀行推薦的2023年最值得入手的11只美股:

        ??怂构荆‵ox Corp.,A股,股票代碼:FOXA)

        美國銀行的分析師認為,媒體巨頭??怂菇谕瞥龅捏w育博彩業務將為其帶來利好,2023年其股價有望復蘇。該股在1月3日的股價為30.27美元。

        Tractor Supply公司(Tractor Supply Co.,股票代碼:TSCO)

        在非必需消費品領域,美國銀行根據企業財務實力、國內銷售數據和ESG評級等,選擇了這家農業設備經銷商作為推薦股。該股在1月3日的股價為223.18美元。

        沃爾瑪(Walmart Inc.,股票代碼:WMT)

        美國銀行表示,這家零售業巨頭在消費必需品領域仍然占據主導地位,而且它還有著良好的ESG評級。如果經濟繼續惡化,消費者就很有可能出現消費降級,這對主打平價超市品牌的沃爾瑪也是一個利好。該股在1月3日的股價為143.6美元。

        ??松梨冢‥xxon Mobil Corporation,股票代碼:XOM)

        美國銀行認為,2023年在能源領域,??松梨诘纳蠞q潛力最大。該公司在1月3日的股價為106美元。美國銀行的分析師還指出,??松梨趽碛袕妱诺淖杂涩F金流收益,而且一些多頭基金還導致該股被低估了,這也說明它的股價將進一步走強。

        Arch Capital Group公司(Arch Capital Group Ltd.,股票代碼:ACGL)

        在金融領域,美國銀行推薦的是Arch Capital Group,理由是該公司是利率下調帶來的波動性的受益者。該股已經登上了美國銀行的Alpha Surprise Screen組合,它主要推薦那些一般不被常人看好的廉價股票。該股在1月3日的股價為62.46美元。

        哈門那公司(Humana Inc.,股票代碼:HUM)

        美國銀行對這家醫療保險公司給出了很高的評級,而且醫療保險業務對經濟衰退有較強的抗風險能力。目前該公司的股價是500.49美元。這家公司的ESG評級也很高,而且每股收益也有顯著增長。

        霍尼維爾國際公司(Honeywell International,股票代碼:HON)

        在工業板塊,美國銀行推薦的是航空航天技術生產商霍尼韋爾國際公司,美國銀行對它的品質和ESG都給出了較高評級。自動化和低碳對它來說也是兩大利好趨勢。該公司在1月3日的股價為214.3美元。

        亞德諾公司(Analog Devices, Inc.,股票代碼:ADI)

        美國銀行指出,半導體制造公司ADI擁有強勁的自由現金流,而且具有高質量和高價值的特點,使其股票今年很具有吸引力。目前它的股價是62.46美元,考慮到它的高價值,美國銀行認為它在信息技術板塊還有20%的上漲空間。

        Mosaic公司(Mosaic Company,股票代碼:MOS)

        在材料板塊,美國銀行推薦了化肥公司Mosaic,因為它具有較高的市場地位和ESG評級。目前其股價為42.63美元。

        Welltower公司(Welltower Inc,股票代碼:WELL)

        在房地產領域,美國銀行認為,高級住房開發商Welltower已經從新冠疫情造成的損失中復蘇。該公司擁有強勁的股息收益率、高質量評級和正面的ESG評級。目前它的股價為66.95美元。

        杜克能源公司(Duke Energy Corporation,股票代碼:DUK)

        這家能源公司擁有防御性股息和可靠的質量評級,因此成為美國銀行在公用事業領域的首選。目前其股價為103.7美元,已經被多頭減持50%。該公司還擁有積極的ESG評級。(財富中文網)

        譯者:樸成奎

        老練的投資者有一個共同的特點,就是能夠在熊市中看到機會。但抄底成功與否是由兩個因素決定的:一是什么時候買,二是買什么。為了避免讓你明年不后悔,你不妨看看那些基本面強勁的股票,這樣才可以讓你的投資之路走得更遠。

        美國銀行(Bank of America)的分析師最近推薦了11只2023年值得考慮的美股。美銀證券的策略師薩維塔·蘇布拉馬尼安帶領的分析團隊寫道:“根據我們的觀點,2023年可能會分為兩個階段——衰退階段和復蘇階段,股市在這兩個階段中的表現可能也會有所不同?!?/p>

        投資分析師們認為,今年的市場預期很可能會出現分歧,而投資者應該考慮那些使投資具有長期吸引力的因素。

        Comerica Wealth Management公司的首席投資官約翰·林奇指出:“雖然2022年對投資者來說是較為漫長的一年,但是今年在下半年企穩之前,我們在上半年也可能遇到一些挑戰?!绷制嬲J為,在經濟動蕩時期,投資者應該轉向價值型股票,而不是增長型股票。

        “一些短線價值股受市場利率影響較小,你能夠在工業、材料和金融服務行業找到它們?!绷制嬲f。

        在經濟動蕩時期,強勁的自由現金流和健康的資產負債表才是王道。即便很多消費者都在勒緊褲帶過日子,但像沃爾瑪(Walmart)這種人們生活中不可或缺的大品牌仍然在股市上表現良好。還有一些股票,例如金融服務業的Arch Capital Group,則是造成經濟衰退的低利率的受益者。

        下面我們就來看看美國銀行推薦的2023年最值得入手的11只美股:

        ??怂构荆‵ox Corp.,A股,股票代碼:FOXA)

        美國銀行的分析師認為,媒體巨頭??怂菇谕瞥龅捏w育博彩業務將為其帶來利好,2023年其股價有望復蘇。該股在1月3日的股價為30.27美元。

        Tractor Supply公司(Tractor Supply Co.,股票代碼:TSCO)

        在非必需消費品領域,美國銀行根據企業財務實力、國內銷售數據和ESG評級等,選擇了這家農業設備經銷商作為推薦股。該股在1月3日的股價為223.18美元。

        沃爾瑪(Walmart Inc.,股票代碼:WMT)

        美國銀行表示,這家零售業巨頭在消費必需品領域仍然占據主導地位,而且它還有著良好的ESG評級。如果經濟繼續惡化,消費者就很有可能出現消費降級,這對主打平價超市品牌的沃爾瑪也是一個利好。該股在1月3日的股價為143.6美元。

        ??松梨冢‥xxon Mobil Corporation,股票代碼:XOM)

        美國銀行認為,2023年在能源領域,??松梨诘纳蠞q潛力最大。該公司在1月3日的股價為106美元。美國銀行的分析師還指出,??松梨趽碛袕妱诺淖杂涩F金流收益,而且一些多頭基金還導致該股被低估了,這也說明它的股價將進一步走強。

        Arch Capital Group公司(Arch Capital Group Ltd.,股票代碼:ACGL)

        在金融領域,美國銀行推薦的是Arch Capital Group,理由是該公司是利率下調帶來的波動性的受益者。該股已經登上了美國銀行的Alpha Surprise Screen組合,它主要推薦那些一般不被常人看好的廉價股票。該股在1月3日的股價為62.46美元。

        哈門那公司(Humana Inc.,股票代碼:HUM)

        美國銀行對這家醫療保險公司給出了很高的評級,而且醫療保險業務對經濟衰退有較強的抗風險能力。目前該公司的股價是500.49美元。這家公司的ESG評級也很高,而且每股收益也有顯著增長。

        霍尼維爾國際公司(Honeywell International,股票代碼:HON)

        在工業板塊,美國銀行推薦的是航空航天技術生產商霍尼韋爾國際公司,美國銀行對它的品質和ESG都給出了較高評級。自動化和低碳對它來說也是兩大利好趨勢。該公司在1月3日的股價為214.3美元。

        亞德諾公司(Analog Devices, Inc.,股票代碼:ADI)

        美國銀行指出,半導體制造公司ADI擁有強勁的自由現金流,而且具有高質量和高價值的特點,使其股票今年很具有吸引力。目前它的股價是62.46美元,考慮到它的高價值,美國銀行認為它在信息技術板塊還有20%的上漲空間。

        Mosaic公司(Mosaic Company,股票代碼:MOS)

        在材料板塊,美國銀行推薦了化肥公司Mosaic,因為它具有較高的市場地位和ESG評級。目前其股價為42.63美元。

        Welltower公司(Welltower Inc,股票代碼:WELL)

        在房地產領域,美國銀行認為,高級住房開發商Welltower已經從新冠疫情造成的損失中復蘇。該公司擁有強勁的股息收益率、高質量評級和正面的ESG評級。目前它的股價為66.95美元。

        杜克能源公司(Duke Energy Corporation,股票代碼:DUK)

        這家能源公司擁有防御性股息和可靠的質量評級,因此成為美國銀行在公用事業領域的首選。目前其股價為103.7美元,已經被多頭減持50%。該公司還擁有積極的ESG評級。(財富中文網)

        譯者:樸成奎

        Skilled investors have one thing in common: They see opportunities in bear markets. Yet what you buy in a market downturn can be just as important as when you buy. To limit the chance you’ll feel buyer’s remorse next year, turning to stocks with strong fundamentals can take your portfolio a long way.

        Bank of America analysts recently outlined 11 key stock picks that investors should consider in the new year. “Given our house view that 2023 could be a tale of two halves—a recession and a recovery—stocks may fare differently in these two periods,” the analyst team led by equity strategist Savita Subramanian wrote.

        Investment analysts agree that the year could see a split in how the market is defined, and investors should consider factors that make investments attractive in the long term.

        “While 2022 couldn’t end fast enough for investors, we caution that this year may still offer several early challenges, before firming in the second half of the year,” explained John Lynch, chief investment officer for Comerica Wealth Management. Lynch argued that investors should turn to value stocks over growth during times of economic turbulence.

        “The value space offers short duration equities, which are less impacted by market interest rates and can be found in the industrials, materials, and financial services sectors,” said Lynch.

        Strong free cash flows and healthy balance sheets are the name of the game in times of economic rockiness, and consumer staples like Walmart fare well even when many consumers are budgeting. Some stocks, like Arch Capital Group in the financials sector, are beneficiaries of lower interest rates that are triggering a recession.

        Here are the 11 stocks recommended by Bank of America for 2023:

        Fox Corp. Class A, FOXA

        The media behemoth Fox is positioned for tailwinds from its recent sports betting vertical, according to Bank of America analysts. Bank of America projects that the stock, which trades at $30.27 per share as of January 3, will be on the road to recovery in 2023.

        Tractor Supply Co., TSCO

        In the consumer discretionary sector, Bank of America singled out the farm equipment distributor as a stock to buy based on the strength of its balance sheet, domestic sale numbers, and the company’s environmental, governance, and social (ESG) rating. Shares currently trade at $223.18 as of January 3.

        Walmart Inc., WMT

        The retail giant reigns in the consumer staples sector according to Bank of America. The high-quality stock has a favorable ESG rating from Bank of America and benefits from consumers who might be trading down if the economy worsens. Shares currently trade at $143.6 as of January 3.

        Exxon Mobil Corporation, XOM

        In the energy sector, Bank of America projects that Exxon Mobil has the highest upside potential in 2023. The stock is currently trading at $106 as of January 3. Bank of America analysts point to the oil producer’s strong free cash flow yield, as well as the fact that the stock is underweighted by long-only held funds as evidence of the stock’s projected strength.

        Arch Capital Group Ltd., ACGL

        In the financial sector, Bank of America zeroed in on Arch Capital Group due to the fact the company is a beneficiary from volatility caused by lowered interest rates. The stock is in Bank of America’s Alpha Surprise Screen, which includes inexpensive, out-of-consensus stocks, and shares trade at $62.46 as of January 3.

        Humana Inc., HUM

        The health insurance firm is positioned for growth due to its high-quality rating from Bank of America and the fact that health insurance is a somewhat recession-resilient sector. Currently trading at $500.49 per share, the company also has high ESG ratings and has seen significant earnings per share growth.

        Honeywell International, HON

        In the industrials sector, Bank of America singled out aerospace technology producer Honeywell as a stock to buy due to its quality and ESG rating from Bank of America. The company also benefits from automation and decarbonization trends. Shares trade at $214.3 as of January 3.

        Analog Devices, Inc., ADI

        Bank of America cites semiconductor manufacturing firm Analog’s strong free cash flow, high quality, and high value as reasons that the stock could be attractive this year. Currently trading at $62.46, the stock is considered a 20% discount within the information technology sector by Bank of America due to its high value.

        Mosaic Company, MOS

        Within the materials sector, Bank of America recommended fertilizer company Mosaic as a buy due to its market position and high ESG rating. Shares currently trade at $42.63.

        Welltower Inc, WELL

        In the real estate sector, Bank of America projects that senior housing provider Welltower has recovery ahead after pandemic-induced losses. The company has strong dividend yields, high quality ratings, and positive ESG ratings. Shares currently trade at $66.95 per share.

        Duke Energy Corporation, DUK

        The energy company has a defensive dividend yield and solid quality rating, which makes it Bank of America’s pick within the utilities sector. Shares, which trade at $103.7 per share, are 50% underweight by long onlies. The company also has positive ESG ratings.

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