kstle
2021-04-29
Buy when it’s low
[Surprised]
Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>
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
2
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":109257604,"tweetId":"109257604","gmtCreate":1619702344208,"gmtModify":1634210606054,"author":{"id":3582361231785431,"idStr":"3582361231785431","authorId":3582361231785431,"authorIdStr":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Buy when it’s low <span>[Surprised] </span></p></body></html>","htmlText":"<html><head></head><body><p>Buy when it’s low <span>[Surprised] </span></p></body></html>","text":"Buy when it’s low [Surprised]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/109257604","repostId":1117027267,"repostType":4,"repost":{"id":"1117027267","kind":"news","pubTimestamp":1619697587,"share":"https://www.laohunote.com/m/news/1117027267?lang=zh_CN&edition=full","pubTime":"2021-04-29 19:59","market":"us","language":"en","title":"Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117027267","media":"Motley Fool","summary":"History says that if you buy high-quality businesses and hang onto them for long periods of time, yo","content":"<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从 1919 年到 2020 年，从未有过投资者会亏损的 20 年滚动期间，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，在心理上更难说服我们把钱投入市场。我们希望在购买股票时感觉自己得到了一个好价格，但当基准标普500几乎每周都在打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有好消息：优质股票有折扣<i>是</i>可用，如果你愿意做一点挖掘。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前，有三只改变游戏规则的股票处于各自行业创新的前沿，它们都比各自的 52 周（和历史）高点下跌了至少 40%。最重要的是，与几个月前相比，它们看起来很便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比 52 周高点低 41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股票中，2020 年很少有（如果有的话）比远程医疗服务提供商更能受到疫情的帮助<b>泰拉多克健康</b>（纽约证券交易所代码：TDOC）。然而，尽管今年业绩巨大，Teladoc 的股价已从 2 月中旬创下的历史高点回落了约 41%。这是一个适合挑选的便宜货。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者挡在办公室之外，对虚拟就诊的需求激增。Teladoc在2020年处理的虚拟访问比上一年多了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管人们对疫情结束后 Teladoc 会发生什么感到担忧，但该公司的增长轨迹和医疗保健福利状况预示着其未来。远程医疗对患者来说更加方便，可以让医生更容易地接触到慢性病患者。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的收费通常低于办公室就诊，更频繁地与慢性病患者会诊可能会带来更好的长期结果（即更低的长期费用）。这些好处正是 Teladoc 销售额在 2012 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有 Teladoc 的另一个原因是它最近收购了应用健康信号公司 Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和轻推，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要落后的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo 已经吸引了超过 500,000 名糖尿病会员，并计划将高血压和体重管理问题患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的一致估计，到十年中期，Teladoc Health 的年销售额可能会增加五倍，达到 56 亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比 52 周高点低 50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速</b>（纽约证券交易所代码：FSLY）。自 10 月中旬达到 136.50 美元的峰值以来，Fastly 的股价已经回吐了一半的价值。这种折扣对于有长远眼光的投资者来说意义不大。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与 Teladoc 一样，Fastly 也处于独特的地位，可以从疫情中受益。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。疫情期间，由于人们被困在家中，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管 Fastly 的新客户增长在第四季度有所放缓，并且由于其对增长计划进行再投资并雇用更多员工，预计 2021 年的亏损将超出预期，但证据就是其客户对其服务的认可。去年，Fastly 第三和第四季度的收入保留率为 99%，基于 adollar 的净扩张率 (DBNER) 分别为 147% 和 143%。DNBER用更简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到 Fastly 在第三季度克服了运营障碍。2020年上半年，流行的社交媒体平台抖音占总销售额的八分之一。但随着 TikTok 母公司字节跳动在美国与特朗普执政发生争执，它从 Fastly 的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的东西最终被证明是无害的。全年销售额增长 45%，达到 2.91 亿美元，调整后毛利率扩大 430 个基点，达到 60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务建立得非常完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让 Fastly 及其投资者致富。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：比 52 周高点低 43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）。自 2020 年 10 月 19 日达到每股近 589 美元的峰值以来，截至上周末，该公司已返还了 43% 的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续下去，大大小小的企业都开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比上年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供了基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去 12 个月收入至少贡献 100,000 美元的客户增长了 156%。但拥有至少 10 名员工的客户数量激增 470%，达到 467,100 名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我提到过绝对的优势吗？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%不到。这基本上是其下一个最接近的竞争对手的两倍，使其成为大多数企业的合乎逻辑的选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能在未来几年看到其增长大幅放缓。如果说有什么不同的话，那就是 Zoom 的现金流意外之财激励其将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与 Teladoc 一样，Zoom 看起来有望在未来五年内将其销售额增长约五倍。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLike Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-29 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从 1919 年到 2020 年，从未有过投资者会亏损的 20 年滚动期间，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，在心理上更难说服我们把钱投入市场。我们希望在购买股票时感觉自己得到了一个好价格，但当基准标普500几乎每周都在打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有好消息：优质股票有折扣<i>是</i>可用，如果你愿意做一点挖掘。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前，有三只改变游戏规则的股票处于各自行业创新的前沿，它们都比各自的 52 周（和历史）高点下跌了至少 40%。最重要的是，与几个月前相比，它们看起来很便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比 52 周高点低 41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股票中，2020 年很少有（如果有的话）比远程医疗服务提供商更能受到疫情的帮助<b>泰拉多克健康</b>（纽约证券交易所代码：TDOC）。然而，尽管今年业绩巨大，Teladoc 的股价已从 2 月中旬创下的历史高点回落了约 41%。这是一个适合挑选的便宜货。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者挡在办公室之外，对虚拟就诊的需求激增。Teladoc在2020年处理的虚拟访问比上一年多了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管人们对疫情结束后 Teladoc 会发生什么感到担忧，但该公司的增长轨迹和医疗保健福利状况预示着其未来。远程医疗对患者来说更加方便，可以让医生更容易地接触到慢性病患者。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的收费通常低于办公室就诊，更频繁地与慢性病患者会诊可能会带来更好的长期结果（即更低的长期费用）。这些好处正是 Teladoc 销售额在 2012 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有 Teladoc 的另一个原因是它最近收购了应用健康信号公司 Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和轻推，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要落后的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo 已经吸引了超过 500,000 名糖尿病会员，并计划将高血压和体重管理问题患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的一致估计，到十年中期，Teladoc Health 的年销售额可能会增加五倍，达到 56 亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比 52 周高点低 50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速</b>（纽约证券交易所代码：FSLY）。自 10 月中旬达到 136.50 美元的峰值以来，Fastly 的股价已经回吐了一半的价值。这种折扣对于有长远眼光的投资者来说意义不大。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与 Teladoc 一样，Fastly 也处于独特的地位，可以从疫情中受益。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。疫情期间，由于人们被困在家中，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管 Fastly 的新客户增长在第四季度有所放缓，并且由于其对增长计划进行再投资并雇用更多员工，预计 2021 年的亏损将超出预期，但证据就是其客户对其服务的认可。去年，Fastly 第三和第四季度的收入保留率为 99%，基于 adollar 的净扩张率 (DBNER) 分别为 147% 和 143%。DNBER用更简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到 Fastly 在第三季度克服了运营障碍。2020年上半年，流行的社交媒体平台抖音占总销售额的八分之一。但随着 TikTok 母公司字节跳动在美国与特朗普执政发生争执，它从 Fastly 的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的东西最终被证明是无害的。全年销售额增长 45%，达到 2.91 亿美元，调整后毛利率扩大 430 个基点，达到 60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务建立得非常完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让 Fastly 及其投资者致富。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：比 52 周高点低 43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）。自 2020 年 10 月 19 日达到每股近 589 美元的峰值以来，截至上周末，该公司已返还了 43% 的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续下去，大大小小的企业都开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比上年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供了基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去 12 个月收入至少贡献 100,000 美元的客户增长了 156%。但拥有至少 10 名员工的客户数量激增 470%，达到 467,100 名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我提到过绝对的优势吗？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%不到。这基本上是其下一个最接近的竞争对手的两倍，使其成为大多数企业的合乎逻辑的选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能在未来几年看到其增长大幅放缓。如果说有什么不同的话，那就是 Zoom 的现金流意外之财激励其将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与 Teladoc 一样，Zoom 看起来有望在未来五年内将其销售额增长约五倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSLY":"Fastly, Inc.","ZM":"Zoom","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117027267","content_text":"History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, theS&P 500hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.\nHowever, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.\nBut I have good news: Discounts on great stocksareavailable, if you're willing to do a bit of digging.\nThere are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.\n\nIMAGE SOURCE: GETTY IMAGES.\nTeladoc Health: 41% below its 52-week high\nAmonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services providerTeladoc Health(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.\nLast year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.\nThough there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.\nIt's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.\nAnother reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.\nLivongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.\nLook for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.\n\nIMAGE SOURCE: GETTY IMAGES.\nFastly: 50% below its 52-week high\nIf you like sifting for discounts, you're going to love edge cloud-services providerFastly(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.\nLike Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.\nEven though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).\nJust as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.\nWhat looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.\nFastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.\n\nIMAGE SOURCE: GETTY IMAGES.\nZoom Video Communications: 43% below its 52-week high\nA final game-changing stock that's been substantially discounted in recent months is web-conferencing giantZoom Video Communications(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.\nNot to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.\nOne of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.\nAnd have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.\nThe efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.\nLike Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.","news_type":1,"symbols_score_info":{"ZM":0.9,"TDOC":0.9,"FSLY":0.9}},"isVote":1,"tweetType":1,"viewCount":2411,"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":25,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/109257604"}
精彩评论