Joycelinsng
2021-04-13
Yes!
3 High-Yield Dividend Stocks That'll Help You Crush Inflation<blockquote>3 只高收益股息股票将帮助您击败通货膨胀</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
1
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":345519417,"tweetId":"345519417","gmtCreate":1618323190139,"gmtModify":1634293714923,"author":{"id":3577251918188197,"idStr":"3577251918188197","authorId":3577251918188197,"authorIdStr":"3577251918188197","name":"Joycelinsng","avatar":"https://static.tigerbbs.com/fa80264c581342ecd56fa828ec7fcd0f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Yes!</p></body></html>","htmlText":"<html><head></head><body><p>Yes!</p></body></html>","text":"Yes!","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/345519417","repostId":1156590233,"repostType":4,"repost":{"id":"1156590233","kind":"news","pubTimestamp":1618309498,"share":"https://www.laohu8.com/m/news/1156590233?lang=zh_CN&edition=full","pubTime":"2021-04-13 18:24","market":"us","language":"en","title":"3 High-Yield Dividend Stocks That'll Help You Crush Inflation<blockquote>3 只高收益股息股票将帮助您击败通货膨胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156590233","media":"Motley Fool","summary":"After more than a year, arguably the stock market's most persistent concern has returned: inflation.","content":"<p>After more than a year, arguably the stock market's most persistent concern has returned: inflation.</p><p><blockquote>一年多后,可以说股市最持久的担忧又回来了:通货膨胀。</blockquote></p><p>Inflation describes the rising price of goods and services over time. A healthy economy is always going to have some degree of inflation, with consumer demand playing a role in driving prices higher. But if inflation gets too high, consumers will wind up paying more for fewer goods and services, resulting in slower growth. That can be bad news for the stock market -- especially a market that's pricier now than at nearly any point over the last 20 years.</p><p><blockquote>通货膨胀描述了商品和服务价格随时间的上涨。健康的经济总是会有一定程度的通货膨胀,消费者需求在推高物价方面发挥作用。但如果通货膨胀过高,消费者最终将为更少的商品和服务支付更多费用,从而导致增长放缓。这对股市来说可能是个坏消息——尤其是现在的股市价格比过去 20 年来几乎任何时候都高。</blockquote></p><p>Though higher inflation levels have historically not been great for stocks, it doesn't mean investors have to run for the hills. On the contrary, it could be the perfect time to seek out the payout potential ofdividend stocks.</p><p><blockquote>尽管从历史上看,较高的通胀水平对股市不利,但这并不意味着投资者必须逃离山区。相反,这可能是寻找股息股票派息潜力的最佳时机。</blockquote></p><p>Just how good have dividend stocks been for investors? According to a report from J.P. Morgan Asset Management, companies that initiated and grew a dividend between 1972 and 2012 -- a period marked by very high inflation rates for at least a decade --averaged an annual return of 9.5%. The non-dividend-paying stocks? They returned a paltry annual average of 1.6% over the same time. Over 40 years, we're talking about a roughly 19-fold aggregate outperformance.</p><p><blockquote>股息股票对投资者有多好?根据摩根大通资产管理公司的一份报告,1972 年至 2012 年间(至少十年来通货膨胀率非常高)发起并增加股息的公司平均年回报率为 9.5%。不支付股息的股票?同期,他们的年平均回报率仅为 1.6%。40 多年来,我们谈论的总体表现大约是 19 倍。</blockquote></p><p>Ideally, income seekers want the biggest dividend possible with the least amount of risk imaginable. Unfortunately, risk and dividend payouts tend to be correlated. This is to say that high-yield stocks (4% yield or higher) can sometimes be more trouble than they're worth. Since yield is a function of payout relative to price, a company with a struggling or failing operating model could give the impression of a killer yield but ultimately trap unsuspecting income seekers.</p><p><blockquote>理想情况下,寻求收入的人希望以最小的风险获得尽可能大的股息。不幸的是,风险和股息支付往往是相关的。也就是说,高收益股票(收益率 4% 或更高)有时会带来比其价值更多的麻烦。由于收益率是支出相对于价格的函数,一家运营模式陷入困境或失败的公司可能会给人一种收益率杀手级的印象,但最终会困住不知情的收入寻求者。</blockquote></p><p><h3>This high-yield trio will help investors trounce inflation</h3>But not all high-yield dividend stocks are created equally. The following three high-yield companies offer investors the ability to crush inflation over the long run, as well as grow their initial investment the traditional way.</p><p><blockquote><h3>这个高收益三人组将帮助投资者战胜通货膨胀</h3>但并非所有高收益股息股票都是平等创建的。以下三家高收益公司为投资者提供了从长远来看抑制通货膨胀的能力,以及以传统方式增加初始投资的能力。</blockquote></p><p><h3>Duke Energy: 4% yield</h3>One of the safest ways to run circles around inflation over the long run is to buy into brand-name utility stocks. You're never going to get jaw-dropping growth with utilities, but you'll struggle to find a sector with more predictable or transparent cash flow. That's whyelectric utility stock<b>Duke Energy</b>(NYSE: DUK)can be a winner.</p><p><blockquote><h3>杜克能源:4% 收益率</h3>从长远来看,绕过通货膨胀的最安全方法之一是买入名牌公用事业股票。你永远不会在公用事业领域获得令人瞠目结舌的增长,但你将很难找到一个现金流更可预测或透明的行业。这就是电力公用事业股票的原因<b>杜克能源</b>(纽约证券交易所股票代码:DUK)可以成为赢家。</blockquote></p><p>Duke, the second-largest utility stock by market cap in the U.S., behind only<b>NextEra Energy</b>, is following its peers' strategy and investing aggressively in green energy infrastructure. Between 2020 and 2024, it's planning to spend $60 billion on new infrastructure, nearly all of which will focus on renewable energy solutions such as wind and solar. By 2025, the company's five-year plan entailsspending $65 billion to $75 billionon renewable projects.</p><p><blockquote>杜克大学是美国市值第二大公用事业股,仅次于<b>NextEra能源</b>正在追随同行的战略,积极投资绿色能源基础设施。2020年至2024年间,该公司计划斥资600亿美元建设新基础设施,几乎所有基础设施都将集中在风能和太阳能等可再生能源解决方案上。到 2025 年,该公司的五年计划需要在可再生能源项目上花费 650 亿至 750 亿美元。</blockquote></p><p>Although these aren't cheap investments, it's the perfect time for Duke Energy to be aggressive. Lending rates are just a stone's throw from historic lows, and the benefit of cheaper electric generation rates should allow its earnings per share to grow by as much as 7% annually. For some context here, most electric utilities grow profits annually by a low single-digit percentage.</p><p><blockquote>尽管这些投资并不便宜,但现在是杜克能源采取积极行动的最佳时机。贷款利率距离历史低点仅一箭之遥,而发电利率较低的好处应该会让其每股收益每年增长高达 7%。在某些情况下,大多数电力公司每年的利润增长率都很低,只有个位数。</blockquote></p><p>To boot, Duke Energy's traditional utility operations (i.e., those not utilizing solar or some other renewable source) are regulated. This is a fancy way of saying that state public utility commissions regulate rate hikes. Though it's not able to pass along price increases at will, Dukeavoids potentially wild swings in wholesale pricingby having its traditional utilities regulated.</p><p><blockquote>首先,杜克能源公司的传统公用事业运营(即那些不利用太阳能或其他可再生能源的运营)受到监管。这是一种奇特的说法,即州公用事业委员会监管加息。尽管杜克大学不能随意推行价格上涨,但通过对其传统公用事业进行监管,杜克大学避免了批发价格潜在的剧烈波动。</blockquote></p><p><h3>AGNC Investment: 8.4% yield</h3>If you want the opportunity to earn a sustainable, monster yield that'll crush inflation, mortgage real estate investment trust (REIT)<b>AGNC Investment</b>(NASDAQ: AGNC)could be just the stock for you. You'll note that its 8.4% yield is more than four times the current trailing 12-month inflation rate of 1.7%.</p><p><blockquote><h3>AGNC投资:收益率8.4%</h3>如果您想有机会获得可持续的、巨大的收益率来压制通货膨胀,请抵押房地产投资信托基金 (REIT)<b>AGNC投资</b>(纳斯达克:AGNC)可能正是适合您的股票。您会注意到,其 8.4% 的收益率是当前过去 12 个月通胀率 1.7% 的四倍多。</blockquote></p><p>Without getting into the minutiae, mortgage REITs like AGNC seek to borrow at lower short-term rates and purchase assets (mortgage-backed securities, or MBSs) with higher long-term yields. The difference between these higher long-term yields and the lower short-term borrowing rate is known as net interest margin (NIM). The wider the NIM, or the more leverage (safely) used, the more profit AGNC Investment can make.</p><p><blockquote>在不涉及细节的情况下,AGNC 等抵押贷款房地产投资信托基金寻求以较低的短期利率借款,并以较高的长期收益率购买资产(抵押贷款支持证券,或 MBS)。这些较高的长期收益率和较低的短期借款利率之间的差额称为净息差(NIM)。NIM越宽,或者(安全地)使用的杠杆越多,AGNC投资就能获得越多的利润。</blockquote></p><p>The thing investors should realize is thatwe're in the sweet spot for mortgage REIT growth. During the early stages of an economic recovery, the yield curve usually steepens. This means long-term yields rise while short-term yields flatten out or rise at a slower pace. This disparity usually allows AGNC to purchase MBSs with higher yields while being able to borrow at a low rate. In short,AGNC's NIM heads higher.</p><p><blockquote>投资者应该意识到的是,我们正处于抵押房地产投资信托基金增长的最佳位置。在经济复苏的早期阶段,收益率曲线通常会变得陡峭。这意味着长期收益率上升,而短期收益率持平或上升速度放缓。这种差异通常允许 AGNC 以更高的收益率购买 MBS,同时能够以低利率借款。简而言之,AGNC 的 NIM 更高。</blockquote></p><p></p><p>Best of all, AGNC's portfolio isalmost exclusively packed with agency securities. This is a fancy way of saying that its MBSs are protected by the federal government in the event of a default. Though this added protection means agency securities have lower yields than non-agency assets, it also allows AGNC to safely use leverage to its advantage.</p><p><blockquote>最重要的是,AGNC 的投资组合几乎完全由机构证券组成。这是一种奇特的说法,即在发生违约时,其 MBS 受到联邦政府的保护。尽管这种额外的保护意味着机构证券的收益率低于非机构资产,但它也允许 AGNC 安全地利用杠杆来发挥其优势。</blockquote></p><p><h3>AT&T: 6.9% yield</h3>A third high-yield dividend stock that'll help investors triumph over inflation is telecom giant<b>AT&T</b>(NYSE: T). With reinvestment, the 6.9% yield it's currently paying can double your money in about a decade, assuming a static share price.</p><p><blockquote><h3>AT&T:收益率 6.9%</h3>第三只将帮助投资者战胜通货膨胀的高收益股息股票是电信巨头<b>AT&T</b>(纽约证券交易所代码:T)。通过再投资,假设股价保持不变,目前支付的 6.9% 收益率可以在大约十年内使您的资金翻一番。</blockquote></p><p>Though its growth heyday is now in the past, AT&T hasa number of catalyststhat should reignite its organic growth rate and generate plenty of cash flow. For example, AT&T is a key beneficiary of 5G wireless infrastructure upgrades. It's been a decade since wireless download speeds were upgraded in a meaningful way. This suggests the company will benefit immensely from a multiyear technology upgrade cycle. Since AT&T generates a significant chunk of its wireless profit from data consumption, access to 5G is a recipe for margin expansion.</p><p><blockquote>尽管其增长全盛时期已经过去,但 AT&T 拥有许多催化剂,这些催化剂应该会重新点燃其有机增长率并产生大量现金流。例如,美国电话电报公司是5G无线基础设施升级的主要受益者。自从无线下载速度以一种有意义的方式升级以来,已经有十年了。这表明该公司将从多年技术升级周期中受益匪浅。由于美国电话电报公司无线利润的很大一部分来自数据消耗,因此接入5G是利润率扩张的秘诀。</blockquote></p><p>Additionally, AT&T's big push into streaming content should provide a jolt to its top and bottom lines. Following a subdued launch of HBO Max in late May, the company announced that itended 2020 with 17.2 million subscribers. Further, it expects 120 million to 150 million subscribers by 2025. If AT&T is indeed successful in courting new streaming users, it should more than offset the weakness tied to cord-cutting.</p><p><blockquote>此外,美国电话电报公司大力进军流媒体内容应该会对其营收和利润产生冲击。继5月下旬低调推出HBO Max后,该公司宣布2020年将拥有1720万订户。此外,预计到2025年将有1.2亿至1.5亿用户。如果美国电话电报公司确实成功地吸引了新的流媒体用户,它应该会抵消与剪线相关的弱点。</blockquote></p><p>AT&T has also made strides to reduce its debt load and ensure the stability of itssuperior dividend. It's selling a minority stake in subsidiary DirecTV, has halted its share buyback program, and is looking to sell other noncore assets to lower its debt liabilities. CEO John Stankey has noted that a dividend cut isn't necessary to facilitate growth at AT&T.</p><p><blockquote>美国电话电报公司还在减轻债务负担和确保其高级股息的稳定性方面取得了长足的进步。该公司正在出售子公司 DirecTV 的少数股权,停止了股票回购计划,并正在寻求出售其他非核心资产以降低其债务负债。首席执行官约翰·斯坦基指出,削减股息并不是促进 AT&T 增长的必要条件。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Yield Dividend Stocks That'll Help You Crush Inflation<blockquote>3 只高收益股息股票将帮助您击败通货膨胀</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 High-Yield Dividend Stocks That'll Help You Crush Inflation<blockquote>3 只高收益股息股票将帮助您击败通货膨胀</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\">2021-04-13 18:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After more than a year, arguably the stock market's most persistent concern has returned: inflation.</p><p><blockquote>一年多后,可以说股市最持久的担忧又回来了:通货膨胀。</blockquote></p><p>Inflation describes the rising price of goods and services over time. A healthy economy is always going to have some degree of inflation, with consumer demand playing a role in driving prices higher. But if inflation gets too high, consumers will wind up paying more for fewer goods and services, resulting in slower growth. That can be bad news for the stock market -- especially a market that's pricier now than at nearly any point over the last 20 years.</p><p><blockquote>通货膨胀描述了商品和服务价格随时间的上涨。健康的经济总是会有一定程度的通货膨胀,消费者需求在推高物价方面发挥作用。但如果通货膨胀过高,消费者最终将为更少的商品和服务支付更多费用,从而导致增长放缓。这对股市来说可能是个坏消息——尤其是现在的股市价格比过去 20 年来几乎任何时候都高。</blockquote></p><p>Though higher inflation levels have historically not been great for stocks, it doesn't mean investors have to run for the hills. On the contrary, it could be the perfect time to seek out the payout potential ofdividend stocks.</p><p><blockquote>尽管从历史上看,较高的通胀水平对股市不利,但这并不意味着投资者必须逃离山区。相反,这可能是寻找股息股票派息潜力的最佳时机。</blockquote></p><p>Just how good have dividend stocks been for investors? According to a report from J.P. Morgan Asset Management, companies that initiated and grew a dividend between 1972 and 2012 -- a period marked by very high inflation rates for at least a decade --averaged an annual return of 9.5%. The non-dividend-paying stocks? They returned a paltry annual average of 1.6% over the same time. Over 40 years, we're talking about a roughly 19-fold aggregate outperformance.</p><p><blockquote>股息股票对投资者有多好?根据摩根大通资产管理公司的一份报告,1972 年至 2012 年间(至少十年来通货膨胀率非常高)发起并增加股息的公司平均年回报率为 9.5%。不支付股息的股票?同期,他们的年平均回报率仅为 1.6%。40 多年来,我们谈论的总体表现大约是 19 倍。</blockquote></p><p>Ideally, income seekers want the biggest dividend possible with the least amount of risk imaginable. Unfortunately, risk and dividend payouts tend to be correlated. This is to say that high-yield stocks (4% yield or higher) can sometimes be more trouble than they're worth. Since yield is a function of payout relative to price, a company with a struggling or failing operating model could give the impression of a killer yield but ultimately trap unsuspecting income seekers.</p><p><blockquote>理想情况下,寻求收入的人希望以最小的风险获得尽可能大的股息。不幸的是,风险和股息支付往往是相关的。也就是说,高收益股票(收益率 4% 或更高)有时会带来比其价值更多的麻烦。由于收益率是支出相对于价格的函数,一家运营模式陷入困境或失败的公司可能会给人一种收益率杀手级的印象,但最终会困住不知情的收入寻求者。</blockquote></p><p><h3>This high-yield trio will help investors trounce inflation</h3>But not all high-yield dividend stocks are created equally. The following three high-yield companies offer investors the ability to crush inflation over the long run, as well as grow their initial investment the traditional way.</p><p><blockquote><h3>这个高收益三人组将帮助投资者战胜通货膨胀</h3>但并非所有高收益股息股票都是平等创建的。以下三家高收益公司为投资者提供了从长远来看抑制通货膨胀的能力,以及以传统方式增加初始投资的能力。</blockquote></p><p><h3>Duke Energy: 4% yield</h3>One of the safest ways to run circles around inflation over the long run is to buy into brand-name utility stocks. You're never going to get jaw-dropping growth with utilities, but you'll struggle to find a sector with more predictable or transparent cash flow. That's whyelectric utility stock<b>Duke Energy</b>(NYSE: DUK)can be a winner.</p><p><blockquote><h3>杜克能源:4% 收益率</h3>从长远来看,绕过通货膨胀的最安全方法之一是买入名牌公用事业股票。你永远不会在公用事业领域获得令人瞠目结舌的增长,但你将很难找到一个现金流更可预测或透明的行业。这就是电力公用事业股票的原因<b>杜克能源</b>(纽约证券交易所股票代码:DUK)可以成为赢家。</blockquote></p><p>Duke, the second-largest utility stock by market cap in the U.S., behind only<b>NextEra Energy</b>, is following its peers' strategy and investing aggressively in green energy infrastructure. Between 2020 and 2024, it's planning to spend $60 billion on new infrastructure, nearly all of which will focus on renewable energy solutions such as wind and solar. By 2025, the company's five-year plan entailsspending $65 billion to $75 billionon renewable projects.</p><p><blockquote>杜克大学是美国市值第二大公用事业股,仅次于<b>NextEra能源</b>正在追随同行的战略,积极投资绿色能源基础设施。2020年至2024年间,该公司计划斥资600亿美元建设新基础设施,几乎所有基础设施都将集中在风能和太阳能等可再生能源解决方案上。到 2025 年,该公司的五年计划需要在可再生能源项目上花费 650 亿至 750 亿美元。</blockquote></p><p>Although these aren't cheap investments, it's the perfect time for Duke Energy to be aggressive. Lending rates are just a stone's throw from historic lows, and the benefit of cheaper electric generation rates should allow its earnings per share to grow by as much as 7% annually. For some context here, most electric utilities grow profits annually by a low single-digit percentage.</p><p><blockquote>尽管这些投资并不便宜,但现在是杜克能源采取积极行动的最佳时机。贷款利率距离历史低点仅一箭之遥,而发电利率较低的好处应该会让其每股收益每年增长高达 7%。在某些情况下,大多数电力公司每年的利润增长率都很低,只有个位数。</blockquote></p><p>To boot, Duke Energy's traditional utility operations (i.e., those not utilizing solar or some other renewable source) are regulated. This is a fancy way of saying that state public utility commissions regulate rate hikes. Though it's not able to pass along price increases at will, Dukeavoids potentially wild swings in wholesale pricingby having its traditional utilities regulated.</p><p><blockquote>首先,杜克能源公司的传统公用事业运营(即那些不利用太阳能或其他可再生能源的运营)受到监管。这是一种奇特的说法,即州公用事业委员会监管加息。尽管杜克大学不能随意推行价格上涨,但通过对其传统公用事业进行监管,杜克大学避免了批发价格潜在的剧烈波动。</blockquote></p><p><h3>AGNC Investment: 8.4% yield</h3>If you want the opportunity to earn a sustainable, monster yield that'll crush inflation, mortgage real estate investment trust (REIT)<b>AGNC Investment</b>(NASDAQ: AGNC)could be just the stock for you. You'll note that its 8.4% yield is more than four times the current trailing 12-month inflation rate of 1.7%.</p><p><blockquote><h3>AGNC投资:收益率8.4%</h3>如果您想有机会获得可持续的、巨大的收益率来压制通货膨胀,请抵押房地产投资信托基金 (REIT)<b>AGNC投资</b>(纳斯达克:AGNC)可能正是适合您的股票。您会注意到,其 8.4% 的收益率是当前过去 12 个月通胀率 1.7% 的四倍多。</blockquote></p><p>Without getting into the minutiae, mortgage REITs like AGNC seek to borrow at lower short-term rates and purchase assets (mortgage-backed securities, or MBSs) with higher long-term yields. The difference between these higher long-term yields and the lower short-term borrowing rate is known as net interest margin (NIM). The wider the NIM, or the more leverage (safely) used, the more profit AGNC Investment can make.</p><p><blockquote>在不涉及细节的情况下,AGNC 等抵押贷款房地产投资信托基金寻求以较低的短期利率借款,并以较高的长期收益率购买资产(抵押贷款支持证券,或 MBS)。这些较高的长期收益率和较低的短期借款利率之间的差额称为净息差(NIM)。NIM越宽,或者(安全地)使用的杠杆越多,AGNC投资就能获得越多的利润。</blockquote></p><p>The thing investors should realize is thatwe're in the sweet spot for mortgage REIT growth. During the early stages of an economic recovery, the yield curve usually steepens. This means long-term yields rise while short-term yields flatten out or rise at a slower pace. This disparity usually allows AGNC to purchase MBSs with higher yields while being able to borrow at a low rate. In short,AGNC's NIM heads higher.</p><p><blockquote>投资者应该意识到的是,我们正处于抵押房地产投资信托基金增长的最佳位置。在经济复苏的早期阶段,收益率曲线通常会变得陡峭。这意味着长期收益率上升,而短期收益率持平或上升速度放缓。这种差异通常允许 AGNC 以更高的收益率购买 MBS,同时能够以低利率借款。简而言之,AGNC 的 NIM 更高。</blockquote></p><p></p><p>Best of all, AGNC's portfolio isalmost exclusively packed with agency securities. This is a fancy way of saying that its MBSs are protected by the federal government in the event of a default. Though this added protection means agency securities have lower yields than non-agency assets, it also allows AGNC to safely use leverage to its advantage.</p><p><blockquote>最重要的是,AGNC 的投资组合几乎完全由机构证券组成。这是一种奇特的说法,即在发生违约时,其 MBS 受到联邦政府的保护。尽管这种额外的保护意味着机构证券的收益率低于非机构资产,但它也允许 AGNC 安全地利用杠杆来发挥其优势。</blockquote></p><p><h3>AT&T: 6.9% yield</h3>A third high-yield dividend stock that'll help investors triumph over inflation is telecom giant<b>AT&T</b>(NYSE: T). With reinvestment, the 6.9% yield it's currently paying can double your money in about a decade, assuming a static share price.</p><p><blockquote><h3>AT&T:收益率 6.9%</h3>第三只将帮助投资者战胜通货膨胀的高收益股息股票是电信巨头<b>AT&T</b>(纽约证券交易所代码:T)。通过再投资,假设股价保持不变,目前支付的 6.9% 收益率可以在大约十年内使您的资金翻一番。</blockquote></p><p>Though its growth heyday is now in the past, AT&T hasa number of catalyststhat should reignite its organic growth rate and generate plenty of cash flow. For example, AT&T is a key beneficiary of 5G wireless infrastructure upgrades. It's been a decade since wireless download speeds were upgraded in a meaningful way. This suggests the company will benefit immensely from a multiyear technology upgrade cycle. Since AT&T generates a significant chunk of its wireless profit from data consumption, access to 5G is a recipe for margin expansion.</p><p><blockquote>尽管其增长全盛时期已经过去,但 AT&T 拥有许多催化剂,这些催化剂应该会重新点燃其有机增长率并产生大量现金流。例如,美国电话电报公司是5G无线基础设施升级的主要受益者。自从无线下载速度以一种有意义的方式升级以来,已经有十年了。这表明该公司将从多年技术升级周期中受益匪浅。由于美国电话电报公司无线利润的很大一部分来自数据消耗,因此接入5G是利润率扩张的秘诀。</blockquote></p><p>Additionally, AT&T's big push into streaming content should provide a jolt to its top and bottom lines. Following a subdued launch of HBO Max in late May, the company announced that itended 2020 with 17.2 million subscribers. Further, it expects 120 million to 150 million subscribers by 2025. If AT&T is indeed successful in courting new streaming users, it should more than offset the weakness tied to cord-cutting.</p><p><blockquote>此外,美国电话电报公司大力进军流媒体内容应该会对其营收和利润产生冲击。继5月下旬低调推出HBO Max后,该公司宣布2020年将拥有1720万订户。此外,预计到2025年将有1.2亿至1.5亿用户。如果美国电话电报公司确实成功地吸引了新的流媒体用户,它应该会抵消与剪线相关的弱点。</blockquote></p><p>AT&T has also made strides to reduce its debt load and ensure the stability of itssuperior dividend. It's selling a minority stake in subsidiary DirecTV, has halted its share buyback program, and is looking to sell other noncore assets to lower its debt liabilities. CEO John Stankey has noted that a dividend cut isn't necessary to facilitate growth at AT&T.</p><p><blockquote>美国电话电报公司还在减轻债务负担和确保其高级股息的稳定性方面取得了长足的进步。该公司正在出售子公司 DirecTV 的少数股权,停止了股票回购计划,并正在寻求出售其他非核心资产以降低其债务负债。首席执行官约翰·斯坦基指出,削减股息并不是促进 AT&T 增长的必要条件。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/3-high-yield-dividend-stocks-thatll-help-you-crush-inflation-2021-04-13\">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":{"T":"At&T","REIT":"ALPS Active REIT ETF","DUK":"杜克能源"},"source_url":"https://www.nasdaq.com/articles/3-high-yield-dividend-stocks-thatll-help-you-crush-inflation-2021-04-13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156590233","content_text":"After more than a year, arguably the stock market's most persistent concern has returned: inflation.Inflation describes the rising price of goods and services over time. A healthy economy is always going to have some degree of inflation, with consumer demand playing a role in driving prices higher. But if inflation gets too high, consumers will wind up paying more for fewer goods and services, resulting in slower growth. That can be bad news for the stock market -- especially a market that's pricier now than at nearly any point over the last 20 years.Though higher inflation levels have historically not been great for stocks, it doesn't mean investors have to run for the hills. On the contrary, it could be the perfect time to seek out the payout potential ofdividend stocks.Just how good have dividend stocks been for investors? According to a report from J.P. Morgan Asset Management, companies that initiated and grew a dividend between 1972 and 2012 -- a period marked by very high inflation rates for at least a decade --averaged an annual return of 9.5%. The non-dividend-paying stocks? They returned a paltry annual average of 1.6% over the same time. Over 40 years, we're talking about a roughly 19-fold aggregate outperformance.Ideally, income seekers want the biggest dividend possible with the least amount of risk imaginable. Unfortunately, risk and dividend payouts tend to be correlated. This is to say that high-yield stocks (4% yield or higher) can sometimes be more trouble than they're worth. Since yield is a function of payout relative to price, a company with a struggling or failing operating model could give the impression of a killer yield but ultimately trap unsuspecting income seekers.This high-yield trio will help investors trounce inflationBut not all high-yield dividend stocks are created equally. The following three high-yield companies offer investors the ability to crush inflation over the long run, as well as grow their initial investment the traditional way.Duke Energy: 4% yieldOne of the safest ways to run circles around inflation over the long run is to buy into brand-name utility stocks. You're never going to get jaw-dropping growth with utilities, but you'll struggle to find a sector with more predictable or transparent cash flow. That's whyelectric utility stockDuke Energy(NYSE: DUK)can be a winner.Duke, the second-largest utility stock by market cap in the U.S., behind onlyNextEra Energy, is following its peers' strategy and investing aggressively in green energy infrastructure. Between 2020 and 2024, it's planning to spend $60 billion on new infrastructure, nearly all of which will focus on renewable energy solutions such as wind and solar. By 2025, the company's five-year plan entailsspending $65 billion to $75 billionon renewable projects.Although these aren't cheap investments, it's the perfect time for Duke Energy to be aggressive. Lending rates are just a stone's throw from historic lows, and the benefit of cheaper electric generation rates should allow its earnings per share to grow by as much as 7% annually. For some context here, most electric utilities grow profits annually by a low single-digit percentage.To boot, Duke Energy's traditional utility operations (i.e., those not utilizing solar or some other renewable source) are regulated. This is a fancy way of saying that state public utility commissions regulate rate hikes. Though it's not able to pass along price increases at will, Dukeavoids potentially wild swings in wholesale pricingby having its traditional utilities regulated.AGNC Investment: 8.4% yieldIf you want the opportunity to earn a sustainable, monster yield that'll crush inflation, mortgage real estate investment trust (REIT)AGNC Investment(NASDAQ: AGNC)could be just the stock for you. You'll note that its 8.4% yield is more than four times the current trailing 12-month inflation rate of 1.7%.Without getting into the minutiae, mortgage REITs like AGNC seek to borrow at lower short-term rates and purchase assets (mortgage-backed securities, or MBSs) with higher long-term yields. The difference between these higher long-term yields and the lower short-term borrowing rate is known as net interest margin (NIM). The wider the NIM, or the more leverage (safely) used, the more profit AGNC Investment can make.The thing investors should realize is thatwe're in the sweet spot for mortgage REIT growth. During the early stages of an economic recovery, the yield curve usually steepens. This means long-term yields rise while short-term yields flatten out or rise at a slower pace. This disparity usually allows AGNC to purchase MBSs with higher yields while being able to borrow at a low rate. In short,AGNC's NIM heads higher.Best of all, AGNC's portfolio isalmost exclusively packed with agency securities. This is a fancy way of saying that its MBSs are protected by the federal government in the event of a default. Though this added protection means agency securities have lower yields than non-agency assets, it also allows AGNC to safely use leverage to its advantage.AT&T: 6.9% yieldA third high-yield dividend stock that'll help investors triumph over inflation is telecom giantAT&T(NYSE: T). With reinvestment, the 6.9% yield it's currently paying can double your money in about a decade, assuming a static share price.Though its growth heyday is now in the past, AT&T hasa number of catalyststhat should reignite its organic growth rate and generate plenty of cash flow. For example, AT&T is a key beneficiary of 5G wireless infrastructure upgrades. It's been a decade since wireless download speeds were upgraded in a meaningful way. This suggests the company will benefit immensely from a multiyear technology upgrade cycle. Since AT&T generates a significant chunk of its wireless profit from data consumption, access to 5G is a recipe for margin expansion.Additionally, AT&T's big push into streaming content should provide a jolt to its top and bottom lines. Following a subdued launch of HBO Max in late May, the company announced that itended 2020 with 17.2 million subscribers. Further, it expects 120 million to 150 million subscribers by 2025. If AT&T is indeed successful in courting new streaming users, it should more than offset the weakness tied to cord-cutting.AT&T has also made strides to reduce its debt load and ensure the stability of itssuperior dividend. It's selling a minority stake in subsidiary DirecTV, has halted its share buyback program, and is looking to sell other noncore assets to lower its debt liabilities. CEO John Stankey has noted that a dividend cut isn't necessary to facilitate growth at AT&T.","news_type":1,"symbols_score_info":{"T":0.9,"REIT":0.9,"DUK":0.9}},"isVote":1,"tweetType":1,"viewCount":409,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/345519417"}
精彩评论