Maronas7
2021-03-03
Good
2 Growth Stocks to Buy if the Market Crashes<blockquote>市场崩盘时值得买入的 2 只成长型股票</blockquote>
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Sky-high valuations will eventually fall back to earth, and even the best companies could see their stocks hit hard. Ultra-high prices make buying many growth stocks today risky, but a market crash could create some buying opportunities.</p><p><blockquote>派对不会永远持续下去。天价估值最终会回落到地球,即使是最好的公司也可能看到他们的股票遭受重创。超高的价格使得今天购买许多成长型股票存在风险,但市场崩盘可能会创造一些买入机会。</blockquote></p><p>Two growth stocks that have caught my eye are <b>The Lovesac Company</b> <a href=\"https://laohu8.com/S/LOVE\">Lovesac Co.</a> and <b><a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a></b> Both stocks are too expensive for me to touch right now, but I'll be interested if they get dragged down when the market takes a dive.</p><p><blockquote>引起我注意的两只成长型股票是<b>洛夫萨克公司</b> <a href=\"https://laohu8.com/S/LOVE\">洛夫萨克公司。</a>和<b><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a></b>这两只股票目前对我来说都太贵了,无法触及,但如果它们在市场暴跌时被拖累,我会感兴趣。</blockquote></p><p><b>1. The Lovesac Company</b></p><p><blockquote><b>1. 洛夫萨克公司</b></blockquote></p><p>Modular furniture seems like a pretty good idea to me, especially when it comes to large items like couches and sectionals. Bulky furniture that won't easily fit through doors becomes a big pain the moment it needs to be moved.</p><p><blockquote>模块化家具对我来说似乎是一个很好的主意,尤其是当涉及到像沙发和组合家具这样的大件物品时。不容易穿过门的笨重家具在需要移动时就成了一大麻烦。</blockquote></p><p>A modular sectional, comprised of smaller pieces that are combined into different configurations, solves this problem. The pieces can be easily shipped to the buyer using standard shipping services, and the sectional can be disassembled and moved quickly and easily.</p><p><blockquote>由组合成不同配置的较小部件组成的模块化截面解决了这个问题。这些部件可以使用标准运输服务轻松运送给买方,并且型材可以快速轻松地拆卸和移动。</blockquote></p><p>Lovesac is one company that hasfound success selling modular sectionals. The company's \"sactionals\" aren't cheap, but they've become increasingly popular as the pandemic has dragged on. Lovesac booked 43.5% sales growth in the third quarter of last year, and the company turned a profit thanks to higher sales, a higher gross margin, and some solid operating leverage.</p><p><blockquote>Lovesac 是一家在销售模块化组合件方面取得成功的公司。该公司的“sactionals”并不便宜,但随着疫情的持续,它们变得越来越受欢迎。Lovesac去年第三季度的销售额增长了43.5%,由于销售额的增长、毛利率的提高和一些稳健的运营杠杆,该公司实现了盈利。</blockquote></p><p>Lovesac is still a small company, with third-quarter revenue of just $75 million, but the total addressable market is quite large. The market for retail furniture and bedding in the U.S. this year will top $114 billion, according to IBISWorld. Lovesac only addresses a portion of this market, and its premium pricing further limits its market share. But it's not hard to imagine Lovesac eventually topping $1 billion in annual sales.</p><p><blockquote>Lovesac 仍然是一家小公司,第三季度营收仅为 7500 万美元,但总潜在市场相当大。根据IBISWorld的数据,今年美国零售家具和床上用品市场将超过1140亿美元。Lovesac 仅针对该市场的一部分,其溢价定价进一步限制了其市场份额。但不难想象,Lovesac 的年销售额最终将突破 10 亿美元。</blockquote></p><p>Shares of Lovesac have soared over the past year, pushing up the market capitalization to nearly $1 billion. That's a high price to pay for a small furniture company, so it may be wise to wait for a significant pullback before jumping in. There are significant risks, including lower-cost competition from other modular furniture companies and a potential slowdown in the housing market. But the modular furniture trend seems likely to continue, and Lovesac is a leader.</p><p><blockquote>Lovesac 的股价在过去一年中飙升,将市值推至近 10 亿美元。对于一家小型家具公司来说,这是一个很高的代价,因此在介入之前等待大幅回调可能是明智的。存在重大风险,包括来自其他模块化家具公司的低成本竞争以及房地产市场的潜在放缓。但模块化家具趋势似乎可能会继续下去,而Lovesac是一个领导者。</blockquote></p><p><b>2. Paycom Software</b></p><p><blockquote><b>2. Paycom软件</b></blockquote></p><p>Paycom is a bit of an outlier when it comes tosoftware-as-a-service stocks. The HR and payroll software provider is growing at a double-digit rate, but it's also highly profitable. While many SaaS companies pour cash into sales and marketing to boost growth at the expense of the bottom line, Paycom does not.</p><p><blockquote>就软件即服务股票而言,Paycom 有点异类。这家人力资源和薪资软件提供商正以两位数的速度增长,但它的利润也很高。虽然许多SaaS公司将现金投入销售和营销,以牺牲利润为代价来促进增长,但Paycom不会。</blockquote></p><p>Revenue was up 12.3% in Paycom's third quarter, not a bad result given Paycom's customer base skews small. Paycom's target client size range is 50 to 5,000 employees, and some of those clients have been forced to decrease headcount due to the pandemic. This is hurting Paycom's recurring revenue, and it will continue to do so until headcounts return to pre-pandemic levels.</p><p><blockquote>Paycom 第三季度收入增长 12.3%,考虑到 Paycom 的客户群偏差较小,这是一个不错的结果。Paycom 的目标客户规模范围为 50 至 5,000 名员工,其中一些客户因疫情而被迫减少员工人数。这正在损害 Paycom 的经常性收入,并且将继续这样做,直到员工人数恢复到大流行前的水平。</blockquote></p><p>Despite the pandemic headwind, Paycom has remained solidly profitable. GAAP net income was $27.5 million in the third quarter, and the company spent just one-third of revenue on sales and marketing. Net income was down from the prior-year period, but that dip is likely just a pandemic-driven bump in the road for Paycom.</p><p><blockquote>尽管面临疫情的阻力,Paycom 仍保持稳健盈利。第三季度 GAAP 净利润为 2750 万美元,该公司仅将三分之一的收入用于销售和营销。净利润较去年同期有所下降,但这一下降可能只是 Paycom 因疫情而遭遇的挫折。</blockquote></p><p>Other SaaS companies spend far more to acquire customers. Telemedicine company<b>Teladoc</b>, for example, poured nearly half of its revenue into sales and marketing in its latest quarter. SaaS giant<b>Salesforce</b>still spends around 45% of revenue on sales and marketing despite its size.</p><p><blockquote>其他SaaS公司在获取客户上的花费要高得多。远程医疗公司<b>特拉多克</b>例如,在最近一个季度,该公司将近一半的收入投入到销售和营销中。SaaS巨头<b>销售力量</b>尽管规模庞大,但仍将约 45% 的收入用于销售和营销。</blockquote></p><p>Paycom hasn't benefited from the pandemic, but the company has remained profitable and continued to grow. The stock is pricey, trading for over 25 times sales and over 150 times earnings. If the market heads lower and drags Paycom down with it, it's a stock to consider.</p><p><blockquote>Paycom 并未从疫情中受益,但该公司仍保持盈利并持续增长。该股价格昂贵,交易价格超过销售额的 25 倍,市盈率超过 150 倍。如果市场下跌并拖累 Paycom,那么这只股票值得考虑。</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>2 Growth Stocks to Buy if the Market Crashes<blockquote>市场崩盘时值得买入的 2 只成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks to Buy if the Market Crashes<blockquote>市场崩盘时值得买入的 2 只成长型股票</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\">2021-03-03 17:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(March 3) Growth stocks have been the place to be over the past year as the stock market recovered from the crash that marked the beginning of the pandemic in the U.S. Some stocks have delivered multi-hundred-percent returns in the matter of months, despite little or no change in long-term prospects.</p><p><blockquote>(3月3日)随着股市从标志着美国疫情开始的崩盘中恢复过来,成长型股票一直是过去一年的热点。尽管长期前景几乎没有变化,但一些股票在几个月内就实现了数百个百分点的回报。</blockquote></p><p>The party won't last forever. Sky-high valuations will eventually fall back to earth, and even the best companies could see their stocks hit hard. Ultra-high prices make buying many growth stocks today risky, but a market crash could create some buying opportunities.</p><p><blockquote>派对不会永远持续下去。天价估值最终会回落到地球,即使是最好的公司也可能看到他们的股票遭受重创。超高的价格使得今天购买许多成长型股票存在风险,但市场崩盘可能会创造一些买入机会。</blockquote></p><p>Two growth stocks that have caught my eye are <b>The Lovesac Company</b> <a href=\"https://laohu8.com/S/LOVE\">Lovesac Co.</a> and <b><a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a></b> Both stocks are too expensive for me to touch right now, but I'll be interested if they get dragged down when the market takes a dive.</p><p><blockquote>引起我注意的两只成长型股票是<b>洛夫萨克公司</b> <a href=\"https://laohu8.com/S/LOVE\">洛夫萨克公司。</a>和<b><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a></b>这两只股票目前对我来说都太贵了,无法触及,但如果它们在市场暴跌时被拖累,我会感兴趣。</blockquote></p><p><b>1. The Lovesac Company</b></p><p><blockquote><b>1. 洛夫萨克公司</b></blockquote></p><p>Modular furniture seems like a pretty good idea to me, especially when it comes to large items like couches and sectionals. Bulky furniture that won't easily fit through doors becomes a big pain the moment it needs to be moved.</p><p><blockquote>模块化家具对我来说似乎是一个很好的主意,尤其是当涉及到像沙发和组合家具这样的大件物品时。不容易穿过门的笨重家具在需要移动时就成了一大麻烦。</blockquote></p><p>A modular sectional, comprised of smaller pieces that are combined into different configurations, solves this problem. The pieces can be easily shipped to the buyer using standard shipping services, and the sectional can be disassembled and moved quickly and easily.</p><p><blockquote>由组合成不同配置的较小部件组成的模块化截面解决了这个问题。这些部件可以使用标准运输服务轻松运送给买方,并且型材可以快速轻松地拆卸和移动。</blockquote></p><p>Lovesac is one company that hasfound success selling modular sectionals. The company's \"sactionals\" aren't cheap, but they've become increasingly popular as the pandemic has dragged on. Lovesac booked 43.5% sales growth in the third quarter of last year, and the company turned a profit thanks to higher sales, a higher gross margin, and some solid operating leverage.</p><p><blockquote>Lovesac 是一家在销售模块化组合件方面取得成功的公司。该公司的“sactionals”并不便宜,但随着疫情的持续,它们变得越来越受欢迎。Lovesac去年第三季度的销售额增长了43.5%,由于销售额的增长、毛利率的提高和一些稳健的运营杠杆,该公司实现了盈利。</blockquote></p><p>Lovesac is still a small company, with third-quarter revenue of just $75 million, but the total addressable market is quite large. The market for retail furniture and bedding in the U.S. this year will top $114 billion, according to IBISWorld. Lovesac only addresses a portion of this market, and its premium pricing further limits its market share. But it's not hard to imagine Lovesac eventually topping $1 billion in annual sales.</p><p><blockquote>Lovesac 仍然是一家小公司,第三季度营收仅为 7500 万美元,但总潜在市场相当大。根据IBISWorld的数据,今年美国零售家具和床上用品市场将超过1140亿美元。Lovesac 仅针对该市场的一部分,其溢价定价进一步限制了其市场份额。但不难想象,Lovesac 的年销售额最终将突破 10 亿美元。</blockquote></p><p>Shares of Lovesac have soared over the past year, pushing up the market capitalization to nearly $1 billion. That's a high price to pay for a small furniture company, so it may be wise to wait for a significant pullback before jumping in. There are significant risks, including lower-cost competition from other modular furniture companies and a potential slowdown in the housing market. But the modular furniture trend seems likely to continue, and Lovesac is a leader.</p><p><blockquote>Lovesac 的股价在过去一年中飙升,将市值推至近 10 亿美元。对于一家小型家具公司来说,这是一个很高的代价,因此在介入之前等待大幅回调可能是明智的。存在重大风险,包括来自其他模块化家具公司的低成本竞争以及房地产市场的潜在放缓。但模块化家具趋势似乎可能会继续下去,而Lovesac是一个领导者。</blockquote></p><p><b>2. Paycom Software</b></p><p><blockquote><b>2. Paycom软件</b></blockquote></p><p>Paycom is a bit of an outlier when it comes tosoftware-as-a-service stocks. The HR and payroll software provider is growing at a double-digit rate, but it's also highly profitable. While many SaaS companies pour cash into sales and marketing to boost growth at the expense of the bottom line, Paycom does not.</p><p><blockquote>就软件即服务股票而言,Paycom 有点异类。这家人力资源和薪资软件提供商正以两位数的速度增长,但它的利润也很高。虽然许多SaaS公司将现金投入销售和营销,以牺牲利润为代价来促进增长,但Paycom不会。</blockquote></p><p>Revenue was up 12.3% in Paycom's third quarter, not a bad result given Paycom's customer base skews small. Paycom's target client size range is 50 to 5,000 employees, and some of those clients have been forced to decrease headcount due to the pandemic. This is hurting Paycom's recurring revenue, and it will continue to do so until headcounts return to pre-pandemic levels.</p><p><blockquote>Paycom 第三季度收入增长 12.3%,考虑到 Paycom 的客户群偏差较小,这是一个不错的结果。Paycom 的目标客户规模范围为 50 至 5,000 名员工,其中一些客户因疫情而被迫减少员工人数。这正在损害 Paycom 的经常性收入,并且将继续这样做,直到员工人数恢复到大流行前的水平。</blockquote></p><p>Despite the pandemic headwind, Paycom has remained solidly profitable. GAAP net income was $27.5 million in the third quarter, and the company spent just one-third of revenue on sales and marketing. Net income was down from the prior-year period, but that dip is likely just a pandemic-driven bump in the road for Paycom.</p><p><blockquote>尽管面临疫情的阻力,Paycom 仍保持稳健盈利。第三季度 GAAP 净利润为 2750 万美元,该公司仅将三分之一的收入用于销售和营销。净利润较去年同期有所下降,但这一下降可能只是 Paycom 因疫情而遭遇的挫折。</blockquote></p><p>Other SaaS companies spend far more to acquire customers. Telemedicine company<b>Teladoc</b>, for example, poured nearly half of its revenue into sales and marketing in its latest quarter. SaaS giant<b>Salesforce</b>still spends around 45% of revenue on sales and marketing despite its size.</p><p><blockquote>其他SaaS公司在获取客户上的花费要高得多。远程医疗公司<b>特拉多克</b>例如,在最近一个季度,该公司将近一半的收入投入到销售和营销中。SaaS巨头<b>销售力量</b>尽管规模庞大,但仍将约 45% 的收入用于销售和营销。</blockquote></p><p>Paycom hasn't benefited from the pandemic, but the company has remained profitable and continued to grow. The stock is pricey, trading for over 25 times sales and over 150 times earnings. If the market heads lower and drags Paycom down with it, it's a stock to consider.</p><p><blockquote>Paycom 并未从疫情中受益,但该公司仍保持盈利并持续增长。该股价格昂贵,交易价格超过销售额的 25 倍,市盈率超过 150 倍。如果市场下跌并拖累 Paycom,那么这只股票值得考虑。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/03/02/2-growth-stocks-to-buy-if-the-market-crashes/\">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":{"PAYC":"Paycom Software, Inc.","LOVE":"Lovesac Co."},"source_url":"https://www.fool.com/investing/2021/03/02/2-growth-stocks-to-buy-if-the-market-crashes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105186433","content_text":"(March 3) Growth stocks have been the place to be over the past year as the stock market recovered from the crash that marked the beginning of the pandemic in the U.S. Some stocks have delivered multi-hundred-percent returns in the matter of months, despite little or no change in long-term prospects.The party won't last forever. Sky-high valuations will eventually fall back to earth, and even the best companies could see their stocks hit hard. Ultra-high prices make buying many growth stocks today risky, but a market crash could create some buying opportunities.Two growth stocks that have caught my eye are The Lovesac Company Lovesac Co. and Paycom Software, Inc. Both stocks are too expensive for me to touch right now, but I'll be interested if they get dragged down when the market takes a dive.1. The Lovesac CompanyModular furniture seems like a pretty good idea to me, especially when it comes to large items like couches and sectionals. Bulky furniture that won't easily fit through doors becomes a big pain the moment it needs to be moved.A modular sectional, comprised of smaller pieces that are combined into different configurations, solves this problem. The pieces can be easily shipped to the buyer using standard shipping services, and the sectional can be disassembled and moved quickly and easily.Lovesac is one company that hasfound success selling modular sectionals. The company's \"sactionals\" aren't cheap, but they've become increasingly popular as the pandemic has dragged on. Lovesac booked 43.5% sales growth in the third quarter of last year, and the company turned a profit thanks to higher sales, a higher gross margin, and some solid operating leverage.Lovesac is still a small company, with third-quarter revenue of just $75 million, but the total addressable market is quite large. The market for retail furniture and bedding in the U.S. this year will top $114 billion, according to IBISWorld. Lovesac only addresses a portion of this market, and its premium pricing further limits its market share. But it's not hard to imagine Lovesac eventually topping $1 billion in annual sales.Shares of Lovesac have soared over the past year, pushing up the market capitalization to nearly $1 billion. That's a high price to pay for a small furniture company, so it may be wise to wait for a significant pullback before jumping in. There are significant risks, including lower-cost competition from other modular furniture companies and a potential slowdown in the housing market. But the modular furniture trend seems likely to continue, and Lovesac is a leader.2. Paycom SoftwarePaycom is a bit of an outlier when it comes tosoftware-as-a-service stocks. The HR and payroll software provider is growing at a double-digit rate, but it's also highly profitable. While many SaaS companies pour cash into sales and marketing to boost growth at the expense of the bottom line, Paycom does not.Revenue was up 12.3% in Paycom's third quarter, not a bad result given Paycom's customer base skews small. Paycom's target client size range is 50 to 5,000 employees, and some of those clients have been forced to decrease headcount due to the pandemic. This is hurting Paycom's recurring revenue, and it will continue to do so until headcounts return to pre-pandemic levels.Despite the pandemic headwind, Paycom has remained solidly profitable. GAAP net income was $27.5 million in the third quarter, and the company spent just one-third of revenue on sales and marketing. Net income was down from the prior-year period, but that dip is likely just a pandemic-driven bump in the road for Paycom.Other SaaS companies spend far more to acquire customers. Telemedicine companyTeladoc, for example, poured nearly half of its revenue into sales and marketing in its latest quarter. SaaS giantSalesforcestill spends around 45% of revenue on sales and marketing despite its size.Paycom hasn't benefited from the pandemic, but the company has remained profitable and continued to grow. The stock is pricey, trading for over 25 times sales and over 150 times earnings. If the market heads lower and drags Paycom down with it, it's a stock to consider.","news_type":1,"symbols_score_info":{"PAYC":0.9,"LOVE":0.9}},"isVote":1,"tweetType":1,"viewCount":2937,"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/365452321"}
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