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2021-12-28
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3 Best Long-Term Stocks For Investors In 2022<blockquote>2022 年最适合投资者的 3 只长期股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696676405,"tweetId":"696676405","gmtCreate":1640694609964,"gmtModify":1640694610032,"author":{"id":3577328996224230,"idStr":"3577328996224230","authorId":3577328996224230,"authorIdStr":"3577328996224230","name":"VLBL","avatar":"https://static.tigerbbs.com/897c3c2657f28d97d3d63a56949c4d23","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>Like </p></body></html>","htmlText":"<html><head></head><body><p>Like </p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696676405","repostId":1149386026,"repostType":4,"repost":{"id":"1149386026","kind":"news","pubTimestamp":1640694214,"share":"https://www.laohu8.com/m/news/1149386026?lang=zh_CN&edition=full","pubTime":"2021-12-28 20:23","market":"us","language":"en","title":"3 Best Long-Term Stocks For Investors In 2022<blockquote>2022 年最适合投资者的 3 只长期股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149386026","media":"Seeking Alpha","summary":"Summary\n\n2022 promises to be another exciting year for investors.\nDiversity is the name of the game,","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>2022 promises to be another exciting year for investors.</li> <li>Diversity is the name of the game, and these long-term picks could provide market-beating returns for years to come.</li> <li>Happy New Year, everyone!</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a9e76c4c4780ab466238eb117b49289\" tg-width=\"1536\" tg-height=\"1178\" width=\"100%\" height=\"auto\"><span>vzphotos/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>2022 年对于投资者来说有望成为又一个激动人心的一年。</li><li>多元化是游戏的名称,这些长期选择可以在未来几年提供跑赢市场的回报。</li><li>大家新年快乐!</li></ul><p class=\"t-img-caption\"><span>vzphotos/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>What Are The Best Long-Term Stocks For 2022?</b></p><p><blockquote><b>2022年最好的长期股票有哪些?</b></blockquote></p><p> A new year will bring new challenges and opportunities for investors. Inflation, interest rates, bubbles, COVID-19 variants, the FTC, new technologies, transformative companies, record buybacks, high yields, and other variables promise to make this an exciting time. With this in mind, diversity is an integral part of a well-rounded portfolio for long-term investors. For this reason, I have chosen three picks from different baskets and include a rock-solid REIT pick, VICI Properties (VICI), a Big Tech pick, Alphabet (GOOG/GOOGL), and a dividend stalwart selection, AbbVie (ABBV).</p><p><blockquote>新的一年将为投资者带来新的挑战和机遇。通货膨胀、利率、泡沫、新冠肺炎变体、联邦贸易委员会、新技术、变革型公司、创纪录的回购、高收益率和其他变量有望使这成为一个激动人心的时刻。考虑到这一点,多元化是长期投资者全面投资组合不可或缺的一部分。出于这个原因,我从不同的篮子中选择了三个选择,包括坚如磐石的房地产投资信托基金选择 VICI Properties (VICI)、大型科技选择Alphabet (GOOG/GOOGL) 和股息坚定选择艾伯维 (ABBV)。</blockquote></p><p> <b>VICI Properties</b></p><p><blockquote><b>维奇物业</b></blockquote></p><p> VICI is a real estate investment trust (REIT) with properties dedicated to gaming and entertainment. It has properties nationwide, including on the Las Vegas Strip. VICI was initially formed as a spinoff of Caesars Entertainment (CZR) in 2017. More than 30% of its current exposure is to the Las Vegas Strip, and this will increase with the acquisition of MGM Growth Properties (MGP).</p><p><blockquote>VICI 是一家房地产投资信托基金 (REIT),拥有专门用于游戏和娱乐的物业。它在全国各地都有房产,包括拉斯维加斯大道。VICI 最初成立于 2017 年,是凯撒娱乐 (CZR) 的衍生公司。其目前超过 30% 的业务涉及拉斯维加斯大道,随着收购米高梅成长地产 (MGP),这一比例将会增加。</blockquote></p><p> Banks in the U.S. are required to undergo stress tests if they meet specific requirements. These tests are designed to ensure that they can function in the case of a financial calamity. VICI went through its own ultimate stress test in the Spring of 2020 and passed with flying colors. The entire Las Vegas Strip was shut for a period, and properties around the country were also profoundly affected. VICI's share price cratered during this time.</p><p><blockquote>如果满足特定要求,美国的银行需要接受压力测试。这些测试旨在确保它们在发生金融灾难时能够发挥作用。VICI在2020年春天经历了自己的终极压力测试,并以优异的成绩通过了。整个拉斯维加斯大道被关闭了一段时间,全国各地的房产也受到了深刻的影响。在此期间,VICI 的股价暴跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af10a5ccc2e464f90377c2ecdc1daef2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The company's revenue, however, actually went up. The adjusted funds from operations also increased in 2020.</p><p><blockquote>然而,该公司的收入实际上有所增加。2020年调整后的运营资金也有所增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ab088ba648174cb1ba043317b320833\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Looking at the chart above, one would never suspect a calamity in gaming was going on during this time. VICI actually increased the dividend in Q2 2020.</p><p><blockquote>看看上面的图表,人们永远不会怀疑这段时间游戏中的灾难正在发生。VICI 实际上在 2020 年第二季度增加了股息。</blockquote></p><p> VICI is currently yielding a very safe 5%. The dividend has just been raised in Q3 2021 from $0.33 quarterly per share to $0.36. VICI has raised the dividend each year since its inception, and this should continue. VICI reports that 97% of its long-term rental agreements include escalators tied to inflation. When the consumer price index (CPI) rises, so do the rents. In this way, VICI is a 5% yielding inflation hedge with a rising dividend and accretive acquisition closing soon. In short, an excellent pick for long-term investors.</p><p><blockquote>VICI 目前的收益率非常安全,为 5%。2021 年第三季度股息刚刚从每股季度 0.33 美元提高到 0.36 美元。自成立以来,VICI 每年都会提高股息,而且这种情况应该会继续下去。VICI报告称,其97%的长期租赁协议包括与通货膨胀挂钩的自动扶梯。当消费者价格指数(CPI)上涨时,租金也会上涨。这样,VICI 就是一个收益率为 5% 的通胀对冲工具,股息不断上升,增值收购即将完成。简而言之,这是长期投资者的绝佳选择。</blockquote></p><p> <b>Google</b></p><p><blockquote><b>谷歌</b></blockquote></p><p> Google is growing revenues prolifically and across multiple segments. The company had a brilliant 2021, and this momentum should carry on into 2022.</p><p><blockquote>谷歌正在多个领域大量增加收入。该公司在2021年表现出色,这种势头应该会持续到2022年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38f55f1ce9052097365fec82389e9484\" tg-width=\"640\" tg-height=\"261\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> As shown, revenue over the trailing twelve months (TTMs) has reached $239 billion, easily surpassing fiscal 2020 revenue of $183 billion. Growth slowed a bit in 2020 as advertisers cut back on spending; however, this came roaring back in 2021.</p><p><blockquote>如图所示,过去 12 个月 (TTMs) 的收入达到 2390 亿美元,轻松超过 2020 财年 1830 亿美元的收入。由于广告商削减支出,2020 年增长略有放缓;然而,这在2021年又回来了。</blockquote></p><p> In addition, margins are increasing.</p><p><blockquote>此外,利润率也在增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18ecf2c9613b853ad984e9bd95e640a9\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> Over the TTMs, Google has posted an EBITDA margin of 36%. This is excellent profitability. Much of this can be attributed to increased revenue for cloud services and YouTube. These segments have substantial expansion potential and should serve long-term investors well. News of the FTC cracking down on AWS could be welcome news to Google shareholders.</p><p><blockquote>在 TTMs,谷歌公布的 EBITDA 利润率为 36%。这是极好的盈利能力。这在很大程度上归因于云服务和 YouTube 收入的增加。这些细分市场具有巨大的扩张潜力,应该能为长期投资者提供良好的服务。联邦贸易委员会打击 AWS 的消息对谷歌股东来说可能是个好消息。</blockquote></p><p> Google also has some of the best valuation metrics of the Big Tech giants, as shown below.</p><p><blockquote>谷歌还拥有大型科技巨头中一些最好的估值指标,如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2975bf5e7bc0ec98f52cfc0fda52b63\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>AbbVie</b></p><p><blockquote><b>艾伯维</b></blockquote></p><p></p><p> AbbVie has been an excellent dividend growth stock for many years, and this is likely to continue. Because of the concerns over the Humira franchise patent cliffs, and other potential legislation regarding drug prices, AbbVie often trades at a discount. Investors who watch for dips can be rewarded handsomely. I discussed this in further detail in this previous article.</p><p><blockquote>多年来,艾伯维一直是一只出色的股息增长股票,而且这种情况可能会继续下去。由于对修美乐特许经营权悬崖以及其他有关药品价格的潜在立法的担忧,艾伯维经常以折扣价进行交易。关注下跌的投资者可以获得丰厚的回报。我在上一篇文章中对此进行了更详细的讨论。</blockquote></p><p> Biosimilars for Humira are coming to U.S. markets in 2023. This will likely cut the revenues AbbVie receives from Humira in half in the first year, judging by the results of introducing biosimilars in Europe. AbbVie has made several moves to get ahead of this in recent periods, including developing new drugs, expanding treatment options for existing drugs, and expanding the product line through acquisition. Examples include Rinvoq and the Allergan acquisition. As of Q1 2020, Humira made up over 54% of all revenue for AbbVie. This was down to 36% by Q2 2021, while total revenue rose considerably.</p><p><blockquote>修美乐的生物仿制药将于 2023 年进入美国市场。从在欧洲推出生物仿制药的结果来看,这可能会使艾伯维第一年从修美乐获得的收入减少一半。艾伯维最近一段时间采取了多项举措来领先于此,包括开发新药、扩大现有药物的治疗选择以及通过收购扩大产品线。例子包括 Rinvoq 和艾尔建收购。截至 2020 年第一季度,修美乐占艾伯维总收入的 54% 以上。到 2021 年第二季度,这一比例降至 36%,而总收入则大幅增长。</blockquote></p><p> AbbVie's dividend is safe, with a payout ratio below 50%. It has also been raised for eight consecutive years. The five-year dividend growth rate is near 18%. This makes AbbVie an excellent pick for long-term dividend growth investors.</p><p><blockquote>艾伯维的股息是安全的,派息率低于50%。也是连续八年上调。五年股息增长率接近18%。这使得艾伯维成为长期股息增长投资者的绝佳选择。</blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> VICI, Google, and AbbVie are stellar companies with extremely positive long-term potential. Each provides an investor's portfolio with different exposure and different potential. VICI is a tested gaming giant with a rising dividend and inflation protection. Google is as solid as they come with much upside and more limited risk than some in Big Tech due to the lower valuation. AbbVie is a dividend-producing machine where investors can snag a higher yield based on moderate risks. The three combined can be part of the bedrock of a well-rounded investment portfolio.</p><p><blockquote>VICI、谷歌和艾伯维都是具有极其积极长期潜力的杰出公司。每一种都为投资者的投资组合提供了不同的风险敞口和不同的潜力。VICI 是一家久经考验的博彩巨头,拥有不断上升的股息和通胀保护。由于估值较低,谷歌与一些大型科技公司相比具有很大的上涨空间和更有限的风险,因此谷歌是稳健的。艾伯维是一台股息生产机器,投资者可以基于中等风险获得更高的收益率。这三者结合起来可以成为全面投资组合的基石。</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 Best Long-Term Stocks For Investors In 2022<blockquote>2022 年最适合投资者的 3 只长期股票</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\">\n3 Best Long-Term Stocks For Investors In 2022<blockquote>2022 年最适合投资者的 3 只长期股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-28 20:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>2022 promises to be another exciting year for investors.</li> <li>Diversity is the name of the game, and these long-term picks could provide market-beating returns for years to come.</li> <li>Happy New Year, everyone!</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a9e76c4c4780ab466238eb117b49289\" tg-width=\"1536\" tg-height=\"1178\" width=\"100%\" height=\"auto\"><span>vzphotos/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>2022 年对于投资者来说有望成为又一个激动人心的一年。</li><li>多元化是游戏的名称,这些长期选择可以在未来几年提供跑赢市场的回报。</li><li>大家新年快乐!</li></ul><p class=\"t-img-caption\"><span>vzphotos/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>What Are The Best Long-Term Stocks For 2022?</b></p><p><blockquote><b>2022年最好的长期股票有哪些?</b></blockquote></p><p> A new year will bring new challenges and opportunities for investors. Inflation, interest rates, bubbles, COVID-19 variants, the FTC, new technologies, transformative companies, record buybacks, high yields, and other variables promise to make this an exciting time. With this in mind, diversity is an integral part of a well-rounded portfolio for long-term investors. For this reason, I have chosen three picks from different baskets and include a rock-solid REIT pick, VICI Properties (VICI), a Big Tech pick, Alphabet (GOOG/GOOGL), and a dividend stalwart selection, AbbVie (ABBV).</p><p><blockquote>新的一年将为投资者带来新的挑战和机遇。通货膨胀、利率、泡沫、新冠肺炎变体、联邦贸易委员会、新技术、变革型公司、创纪录的回购、高收益率和其他变量有望使这成为一个激动人心的时刻。考虑到这一点,多元化是长期投资者全面投资组合不可或缺的一部分。出于这个原因,我从不同的篮子中选择了三个选择,包括坚如磐石的房地产投资信托基金选择 VICI Properties (VICI)、大型科技选择Alphabet (GOOG/GOOGL) 和股息坚定选择艾伯维 (ABBV)。</blockquote></p><p> <b>VICI Properties</b></p><p><blockquote><b>维奇物业</b></blockquote></p><p> VICI is a real estate investment trust (REIT) with properties dedicated to gaming and entertainment. It has properties nationwide, including on the Las Vegas Strip. VICI was initially formed as a spinoff of Caesars Entertainment (CZR) in 2017. More than 30% of its current exposure is to the Las Vegas Strip, and this will increase with the acquisition of MGM Growth Properties (MGP).</p><p><blockquote>VICI 是一家房地产投资信托基金 (REIT),拥有专门用于游戏和娱乐的物业。它在全国各地都有房产,包括拉斯维加斯大道。VICI 最初成立于 2017 年,是凯撒娱乐 (CZR) 的衍生公司。其目前超过 30% 的业务涉及拉斯维加斯大道,随着收购米高梅成长地产 (MGP),这一比例将会增加。</blockquote></p><p> Banks in the U.S. are required to undergo stress tests if they meet specific requirements. These tests are designed to ensure that they can function in the case of a financial calamity. VICI went through its own ultimate stress test in the Spring of 2020 and passed with flying colors. The entire Las Vegas Strip was shut for a period, and properties around the country were also profoundly affected. VICI's share price cratered during this time.</p><p><blockquote>如果满足特定要求,美国的银行需要接受压力测试。这些测试旨在确保它们在发生金融灾难时能够发挥作用。VICI在2020年春天经历了自己的终极压力测试,并以优异的成绩通过了。整个拉斯维加斯大道被关闭了一段时间,全国各地的房产也受到了深刻的影响。在此期间,VICI 的股价暴跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af10a5ccc2e464f90377c2ecdc1daef2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> The company's revenue, however, actually went up. The adjusted funds from operations also increased in 2020.</p><p><blockquote>然而,该公司的收入实际上有所增加。2020年调整后的运营资金也有所增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ab088ba648174cb1ba043317b320833\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Looking at the chart above, one would never suspect a calamity in gaming was going on during this time. VICI actually increased the dividend in Q2 2020.</p><p><blockquote>看看上面的图表,人们永远不会怀疑这段时间游戏中的灾难正在发生。VICI 实际上在 2020 年第二季度增加了股息。</blockquote></p><p> VICI is currently yielding a very safe 5%. The dividend has just been raised in Q3 2021 from $0.33 quarterly per share to $0.36. VICI has raised the dividend each year since its inception, and this should continue. VICI reports that 97% of its long-term rental agreements include escalators tied to inflation. When the consumer price index (CPI) rises, so do the rents. In this way, VICI is a 5% yielding inflation hedge with a rising dividend and accretive acquisition closing soon. In short, an excellent pick for long-term investors.</p><p><blockquote>VICI 目前的收益率非常安全,为 5%。2021 年第三季度股息刚刚从每股季度 0.33 美元提高到 0.36 美元。自成立以来,VICI 每年都会提高股息,而且这种情况应该会继续下去。VICI报告称,其97%的长期租赁协议包括与通货膨胀挂钩的自动扶梯。当消费者价格指数(CPI)上涨时,租金也会上涨。这样,VICI 就是一个收益率为 5% 的通胀对冲工具,股息不断上升,增值收购即将完成。简而言之,这是长期投资者的绝佳选择。</blockquote></p><p> <b>Google</b></p><p><blockquote><b>谷歌</b></blockquote></p><p> Google is growing revenues prolifically and across multiple segments. The company had a brilliant 2021, and this momentum should carry on into 2022.</p><p><blockquote>谷歌正在多个领域大量增加收入。该公司在2021年表现出色,这种势头应该会持续到2022年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38f55f1ce9052097365fec82389e9484\" tg-width=\"640\" tg-height=\"261\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> As shown, revenue over the trailing twelve months (TTMs) has reached $239 billion, easily surpassing fiscal 2020 revenue of $183 billion. Growth slowed a bit in 2020 as advertisers cut back on spending; however, this came roaring back in 2021.</p><p><blockquote>如图所示,过去 12 个月 (TTMs) 的收入达到 2390 亿美元,轻松超过 2020 财年 1830 亿美元的收入。由于广告商削减支出,2020 年增长略有放缓;然而,这在2021年又回来了。</blockquote></p><p> In addition, margins are increasing.</p><p><blockquote>此外,利润率也在增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18ecf2c9613b853ad984e9bd95e640a9\" tg-width=\"640\" tg-height=\"276\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> Over the TTMs, Google has posted an EBITDA margin of 36%. This is excellent profitability. Much of this can be attributed to increased revenue for cloud services and YouTube. These segments have substantial expansion potential and should serve long-term investors well. News of the FTC cracking down on AWS could be welcome news to Google shareholders.</p><p><blockquote>在 TTMs,谷歌公布的 EBITDA 利润率为 36%。这是极好的盈利能力。这在很大程度上归因于云服务和 YouTube 收入的增加。这些细分市场具有巨大的扩张潜力,应该能为长期投资者提供良好的服务。联邦贸易委员会打击 AWS 的消息对谷歌股东来说可能是个好消息。</blockquote></p><p> Google also has some of the best valuation metrics of the Big Tech giants, as shown below.</p><p><blockquote>谷歌还拥有大型科技巨头中一些最好的估值指标,如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2975bf5e7bc0ec98f52cfc0fda52b63\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>AbbVie</b></p><p><blockquote><b>艾伯维</b></blockquote></p><p></p><p> AbbVie has been an excellent dividend growth stock for many years, and this is likely to continue. Because of the concerns over the Humira franchise patent cliffs, and other potential legislation regarding drug prices, AbbVie often trades at a discount. Investors who watch for dips can be rewarded handsomely. I discussed this in further detail in this previous article.</p><p><blockquote>多年来,艾伯维一直是一只出色的股息增长股票,而且这种情况可能会继续下去。由于对修美乐特许经营权悬崖以及其他有关药品价格的潜在立法的担忧,艾伯维经常以折扣价进行交易。关注下跌的投资者可以获得丰厚的回报。我在上一篇文章中对此进行了更详细的讨论。</blockquote></p><p> Biosimilars for Humira are coming to U.S. markets in 2023. This will likely cut the revenues AbbVie receives from Humira in half in the first year, judging by the results of introducing biosimilars in Europe. AbbVie has made several moves to get ahead of this in recent periods, including developing new drugs, expanding treatment options for existing drugs, and expanding the product line through acquisition. Examples include Rinvoq and the Allergan acquisition. As of Q1 2020, Humira made up over 54% of all revenue for AbbVie. This was down to 36% by Q2 2021, while total revenue rose considerably.</p><p><blockquote>修美乐的生物仿制药将于 2023 年进入美国市场。从在欧洲推出生物仿制药的结果来看,这可能会使艾伯维第一年从修美乐获得的收入减少一半。艾伯维最近一段时间采取了多项举措来领先于此,包括开发新药、扩大现有药物的治疗选择以及通过收购扩大产品线。例子包括 Rinvoq 和艾尔建收购。截至 2020 年第一季度,修美乐占艾伯维总收入的 54% 以上。到 2021 年第二季度,这一比例降至 36%,而总收入则大幅增长。</blockquote></p><p> AbbVie's dividend is safe, with a payout ratio below 50%. It has also been raised for eight consecutive years. The five-year dividend growth rate is near 18%. This makes AbbVie an excellent pick for long-term dividend growth investors.</p><p><blockquote>艾伯维的股息是安全的,派息率低于50%。也是连续八年上调。五年股息增长率接近18%。这使得艾伯维成为长期股息增长投资者的绝佳选择。</blockquote></p><p> <b>Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> VICI, Google, and AbbVie are stellar companies with extremely positive long-term potential. Each provides an investor's portfolio with different exposure and different potential. VICI is a tested gaming giant with a rising dividend and inflation protection. Google is as solid as they come with much upside and more limited risk than some in Big Tech due to the lower valuation. AbbVie is a dividend-producing machine where investors can snag a higher yield based on moderate risks. The three combined can be part of the bedrock of a well-rounded investment portfolio.</p><p><blockquote>VICI、谷歌和艾伯维都是具有极其积极长期潜力的杰出公司。每一种都为投资者的投资组合提供了不同的风险敞口和不同的潜力。VICI 是一家久经考验的博彩巨头,拥有不断上升的股息和通胀保护。由于估值较低,谷歌与一些大型科技公司相比具有很大的上涨空间和更有限的风险,因此谷歌是稳健的。艾伯维是一台股息生产机器,投资者可以基于中等风险获得更高的收益率。这三者结合起来可以成为全面投资组合的基石。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4476923-3-best-long-term-stocks-for-investors-in-2022\">Seeking Alpha</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":{"VICI":"Vici Properties","GOOG":"谷歌","ABBV":"艾伯维公司","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4476923-3-best-long-term-stocks-for-investors-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149386026","content_text":"Summary\n\n2022 promises to be another exciting year for investors.\nDiversity is the name of the game, and these long-term picks could provide market-beating returns for years to come.\nHappy New Year, everyone!\n\nvzphotos/iStock Editorial via Getty Images\nWhat Are The Best Long-Term Stocks For 2022?\nA new year will bring new challenges and opportunities for investors. Inflation, interest rates, bubbles, COVID-19 variants, the FTC, new technologies, transformative companies, record buybacks, high yields, and other variables promise to make this an exciting time. With this in mind, diversity is an integral part of a well-rounded portfolio for long-term investors. For this reason, I have chosen three picks from different baskets and include a rock-solid REIT pick, VICI Properties (VICI), a Big Tech pick, Alphabet (GOOG/GOOGL), and a dividend stalwart selection, AbbVie (ABBV).\nVICI Properties\nVICI is a real estate investment trust (REIT) with properties dedicated to gaming and entertainment. It has properties nationwide, including on the Las Vegas Strip. VICI was initially formed as a spinoff of Caesars Entertainment (CZR) in 2017. More than 30% of its current exposure is to the Las Vegas Strip, and this will increase with the acquisition of MGM Growth Properties (MGP).\nBanks in the U.S. are required to undergo stress tests if they meet specific requirements. These tests are designed to ensure that they can function in the case of a financial calamity. VICI went through its own ultimate stress test in the Spring of 2020 and passed with flying colors. The entire Las Vegas Strip was shut for a period, and properties around the country were also profoundly affected. VICI's share price cratered during this time.\nData by YCharts\nThe company's revenue, however, actually went up. The adjusted funds from operations also increased in 2020.\nData by YCharts\nLooking at the chart above, one would never suspect a calamity in gaming was going on during this time. VICI actually increased the dividend in Q2 2020.\nVICI is currently yielding a very safe 5%. The dividend has just been raised in Q3 2021 from $0.33 quarterly per share to $0.36. VICI has raised the dividend each year since its inception, and this should continue. VICI reports that 97% of its long-term rental agreements include escalators tied to inflation. When the consumer price index (CPI) rises, so do the rents. In this way, VICI is a 5% yielding inflation hedge with a rising dividend and accretive acquisition closing soon. In short, an excellent pick for long-term investors.\nGoogle\nGoogle is growing revenues prolifically and across multiple segments. The company had a brilliant 2021, and this momentum should carry on into 2022.\nChart created by author with data from Seeking Alpha\nAs shown, revenue over the trailing twelve months (TTMs) has reached $239 billion, easily surpassing fiscal 2020 revenue of $183 billion. Growth slowed a bit in 2020 as advertisers cut back on spending; however, this came roaring back in 2021.\nIn addition, margins are increasing.\nChart created by author with data from Seeking Alpha\nOver the TTMs, Google has posted an EBITDA margin of 36%. This is excellent profitability. Much of this can be attributed to increased revenue for cloud services and YouTube. These segments have substantial expansion potential and should serve long-term investors well. News of the FTC cracking down on AWS could be welcome news to Google shareholders.\nGoogle also has some of the best valuation metrics of the Big Tech giants, as shown below.\nData by YCharts\nAbbVie\nAbbVie has been an excellent dividend growth stock for many years, and this is likely to continue. Because of the concerns over the Humira franchise patent cliffs, and other potential legislation regarding drug prices, AbbVie often trades at a discount. Investors who watch for dips can be rewarded handsomely. I discussed this in further detail in this previous article.\nBiosimilars for Humira are coming to U.S. markets in 2023. This will likely cut the revenues AbbVie receives from Humira in half in the first year, judging by the results of introducing biosimilars in Europe. AbbVie has made several moves to get ahead of this in recent periods, including developing new drugs, expanding treatment options for existing drugs, and expanding the product line through acquisition. Examples include Rinvoq and the Allergan acquisition. As of Q1 2020, Humira made up over 54% of all revenue for AbbVie. This was down to 36% by Q2 2021, while total revenue rose considerably.\nAbbVie's dividend is safe, with a payout ratio below 50%. It has also been raised for eight consecutive years. The five-year dividend growth rate is near 18%. This makes AbbVie an excellent pick for long-term dividend growth investors.\nBottom Line\nVICI, Google, and AbbVie are stellar companies with extremely positive long-term potential. Each provides an investor's portfolio with different exposure and different potential. VICI is a tested gaming giant with a rising dividend and inflation protection. Google is as solid as they come with much upside and more limited risk than some in Big Tech due to the lower valuation. AbbVie is a dividend-producing machine where investors can snag a higher yield based on moderate risks. The three combined can be part of the bedrock of a well-rounded investment portfolio.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"VICI":0.9,"GOOG":0.9,"ABBV":0.9}},"isVote":1,"tweetType":1,"viewCount":2817,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696676405"}
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