Prediction: These Will Be 2 of the Strongest Stocks in 2022

Motley Fool2021-11-15

As the present year draws to a close, many investors might be thinking about the moves they should make in 2022. But with the broad S&P 500 index near all-time highs, the prospect of opening new ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

james_l
2021-11-15
james_l
Really like to put go pro in the portfolio as a pandemic recovery play. Hope to get a decent entry point
MHh
2021-11-15
MHh
GoPro? [Thinking]
FannyNg
2021-11-15
FannyNg
Both are interesting stocks but like the idea of GoPro diversifying into cloud related services etc indicating its expansion plans and new income streams
happymoney
2021-11-15
happymoney
Lies
- happymoney:
  Tries
CCKK
2021-11-15
CCKK
Hmmm 🤔
mwlim1992
2021-11-15
mwlim1992
[强]

发表看法

269

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2183464920?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-15 10:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2183464920","market":"us","top_or_hot":-1,"title":"Prediction: These Will Be 2 of the Strongest Stocks in 2022","media":"Motley Fool","content":"<div>\n<p>As the present year draws to a close, many investors might be thinking about the moves they should make in 2022. But with the broad S&P 500 index near all-time highs, the prospect of opening new ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/prediction-2-of-the-strongest-stocks-in-2022/\">网页链接</a>\n\n</div>\n","source":"fool_stock","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>Prediction: These Will Be 2 of the Strongest Stocks in 2022</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPrediction: These Will Be 2 of the Strongest Stocks in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/prediction-2-of-the-strongest-stocks-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the present year draws to a close, many investors might be thinking about the moves they should make in 2022. But with the broad S&P 500 index near all-time highs, the prospect of opening new ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/prediction-2-of-the-strongest-stocks-in-2022/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"COHU","symbol_name":"科休半导体","start_time":0,"source_url":"https://www.fool.com/investing/2021/11/14/prediction-2-of-the-strongest-stocks-in-2022/","article_id":"2183464920","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2183464920","pubTimestamp":1636944360,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"With the new year right around the corner, it could be the perfect time to consider some explosive new opportunities.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"COHU":"科休半导体","GPRO":"GoPro"},"translate_title":"预测：这将是2022年最强的2只股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COHU":0.9,"GPRO":0.9},"content_text":"As the present year draws to a close, many investors might be thinking about the moves they should make in 2022. But with the broad S&P 500 index near all-time highs, the prospect of opening new positions can be daunting given that many popular stocks are looking quite expensive.\nIf you're willing to venture off the beaten path, some pockets of the market are still attractively priced, though.\nCohu (NASDAQ:COHU) is a semiconductor service company that Wall Street thinks could almost double from here, and action-camera company GoPro (NASDAQ:GPRO) has just delivered consecutive blockbuster quarterly results, spurring an analyst upgrade from well-respected investment bank Morgan Stanley this week.\nThese two stocks are just getting warmed up, and here's why they could be big-time contributors to your portfolio next year.\nThe case for Cohu\nCohu supplies testing and handling equipment to the world's largest semiconductor producers, designed to speed up the manufacturing process of fragile and highly valuable computer chips.\nA crippling semiconductor shortage has raged throughout 2020 and 2021, triggered by pandemic-related production shutdowns across Asia. These advanced computer chips are critical to most digital consumer goods, from mobile devices all the way up to new cars, and the inability to access them has caused a price surge in many of these products.\nThe new vehicle market was arguably the most impacted sector, with some dealerships reporting an 80% decline in their inventories. As a result, the price of a new car is up almost 10% in the last 12 months, and the price of a used car is up a whopping 26% as consumers settle for pre-owned models instead.\nCohu is playing a crucial role in alleviating these issues by focusing on the automotive segment, which is now its largest, accounting for 18% of total revenue. Its Neon inspection system is designed to detect defects in some of the world's smallest automotive-related semiconductors while still handling them at high speeds to prevent manufacturing delays.\nThis equipment is in high demand from semiconductor producers who need to quickly expand capacity to clear backlogs, and as such, Cohu is having its most profitable year since 2017. It's set to grow revenue by 39% compared to 2020, with $3.01 in earnings per share.\nBased on its current share price of $36, it trades at a forward price-to-earnings multiple of just 12, about 65% cheaper than the broad iShares Semiconductor ETF, which trades at a multiple of 35. It's therefore within the realm of probability that the stock could double from here -- yet even if it did, it would still be cheaper than its peers in the industry.\nThe case for GoPro\nAction camera leader GoPro is a corporate comeback story for the ages. Its stock fell 97% between its public listing in 2014 and the 2020 pandemic, yet it has been resurrected by a strong performance from its management team. They've pivoted the company away from a one-dimensional revenue stream, and set up a booming subscription business with extremely high profit margins.\nGoPro's new HERO10 Black camera shoots video in 5.2K high definition at a price point of just $499 -- its most comparable competitor, according to the company, is priced at $3,500. Traditionally, GoPro has sold its cameras through some of the largest retailers in the world, but it's currently shifting to a more direct-to-consumer model using its GoPro.com website. It means higher gross margins for the company, as it now keeps the retailers' cut.\nBut perhaps more notably is the new GoPro.com subscription. For $49.99 per year, brand loyalists can access exclusive product discounts, unlimited cloud storage, live streaming, and damaged product replacements. The growth in subscriptions has been astronomical.\n\n\n\nMetric\nQ3 2019\nQ3 2020\nQ3 2021\nCAGR\n\n\n\n\nSubscriptions\n305,000\n501,000\n1,340,000\n109%\n\n\n\nData source: GoPro. CAGR = compound annual growth rate.\nThe company expects to enter 2022 with 1.7 million paying subscribers, which will generate $90 million in revenue in the new year. But the kicker is the 70% to 80% gross margins -- this is an incredibly profitable business segment, and with its rapid growth will likely make an impactful contribution to GoPro's earnings.\nAnalysts expect the company to deliver $0.83 in earnings per share for 2021, which places the stock at a forward price-to-earnings multiple of 12 times. But with Wall Street titans like Morgan Stanley getting behind the company through a rating upgrade, investors could be enticed to ascribe a valuation that's more aligned with the broader Nasdaq 100 next year, which trades at an earnings multiple of 36.\nGoPro is certainly generating the growth to back that up and might be set to deliver top-tier returns in 2022.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":873464835,"gmtCreate":1636978678277,"gmtModify":1636978678726,"author":{"id":"3563436875655076","authorId":"3563436875655076","name":"james_l","avatar":"https://static.tigerbbs.com/7960ea5c640db331ff2de0da32f6a611","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Really like to put go pro in the portfolio as a pandemic recovery play. Hope to get a decent entry point","listText":"Really like to put go pro in the portfolio as a pandemic recovery play. Hope to get a decent entry point","text":"Really like to put go pro in the portfolio as a pandemic recovery play. Hope to get a decent entry point","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873464835","repostId":2183464920,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873491673,"gmtCreate":1636971786249,"gmtModify":1636971787289,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"GoPro? [Thinking]&nbsp;","listText":"GoPro? [Thinking]&nbsp;","text":"GoPro? [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873491673","repostId":2183464920,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873521127,"gmtCreate":1636964460783,"gmtModify":1636964461304,"author":{"id":"3570078045081862","authorId":"3570078045081862","name":"FannyNg","avatar":"https://static.tigerbbs.com/26a7e220cf6527fe231925dee915cd17","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Both are interesting stocks but like the idea of GoPro&nbsp;diversifying into&nbsp;cloud related services etc&nbsp;indicating its expansion plans and new income streams&nbsp;","listText":"Both are interesting stocks but like the idea of GoPro&nbsp;diversifying into&nbsp;cloud related services etc&nbsp;indicating its expansion plans and new income streams&nbsp;","text":"Both are interesting stocks but like the idea of GoPro diversifying into cloud related services etc indicating its expansion plans and new income streams","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873521127","repostId":2183464920,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873529763,"gmtCreate":1636964293194,"gmtModify":1636964293741,"author":{"id":"3569807126010989","authorId":"3569807126010989","name":"happymoney","avatar":"https://static.tigerbbs.com/c7b835f693b89bd9b980cc013a40c669","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Lies","listText":"Lies","text":"Lies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873529763","repostId":2183464920,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6584256,"gmtCreate":1636964316734,"gmtModify":1636964316764,"authorId":3569807126010989,"author":{"id":3569807126010989,"authorId":3569807126010989,"name":"happymoney","avatar":"https://static.tigerbbs.com/c7b835f693b89bd9b980cc013a40c669","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873529763,"type":1,"supId":0,"prevId":0,"content":"Tries","text":"Tries","html":"Tries"}],"langContent":"CN"},{"id":873580627,"gmtCreate":1636961066228,"gmtModify":1636961066585,"author":{"id":"3569655834816623","authorId":"3569655834816623","name":"CCKK","avatar":"https://static.tigerbbs.com/c6aea8804777ae257ed50c99419ad048","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Hmmm 🤔&nbsp;","listText":"Hmmm 🤔&nbsp;","text":"Hmmm 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873580627","repostId":2183464920,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873271201,"gmtCreate":1636953961389,"gmtModify":1636953961389,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873271201","repostId":2183464920,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":269,"commentSize":22,"repostSize":0,"favoriteSize":9,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2183464920"}