CKLH
2021-11-30
Up up up
My Top 2 Growth Stocks to Buy in December
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I prefer looking forward and searching for investment opportunities. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks I own and will add to during December are <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b> (NASDAQ:PYPL) and <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> (NASDAQ:MELI).</p>\n<p>The stock prices of both are down nearly 40% from all-time highs, yet their businesses are strong. Why are two high-profile names struggling lately to provide returns for investors?</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F654672%2Fman-making-digital-payment.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. PayPal</h2>\n<p>PayPal provides a payment platform to process consumer and business transactions. It also owns Venmo, a popular app for sending money; and Honey, the browser add-on that saves customers money through automated coupon searches. The tailwinds behind e-commerce and digital payments blew hard throughout the pandemic, and PayPal benefited significantly.</p>\n<p>One area that bears have focused on is <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b>'s (NASDAQ:EBAY) transition away from PayPal. Although eBay used to own PayPal and was the sole payment processor, the agreement no longer exists. But eBay's payment volume was only 3% of PayPal's total third-quarter volume.</p>\n<p>As for payment volume, it was up 26% to $310 billion in the third quarter, which brings PayPal's trailing-12-month volume to $1.2 trillion. Removing eBay transactions from the calculation accelerates its growth to 31%. Revenue grew 13% counting eBay-derived revenue and 25% without it. While losing a consistent revenue stream isn't a positive for PayPal, it is still executing well without it.</p>\n<p>Replacing PayPal's eBay partnership, <b>Amazon</b> (NASDAQ:AMZN) recently began accepting Venmo as a payment form on its website. This is significant, as PayPal's flagship product isn't accepted as a payment form during Amazon's checkout process. After the Venmo partnership was reached, PayPal can realize new revenue streams from Amazon, the world's largest e-commerce retailer.</p>\n<p>PayPal was rumored to be buying <b>Pinterest </b>(NYSE:PINS), sending share prices tumbling 10% in late October. PayPal's stock price has not recovered even after it released an official statement noting it was not pursuing the acquisition. Its Venmo partnership with Amazon coincided with its third-quarter earnings release, but it wasn't enough to keep the market from selling off another 10%. With the stock now down more than $100 a share from its all-time high, the market seems to have forgotten PayPal's potential.</p>\n<p>PayPal's valuation is also low, trading at a level not seen since March 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb9e5f41d0c65a7d3702f2b81198bcc\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>PYPL P/E ratio data by YCharts.</span></p>\n<p>With fourth-quarter guidance of 12% to 14% revenue growth and payment volume rising another 33%, PayPal is still a solid growth stock. Nothing in the financials suggests this stock should be down nearly 40%.</p>\n<h2>2. MercadoLibre</h2>\n<p>MercadoLibre is bringing aspects of e-commerce that U.S. consumers love to Latin America. It has PayPal's payment element, Amazon's e-commerce platform, and shipping solutions to 18 countries across North and South America. It also has a small but growing credit platform for lending to businesses and consumers.</p>\n<p>The pandemic gave MercadoLibre a huge boost. Revenue grew year over year at more than 100% during the previous four quarters. Its third-quarter revenue overlapped these incredible results, and growth is slowing, but revenue still increased 73% in the quarter.</p>\n<p>None of MercadoLibre's business segments are lagging; all are executing. While nowhere near PayPal's payment volume, Mercado Pago processed $20.9 billion, growing 59% on a currency-neutral basis. The logistics division, Mercado Envios, shipped 32% more packages year over year. Currency-neutral gross merchandise volume sold on its e-commerce platform rose 30% to $7.3 billion. Mercado Pago added an option to buy, sell, and hold cryptocurrencies in Brazil beginning at the end of November.</p>\n<p>Its price-to-sales ratio is as cheap now as it was during the low point of the pandemic-driven sell-off.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06e4b6867a192720a73e06c969b371c4\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>MELI P/S ratio data by YCharts.</span></p>\n<p>Investors should be taking advantage of MercadoLibre's depressed prices. It's not often the market holds a sale like it has now. Latin America's digital transformation is not complete, and MercadoLibre will continue being the transition's driving force.</p>\n<p>PayPal and MercadoLibre are two growth stocks down significantly. While market price fluctuations may result in 20% swings periodically, 40% drops must be examined for business weakness or market inconsistency. I believe market inconsistency is the case for both companies, which is why their stocks are my December top buys.</p>","source":"fool_stock","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>My Top 2 Growth Stocks to Buy in December</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\">\nMy Top 2 Growth Stocks to Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 22:04 GMT+8 <a href=https://www.fool.com/investing/2021/11/30/my-top-2-growth-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With 2021 wrapping up, some investors evaluate their performance over the year. I prefer looking forward and searching for investment opportunities. Two stocks I own and will add to during December ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/30/my-top-2-growth-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","PINS":"Pinterest, Inc.","BK4551":"寇图资本持仓","AMZN":"亚马逊","BK4561":"索罗斯持仓","EBAY":"eBay","BK4548":"巴美列捷福持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4106":"数据处理与外包服务","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","MELI":"MercadoLibre","BK4508":"社交媒体","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","PYPL":"PayPal","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2021/11/30/my-top-2-growth-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187874695","content_text":"With 2021 wrapping up, some investors evaluate their performance over the year. I prefer looking forward and searching for investment opportunities. Two stocks I own and will add to during December are PayPal Holdings (NASDAQ:PYPL) and MercadoLibre (NASDAQ:MELI).\nThe stock prices of both are down nearly 40% from all-time highs, yet their businesses are strong. Why are two high-profile names struggling lately to provide returns for investors?\nImage source: Getty Images.\n1. PayPal\nPayPal provides a payment platform to process consumer and business transactions. It also owns Venmo, a popular app for sending money; and Honey, the browser add-on that saves customers money through automated coupon searches. The tailwinds behind e-commerce and digital payments blew hard throughout the pandemic, and PayPal benefited significantly.\nOne area that bears have focused on is eBay's (NASDAQ:EBAY) transition away from PayPal. Although eBay used to own PayPal and was the sole payment processor, the agreement no longer exists. But eBay's payment volume was only 3% of PayPal's total third-quarter volume.\nAs for payment volume, it was up 26% to $310 billion in the third quarter, which brings PayPal's trailing-12-month volume to $1.2 trillion. Removing eBay transactions from the calculation accelerates its growth to 31%. Revenue grew 13% counting eBay-derived revenue and 25% without it. While losing a consistent revenue stream isn't a positive for PayPal, it is still executing well without it.\nReplacing PayPal's eBay partnership, Amazon (NASDAQ:AMZN) recently began accepting Venmo as a payment form on its website. This is significant, as PayPal's flagship product isn't accepted as a payment form during Amazon's checkout process. After the Venmo partnership was reached, PayPal can realize new revenue streams from Amazon, the world's largest e-commerce retailer.\nPayPal was rumored to be buying Pinterest (NYSE:PINS), sending share prices tumbling 10% in late October. PayPal's stock price has not recovered even after it released an official statement noting it was not pursuing the acquisition. Its Venmo partnership with Amazon coincided with its third-quarter earnings release, but it wasn't enough to keep the market from selling off another 10%. With the stock now down more than $100 a share from its all-time high, the market seems to have forgotten PayPal's potential.\nPayPal's valuation is also low, trading at a level not seen since March 2020.\nPYPL P/E ratio data by YCharts.\nWith fourth-quarter guidance of 12% to 14% revenue growth and payment volume rising another 33%, PayPal is still a solid growth stock. Nothing in the financials suggests this stock should be down nearly 40%.\n2. MercadoLibre\nMercadoLibre is bringing aspects of e-commerce that U.S. consumers love to Latin America. It has PayPal's payment element, Amazon's e-commerce platform, and shipping solutions to 18 countries across North and South America. It also has a small but growing credit platform for lending to businesses and consumers.\nThe pandemic gave MercadoLibre a huge boost. Revenue grew year over year at more than 100% during the previous four quarters. Its third-quarter revenue overlapped these incredible results, and growth is slowing, but revenue still increased 73% in the quarter.\nNone of MercadoLibre's business segments are lagging; all are executing. While nowhere near PayPal's payment volume, Mercado Pago processed $20.9 billion, growing 59% on a currency-neutral basis. The logistics division, Mercado Envios, shipped 32% more packages year over year. Currency-neutral gross merchandise volume sold on its e-commerce platform rose 30% to $7.3 billion. Mercado Pago added an option to buy, sell, and hold cryptocurrencies in Brazil beginning at the end of November.\nIts price-to-sales ratio is as cheap now as it was during the low point of the pandemic-driven sell-off.\nMELI P/S ratio data by YCharts.\nInvestors should be taking advantage of MercadoLibre's depressed prices. It's not often the market holds a sale like it has now. Latin America's digital transformation is not complete, and MercadoLibre will continue being the transition's driving force.\nPayPal and MercadoLibre are two growth stocks down significantly. While market price fluctuations may result in 20% swings periodically, 40% drops must be examined for business weakness or market inconsistency. I believe market inconsistency is the case for both companies, which is why their stocks are my December top buys.","news_type":1},"isVote":1,"tweetType":1,"viewCount":715,"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609648963"}
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