Toast：被低估的寶石，具有雄心勃勃的成長軌跡

2024 年股市表現強勁，標普 500 指數第一季上漲 10.2%。儘管擔心市場過度擴張，一些投資者仍然保持樂觀，而另一些投資者則強調投資優質公司對長期成長的重要性。本文介紹了分析師認為四月值得考慮購買的五隻股票：Toast、Viking Therapeutics、Brookfield Renewable、United Parcel Service 和 Procter & Gamble。這些公司提供了成長、收入和價值的結合，未來有可能獲得豐厚的回報。

Toast: A Rough-Cut Diamond with Robust Growth Plans

吐司：具有強勁成長計畫的粗切鑽石

Anders Bylund analyzes Toast, a provider of restaurant-management software and payment solutions, acknowledging its recent struggles. However, he highlights the company's user-friendly platform, increasing sales growth, and improved profitability. Despite management missteps, Bylund believes Toast's future is bright, emphasizing its undervalued stock, which trades at a low multiple of 3.4 times sales while sales surged 35% year-over-year. He predicts strong returns for patient shareholders who invest in Toast.

Anders Bylund 分析了餐廳管理軟體和支付解決方案提供商 Toast，承認其最近的困境。不過，他強調了公司​​的用戶友好平台、銷售成長和獲利能力的提高。儘管存在管理層失誤，Bylund 相信 Toast 的未來是光明的，並強調其股票被低估，該公司的市盈率僅為銷售額的 3.4 倍，而銷售額卻同比飆升 35%。他預計投資 Toast 的耐心股東將會獲得豐厚的回報。

Viking Therapeutics: A Top-Takeover Target

Viking Therapeutics：頂級收購目標

Keith Speights believes Viking Therapeutics is an excellent pick for investors due to its potential to be acquired by a large drugmaker by 2025. He cites the growing obesity drug market, projected to exceed $100 billion by 2030, as a key factor attracting potential suitors. Speights highlights the impressive results from phase 2 studies of Viking's injectable and oral VK2735 drugs, showing significant weight loss and a favorable safety profile. He also mentions the company's promising phase 2 study of VK2809 for nonalcoholic steatohepatitis (NASH), indicating Viking's potential in this high-growth market. Speights concludes that Viking Therapeutics' strong pipeline candidates could make it a valuable acquisition target, providing significant returns for investors.

Keith Speights 認為，Viking Therapeutics 是投資者的絕佳選擇，因為該公司有可能在2025 年被大型製藥商收購。他指出，不斷增長的肥胖藥物市場（預計到2030 年將超過1000 億美元）是吸引潛在買家的關鍵因素。 Speights 強調了 Viking 注射和口服 VK2735 藥物的 2 期研究令人印象深刻的結果，顯示出顯著的體重減輕和良好的安全性。他還提到了該公司對 VK2809 治療非酒精性脂肪性肝炎 (NASH) 的有前景的 2 期研究，顯示 Viking 在這個高成長市場的潛力。 Speights 的結論是，Viking Therapeutics 強大的候選產品可能使其成為有價值的收購目標，為投資者提供可觀的回報。

Brookfield Renewable: A High-Yield Stock from a High-Potential Industry

布魯克菲爾德再生能源：來自高潛力產業的高收益股票

Neha Chamaria recommends Brookfield Renewable, a company operating in the renewable energy industry, which is witnessing significant growth as nations transition to cleaner energy sources. Chamaria highlights India's ambitious clean energy targets and Brookfield Renewable's global operations in hydropower, wind, solar, and energy storage. She notes the company's diversified portfolio, long-term power contracts, and plans to invest $7 billion in growth projects over the next five years. Chamaria anticipates an increase in funds from operations (FFO) per share by at least 10% annually from 2023 to 2028, which would support dividend growth of 5% to 9% each year. With Brookfield Renewable's strong financials and high dividend yield, Chamaria believes it's a compelling investment opportunity for long-term investors.

Neha Chamaria 推薦 Brookfield Renewable，這是一家從事再生能源行業的公司，隨著各國向清潔能源轉型，該公司正在經歷顯著成長。 Chamaria 重點介紹了印度雄心勃勃的清潔能源目標以及布魯克菲爾德再生能源公司在水力發電、風能、太陽能和儲能領域的全球業務。她注意到該公司的多元化投資組合、長期電力合同，並計劃在未來五年內投資 70 億美元用於成長項目。 Chamaria 預計，從 2023 年到 2028 年，每股營運資金 (FFO) 每年至少成長 10%，這將支持每年 5% 到 9% 的股息成長。憑藉布魯克菲爾德再生能源公司強勁的財務狀況和高股息收益率，Chamaria 相信這對長期投資者來說是一個極具吸引力的投資機會。

United Parcel Service: A High-Yield Dividend Stock Too Good to Pass Up

聯合包裹服務公司：一檔不容錯過的高收益股利股票

Daniel Foelber examines United Postal Service (UPS), a stock that has underperformed recently after the company's Investor and Analyst Day. Despite the company's projected weak 2024 results and high costs, Foelber believes UPS has a clear path to return to growth. He cites the long-term tailwinds of e-commerce and package delivery, both domestically and internationally. Foelber highlights UPS's 4.5% dividend yield, providing investors with an incentive to hold the stock through challenging periods. He believes that UPS has sold off enough and expects the company to achieve its 2026 guidance targets.

丹尼爾·福爾伯（Daniel Foelber）研究了聯合郵政服務公司（UPS），該股最近在該公司的投資者和分析師日之後表現不佳。儘管該公司預計 2024 年業績疲軟且成本高昂，但 Foelber 認為 UPS 擁有一條明確的恢復成長之路。他列舉了國內和國際電子商務和包裹遞送的長期推動力。 Foelber 強調了 UPS 4.5% 的股息殖利率，這為投資者提供了在充滿挑戰的時期持有股票的動力。他認為 UPS 的拋售已經足夠多，並預計該公司能夠實現 2026 年的指導目標。

Procter & Gamble: Looking for a Higher Dividend

寶潔公司：尋求更高的股息

Demitri Kalogeropoulos suggests Procter & Gamble (P&G) as a compelling investment in April due to the company's upcoming fiscal third-quarter update and dividend announcement. Kalogeropoulos acknowledges the recent market trend of consumer staples companies falling out of favor, but he emphasizes P&G's impressive results, including profit growth of 16% in the latest quarter. He anticipates a larger dividend increase for 2024 given the company's strong profitability and cash flow. Kalogeropoulos advises investors to monitor P&G's volume trends in the upcoming earnings report and its continued market share gains. He highlights P&G's long dividend growth streak and its strong competitive advantages, making it an attractive option for income-oriented investors seeking stability during a period of sluggish sales growth.

由於寶潔公司即將發布第三季財報和股息公告，德米特里·卡洛格羅普洛斯 (Demitri Kalogeropoulos) 建議寶潔公司 (P&G) 在 4 月作為一項引人注目的投資。卡洛格羅普洛斯承認近期消費必需品公司失寵的市場趨勢，但他強調了寶潔公司令人印象深刻的業績，包括最近一個季度利潤增長16%。鑑於該公司強勁的獲利能力和現金流，他預計 2024 年股息將大幅增加。卡洛格羅普洛斯建議投資人關注寶潔即將發布的收益報告中的銷售趨勢及其持續的市場份額成長。他強調了寶潔公司長期的股息成長動能及其強大的競爭優勢，這使其成為在銷售成長低迷時期尋求穩定的收入導向投資者的有吸引力的選擇。