Toast：被低估的宝石，具有雄心勃勃的增长轨迹

2024 年股市表现强劲，标普 500 指数第一季度上涨 10.2%。尽管担心市场过度扩张，一些投资者仍然保持乐观，而另一些投资者则强调投资优质公司对长期增长的重要性。本文介绍了分析师认为四月份值得考虑购买的五只股票：Toast、Viking Therapeutics、Brookfield Renewable、United Parcel Service 和 Procter & Gamble。这些公司提供了增长、收入和价值的结合，未来有可能获得丰厚的回报。

Toast: A Rough-Cut Diamond with Robust Growth Plans

吐司：具有强劲增长计划的粗切钻石

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 分析了餐厅管理软件和支付解决方案提供商 Toast，承认其最近的困境。不过，他强调了公司的用户友好平台、销售增长和盈利能力的提高。尽管存在管理层失误，Bylund 相信 Toast 的未来是光明的，并强调其股票被低估，该公司的市盈率仅为销售额的 3.4 倍，而销售额却同比飙升 35%。他预计投资 Toast 的耐心股东将会获得丰厚的回报。

Viking Therapeutics: A Top-Takeover Target

Viking Therapeutics：顶级收购目标

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 认为，Viking Therapeutics 是投资者的绝佳选择，因为该公司有可能在 2025 年被大型制药商收购。他指出，不断增长的肥胖药物市场（预计到 2030 年将超过 1000 亿美元）是吸引潜在买家的关键因素。 Speights 强调了 Viking 注射和口服 VK2735 药物的 2 期研究令人印象深刻的结果，显示出显着的体重减轻和良好的安全性。他还提到了该公司对 VK2809 治疗非酒精性脂肪性肝炎 (NASH) 的有前景的 2 期研究，表明 Viking 在这个高增长市场的潜力。 Speights 的结论是，Viking Therapeutics 强大的候选产品可能使其成为有价值的收购目标，为投资者提供可观的回报。

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

布鲁克菲尔德可再生能源：来自高潜力行业的高收益股票

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 推荐 Brookfield Renewable，这是一家从事可再生能源行业的公司，随着各国向清洁能源转型，该公司正在经历显着增长。 Chamaria 重点介绍了印度雄心勃勃的清洁能源目标以及布鲁克菲尔德可再生能源公司在水电、风能、太阳能和储能领域的全球业务。她注意到该公司的多元化投资组合、长期电力合同，并计划在未来五年内投资 70 亿美元用于增长项目。 Chamaria 预计，从 2023 年到 2028 年，每股运营资金 (FFO) 每年至少增长 10%，这将支持每年 5% 到 9% 的股息增长。凭借布鲁克菲尔德可再生能源公司强劲的财务状况和高股息收益率，Chamaria 相信这对于长期投资者来说是一个极具吸引力的投资机会。

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

联合包裹服务公司：一只不容错过的高收益股息股票

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.

丹尼尔·福尔伯（Daniel Foelber）研究了联合邮政服务公司（UPS），该股最近在该公司的投资者和分析师日之后表现不佳。尽管该公司预计 2024 年业绩疲弱且成本高昂，但 Foelber 认为 UPS 拥有一条明确的恢复增长之路。他列举了国内和国际电子商务和包裹递送的长期推动力。 Foelber 强调了 UPS 4.5% 的股息收益率，这为投资者提供了在充满挑战的时期持有股票的动力。他认为 UPS 的抛售已经足够多，并预计该公司能够实现 2026 年的指导目标。

Procter & Gamble: Looking for a Higher Dividend

宝洁公司：寻求更高的股息

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.

由于宝洁公司即将发布第三季度财报和股息公告，德米特里·卡洛格罗普洛斯 (Demitri Kalogeropoulos) 建议宝洁公司 (P&G) 在 4 月份作为一项引人注目的投资。卡洛格罗普洛斯承认近期消费必需品公司失宠的市场趋势，但他强调了宝洁公司令人印象深刻的业绩，包括最近一个季度利润增长16%。鉴于该公司强劲的盈利能力和现金流，他预计 2024 年股息将大幅增加。卡洛格罗普洛斯建议投资者关注宝洁公司即将发布的收益报告中的销量趋势及其持续的市场份额增长。他强调了宝洁公司长期的股息增长势头及其强大的竞争优势，这使其成为在销售增长低迷时期寻求稳定的收入导向型投资者的有吸引力的选择。