巴伦周刊去年选出的股票，平均回报约为31%，这次又选出了10只股票，让我们来看看有哪些公司。

引言

近期在关注美股，正好看到巴伦周刊2023年底选出的10只股票，就当作是一篇英文学习的材料。
简单介绍一下，巴伦周刊是美国最具影响力的金融杂志之一，主要报道美国金融信息、市场发展和相关统计数据。周刊拥有广泛的读者群，并以深度分析、独到见解和辛辣评论而著称。
巴伦周刊每年12月都会选出10只股票，这些股票是周刊编辑部认为有望在未来一年跑赢大盘的潜力股。

2022年的10只股票

先来看看2022年选出的10只股票的回报：

2023年的10只股票

2023年12月选出的10只股票也来了，下面是一份节选，但包含了完整的股票名单和简单介绍，让我们先来看看英文：
Barron's published its top 10 stock list for 2024, which leans towards value.

The list includes Alibaba Group Holding (NYSE:BABA), Alphabet (GOOGL), Barrick Gold (GOLD), Berkshire Hathaway (BRK.B), BioNTech (BNTX), Chevron Corporation (CVX), Hertz Global Holdings (HTZ), Madison Square Garden Sports (MSGS), PepsiCo (PEP), and U-Haul Holding (UHAL).

Here is a breakdown for each stock:

#### BABA Alibaba Group Holding (BABA) - One of the cheapest tech-oriented companies in the world. “After dropping 18% in 2023, Alibaba's U.S.-listed shares trade for just eight times projected earnings in its current fiscal year ending in March,” the report said. “With that decline, the stock, at a recent $72, is back where it stood following its 2014 initial public offering, despite a tenfold rise in revenue and a fivefold increase in earnings.”

GOOGL

Alphabet Inc. (GOOGL) - It could be the best bet among the Magnificent Seven stocks, the report said, and Barron expects it to grow as fast as Microsoft (MSFT) with 15% up earnings, three times the speed of Apple’s (AAPL).

GOLD

Barrick Gold (GOLD) - The company aims to boost its mine output by 30% by the end of the decade. “It has the industry's most effective leader in CEO Mark Bristow, a swashbuckling South African and hands-on manager who visits each major mine at least three times a year.” The company has virtually no debt, and a 2.3% dividend yield, according to analyst Keith Trauner. Also, the stock trades for about 16 times 2024’s projected earnings.

BRK.B

Berkshire Hathaway (BRK.B) - Warren Buffett has positioned Berkshire to succeed without him, the report said. Earnings for the company are growing, with Berkshire's after-tax operating profits up almost 20% in 2023. “They could hit $40 billion this year, powered by higher interest income on Berkshire's cash and strong insurance underwriting results.”

BNTX

BioNTech (BNTX) - Although the stock is trading at around $104, down from a peak of $447 in 2021, the company's oncology-focused pipeline “could prove more promising than some investors believe.” The company has in cash almost three-quarters of its current market value of $25B.

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CVX

Chevron Corporation (CVX) - The company trades at 10.7 times the projected 2024 earnings with yields of 4.2% and plans to raise its dividend by 8% in January. “Chevron has a lower-risk growth profile than peers, trades a 15% discount to its average cash-flow multiple, and should have a total yield (plus buybacks) of about 12% after the Hess deal closes,” said Adams Funds analyst Greg Buckley.

HTZ

Hertz Global Holdings (HTZ) - The stock is cheap, and it trades “cheaply at 8.6 projected 2024 earnings, while its market value of $3.1B is less than half that of the somewhat larger Avis (CAR),” the report said. According to Deutsche Bank analyst Chris Woronka, this could be an “overwhelmingly attractive for patient investors."

MSGS

Madison Square Garden Sports (MSGS) - The company owner of the New York Knicks and Rangers, which are worth $7.4B and $2.45B, respectively, could sell a minority stake in their teams, buy back a lot of the stock, or pay a dividend, “the ultimate payoff would be a sale of the entire company -- and there probably isn't much downside, given the discount to asset value,” said Jonathan Boyar, president of Boyar Research.

PEP

PepsiCo (PEP) - The beverage giant expects “to deliver per-share earnings growth at the top of its high-single digit annual target in 2024 after a projected 13% gain this year, the report said. The stock trades for 20.6 times 2024's projected earnings, yields 3%, and has raised its dividend for 51 straight years.

UHAL

U-Haul Holding (UHAL) - “The $12B company has steadily built a sizable self-storage business that now ranks third in the industry and could be worth $8B alone based on comparable companies,” the report said. Shares are valued at about 14.1 times earnings at $63 per share.

机器译文：

《巴伦周刊》（Barron's）公布了 2024 年十大股票榜单，该榜单倾向于价值型股票。
上榜股票包括阿里巴巴集团控股公司（NYSE:BABA）、Alphabet（GOOGL）、巴里克黄金公司（GOLD）、伯克希尔哈撒韦公司（BRK.B）、生物技术公司（BNTX）、雪佛龙公司（CVX）、赫兹全球控股公司（HTZ）、麦迪逊广场花园体育公司（MSGS）、百事公司（PEP）和 U-Haul 控股公司（UHAL）。

以下是每只股票的明细：

阿里巴巴集团控股公司（BABA）--全球最便宜的科技型公司之一。报告称："在2023年下跌18%之后，阿里巴巴在美国上市的股票在截至3月份的本财年的预期收益仅为8倍。"随着股价的下跌，阿里巴巴的股价最近跌至 72 美元，回到了 2014 年首次公开募股后的水平，尽管其收入增长了 10 倍，盈利增长了 5 倍。“

Alphabet公司（GOOGL）--报道称，它可能是 "华丽七股 "中最好的赌注，《巴伦周刊》预计它的增长速度将不亚于微软（MSFT），盈利将增长15%，是苹果（AAPL）的三倍。

巴里克黄金公司（Barrick Gold，GOLD）--该公司的目标是在本十年末将矿山产量提高 30%。"该公司首席执行官马克-布里斯托（Mark Bristow）是业内最有效率的领导者，他是一位豪爽的南非人，也是一位亲力亲为的管理者，每年至少三次视察每个主要矿山。据分析师基思-特劳纳（Keith Trauner）称，该公司几乎没有债务，股息率为 2.3%。此外，该股的交易价格约为 2024 年预期收益的 16 倍。

伯克希尔哈撒韦公司（BRK.B）--报道称，沃伦-巴菲特将伯克希尔定位为在没有他的情况下也能取得成功。该公司的收益正在增长，2023 年伯克希尔的税后营业利润将增长近 20%。"受伯克希尔现金利息收入增加和保险承保业绩强劲的推动，今年的利润可能达到 400 亿美元"。

BioNTech（BNTX）--虽然该公司股价从2021年的峰值447美元跌至104美元左右，但该公司以肿瘤为重点的产品线 "可能比一些投资者认为的更有前景"。该公司的现金几乎占其目前 250 亿美元市值的四分之三。

雪佛龙公司（CVX）--该公司 2024 年的预期收益为 10.7 倍，收益率为 4.2%，并计划在 1 月份将股息提高 8%。"亚当斯基金分析师格雷格-巴克利（Greg Buckley）说："雪佛龙的增长风险低于同行，其平均现金流倍数有 15%的折扣，在赫斯交易完成后，总收益率（加上回购）应在 12%左右。

赫兹全球控股公司（Hertz Global Holdings）（HTZ）--该股价格便宜，"2024 年预期收益为 8.6 美元，市值为 31 亿美元，不到规模稍大的安飞士（Avis）（CAR）的一半"。德意志银行（Deutsche Bank）分析师克里斯-沃伦卡（Chris Woronka）认为，这对 "有耐心的投资者来说具有极大的吸引力"。

麦迪逊广场花园体育公司（MSGS）--纽约尼克斯队（New York Knicks）和游骑兵队（Rangers）价值分别为 74 亿美元和 24.5 亿美元，该公司的所有者可以出售其球队的少数股权、回购大量股票或派发股息，"最终的回报将是出售整个公司--考虑到资产价值的折扣，可能不会有太大的负面影响，"博雅研究公司（Boyar Research）总裁乔纳森-博雅（Jonathan Boyar）说。

百事公司（PEP）--报告称，这家饮料巨头预计 "在今年实现 13% 的预期收益后，2024 年的每股收益增长将达到其高个位数的年度目标。该股股价为 2024 年预期收益的 20.6 倍，收益率为 3%，已连续 51 年上调股息。

U-Haul Holding（UHAL）--"这家市值 120 亿美元的公司稳步发展了规模可观的自助仓储业务，目前在业内排名第三，根据可比公司的情况，仅此一项就价值 80 亿美元。该公司股价为每股 63 美元，市盈率约为 14.1 倍。

巴伦周刊选股时会考虑公司基本面、行业前景、经济环境等因素，综合分析后来判断最有潜力的股票，具体文章和分析可以点击巴伦周刊的网站：https://www.barrons.com/。

具体文章链接为：

Barron’s 10 Favorite Stocks for 2024

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