Open Thread: What’s Your Best Long-Term Stock Idea?
Posted on November 04th, 2005 in Stock Market
I’d like to find out what people’s favorite long-term and/or potential 10-bagger stocks are right now. Leave a comment below.
Update: I knew it wouldn’t take long for somebody to post an OTC BB stock. Let’s keep this to stocks that are listed on the NYSE, Nasdaq and Amex. Anything else will be deleted. 
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This post has 51 comments
November 4th, 2005
GOOG - Must have!
AAPL - iEverything!
AMGN - Biotech
ESLR - Solar
HAL - oil
ECA - Gas
ACI - Coal
SNDK - Silicone Storage
ESRX - Pharmacy
UNH - Healthcare
November 4th, 2005
Intel and Microsoft
November 4th, 2005
‘POTENTIAL 10-baggers’? I don’t know about ‘10-baggers’, but… stem, rnai, dsti, chtr, jdsu, mnta, snmx, tiny, bidu, gnbt, sunw, mu, nt, tasr, brvo, sva, gtw, agen, eslr, goog [kidding, but only 612 more pts. to go before Google hits $1,000/shr.
]
November 4th, 2005
MRK
November 4th, 2005
STKL - check it out.
November 4th, 2005
Huge potential in Cardero (CDR).
November 4th, 2005
GOOG? If GOOG is a 10 bagger, it will have a market cap larger than the entire Dow 30. Robin, maybe you’re right about it being a good long term investment, but I remember 1999 and those lists of stocks for the long run. They were all Tech and Financials so be careful. Have a great weekend.
November 4th, 2005
He didn’t say GOOG was a 10-bagger. I asked for favorite long term plays and/or 10-baggers… It’s probably only a 5-bagger from here though
November 4th, 2005
Sorry for the OTCBB post. I didnt realize until I saw your amendment that you were only looking for listed/Nasdaq stocks. Were there any listed/Nasdaq stocks that were ten baggers in 2004 or 2005? The only one I can think of, TZOO, began 2004 on the otc bb before transferring to the Nasdaq and ending 2004 with over 1000% gains.
November 4th, 2005
VAS & CBOU are my 2 favorites right now. anything flash-memory related also has huge potential as that form of data storage replaces hard drives in many applications.
buck
parksouth.blogspot.com
November 4th, 2005
Apologies for the fat fingered typo on Cardero.
Symbol is CDY. They have 2 big potential mining sites.
November 4th, 2005
XLE
PZI
PWC
November 4th, 2005
Adsk,amgn,aapl,brcm,gme,atvi,jnj,tie,elos,boom
November 4th, 2005
IOTN
November 4th, 2005
CME(must have)
November 4th, 2005
Energy: CFW…Cano Petro…$90m mkt cap, they do exploration of ‘depleted assets’…they buy them cheap, have the technology to drill for more and they are making significant progress…wellington is a big investor.
Insurance: MRH and PXT…both destroyed…haven’t touched them until this week. Now that most of the bad news is out (maybe a downgrade of debt to come), these guys will lick their wounds and raise prices for 06…
Drugs: DRRX…hammered this week on a poorly priced PIPE. This company has 3 hardcore blockbuster drugs in their pipeline…including a transdermal patch for oxycontin. Price now is just too low to ignore.
November 4th, 2005
i’ve been trading apple options for 7 years, i would highly doubt AAPL is going to pull a ten bagger from here. where was everyone a couple years (and several hundred percent) ago?
I have something that is near apple and has a much smaller marketcap, AKAM. Akamai manages the traffic for iTunes music store and they have been (important) ramping up the earnings numbers over the last few quarters. I bought in at 14.50, it’s about 16.ish. I would also point out that URBN is a small market cap and they are a retailer that has a lot of ‘good’ fundamentals, such as designing their own lines of clothes, which they sell to other retailers, big and small. They have only a few (under 100) stores but they are rapidly expanding (topline growth) and they are ‘cool’, which is entirely subjective, i know… but i think the A&F preppie thing is done.
-][
November 4th, 2005
Nexen NXY, unless it gets bought out first. Not sure it’s a 10 bagger, but I think it can grow nicely.
November 4th, 2005
Mike,
I specifically said that GOOG is not a 10 bagger in my opinion, but that Robin may be right about it being a good long term investment. You seem rather quick to jump on me….are you letting your emotions get involved regarding a GOOG trade?
(Just one pro giving another a little razzing).
Here’s my 10 bagger - GOOG puts, it’s going to fill that gap IMHO…….or, any non hedged small gold miner/royalty company like TRE, now that’s a MUST HAVE, but easy buy was a few days ago
I like your blog and will come back again. It’s free, so don’t let knuckle draggers like me get to you.
November 4th, 2005
CEA - China eastern Airlines. $2.67 Billion in Sales. Thinly traded, but I think it’s a good China play.
KKD - Krispi Kreme, hammered lately, but a nice move to the upside this week.
SIRI - Howard Stern is gonna move this one into January.
F - Ford, long term on this one. $15 billion market cap seems too low IMO.
EGY - Vaalco Energy, nice earning reported today. Needs more volume to get out of it’s rut.
ITWO - I’m hoping for a big pop on this one. Recently tanked and looking for a rebound.
I am holding all of these stocks currently as wel as TIVO, UNFI and NANX.
Great blog, keep up the great work. T. Rockmann
http://activetrade.blogspot.com/
November 4th, 2005
MOT
GLW
Both have Strong outlook for the future.
November 4th, 2005
Screaming downtrend(s) but I still own Pfizer (PFE) and Citigroup (C) in the portfolio.
My biggest position is in JNJ — safe company/management, respectable dividend, and I like their stent technology (hope BSX goes down).
My riskier play is with FMD — bankstocks.com are mega bulls on the stock — they recently wrote one of the greatest pieces of research I’ve ever seen on the student loan company (or on any company for that matter).
November 4th, 2005
SYS - Homeland security growth play
SONS -VoIP Telecom softswitch solution.
ENMD - Bio tech all or nothing/prommising pipe
CKCM - tech growth
HANS - I bought this one at 15 almost there already!!!!
SGDE - On my way with this one also
DENN - Baby bommers love this place
AFFX - Bio tech component
TACT - The printers in the new (coin less)slot machines.
CREE - LED’s will be everywhere
GRMN - Best of Breed GPS play
November 4th, 2005
One note here on ten baggers. I have been in the number one mutual fund over the last 10 years. The Bridgeway Ultra Small Company Fund run by John Montgomery. He has accomplished this by investing in companies from 25-150mil market cap. We have had a ton of 10, 15, 20 baggers over the last ten years. Quest Diagnostics, Taser, Omni Vision,and Chicos Fas, just to mame a few. The key here is to look for small cap value companies that can grow from 100mil to 1bil. Low floats usually help with the momentum.
November 4th, 2005
Most of the companies other readers suggested are either too popular or too big to ever be 10-baggers. Companies that are Wall Street darlings now will never go up 10 fold. NEVER. Among the stocks in my portfolio, I think TRT, DECT, CALL, and MNDO have a small outside chance.
November 4th, 2005
Hmmmm…good running, eh….I’ve been in a few ETFs as of late… EEM, EWZ (a bit extended, but EWZ just broke out of a bit of downward congestion (Daily) and looks like it might try to take out it’s Sept/Oct high), OIH & XLE …
… though IFN has been good to me for many months, it looks rather dodgy on a Daily chart (possible wide head & shoulders forming). OIH is probably the one really screamer in my post. Good daily range if you’re on the right side.
November 5th, 2005
I think you should require posting parties to give three reasons why they like their best pick (or at least 1).
AIG
1. Worry about Greenberg’s deeds is overblown, and over. He is gone; the company will run for years on its own mo mo.
2. Recent events will allow them to raise premiums.
3. Rising interest rates will allow them to raise rates, just as rents rise on real estate.
November 5th, 2005
PPHM
This is a ten bagger or bust.
Disclaimer: Not a pump, but I own it.
Recently they got some exposure because of avian flu. Their drug technology seems to be pretty breakthrough and have wider usefulness than a one-shot/one-disease application.
They also like to dilute to raise funding and get the drug through the trials.
November 5th, 2005
Japan:
Asahi Glass: ASGLY = #1 maker of glass for Japan’s auto market and #2 maker of substrated glass for LCD’S, behind Corning.
GNBT= Bird Flu vaccine.
ASTSF= Test and packaging of wafers– X-box chip tester.
STX= Seagate hardrives going into new LG LCD and Plasma T.V’s
VCLK,AQNT= Internet ad agencies, Google beneficiaries.
November 5th, 2005
CHS - owned it for years. Every quarter they give me plenty of reasons not to sell it.
November 5th, 2005
I ould like to recommend :
AV NT KONG BIDU
They are 3 in my update list . From daily chart, they have very good bullish pattern. I think telecom sector would be the next leader . Kong is a china concept stocks. Bidu , I am afraid everyone would think it’s china’s google, so now more words on it. Bidu will hit 150 again in near future .
Mike, I like ur site very much. Keep going.
Coolboss
November 5th, 2005
kor
November 5th, 2005
I like SPRT. It’s trading near cash value. I think it could be an easy double from these levels in about 12 months from now.
November 5th, 2005
TIRTZ could be a 5 bagger from here yet.
Small oil play - unbelievable balance sheet, growth, and nice dividend too. Trades very thinly.
November 5th, 2005
I don’t think that this will turn out to be a 10-bagger, but I would suggest taking a look at the current chart for TMTA.
November 5th, 2005
Here’s my pick:
SFD
Piggies look good compared to birdflu, and hoof and mouth scare from Brazil beef
Great longterm chart……..
November 5th, 2005
trade IIF
November 5th, 2005
Cirrus Logic CRUS
November 5th, 2005
How about SLXA, ACR, QDEL, UTS.TO , ASGN, AOB, BABY and CPWM and NWRE for starters? I believe that all of those are some of todays hot stocks
November 5th, 2005
ROC
November 6th, 2005
CULS
UBET
NTE
LCI
SHOE
November 6th, 2005
FSI micro cap/ makes a product that slowsdown the evaporation of water. Used in swimming pools ect..
November 6th, 2005
PANC (bio), GSX (oil), FDG (coal), BDE (natural gas)
November 6th, 2005
For long-term plays, you have to think about demographic and global trends. The horse has been beat to death but there’s no denying that the aging of America will be the number one demographic and economic driver in the years ahead.
Long-term Residential Care: This sector is already home to 10-baggers (ACR went from $2 to $20), but over the next two decades this sector will outperform. It has to, unless you believe all future baby-boomer seniors will be homeless. I would diversify and own a few names to spread company risk, e.g. ACR, BEV, SRZ, NHC. Home health care will continue to be big as well: NNHC, OPTN, AMED.
Another long-term trend is global warming. Once the head-in-the-sand Bush administration leaves office, USA will realize more needs to be done to stop putting carbons into the air. We can’t be provincial: the world’s carbons affects everyone. Kyoto Accord will be revisited. China is starting to clean up and will continue to do so. Not much available as a global warming pure play? Maybe DCI and MFRI in the pollution control arena. Maybe FCEL.
November 6th, 2005
LAB - A lot of analysts and investors who still believe they are going out of business don’t understand their business. Should be $15 by next summer.
ADPT - Going through restructuring but should be cash flow positive. Industry storage requirements will continue to grow.
ATML - Bottomed out at $2. Should improve as semi sector recovers
November 6th, 2005
One more speculative but potential 10x
CURE - track it for another 6 months and if they can avoid bankruptcy it’ll get bought out. I made 5.5x on a similar stock NCSS (NCS Healthcare) which allowed me to quit my day job to invest fulltime. NCSS was trading around 10 cents in January ‘02 and a year later it was bought out for around $5.50. Another investor made around $2.5 million on this. He filed a report with the SEC. You can see his trades by searching the SEC archive under “Turkey Vulture NCS Healthcare”. The date of the filing was 7/29/2002. I wasn’t quite as bold.
November 6th, 2005
ATYT - Undervalued at the moment, it will suffer some speculation and increase in sales with the launch of the XBOX 360 Console.
A couple of good stocks on Merril Lynch Nanotech Index, like Nanova
NVAX), etc, that should be probable winners in the long run.
Gaming stocks, from videogames to online casinos, (besides Electronic Arts) should keep going higher as these industries grow.
And watch out for any companies with technologies like LEDs and OLEDs, just like Cambridge Display (OLED - NASDAQ)
November 6th, 2005
AOB is my stock. Purchased last week at 5.18. closed the week over 6.00. Balance sheet very strong.
November 7th, 2005
MNDO -> good company in good sector Billing + VoIP;
PAM -> growth company in good sector - supply chain logistics services;
WILCF -> good company that going expand her market to US;
WSCI -> good long term company.
November 7th, 2005
CURE - I want to clarify my comments above. If they file BK the stock will be worthless. Companies that are acquired in bankruptcy proceedings almost always have their common shares zeroed out. Sorry if I insulted anyone but I’ve run into a lot of people that don’t seem to realize this. So buyers beware.
November 7th, 2005
holdenll: Hopefully you hung on to your AOB. Out of 6500 stocks AOB is the #1 performer since June 1 (up almost 500% ! ). Excellent momentum chart. Another one is ASGN (bird flu play).