Open Thread: What’s Your Best Long-Term Stock Idea?

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. :-)

Comments

  1. Posted by Robin on November 4, 2005 at 10:45 am

    GOOG – Must have!
    AAPL – iEverything!
    AMGN – Biotech
    ESLR – Solar
    HAL – oil
    ECA – Gas
    ACI – Coal
    SNDK – Silicone Storage
    ESRX – Pharmacy
    UNH – Healthcare

  2. Posted by paul on November 4, 2005 at 11:36 am

    Intel and Microsoft

  3. Posted by One Way Stox on November 4, 2005 at 11:43 am

    ‘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. ;) ]

  4. Posted by Babak on November 4, 2005 at 12:14 pm

    MRK

  5. Posted by DaveA on November 4, 2005 at 12:52 pm

    STKL – check it out.

  6. Posted by SS on November 4, 2005 at 1:41 pm

    Huge potential in Cardero (CDR).

  7. Posted by g034 on November 4, 2005 at 2:15 pm

    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.

  8. Posted by Michael on November 4, 2005 at 2:20 pm

    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 ;-)

  9. Posted by ms on November 4, 2005 at 2:21 pm

    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.

  10. Posted by Buck Woodford on November 4, 2005 at 2:30 pm

    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

  11. Posted by SS on November 4, 2005 at 2:30 pm

    Apologies for the fat fingered typo on Cardero.
    Symbol is CDY. They have 2 big potential mining sites.

  12. Posted by shavit2000 on November 4, 2005 at 3:28 pm

    XLE
    PZI
    PWC

  13. Posted by kselvan36 on November 4, 2005 at 3:38 pm

    Adsk,amgn,aapl,brcm,gme,atvi,jnj,tie,elos,boom

  14. Posted by Derek on November 4, 2005 at 3:46 pm

    IOTN

  15. Posted by April on November 4, 2005 at 3:56 pm

    CME(must have)

  16. Posted by sam on November 4, 2005 at 4:01 pm

    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.

  17. Posted by blue on November 4, 2005 at 4:14 pm

    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.

    -][

  18. Posted by mh497 on November 4, 2005 at 4:16 pm

    Nexen NXY, unless it gets bought out first. Not sure it’s a 10 bagger, but I think it can grow nicely.

  19. Posted by g034 on November 4, 2005 at 4:49 pm

    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.

  20. Posted by Rockmann on November 4, 2005 at 6:11 pm

    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/

  21. Posted by Victor on November 4, 2005 at 8:11 pm

    MOT
    GLW

    Both have Strong outlook for the future.

  22. Posted by catablast! media on November 4, 2005 at 8:53 pm

    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).

  23. Posted by Skierxtrem on November 4, 2005 at 9:32 pm

    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

  24. Posted by skierxtrem on November 4, 2005 at 9:42 pm

    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.

  25. Posted by Stockcoach on November 4, 2005 at 11:24 pm

    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.

  26. Posted by Mousefinger on November 4, 2005 at 11:34 pm

    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. ;-)

  27. Posted by J. B. on November 5, 2005 at 12:27 am

    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.

  28. Posted by jason on November 5, 2005 at 1:13 am

    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.

  29. Posted by itsgonnago on November 5, 2005 at 1:21 am

    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.

  30. Posted by Derek on November 5, 2005 at 2:32 am

    CHS – owned it for years. Every quarter they give me plenty of reasons not to sell it.

  31. Posted by coolboss on November 5, 2005 at 8:19 am

    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

  32. Posted by Jim on November 5, 2005 at 11:14 am

    kor

  33. Posted by marketwisdom1 on November 5, 2005 at 11:36 am

    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.

  34. Posted by MarketWizWannabe on November 5, 2005 at 11:46 am

    TIRTZ could be a 5 bagger from here yet.

    Small oil play – unbelievable balance sheet, growth, and nice dividend too. Trades very thinly.

  35. Posted by Chagi on November 5, 2005 at 3:13 pm

    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.

  36. Posted by Linda on November 5, 2005 at 3:29 pm

    Here’s my pick:

    SFD

    Piggies look good compared to birdflu, and hoof and mouth scare from Brazil beef

    Great longterm chart……..

  37. Posted by lasse on November 5, 2005 at 8:20 pm

    trade IIF

  38. Posted by Neal K on November 5, 2005 at 9:55 pm

    Cirrus Logic CRUS

  39. Posted by Nick on November 5, 2005 at 10:20 pm

    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

  40. Posted by Prophet on November 5, 2005 at 11:08 pm

    ROC

  41. Posted by Micro Cap Picks on November 6, 2005 at 8:20 am

    CULS
    UBET
    NTE
    LCI
    SHOE

  42. Posted by skierxtrem on November 6, 2005 at 8:25 am

    FSI micro cap/ makes a product that slowsdown the evaporation of water. Used in swimming pools ect..

  43. Posted by Karin on November 6, 2005 at 10:31 am

    PANC (bio), GSX (oil), FDG (coal), BDE (natural gas)

  44. Posted by SkyGuy on November 6, 2005 at 1:26 pm

    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.

  45. Posted by ticker_tape_watcher on November 6, 2005 at 2:37 pm

    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

  46. Posted by ticker_tape_watcher on November 6, 2005 at 3:21 pm

    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.

  47. Posted by Ertai on November 6, 2005 at 9:53 pm

    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 Nanovax(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)

  48. Posted by holdenll on November 6, 2005 at 11:59 pm

    AOB is my stock. Purchased last week at 5.18. closed the week over 6.00. Balance sheet very strong.

  49. Posted by DimaS on November 7, 2005 at 8:20 am

    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.

  50. Posted by ticker_tape_watcher on November 7, 2005 at 3:30 pm

    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.