E.D. Hart

Readers Pick the Top 20 5-Year Horizon Stocks

I would consider adding POT, and SLW to the mix to be considered on the list. POT is an extremely well run and dominant company with excellent fundamentals, and low valuation, with superior ROE .

POT has an estimated forward 2010 PE of 12. It has shown 32% earnings growth the last 5 years, and is estimated to show 40% growth earnings going forward.

I like AAPL, but I don't like the valuation. An estimated 28-32 forward.
Earnings growth last five years 75%, next five an estimated 20%.

In five years, SLW is a potential 4 bagger, and it is still at an attractive valuation--forward 19 estimated.
Growth the last 5 years-79%, next five years --estimated 19%.

The Dow's Lost Decade

Compare the charts of xto to aapl over ten years and upl to goog over four years---and look at which stocks of this decade are really.

If you could only own two stocks for the last decade or the next one, I would choose XTO, and UPL. And they are still cheap.

My thesis: natural gas stocks look like they have limited downside, and large upside. Google and Apple could trade sideways for years.

It isnt just the information economy its also the "we need to get off imported oil economy". That basic truth will not be going away and will only intensify.

Time For Growth Stocks Like Apple and Google?

Except if inflation increases and multiples contract, GOOG and AAPL would be hurt badly.