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 New Pillars of Inflation

Excellent summary. You mention base metals, agriculture, and gold, but what about energy stocks with low current prices to NAV? One stock that has appreciated 40% annually from 2002- 2007 is COSWF and it pays a 9% dividend (approximately). I agree with your thesis but it seems that you leave out dividend paying energy stocks. I like TOT, PWE, and ECA and currently hold positions in each. Also, energy service companies are a bargain right now--look into XES as a basket to play that sector.