Stocks to Hold for Next Ten Years.

BrockStoker

Old_Lifer said:

The best performing company over the next 10 years may well be a small company which few today will have heard of ,  which in 10 years time and with the benefit of hindsight,   lots of  investment  'experts' and share tipsters will be happy to recommend.

I'm only going to give one "tip". You can see what else I like if you find my thread on this forum. I pretty much exclusively invest in biotech (where individual stocks are concerned), and the sector is very much in a sweet-spot right now.

The company I'd recommend is Arrowhead Pharmaceuticals:

https://finance.yahoo.com/quote/ARWR?p=ARWR

So I currently hold around 15 biotech stocks, and this one stands out from the others like a sore thumb, because:

- It has a proprietary platform based on RNAi technology (just coming of age) which is best in class in the industry, and it keeps churning out "golden eggs". This one has the big boys of the industry worried, it's so disruptive and aggressive. Two of it's RNAi competitors (there are only 4 or 5 that I'm aware of), with a combined marked cap significantly larger that ARWR recently joined forces to take on ARWR, but I don't think they stand much of a chance! ARWR even has Vertex (a major biotech with a very profitable Cystic Fibrosis monopoly) worried with it's new CF drug which is looking like it will eclipse all of Vertex's CF drug portfolio. ARWR could very well sweep the rug right from under Vertex, and ARWR know this - it's already hinted at being aproached by "big pharma" (probably Vertex and some others) who all want to get their hands on the drug, which if given the nod by the FDA, could be worth 10's of billions.

-Their pipeline is second to none! There is a HUGE list of potential targets for their platform, and ARWR have been very busy patenting anything and everything that they can on that list. Their CF drug (mentioned above) is just the tip of the (very large) iceberg, so they have MULTIPLE shots on goal, and only need a few to succeed in order to grow significantly - but, in all honesty, all of them look promising looking at early data.

-They have strong finances, with revenue from partnerships/milestone payments coming in already (they are just becoming profitable - a great time to get in on the story). They did have some "deferred revenue", but their CFO recently said that they are expecting to have that revenue in their coffers before the year is out, giving them enough cash to keep them going for 4-5 years without any further income (which obviously won't be the case now). Cash burn rate is usually the largest problem for small biotechs, but in this case it's not an issue.

-Multiple data readouts (catalysts) for the second half of this year, and the pace is going to pick up after.

-Investor friendly management dedicated to adding shareholder value at every possible opportunity.

-Strategic partnerships with the big boys (J&J, and Amgen to name two), but they are clever not to partner too much - only what they need to.

-Lastly, and very importantly, early data shows that RNAi tech is extremely effective, targeted, and free from adverse side effects. It's a very new tech, and EASILY has the edge over all else that has come before it in terms of medicine. That is a big statement to make, and I do not say it lightly. It is my honest opinion.

Edit to add one more:

-They are very undervalued currently!

I'm sure I'm missing multiple points here, but they are all covered if you go to the link I posted above and spend some time going through the message board there - it's worth spending a few nights reading through older posts - one of the best boards, if not the best, that I have come across. There is also a bit more info on my own thread, but it all came from the Yahoo board.

Risks? Well, there are always risks with individual stocks, but as far as small biotechs go, this is easily the least risky one I hold currently, which is why I have significantly overweighted it, to the point where it makes up 1/3 of my portfolios value at this time. I bought at an average of just over $29.50 p/s (correction - that's what my portfolio tracker says, but it's actually more like $25 since I had to sell/re-buy due to a mix up with my contributions in one of my wrappers) and it's already up nearly 50% for me, but I suspect it will be double that soon (EOY probably), and will go much much higher in years to come I have no doubt. Any company can fail, but I don't think this one will. Patience may be required as biotechs can be volatile (be warned!), but if you don't mind some volatility, and can stay with it, I think anyone investing now will be very happy with the return in a few years, if not sooner! It's already starting to go up, so if you want to buy, waiting (for a dip) may be futile, but I could be wrong.

I wouldn't normally rave about a company, but I really do think there is something special here, worth raving about! Hope it helps someone!

Edit to add - just saw this new analysis (although I strongly believe the analyst is significantly undervaluing ARWR - see the message board linked above for supporting evidence):

https://seekingalpha.com/article/4356075-arrowhead-pharmaceuticals-is-long-term-investment-to-consider

keyboardworrier

2unlimited91 said:

keyboardworrier said:

I recently invested a small amount into Nikola, just in case. 

Perhaps you'd be interested in an ETF I'm planning to launch: FOMO

I'm invested in a momentum ETF which probably has a few fair FOMO stocks already

DireEmblem

If only there was a means to setup and track a dummy portfolio, so we could have a competition or something!

2unlimited91

keyboardworrier said:

2unlimited91 said:

keyboardworrier said:

I recently invested a small amount into Nikola, just in case. 

Perhaps you'd be interested in an ETF I'm planning to launch: FOMO

I'm invested in a momentum ETF which probably has a few fair FOMO stocks already

Oh, well. My next plan was: KAPUT, an ETF holding companies that are going bust. But now I'm worried that value ETFs are already covering this angle. Back to the drawing board ...

BrockStoker

DireEmblem said:

If only there was a means to setup and track a dummy portfolio, so we could have a competition or something!

https://finance.yahoo.com/
Would be better if you could set up and publicly share a portfolio though. Without knowing what price was paid per share it won't work too well..

keyboardworrier

2unlimited91 said:

keyboardworrier said:

2unlimited91 said:

keyboardworrier said:

I recently invested a small amount into Nikola, just in case. 

Perhaps you'd be interested in an ETF I'm planning to launch: FOMO

I'm invested in a momentum ETF which probably has a few fair FOMO stocks already

Oh, well. My next plan was: KAPUT, an ETF holding companies that are going bust. But now I'm worried that value ETFs are already covering this angle. Back to the drawing board ...

I thought that was called 'Peer to Peer'

bowlhead99

BrockStoker said:

DireEmblem said:

If only there was a means to setup and track a dummy portfolio, so we could have a competition or something!

https://finance.yahoo.com/
Would be better if you could set up and publicly share a portfolio though. Without knowing what price was paid per share it won't work too well..

You can share your own portfolios publicly if you update and save them on Google Sheets or the like from time to time and give someone else the link to look in on it.   There are a few public challenges (e.g. http://www.stockchallenge.co.uk/) which run annually and month to month, and likewise boards such as ADVFN will have threads where people are e posting their favourite stocks at the start of the year and why they'll do well, for review at some future date.

BrockStoker

bowlhead99 said:

BrockStoker said:

DireEmblem said:

If only there was a means to setup and track a dummy portfolio, so we could have a competition or something!

https://finance.yahoo.com/
Would be better if you could set up and publicly share a portfolio though. Without knowing what price was paid per share it won't work too well..

You can share your own portfolios publicly if you update and save them on Google Sheets or the like from time to time and give someone else the link to look in on it.   There are a few public challenges (e.g. http://www.stockchallenge.co.uk/) which run annually and month to month, and likewise boards such as ADVFN will have threads where people are e posting their favourite stocks at the start of the year and why they'll do well, for review at some future date.

Thanks. I'll have to look into Google for mine.

Michael121

Thrugelmir said:

London Stock Exchange, Roche, Coca Cola, L'Oreal, Nestle, Koninklijke DSM , RWE AG, Orsted A/S, Vestas Wind System, Avon Rubber. 

Wildcard: Nikola

Im sure someone said there was something shady going on with nikola, something about pre orders and what he read on sec when it was under vtiq I think

Thrugelmir

AnotherJoe said:

Thrugelmir said:

London Stock Exchange, Roche, Coca Cola, L'Oreal, Nestle, Koninklijke DSM , RWE AG, Orsted A/S, Vestas Wind System, Avon Rubber. 

Wildcard: Nikola

IMO Nikola is the Theranos of the automotive market. 

Battery power has it's limitations. Other technologies are going to come into play in the future.