Stocks for the next decade

[craigj]

To steal the phrase from wise owl - i am looking for the blue chips of tomorrow

Small caps that have great potential for their product / field / resource to make it into the big time.

Is it the technology they have, the research they have done, the quality of resource in the ground, the unique field they operate in, a product the world needs or a switch in demand or consumer sentiment that will see the company thrive.

Looking forward to suggestions

 

[beamstas]

Im not a fundamental trader
But if i had to be

I assume fundamentals look for companies where the product will be in demand in the future.

Following this I would steer clear of any oil companies. We'll probably fuel our cars with water within the next 10 years.

Then again, if i knew what small caps would be blue chips in the next 10 years i wouldn't worry about t/a

I'd just buy them

 

[sam76]

I reckon you need to be searching for biotechs.

 

[pacestick]

Have a blose look at UNI that agreement with sanofi aventis to supply them with syringes worldwide has the potential to turn the company into a major player provided they dont gey gobbled up in the meantime . Yes I am prejudiced I own some

 

[springhill]

Im not a fundamental trader
But if i had to be

I assume fundamentals look for companies where the product will be in demand in the future.

Following this I would steer clear of any oil companies. We'll probably fuel our cars with water within the next 10 years.

Then again, if i knew what small caps would be blue chips in the next 10 years i wouldn't worry about t/a

I'd just buy them

WATER? You kidding mate, dont you know we are in drought?
No water to drink, no water to water our gardens, wash our cars
Hell im doin my bit, taking a leaf out of the Poms book and only shower once a week
The polar ice caps are melting yet we have no water
I think i know where its all gone..... in WATERMELONS! Those thieving bastards
All this talk of water, i gotta go take a leak.......

 

[nunthewiser]

aviva corp

midwest wa

do your own research

 

[skc]

Perhaps looking back 10 years at a macro level is helpful for this exercise.

1. BRIC
2. Internet stock - but the right ones
3. Financial engineers

Looking forward 10 years, one has to picture what kind of world is it going to become...

1. Will BRIC continue to grow at the same rapid pace, or will global production be shifted to even cheaper countries? If the latter, then forget BRIC, go with VISTA.

2. Will there be enough miracle innovations for energy efficiency, or will we still be trying to pump out the last bit of oil? If the latter, then energy (and renewables) is the way to go.

3. Aside from energy, what is essential and becoming more scarce? Food, clean water and spare time comes to mind. So may be agri business, water infrastructure (and something to do with spare time).

 

[son of baglimit]

Following this I would steer clear of any oil companies.

Then again, if i knew what small caps would be blue chips in the next 10 years i wouldn't worry about t/a

I'd just buy them

steer clear of oil ??? - IMO not a good move. whilst the renewables etc are developing their technologies, the scale they currently produce energy is clearly not yet sufficient to replace fossil fuels, so expect oil/gas/coal to continue powering most of our energy needs for some time.

FWIW, and taking a signal from asia, LNG - anything to do with LNG. when the recovery starts to motor, the energy needs to come from somewhere, and that is LNG.

 

[KurwaJegoMac]

steer clear of oil ??? - IMO not a good move. whilst the renewables etc are developing their technologies, the scale they currently produce energy is clearly not yet sufficient to replace fossil fuels, so expect oil/gas/coal to continue powering most of our energy needs for some time.

FWIW, and taking a signal from asia, LNG - anything to do with LNG. when the recovery starts to motor, the energy needs to come from somewhere, and that is LNG.

Too true. We're still a long way off from satisfying the world's energy needs without the use of fossil fuels. There is a lot of research being done into hydrogen powered cars but I think that we're still 10 years or so away before this technology emerges in the mainstream.

I agree with Sam76 - biotech companies are the future. Expect to find most, if not all, medicines produced using biotechnology. If you don't know anything about biotechnology I urge you to go out and learn a bit about it, it really is fascinating and it's easy to see why it's the next big thing.

Picking a biotech company for long term investment is not easy - due to the time-consuming and costly requirements for developing new medicines a lot of these companies go bust or have to sell their research to a bigger player. Also you have the issue of clinical trials producing unwanted results and then all their hard work goes down the drain.

Anyway I could go on and on but i'll quit rambling for now. As a disclaimer: I study Chemical Engineering and my major is Biotechnology. However please note I am not biased as I in fact hate chemical engineering:chainsaw: (hmm oh wait maybe that makes me biased against Chem Eng?? ) Anyway when i graduate this year I'm going to go work at a bank. However I will be following biotech stocks closely. So if you have any questions feel free to shoot them down my way and I may be able to help.

Best of luck in life!

 

[GumbyLearner]

I reckon you need to be searching for biotechs.

I hope your right Sam.
I got into PLI years ago. They seem to be coming along quite nicely.
How grown research now with offices in California.
Still continuing trials but definitely look positive compared to existing
remedies.

 

[craigj]

i think security will continue to grow around the world as technology is forced to become smarter

so bought into ETC as their barcoding technology competes for contracts around the world

fertiliser and chemicals for crops are another area for long term growth

 

[awg]

miners that have access to Indium and Gallium.

These "rare earth" minerals are vital for semiconductors and solar panels.

known reserves less than 10 years

China has control over 90% of known resource.

I am wishing to find out if any ASX companies have any access to any reserves

I will do further research

anyone know?

other upcoming minerals shortages in Phosphorous, Palladium

 

[beerwm]

Someone meantioned demand.

I think you need to identify where 'future money' is headed.

Right now, the biggest companies are the OIL MAJORS.
- so ENERGY is already the biggest business to be in.

Now combine increasing energy needs with increasing GREENER ENERGY needs.
-and you have a massive influx of money in future years.

ofcourse I think my scenario is 20-50 years down the track.
OIL will still be huge until then.

by GREENER - i think,

URANIUM, GEOTHERMAL, CARBON STORAGE > GAS/LNG > SOLAR, WIND, TIDAL, ETC

 

[Krusty the Klown]

I hear Krusty Burger and Krustybrand Products Inc are fantastic prospects for the future !!!

 

[Airfireman]

Mining, minerals and metals....the world wide demand for resources will keep on keeping on....the big blue chip companies ,,,

 

[UBIQUITOUS]

Have a blose look at UNI that agreement with sanofi aventis to supply them with syringes worldwide has the potential to turn the company into a major player provided they dont gey gobbled up in the meantime . Yes I am prejudiced I own some

TZL - Intelligent fastening technology (now with Mark Bouris as chairman). I expect a rerating when they come out of suspension

UNI - Syringes

• Market Cap $280million
• Building a plant to produce 1billion prefilled safety syringes pa
• The only prefilled safety syringe product in the world.
• Demand driven by legislation (Needlesticks and Safety Act)
• Milestone payments by the 4th largest pharmacutical company in the world who use 40% of the 2billion prefills pa.
• Market growing at 15-20%pa.
• $55million in the bank.
• Grants by government of Pennsylvania.
• Coverage on Bloomberg and CNBC.
• Much US interest but cannot/do not buy due to being a foreign company. This willl change on NASDAQ listing in 1 month.
• The list goes on and on.

 

[nunthewiser]

Stem cell technology and development .........

 

[UBIQUITOUS]

Stem cell technology and development .........

Agreed Nun. Look at the 6month chart of Athersys (NASDAQ). Pfizer funding to the tune of $100m certainly had an impact on the share price. Biotechs had a huge run at the turn of the last decade and then fell out of favour bigtime. The attraction to healthcare stocks is certainly returning.

http://www.google.com/finance?q=NASDAQ%3AATHX

Athersys, Inc., is a biopharmaceutical company engaged in the discovery and development of therapeutic products. Through the application of its technologies, the Company has established a pipeline of therapeutic product development programs in multiple disease areas. The Company’s current product development portfolio consists of MultiStem, a patented and stem cell product that the Company is developing as a treatment for multiple disease indications, and that is being evaluated in two ongoing clinical trials.

 

[McCoy Pauley]

Disclaimer - this is not meant to be any type of advice (financial or otherwise) and everybody should do their own research.

Worldwide and Australian populations are ageing. I'd be looking at investing in healthcare and retirement facilities.

Biotech companies can provide some excellent returns, but it's very difficult to differentiate between a company that may have invested millions on testing a dud drug or a dud product from a company that is sitting on a potential goldmine. You also have to be certain that the company has the capacity to protect its revenue stream through big barriers to entry.

Australia is well-placed to service India and China in particular, with their growing appetite for resources.

Australia's big four banks are also collectively in a strong position to control the domestic finance markets and to compete effectively in the Asia-Pacific region.

 

[UBIQUITOUS]

Biotech companies can provide some excellent returns, but it's very difficult to differentiate between a company that may have invested millions on testing a dud drug or a dud product from a company that is sitting on a potential goldmine. You also have to be certain that the company has the capacity to protect its revenue stream through big barriers to entry.

Spot on. This was one of the key reasons why I invested in Unilife. People at the time were criticizing them by saying "Although those syringes maybe revoutionary, people in China will simply copy them". My thoughts were, "Since when did major pharmacutical companies buy medical devices from such companies?"