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Long-Term Investing Themes?

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November 19, 2009 – Comments (7)

Hey Fools,

I was wondering what some of your long-term investing themes are? Currently, mine are the continued growth of smarphones...and the rise of the middle class in China. I am playing these through a variety of different stocks, but was wondering what other long-term themes Fools are investing in out there?

7 Comments – Post Your Own

#1) On November 19, 2009 at 2:07 AM, awallejr (85.54) wrote:

I've been on the energy/commodity/high dividend yield thesis with very good success.

Dividend stocks: PVR, LINN, EVEP, EEP, MMLP, T, VZ, MPW, JPS, PSEC, HTCG, ALD/ARCC. 

Energy (not counting the above) stocks:  BP, ATPG.

Commodity stocks:  FRMSF, LGCFF, GMO, LGDI

I own XRX, C, BMY as misc.  Plus I sold a bunch of BAC puts in the Jan 2011 and 2012 range.

Basically I like my play because it plays off the inflation down the road thesis; greater global demand off natural resources thesis;  aging of America thesis; and a little tech thesis.  I would like to expand the latter two some more tho.

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#2) On November 19, 2009 at 8:44 AM, chk999 (99.97) wrote:

Energy is going to get more expensive.

They aren't making any more land.

Electronic functionality will keep getting cheaper.

Disintermediation will keep going on.

Print media is doomed.

Something like the Kindle will kill the textbook.

Genetic engineering will keep getting better.

People want to keep their cars, we will find a way to do that.

How these theses play out is a different story and the devil is in the details.

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#3) On November 19, 2009 at 9:07 AM, lemoneater (81.74) wrote:

Medical ISRG, MDT, ZMH and EMITF. MMM and PHG also interest me for the medical advances they make. If we can lesson the suffering of others and make money at the same time, so be it.

Alternative Energy JCI(lithium batteries) and DD(biodiesel).

Commodities PCU(copper) TRA and TNH (fertilizer).

HNZ(hard to imagine a world without ketchup:).

 

 

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#4) On November 19, 2009 at 1:37 PM, Teacherman1 (57.58) wrote:

Hey lemoneater, your comment reminded me of when I was a kid (yes my long term memory is still intact) and I used to watch my younger sister put ketchup on everything.

The only one that totally grossed me out was when she put it on mashed potatoes.

Oh well, to each his own, both in investing and culinary choices.

Also wanted to share a trick I recently learned to help dyslexic people like me and any other spelling challenged individuals with spell checking.. I just go to the top right hand of my computer screen and start typing the word I am unsure of, and 99% of the time, up it pops.

To respond to the original blog, I just look for companies that look good for the long term, based on their industry, position within the industry, cycle of the industry, financials, whether they are down because of the economy or because of "stupid",  and diversify my portfolio so that my risk is spread, then buy, watch and adjust.

Have a great day.

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#5) On November 19, 2009 at 3:25 PM, Teacherman1 (57.58) wrote:

Uh. Didn't help my short term memory though. I have Google in the top right corner of my screen. Guess I should have put that in the previous post.

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#6) On November 19, 2009 at 4:05 PM, catoismymotor (51.71) wrote:

My two themes are: Dirty Jobs and Smarter Than Me

The Dirty Jobs theme is based around the idea that there are really good small caps out there that have low debt, room to grow, and have a good moat. The moats in question have to do with the start up costs or the ugliness of the work. Most, if not all have to do with commodities. Some that come to mind are: CALM, DAR, CGA, and HOGS.

The Smarter Than Me theme is based around the idea there are great financial companies in the small to mid cap range that are well run, have low debt and have a really good person (people) at the helm. These I think these fit the bill: AMPH, LUK, and FFH.

And regardless of what you choose try to pick the one that pays a divided. It is amazing how much of a difference that will make years down the road.

Dislosure: I own LUK, FFH, CGA and CALM.

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#7) On November 19, 2009 at 4:23 PM, lemoneater (81.74) wrote:

Teacherman, I just now noticed an error in my comment. I wanted "lessen" not "lesson." Oh well, live and learn!

Prodigy, nice topic :) I like to know what criteria others use to build their portifolios.

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