loslobos71
08-30-2006, 10:00 PM
I am starting to think more long-term (5 years ... ) for my portfolio. Two stocks that I think will do well and am thinking about investing in sometime in the next 6 months are Click Commerce and Consolidated Water.
Click Commerce makes software which manages information for e-commerce companies. This information is used to help companies with their channel partners. In addition they make RFID software that they sell to companies like Wal Mart and Home Depot to control/monitor the different products accross the world. If you read The World is Flat you will understand why RFID and supply chain solutions are going to be so vital in the next decade. Companies are expanding globally, and thus their parts are coming from across the world and they supply chains are just getting more complex so they turn to Click Commerce to help sort this information out. Management seems confident in the adaption of RFID over the next 2 years.
Consolidated Water builds and maintains water equipment which creates fresh water out of water that was not suitable for drinking in areas with no fresh (drinkinable ) water. They primarely operate in the carribean and south america. This is a play off both the growth of tourism in the carribean because more people creates more need for water ( as seen by their drop in earnings post katrina) and the growth of underdeveloped countries (emerging makets). Once these emerging markets (south america, india, carribean) grow more they will require much more water for both drinking and for tourists. The valuation is higher than normal so I would like to enter this on a pullback.
So what do you guys think? I really want to hear opinions and such. Thanks
Click Commerce makes software which manages information for e-commerce companies. This information is used to help companies with their channel partners. In addition they make RFID software that they sell to companies like Wal Mart and Home Depot to control/monitor the different products accross the world. If you read The World is Flat you will understand why RFID and supply chain solutions are going to be so vital in the next decade. Companies are expanding globally, and thus their parts are coming from across the world and they supply chains are just getting more complex so they turn to Click Commerce to help sort this information out. Management seems confident in the adaption of RFID over the next 2 years.
Consolidated Water builds and maintains water equipment which creates fresh water out of water that was not suitable for drinking in areas with no fresh (drinkinable ) water. They primarely operate in the carribean and south america. This is a play off both the growth of tourism in the carribean because more people creates more need for water ( as seen by their drop in earnings post katrina) and the growth of underdeveloped countries (emerging makets). Once these emerging markets (south america, india, carribean) grow more they will require much more water for both drinking and for tourists. The valuation is higher than normal so I would like to enter this on a pullback.
So what do you guys think? I really want to hear opinions and such. Thanks