Monday, August 21, 2006

Till death we part?

I was recently reading about Philip Fisher and his original investment in Motorola in 1955, which held until his death in 2004. This got me thinking about small companies today which have long term growth potential. This is a small list of unique companies which in my opinion have the potential to continue growing for years to come.

GARMIN LTD
(NasdaqGS:GRMN) - The market leader in GPS is showing great growth potential with many cars still lacking GPS, there is plenty of room to grow.

CONSOLIDATED WATER
(NasdaqGS:CWCO) - Develops and operates seawater conversion plants and water distribution systems in areas of the world where fresh water is rare or non-existent. Is there any doubt that there will continue to be demand for fresh water and in fresh water lacking areas no less?

CLICK COMMERCE
(NasdaqGM:CKCM) - In short Click Commerce provides the software which allows e-commerce companies to work efficiently with their channel partners. Unless you see e-commerce going away, demand for supply-chain software should remain robust for years to come. Given the size of Click Commerce its not hard to see someone like Larry Ellison adding it to their collection.



DISCLOSURE: I maybe long the stocks mentioned above for myself and clients. Not a recommendation to buy or sell any security. The information above has been obtained from sources we believe to be reliable, but its accuracy cannot be guaranteed. The author and affilates shall have no obligation to update or amend any information contained above. For informational and educational purposes only.

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