XMSR (XM Satelite Radio) -- I bought $6k of this a couple years ago when it was $10 a share, then it went down to $2-something, now it's up to $21, expect to see it hit somewhere in the $60's in a few years, just in time to replace my humble little Chevy S10. Stock looks good 'cause XMSR is a pretty good product (check out the sample at
www.xmsr.com ), their only satelite competitor is way way behind, they won't have any more competition (thanks to the US gov't) until 2009, and their trends are decidedly up.
TXN (Texas Instruments) -- bought some around 1991 when it was $25, it's split 6 times since then, been buying more along the way. Shoulda sold it all when it hit $99.5, but like all the other fools in the tech bubble, rode it down, down, down . . . it hit $15 a year ago or so, now it's $30. I like it 'cause from what I've read, they're #1 in wireless technology, DSP's, and make a bunch of other innovative stuff (like DLP's digital light processors for video displays). Big business spent megabucks just before 2000 to beat the 2000 bug, now all the old technology is wearing out, and they're upping their budgets to replace all that old stuff. And when they do, it's gonna include lots of wireless toys, like the wireless tags WalMart wants all of its vendors to put on the pallets of stuff they ship (WalMart expects to save $2 billion a year with this). Anyway, TI is #1 in this stuff, plus cell phones . . .
Their stock price is definitely manic-depressive . . . Stock was around $180 right before they announced they were getting out of the home computer market. The day after, it was $90. It goes up and down with the semiconductor market cycles . . . it was way up in the 1990's, has been in its worst down phase ever since 2000, and looks like the next up cycle is just now starting. Wouldn't be surprised to see $100 in 4 or 5 years.
Anyone else have any other favorites?