Whole Foods Market (Nasdaq: WFM).
Thecompany’s innovation; visionary management;positioning to take advantage of growinghealthy eating and sustainability trends; androom for major future store growth make it ahigh-conviction stock for long-term portfolios.
Devon Energy (NYSE: DVN). Devon
Energy hasa diversified portfolio of growth opportunities,a strong balance sheet, and a returns-focusedmanagement that seeks to maximize per-sharegrowth.
Tile Shop Holdings (NYSE: TTS).
With just 70stores or so, the company still has thepotential to build out across the U.S. Led by along-tenured founder this company earnsbetter per-store margins than Chipotle.
eBay (Nasdaq: EBAY). The dominant
player inits space that also owns perhaps one of thebest companies in payments – PayPal. Thispowerful one-two punch should have eBaygenerating strong returns for many years tocome.
Western Refining (NYSE: WNR). This
oil refinertakes advantage of the price differentialbetween two different markets. Based oncurrent price and expected cash flows, themarket seems to be thinking that this pricedifferential will collapse sooner rather thanlater. Motley Fool analyst Jim Mueller believesthat the market is mistaken in the near term.
Lazard (NYSE: LAZ). This investment
bankoffers investors a variety of near- and longer-term catalysts. A newly shareholder-focusedmanagement team, cost-cutting efforts, andthe ever-tenacious activists at Peltz & Co. aretargeting capital allocation and highershareholder returns.