Thursday, October 15, 2009
Matt Koppenheffer :: Townhall.com Columnist
America's Next Top Growth Stock
by Matt Koppenheffer
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Growth stocks are the beauties of the stock world, plain and simple. They're exciting, they have good stories, and they can make you a lot of money.

But for all their beauty, growth stocks are also the prima donnasof the market. They can be erratic, they don't always live up to their billing, and they tend to attract a shareholder base that's ready and willing to run at the first signs of slowdown. For those reasons, caution is certainly in order when you enter the world of growth investing.

Fortunately, The Motley Fool's CAPS servicebrings us the collective intelligence of a community of more than 140,000 investors and is a great resource for separating the Jessica Albasfrom the Jabba the Hutts. Each of the stocks competing for this week's top spot has a market cap of at least $100 million and grew its net profit per share by an average of 15% or more per year over the past three years. (You can run the screenfor yourself.) So let's go ahead and meet our contestants.

True Religion
Fashionista True Religion Apparel (Nasdaq: TRLG) may be no Guess? -- yet. But the company certainly has its eye on the prize. While the company is best known for its popular hip-hugging jeans brand, it has been rabidly rolling out new products in other areas and putting up its shingle on bricks-and-mortar stores all over the country.

Recession is no friendto a company that sells high-priced clothing, but True Religion stormed into the downturn with an almost unstoppable momentum. Between 2005 and the 12 months ended in June, the company's revenue increased nearly 180% and its earnings per share jumped 136%.

Teva Pharmaceutical
Health care is a hot-button issue, but there are some companies that we should be able to count on smiling through any new regulations. One of them may very well be Teva Pharmaceutical (Nasdaq: TEVA), the powerhouse in the generic-drug industry both in the U.S. and the rest of the world.

At the end of last year, the company acquired Barr Pharmaceuticals, further increasing its already substantial muscle. Over the past three years, the company has boosted its operating income by an impressive 69%, and analysts are expecting to see a 22% year-over-year improvement in earnings per share when Teva reports its September-ended quarter.

Walter Energy
Thanks to spinoffs and business wind-downs over the past few years, Walter Energy (NYSE: WLT) is no longer a mishmash of random businesses. It's (almost) all about the coal, baby! Walter specializes in metallurgical coal, a high-quality coal that commands a premium price to steam and industrial coal and has been in high demand from growth-hungry China.

While the company is a slave to the price of and demand for the coal that it sells, it has the ability to control its cost of production and increase its output capacity. The company should also continue to benefit from increased focus now that it's dumped its struggling homebuilding and financing operations.

priceline.com
Though online travel booking may not be all that new at this point, priceline.com (Nasdaq: PCLN) is finding ways to rack up serious growth. The company offers online booking of everything from airline tickets to full vacation packages in the U.S. and works with more than 70,000 hotels around the world to offer hotel reservations.

The company is firmly focused on maintaining its position within the U.S. market, while at the same time grabbing a larger share of the global hotel market. The strategy seems to be paying off for shareholders. Earnings per share are expected to finish the year 25% above their 2008 mark.

Amazon.com
Whether you're a bricks-and-mortar giant like Best Buy (NYSE: BBY) or Target (NYSE: TGT), or an online retailer like Amazon.com (Nasdaq: AMZN), you can't help but clench your teeth when consumers start squirreling away their money. But don't expect to see Amazon shaking in its boots anytime soon; the company continues to broaden its product offerings and steal market share from those bricks-and-mortar slowpokes.

Between 2005 and the 12 months ending in June, the company darn-near doubled its earnings per share. Continued...

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About The Author

Matt Koppenheffer is a contributor to the Motley Fool.

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