Top stock picks from around The Motley Fool:
Matthew Argersinger, Portfolio Lead, Motley Fool Supernova
Top Pick: Universal Display (Nasdaq - PANL)
At Supernova, we combine David Gardner's top picks from Stock Advisor and Rule Breakers into a real-money, multi-portfolio platform, tailored to an investor's specific needs and goals. My team and I captain the Odyssey 1 Mission – and our goal is to build an epic fortune for wage-earning investors through regular investments in the greatest companies of our time.
Roughly every two weeks, we're adding new money to our portfolio and making a new stock recommendation, simulating the experience of a wage-earning investor who is still several years from retirement. We're dollar-cost-averaging into the best of the best from David's Supernova Universe of stocks to build a huge, market-beating portfolio.
We've made five selections for the Odyssey 1 portfolio so far and I think each is well-positioned for market-beating gains going forward. But if I had to pick one, I'd say Universal Display (Nasdaq - PANL) is the one I'm most compelled by right now. Universal Display is a pioneer and leader in the fast-growing market for displays based on organic light-emitting diodes (OLEDs). OLEDs are ultra-thin, solid-state devices that emit light when an electric current passes through them. OLEDs are superior to LCDs and other traditional display technologies in terms of power efficiency, viewing angle, weight, response time, and manufacturing costs. That's why top manufacturers like LG and Samsung are moving toward OLEDs for their newest TVs and mobile handsets.
The technology and potential commercial applications are so compelling that the market for OLED displays could grow from an estimated $4 billion in 2011 to more than $20 billion by 2018. Universal Display's revenue doubled last year and it enjoyed its first full year of profitability. As OLED technology continues to gain market share and more manufacturers – including possibly Apple – begin to adopt it, I expect huge advances for Universal Display's business and stock price.