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Why These Companies Are My Top 2 Investments

Since buying into Cheniere Energy (NYSEMKT: LNG  ) and Starbucks (NASDAQ: SBUX  ) , these two companies have grown into my top two holdings. My investment rationale behind these two companies was vastly different at the time I bought shares, but one thing I saw that they held in common was that the future of their business models was very bright and lacking in serious competition.

Looking at Starbucks, I really liked the worldwide brand name and its ability to continue growing under CEO Howard Schutlz. The recent expansion into China and India bodes very well for the company, and are prospects that allayed my concerns that Starbucks was trading at a relatively high price-to-earnings multiple. With this company, we could be looking at its U.S. growth all over again but in two new markets.

Cheniere Energy immediately piqued my interest given its first-mover advantage with its approval to export liquefied natural gas to nations who are not members of the Free Trade Agreement. To this day, it is the only company of its kind. With 18 million proposed tons per year of liquefied natural gas capacity already spoken for, and an additional nine million awaiting approval, the company's gains are locked in for the long term. What's more, Cheniere's Corpus Christi, Texas, facility is awaiting approval. The potential of the company's position in the liquefied natural gas market supports my purchase despite the company's lack of income at the moment. 

Do these two companies fit your investing profile?
You might be better off taking a look at what our co-founder Tom Gardner is holding; he also recently revealed his top two stocks. For the names of that surprising pair of companies, just click here.

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Taylor Muckerman

Taylor is an Associate GM in our Fool International operations. Prior to that he covered all things Energy + Materials as an analyst. Over the years, he has built an investing skill set to rely on when evaluating companies inside and out. While at the Fool, he has made appearances on CNBC and Fox Business. In addition, he completed his MBA at the University of Maryland and will sit for the Level II CFA Exam.

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Related Tickers

5/5/2016 10:14 AM
LNG $37.39 Up +1.54 +4.30%
Cheniere Energy, I… CAPS Rating: ***
SBUX $56.55 Up +0.16 +0.28%
Starbucks CAPS Rating: ****
CHK $6.05 Up +0.40 +6.99%
Chesapeake Energy CAPS Rating: ***
TOT $48.93 Up +0.41 +0.85%
Total (ADR) CAPS Rating: *****