How to look for a stocks in long term account

Hi Marty,

I want to know your process how you identify stocks for longterm accounts.. I mean for 4 to 5 years timeline  and few beyond. what sort of characters you see like consistent sales growth and earnings growth how long? and how check for institutional print and add more..I want to plan for kids education and also for retirement. i want to device a plan for future and

A four to five year time frame is not very long in regards to building wealth for a retirement.  I have owned Wells Fargo, IBM, Waste Management, Coca-Cola and RPM using a DRIP system to compound gains over time.

I believe you want to turbo boost your returns and do it in a much shorter time frame. This comes with more risk. Remember more reward usually comes with taking on more risk. I would use the e"shotgun approach" ant NOT place all of my investments in the same industry group.   Remember, in a four to five year span you will experience volatility and quite likely another bear market. Growth stocks are risky and they can implode in a hurry. These stocks must be watched closely I can share with you some that I have purchased.

1. HOOD Robinhood, which was founded in 2013, attracted a lot of younger investors with its commission-free trades, streamlined mobile app, and gamified approach to investing. From 2021 to 2024, its number of year-end funded accounts rose from 22.7 million to 25.2 million, its assets under custody nearly doubled from $98 billion to $193 billion, and its annual revenue rose from $1.82 billion to $2.95 billion. It sells its trades to high-frequency trading firms to subsidize its free trades. Some people prefer SOFI and I prefer HOOD. I wil be interesting to see which stock performs better over the next five years,
2. BROS I will use a graph to explain my thesis
3. TGTX TG Therapeutics has the best in class Relapsing Multiple Sclerosis drug on the market. They have a  patent until 2042.TGTX is working to develop a subcutaneous, or under-the-skin, version of BRIUMVI its approved therapy for relapsing forms of Multiple Sclerosis The company said it plans to start a pivotal clinical program this year which could support an application seeking approval of the subcutaneous formulation. The new version of Briumvi, which patients can administer themselves, is expected to be given at least every other month.The company believes the new version of Briumvi “will be attractive to patients and healthcare providers,” Michael Weiss, TG’s chairman and CEO, said.The currently approved version of Briumvi is given intravenously, or by infusion into the bloodstream.
4. HIMS  Hims & Hers has demonstrated significant revenue growth and subscriber growth, indicating strong market demand for its services. The company projects continued expansion into new specialties and international markets, which could further fuel long-term revenue growth. Hims & Hers has shown improvements in profitability, with adjusted EBITDA soaring in recent quarters. The company's long-term guidance suggests further margin expansion, driven by operational efficiencies and economies of scale. Hims & Hers' direct-to-consumer (DTC) approach, targeting Millennials and Gen Z, differentiates it from traditional telehealth providers. This targeted marketing strategy could lead to higher customer acquisition and retention rates in the long run. Hims & Hers' partnership with Novo Nordisk to offer Wegovy on its platform is a significant development, providing access to a popular weight-loss drug and potentially boosting subscriber growth. The company is investing in AI and diagnostics to enhance personalization and scale access to its platform. This focus on technological advancements could provide a competitive advantage in the long term. 

5. RBRK This is the most difficult of the five stocks as it is in a fast moving environment. However, this industry group is considered an "essential" in this day and age. Rubrik will strongly appeal to growth investors.  In its third quarter 2025 financial results presentation, the company reported a 38% year-over-year increase in its subscription annual recurring revenue (ARR).

Moreover, the company isn't overly reliant on any one customer for its subscription ARR, which helps to mitigate its risk. Of its more than 6,100 customers, 2,085 represent a subscription ARR of $100,000 or more.

Once again these growth  stocks must be watched closely. They. have much growth priced into the stock and if they do not deliver they will certainly get a painful haircut.

Good luck!

Marty