Tom Gardner: 5 Stocks to Hold for 5+ Years

Why It Matters

Gardner’s picks target sectors poised for sustained growth—AI‑driven data centers, domestic chip production, and next‑generation biotech—providing a roadmap for building resilient, long‑term portfolios.

Key Takeaways

• Aritzia targets US expansion, aiming 13‑15% annual growth.
• Amentum offers niche government consulting with strong economics.
• Moderna leverages mRNA platform for cancer, rare disease therapies.
• KAROO provides digital fleet management, expanding from South Africa to Asia.
• Schneider Electric benefits from AI‑driven data‑center efficiency demand.

Summary

Tom Gardner, co‑founder and CEO of The Motley Fool, presents a six‑stock lineup he believes investors should hold for at least five years, emphasizing that true wealth creation stems from long‑term ownership rather than short‑term spikes.

He spotlights Aritzia’s aggressive U.S. expansion with projected 13‑15% annual returns, Amentum’s niche government‑consulting business supporting defense and space projects, Moderna’s pivot from COVID vaccines to oncology and rare‑disease mRNA therapies, KAROO’s digital subscription platform for fleet management scaling from South Africa to Asia, Schneider Electric’s role in making AI‑driven data‑center power use more efficient, and Intel’s resurgence driven by bipartisan backing for domestic chip foundries.

Gardner cites specific leadership and narrative points: Aritzia’s CEO Jennifer Wong rose from sales associate to helm the brand; Amentum’s work underpins the U.S. space race; Moderna was bought back in the $20‑$25 range after a $450 peak; KAROO’s quirky five‑O name reflects founder ingenuity and 60% ownership; Intel’s legacy chip‑making principles are now aligned with U.S. policy to reduce reliance on Taiwan.

The overarching implication is a diversified portfolio across consumer, defense, biotech, SaaS, industrial and semiconductor sectors, offering investors the chance to capture double‑digit returns while accepting periodic 20‑30% pullbacks, aligning with The Motley Fool’s five‑plus‑year investment horizon.

Original Description

Tom Gardner names five stocks to hold for at least five years.

He explains structural demand drivers and warns investors to expect interim 20 to 30 percent drawdowns.

- Overview: Five picks mapped to AI infrastructure, government spending, biotech platforms, retail growth, and SaaS logistics.

- Aritzia (ATZ): U.S. expansion and strong unit economics; Gardner projects about 13 to 15 percent annual returns.

- Amentum (AMTM): Small government contractor poised to benefit from steady defense, nuclear, and infrastructure spending.

- Moderna (MRNA): mRNA platform diversification into oncology and rare disease with potential multi-year upside.

- Karooooo (KARO): Fleet telematics SaaS with founder alignment and recurring revenue potential as it scales internationally.

- Schneider Electric and Intel: Exposure to AI data center efficiency and domestic chip foundry investment supported by the CHIPS Act.

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