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5 Companies We Wish We'd Bought in 2015

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Lesson learned: Winners tend to keep on winning.

I wish I'd bought Regeneron Pharmaceuticals stock in 2015. You can bet that's one mistake I'll be fixing in 2016.

Matt Frankel: One stock I admit to being completely wrong about is Amazon.com , which is up 115% over the past year alone and has soared 1,300% over the past decade.

I stayed away from Amazon for the same reason many other investors did -- the fundamentals looked insanely overvalued and still do. Amazon's forward P/E is a whopping 119 times projected earnings.

However, Amazon is showing that not only is its growth sustainable, but it's also starting to translate into profits. The company's revenue grew 23% over the past year, and net product sales are up 15%. Amazon's Prime business has been a monster success -- about half of Amazon customers are Prime members, 95% of them will remain Prime members, and these customers spend double the money of non-Prime customers each year.

Furthermore, there could be more room to grow than you may think. Even after the surge in online shopping in recent years, e-commerce still makes up just 7% of retail, which is expected to rise to as much as 30% in the next five years.

This isn't an exhaustive discussion of the possible growth catalysts for Amazon, but my point is that Amazon has shown investors enough reasons to believe in the company for the long term, which has resulted in phenomenal returns for those who had the foresight to invest. I was not one of them.

Dan Caplinger : It's easy to look back in hindsight and find stocks that you could have made a ton of money buying, but Netflix in particular has given long-term investors several good opportunities to get into the stock. As recently as early this year, the streaming video specialist dipped to levels not far above their peak in mid-2011, even as Netflix had dramatically grown its user base and had lucrative prospects both domestically and in the international market.

Some investors have been concerned that competitors will provide alternative streaming sources for delivering content to their customers, cutting Netflix out of the equation. Yet Netflix offers such a cost-effective solution for viewers that there's little incentive for its subscribers to consider switching, and Netflix has enough scale that content providers are rightfully nervous about denying its subscribers the ability to see their content. Moreover, Netflix's own efforts to develop homegrown content have worked out well, with award-winning series that have proven that it doesn't have to rely on outside providers for its success. As long as Netflix has the leverage that its network effect provides, it will be able to grow. Shareholders shouldn't expect the stock to double every year, but future gains are indeed possible even from today's lofty levels.

Jason Hall : Dominant video game maker Activision Blizzard has been one of my favorite stocks -- and companies -- for years, and I was convinced that once management finally freed the company from former majority shareholder Vivendi SA, the stock would start to reach its potential.

It has, and more:

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So what have I done? Almost nothing.

I bought shares in 2012 and early 2013, before Vivendi and Activision reached the agreement that saw Vivendi sell off almost all of its stake, mostly back to Activision, and an investor group led by CEO Bobby Kotick. After the announcement, I bought shares one time, in mid-2014. But instead of adding even more to this great winner, I ignored it, and I missed out on a breakout year, which has seen the stock nearly double in price.

The good news? I've been a beneficiary, since I do own a substantial position already, making Activision Blizzard one of my five largest holdings as is.

The better news? The company still owns an amazing stable of top game content and is set to add to that stable in the coming years. So while I missed out on adding to this winner earlier in 2015, I'm definitely not selling. As a matter of fact, it's near the top of my watchlist of companies to buy in 2016.

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The article 5 Companies We Wish We'd Bought in 2015 originally appeared on Fool.com.

Brian Feroldi owns shares of Activision Blizzard, Amazon.com, and Netflix. Brian Stoffel owns shares of Amazon.com. Dan Caplinger has no position in any stocks mentioned. Jason Hall owns shares of Activision Blizzard, Amazon.com, and Netflix. Matthew Frankel has no position in any stocks mentioned. Selena Maranjian owns shares of Activision Blizzard, Amazon.com, Netflix, and Regeneron Pharmaceuticals. The Motley Fool owns shares of and recommends Activision Blizzard, Amazon.com, and Netflix. Try any of our Foolish newsletter services free for 30 days . We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy .

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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