I'm going to repeat myself from when I first bought this stock back in August of last year - and also from the 2011 Stock Recap when I said "My pick for 2012's best stock"...
Tesla Motors (TSLA)
Positives:
Pure play on the long-term trend of automobiles transitioning from gasoline to electric power.
Super-cool cars (they manufacture and sell their own brand) and technology (they supply powertrains for Daimler and Toyota).
Negatives:
Horrible fundamentals across the board (negative earnings, margins, cash flows, etc., etc.)
Here's my current portfolio. As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 18.06%
Baidu (BIDU) 9.58%
Google (GOOG) 7.50%
Southern Copper (SCCO) 5.78%
Intuitive Surgical (ISRG) 5.66%
Ace Limited (ACE) 4.07%
Annaly Capital Management (NLY) 4.03%
BP Prudhoe Bay Royalty Trust (BPT) 3.52%
American Software (AMSWA) 3.09%
American Capital Agency (AGNC) 3.02%
Tesla Motors (TSLA) 2.86%
Apache (APA) 2.68%
The Distressed (APKT, BEBE, DNDN, EA, ESI, GSOL, HNSN, JSDA, LZB, MAKO, MSI, PCS, RBCN, RVR, SRZ, SVNT, WFC, ZIP) 2.64%
Intel (INTC) 2.63%
Kinder Morgan Energy Partners (KMP) 2.55%
McDonald's (MCD) 2.46%
Prospect Capital (PSEC) 2.23%
Blackstone (BX) 2.21%
Vodafone (VOD) 2.10%
DuPont (DD) 2.09%
F5 Networks (FFIV) 1.93%
Hugoton Royalty Trust (HGT) 1.90%
Under Armour (UA) 1.73%
BreitBurn Energy Partners (BBEP) 1.63%
Amazon (AMZN) 1.48%
Chimera Investment (CIM) 1.12%
Netflix (NFLX) 0.92%
