I expect sales at the company to double over the next 3 years, led by milk and other new products, to $500 million, with cash operating income of $100 million. It's only a matter of time before its market cap heads north of $1 billion. Investors are fortunate to be able to buy the stock in the mid-$5 range, since it's worth at least $8-$10 per share right now.

Look for Part 2 of this column on Dec. 31, when I'll reveal three more stocks from my top 10 list for 2010.


Please note that due to factors including low market capitalization and/or insufficient public float, we consider Metro Bancorp, Liz Claiborne and Smart Balance to be small-cap stocks. You should be aware that such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information, and that postings such as this one can have an effect on their stock prices.
At time of publication, Alsin and/or ACM was long METR, LIZ and SMBL, although holdings can change at any time.

Arne Alsin is the founder and principal of Alsin Capital Management, a California-based investment adviser. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Alsin appreciates your feedback; click here to send him an email.

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