The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.By David Sterman NEW YORK ( StreetAuthority) -- When it comes to stock-picking, it's better to be early than late. I'd rather buy shares in a promising company and have to wait for the stock to jump than buy in long after others already have. So from time to time, I like to look back on stocks that I have been bullish about in the past to find cases where I was simply too early with my investment thesis. As long as the fundamental thesis remains intact, shares should still hold appeal, even if the stock has failed to rise thus far. With that in mind, I looked over all of my stock picks from 2010 to see which ones haven't panned out yet. I focused on stocks for which the companies still appear like solid long-term holdings, but simply stumbled in 2010. These three stand out as stocks that should remain in focus for investors.