I agree with advice that it has to be something you like, and the disclaimer that recommendations don't always work out. That said...
I bought John Deere (DE) when I had an internship with them in 2001. Since then, the stock has split and is still worth 3x what I got in at. I think this is one to keep for the long term, they know how to adjust to coming markets and to keep inventory costs low. But if/when the ag sector takes a dive, it could drag them down also.
I lost my arse on Garmin (GRMN) buying in at a bad time

, but it's really undervalued right now. GPS industry leader with no debt at all, and looking into getting into the smart phone/Blackberry business. I'm long on this also.