A 1-in-100 Investor

Presidents are often measured by what they achieve during their first 100 days in office. Schools have parties for students on the 100th day of the school year. When Jerry Yang returned to Yahoo! last summer, he gave himself 100 days to effect change at the online portal.

Around here at Motley Fool CAPS, we keep an eye on the 100-day mark, too. Some of our best investors -- we call them All-Stars -- have achieved top player ratings after garnering a score of 100 in their first 100 days on CAPS. Analysis has shown that the top-rated stocks have had the best performance over the first year of CAPS, so might we assume that when the best players rate the best stocks, there is a correlation as well?

One of our highest-rated CAPS investor is EverydayInvestor, who sports a near-perfect 99.97 player rating. A player since February 2007, EverydayInvestor has 181 active picks on CAPS out of almost 1,000 stock picks made. Achieving better than 80% accuracy, EverydayInvestor has also attracted 167 "groupies," CAPS players who've listed this leading investor as one of their favorites.

Here are a few of the player's most recent stock selections and how they were rated.

Source: Motley Fool CAPS.
^Price when call was made.
Current score is how many points by which a player is beating (lagging) the S&P 500 index from the time of the call.

Catch the breeze
EverydayInvestor has been in a particularly dour mood these days, rating only three stocks in the past month to outperform the market. That could be why this player has made the list of Skeptics that CAPS tracks.

One of those expected outperformers is graphics processor manufacturer NVIDIA. Despite concerns that rivals like Intel (Nasdaq: INTC) or Advanced Micro Devices (NYSE: AMD) might move onto its turf -- shares have fallen about 30% so far this year -- that seems misplaced because of the company's focus on making advanced graphics chips and only advanced graphics chips. Not only will rivals have to ramp up to produce comparable GPUs, they also still must turn out capable CPUs, or central processing units, which is their bread and butter. It might not be as easy as simply buying up a graphics chip maker, as AMD did when it swallowed ATI. That gives NVIDIA a decided edge, something even the bearish EverydayInvestor can see.

Certainly that's what CAPS investor vikinghawk84 sees, noting that NVIDIA is the industry's best. "Best in class graphics chip manufacturer was greatly affected by the economic slowdown. Tech seems to be the logical sector to lead the charge out of the recession which will drive NVDA higher."

That also seems to be what wrongdog is saying, noting the chip maker is a known commodity that the player uses on a daily basis.

This is an example of the type of Company I like to buy...I use their products every day, have for years, and trust the performance/reliability of their equipment for my work. I know what I'm buying and I think "buying what I know" keeps me interested in putting in the necessary research. Anyway, NVIDIA is a company of tomorrow with excellent products. The stock has been pummeled the past 6 months, and is beginning to make its climb back up.

A 1-in-100 opportunity
Some of the best and smartest players in the CAPS investor intelligence community have given graphic endorsements to NVIDIA (like my pun?), but we haven't yet heard from you. As hockey great Wayne Gretzky once noted, "You miss 100% of the shots you never take." At Motley Fool CAPS, every investor's opinion counts, and because it's free to sign up, why not use this opportunity to take your best shot?