Great Call on Google! What's Next?

It's been a turbulent ride for Google's (NASDAQ:GOOG) stock lately. First, clicks on Google's site were supposedly down, and everyone was weeping in their Wheaties. Then, Google announced earnings showing that it's still, well, Google. Investors got all giddy again, driving the stock price back up 40% from its March lows.

Keeping up with a stock like Google can be a tricky task, but there's no shortage of investors giving it a try. On the CAPS online investing community, more than 12,000 players currently weigh in on the stock, including 9,700 bulls and 2,300 bears. Of these thousands of investors, though, none has been as right on the money with Google as HeatVision. HeatVision has made seven calls -- both bullish and bearish -- on Google in 2008, netting 75 points for his timely picks. This is the kind of result that gets noticed.

HeatVision is one of CAPS' All-Stars -- players with a rating of 80 or greater -- having managed an impressive stock-picking accuracy of 62% on his calls while racking up 1,497 points. Google hasn't been his only great call. Here's a look at a few of his other prescient picks:

Data from CAPS.

So what's this investor looking at these days? Here are a few of his most recent calls on CAPS:

Data from CAPS.

While not all of these picks may pan out, they could be a good place to start some further research. I decided to take a closer look at Inside Value pick Dell.

What's the deal with Dell?
Dell was once the king of the PC market. Main Street loved the computers, and Wall Street loved the stock. Entrepreneurs drew inspiration from the story of Michael Dell starting his company -- then known as PCs Limited -- with $1,000 in his University of Texas dorm room. Dude, Dell was divine.

Fast-forward to today, where Dell has been well-worn byconstant battles with heavyweight competitors like Hewlett-Packard (NYSE:HPQ) and Lenovo. It's no longer the champ. Wall Street fell out of love with the stock, and Michael Dell -- who had left the CEO spot -- is back at the helm, shaking things up and trying to generate some sparks to reignite the company.

He's managed to flare up a few signs of life. Investors cheered Dell's most recent quarter, as the company showed some serious pep in sales of servers and notebooks. Efforts overseas in high-growth areas like Brazil, Russia, India, and China also seemed to pay off in leaping sales in those regions. And cost-cutting efforts ushered a few more dollars toward the bottom line as well.

As LL Cool J would say, though, "Don't call it a comeback" -- at least, not yet. One quarter does not a turnaround make, and the company will continue to face the headwinds of tough competition. Cost-cutting efforts will also get tougher as Dell shaves off the fat and starts hitting muscle -- or bone.

Still, there are nearly 3,500 investors on CAPS who think Dell's stock is a good bet to outpace the S&P 500 index. CAPS player iGetMoney8 recently gave the stock a thumbs-up, highlighting Dell's long-term focus: "While all the tech companies are looking to out think and out price each other, Dell has been steadily making efficient computers at affordable prices. This commitment to giving their customers what they need at a reasonable price is going to pay off...."

So what's your take on Dell? Get in the action by clicking over to CAPS. CAPS is absolutely free, and it already has more than 105,000 stock pickers chipping in to find the best stocks out there.

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