A 1-in-100 Investor

• Email
• Share
• Print

The first 100 days in office set the tone for any new president. Similarly, Motley Fool CAPS keeps an eye on how well investors do in their first 100 days. Some of our best -- we call them All-Stars -- have achieved scores of 100 on stock selections in their first 100 days on CAPS. In this column, we're looking at our best players who made some of their best stock selections early on and seeing which ones they think will be best next.

One of our highest-rated CAPS members is lemoyneken, who sports an impressive 99.84 member rating. A member since August 2007, lemoyneken currently has 135 active picks on CAPS out of more than 530 stock picks made. Achieving 80% accuracy, lemoyneken has already attracted seven "groupies," CAPS players who've listed this leading investor as one of their favorites.

Here are a few of this top member's most recent stock selections and how they were rated.

Stock	CAPS Rating (5 max)	Call	Price^	Current Score
Amedisys (Nasdaq: AMED)	**	Outperform	$29.54	(1.64)
Bio-Rad Laboratories	****	Outperform	$53.40	6.83
HEICO	****	Outperform	$26.25	0.75
Henry Schein (Nasdaq: HSIC)	****	Outperform	$34.31	(3.59)
Humana (NYSE: HUM)	****	Outperform	$26.10	0.88
Lincare	****	Outperform	$21.78	1.38
ResMed	*****	Outperform	$35.00	(20.97)
Varian Medical Systems (NYSE: VAR)	*****	Outperform	$27.72	(10.18)
VCA Antech	*****	Outperform	$22.26	1.78
WellPoint (NYSE: WLP)	****	Outperform	$37.64	0.02

Source: Motley Fool CAPS.
^Price when call was made. Current score is how many points a member is beating (lagging) the S&P500 index from the time of the call.

Let's take a look at what other CAPS members are saying about some of these stocks and whether they agree with this leading player's assessment.

Degree of risk
Although it sounds in part like a case of the pot calling the kettle black, physician groups saw their blood pressure rise because, they allege, WellPoint set artificially low reimbursement rates for out-of-network services. They charge in a class action lawsuit that the insurer colluded with UnitedHealth Group (NYSE: UNH) subsidiary Ingenix, which runs a database that determines "usual, customary, and reasonable" rates for care.

No doubt the doctors took the pulse of the settlement the New York Attorney General's Office reached with insurers last month over the Ingenix database. In that investigation, Aetna (NYSE: AET) said it would pony up $20 million, WellPoint agreed to pay $10 million to help reform the system, and UnitedHealth will put up $50 million to fund a new, independently run system. 

It was the AG's position that because an insurance company was running the database, it had a conflict of interest in the rate-setting process. The doctors allege that Ingenix neglected local factors in the rate-setting process and added services provided by health-care providers who are not medical doctors into the mix with physicians. For its part, Ingenix said there were often wide discrepancies in what doctors would charge for the same procedure.

In their lawsuit, the physician groups are asking that WellPoint cease using the database to set out-of-network rates and that they get triple damages and attorney fees.

Motley Fool CAPS member EZstockpickr certainly feels the insurers have squeezed doctors and patients, making the company a "vote with your feet" candidate for investors. CAPS All-Star NotJesseL gives WellPoint a financial checkup and diagnoses ill health:

Lost money last quarter ( a lot of money) and has a fairly small income of 50K per employee for over 1 million in revenue. This sector has been bid up and this stock pays no dividends.

A 1-in-100 opportunity
It pays to start your own research on these stocks on Motley Fool CAPS. Read a company's financial reports, scrutinize key data and charts, and examine the comments your fellow investors have made -- all from a stock's CAPS page. It's free.