A 1-in-100 Investor

The first 100 days in office set the tone for any new president. Similarly, Motley Fool CAPS keeps an eye on members who score 100 points of market outperformance on stock picks in their first 100 days. Here we're looking at our All-Stars who made some of their best stock selections early on and seeing which ones they think will do best next.

One of our highest-rated CAPS members is redebut who sports a top 98.97 member rating. Below are a few of this top member's most recent stock selections and how they were rated.

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

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

Degree of risk
The Baltic Dry Index continues to swoon, and closed yesterday at 1700, some 60% below where it was just this past May. Yet as much as the BDI is viewed as an important barometer of global demand, we've noted before that a lot more than demand plays a role in whether Genco Shipping & Trading or Excel Maritime (NYSE: EXM) recover. Vessel inventory plays a key role, and on that front the industry looks like it's taking on water, too.

Genco just agreed to buy 16 Supramax-size dry bulk ships with the goal of capitalizing on China's demand for commodities. But some worry that China may have just taken the wind out of that plan's sails.

Despite trying to cool off its still too-hot economy, the steel industry reported a 13.8% sequential growth in exports in June. In response, the government made good on its threat to remove a key subsidy for the industry and canceled export tax rebates for 48 steel products, on everything from hot- and cold-rolled steel to thick steel sheets. This could have dramatic repercussions for imports of commodities like coking coal and iron ore, crucial ingredients for steel manufacture.

DryShips (Nasdaq: DRYS) has said its growth will be tied to continued expansion in China and India, and any slowdown there could impact its own results. Genco is similarly exposed. But with Genco's shares trading about a third lower than their May highs, CAPS member llgrout thinks the price is right:

I like the price of this one right now. Fundementals are good, and P/E is decent. A rebound is likley in the works here.

A lucky charm
While investors' reluctance to trade has hurt the earnings of Interactive Brokers, Schwab (Nasdaq: SCHW), and TD AMERITRADE (Nasdaq: AMTD), wild swings of fear and greed bode well for these traders' futures, whatever it means for our portfolios.

After two weeks of trading that saw the Dow surge 6.5% on several 100-plus-point days, the markets are in free fall again today, down more than 230 points at this writing. It looks like trading activity that declined 30% in the aftermath of May's "flash crash" is back with a vengeance.

Highly rated CAPS All-Star Beorn10 says the market's mood swings are what's going to get Interactive Brokers hyperactive again:

Increased market activity during this sell off and the likely relief rallies may help this company's profits. However it is possible that it may be taken down with the rest of the market in spite of its improved earnings.

Insurance policy
Beorn10 also thinks Obama administration policies are going to cause a spike in the price of oil, allowing Precision Drilling to enjoy more demand for its contract drilling services:

The political climate in the US will help make oil more expensive, which would stimulate demand for companies like [Precision Drilling]. So in the next few months the stock price may be fairly flat, but by December I would expect that [Precision Drilling] starts moving significantly higher and pull away from the S&P500.

A possible wrench in that theory will be if the economy falls into recession again. Data hitting the markets today (and probably causing that precipitous decline in the markets noted above) has oil traders worried that demand won't be there for oil because of indications of slowing economic growth both here and abroad.

But more than 97% of the CAPS members rating Precision Drilling expect it to outperform the market. Drill down on the prospects for the services company on the Precision Drilling CAPS page and let us know if you see a gusher of opportunity.

A 1-in-100 opportunity
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 since it's free to sign up, why not use this opportunity to take your best shot?