One of our primary investment advantages at The Motley Fool is our ability to learn about and to learn directly from the most brilliant investors in the world. It's a leading reason why David and I are thrashing the market in our Stock Advisor service. There simply is no community in the world where more investors are helping each other beat the market.
Each month, more than 4 million investors travel to our sites, sharing their greatest ideas and insights with each other. And in our CAPS service, more than 170,000 investors are making stock picks in direct competition with each other. One of our finest investors there is sportz1, who is in the top 7% of all players.
Here's my interview with CAPS member sportz1, an investor with plenty of great ideas.
Tom Gardner: Because you are one of the greatest investors in our Motley Fool community, I'd like to know what are your favorite two stock investments today, and briefly, why?
sportz1: Yum! Brands
Gardner: Are there any stocks that you are inclined to steer well clear of today?
sportz1: I steer clear of financial stocks as a whole. Like other financial stocks that were or are a part of the Motley Fool Million Dollar Portfolio service, I dumped Allied Irish Banks
Gardner: Are there any trends that you find particularly compelling or concerning today?
sportz1: Yes, I worry about the trend toward REITs that handle commercial property and still delve into mortgages of one sort or another. Also, the trend toward "green" companies such as First Solar and the like. I'm sure the time will come when these types of companies will reap the rewards, but not real soon.
I invested heavily in CapitalSource
Gardner: What has been your worst investment decision and why?
sportz1: Akamai Technologies, Red Hat, and the like before the dot-com bust. Also, not buying 500 more shares of Apple
Gardner: When investing, do you worry about macroeconomic issues? If not, what do you focus on?
sportz1: No! I recommend staying focused on investing in individual companies. What I stress to the younger ones who seem to like picking my brain about investing is: Do your homework. I don't suggest certain stocks to them, I just listen to what they seem to be interested in and then make them explain to me why they think investing in that company is a good/bad idea. I bought The Motley Fool books many years ago, and they still get dog-eared by the younger ones seeking knowledge. It's amazing what they don't learn in college!
Gardner: What one bit of parting advice would you give to stock investors worldwide?
sportz1: It's not all about making money, it's how you make it and why. It's about educating yourself over a lifetime and keeping the enthusiasm alive no matter what the economy is doing. As long as I'm able, I'll keep my nose and mind in investing of one sort or another. Fool on!