A 1-in-100 Investor

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The first 100 days in office set the tone for any new president. Motley Fool CAPS also keeps an eye on how 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. We're looking at our best players who made some of their best stock selections early on to see which ones they think will be best next.

One of our highest-rated CAPS members is BigDMan64, who sports a near-perfect 99.89 member rating. A member since June 2007, BigDMan64 currently has 66 active picks out of almost 750 total stock picks made. With 82% accuracy, BigDMan64 has also attracted 59 "groupies," CAPS members 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 stars max.)

Call

Price*

Current Score

Allied Irish Banks (NYSE: AIB)

****

Outperform

$5.24

(8.75)

Corning (NYSE: GLW)

*****

Outperform

$8.98

21.33

Direxion Large Cap Bull 3X Shares

**

Outperform

$29.12

7.28

Furmanite

****

Outperform

$5.22

(13.17)

Global Industries (Nasdaq: GLBL)

*****

Outperform

$4.00

(7.46)

Intercontinental Exchange (NYSE: ICE)

***

Outperform

$151.25

(22.70)

Jade Art Group

*

Underperform

$2.60

(16.98)

OYO Geospace (Nasdaq: OYOG)

*****

Outperform

$17.49

(5.61)

S1 (Nasdaq: SONE)

**

Underperform

$7.12

2.91

Santos

****

Outperform

$41.72

(5.76)

Source: Motley Fool CAPS. *Price when call was made. Current score is how many points a member is beating (lagging) the S&P 500 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 top player's assessment.

Corning
It's hard to reconcile the conundrum that Corning faces regarding its plans to cut capex spending -- and 3,500 jobs -- in the face of slumping demand for LCD TVs, with the rosier view expressed on CAPS: that consumers will continue to want these screens. Sales slid by nearly a third in the quarter just past, and Corning expects first-quarter LCD glass volume to stumble by 20% to 25% below fourth-quarter levels.

CAPS members, however, remain ebullient about the screen maker's prospects, with rainman70 thinking that Corning still looks cheaply valued:

Demand for LCD screens should remain strong, while demand for fiber will go up bandwidth requirements increase and copper gets more expensive. With a current PE of 2.5 and a dforward of 9 (to accommodate an expected drop in demand and weaker margins), the valuation of this one looks pretty good to me.

Admittedly, I've also rated Corning to outperform the market in CAPS, primarily because it looked like the market had decided that all LCD screens would go black. It may be time to revisit my own thesis, particularly after Best Buy (NYSE: BBY) had to narrow its guidance yet again after reporting a rather blue Christmas earlier this month, even as rival Circuit City decided to close up shop.

Allied Irish Banks
Priced as if it were going to follow Anglo Irish Bank into the dustbin of nationalized history, Allied Irish Banks received a statement of support from Ireland's finance minister, who said it and the Bank of Ireland remain "fundamentally sound and solvent."

CAPS member celticspirit dismisses the assurances of the minister -- noting that he may have no say in the matter down the road -- but still suggests there's far less likelihood of nationalization occurring now than just a few weeks ago:

I'm Irish, I live in ireland, I have held [Allied Irish Banks] shares over the years and watched them tumble. The hysteria and hype are dying down. There is still a chance [Allied Irish] may be nationalised (don't worry about what the PM says - he may be given no choice) but less likely now than a couple of weeks ago. The shares could double/treble over the next few weeks (could also vanish) but I'm saying they will survive.

A 1-in-100 opportunity
Some of the best and smartest members in the CAPS investor intelligence community have made their mark, but 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.

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?

Closed for 15 months – opening 10 days only! Get notified ahead of time as our expert portfolio manager invests $1 MILLION in the best opportunities from across The Motley Fool’s premium investment services. This is the first open since August 2008, by invitation only. Enter email below.

Allied Irish Banks is a Global Gains selection. OYO Geospace is a Motley Fool Hidden Gems pick. Best Buy is an Inside Value recommendation and a Stock Advisor selection. The Fool owns shares of Best Buy and Allied Irish Banks. Try any of our Foolish newsletters today, free for 30 days.

Fool contributor Rich Duprey does not have a financial position in any of the stocks mentioned in this article. You can see his holdings here. The Motley Fool has a disclosure policy.

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Related Tickers

11/6/2009 4:01 PM
GLW $15.30 Up +0.03 +0.20%
Corning, Inc. CAPS Rating: *****
SONE $6.23 Down -0.09 -1.42%
S1 Corp CAPS Rating: ***
AIB $5.78 Up +0.24 +4.33%
Allied Irish Banks… CAPS Rating: ****
GLBL $6.43 Down -0.24 -3.60%
Global Industries,… CAPS Rating: *****
OYOG $30.29 Up +0.67 +2.26%
OYO Geospace Corp CAPS Rating: *****
BBY $40.24 Up +0.19 +0.47%
Best Buy Co., Inc. CAPS Rating: ***
ICE $106.01 Up +1.48 +1.42%
IntercontinentalEx… CAPS Rating: ****

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