The first 100 days in office sets 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 members 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 members is mogruith, with a 99.94 member rating. A member since October 2008, mogruith has 106 active picks out of almost 200 stock picks made on CAPS. mogruith, achieving 80% accuracy, has also attracted a following of members who've listed this investor as one of their favorites.
Here are a few of this member's most recent stock selections and how they were rated.
|
Stock
|
CAPS Rating
(out of 5)
|
Call
|
Price*
|
Current Score
|
|
American Capital (Nasdaq: ACAS )
|
****
|
Outperform
|
$3.42
|
(16.55)
|
|
American Science & Engineering (Nasdaq: ASEI )
|
*****
|
Outperform
|
$84.37
|
(4.37)
|
|
Cash America
|
***
|
Outperform
|
$34.87
|
5.56
|
|
CPL Energia
|
*****
|
Outperform
|
$61.97
|
1.38
|
|
Emergent BioSolutions (NYSE: EBS )
|
*****
|
Outperform
|
$14.14
|
(0.58)
|
|
JA Solar (Nasdaq: JASO )
|
****
|
Outperform
|
$3.39
|
37.87
|
|
Safeguard Scientifics (NYSE: SFE )
|
***
|
Outperform
|
$10.92
|
2.97
|
|
Smith International
|
****
|
Outperform
|
$19.08
|
20.82
|
|
TeleCommunication Systems (Nasdaq: TSYS )
|
****
|
Outperform
|
$9.30
|
1.74
|
|
The9 (Nasdaq: NCTY )
|
****
|
Outperform
|
$7.00
|
19.74
|
Source: Motley Fool CAPS; *price when call was made. Current score is how many points by which 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 a few of these stocks and whether they agree with this top player's assessment.
Degree of risk
We all know social media is changing the way we connect with one another, and it's often been the butt of jokes that say it allows us to stay connected even as we isolate ourselves from personal interaction. But the devastating earthquake in Haiti is showing that social media outlets like Twitter also give us a powerful way to help our fellow human beings.
Haitian musician Wyclef Jean has seen his "Yele" charity swell from Twitter donations, and even the American Red Cross was able to quickly raise $3 million via text messaging. As Twitter co-founder Biz Stone recently noted, "There are over one billion people with Internet access on the planet but there are more than four billion people with mobile phones and Twitter can work on all of them because even the simplest of these devices feature SMS."
Going unseen by the millions who are texting is TeleCommunication Systems, whose technology is running on the networks of wireless carriers and helped power nearly 700 billion text messages in 2009.
CAPS member BornToBeBullish suggested last month that the wireless communications specialist would soon gain the attention of Wall Street.
1) Strong balance sheet and income [statement]. High [return on equity] and [gross margins], combined with low debt ratios.
2) Revenue growth
3) Making strategic acquisitions to enhance total offering. [TeleCommunication Systems] using combinations of cash, notes and equity. Keeping an eye on [the balance sheet] and hopeful the acquisitions will not be a detriment to health of BS.
4) Very few sell-side analysts covering, but 76.9% of shares outstanding are held by institutions... Should begin to fall on the street's radar. For the mean time, lack of coverage could be a detriment-only 563K shares trade daily on average. Even small trades move the stock.
5) A good take-out candidate in 1-3 years.
6) New contracts. Just today, [TeleCommunication Systems] signed a $6 million contract with the military.
Lastly, watch short interest [currently standing at 10.6%], which has been inching up a bit. Good Luck
Head over to the TeleCommunication Systems CAPS page and drop some text on whether this becomes a game-changing time for the company.
A 1-in-100 opportunity
Some of the best and smartest members in the CAPS investor intelligence community have made their mark, so 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. It's free to sign up, so why not use this opportunity to take your best shot?
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