When large caps make a run for it, Fools take notice.

Think of Microsoft. After years of poor performance, Mr. Softy and his $300 billion-plus market cap began making a move last month, enriching investors who had bought and stayed in.

Hence this column. For as much money as there is to be made in fast-movers like Motley Fool Stock Advisor selection Charles Schwab (NASDAQ:SCHW), which hit a new 52-week high yesterday, the turtle often beats the hare.

Take a look at Monday's finest terrapins, courtesy of The Wall Street Journal:


Closing Price

CAPS Rating
(out of 5)

% Change

52-Week Range






United Parcel Service (NYSE:UPS)





Limited Brands (NYSE:LTD)





Progressive (NYSE:PGR)





Omnicom (NYSE:OMC)





Sources: The Wall Street Journal, Yahoo! Finance, Motley Fool CAPS.

Shares of our top gainer, Gap, were up for reasons not yet reported. So be it. We Fools prefer buy-to-hold stock stories anyway. Are any of our large-cap leaders worth owning over the next three to five years?

Not really -- if you heed the 74,000-plus professional and amateur stock pickers in our Motley Fool CAPS community. The one that is worth owning, four-star pick and Income Investor recommendation UPS, has quite a few fans.

Of the 863 Fools who rated UPS, 793 say it will outperform the S&P 500. That includes 175 All-Stars -- investors whose choices have outperformed at least 80% of the remaining community.

Superstar stock picker Bob Fiore is among the top 1% of CAPS members. He's known in these parts as TMFdatabasebob and explains the thesis in a pitch from last spring:

What can "Brown" do for you? Let's explore this question as investors, with some insights gleaned from Value Line. UPS carries Value Line's highest Safety rating and their second-highest Financial Strength rating. It also pays a dividend that is currently over 2%, has been growing at a 15% pace over the past five years, and is expected to grow by 10% -- well above inflation -- over the next 3-5 years. If the market turns sour in '07, after four years of solid growth from '03-'06, "Brown" can provide stability, keeping you above water in a sinking market.

I'll agree and add that UPS produces near-20% returns on capital, well above the returns generated by peer FedEx (NYSE:FDX) and a clear indicator of superior management. I'd be looking to buy on a pullback.

What about you? What would you do? Let us know by signing up for CAPS today. It's 100% free to participate.

See you here tomorrow for more of the best of the biggest.

Cap off your day with more CAPS Foolishness:

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Microsoft, Limited Brands, and Gap are Inside Value picks. Charles Schwab, Gap, and FedEx are Stock Advisor selections. UPS is an Income Investor recommendation. Fool contributor Tim Beyers, who is ranked 11,704 out of 74,000 participants in CAPS, didn't own shares in any company mentioned above at the time of publication. Find Tim's portfolio here and his latest blog commentary here. The Motley Fool's disclosure policy doesn't need to be large to be in charge, but it is.