The first 100 days in office sets the tone for any new president. Similarly, Motley Fool CAPS 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. Since data shows that the best stocks to buy and sell have gotten top CAPS ratings, might we also assume that when the best players rate the best stocks, there is a correlation?

One of our highest-rated CAPS members is mgiv, who sports a near-perfect 99.85 member rating. A member since January 2007, mgiv currently has 200 active picks on CAPS out of more than 1,900 stock picks made. Achieving 68% accuracy, mgiv has also attracted 68 "groupies," CAPS players 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.


CAPS Rating (out of 5)



Current Score

Bank of America (NYSE:BAC)





Chesapeake Energy





United States Oil





Newmont Mining (NYSE:NEM)





Silver Wheaton





Wells Fargo (NYSE:WFC)





Transocean (NYSE:RIG)





Sadia (NYSE:SDA)





Weatherford International (NYSE:WFT)





Veolia Environment (NYSE:VE)





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.

Bank of America
Fresh off tossing Countrywide Financial a lifeline, Ken Lewis and Bank of America rushed in to marry Merrill Lynch all on its own. No shotgun was necessary; no arm-twisting was needed by Treasury. While quite a few investors and analysts thought it was a shrewd move, some weren't so sure. CAPS All-Star abitare said at the time the deal was announced that Bank of America's common shareholders would end up getting a raw deal:

To big to Fail or to Big to Bail? Seriously, they bought [Countrywide] and "merged" with [Merrill] and unloaded a bunch of common stock on some poor smuck common stock holders. Either way you would have to be an uber idiot or gambling junkie in need of a "fix" to be the common stock bagholder here.

Yet it wasn't until after shareholders approved the merger that management admitted Merrill Lynch was worse off than they had let on. They only completed the deal because Treasury ponied up more tax dollars. Now Bank of America is looking as shaky as the rest of the financial industry, and investors aren't happy. Even if Treasury is required to step in and salvage the bank, CAPS members like reachnvj say it will happen only at the expense of shareholders:

Somebody is going to get hurt real bad-and that somebody is going to be the common shareholders of the Company's stocks.

The government is pumping more money in to [Bank of America] and is providing guarantees on a ton of its toxic assets. As this continues for most part of 2009, expect [Bank of America] to take some drastic measures, including sale of assets, layoffs, cut dividends (not sure if they are paying anything now, maybe 1 cent), etc.

In the current economic conditions, [Bank of America] is gambling shareholders money to be the next big financial giant. Returns could potentially be good, but the risk being undertaken more than erases any return that common shareholders will be able to enjoy in the next 10 years.

Weatherford International
According to Baker Hughes, a year ago there were more than 1,700 rotary rigs drilling in and around the U.S., but that number has fallen by nearly 10% today. Moreover, the numbers have been declining for nine straight weeks and are down some 20% from their September peak. Even though services companies aren't directly affected by the fall in the price of oil, as the Exxons and Chevrons rein in spending, it falls to the services companies like Weatherford to bear the brunt.

CAPS member IndianaBanana thinks it's just a matter of time before drilling returns to normal and that it's not worthwhile to try and time the bottom for Weatherford:

Services and equipment for oil and gas wells. It may go down a bit from here, but I'm not going to try and pick the bottom. Drilling will come back into 'style' someday, and I will already have my lawnchair out by the curb so I can watch the parade go by. Have a banana today!

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?

Sadia is a Motley Fool Hidden Gems selection. Veolia Environment and Bank of America are Income Investor recommendations. 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.