In the same way that the first 100 days in office sets the tone for any new president, 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 the CAPS members who made some of their best stock selections early on and seeing which stocks they think will be best next.

One of our highest-rated CAPS members is chk999, who sports a 99.99 member rating. A member since June 2006, chk999 currently has 169 active picks on CAPS out of more than 1,500 stock picks made. Achieving 83% accuracy, chk999 has attracted 785 "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  (5 Max)



Current Score

Activision Blizzard (NASDAQ:ATVI)





AgFeed Industries (NASDAQ:FEED)










Ivanhoe Mines (NYSE:IVN)





Navios Maritime (NYSE:NM)





Royal Bank of Canada










Woodward Governor










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 look at what other CAPS members are saying about some of these stocks and whether they agree with this top player's assessment.

Degree of risk
Some investors are still looking at certain solar stocks with a far too sunny disposition, even in the face of a slump that's spreading like a dark cloud across the industry. Sure, shares of SunPower have fallen since the start of the year, and they've given back a few percentage points since the company's earnings release, but at 30 times trailing earnings, the stock is still richly valued. There may be demand building up from utilities, as the thermal solar contract signed by Pacific Gas & Electric last week signaled, but there are plenty of other indications that solar stocks have further to fall.

SunPower is reining in capital spending by $100 million, and the timing of its equity offering seems to portend worse times ahead. It has significant contractual obligations over the next two years totaling more than $1.1 billion, including $101.8 million for polysilicon supplies due next year, and it's also possible that bondholders could demand payments on its debts beginning next year if the share price remains low -- a scenario that the company admits is a possibility. That suggests why SunPower tapped the equity markets when it did.

The stock's price, though lower than it has been, may be higher than what the company expects it will be in the future. With significant obligations that it will need to pay for, pricing the stock at these levels gives the company the chance to raise more money now than it will be able to in the future. Solar power may indeed have a bright future, but that doesn't mean the sun won't go behind the clouds for a while now, and investors might be wise to consider the potential.

On a variety of metrics, SunPower trades at what its rivals and others in the industry are going for in the market. Where some analysts see that as a sign that the solar company is cheap, this Fool thinks it highlights that there could be better discounts available in the months ahead. Two months ago, CAPS member stockfreak1 suggested that investors would be better off looking for better pricing opportunities in the summer.

Looks a little overvalued right now because poly prices are falling, but just wait until summer. This is a great BUY in the long term. Residential prices in CA for installing solar panels will grow significantly especially because the final cost to the consumer is somewhere around $14K.

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?

GigaMedia is a Motley Fool Rule Breakers selection. Activision Blizzard is a Motley Fool Stock Advisor pick. GigaMedia is a Motley Fool Global Gains recommendation. Try any of our Foolish newsletter services free for 30 days.

Fool contributor Rich Duprey has no financial position in any of the stocks mentioned in this article. You can see his holdings. The Motley Fool has a disclosure policy.