A 1-in-100 Investor

The first 100 days in office set 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 CAPS members is turbotrager, who sports a 99.91 member rating. A member since September 2006, turbotrager has 131 active picks on CAPS out of more than 1,060 stock picks made. Achieving 87% accuracy, turbotrager has attracted 305 "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're rated.

Source: Motley Fool CAPS.
^Price when call was made.
Current score is how many points a member is beating (lagging) the S&P500 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
Shares of oil tanker DHT Maritime sank faster than the Edmund Fitzgerald in a gale on Lake Superior following its second-quarter earnings report, where profits were cut in half and the company said it would not pay its dividend.

Weakness in the freight market and adverse credit conditions have not only caused lower spot market charter rates for the shipper, hurting results, but cancellations and delays in deliveries of new building orders are up, maybe resulting in a reduction of projected tonnage supply. DHT was able to maintain some ballast, however, as the world glut of oil allowed the shipping company to offset weakness by using vessels for storage.

DHT might still find rough seas. The International Maritime Exchange Tanker Index reported that the average spot market rate for the large Suezmax tankers has been $12,932 per day so far in the third quarter, compared with $20,569 per day in the second quarter. Other shipping companies, like Nordic American Tanker (NYSE:NAT), are waiting for rate recovery as well, but NAT estimates the cash breakeven for its trading fleet is below $10,000 per day per vessel.

CAPS member Lordrobot sees Asia, and particularly China, as being the key to DHT's and other shippers' making safe harbor:

China and Asia are fed oil by tanker. There is no other way to get it there. Asia and India are building lots of cars and everything else so oil is the most valuable substance of any modern economy. If we don't drill then we are condemned to peak oil. If we drill we go to the oceans.

Castles in the sky
For all the struggles of the airline industry, plane leasing is doing quite well. Aircraft leasing companies own or manage more than a third of all the airliners flying worldwide. Shares of Aircastle are up 72% over the past six months, while AerCap (NYSE:AER) and Babcock & Brown have more than doubled. No doubt that's been helped by the smoothing effect of having long-term leasing contracts in place. Aircastle derives almost 90% of its revenue overseas and fleet utilization rates were up to 98%.

Long-term contracts are not an elixir for all of the industry's problems, as Aircastle still saw lease revenues decline 6% last quarter. The industry is also consolidating, as AerCap may be poised to acquire Genesis Leasing. While Aircastle has attracted more investor attention than either of its rivals on CAPS, both of them carry a five-star CAPS rating to Aircastle's four-star showing. That suggests those triple-digit returns it generated were not a surprise to many.

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 it's free, so why not take your best shot?