A 1-in-100 Investor

The first 100 days in office sets the tone for any new president. Similarly, Motley Fool CAPS keeps an keeps an eye on members who score 100 points of market outperformance on stock picks in their first 100 days. Here we're looking at our All-Stars who made some of their best stock selections early on and seeing which ones they think will do best next.

One of our highest rated CAPS members is Lennonlives who sports a top 96.76 member rating. Below are a few of this top member's most recent stock selections and how they were 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 these stocks and whether they agree with this top player's assessment.

Degree of risk
Even in the face of accusations of fraud leveled by the SEC against Goldman Sachs, I find it hard to believe the investment banking giant won't still land on its feet like a cat. The charges might sound damning, but it's hardly a slam-dunk case. The feeling of schadenfreude we're enjoying right now is likely mitigated by the record profits it just reported.

What the politicians gunning for Goldman don't get is that we want a healthy, profitable company instead of one that's barely hanging on to survive. That's a sign the economy is improving, or getting there anyway. If deals aren't getting done Goldman wouldn't be making any money either.

Remember when we were coming off $4 a gallon gas and ExxonMobil (NYSE: XOM) reported record profits? The politicians agitated for a windfall profits tax to take some (or a lot) of that money from them. Impoverishing Exxon doesn't do the country any good and satisfying our bloodlust by going after the profits of Goldman, JPMorgan Chase (NYSE: JPM), and other banks as even the International Monetary Fund advocates won't help us either. Yes, it sticks in my craw too that the financial system nearly collapsed in part because of what Goldman was peddling, but the bailouts that followed and the gusher of government spending that ensued were not its doing.

However, CAPS member guiganol agrees with Lennonlives dour outlook, and thinks the SEC is flexing its muscle to appear strong.

The SEC is trying to prove it's not a joke and I'll believe that when I see it. If it were just up to them, I wouldn't risk an "underperform" call, but now Europe is coming in and their oversight isn't as much of a joke as ours. Look what happened to Microsoft. You couldn't touch them with a 10-foot pole in America, but in Europe they've never quite grown accustomed to our American mantra of "business as usual"

Breathe deep
It's quite a juxtaposition to see the FDA issuing a complete response letter to MannKind, effectively rejecting its inhaled insulin drug, but then receiving an award from the market researchers at Frost & Sullivan for being the Entrepreneurial Company of the Year specifically for Afrezza, which it calls "a unique and revolutionary product solution with significant market potential."

Unlike the burial Pfizer's (NYSE: PFE) Exubera received, MannKind assures investors Afrezza is not dead. Since the FDA didn't request new trials, but instead only wanted updated safety data and new labeling, it seems plausible MannKind might also win Comeback Company of the Year too.

skillzmillz1 likes the biopharmaceutical's cash balance and pipeline, no doubt reflecting the opinion of the more than 400 CAPS members who've rated MannKind to outperform the market.

Say what?
The past year has been a torturous path for software services provider Mahindra Satyam (formerly known as Satyam Computer Services). The accounting scandal that rocked the company, and ultimately led to the government auctioning it off to Indian conglomerate Mahindra & Mahindra, still has at least two more years to play out, according to its CEO.

With its financial statements for the past seven years being restated, Satyam's ability to effectively compete against rival Infosys Technologies (Nasdaq: INFY) remains constrained as retaining current clients -- let alone gaining new ones -- continues to be a challenge.

CAPS member moonbeam43 thinks the recovery in both the stock and the company will start sooner than that.

Summer will bring new structure and better financials. Stock will launch a slow but steady climb for the next several years. US and India seem to be cooperating on efforts to help avoid further impact on investors from penalties due to prior managements decisions.

A 1-in-100 opportunity
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?