A 1-in-100 Investor

The first 100 days in office sets the tone for any new president. Similarly, Motley Fool CAPS 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 top-ranked CAPS All-Stars who made some of their best stock selections early on, and seeing which companies they think will do best next.

One of our highest rated CAPS members is GreenHillFarAway, who sports a top 98.76 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
Anadarko Petroleum has set out to distance itself from the liability surrounding the Gulf of Mexico oil spill. Anadarko owns a 25% stake in the ill-fated Deepwater Horizon rig; BP (NYSE: BP) owns 65% and Japanese conglomerate has a 10% claim. But Anadarko has upped the ante by essentially saying it was all BP's fault.

When you consider the list of choices BP made when drilling the well, it certainly seems the company took the easy way out whenever it could. BP says its cost for the disaster has already hit $2 billion, and we know it's been forced to set aside $20 billion for claims arising from the damage. In a way, we're fortunate that such a profitable company suffered this calamity; a lesser firm might already have been forced to fold, putting the onus taxpayers.

The ratings agencies, however, aren't looking kindly on Anadarko in all this. Moody's cut its debt rating to junk status, and it could cut it further, depending on any liability Anadarko may have as a part owner. Hence Anadarko's claims this weekend that BP was "reckless" in its actions. It was reminiscent of the Congressional hearings last month in which BP, Transocean (NYSE: RIG), and Halliburton (NYSE: HAL) all essentially shucked responsibility, though BP ultimately manned up.

With the stock some 40% below where it stood before the rig exploded, CAPS member MrCainThaler thinks that even if Anadarko has to pay out claims on the spill, the market has overreacted:

I believe the majority of all litigation will be aimed at BP as the majority owner of the well; however, even worst case imaginable, I have troup seeing APC's profits being completely eviscerating in the coming storm. It is likely that they will be made to pay out large sums of money which negate earnings for a period of years, at which point the company is still severely undervalued.

Jumpstarting growth
The Chinese government has been pouring money into its economy. China Electric Motor is counting on stimulus spending to fuel greater demand this year for its tiny motors, which appear in everything from household appliances to power tools to the digital controls used to start mechanical equipment.

China Electric Motor's sales rose 14% in the first quarter, while operating income rose just less than 3%. Net profits were lower, and per-share earnings fell considerably, hurt by costs associated with its recent IPO and a far larger share count year over year. The stock has rebounded off the lows it hit after the earnings news. CAPS member expects future growth from an admittedly risky play:

With a relatively small market cap. and dividends paid (last paid in 2008 and no in 2009) this company can be a risky one. But with no debt, Return on equity on 55.27%, and a low price to earnings i think this stock will outperform.

the cash flow has grown steady for the last years even with a lot of capital expenditures used in 2009.

Battle of the set-top boxes
The outlook for TiVo has been grim since its latest setback in its patent war with DISH Network. But with cable giants like Comcast still licensing its set-top box technology, and a continuing marketing gambit with Best Buy (NYSE: BBY), TiVo still has plenty of juice to fast-forward through this rough patch.

CAPS member kstoltz says investors really haven't lost any ground since the time when TiVo first apparently won the DISH decision:

Unexpected and unwarranted drop in price has sent the company back to where it was prior to its huge rise upon news of a win against DISH that is being appealed. However, the odds are the appeal by DISH does not go through, making the drop back to earlier levels a good buying opportunity.

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?