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John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

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Page 1: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

John KeelingSVP, Community Intelligence

The Motley Fool

Motley Fool CAPSInvestors helping investors beat the market

Page 2: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

MAN vs. MACHINE

GARRY KASPAROV DEEP BLUE

Page 3: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

Goldcorp and Crowdsourcing

Goldcorp CEO Rod McEwen

Motley Fool Co-founders, David and Tom Gardner

Page 4: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

OUR GOLDCORP CHALLENGE

Page 5: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

INCREASING THE YIELD

Page 6: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

WHAT OUR INVESTORS WANT

Overwhelmed by the glut of stock research data.

Want unbiased stock advice. 3 out of 4 people seek out stock or broker recommendations

from friends and family because they feel they are their only trusted source.

Looking for tomorrow’s blue chips. 35% of all listings have no analyst coverage 50% of the covered universe has 2 analysts or fewer Coverage has declined 15% since 2002

Generally not interested in games. Consider managing real world portfolio is a better use of time

versus “portfolio games.” Games are perceived as having little value as a research tool.

Investors Are:

Page 7: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

HOW CAPS WORKS

Page 8: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

HOW CAPS WORKS

Page 9: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

HOW CAPS WORKS

Page 10: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

HOW CAPS WORKS

Page 11: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

HOW CAPS WORKS

Page 12: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

HOW CAPS WORKS

Page 13: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

HOW CAPS WORKS

Page 14: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

A QUICK LOOK AT CAPS

Page 15: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

“... every 15 seconds, another pick...”

WHERE IS CAPS NOW?

Page 16: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

“... twice as much as any other analyst-driven rating service on the planet...”

WHERE IS CAPS NOW?

Page 17: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

#1: MHS Medco Health Solutions, Inc.

CAPS TOP 5: February 4, 2008

#4: GRP Grant Prideco, Inc.

#5: LAYN Layne Christensen Company

#3: MEA Metalico, Inc.

#2: TNE Tele Norte Leste Participacoes SA (ADR)

Page 18: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

COMMUNITY INTELLIGENCE WORKS!!!

Beta: Returns:5 Star: 1.0 5 Star: 27.9%4 Star: 0.92 4 Star: 19.3%3 Star: 0.89 3 Star: 10.7%2 Star: 0.91 2 Star: (1.2%)

1 Star: 0.96 1 Star: (16.6%) SPY: 1.0 SPY: 8.5%

Page 19: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

Changing Market Conditions

-25.000%

-20.000%

-15.000%

-10.000%

-5.000%

0.000%

5.000%

10.000%

15.000%

10/1/200710/8/200710/15/200710/22/200710/29/200711/5/200711/12/200711/19/200711/26/200712/3/200712/10/200712/17/200712/24/200712/31/20071/7/20081/14/20081/21/2008

5 Long/1 Short

5 Star

4 Star

3 Star

2 Star

1 Star

SPY

•Increased correlation to market trends during the downtown.

•5-Star stocks declining more than SPY benchmark.

•5-Star / 1-Star Long/Short Index outperforming

Page 20: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

CAPS Performance Since Launch

Returns of Star Indices

-20.0000%

-10.0000%

0.0000%

10.0000%

20.0000%

30.0000%

40.0000%

11/1/200612/1/20061/1/20072/1/20073/1/20074/1/20075/1/20076/1/20077/1/20078/1/20079/1/2007

10/1/200711/1/200712/1/20071/1/2008

Date

5 Star

4 Star

3 Star

2 Star

1 Star

SPY

Beta: Returns:5 Star: 1.03 5 Star: 12.3%4 Star: 0.99 4 Star: 8.8%3 Star: 0.96 3 Star: 1.9%2 Star: 0.96 2 Star: (6.6%)

1 Star: 0.87 1 Star: (11.6%) SPY: 1.0 SPY: 0%

Page 21: John Keeling SVP, Community Intelligence The Motley Fool Motley Fool CAPS Investors helping investors beat the market

CAPS AND OUR BUSINESS