Great Call on Transocean! What's Next?

But head of the class or not, Transocean saw its stock take a tumble last year as low energy prices scared many investors away from the whole industry. Of course, a lower stock price on a quality company often means opportunity.

On the Motley Fool's CAPS service, more than 5,200 members have weighed in on Transocean's
stock and, as the stock's five-star rating suggests, the vast majority
think Transocean is a deal rather than a dud. CAPS member GoldorTin,
who is one of the score leaders on Transocean, gave the stock a
thumbs-up at the end of last year and has managed to bag 56 points for
the well-timed call.

GoldorTin is one of CAPS' All-Stars -- players with a rating of 80
or greater -- and has managed a stock-picking accuracy of 55% while
racking up more than 500 points. Transocean isn't this player's only
great call. Here's a look at a few of the other prescient picks:

Data from CAPS.

So what is this investor looking at these days? Here are a few of the most recent calls on CAPS:

Data from CAPS.

These picks could be a good place to start further research. I decided to take a closer look at Apache.

More from the world of energy

Apache is
an independent exploration and development specialist. The same broad
positives and negatives that apply to Transocean apply here. That is,
lower prices for oil and natural gas are like a lead weight for the
business, while the long-term supply/demand mismatch for energy
products is the shiny light at the end of the tunnel.

But if the broad strokes are similar, the specific opportunity for
Apache is different. As an independent energy company, Apache is the
one finding, developing, and selling the energy products -- in its
case, roughly a 50/50 split between oil and gas.

And with current production coming from the Gulf of Mexico, the
U.S., Egypt, Canada, the North Sea, Argentina, and Australia, it's
certainly global in its approach to building its position in the energy
market.

But perhaps the best aspect of Apache is its approach to its
business, which is -- in a word -- conservative. Because it kept the
reins on its business even during the frothiest of times, today the
company finds itself with a mere 23% debt-to-capital ratio and $4
billion in cash and committed bank funding, which puts it in a great
position to be a buyer in the industry when competitors are forced to
sell at fire-sale prices.

Members of the CAPS community have a warm place in their hearts for
Apache. Of the 1,770 members who have weighed in on the stock, 1,732
have given it a thumbs-up. CAPS All-Star brentvoss joined the chorus earlier this year, saying:

Didn't pick the bottom. Never do. The future of oil
and gas producers must be bright or the lights are going dim. We simply
don't have a viable substitute of scale to replace them in the near
future and global depletion rates are higher than previously thought.
Much higher.

But here's the important question: What's your take on Apache? Will
its conservative business model pay off during the downturn? Get in the
action by clicking over to CAPS. It's absolutely free and already has more than 130,000 stock pickers chipping in to find the best stocks out there.

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