The Daily Workshop Report
by Robert Sheard (TMF Sheard)

LEXINGTON, KY. (May 23, 1997)

As we kick off summer, let's recap some of the models we follow outside of the "official" Workshop. (And since they're whupping up on the Workshop portfolios, maybe we should follow them more formally?)

First is the Simpleton Portfolio Tom Gardner started in July of 1995. Tom chose ten cash-rich, low-debt (or no-debt) stocks with superior growth rates and plans to sit on them for a decade. No trading, no hassles, no sweating every little blip in the market.

Here's how the ten stocks have done over the last two years (almost):

Dell Computer (DELL) 563%
Sun Microsystems (SUNW) 166%
Microsoft (MSFT) 155%
Cisco Systems (CSCO) 142%
Intel (INTC) 139%
America Online (AOL) 103%
The Gap (GPS) 89%
Hewlett-Packard (HWP) 32%
Texas Instruments (TXN) 31%
Silicon Graphics (SGI) -57%

Average 136%
S&P 500 52%

Following are how the ten stocks have fared in 1997:

Dell Computer (DELL) 100%
America Online (AOL) 63%
Microsoft (MSFT) 47%
Texas Instruments (TXN) 45%
Sun Microsystems (SUNW) 31%
Intel (INTC) 25%
The Gap (GPS) 9%
Cisco Systems (CSCO) 5%
Hewlett-Packard (HWP) 5%
Silicon Graphics (SGI) -26%

Average 31%
S&P 500 14%

And finally, the five-stock large-capitalization, high-Relative Strength screen I'm experimenting with, again, since January of 1997:

Dell Computer (DELL) 100%
Intel (INTC) 25%
Seagate Technology (SEG) 1%
Microsoft (MSFT) 47%
Compaq Computer (CPQ) 39%

Average 43%
S&P 500 14%

I trust you'll have a great three-day holiday weekend. I'll see you with belled-cap on next week!

Monthly Growth Screens
(Jan. 3 to present)
22.15%  Relative Strength  
13.23%  S&P 500 Index  
10.76%  Low Price/Sales  
-3.15%  YPEG Potential  
-4.40%  Investing for Growth  
-6.89%  Unemotional Growth  
-15.85%  EPS Plus RS  
-27.35%  Formula 90  

Annual Value Screens
(Jan. 1 to present)
15.12%  Dogs of the Dow  
13.92%  Dow Jones Ind Avg  
8.82%  Beating the S&P  
6.69%  Unemotional Value  
6.69%  Beating the Dow  
5.82%  Dow Combo  
0.32%  Foolish Four