The Daily Workshop Report
by Robert Sheard (TMF Sheard)

LEXINGTON, KY. (June 02, 1997)

In case you're wondering why we're still reporting May results for the Growth Screens in the Workshop, keep in mind our calendar is tied to the first Friday of each month rather than the true start of the calendar month. So for us, "May" actually ends on this Friday (June 6). At that time, we'll be making the switch for all of the monthly models. The quarterly models get updated next on July 4.

Over the past month, I've discussed on a number of occasions a large-capitalization experiment with hi-tech stocks. At the time I promised I'd update the current list of stocks periodically so you can play your own games with them. Today, then, I'm listing the 15 largest American tech stocks, sorted by total return over two periods (the last year and the last 6 months).

Keep in mind, this approach is still experimental. There's no historical testing to support it. Use it for what it's worth. Fool on!

Top 15 Sorted by 1-Year Gain
Dell Computer (DELL)           265%
Intel (INTC)                   126%
Microsoft (MSFT)               115%
Compaq Computer (CPQ)           83%
Texas Instruments (TXN)         60%
Seagate Technology (SEG)        59%
IBM (IBM)                       51%
Applied Materials (AMAT)        37%
Oracle (ORCL)                   17%
Computer Associates (CA)         7%
Sun Microsystems (SUNW)          6%
Hewlett-Packard (HWP)            0%
Cisco Systems (CSCO)            -0%
Motorola (MOT)                  -6%
Lucent Technologies (LU)       -----

Top 15 Sorted by 6-Month Gain
Dell Computer (DELL)           131%
Applied Materials (AMAT)        84%
Microsoft (MSFT)                62%
Texas Instruments (TXN)         47%
Compaq Computer (CPQ)           36%
Intel (INTC)                    32%
Lucent Technologies (LU)        26%
Motorola (MOT)                  22%
Sun Microsystems (SUNW)         17%
IBM (IBM)                       14%
Seagate Technology (SEG)        13%
Cisco Systems (CSCO)             2%
Hewlett-Packard (HWP)           -1%
Oracle (ORCL)                   -4%
Computer Associates (CA)       -16%

Monthly Growth Screens
(Jan. 3 to present)
27.89%  Relative Strength  
13.40%  S&P 500 Index  
12.77%  Low Price/Sales  
-2.12%  Investing for Growth  
-2.43%  YPEG Potential  
-5.15%  Unemotional Growth  
-14.58%  EPS Plus RS  
-24.73%  Formula 90  

Annual Value Screens
(Jan. 1 to present)
14.43%  Dogs of the Dow  
13.69%  Dow Jones Ind Avg  
7.50%  Beating the S&P  
6.10%  Unemotional Value  
6.10%  Beating the Dow  
5.96%  Dow Combo  
-0.02%  Foolish Four