The Daily Workshop
Report
by Robert Sheard
(TMF Sheard)
LEXINGTON, KY. (Oct. 23, 1997)
Scroll to the bottom for year-to-date Growth and Value Screen results.
Most of the responses to my proposal in yesterday's column for a revision to the Workshop Database is popular so I'm going to give it a trial run-though tomorrow to see how the preparation schedule fits in on a typical Friday. Be looking for it and let me know how it works out. I'll also be posting the results of the new rankings for Investing for Growth in this column tomorrow.
Something I haven't done in this column in a while is lay out the comparisons for our 1997 Growth Screens over the four different holding periods, so let me present these to you today. Beginning in January, I'll be greatly reducing the number of portfolio I track officially (as I outlined yesterday), but I invite you all to follow your favorite experiments along with me and keep us apprised of the results.
Monthly Growth Screens (Jan. 3 to present) 92.20% Relative Strength 38.04% Investing for Growth 34.76% EPS Plus RS 27.10% S&P 500 Index 23.52% Formula 90 22.61% YPEG Potential 20.12% Low Price/Sales 13.84% Unemotional Growth Quarterly Growth Screens (Jan. 3 to present) 62.55% Relative Strength 34.42% Investing for Growth 30.92% Formula 90 27.10% S&P 500 Index 26.53% EPS Plus RS 25.40% Low Price/Sales 9.69% YPEG Potential 6.34% Unemotional Growth Semi-Annual Growth Screens (Jan. 3 to present) 49.52% Investing for Growth 45.32% Relative Strength 42.88% EPS Plus RS 38.51% YPEG Potential 27.09% S&P 500 Index 21.81% Low Price/Sales 21.51% Formula 90 6.03% Unemotional Growth Annual Growth Screens (Jan. 3 to present) 70.28% Relative Strength 34.78% YPEG Potential 27.09% S&P 500 Index 26.18% Investing for Growth 25.40% EPS Plus RS 24.64% Unemotional Growth 18.37% Low Price/Sales 14.04% Formula 90 Annual Value Screens (Jan. 1 to present) 28.41% Dow Combo 27.88% Unemotional Value 27.88% Beating the Dow 24.52% Dogs of the Dow 24.14% Foolish Four 23.39% Beating the S&P 21.70% Dow Jones Ind Avg