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