The Daily Workshop
Report
by Robert Sheard
(TMF Sheard)
LEXINGTON, KY. (Oct. 31, 1997)
Scroll to the bottom for year-to-date Growth and Value Screen results.
The weekly update to the Foolish Database is now available. Let's look at the current rankings for several strategies.
First, here are the changes to this week's database field. Dropped from the field:
AES Corp. (AES) Coors (Adolph) 'B' (ACCOB) Corrections Corp.(CXC) Dayton Hudson (DH) Fabri-Centers of Amer. (FCA.A) Nortek (NTK)
Taking their place are:
Federal-Mogul (FMO) HBO & CO. (HBOC) Landry's Seafood (LDRY) Newport Corp. (NEWP) Quintiles Transn'l (QTRN) Tidewater (TDW)
The stocks qualifying for the Investing for Growth strategy (in IFG order) are:
Iomega Corp. (IOM) Dell Computer (DELL) Quantum Corp. (QNTM) Compaq Computer (CPQ) Sun Microsystems (SUNW) HBO & Co. (HBOC) Computer Associates (CA) Dollar General Corp. (DG) Claire's Stores (CLE) Tellabs Inc. (TLAB) Linear Technology (LLTC) Franklin Resources (BEN) Price (T. Rowe) Assoc. (TROW) Robert Half Int'l (RHI) Helen of Troy Ltd. (HELE) Biomet (BMET) Smithfield Foods (SFDS) Frontier Ins. Group (FTR) State Street Corp. (STT)
The stocks qualifying for the Investing for Growth strategy (in order by 6-month Total Return) are:
Dell Computer (DELL) Compaq Computer (CPQ) HBO & Co. (HBOC) Franklin Resources (BEN) Quantum Corp. (QNTM) Helen of Troy Ltd. (HELE) Iomega Corp. (IOM) Robert Half Int'l (RHI) Price (T. Rowe) Assoc. (TROW) Computer Associates (CA) State Street Corp. (STT) Biomet (BMET) Tellabs Inc. (TLAB) Frontier Ins. Group (FTR) Dollar General Corp. (DG) Smithfield Foods (SFDS) Linear Technology (LLTC) Sun Microsystems (SUNW) Claire's Stores (CLE)
The Keystone Portfolio rankings:
Dell Computer (DELL) Compaq Computer (CPQ) Schlumberger Ltd. (SLB) Cisco Systems (CSCO) AirTouch Communic. (ATI) Pfizer Inc. (PFE) Merrill Lynch & Co. (MER) Computer Associates (CA) Schering-Plough (SGP) Home Depot (HD) Xerox Corp. (XRX) Oracle Corp. (ORCL) Norwest Corp. (NOB) Allstate Corp. (ALL) Texas Instruments (TXN) Medtronic Inc. (MDT) Travelers Group (TRV) BankAmerica Corp. (BAC) Tyco Int'l Ltd. (TYC) Wal-Mart Stores (WMT) Int'l Business Mach. (IBM) Caterpillar Inc. (CAT) Hewlett-Packard (HWP) Freddie Mac (FRE) Microsoft Corp. (MSFT) Intel Corp. (INTC)
The Unemotional Growth rankings:
Dell Computer (DELL) ENSCO Int'l (ESV) Tidewater Inc. (TDW) Global Marine (GLM) HBO & Co. (HBOC) PeopleSoft (PSFT) AccuStaff Inc (ASI) McAfee Assoc. (MCAF) Varco Int'l (VRC) Quantum Corp. (QNTM)
The Relative Strength rankings (using IBD's score):
Varco Int'l (VRC) Dell Computer (DELL) Airborne Freight (ABF) Nabors Inds. (NBR) Michael Foods (MIKL) Volt Info. Sciences (VOL) Safeskin Corp. (SFSK) Sofamor Danek Group (SDG) Allied Waste (AWIN) Guidant Corp. (GDT)
The Relative Strength rankings (using 6-month Total Return):
Varco Int'l (VRC) Michael Foods (MIKL) Nabors Inds. (NBR) Rowan Cos. (RDC) Input/Output (IO) Safeskin Corp. (SFSK) CKE Restaurants (CKR) Dell Computer (DELL) United Stationers (USTR) Allied Waste (AWIN) Landry's Seafood (LDRY)
Fool on!
Monthly Growth Screens (Jan. 3 to present) 78.09% Relative Strength 25.65% Investing for Growth 24.34% EPS Plus RS 22.27% S&P 500 Index 14.45% Formula 90 12.86% Low Price/Sales 11.86% Unemotional Growth 10.74% YPEG Potential Annual Value Screens (Jan. 1 to present) 20.65% Beating the S&P 19.75% Foolish Four 19.73% Dogs of the Dow 18.99% Dow Combo 18.27% Unemotional Value 18.27% Beating the Dow 15.41% Dow Jones Ind Avg