Workshop Returns
Year-to-Date Returns Through February 11, 1999
All stocks were selected on 12/31/98 and will be held a full year. Although the original Investing for Growth and Unemotional Growth models are designed to be used on shorter cycles, for the sake of even tests and simplicity, we're tracking the annual models this year. It's incorrect to infer that an annual holding is optimal for those two methods.
17.58 Spark 5 12.80 RS - 26 Week 11.60 Keystone 11.25 RS - IBD 9.71 Nasdaq 9.66 IFG - Classic 8.06 Formula 90 8.04 PEG 5 2.33 Beta 1.48 S&P Spiders -5.72 Unemotional Growth -7.03 Low PSR 17.58 Spark 5 Buy Now ~~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17.35 MSFT Microsoft $138.69 $162.75 39.20 DELL Dell Computer $73.19 $101.88 13.59 NOK.A Nokia Corp. ADR $120.44 $136.81 23.09 EMC EMC Corp. $85.00 $104.63 -5.35 GDT Guidant Corp. $55.00 $52.06 11.60 Keystone ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6.04 AOL America Online $155.13 $164.50 23.09 EMC EMC Corp $85.00 $104.63 38.09 ORCL Oracle $43.13 $59.56 -3.02 IBM IBM $184.38 $178.81 12.39 INTC Intel $118.56 $133.25 39.20 DELL Dell Computer $73.19 $101.88 13.01 CSCO Cisco Systems $92.81 $104.88 -4.80 HD Home Depot $61.19 $58.25 -7.90 BLS BellSouth $49.88 $45.94 -0.10 TWX Time Warner $62.06 $62.00 11.25 Relative Strength - IBD ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 33.79 YHOO Yahoo! Inc. $118.47 $158.50 6.04 AOL America Online $155.13 $164.50 -7.16 DY Dycom Inds. $38.11 $35.38 23.09 EMC EMC Corp. $85.00 $104.63 13.59 NOK.A Nokia. Corp. ADR $120.44 $136.81 -6.25 SLR Solectron Corp. $92.94 $87.13 19.24 SCH Schwab, Charles $56.19 $67.00 39.09 VISX VISX, Inc. $43.72 $60.81 -5.70 ANN Ann Taylor Stores $39.44 $37.19 -3.20 AEOS American Eagle $66.63 $64.50 12.80 Relative Strength - 26 Week ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 33.79 YHOO Yahoo! Inc. $118.47 $158.50 6.04 AOL America Online $155.13 $164.50 19.24 SCH Schwab, Charles $56.19 $67.00 -1.67 MNMD MiniMed, Inc. $104.75 $103.00 -6.25 SLR Solectron Corp. $92.94 $87.13 22.98 SUNW Sun Microsystems $85.63 $105.31 23.09 EMC EMC Corp. $85.00 $104.63 38.09 ORCL Oracle Corp. $43.13 $59.56 -5.70 ANN Ann Taylor Stores $39.44 $37.19 -1.63 GENZ Genzyme Corp. $49.75 $48.94 -5.72 Unemotional Growth ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 39.20 DELL Dell Computer $73.19 $101.88 -30.48 NETA Network Associates $66.25 $46.06 -9.22 PZZA Papa John's Int'l $44.13 $40.06 -1.67 MNMD MiniMed, Inc. $104.75 $103.00 -1.54 SPLS Staples, Inc. $29.14 $28.69 -22.72 CEFT Concord EFS $42.38 $32.75 -16.64 CPWR Compuware Corp. $78.13 $65.13 19.15 TLAB Tellabs, Inc. $68.56 $81.69 -10.30 DLTR Dollar Tree Stores $43.69 $39.19 -23.01 FEET Just For Feet $17.38 $13.38 9.66 Investing for Growth - Classic ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ -17.14 DV DeVry, Inc. $30.63 $25.38 -4.80 HD Home Depot $61.19 $58.25 6.84 LOW Lowe's Cos. $51.19 $54.69 4.91 BMCS BMC Software $44.56 $46.75 17.35 MSFT Microsoft Corp. $138.69 $162.75 38.09 ORCL Oracle Corp. $43.13 $59.56 -9.35 PAYX Paychex Inc. $51.44 $46.63 -1.64 SEIC SEI Investments $99.38 $97.75 39.20 DELL Dell Computer $73.19 $101.88 23.09 EMC EMC Corp. $85.00 $104.63 2.33 Beta ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ -30.48 NETA Network Associates $66.25 $46.06 19.24 SCH Schwab, Charles $56.19 $67.00 -18.43 WSM Williams-Sonoma $40.31 $32.88 33.79 YHOO Yahoo! Inc. $118.47 $158.50 3.86 COF Capital One Fin'l $115.00 $119.44 6.04 AOL America Online $155.13 $164.50 19.15 TLAB Tellabs, Inc. $68.56 $81.69 -2.19 SANM Sanmina Corp. $62.50 $61.13 -6.25 SLR Solectron Corp. $92.94 $87.13 -1.38 VTSS Vitesse Semiconductor $45.63 $45.00 8.06 Formula 90 ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ -7.16 DY Dycom Inds. $38.11 $35.38 23.09 EMC EMC Corp. $85.00 $104.63 13.59 NOK.A Nokia. Corp. ADR $120.44 $136.81 -6.25 SLR Solectron Corp. $92.94 $87.13 19.24 SCH Schwab, Charles $56.19 $67.00 39.20 DELL Dell Computer $73.19 $101.88 -1.67 MNMD MiniMed, Inc. $104.75 $103.00 4.17 LXK Lexmark Int'l 'A' $100.50 $104.69 -1.38 VTSS Vitesse Semiconductor $45.63 $45.00 -2.19 SANM Sanmina Corp. $62.50 $61.13 -7.03 Low Price/Sales ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ -9.65 SWY Safeway Inc. $60.94 $55.06 -1.23 ZQK Quicksilver Inc. $30.00 $29.63 -14.29 BDY Bindley Western $29.53 $25.31 -3.40 CVS CVS Corp. $55.00 $53.13 -21.88 BBC Bergen Brunswig $34.88 $27.25 -8.52 RI Ruby Tuesday $21.25 $19.44 -7.58 EAT Brinker Int'l $28.88 $26.69 5.37 WMT Wal-Mart Stores $81.44 $85.81 -1.65 UFS U.S. Foodservice $49.00 $48.19 -7.51 JEC Jacobs Engineering $40.75 $37.69 8.04 PEG 5 ~~~~~~ ~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~ -11.87 OMI Owens & Minor $15.75 $13.88 -3.20 AEOS American Eagle $66.63 $64.50 -5.70 ANN Ann Taylor Stores $39.44 $37.19 46.73 BBY Best Buy Co. $61.38 $90.06 14.23 BGEN Biogen Inc. $83.00 $94.81