Investing For Growth

What You'll Find Here | The IFG Approach Explained | The Historic IFG
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, Ky. (Mar. 28): A mixed day for the IFG model portfolio today as the market is still having a tough time deciding on a direction. But slipping half a point while the market holds still isn't the result we're ultimately looking for. Applied Materials <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:AMAT)") else Response.Write("(NASDAQ:AMAT)") end if %> was reportedly either downgraded or had its earnings estimates cut this morning by one of the major brokerage houses, but as of this writing, no wire release shows up on the AOL news list. I'll try to get you the details in tomorrow's reports. Needless to say, this explains Applied Materials' drop on the day. In the funniest sequence of the day, CNBC's Dan Dorfman got Dorffed himself. In his lunch-time report, Dorfman told us that Computer Associates was rumored to be buying Cheyenne Software <% if gsSubBrand = "aolsnapshot" then Response.Write("(AMEX:CYE)") else Response.Write("(AMEX:CYE)") end if %> for $35 a share. Computer Associates' response was quick and pointed. "We don't comment on ridiculous rumors like that." Which, of course, is indeed a comment on the rumor, but that's another issue better left for rhetoricians to hash out. The classic irony, of course, is that only a few minutes later, Cheyenne announced that their earnings wouldn't even be half of what the Street was expecting and the stock lost over 35% of its value immediately. Dorfman's "source" had claimed that even without the Computer Associates buyout, Cheyenne was a keeper. Computer Associates' disassociation with Cheyenne helped it stay above the carnage today, tacking on a nice gain this afternoon. If CA was entertaining thoughts of buying Cheyenne, it's definitely bargain basement shopping now. This sounds like one for our Fribbles collection. And if I can find the time, I just may write it myself. Stay above the rumor mill, Fools. Today's story should be a permanent Foolish example of what these "touts" and "rumors" are usually worth. Folly on!	The Current IFG Stocks Tellabs <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:TLAB)") else Response.Write("(NASDAQ:TLAB)") end if %> Green Tree Financial <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GNT)") else Response.Write("(NYSE:GNT)") end if %> United Healthcare <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:UNH)") else Response.Write("(NYSE:UNH)") end if %> PacifiCare Health <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:PHSYA)") else Response.Write("(NASDAQ:PHSYA)") end if %> Checkpoint Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CKP)") else Response.Write("(NYSE:CKP)") end if %> Dionex <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:DNEX)") else Response.Write("(NASDAQ:DNEX)") end if %> Medtronic <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MDT)") else Response.Write("(NYSE:MDT)") end if %> Stryker <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:STRY)") else Response.Write("(NASDAQ:STRY)") end if %> Biomet <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:BMET)") else Response.Write("(NASDAQ:BMET)") end if %> Bio-Rad Labs (ASE:BIO/A)
Today's IFG Numbers INVESTING FOR GROWTH (3/28/96) Day Week Month Year History IFG -0.41% -1.31% -2.85% -0.94% 3930.30% DJIA 0.08% -0.10% 2.65% 10.04% 579.37% S&P 500 0.00% -0.26% 1.33% 5.36% 509.22% NASDAQ 0.09% -0.67% -0.47% 4.06% 639.66% Rec'd # Security In At Now Change 10/10/94 9586 Micron Tech 16.63 31.75 90.98% 1/5/96 3387 Sterling Soft 52.75 70.88 34.36% 4/8/95 3794 Intel 43.56 56.38 29.41% 1/5/96 3183 Comp Assoc 56.13 71.88 28.06% 4/8/95 5828 ADC Telecom 28.38 32.50 14.54% 1/5/96 4168 Oracle 42.88 48.13 12.24% 1/5/96 2627 Comp Sci 68.00 71.38 4.96% 7/8/95 3866 Tellabs 48.00 47.50 -1.04% 1/5/96 4229 Adobe Sys 42.25 31.88 -24.56% 7/8/95 3776 Applied Mat 49.13 34.88 -29.01% Rec'd # Security Cost Value Change 10/10/94 9586 Micron Tech $159,367.25 $304,355.50 $144,988.25 1/5/96 3387 Sterling Soft $178,664.25 $240,053.63 $61,389.38 4/8/95 3794 Intel $165,276.13 $213,886.75 $48,610.63 1/5/96 3183 Comp Assoc $178,645.88 $228,778.13 $50,132.25 4/8/95 5828 ADC Telecom $165,369.50 $189,410.00 $24,040.50 1/5/96 4168 Oracle $178,703.00 $200,585.00 $21,882.00 1/5/96 2627 Comp Sci $178,636.00 $187,502.13 $8,866.13 7/8/95 3866 Tellabs $185,568.00 $183,635.00 $(1,933.00) 1/5/96 4229 Adobe Sys $178,675.25 $134,799.38 $(43,875.88) 7/8/95 3776 Applied Mat $185,496.00 $131,688.00 $(53,808.00) CASH $458.86 TOTAL $2,015,152.36 Transmitted: 3/28/96
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