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The Daily IFG Report

(FOOL GLOBAL WIRE)
by Robert Sheard (MF DowMan)

LEXINGTON, Ky. (Apr. 8): Today starts the new holding period for the stocks in the IFG Model portfolio, and what a day to begin. In short-term hindsight, I kind of hate to see MU rise on a day like today, with everything else sinking. But that's just the emotional investor in me coming out. Which is why I developed Investing For Growth in the first place. More times than not, the Emotional Investor gets creamed. If you're like me, the discipline forced upon you by a mechanical approach like Beating the Dow or IFG is a blessing because it keeps that nervous Nelly locked away and allows me to make decisions with some security that I'm acting, not reacting.

It'll take me (and perhaps you) a little while to get used to the new IFG roster. Kind of like the rotating lineups in today's Major League Baseball. Jerry Seinfeld has it right. You don't root for a team and individual players in today's baseball; you're just rooting for the shirt! Well, most of our lineup is new as well, but unlike the Yankees, none of the players needs to be worried about being bounced for at least the next 13 weeks.

There was only news on one of the new teammates today. . .

Medtronic <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MDT)") else Response.Write("(NYSE:MDT)") end if %> announced today that it has formed a new vascular business organization that will include all Medtronic units that currently offer therapies to treat disease and damage to the body's blood vessels. The new president will be B. Kristine Johnson, formerly Medtronic's tachyarrhythmia management business' head. And Jon Tremmel, the current president of the interventional vascular business, will be moving to Minneapolis to succeed Johnson.

An interesting occurrence became apparent when I was updating both this portfolio and the new Relative Strength variations this weekend. A few of the stocks just being added to the original IFG model were being dumped by the Relative Strength model at the same time (Medtronic and Dionex, for example). Which move will prove the best? Is the Original IFG trailing behind the Relative Strength model in timeliness sensitivity? We'll see. In the meantime, I'm continuing my efforts to back-test the RS models. Stay tuned.

Transmitted: 4/8/96

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 %>

Oracle
<% if gsSubBrand = "aolsnapshot" then Response.Write("
(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") 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 %>

Bio-Rad Labs
(ASE:BIO/A)

Computer Associates
<% if gsSubBrand = "aolsnapshot" then Response.Write("
(NYSE:CA)") else Response.Write("(NYSE:CA)") end if %>

Today's IFG Numbers
         INVESTING FOR GROWTH (4/8/96)  

Day Week Quarter Year History

IFG -1.67% -1.67% -0.41% -0.93% 3930.68%

DJIA -1.56% -1.56% 0.13% 9.33% 574.96%

S&P 500 -1.77% -1.77% -0.20% 4.60% 504.81%

NASDAQ -1.12% -1.12% 0.39% 5.09% 646.97%

Rec'd # Security In At Now Change

1/5/96 3183 CA 56.13 71.00 26.50%

7/8/95 3866 TLAB 48.00 49.13 2.34%

1/5/96 4168 ORCL 42.88 43.25 0.87%

4/5/96 4536 BIO/A 45.38 45.50 0.28%

4/5/96 5758 DNEX 35.75 35.75 0.00%

4/5/96 3525 MDT 58.38 57.38 -1.71%

4/5/96 5312 ROTC 38.75 38.00 -1.94%

4/5/96 7695 CKP 26.75 26.13 -2.34%

4/5/96 3293 UNH 62.50 61.00 -2.40%

4/5/96 5945 GNT 34.63 33.75 -2.53%

Rec'd # Security Cost Value Change

1/5/96 3183 CA $178,645.88 $225,993.00 $47,347.13

7/8/95 3866 TLAB $185,568.00 $189,917.25 $4,349.25

1/5/96 4168 ORCL $178,703.00 $180,266.00 $1,563.00

4/5/96 4536 BIO/A $205,821.00 $206,388.00 $567.00

4/5/96 5758 DNEX $205,848.50 $205,848.50 $-

4/5/96 3525 MDT $205,771.88 $202,246.88 $(3,525.00)

4/5/96 5312 ROTC $205,840.00 $201,856.00 $(3,984.00)

4/5/96 7695 CKP $205,841.25 $201,031.88 $(4,809.38)

4/5/96 3293 UNH $205,812.50 $200,873.00 $(4,939.50)

4/5/96 5945 GNT $205,845.63 $200,643.75 $(5,201.88)

CASH $274.44

TOTAL $2,015,338.69

Transmitted: 4/8/96


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