Investing For Growth

What You'll Find Here | The IFG Approach Explained | The Historic IFG
Monday, April 22, 1996
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, Ky. (Apr. 22): Another strong technology day helped the IFG model portfolio, but the big event today was Checkpoint Systems' earnings release, launching the stock up more than 9%. Checkpoint Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CKP)") else Response.Write("(NYSE:CKP)") end if %> reported record first-quarter revenues and profits, blowing analyst estimates away. Revenues rose to $67 million from $37 million in last year's first quarter, while earnings per share hit $0.10 versus a penny a year ago. Analysts were looking for $0.07, so CKP posted a 43% surprise. Domestic retail sales were up 31%. International sales were up 168% and Checkpoint Systems ended the quarter with a record backlog of $18 million. The company also announced four new chain-wide roll-outs in Europe (two in Germany, one in Norway, and one in Poland). Here at home, Staples <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SPLS)") else Response.Write("(NASDAQ:SPLS)") end if %> is now using Checkpoint's products exclusively. For those of you still wondering what Checkpoint Systems does, the company is in the security industry for retailers, primarily through point-of-purchase security devices like you see in stores across the country. The company's biggest growth market, however, is in the rapidly expanding number of manufacturers who are installing security devices in the packaging during production, making not only security better because the device can only be deactivated by the control mechanism, but the technology also allows for better inventory record-keeping and management. Checkpoint is working hard overseas in many untapped markets, especially in grocery stores and pharmacies. With their recent foreign acquisitions and impressive foreign sales growth, it looks like their strategy is on the mark for now. The Relative Strength models also had blowout days, up 2.9%. Year-to-date, the Quarterly version is up 16.3% and the monthly version is up 18.9%. In the same period, the S&P 500 is up 5.1%. Transmitted: 4/22/96 5:51 PM	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 %> 3Com <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:COMS)") else Response.Write("(NASDAQ:COMS)") 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 %> RoTech Medical <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ROTC)") else Response.Write("(NASDAQ:ROTC)") end if %> Bio-Rad Labs (ASE:BIO/A) Seagate Technology <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:SEG)") else Response.Write("(NYSE:SEG)") end if %>
Today's IFG Numbers INVESTING FOR GROWTH (4/22/96) Day Week Quarter Year History IFG 2.26% 2.26% 2.96% 2.42% 4066.89% DJIA 0.53% 0.53% -0.40% 8.75% 571.39% S&P 500 0.44% 0.44% 0.37% 5.19% 508.23% NASDAQ 1.30% 1.30% 4.73% 9.63% 679.29% Rec'd # Security In At Now Change 1/5/96 3183 CA 56.13 72.13 28.51% 1/5/96 6252 ORCL 28.58 33.13 15.89% 4/5/96 7695 CKP 26.75 29.00 8.41% 4/5/96 5312 ROTC 38.75 42.00 8.39% 7/8/95 3866 TLAB 48.00 51.50 7.29% 4/5/96 4536 BIO/A 45.38 46.50 2.48% 4/5/96 5758 DNEX 35.75 36.25 1.40% 4/5/96 5945 GNT 34.63 34.63 0.00% 4/5/96 3293 UNH 62.50 57.88 -7.40% 4/5/96 3525 MDT 58.38 52.50 -10.06% Rec'd # Security Cost Value Change 1/5/96 3183 CA $178,645.88 $229,573.88 $50,928.00 1/5/96 6252 ORCL $178,703.00 $207,097.50 $28,394.50 4/5/96 7695 CKP $205,841.25 $223,155.00 $17,313.75 4/5/96 5312 ROTC $205,840.00 $223,104.00 $17,264.00 7/8/95 3866 TLAB $185,568.00 $199,099.00 $13,531.00 4/5/96 4536 BIO/A $205,821.00 $210,924.00 $5,103.00 4/5/96 5758 DNEX $205,848.50 $208,727.50 $2,879.00 4/5/96 5945 GNT $205,845.63 $205,845.63 $- 4/5/96 3293 UNH $205,812.50 $190,582.38 $(15,230.13) 4/5/96 3525 MDT $205,771.88 $185,062.50 $(20,709.38) CASH $274.44 TOTAL $2,083,445.82 Transmitted: 4/22/96 5:51 PM
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