Investing For Growth

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Thursday May 9, 1996
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, Ky. (May 9): A nice day for the IFG Model Portfolio in the wake of absolutely nothing on the news wires. But that's the way things work. These stocks ebb-and-flow, the old two-steps-forward-one-step-back shuffle. Today it was Checkpoint Systems' turn. Checkpoint <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CKP)") else Response.Write("(NYSE:CKP)") end if %> has enjoyed a terrific run this year, up from $18 in January to a high of $30 (roughly 65% in 3 months), so it was to be expected that we'd see a little dip. But today buyers decided to jump back in and pushed CKP back towards its recent heights. Usually when a stock records good earnings quarter after quarter and has strong Relative Strength, it makes sense not to panic on every dip (even abrupt ones) and bail out. With a good company and strong stock, patience will pay you kindly. Two IFG Relative Strength stocks, however, were in the news today. Thermo Electron <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:TMO)") else Response.Write("(NYSE:TMO)") end if %> reported first quarter earnings of $0.46 per share versus $0.37 last year, beating First Call estimates by a penny. "Our company continues to grow rapidly in size and scope," said George N. Hatsopoulos, chairman and president of Thermo Electron. "During the quarter we not only made the largest acquisition in Thermo Electron's history -- most of the scientific instruments businesses of Fisons -- but also spun out two more public companies, ThermoQuest and Thermo Sentron, bringing our total number of public subsidiaries to fourteen." Thermo Electron Corporation is a world leader in environmental monitoring and analysis instruments and a major manufacturer of biomedical products including heart-assist devices and mammography systems, paper-making and recycling equipment, alternative-energy systems, and other specialized products. The company also provides environmental and metallurgical services and conducts advanced technology research and development. The Gap <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GPS)") else Response.Write("(NYSE:GPS)") end if %>, part of the Fool Portfolio and a recent addition to the Monthly Relative Strength IFG Model reported continued growth in same-store sales last month. Total sales increased 26% over last year's period while same-store sales increased 9% compared to April's 3% increase. At least one analyst liked the numbers. Alex. Brown repeated its Buy rating on the stock. Both Thermo Electron and The Gap added a bit to the bottom lines of the Relative Strength portfolios today. A nice day all the way around for IFG. Fool on! Transmitted: 5/9/96	The Current IFG Stocks Quick & Reilly Group <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:BQR)") else Response.Write("(NYSE:BQR)") end if %> Green Tree Financial <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GNT)") else Response.Write("(NYSE:GNT)") end if %> Oracle <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") end if %> Sterling Software <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:SSW)") else Response.Write("(NYSE:SSW)") 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) Computer Associates <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CA)") else Response.Write("(NYSE:CA)") end if %>
Today's IFG Numbers INVESTING FOR GROWTH MODEL (5/9/96) Day Week Quarter Year History IFG 1.82% 1.69% 3.28% 2.74% 4079.94% DJIA 0.02% -0.05% -2.00% 7.00% 560.58% S&P 500 0.10% 0.59% -0.01% 4.79% 505.93% NASDAQ 0.39% 0.27% 7.85% 12.90% 702.48% Rec'd # Security In At Now Change 1/5/96 3183 CA 56.13 71.50 27.39% 7/8/95 3866 TLAB 48.00 58.00 20.83% 1/5/96 6252 ORCL 28.58 33.63 17.64% 4/5/96 4536 BIO/A 45.38 49.63 9.37% 4/5/96 7695 CKP 26.75 29.00 8.41% 4/5/96 5312 ROTC 38.75 40.50 4.52% 4/5/96 5758 DNEX 35.75 37.25 4.20% 4/5/96 5945 GNT 34.63 32.50 -6.14% 4/5/96 3293 UNH 62.50 54.63 -12.60% 4/5/96 3525 MDT 58.38 50.13 -14.13% Rec'd # Security Cost Value Change 1/5/96 3183 CA $178,645.88 $227,584.50 $48,938.63 7/8/95 3866 TLAB $185,568.00 $224,228.00 $38,660.00 1/5/96 6252 ORCL $178,703.00 $210,223.50 $31,520.50 4/5/96 4536 BIO/A $205,821.00 $225,099.00 $19,278.00 4/5/96 7695 CKP $205,841.25 $223,155.00 $17,313.75 4/5/96 5312 ROTC $205,840.00 $215,136.00 $9,296.00 4/5/96 5758 DNEX $205,848.50 $214,485.50 $8,637.00 4/5/96 5945 GNT $205,845.63 $193,212.50 $(12,633.13) 4/5/96 3293 UNH $205,812.50 $179,880.13 $(25,932.38) 4/5/96 3525 MDT $205,771.88 $176,690.63 $(29,081.25) CASH $274.44 TOTAL $2,089,969.19 Transmitted: 5/9/96
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