Investing For Growth

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Wednesday, May 15, 1996
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, Ky. (May 15): In a teaser for this coming Monday, Oracle <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") end if %>, IBM <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:IBM)") else Response.Write("(NYSE:IBM)") end if %> and Sun Microsystems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SUNW)") else Response.Write("(NASDAQ:SUNW)") end if %> announced a "major" press conference regarding the future of network computing. The conference will be held from 10:00 a.m. - 11:00 a.m. (Pacific time? The release doesn't say) at the Westin St. Francis Hotel in San Francisco. I'll summarize the details in Monday's write-up. Any Fools in the San Francisco want to crash the party and report back, we'd love to hear from you. IFG's other software maker, Computer Associates <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CA)") else Response.Write("(NYSE:CA)") end if %> announced today that it is now shipping the next generation of its CA-Unicenter product for managing software throughout the computer systems of large enterprises. The new product, CA-Unicenter TNG (The Next Generation) [any doubt some of these guys are Trekkies?] allows system administrators to view a three-dimensional representation of all the computers and related equipment on a company's network. Drew Brosseau, who follows CA for Cowen & Co, had this to say about the future prospects: "The availability of CA-Unicenter TNG should bolster this growth by broadening the appeal of CA-Unicenter." He estimates that revenues from the product will rise more than 90% for FY 1996 (ending in June) and approach $900 million in FY 1997. While CA continues to derive a majority of its revenues from supplying software to run centralized corporate mainframe computers (about 70% of revenues), CA-Unicenter is the flagship product in the faster growing market for decentralized client/server software. And finally for the IFG Model Portfolio, Merrill Lynch reiterated its Long-Term Accumulate rating for United HealthCare <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:UNH)") else Response.Write("(NYSE:UNH)") end if %>. It's up to you, I suppose, to figure out how to "accumulate" the stock without "buying" it. Thermo Electron <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:TMO)") else Response.Write("(NYSE:TMO)") end if %>, a holding in the Relative Strength model portfolio, continues its acquisitive ways. Yesterday the company announced that it's picking up privately held Medical Data Electronics for an undisclosed sum. Medical Data manufactures patient-monitoring systems, with 1995 sales of $34 million. Transmitted: 5/15/96	The Current IFG Stocks RoTech Medical <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ROTC)") else Response.Write("(NASDAQ:ROTC)") end if %> 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 %> 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 %> Mirage Resorts <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MIR)") else Response.Write("(NYSE:MIR)") end if %> Tellabs <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:TLAB)") else Response.Write("(NASDAQ:TLAB)") end if %> Medtronic <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MDT)") else Response.Write("(NYSE:MDT)") end if %> Bio-Rad Labs (ASE:BIO/A) Oracle <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") end if %>
Today's IFG Numbers INVESTING FOR GROWTH MODEL (5/15/96) Day Week Quarter Year History IFG 0.76% 3.08% 8.81% 8.24% 4303.67% DJIA 0.01% 1.94% 0.69% 9.93% 578.71% S&P 500 -0.03% 2.04% 3.09% 8.04% 524.69% NASDAQ -0.08% 2.56% 12.00% 17.24% 733.37% Rec'd # Security In At Now Change 1/5/96 3183 CA 56.13 78.25 39.42% 7/8/95 3866 TLAB 48.00 64.00 33.33% 1/5/96 6252 ORCL 28.58 34.50 20.70% 4/5/96 4536 BIO/A 45.38 52.25 15.15% 4/5/96 7695 CKP 26.75 30.75 14.95% 4/5/96 5312 ROTC 38.75 43.00 10.97% 4/5/96 5758 DNEX 35.75 37.00 3.50% 4/5/96 5945 GNT 34.63 33.38 -3.61% 4/5/96 3525 MDT 58.38 55.25 -5.35% 4/5/96 3293 UNH 62.50 55.00 -12.00% Rec'd # Security Cost Value Change 1/5/96 3183 CA $178,645.88 $249,069.75 $70,423.88 7/8/95 3866 TLAB $185,568.00 $247,424.00 $61,856.00 1/5/96 6252 ORCL $178,703.00 $215,694.00 $36,991.00 4/5/96 4536 BIO/A $205,821.00 $237,006.00 $31,185.00 4/5/96 7695 CKP $205,841.25 $236,621.25 $30,780.00 4/5/96 5312 ROTC $205,840.00 $228,416.00 $22,576.00 4/5/96 5758 DNEX $205,848.50 $213,046.00 $7,197.50 4/5/96 5945 GNT $205,845.63 $198,414.38 $(7,431.25) 4/5/96 3525 MDT $205,771.88 $194,756.25 $(11,015.63) 4/5/96 3293 UNH $205,812.50 $181,115.00 $(24,697.50) CASH $274.44 TOTAL $2,201,837.07 Transmitted: 5/15/96
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