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Monday, June 10, 1996
The Daily IFG Report

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

LEXINGTON, Ky. (June 10): Talk about guilt by association! When Humana <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:HUM)") else Response.Write("(NYSE:HUM)") end if %> warned last week that its earnings would disappoint expectations, the entire managed care industry felt a shot across the bow. But for IFG stock United Healthcare <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:UNH)") else Response.Write("(NYSE:UNH)") end if %> today's additional $2 drop seems a little out of line. Humana dropped again today when Hambrecht & Quist cut its rating on the stock, but the analyst went on to state that Humana's problems were company-specific, not endemic to the entire managed care industry. It even reiterated a specific Strong Buy recommendation on United Healthcare, but to no avail for IFG investors. This stock, already bound in chains in the IFG cellar, got punished again.

I didn't come across any news today for another of the IFG healthcare stocks, RoTech Medical <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ROTC)") else Response.Write("(NASDAQ:ROTC)") end if %>, but the stock plunged nearly 12%, suggesting that something will show up on the news wires soon. It may turn out to be nothing more than further guilt by association, but a 12% drop seems a little extreme for that.

On the bounce-back trail, Checkpoint Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CKP)") else Response.Write("(NYSE:CKP)") end if %> rallied today from last week's sell-off in every stock associated with the Cabot Market Newsletter with the help of an Alex. Brown upgrade to Strong Buy from Buy.

And finally, that PR machine we know and love as Oracle Corp <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") end if %> flooded the wires with stories of new products, new customers, new Arch Deluxes in the board room (oops, sorry, that's not Oracle, that's my kitchen).

Of the several releases, perhaps the most new-worthy is Oracle's announcement of Training Administration, an industrial-strength, client/server training module designed to help companies build the skill sets of their employees, customers and third-party organizations. Unlike other enterprise-wide training applications, Oracle's new offering is available as a stand-alone module, or can be fully integrated with Oracle Human Resources to handle high volumes of student records and event information. In addition, Oracle Training Administration's financial model supports training business decisions with links to Oracle Financials.

Transmitted: 6/10/96

The Current IFG Stocks

RoTech Medical
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ROTC)") else Response.Write("(NASDAQ:ROTC)") end if %>

Green Tree Financial
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GNT)") else Response.Write("(NYSE:GNT)") end if %>

Paychex
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:PAYX)") else Response.Write("(NASDAQ:PAYX)") end if %>

Tellabs
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:TLAB)") else Response.Write("(NASDAQ:TLAB)") end if %>

Quick & Reilly Group
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:BQR)") else Response.Write("(NYSE:BQR)") 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 %>

Medtronic
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MDT)") else Response.Write("(NYSE:MDT)") end if %>

Bio-Rad Labs
(ASE:BIO/A)

Today's IFG Numbers
INVESTING FOR GROWTH MODEL (6/10/96)  



           Day    Week   Quarter  Year   History

IFG      -1.02%  -1.02%   6.37%   5.82%  4205.13%

DJIA     -0.16%  -0.16%   1.80%  11.15%   586.24%

S&P 500  -0.17%  -0.17%   4.13%   9.13%   531.02%

NASDAQ    0.02%   0.02%  11.68%  16.91%   730.99%





Rec'd    #  Security In At   Now    Change



4/5/96  7695  CKP    26.75  36.50   36.45%

7/8/95  3866  TLAB   48.00  63.75   32.81%

1/5/96  3183  CA     56.13  69.00   22.94%

4/5/96  6804  BIO/A  30.25  36.00   19.01%

1/5/96  6252  ORCL   28.58  33.19   16.11%

4/5/96  5758  DNEX   35.75  36.75    2.80%

4/5/96  3525  MDT    58.38  56.75   -2.78%

4/5/96  5945  GNT    34.63  32.00   -7.58%

4/5/96 10624  ROTC   19.38  17.25  -10.97%

4/5/96  3293  UNH    62.50  50.88  -18.60%



Rec'd    #  Security      Cost        Value       Change



4/5/96  7695  CKP     $205,841.25  $280,867.50   $75,026.25  

7/8/95  3866  TLAB    $185,568.00  $246,457.50   $60,889.50  

1/5/96  3183  CA      $178,645.88  $219,627.00   $40,981.13  

4/5/96  6804  BIO/A   $205,821.00  $244,944.00   $39,123.00  

1/5/96  6252  ORCL    $178,703.00  $207,488.25   $28,785.25  

4/5/96  5758  DNEX    $205,848.50  $211,606.50    $5,758.00  

4/5/96  3525  MDT     $205,771.88  $200,043.75   $(5,728.13) 

4/5/96  5945  GNT     $205,845.63  $190,240.00  $(15,605.63) 

4/5/96 10624  ROTC    $205,840.00  $183,264.00  $(22,576.00) 

4/5/96  3293  UNH     $205,812.50  $167,531.38  $(38,281.13) 



      CASH           $497.25       

      TOTAL    $2,152,567.13         







Transmitted: 6/10/96

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