Investing For Growth

What You'll Find Here | The IFG Approach Explained | The IFG Statistics Center
Monday, July 08, 1996
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, Ky. (July 8): Today marks the first trading session for the new portfolio holdings in the IFG models, and it wasn't particularly pretty. Let's run through the changes in the portfolios. In the Classic IFG model, there was a large turnover this quarter, with seven stocks getting replaced. The normal turnover each quarter is four or five stocks, so this update shows just how volatile some of the growth sectors have been. Oracle <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") end if %>, Computer Associates <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CA)") else Response.Write("(NYSE:CA)") end if %>, Bio-Rad Labs <% if gsSubBrand = "aolsnapshot" then Response.Write("(AMEX:BIO/A)") else Response.Write("(AMEX:BIO/A)") 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 %>, Green Tree <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GNT)") else Response.Write("(NYSE:GNT)") end if %>, and United HealthCare <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:UNH)") else Response.Write("(NYSE:UNH)") end if %> were dropped from the model portfolio. They were replaced by Quick & Reilly <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:BQR)") else Response.Write("(NYSE:BQR)") end if %>, Paychex <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:PAYX)") else Response.Write("(NASDAQ:PAYX)") end if %>, Mirage Resorts <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MIR)") else Response.Write("(NYSE:MIR)") end if %>, Three Com <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:COMS)") else Response.Write("(NASDAQ:COMS)") end if %>, Hewlett-Packard <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:HWP)") else Response.Write("(NYSE:HWP)") end if %>, SCI Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SCIS)") else Response.Write("(NASDAQ:SCIS)") end if %>, and Nichols Research <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:NRES)") else Response.Write("(NASDAQ:NRES)") end if %>. For more details on any of these stocks, check out the brief profiles for them, available when you click on any of their names in the Current IFG list on the area's main page. This weekend also marked the update for both the monthly and quarterly Relative Strength experimental versions of Investing For Growth. Interestingly, for the second quarter in a row, the Relative Strength portfolio dumped a stock that the Classic model was just adding. In this case, it happened with both Quick & Reilly and Mirage Resorts. Whether this means the Relative Strength approach recognizes and then releases stocks sooner than the Classic approach remains to be seen, but if the outperformance of the Relative Strength version in 1996 is any indication, it seems a distinct possibility. The holdings in the new Relative Strength models include Checkpoint Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CKP)") else Response.Write("(NYSE:CKP)") end if %>, Claire's Stores <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CLE)") else Response.Write("(NYSE:CLE)") end if %>, Ross Stores <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ROST)") else Response.Write("(NASDAQ:ROST)") end if %>, Nike <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:NKE)") else Response.Write("(NYSE:NKE)") end if %>, Nautica Enterprises <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:NAUT)") else Response.Write("(NASDAQ:NAUT)") 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 %>, The Gap <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GPS)") else Response.Write("(NYSE:GPS)") end if %>, Oracle <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") end if %>, and Nichols Research <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:NRES)") else Response.Write("(NASDAQ:NRES)") end if %>. As always, we'll keep you posted on the progress of all the portfolios in the IFG Statistics Center each week. Transmitted: 7/8/96	The Current IFG Stocks RoTech Medical <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ROTC)") else Response.Write("(NASDAQ:ROTC)") 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 %> Mirage Resorts <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MIR)") else Response.Write("(NYSE:MIR)") 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 %> Three Com <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:COMS)") else Response.Write("(NASDAQ:COMS)") end if %> Hewlett-Packard <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:HWP)") else Response.Write("(NYSE:HWP)") end if %> SCI Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SCIS)") else Response.Write("(NASDAQ:SCIS)") end if %>
Today's IFG Numbers INVESTING FOR GROWTH MODEL (7/8/96) Day Week Quarter Year History IFG -1.93% -1.93% -5.76% 1.13% 4014.45% DJIA -0.67% -0.67% -1.84% 8.48% 569.71% S&P 500 -0.77% -0.77% -2.72% 5.92% 512.44% NASDAQ -0.82% -0.82% -3.05% 9.19% 676.12% Bought # Stock In At Now Change 7/8/95 3866 TLAB 48.00 61.00 27.08% 4/5/96 7695 CKP 26.75 31.13 16.36% 7/5/96 4153 PAYX 48.75 49.38 1.28% 7/5/96 6693 NRES 30.25 30.25 0.00% 7/5/96 2197 HWP 92.13 91.13 -1.09% 7/5/96 5077 SCIS 39.88 39.38 -1.25% 7/5/96 4562 COMS 44.38 43.00 -3.10% 7/5/96 8756 MIR 23.13 22.13 -4.32% 7/5/96 6402 BQR 31.63 30.13 -4.74% 4/5/96 10624 ROTC 19.38 18.00 -7.10% Bought # Stock Cost Value Change 7/8/95 3866 TLAB $185,568.00 $235,826.00 $50,258.00 4/5/96 7695 CKP $205,841.25 $239,506.88 $33,665.63 7/5/96 4153 PAYX $202,458.75 $205,054.38 $2,595.63 7/5/96 6693 NRES $202,463.25 $202,463.25 $- 7/5/96 2197 HWP $202,398.63 $200,201.63 $(2,197.00) 7/5/96 5077 SCIS $202,445.38 $199,906.88 $(2,538.50) 7/5/96 4562 COMS $202,438.75 $196,166.00 $(6,272.75) 7/5/96 8756 MIR $202,482.50 $193,726.50 $(8,756.00) 7/5/96 6402 BQR $202,463.25 $192,860.25 $(9,603.00) 4/5/96 10624 ROTC $205,840.00 $191,232.00 $(14,608.00) CASH $279.44 TOTAL $2,057,223.19 Transmitted: 7/8/96
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