Investing For Growth

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Thursday, September 12, 1996
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, KY. (September 12): Wouldn't you know it? The best day the IFG portfolio has had in months, and I virtually missed it. I decided to spend today working at the library on my investment models and left the house a few minutes after the market opened. So, before I left I noticed a small gain, but nothing to suggest the Nasdaq was going to explode to the upside the rest of the day. And fortunately for IFG investors, when the Nasdaq is strong, so usually is the IFG basket of holdings. Today we were ten-for-ten. That's right, a clean sweep. And I'm not talking sixteenths and eighths; I mean big moves! The funny thing is I can't find any news stories yet to explain the jumps, although some of them are large enough where there's bound to be some news coming. For example, Checkpoint Systems was up more than 13%. I don't yet know why, though. I asked my secretary to see if she could find out, but then my wife informed me that I don't have a secretary, so I guess I'll have to wait until something shows up on the AOL News service. Other big movers include SCI Systems (up 4.0%), Nichols Research (up 3.2%), and Tellabs (up 2.7%). I normally counsel investors not to watch the news day by day if it makes them jumpy. The whole thesis behind the research and modeling I do is that the Unemotional Investor wins the war by ignoring the daily battles. But on days like today, it wouldn't have hurt to break my own rule and watch the ticker tape go by. It's a rare day when the model goes 10-for-10 (in the right direction). And tomorrow it could give it all back. For tonight, though, we're going to celebrate while the celebrating's good. Stay Foolish! Transmitted: 9/12/96	The Current IFG Stocks Coca-Cola <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:KO)") else Response.Write("(NYSE:KO)") end if %> Quick & Reilly Group <% 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 %> Nautica Enterprises <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:NAUT)") else Response.Write("(NASDAQ:NAUT)") 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 %> SCI Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SCIS)") else Response.Write("(NASDAQ:SCIS)") end if %> Nike <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:NKE)") else Response.Write("(NYSE:NKE)") end if %> Claire's Stores <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CLE)") else Response.Write("(NYSE:CLE)") end if %> The Gap <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GPS)") else Response.Write("(NYSE:GPS)") end if %>
Today's IFG Numbers INVESTING FOR GROWTH MODEL (9/12/96) Day Week Quarter Year History IFG 3.16% 2.79% -0.98% 6.00% 4212.80% DJIA 0.30% 1.98% 2.07% 12.80% 596.39% S&P 500 0.58% 2.36% 0.07% 8.96% 530.05% NASDAQ 1.03% 2.32% -1.62% 10.80% 687.60% Bought # Stock In At Now Change 7/8/95 3866 TLAB 48.00 67.50 40.63% 4/5/96 7695 CKP 26.75 33.13 23.83% 7/5/96 5077 SCIS 39.88 48.25 21.00% 7/5/96 4562 COMS 44.38 49.38 11.27% 7/5/96 6693 NRES 30.25 32.75 8.26% 7/5/96 4153 PAYX 48.75 52.25 7.18% 7/5/96 8756 MIR 23.13 23.75 2.70% 7/5/96 4394 HWP 46.06 44.63 -3.12% 7/5/96 6402 BQR 31.63 28.38 -10.28% 4/5/96 10624 ROTC 19.38 13.88 -28.39% Bought # Stock Cost Value Change 7/8/95 3866 TLAB $185,568.00 $260,955.00 $75,387.00 4/5/96 7695 CKP $205,841.25 $254,896.88 $49,055.63 7/5/96 5077 SCIS $202,445.38 $244,965.25 $42,519.88 7/5/96 4562 COMS $202,438.75 $225,248.75 $22,810.00 7/5/96 6693 NRES $202,463.25 $219,195.75 $16,732.50 7/5/96 4153 PAYX $202,458.75 $216,994.25 $14,535.50 7/5/96 8756 MIR $202,482.50 $207,955.00 $5,472.50 7/5/96 4394 HWP $202,398.63 $196,082.25 $(6,316.38) 7/5/96 6402 BQR $202,463.25 $181,656.75 $(20,806.50) 4/5/96 10624 ROTC $205,840.00 $147,408.00 $(58,432.00) CASH $1,040.78 TOTAL $2,156,398.66 Transmitted: 9/12/96
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