Investing For Growth

What You'll Find Here | The IFG Approach Explained | The IFG Statistics Center
Monday, October 07, 1996
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, KY. (October 7): With today's trading, the Classic Investing For Growth model portfolio begins a new quarter. And this weekend's update resulted in twelve trades. Held over from last quarter are Tellabs, Mirage Resorts, 3Com (which just re-entered the current rankings again this week), and SCI Systems. The six new stocks this quarter are Coca-Cola, Nautica Enterprises, Green Tree, Nike, ADC Telecom, and Claire's Stores. If you're following along with the Relative Strength variation, the current top ten now include ADC Telecom, Claire's Stores, Paychex, Nike, Tellabs, SCI Systems, Computer Associates, Nautica Enterprises, 3Com, and Ross Stores. And if you're following the new Unemotional Growth approach, the new holdings include PeopleSoft, Cisco Systems, 3Com, Parametric Technology, HBO & Co., JLG Industries, Mosinee Paper, Papa John's Int'l, Tommy Hilfiger, and Omnicare. For all of the rankings and details, check out the IFG Statistics Center. Each weekend I post an updated set of rankings for all of the growth models in that section. My trip to Minneapolis to research more history for the UG model was successful. The library had a complete archive of Investor's Business Daily papers back to August of 1986, so after I finish compiling the numbers for that data, we'll have just over 11 years of history for the approach. Of course, 11 years is still a far cry from the 25 or 30 I'd like to have ideally, but since IBD wasn't published until the mid 1980s, there's nothing we can do about that fact. The solace we can take is that this approach is still built upon a primary screen coming from Value Line, which *does* have a 30-year very successful record. If the UG approach turns out to be successful over the 11 years of data we now have, I'd have some measure of confidence in the approach because of that underlying 30-year history for Value Line. Either way, world-beater or 5-year wonder fluke, I'll post the results here as soon as I've finished compiling them (another 10 days to 2 weeks). For all of our future portfolios, I hope 1986 through 1991 was as great as 1992 through today has been. My Foolish thanks again to Sandy, Taxes, and Eloqnt for stepping in last week to write the daily reports. I appreciate their help tremendously. Stay Foolish! Transmitted: 10/7/96	The Current IFG Stocks Coca-Cola <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:KO)") else Response.Write("(NYSE:KO)") end if %> Nautica Enterprises <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:NAUT)") else Response.Write("(NASDAQ:NAUT)") end if %> Green Tree Financial <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GNT)") else Response.Write("(NYSE:GNT)") end if %> Nike <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:NKE)") else Response.Write("(NYSE:NKE)") end if %> Tellabs <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:TLAB)") else Response.Write("(NASDAQ:TLAB)") end if %> ADC Telecom <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ADCT)") else Response.Write("(NASDAQ:ADCT)") 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 %> SCI Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SCIS)") else Response.Write("(NASDAQ:SCIS)") end if %> Claire's Stores <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CLE)") else Response.Write("(NYSE:CLE)") end if %>
Today's IFG Numbers INVESTING FOR GROWTH MODEL (10/7/96) Day Week Quarter Year History IFG -0.19% -0.19% 1.80% 13.18% 4504.65% DJIA -0.22% -0.22% 1.66% 16.86% 621.47% S&P 500 0.27% 0.27% 2.34% 14.20% 560.33% NASDAQ 0.27% 0.27% 1.95% 18.89% 745.07% Bought # Stock In At Now Change 7/8/95 3866 TLAB 48.00 73.88 53.91% 7/5/96 4562 COMS 44.38 66.88 50.70% 7/5/96 5077 SCIS 39.88 55.56 39.34% 7/5/96 8756 MIR 23.13 26.25 13.51% 10/4/96 9642 CLE 20.75 21.00 1.20% 10/4/96 4001 KO 50.00 50.25 0.50% 10/4/96 1609 NKE 124.25 124.38 0.10% 10/4/96 4879 GNT 41.00 40.88 -0.30% 10/4/96 3125 ADCT 64.00 63.50 -0.78% 10/4/96 6063 NAUT 33.00 32.63 -1.14% Bought # Stock Cost Value Change 7/8/95 3866 TLAB $185,568.00 $285,600.75 $100,032.75 7/5/96 4562 COMS $202,438.75 $305,083.75 $102,645.00 7/5/96 5077 SCIS $202,445.38 $282,090.81 $79,645.44 7/5/96 8756 MIR $202,482.50 $229,845.00 $27,362.50 10/4/96 9642 CLE $200,071.50 $202,482.00 $2,410.50 10/4/96 4001 KO $200,050.00 $201,050.25 $1,000.25 10/4/96 1609 NKE $199,918.25 $200,119.38 $201.13 10/4/96 4879 GNT $200,039.00 $199,429.13 $(609.88) 10/4/96 3125 ADCT $200,000.00 $198,437.50 $(1,562.50) 10/4/96 6063 NAUT $200,079.00 $197,805.38 $(2,273.63) CASH $382.81 TOTAL $2,302,326.75 Transmitted: 10/7/96
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