Investing For Growth

What You'll Find Here | The IFG Approach Explained | The IFG Statistics Center
Wednesday, October 09, 1996
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, KY. (October 9): Without doubt, the big news for Investing for Growth today is the wonderful earnings posted by TELLABS <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:TLAB)") else Response.Write("(NASDAQ:TLAB)") end if %>. Up 68% over last year's third-quarter earnings, Tellabs posted $46.1 million (50 cents per share versus 30 cents last year). First Call consensus estimates were for only 42 cents per share. As a result, the stock soared some 8% today, even pulling the portfolio's other telecom equipment maker, ADC TELECOM <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ADCT)") else Response.Write("(NASDAQ:ADCT)") end if %>, up over 5%. After the blowout announcement, Wall Street analysts jumped on the bandwagon. Robinson-Humphrey Co. upgraded its near-term investment rating on Tellabs to "buy" from "market perform." Greg Mesniaeff, the Robinson-Humphrey analyst, said his firm maintained its long-term "buy" rating on Tellabs. He said the double "buy" rating is the equivalent of a "strong buy." Tellabs' strong performance in recent quarters has been triggered by its position in the cross-connect market, where by some estimates it has as much as a two-thirds market share. Since Tellabs joined the Investing For Growth portfolio on July 8, 1995, it's risen some 65%. None of the other IFG stocks posted any news today, but two other stocks made sizable moves. SCI SYSTEMS <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SCIS)") else Response.Write("(NASDAQ:SCIS)") end if %> continued its recent strength today with nearly a 3% gain. But CLAIRE'S STORES <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CLE)") else Response.Write("(NYSE:CLE)") end if %> offset it by slipping 3%. Transmitted: 10/9/96	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 (10/9/96) Day Week Quarter Year History IFG 1.44% 1.36% 3.38% 14.94% 4576.23% DJIA -0.61% -1.04% 0.82% 15.90% 615.53% S&P 500 -0.56% -0.67% 1.37% 13.12% 554.09% NASDAQ -0.17% -0.77% 0.90% 17.66% 736.36% Bought # Stock In At Now Change 7/8/95 3866 TLAB 48.00 79.00 64.58% 7/5/96 4562 COMS 44.38 66.50 49.86% 7/5/96 5077 SCIS 39.88 59.63 49.53% 7/5/96 8756 MIR 23.13 25.50 10.27% 10/4/96 3125 ADCT 64.00 68.25 6.64% 10/4/96 6063 NAUT 33.00 33.13 0.38% 10/4/96 4879 GNT 41.00 41.13 0.30% 10/4/96 4001 KO 50.00 49.75 -0.50% 10/4/96 1609 NKE 124.25 121.25 -2.41% 10/4/96 9642 CLE 20.75 20.13 -3.01% Bought # Stock Cost Value Change 7/8/95 3866 TLAB $185,568.00 $305,414.00 $119,846.00 7/5/96 4562 COMS $202,438.75 $303,373.00 $100,934.25 7/5/96 5077 SCIS $202,445.38 $302,716.13 $100,270.75 7/5/96 8756 MIR $202,482.50 $223,278.00 $20,795.50 10/4/96 3125 ADCT $200,000.00 $213,281.25 $13,281.25 10/4/96 6063 NAUT $200,079.00 $200,836.88 $757.88 10/4/96 4879 GNT $200,039.00 $200,648.88 $609.88 10/4/96 4001 KO $200,050.00 $199,049.75 $(1,000.25) 10/4/96 1609 NKE $199,918.25 $195,091.25 $(4,827.00) 10/4/96 9642 CLE $200,071.50 $194,045.25 $(6,026.25) CASH $382.81 TOTAL $2,338,117.19 Transmitted: 10/9/96
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