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Thursday, October 31, 1996
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The Daily IFG Report

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

LEXINGTON, KY. (October 31): Even though a few gremlins got our site on AOL today (a few files mysteriously collapsed or vanished), they didn't play their pranks on the IFG holdings. Technology stocks posted big gains, with the Nasdaq gaining the equivalent of 75 Dow points.

As far as our model holdings go, it was sweet for a change in this sub-par year. 3Com continues its attack on higher ground with another point and a half today. Yesterday, 3Com's management painted a bright picture for the future and the stock soared. Also up strongly today were ADC Telecom and SCI Systems.

Tomorrow is the day when all of the monthly models get updated. (We actually do the updates over the weekend, but we use the rankings as of tomorrow's closing bell.) So, if you're following the monthly models and aren't quite sure how one rebalances all the positions, here's how the updates work.

After parsing out the new rankings, you would sell any of your current holdings that are not still among the top-ranked stocks on the new list. Then, calculate your total portfolio value and how much you would hold in each position to make them even. Adjust the positions in the stocks you're holding over from the last period (either buying or selling shares as needed to make the positions even), and then your remaining cash should allow you to buy the new stocks in even amounts.

One note of caution: don't spend a $20 or $30 commission adjusting a stock if it's only slightly out of balance. Use your judgment and recognize that close enough in this case is better than being perfect if it saves you some trades.

We'll post all the rankings changes in the IFG Statistics Center just as soon as their available this weekend. (For those of you reading on the Web site, it usually gets posted there on Monday.)

Transmitted: 10/31/96

The Current IFG Stocks

Nautica Enterprises
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:NAUT)") else Response.Write("(NASDAQ:NAUT)") end if %>

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

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

Three Com
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:COMS)") else Response.Write("(NASDAQ:COMS)") end if %>

Sun Microsystems
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:SUNW)") else Response.Write("(NYSE:SUNW)") end if %>

SCI Systems
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:SCIS)") else Response.Write("(NASDAQ:SCIS)") end if %>

Compaq Computer
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CPQ)") else Response.Write("(NYSE:CPQ)") end if %>

Claire's Stores
<% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CLE)") else Response.Write("(NYSE:CLE)") end if %>

Last Update: 10/28/96

Today's IFG Numbers 
      INVESTING FOR GROWTH MODEL (10/31/96)  

          Day    Week   Quarter  Year   History
IFG      1.16%   0.72%  -1.31%   9.72%  4364.12%
DJIA     0.60%   0.37%   2.50%  17.83%   627.45%
S&P 500  0.62%   0.62%   2.61%  14.50%   562.10%
NASDAQ   1.27%  -0.09%  -0.44%  16.10%   725.23%


Bought    #    Stock In At   Now   Change

7/8/95   3866  TLAB  48.00  85.13  77.34%
7/5/96   4562  COMS  44.38  67.63  52.39%
7/5/96   5077  SCIS  39.88  49.75  24.76%
10/4/96  3125  ADCT  64.00  68.38   6.84%
10/4/96  4001  KO    50.00  50.50   1.00%
10/4/96  4879  GNT   41.00  39.63  -3.35%
7/5/96   8756  MIR   23.13  22.00  -4.86%
10/4/96  3218  NKE   62.13  58.88  -5.23%
10/4/96  6063  NAUT  33.00  30.75  -6.82%
10/4/96  9642  CLE   20.75  17.00 -18.07%

Bought    #    Stock      Cost        Value       Change

7/8/95   3866  TLAB   $185,568.00  $329,093.25  $143,525.25  
7/5/96   4562  COMS   $202,438.75  $308,505.25  $106,066.50  
7/5/96   5077  SCIS   $202,445.38  $252,580.75   $50,135.38  
10/4/96  3125  ADCT   $200,000.00  $213,671.88   $13,671.88  
10/4/96  4001  KO     $200,050.00  $202,050.50    $2,000.50  
10/4/96  4879  GNT    $200,039.00  $193,330.38   $(6,708.63) 
7/5/96   8756  MIR    $202,482.50  $192,632.00   $(9,850.50) 
10/4/96  3218  NKE    $199,918.25  $189,459.75  $(10,458.50) 
10/4/96  6063  NAUT   $200,079.00  $186,437.25  $(13,641.75) 
10/4/96  9642  CLE    $200,071.50  $163,914.00  $(36,157.50) 

      CASH           $382.81       
      TOTAL    $2,232,057.81         




Transmitted: 10/31/96

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