Investing For Growth

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Thursday, December 05, 1996
The Daily IFG Report FOOL GLOBAL WIRE by Robert Sheard (MF DowMan) LEXINGTON, Kentucky (December 5) -- Despite the volatility in the last few sessions, the Investing for Growth holdings have fared well this week. And today, three of the holdings really poured it on. Our two telecommunications equipment stocks, Tellabs and ADC Telecom, posted big gains today, adding to yesterday's move for Tellabs and reversing some of yesterday's major drop for ADC Telecom. In addition, 3Com continues to be the portfolio star, climbing more than $3 today as the result of an analyst comment. Hambrecht & Quist initiated coverage of 3Com today with a strong buy rating. In the commentary, H&Q predicted that 3Com would outpace the industry's growth rate of 30% to 50% a year. H&Q said "3Com is one of the few vendors offering a total solution in networking, especially at the mid-tier of the market, and is well-positioned with a world-class distribution channel." Their estimate for 3Com's fiscal 1997 earnings per share is $2.30 and for fiscal 1998, $3.08 a share. In a news release late yesterday, Mirage Resorts' CEO Robert Baldwin says that he's comfortable with the analyst projection of 26 cents per share for the fourth quarter. Last year in the same period, Mirage earned a split-adjusted 23 cents a share. Baldwin also backed analysts' estimates of $1.15 for 1997. The company earned a split-adjusted 89 cents in 1995. According to Baldwin, a good portion of the earnings growth will come from the Monte Carlo hotel and casino, a 51%-owned joint venture with Circus Circus that opened June 21. Looking ahead, tomorrow's Value Line issue is the one we use for the monthly updates for the several screens we follow here in the Investing for Growth area. So be sure to check in this weekend for the latest rankings for the IFG (Relative Strength) variation and the Unemotional Growth screen.	The Current IFG Stocks 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 %> Nautica Enterprises <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:NAUT)") else Response.Write("(NASDAQ:NAUT)") end if %> Three Com <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:COMS)") else Response.Write("(NASDAQ:COMS)") end if %> Western Digital <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:WDC)") else Response.Write("(NYSE:WDC)") end if %> Sun Microsystems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:SUNW)") else Response.Write("(NYSE:SUNW)") end if %> Compaq Computer <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CPQ)") else Response.Write("(NYSE:CPQ)") 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 %> Claire's Stores <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CLE)") else Response.Write("(NYSE:CLE)") end if %> Last Update: 11/29/96
Today's IFG Numbers Stock Change Bid ------------------- COMS +3 79.75 TLAB +2 1/2 44.75 SCIS - 3/8 54.88 ADCT +1 5/8 36.25 MIR - 1/8 24.50 KO - 1/4 49.25 NAUT -1 1/8 34.25 GNT - 1/2 38.13 NKE - 5/8 56.88 CLE --- 17.38 Day Month Year History IFG +1.19% 3.19% 16.58% 4642.91% DJIA +0.22% -1.30% 25.80% 676.64% S&P 500 -0.10% -1.67% 20.85% 598.82% NASDAQ +0.24% 0.58% 23.57% 778.34% Rec'd # Stock In At Now Change 7/8/95 7732 TLAB 24.00 44.75 86.46% 7/5/96 4562 COMS 44.38 79.75 79.72% 7/5/96 5077 SCIS 39.88 54.88 37.62% 10/4/96 6250 ADCT 32.00 36.25 13.28% 7/5/96 8756 MIR 23.13 24.50 5.95% 10/4/96 6063 NAUT 33.00 34.25 3.79% 10/4/96 4001 KO 50.00 49.25 -1.50% 10/4/96 4879 GNT 41.00 38.13 -7.01% 10/4/96 3218 NKE 62.13 56.88 -8.45% 10/4/96 9642 CLE 20.75 17.38 -16.27% Rec'd # Stock In At Value Change 7/5/96 4562 COMS 202438.75 363819.50 $161380.75 7/8/95 7732 TLAB 185568.00 346007.00 $160439.00 7/5/96 5077 SCIS 202445.38 278600.38 $76155.00 10/4/96 6250 ADCT 200000.00 226562.50 $26562.50 7/5/96 8756 MIR 202482.50 214522.00 $12039.50 10/4/96 6063 NAUT 200079.00 207657.75 $7578.75 10/4/96 4001 KO 200050.00 197049.25 -$3000.75 10/4/96 4879 GNT 200039.00 186011.88 -$14027.13 10/4/96 3218 NKE 199918.25 183023.75 -$16894.50 10/4/96 9642 CLE 200071.50 167529.75 -$32541.75 CASH $672.07 TOTAL $2371455.82 Transmitted: 12/5/96

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