Investing For Growth

What You'll Find Here | The IFG Approach Explained | The Statistics Center | The Archives
Monday, December 09, 1996
The Daily IFG Report FOOL GLOBAL WIRE by Robert Sheard (MF DowMan) LEXINGTON, KY. (December 9) -- Welcome back semiconductors! That's right, those darlings of early 1995, which rapidly became the goats of late 1995 and early 1996 (those of you who remember the fanfare surrounding Micron Technology last year know what I mean), are storming back of late. And today, in anticipation of another strengthening book-to-bill ratio scheduled for Wednesday, the sector was exceedingly strong, boosting the technology-heavy Nasdaq Composite the equivalent of 140 Dow points. (The book-to-bill ratio is the semiconductor industry's measure of demand, comparing order growth, or bookings, to sales and shipments, or billings. In theory, the higher the ratio, the stronger the demand.) If you haven't followed this IFG area closely in recent weeks or months, like everything else, it's always in flux. And this weekend, I posted a new experimental file I'd like to call your attention to: Foolish Workshop. A lot of my research into growth models has been predicated on identifying screening elements one can use quickly and easily to generate a field of stocks to pursue further. As more and more readers have entered the collaborative spirit, there's been increasing interest in testing varied ideas, but alas, precious little time for the testing. So rather than try to do it in isolation, we've gradually built up a core of raw material for readers to play with on their own and in groups. The Foolish Workshop file is such an experiment. What I'm posting there is simply an extension of what I had been posting in a couple of other spots already (like IFG message folders, the principles contained in my IFG Primer, the Unemotional Growth file, and the like), and a few new data points as well. The purpose is not to present these screens and data as ready-made investment models (most of them have no historical records). The data is simply there for us to analyze, combine, scrutinize, the works. As Martha Stewart might say, I hope it's a "very good thing." Fool On!	The Current IFG Stocks 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 %> 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: 12/06/96
Today's IFG Numbers Stock Change Bid ------------------- COMS +1 3/16 80.13 TLAB --- 45.25 SCIS + 1/8 55.13 ADCT +1 3/4 35.75 MIR - 1/4 23.25 KO +1 1/4 50.25 NAUT + 1/8 33.13 GNT + 5/8 39.00 NKE +1 1/8 57.00 CLE -1 1/2 15.75 Day Month Year History IFG +0.55% 2.27% 15.54% 4600.83% DJIA +1.28% -0.89% 26.32% 679.88% S&P 500 +1.37% -0.96% 21.73% 603.87% NASDAQ +2.22% 1.83% 25.10% 789.25% Rec'd # Stock In At Now Change 7/8/95 7732 TLAB 24.00 45.25 88.54% 7/5/96 4562 COMS 44.38 80.13 80.56% 7/5/96 5077 SCIS 39.88 55.13 38.24% 10/4/96 6250 ADCT 32.00 35.75 11.72% 7/5/96 8756 MIR 23.13 23.25 0.54% 10/4/96 4001 KO 50.00 50.25 0.50% 10/4/96 6063 NAUT 33.00 33.13 0.38% 10/4/96 4879 GNT 41.00 39.00 -4.88% 10/4/96 3218 NKE 62.13 57.00 -8.25% 10/4/96 9642 CLE 20.75 15.75 -24.10% Rec'd # Stock In At Value Change 7/8/95 7732 TLAB 185568.00 349873.00 $164305.00 7/5/96 4562 COMS 202438.75 365530.25 $163091.50 7/5/96 5077 SCIS 202445.38 279869.63 $77424.25 10/4/96 6250 ADCT 200000.00 223437.50 $23437.50 7/5/96 8756 MIR 202482.50 203577.00 $1094.50 10/4/96 4001 KO 200050.00 201050.25 $1000.25 10/4/96 6063 NAUT 200079.00 200836.88 $757.88 10/4/96 4879 GNT 200039.00 190281.00 -$9758.00 10/4/96 3218 NKE 199918.25 183426.00 -$16492.25 10/4/96 9642 CLE 200071.50 151861.50 -$48210.00 CASH $672.07 TOTAL $2350415.07 Transmitted: 12/9/96

Main Page Fool Wire Hall of Portfolios Fool's School Daily News Fool Mart Foolish Games Copyright©1996, The Motley Fool, All Rights Reserved. This material is for personal use only. Republication and redissemination, including posting to news groups, is expressly prohibited without the prior written consent of The Motley Fool, Inc. Legal Disclaimer, in fine print of course! Questions or Comments? [email protected]