Investing For Growth

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Monday, December 23, 1996
The Daily IFG Report FOOL GLOBAL WIRE by Robert Sheard (MF DowMan) LEXINGTON, Kentucky (December 23) -- The gooroos are calling today's weak action for technology stocks more profit taking after Friday's options expirations. Maybe so, better prophets than I have made predictions and been wrong, so far be it from me to ascribe a real cause to overall market movements. The one bit of news I can pass on isn't good for our Investing for Growth doghouse. Claire's Stores got even doggier today after the company announced flat same-store sales for last week. The demise of Claire's Stores brings up one of the advantages I feel the IFG variations have over the original model. By focusing on such things as relative strength and earnings growth, as well as updating one's holdings a bit more often, Claire's Stores would have been jettisoned a while ago. As it is, it continues to drag down the IFG portfolio to even more dismal 1996 returns. The good news, though, is that the Unemotional Growth 5- and 10-stock portfolios continue to thrive. Going into the final two weeks of the UG fiscal year (keep in mind these models go from the first Friday of the year to the first Friday of the next), the five-stock model is up 93% and the ten-stock model is up 47% (excluding dividends and trading costs). And over the last ten years, the five-stock model has recorded better than a 42% compound annual return (From January 1987 through December 1996). A $50,000 investment in 1987 at that rate of return would be worth almost $1.7 million just ten years later. For those of you who have been tracking the Foolish Workshop file, I made an announcement this weekend that I'm going to reduce the number of times I post that file because of the amount of time it takes to compile the data. Since all of the screens we'll be following going into 1997 will track monthly, quarterly, semi-annual, and annual returns, I'll update that file on the first Friday of each month. I'll continue to post the current UG portfolio rankings, however, on a weekly basis for those of you tracking that approach. (Join in the fun. The Thoroughbred Stock Challenge has already received entries from all over the world. Should be a lot of fun, and best of all, it doesn't cost you anything. Entries will be accepted for the January challenge up until the opening bell on January 2.)	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 %> Oracle Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq:ORCL)") else Response.Write("(Nasdaq:ORCL)") end if %> Last Update: 12/20/96
Today's IFG Numbers Stock Change Bid ------------------- COMS - 7/16 76.44 TLAB - 7/8 37.75 SCIS + 3/8 48.25 ADCT -1 31.00 MIR --- 21.63 KO - 3/8 52.50 NAUT -1 3/4 26.75 GNT -1 38.25 NKE - 1/2 61.00 CLE -2 5/8 11.88 Day Month Year History IFG -2.60% -6.90% 5.18% 4179.34% DJIA +0.07% -0.50% 26.81% 682.90% S&P 500 -0.26% -1.50% 21.27% 601.21% NASDAQ -0.70% -1.01% 21.61% 764.42% Rec'd # Stock In At Now Change 7/5/96 4562 COMS 44.38 76.44 72.25% 7/8/95 7732 TLAB 24.00 37.75 57.29% 7/5/96 5077 SCIS 39.88 48.25 21.00% 10/4/96 4001 KO 50.00 52.50 5.00% 10/4/96 3218 NKE 62.13 61.00 -1.81% 10/4/96 6250 ADCT 32.00 31.00 -3.13% 7/5/96 8756 MIR 23.13 21.63 -6.49% 10/4/96 4879 GNT 41.00 38.25 -6.71% 10/4/96 6063 NAUT 33.00 26.75 -18.94% 10/4/96 9642 CLE 20.75 11.88 -42.77% Rec'd # Stock In At Value Change 7/5/96 4562 COMS 202438.75 348707.88 $146269.13 7/8/95 7732 TLAB 185568.00 291883.00 $106315.00 7/5/96 5077 SCIS 202445.38 244965.25 $42519.88 10/4/96 4001 KO 200050.00 210052.50 $10002.50 10/4/96 3218 NKE 199918.25 196298.00 -$3620.25 10/4/96 6250 ADCT 200000.00 193750.00 -$6250.00 7/5/96 8756 MIR 202482.50 189348.50 -$13134.00 10/4/96 4879 GNT 200039.00 186621.75 -$13417.25 10/4/96 6063 NAUT 200079.00 162185.25 -$37893.75 10/4/96 9642 CLE 200071.50 114498.75 -$85572.75 CASH $1359.79 TOTAL $2139670.67 Transmitted: 12/23/96

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