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Strategies & Market Trends : 56er's Portfolio Companion -- Ignore unavailable to you. Want to Upgrade?


To: Dave H who wrote (372)11/26/1997 12:06:00 AM
From: freelyhovering  Respond to of 492
 
Go for it BIG DAVE!!!!!!!! Myron



To: Dave H who wrote (372)11/26/1997 12:16:00 AM
From: Instock  Respond to of 492
 
Dave: Sounds great what you are doing. Looking forward to the results. Please keep me informed.

Thanks

Scott



To: Dave H who wrote (372)11/26/1997 12:56:00 AM
From: John_W  Respond to of 492
 
Dave H:

Your project will be very helpful for all of us. Thanks for taking it on . . .

Happy number crunching.

John W.



To: Dave H who wrote (372)11/26/1997 2:35:00 AM
From: Doug R  Read Replies (1) | Respond to of 492
 
Dave,

The way you are tackling the task at hand suggests to me that whomever signs your paycheck is getting a bargain! Go man go! (If you really feel feisty, do the stocks on post #1 of the "56" thread as well)

Doug R



To: Dave H who wrote (372)11/30/1997 6:44:00 PM
From: Dave H  Respond to of 492
 
POW Stock Tracking Summary Reports
-----------------------------------
Welcome to my first series of hopefully weekly updates on the POWs. The work is still in progress, but I've got a few ready to put up in almost complete form, so here it goes.

Here's what follows:

1) Raw POW performance on a week to week basis, this week going back 8 weeks, in the future going back 4 weeks.
I have also included the weekly IBD rankings for all stocks when available.
Note: This is purely raw data showing POW performance with no regard to when it was picked.

2) Raw POW performance on a month to month basis.

3) Raw POW performance on a quarter to quarter basis. Since this quarter hasn't ended yet, I will use Quarter to date (QTD) until we reach the end of the quarter.

4) A short term POW portfolio.
This tracks the POWs following these rules:
a) Buy the POW at the CLOSE on the day recommended
b) Sell the POW when the short term target is hit, or once 3 months have elapsed, whichever comes first.

Take a look at the total return for this portfolio -- it's quite amazing given it's only been in existence for 3 and a half months. Hats off to the DIS team for some truly tremendous work.

5) Coming soon: Intermediate & Long Term portfolios. IBD FA info for each POW stock compiled from each day of the week. Any teaks, enhancements, and corrections to the other portfolios.

Congrats again to the DIS team and the 56ers -- these stocks are great and a pleasure to track.

-dave



To: Dave H who wrote (372)11/30/1997 6:53:00 PM
From: Dave H  Read Replies (1) | Respond to of 492
 
POW Weekly Performance

POW 11/28/97 Change IBD 11/21/97 Change IBD 11/14/97 Change IBD 11/7/97 Change IBD 10/31/97 Change IBD 10/24/97 Change IBD 10/17/97 Change 10/10/97 Change 10/3/97
ABTE 8.13 -3% 75|33|B 8.38 10% 75|26|B 7.63 -11% 75|26|B 8.56 8% 75|28|B 7.94 -4% 75|24|B 8.25 -6% 75|23|B 8.75 -4% 9.16 -1% 9.25
APCO 6 1% 91|86|B 5.94 1% 91|85|C 5.88 3% 91|83|C 5.69 -3% 91|80|C 5.88 -2% 91|83|B 6 7% 89|84|A 5.63 13% 5 -4% 5.19
ATPX 13 -7% - 14 12% - 12.5 -15% - 14.75 -2% - 15 12% - 13.4 -7% - 14.4 0% 14.4 -6% 15.3
BLSC 4.81 -11% 69|83|B 5.38 5% 69|90|B 5.13 -2% 69|89|B 5.25 -5% 69|92|B 5.5 -8% 69|94|C 6 -6% 68|90|C 6.38 -14% 7.44 -1% 7.5
BOSCF 5.13 -5% - 5.38 0% - 5.38 0% - 5.38 7% - 5.03 -14% - 5.84 6% - 5.5 1% 5.44 4% 5.25
CADE 2.5 -3% 98|89|B 2.59 -6% 98|94|B 2.75 -9% 98|96|A 3.03 -5% 98|95|A 3.19 2% 98|98|A 3.13 3% 97|96|B 3.03 -12% 3.44 8% 3.19
DIGL 20.5 -11% 75|96|B 22.94 18% 75|98|B 19.38 1% 75|96|B 19.25 5% 75|96|B 18.25 -8% 75|94|B 19.88 15% 75|97|A 17.25 -2% 17.63 8% 16.25
HURC 8.5 1% 33|84|B| 8.44 -2% 33|80|B 8.63 -3% 33|88|B 8.88 6% 33|85|B 8.38 -3% 33|89|C 8.63 2% 33|82|B 8.5 -8% 9.25 11% 8.31
MLOG 7.13 0% 41|66|A| 7.13 6% 41|67|A 6.72 -6% 41|60|A 7.16 -1% 41|72|A 7.25 0% 41|66|B 7.25 -5% 42|80|A 7.63 -9% 8.38 22% 6.88
MTON 8.25 -3% 37|47|A 8.5 3% 37|42|B 8.25 -7% 37|31|B 8.88 -3% 37|46|B 9.13 4% 9|51|B 8.75 -7% 9|44|A 9.44 -9% 10.38 15% 9
NOIZ 2.75 10% - 2.5 -9% - 2.75 -23% - 3.56 2% - 3.5 4% - 3.38 8% - 3.13 -4% 3.25 30% 2.5
RADAF 15.63 -1% 75|99|A| 15.81 12% 75|99|A 14.13 1% 75|99|A 14 0% 75|99|A 14 0% 75|99|A 13.94 6% 75|99|A 13.13 7% 12.25 13% 10.88
RECY 7.81 -4% 50|99|A 8.13 17% 50|99|A 6.94 -1% 50|99|A 7 17% 50|99|A 6 -4% 50|99|A 6.25 16% 50|99|A 5.41 -10% 6.03 -4% 6.25
RLLY 3.5 -12% 22|79|B 3.97 22% 22|81|B 3.25 -20% 22|76|A 4.06 0% 31|83|A 4.06 10% 31|76|A 3.69 -2% 31|47|A 3.75 2% 3.69 18% 3.13
SEEQ 3.5 3% 68|86|A 3.41 -4% 68|87|A 3.56 -14% 69|92|A 4.13 3% 68|94|A 4 15% 46|91|B 3.47 3% 46|91|B 3.38 -8% 3.66 23% 2.97
TRIBY 2.31 -6% - 2.47 -4% - 2.56 1% - 2.53 -1% - 2.56 -9% - 2.81 1% - 2.78 1% 2.75 0% 2.75
VCR 2.44 -7% 71|79|B 2.63 14% 71|86|A 2.31 -8% 71|78|A 2.5 0% 71|97|B 2.5 -2% 71|86|B 2.56 2% 71|91|A 2.5 17% 2.13 -3% 2.19
TOTAL: -59% 95% -113% 28% -7% 36% -40% 135%

IBD Rankings: EPS|RS|A/D|k
1) EPS (Earnings Per Share): 1-100
2) RS (Relative Strength): 1-100
3) A/D (Accumulation/Distribution): A-E
4) k = quarterly earnings due within 2 weeks
NOTE: IBD Rankings are for prior day (Thursday's close) for all dates prior to 11/28/97
No IBD Rankings are available for NASDAQ Small Cap Market Stocks



To: Dave H who wrote (372)11/30/1997 6:55:00 PM
From: Dave H  Read Replies (1) | Respond to of 492
 
POW Monthly Performance

POW 11/28/97 Change IBD 10/31/97 Change IBD 9/30/97
ABTE 8.13 2% 75|33|B 7.94 -19% 75|24|B 9.81
APCO 6 2% 91|86|B 5.88 16% 91|83|B 5.06
ATPX 13 -13% - 15 -4% - 15.6
BLSC 4.81 -13% 69|83|B 5.5 -15% 69|94|C 6.5
BOSCF 5.13 2% - 5.03 1% - 5
CADE 2.5 -22% 98|89|B 3.19 -8% 98|98|A 3.47
DIGL 20.5 12% 75|96|B 18.25 12% 75|94|B 16.25
HURC 8.5 1% 33|84|B| 8.38 0% 33|89|C 8.38
MLOG 7.13 -2% 41|66|A| 7.25 9% 41|66|B 6.63
MTON 8.25 -10% 37|47|A 9.13 0% 9|51|B 9.13
NOIZ 2.75 -21% - 3.5 40% - 2.5
RADAF 15.63 12% 75|99|A| 14 27% 75|99|A 11
RECY 7.81 30% 50|99|A 6 1% 50|99|A 5.94
RLLY 3.5 -14% 22|79|B 4.06 23% 31|76|A 3.31
SEEQ 3.5 -13% 68|86|A 4 27% 46|91|B 3.16
TRIBY 2.31 -10% - 2.56 -7% - 2.75
VCR 2.44 -2% 71|79|B 2.5 11% 71|86|B 2.25
TOTAL: -57% 114%



To: Dave H who wrote (372)11/30/1997 6:58:00 PM
From: Dave H  Read Replies (1) | Respond to of 492
 
POW Quarterly Performance

POW QTD Change 9/30/97
ABTE 8.13 -17% 9.81
APCO 6 19% 5.06
ATPX 13 -17% 15.6
BLSC 4.81 -26% 6.5
BOSCF 5.13 3% 5
CADE 2.5 -28% 3.47
DIGL 20.5 26% 16.25
HURC 8.5 1% 8.38
MLOG 7.13 8% 6.63
MTON 8.25 -10% 9.13
NOIZ 2.75 10% 2.5
RADAF 15.63 42% 11
RECY 7.81 31% 5.94
RLLY 3.5 6% 3.31
SEEQ 3.5 11% 3.16
TRIBY 2.31 -16% 2.75
VCR 2.44 8% 2.25
TOTAL 51%



To: Dave H who wrote (372)11/30/1997 7:30:00 PM
From: Dave H  Read Replies (2) | Respond to of 492
 
Dave's Short Term POW Portfolio
Position opens at closing price on date recommended
Position closes when target is hit or 3 months passes, whichever comes first
Positions open with $1000

POW Open Date 11/28/97 Change Gain/Loss Target Limit Date
ABTE 8 9/16 11/24/97 8.13 -5.05% -$50.51 10 2/24/98
VCR 2 5/8 11/18/97 2.44 -7.05% -$70.48 3 13/16 2/18/98
DIGL 18 3/4 11/12/97 20.5 9.33% $93.33 28 2/12/98
RLLY 4 1/2 11/3/97 3.5 -22.22% -$222.22 6 2/3/98
NOIZ 3 3/4 10/29/97 2.75 -26.67% -$266.67 4 1/4 1/29/98
APCO 6 5/32 10/22/97 6 -2.54% -$25.38 8 5/8 1/22/98
TRIBY 2 29/32 10/20/97 2.31 -20.52% -$205.16 3 7/8 1/20/98
RADAF 13 1/4 10/13/97 15.63 17.96% $179.62 17 1/13/98
MLOG 8 3/4 10/9/97 7.13 -18.51% -$185.14 12 1/9/98
BOSCF 5 3/4 10/6/97 5.13 -10.78% -$107.83 7 1/2 1/6/98
MTON 8 15/16 9/15/97 8.25 -7.69% -$76.92 ? 12/15/97
RECY 2 15/16 9/8/97 7.81 165.87% $1,658.72 ? 12/8/97
TOTAL $721.37

POW Open Date Close Date Change Gain/Loss Target
BLSC 6 5/8 9/29/97 7 1/2 10/3/97 13.21% $132.08 7 1/2
SEEQ 2 27/32 9/2/97 4 10/31/97 40.66% $406.59 4
ATPX 15 19/328/19/97 14 1/8 11/19/97 -9.42% -$94.19 20
CADE 2 1/32 8/8/97 3 1/32 11/7/97 49.23% $492.31 4
HURC
TOTAL $ 936.79

Portfolio Value Basis: $16,000.00
Current Portfolio Value: $17,658.16
Gain/Loss: $ 1,658. 10.4%