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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: porcupine --''''> who wrote (26)	3/3/1998 6:05:00 PM
From: porcupine --''''>	Respond to of 1722

Berney's Value Portfolio -- The First 3 Months: Well, the Model Portfolio celebrated its three month birthday. It is soundly stomping the S&P 500 Index, as follows: 11/21/97 CHG FR DESCRIPTION SYMBOL PRICE 02/20/98 BEGIN BUY & HOLD: INTEL INTC 80.25 91.81 14.41% CONTINENTAL HOMES CON 32.56 46.25 42.03% BEAR STEARNS BSC 41.75 43.38 3.89% BOWNE BNE 37.63 41.19 9.47% JEFFERIES GROUP (split) JEF 36.50 43.81 20.04% KAYDON KDN 33.94 38.19 12.52% ROBBINS & MYERS RBN 39.50 37.75 -4.43% DELL COMPUTER DELL 83.38 126.31 51.50% RAYMOND JAMES FIN'L RJF 35.44 40.13 13.22% ROSS STORES ROST 41.38 37.69 -8.91% 498.82 590.32 18.34% DIVIDEND YIELD 11-15: DU PONT DD 62.44 59.75 -4.30% UNION CARBIDE UK 44.81 46.94 4.74% GOODYEAR TIRE GT 61.19 68.94 12.67% SEARS, ROEBUCK S 47.38 55.06 16.23% MERCK MRK 94.56 124.69 31.86% 310.38 355.38 14.50% TOTAL MODEL PORTFOLIO 809.19 945.69 17.06% S&P 500 iNDEX 963.08 1,034.20 7.38% 7.4% SO FAR, SO GOOD! Berney