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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (76094)	11/1/1998 7:51:00 PM
From: ayahuasca	Read Replies (1) \| Respond to of 176387

Below are all of the portfolios found in the Motely Fool Workshop. They are all described below. I found it interesting that one company in particular stood out throughout the various portfoilio strategies...... Workshop Screen Current Rankings Last Updated: October 30, 1998 All stocks listed here are in order according to the individual screen's ranking system. Unemotional Growth Starting with all of the stocks ranked 1 for Timeliness in the Value Line Investment Survey, select the ten (or five) with the highest EPS (earnings per share) percentile score in Investor's Business Daily. When it becomes necessary to break a tie, use the RS (relative strength) percentile score in Investor's Business Daily. This model has not been tested using an annual holding period. Using a monthly adjustment, however, it has returned 39% a year for a five-stock portfolio from 1987 through 1996. A ten-stock version has returned 30% a year on that same monthly cycle. Dell Computer (Nasdaq: DELL) Staples Inc. (Nasdaq: SPLS) Arterial Vascular (Nasdaq: AVEI) CKE Restaurants (NYSE: CKR) Paychex Inc. (Nasdaq: PAYX) Keane Inc. (AMEX: KEA) Lexmark Int'l 'A' (NYSE: LXK) U.S. Foodservice (NYSE: UFS) Cisco Systems (Nasdaq: CSCO) Lucent Technologies (NYSE: LU) Relative Strength -- IBD Method IBD: Starting with all of the stocks ranked 1 for Timeliness in the Value Line Investment Survey, select the ten (or five) with the highest RS (relative strength) percentile score in Investor's Business Daily. When it becomes necessary to break a tie, use the EPS (earnings per share) percentile score in Investor's Business Daily. This model has not been tested. Dell Computer (Nasdaq: DELL) EMC Corp. (NYSE: EMC) America Online (NYSE: AOL) Best Buy Co. (NYSE: BBY) AnnTaylor Stores (NYSE: ANN) Paychex Inc. (Nasdaq: PAYX) Nokia Corp. ADR (NYSE: NOK.A) Genzyme Corp. (Nasdaq: GENZ) National Computer (Nasdaq: NLCS) Vodafone Group ADR (NYSE: VOD) Relative Strength -- 26-Week Method 26 Week: Starting with all of the stocks ranked 1 for Timeliness in the Value Line Investment Survey, select the ten (or five) with the highest Total Return over the previous 26 weeks. This model has not been tested AnnTaylor Stores (NYSE: ANN) Dell Computer (Nasdaq: DELL) America Online (NYSE: AOL) Biogen Inc. (Nasdaq: BGEN0 Quiksilver Inc. (NYSE: ZQK0 EMC Corp. (NYSE: EMC) Roberts Pharmac. (NYSE: RPC) Nokia Corp. ADR (NYSE: NOK.A) Sun Microsystems (Nasdaq: SUNW) Apple Computer (Nasdaq: AAPL) Formula 90 Starting with all of the stocks ranked 1 for Timeliness in the Value Line Investment Survey, select the ten (or five) with the highest RS (relative strength) percentile score in Investor's Business Daily, provided the stocks also carry an EPS (earnings per share) percentile score in Investor's Business Daily of at least 90. Since 1987, the ten-stock variation of this model has returned 34% a year while the five-stock version has returned 33%. These impressive returns have been accompanied by very high inter-year volatility, however. Dell Computer (Nasdaq: DELL) EMC Corp. (NYSE: EMC) Paychex (Nasdaq: PAYX) Nokia Corp. ADR (NYSE: NOK.A) Genzyme (Nasdaq: GENZ) Staples Inc. (Nasdaq: SPLS) Lexmark Int'l 'A' (NYSE: LXK) US Foodservice (NYSE: UFS) Watson Pharm. (NYSE: WPI) American Power Conv. (Nasdaq: APCC) Low Price/Sales Starting with all of the stocks ranked 1 for Timeliness in the Value Line Investment Survey, reduce the field to those stocks which have Price/Sales ratios of less than 1.5. Then further reduce the field by including only those stocks with positive 12-month EPS growth. From the remaining stocks, select the ten (or five) with the highest returns over the previous 26 weeks. This specific model has not been tested, but it's a derivation of Jim O'Shaughnessy's very successful Cornerstone Growth approach. Quiksilver Inc. (NYSE: ZQK) U.S. Foodservice (NYSE: UFS) Wal-Mart Stores (NYSE: WMT) Eagle Hardware (Nasdaq: EAGL) Staples Inc. (Nasdaq: SPLS) Solectron Corp. (NYSE: SLR) Dycom Inds. (NYSE: DY) Kroger Co. (NYSE: KR) Ryland Group (NYSE: RYL) CVS Corp. (NYSE: CVS) Investing for Growth -- Classic (all candidates) Classic: Starting with the stocks listed on page 39 of Value Line's Summary & Index (High Growth Stocks), narrow the field to only those stocks which are ranked 1 for Timeliness. Select the ten with the best (lowest) Value Line Industry Rankings. When it becomes necessary to break a tie, turn first to Value Line's Estimated Growth rate, and second to the Historical Growth rate. All necessary data are included on page 39 of the Summary & Index. This model has not been tested using an annual holding period. Using a quarterly cycle, however, it has returned 24% a year from 1980 through 1997. DeVry Inc. (NYSE: DV) Omnicom Group (NYSE: OMC) Home Depot (NYSE: HD) Lowe's Cos. (NYSE: LOW) Centex Corp. (NYSE: CTX) BMC Software (Nasdaq: BMCS) Computer Sciences (NYSE: CSC) Fiserv Inc. (Nasdaq: FISV) Keane Inc. (AMEX: KEA) Microsoft Corp. (Nasdaq: MSFT) Oracle Corp. (Nasdaq: ORCL) Paychex Inc. (Nasdaq: PAYX) Champion Enterprises (NYSE: CHB) Biogen Inc. (Nasdaq: BGEN) Schering-Plough (NYSE: SGP) Amer. Power Conv. (Nasdaq: APCC) Cisco Systems (Nasdaq: CSCO) Dell Computer (Nasdaq: DELL) EMC Corp. (NYSE: EMC) Gerber Scientific (NYSE: GRB) Sun Microsystems (Nasdaq: SUNW) Tech Data (Nasdaq: TECD) ADAC Labs. (Nasdaq: ADAC) Biomet (Nasdaq: BMET) Sofamor Danek Group (NYSE: SDG) Kohl's Corp. (NYSE: KSS) Wal-Mart Stores (NYSE: WMT) Best Buy Co. (NYSE: BBY) Gap (The) Inc. (NYSE: GPS) TJX Companies (NYSE: TJX) Williams-Sonoma (NYSE: WSM) AEGON Ins. Group (NYSE: AEG) Helen of Troy Ltd. (Nasdaq: HELE) Vodafone Group ADR (NYSE: VOD) Southwest Airlines (NYSE: LUV) Century Tel. Enterprises (NYSE: CTL) CKE Restaurants (NYSE: CKR) Quiksilver Inc. (NYSE: ZQK) Kroger Co. (NYSE: KR) Safeway Inc. (NYSE: SWY) G&K Services 'A' (Nasdaq: GKSRA) Fifth Third Bancorp (Nasdaq: FITB0 Office Depot (NYSE: ODP) Staples Inc. (Nasdaq: SPLS) United Stationers (Nasdaq: USTR) Electronic Arts (Nasdaq: ERTS) Recoton Corp. (Nasdaq: RCOT) Solectron Corp. (NYSE: SLR) Symbol Technologies (NYSE: SBL) MacDermid Inc. (NYSE: MRD) Investing for Growth -- Relative Strength The field of stocks is identical to the Classic IFG model. But instead of sorting the stocks by Industry Ranking, sort them by the previous 26-Week Total Return. Then select the best ten (or five). This model has not been tested. Dell Computer (Nasdaq: DELL) Biogen Inc. (Nasdaq: BGEN) Quiksilver Inc. (NYSE: ZQK) EMC Corp. (NYSE: EMC) Sun Microsystems (Nasdaq: SUNW) ADAC Labs. (Nasdaq: ADAC) Paychex (Nasdaq: PAYX) AEGON Ins. Group (NYSE: AEG) Wal-Mart Stores (NYSE: WMT) American Power Conv. (Nasdaq: APCC) Keystone (all 30 candidates) Keystone: Starting with all of the American stocks ranked either 1 or 2 for Timeliness in the Value Line Investment Survey, narrow the field to the 30 stocks with the largest market capitalizations. Of those thirty chose the ten stocks (or five) with the highest total returns over the previous 26 weeks. From 1986 through 1997, the 10-stock version of this strategy has returned an annualized 25%. The five-stock version has returned 28%. Dell Computer (Nasdaq: DELL) America Online (NYSE: AOL) Philip Morris (NYSE: MO) EMC Corp. (NYSE: EMC) Wal-Mart Stores (NYSE: WMT) Schering-Plough (NYSE: SGP) Abbott Labs. (NYSE: ABT) Cisco Systems (Nasdaq: CSCO) Int'l Business Mach. (NYSE: IBM) Home Depot (NYSE: HD) Freddie Mac (NYSE: FRE) Warner-Lambert (NYSE: WLA) Medtronic Inc. (NYSE: MDT) BellSouth Corp. (NYSE: BLS) Time Warner (NYSE: TWX) Tyco Int'l Ltd. (NYSE: TYC) Johnson & Johnson (NYSE: JNJ) Microsoft Corp. (Nasdaq: MSFT) Fannie Mae (NYSE: FNM) Merck & Co. (NYSE: MRK) Lilly (Eli) (NYSE: LLY) Lucent Technologies (NYSE: LU) Oracle Corp (Nasdaq: ORCL) AirTouch Communic (NYSE: ATI) Gen'l Electric (NYSE: GE) U S West Inc. (NYSE: USW) First Union Corp. (NYSE: FTU) Pfizer Inc. (NYSE: PFE) Amer. Int'l Group (NYSE: AIG) Xerox Corp. (NYSE: XRX)