Workshop Portfolio

Monday, December 29, 1997

The Daily Workshop Report
by Robert Sheard (TMF Sheard)

LEXINGTON, KY. (Dec. 29, 1997)

Now that I'm back in Lexington and have had a chance to download the new data and go over the rankings, I want to re-post this week's rankings for three reasons.

First, because of the changes in software and being on the road, I missed one stock in the Relative Strength rankings. Second, I now have the complete rankings for all of the Workshop screens and I want to consolidate them in a single report. And third, this is the final set of rankings for 1997, so I'll be using these groups of stocks come January 1 to launch our 1998 Workshop models. Make a note of these stocks, Fools. They're the ones we'll be following all year.

Deletions
Centocor (Nasdaq: CNTO)
Danka Business (Nasdaq: DANKY)
Smith International (NYSE: SII)
SunAmerica (NYSE: SAI)

Additions
ADC Telecom. (Nasdaq: ADCT)
Cisco Systems (Nasdaq: CSCO)
Storage Technology (NYSE: STK)
Texas Industries (NYSE: TXI)

Here are the current rankings for the Workshop models we'll be tracking throughout 1998:

Unemotional Growth
Dell Computer (Nasdaq: DELL)
HBO & Co. (Nasdaq: HBOC)
PeopleSoft (Nasdaq: PSFT)
AccuStaff Inc (NYSE: ASI)
ENSCO Int'l (NYSE: ESV)
Tidewater Inc. (NYSE: TDW)
Network Assoc. (Nasdaq: NETA)
Global Marine (NYSE: GLM)
CTS Corp. (NYSE: CTS)
CKE Restaurants (NYSE: CKR)

Investing for Growth (Classic Method)
HBO & Co. (Nasdaq: HBOC)
Iomega Corp. (NYSE: IOM)
Dell Computer (Nasdaq: DELL)
SCI Systems (NYSE: SCI)
Compaq Computer (NYSE: CPQ)
Adaptec (Nasdaq: ADPT)
Computer Associates (NYSE: CA)
Claire's Stores (NYSE: CLE)
The Gap (NYSE: GPS)
ADC Telecom. (Nasdaq: ADCT)
Franklin Resources (NYSE: BEN)
Price, T. Rowe (Nasdaq: TROW)
Dollar General (NYSE: DG)
Robert Half Int'l (NYSE: RHI)
ICN Pharmaceuticals (NYSE: ICN)
Linear Technology (Nasdaq: LLTC)
Nautica Enterprises (Nasdaq: NAUT)

Investing for Growth (Relative Strength Method)
ICN Pharmaceuticals (NYSE: ICN)
Gap (The)  Inc. (NYSE: GPS)
HBO & Co. (Nasdaq: HBOC)
Computer Associates (NYSE: CA)
Compaq Computer (NYSE: CPQ)
Dell Computer (Nasdaq: DELL)
Robert Half Int'l (NYSE: RHI)
Price (T. Rowe) Assoc. (Nasdaq: TROW)
Iomega Corp. (NYSE: IOM)
Franklin Resources (NYSE: BEN)

Relative Strength (IBD Method)
Best Buy Co. (NYSE: BBY)
Safeskin Corp. (Nasdaq: SFSK)
United Stationers (Nasdaq: USTR)
Allied Waste (Nasdaq: AWIN)
Standard Pacific Corp. (NYSE: SPF)
Whole Foods Market (Nasdaq: WFMI)
ICN Pharmaceuticals (NYSE: ICN)
Dime Bancorp (NYSE: DME)
Dell Computer (Nasdaq: DELL)
Canandaigua Brands 'A' (Nasdaq: CBRNA)

Relative Strength (26-Week Return Method)
Best Buy Co. (NYSE: BBY)
Safeskin Corp. (Nasdaq: SFSK)
ICN Pharmaceuticals (NYSE: ICN)
United Stationers (Nasdaq: USTR)
VWR Scientific (Nasdaq: VWRX)
Input/Output (NYSE: IO)
Texas Inds. (NYSE: TXI)
Whole Foods Market (Nasdaq: WFMI)
Dime Bancorp  Inc. (NYSE: DME)
Standard Pacific Corp. (NYSE: SPF)

Formula 90
Safeskin Corp. (Nasdaq: SFSK)
United Stationers (Nasdaq: USTR)
Dell Computer (Nasdaq: DELL)
Airborne Freight (NYSE: ABF)
Oneida Ltd. (NYSE: OCQ)
CTS Corp. (NYSE: CTS)
Ethan Allen Interiors (NYSE: ETH)
Texas Industries (NYSE: TXI)
CKE Restaurants (NYSE: CKR)
Michael Foods (Nasdaq: MIKL)

Keystone
Fifth Third Bancorp (Nasdaq: FITB)
Coca-Cola Enterprises (NYSE: CCE)
Gap (The) Inc. (NYSE: GPS)
CUC Int'l (NYSE: CU)
AirTouch Communic. (NYSE: ATI)
Computer Associates (NYSE: CA)
Compaq Computer (NYSE: CPQ)
Dell Computer (Nasdaq: DELL)
Pfizer Inc. (NYSE: PFE)
Norwest Corp. (NYSE: NOB)
Safeway Inc. (NYSE: SWY)
Travelers Group (NYSE: TRV)
Schlumberger Ltd. (NYSE: SLB)
Home Depot (NYSE: HD)
Schering-Plough (NYSE: SGP)
Medtronic Inc. (NYSE: MDT)
Dayton Hudson (NYSE: DH)
Tyco Int'l Ltd. (NYSE: TYC)
Allstate Corp. (NYSE: ALL)
Walgreen Co. (NYSE: WAG)
Freddie Mac (NYSE: FRE)
Wal-Mart Stores (NYSE: WMT)
Hewlett-Packard (NYSE: HWP)
Merrill Lynch & Co. (NYSE: MER)
Cisco Systems (Nasdaq: CSCO)
MBNA Corp. (NYSE: KRB)
BankAmerica Corp. (NYSE: BAC)
Sun Microsystems (Nasdaq: SUNW)
Microsoft Corp. (Nasdaq: MSFT)
Xerox Corp. (NYSE: XRX)

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