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<FOOLISH WORKSHOP>

Dozens Recap

by David Forrest (workshop@fool.com)

Omaha, NE (Jan. 29, 1999) -- Tonight's recap is going to be a short one. I very quickly want to go over the numbers for the week and tell you all what the new additions to the Dozens portfolios will be. After looking at this week's Workshop Returns, I was so excited to see many of the screens doing well. Heck, 3 of the screens are producing double-digit returns! Best of all, most of the screens are topping the performance of the Standard & Poor's 500 Index, which is up a small but respectable 1.04%

It wasn't until I looked at the return for the Nasdaq Composite market that I realized I might want to curb my enthusiasm. The Nasdaq is up 12.98%, besting every screen but the Spark 5. The Spark 5 is up 17.12% as of Wednesday's close and probably even higher after the past few days. Remarkably, the wealth has been spread pretty evenly amongst the 5 stocks, with Microsoft (Nasdaq: MSFT), Dell (Nasdaq: DELL), Nokia (NYSE: NOK.A), and EMC (NYSE: EMC) all up just about 20%. So, before you go whooping it up about the sensational returns, look around at the basic market averages and compare your returns against those.

Now, for the Dozens redux. This month's new inductees into the mock Dozens portfolios are as follows:

Keystone
Selling Schering Plough (NYSE: SGP)
Buying Sun Microsystems (Nasdaq: SUNW)

Relative Strength - 26 wk
Selling Ethan Allen (NYSE: ETH)
Buying Schwab, (Charles) (NYSE: SCH)

Formula 90
Selling Dell Computer (Nasdaq: DELL)
Buying Schwab, (Charles) (NYSE: SCH)

Low PSR
Selling VWR Scientific (Nasdaq: VWRX)
Buying Swift Transportation (Nasdaq: SWFT)

Spark 5
Buying Intel (Nasdaq: INTC)
*No sell as this is not a year old yet.


Fool on.

Bogey

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