|
Lols OVERLAP with Equity Analysis--
Portfolio Date OVERLAP%
Acorn International Dec-94
Harbor Capital Appreciation Nov-94 0
Heartland Value Sep-94 0
Janus Worldwide Dec-94 1
Neuberger&Berman Guardian Dec-94 1
Oakmark Dec-94 0
Pbhg Growth Sep-94 0
Strong Discovery Dec-94 0
Vanguard Index 500 Dec-94 0
Vanguard Index Extended Mkt Dec-94 0
Vanguard Intl Eqty European Dec-94 0
Vanguard Intl Eqty Pacific Nov-94 1
Harbor Capital Appreciation Nov-94
Heartland Value Sep-94 0
Janus Worldwide Dec-94 6
Neuberger&Berman Guardian Dec-94 10
Oakmark Dec-94 2
Pbhg Growth Sep-94 5
Str. |
| DETAILED PERFORMANCE OF OUR PICKS FOR JUNE
3 JUNE 1996 - 30 JUNE 1996
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#1 Stock Name Symbol Gain %
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1 Gen Re GRN + 3.05
2 Rockwell ROK + 0.66
3 United Healthcare UNH - 9.21
4 Premark Intl PMI +13.85
5 ITT ITT + 6.00
6 Varity VAT - 0.52
7 Brunswick BC -11.60
8 Donelly RR DNY - 6.06
9 Oneok OKE - 3.85
10 Morton Intl MII - 3.25
11 Dow Jones DJ + 7.74
12 Harland John JH - 7.94
13 . |
| Large cap cyclicals look promising.
Intl emerging markets should have good returns.
Junk Bond funds may do well.
-------------------------------------------------- |
|
Apple Computer Inc
Abgenix Inc
Adobe Systems
ADC Telecommunications
Adelphia Communications Corp. (A)
Altera Corp
Applied Materials
Applied Micro Circuits
Amgen Inc
Amazon.Com
Ariba Inc
At Home Corp. (A)
Atmel Corp
Bed Bath & Beyond
BEA Systems
Biogen Inc
Biomet, Inc
Brocade Comms Systems Inc
Broadcom Corp. (A)
Broadvision Inc
Concord Efs
Chiron Corp
Check Point Software Technologies, Ltd.
CIENA Corp
Comcast Corp Cl Aspcl Non-Vtg
CMGI Inc
Comverse Technology
CNET Networks Inc
Conexant Systems
3com Corp
Costco Wholesale Corp
Compuware Corp
Cisco Systems
Cintas Corp
Citrix Systems
Dell Computer Corp
EchoStar Communications Corp. (A)
eBay Inc
LM Ericsson Telephone Company ADR
Electronic Arts
Exodus Communications
Fiserv Inc
Flextronics International Ltd.
Genzyme Corp-Genl Div
Gemstar-Tv Guide Intl Inc
Human Genome Sciences
IDEC Pharmaceuticals Corp
Immunex Corp
Inktomi Corp
Intel Corp
Intuit Inc
i2 Technologies
JDS Uniphase Corp
Juniper Networks
KLA-Tencor Corp
Linear Technology Corp
L. |
| Recent correction in Asian markets was healthy, expect sustained
rebound. Latin America off to a good start this year; Mexican bolsa
at all-time high. Opportunities in India look promising.
(Fidelity Emerging Markets, Acorn Intl). |
