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Top Dow Stocks
( RP Order )

9/29/99

1. Philip Morris
   (NYSE:MO)
2. * Sears
   (NYSE:S)
3. * General Motors
   (NYSE:GM)
4. * Goodyear Tire & Rubber
   (NYSE:GT)
5. * JP Morgan
   (NYSE:JPM)
6. Caterpillar
   (NYSE:CAT)
7. AT&T
   (NYSE:T)
8. International Paper
   (NYSE:IP)
9. DuPont
   (NYSE:DD)
10. Chevron
   (NYSE:CHV)

NOTE: Today's Foolish four stock selections are marked with an asterisk.

Foolish Four Investment Guide
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Foolish Four

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Foolish Four Portfolio
A Foolish Treasure Hunt!
Scavenging for fun and profit

By Ethan Haskel

BALTIMORE, MD (Sept. 29, 1999) -- My son had a birthday party this weekend, and it got me thinking about the parties I used to have when growing up. Some of my fondest memories of birthdays past involved those party games where my friends had to scavenge around the neighborhood, looking for "treasures," such as a red leaf or a piece of string. Usually, the team that collected the most of these treasures won a prize, maybe a yo-yo or a kazoo. Ah, when life was simple and carefree!

Fools, it's time for another treasure hunt of sorts. This one's got prizes too, so pay attention! Today we're going to go scavenging for nuggets of information. Many Fools may not realize the wealth of data available to investors around these parts. We'd like to help you get better acquainted with this information, and have a little fun to boot.

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The deadline is midnight on Monday, October 4. Please follow these instructions for your entry:

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2. Put the unscrambled phrase in the SUBJECT LINE (very important).

3. Include your mailing address in the body of the e-mail. Specify either Foolish Four Book or Fool ballcap, and let us know how you want to be publicly identified (name/city or e-mail address) in the event that you are one of the 10 BIG winners.

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Now, get crackin'. It's almost time to blow out the candles and cut the cake!

1. As of the beginning of this year, which Dow stock was ranked second by RP ratio?

    PO    DuPont (NYSE: DD)
    SO    Sears (NYSE: S)
    NO    Eastman Kodak (NYSE: EK)
    LO    Caterpillar (NYSE: CAT)
2. In 1998, which of the following strategies gave the highest return?
    RM    S&P 500
    RT     Dow Jones Industrial Average
    RE     Foolish Four (F4.2)
    RS     RP2
3. Which stock of all the Beating the S&P 30 stocks currently has the highest RP ratio?
    PH    Ford Motor (NYSE: F)
    CH    Pepsico (NYSE: PEP)
    TH    Bank One (NYSE: ONE)
    SH    Philip Morris  (NYSE: MO)
4. In this decade, which Foolish Four stock (of those chosen at the beginning of the calendar year and officially followed) gave the best return during the year it was held?
    SE   Merck (NYSE: MRK)
    RE   IBM (NYSE: IBM)
    ME   Union Carbide (NYSE: UK)
    TE   Philip Morris (NYSE: MO)
5. What was the title of the Foolish Four report that ran on June 2, 1999?
    EG   Introduction to IP
    OG   Retirement Needs, Part 3
    NG   Investing With Rube
    RG   In Deo Speramus
6. As of yesterday, how much has the Beating the S&P portfolio outperformed the S&P 500, measured by annual growth rate, since 1987?
    E    1.3%
    A    3.3%
    O    5.3%
    I    7.3%
7. From 1994 to 1998, $10,000 invested in a hypothetical portfolio would have earned the most if invested in which of the following?
    NK   S&P 500
    SK   Dow Jones Industrial Average
    LK   Foolish Four
    RK   Ear Wax Futures
Beating the S&P year-to-date returns (as of 09-28-99):
Schlumberger (NYSE: SLB)      +27.6%
Kimberly-Clark (NYSE: KMB)     +0.6%
Campbell Soup (NYSE: CPB)     -24.6%
Ford Motor Co.  (NYSE: F)     -12.6%
Bank of America  (NYSE: BAC)   -4.4%
Beating the S&P                -2.7%
Standard & Poor's 500 Index    +4.3%

Compound Annual Growth Rate from 1-2-87:
Beating the S&P               +24.4%
S&P 500                       +17.1%

$10,000 invested on 1-2-87 now equals:
Beating the S&P             $159,700
S&P 500                      $74,200

Today's Stock Lists | 1999 Dow Returns

Make a Living Foolin' Around.

  Recent Foolish Four Portfolio Headlines:
  03/07/00  Foolish Believe It or Not
  03/06/00  Book Reviews and Broker Bashing
  03/03/00  Are You an Easy Mark?
  03/02/00  More on Growth Strategies
  03/01/00  Beating the Fool?
Foolish Four Portfolio Archives »  

Foolish Four Portfolio

9/29/99 Closing Numbers
Ticker Company Dly Pr Chg Price
CATCATERPILLAR INC9/16$54.63
IPINTL PAPER-1$47.50
JPMMORGAN (JP)-1 11/16$113.31
MMMMINNESOTA MIN'G/MFG3/8$94.06

  Day Week Month Year
To Date
Since
12/24/98
Annualized
Foolish Four .41% -.19% -3.78% 17.58% 19.33% 25.92%
S&P 500(DA) -1.08% -.70% -3.94% 3.76% 3.82% 5.01%
NASDAQ -.94% -.37% -.33% 24.52% 25.67% 34.73%
DJIA (DA) -.60% -.64% -5.69% 12.15% 12.33% 16.38%

Trade Date # Shares Ticker Cost/Share Price LT % Val Chg
12/24/9814MMM73.571$94.0627.85%
12/24/9824CAT43.083$54.6326.79%
12/24/9822IP43.551$47.509.07%
12/24/989JPM105.514$113.317.39%

Trade Date # Shares Ticker Cost Value LT $ Val Ch
12/24/9814MMM$1,030.00$1,316.88$286.88
12/24/9824CAT$1,034.00$1,311.00$277.00
12/24/9822IP$958.12$1,045.00$86.88
12/24/989JPM$949.63$1,019.81$70.19
  Cash: $80.43  
  Total: $4,773.12  


Key
• S&P 500 (DA) = dividend adjusted. Dividends have been added to the total return of the index.
• DJIA (DA) = dividend adjusted. Dividends have been added to the total return of the DJIA.
Greetings, Fool!



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• Foolish Four    • Investing Without a Silver Spoon


 

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