| Portfolio |
|||||||||
| Ticker |
EPS
in 5 years SGVL |
Dividend
Yield |
BUY
Price |
Hold
Price |
SELL
Price |
UP
DOWN number |
Current
Price |
Date |
Growth SalesEPSDiv |
| AT&T | $3.76$3.35 | $27 | 54 to 80 | 107 | 112.86 | $28B | 10/6/2000 | -3.5% 3.9% 0.0% | |
| AT&T | $3.79. | 2.73% | $51 | 72 to 92 | 112 | 1.19 | $79M | 1/1999 | -4.6% -1.6% 0% |
| INTEL | $6.90$2.45 | .2% | $35 | 104 to 172 | 241 | 40.11205 | $45B$35 | 10/20/2000 | 18.1% 25.6% 32.0% |
| Using 2.45 | 35 | 51 to 68 | 85 | 50 | |||||
| LUCENT | $6.17$2.80 | .3% | $28 | 132 to 235 | 339 | 344 | $29B | 10/6/2000only 6 yrs | 12% 32% 51% |
| CBRL | $2.70$2.00 | .1% | $11 | 25 to 42 | 59 | 6.34 | $15B | 6/16/2000 | 18.3% 2.2% 0.0% |
| CBRL | $3.94. | $10 | 37 to 65 | 92 | 33 | $12B | 12/17/1999 | 19.7% 10.3% 0% | |
| CBRL | $4.42. | .12 | $16 | 44 to 72 | 101 | 69.62 | $17B | 4/1/1999 | 19.9% 12.1% 0% |
| Ticker |
EPS
in 5 years SGVL |
Dividend
Yield |
BUY
Price |
Hold
Price |
SELL
Price |
UP
DOWN number |
Current
Price |
Date |
Growth SalesEPSDiv |
| McDonalds | $2.67$2.35 | .7% | $29 | 45 to 61 | 77 | 67 | $30B | 9/15/2000 | 8.8% 9.6% 10.9% |
| Newell | $3.08$3.20 | 4% | $21 | 39 to 57 | 76 | 18.2 | $22B | 10/13/2000 | 23.5% 5.4% 14% |
| PIOS | $3.01. | 1.05% | $11 | 23 to 34 | 45 | 8.27 | $15B | 7/21/2000 | 22.6% 3.8% 4.8% |
| RPM | $1.30$1.10 | 5.2% | $9 | 14 to 20 | 26 | 13.53 | $9.80B | 9/22/2000 | 14.9% 5.4% 6.9% |
| RPM | $1.39. | 4.47% | $10 | 17 to 23 | 29 | 26 | $11B | 12/24/1999 | 18.2% 9.5% 7.4% |
| Motorola | $.93$1.95 | .8% | $21 | 34 to 48 | 61 | 80 | $21B | 10/20/2000 | 6.9%-2.4% 6.8% |
| Using$1.95 | 21 | 56 to 92 | 128 | 213 | |||||
| ServiceMaster | $1.38$1.30 | 4% | $8 | 17 to 27 | 36 | 16.06 | $10B | 9/15/2000 | 13.8% 4.1% 6.1% |
| ServiceMaster | $1.54. | 3.1% | $12 | 20 to 29 | 38 | 64 | $12B | 12/17/1999 | 12.7% 6.4% 5.4% |
| Ticker |
EPS
in 5 years SGVL |
Dividend
Yield |
BUY
Price |
Hold
Price |
SELL
Price |
UP/DOWN
number |
Current
Price |
Date |
|
| CISCO | $5.77$1.75 | 0 | $48 | 215 to 382 | 548 | 177 | $51B | 10/20/2000 | 57.4 39.9% 0.0% |
| ADCT | $1.92. | 0 | $15 | 47 to 80 | 112 | 8.03 | $26B | 10/6/20002 2for1 splits | 38% 33.5% 0% |
| ADCT | $4.26. | 0 | $33 | 94 to 154 | 215 | 3.65 | $72B | 1/7/2000 | 32.3% 29.8% 0% |
| ADCT | $4.14. | 0 | $20 | 79 to 139 | 198 | 5.87 | $46B | 7/29/1999 | 30.7% 29.2% 0% |
| ENRON | $2.53. | $41 | 58 to 75 | 92 | .31 | $80S | 9/22/2000 | 42.6% 9.8% 4.8% | |
| CINTAS | $2.68. | $23 | 59 to 94 | 130 | 4.68 | $42B | 9/15/2000 | 26.3% 20.7% 17.8% | |
| EMERSON | $5.49$5.50 | 2.5% | 41 | 70 to 99 | 128 | 3.05 | $62B | 10/20/2000 | 9.8% 10.7% 10.4% |
| Fastenal | $9.76$4.25 | .1% | 36 | 169 to 303 | 437 | 19.8 | $55B | 10/13/2000 | 28.7% 26.2% 24.6% |
| Ticker |
EPS
in 5 years SGVL |
Dividend
Yield |
BUY
Price |
Hold
Price |
SELL
Price |
UP
DOWN number |
Current
Price |
Date |
Growth SalesEPSDiv |
| Century Tel | $4.18$4.30 | .7% | 24 | 52 to 79 | 107 | 30.64 | $27B | 10/6/2000 | 24.5% 15.5% 5.0% |
| Disney | $1.58. | .64% | $17 | 29 to 41 | 52 | 1.24 | $33 | 12/13/1998 | 23% 12.2% 19.8% |
| Huntington Bank | $3.25. | 4.1% | $18 | 32 to 45 | 59 | 7.69 | $23 | 3/1/2000 | 4.4% 9% 10.1% |
| Cendant | $3.55. | 0 | $15 | 64 to 112 | 161 | 120.5 | $16 | 12/3/1999 | 40.5% 18.9% 0% |
| Express Script | $5.85. | 0 | $30 | 97 to 163 | 229 | 6.71 | $56 | 6/30/2000 | 61% 23.8% 0% |
| Lowes | $8.34. | .3% | $24 | 102 to 180 | 258 | 12.35 | $42 | 7/14/2000 | 21.6% 23.8% 7.3% |
| Commerce BNCNJ | $3.98. | 3% | 12 | 26 to 41 | 55 | .2 | $48 | 12/13/1998 | 24.4% 16.5% 16.4% |
| Popular Bank | $2.78. | 2.44% | $8 | 17 to 25 | 34 | .13 | $31 | 12/13/1998 | 11.7% 18% 13.4% |
| BB&T bank | $3.66. | 2.08% | $17 | 35 to 52 | 70 | 1.63 | $37 | 7/29/1999 | 25% 11.2% 14.9% |
| CocaCola | $4.04. | .96% | $38 | 79 to 120 | 161 | 1.91 | $80 | 12/13/1998 | 7.3% 15.8% 13.3% |
| Goodrich | $8.29. | 3.5% | $29 | 71 to 112 | 154 | 10.27 | $40B | 8/27/1999 | 19.4% 39.6 0.0% |
| Ticker |
EPS
in 5 years SGVL |
Dividend
Yield |
BUY
Price |
Hold
Price |
SELL
Price |
UP
DOWN number |
Current
Price |
Date |
Growth SalesEPSDiv |
| First Union | $7.84. | 3.43% | 28 | 54 to 80 | 105 | 2.23 | $52B | 12/13/1998 | 27.3% 10.8% 15.0% |
| Family Dollar | $1.28. | 1.11% | $7 | 17 to 27 | 37 | .75 | $24M | 5/21/1999 | 13.4% 13.3% 12.6% |
| Dollar General | $4.75. | .64% | $10 | 62 to 113 | 165 | 6.69 | $30B | 5/21/1999 | 22.7% 26.3% 25.7% |
| Dollar General | $5.39. | .61% | $11 | 64 to 117 | 170 | 5.17 | $37B | 12/13/1998 | 24.1% 30.1% 32.9% |
| Quaker Oats | $3.70$4.55 | 1.4% | $46 | 65 to 83 | 102 | .558 | $82M | 11/10/2000 | -4.5% 12.5% .7% |
| Pepsi | $1.88$2.15 | 1.2% | $30 | 42 to 54 | 66 | .98 | $48M | 11/10/2000 | -7.2% 2.7% 8.3% |
| Sarah Lee | $2.12$1.80 | 2.6% | $13 | 26 to 39 | 51 | 3.40 | $22B | 11/10/2000 | 2.4% 9.9%9.4% |
| Raymond James Financial | $5.64$4.40 | 1.2% | $16 | 36 to 55 | 75 | 5.55 | $25B | 8/4/2000 | 22.5% 19.8% 14.1% |
| TYCO Intl | $5.15$4.50 | .1% | $32 | 77 to 123 | 168 | 4.91 | $55B | 8/4/2000 | 47.5% 37.8% 0.0% |
| GATX Corp. | $6.73$4.50 | 3.3% | $28 | 52 to 75 | 98 | 6.25 | $38B | 8/4/2000 | 7.2% 9.4% 8.2% |
| EMC Corp | $9.02$5.55 | 0 | $16 | 87 to 159 | 230 | 3.77 | $61B | 10/24/1997 | 54.8% 68.1% 0.0% |
| Ticker |
EPS
in 5 years SGVL |
Dividend
Yield |
BUY
Price |
Hold
Price |
SELL
Price |
UP
DOWN number |
Current
Price |
Date |
Growth SalesEPSDiv |
| Paychex | $2.52$1.25 | .7% | $24 | 87 to 149 | 211 | 7.99 | $45B | 9/1/2000 | 22.0% 35.9% 49.2% |
| Ashland Inc. | $5.39$5.10 | 3.1% | $29 | 49 to 70 | 90 | 8.665 | $35B | 9/22/2000 | -6.5% 10.0% .9% |
| State Street | $7.73$6.15 | .6% | $62 | 114 to 165 | 217 | 1.93 | $115M | 9/1/2000 | 18.5% 18.6% 14.5% |
| Franklin Resources | $6.66$4.00 | .8% | $25 | 70 to 115 | 161 | 10.93 | $36B | 9/1/2000 | 15.1% 14.8% 13.9% |
| BP Amoco | $9.22$3.85 | 2.5% | $43 | 103 to 162 | 222 | 14.05 | $55B | 9/22/2000 | 14.1% 19.7% 14.5% |
| SUN Microsystem | $1.97$1.20 | 0 | $33 | 66 to 99 | 132 | 4.56 | $51B | 10/20/2000 | 21.0% 38.6% 0.0% |
Long reports:
CBRL 2000 Intel 2000 Motorola 2000 Johnson Control 2000 PIOS 2000
Short reports:
CBRL 2000 Intel
2000 Motorola
2000 CBRL
2000
PIOS 2000
Enron 2000 Huntington Bank
2000 Reliant Energy
2000 Sun Micros 2000
Other stuff:
Long reports:
Service Master 1999 RPM
1999 Pfizer 1999
Piedmont Energy 1999 Popular Bank 1999