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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Investors responded favorably to the news that the Administration was seriously

considering an energy tax to cut the federal deficit. Big-cap issues were

strong, especially autos. Bonds, of course, were on a tear, with rates on the

30-year Treasury hitting a six-year low. Short rates also tumbled, and the

yield on a 90-day bill fell below 3%. Lower interest rates in Britain sent

London stocks to all-time highs. But the prospect of a rate cut in Japan was

unable to revive the almost comatose Nikkei.

Market Analysis

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3291.4 1.5 2.1

MIDSIZE COMPANIES (S&P MidCap Index) 162.2 0.4 9.3

SMALL COMPANIES (Russell 2000) 228.0 0.9 11.8

ALL COMPANIES (Russell 3000) 251.7 0.8 8.1

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 2832.5 3.0 11.2

TOKYO (NIKKEI INDEX) 16,509.7 0.0 -22.7

TORONTO (TSE COMPOSITE) 3311.6 0.7 -8.0

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 2.97 % 3.06 % 3.92 %

30-YEAR TREASURY BOND YIELD 7.25 % 7.32 % 7.76 %

S&P 500 DIVIDEND YIELD 2.81 % 2.90 % 2.94 %

S&P 500 PRICE/EARNINGS RATIO 21.0 19.9 23.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 26-week moving average 423.7 422.8 Positive

Stocks above 26-week moving average 71.7 % 67.1 % Neutral

Speculative sentiment: Put/call ratio 0.34 0.33 Neutral

Insider sentiment: Vickers sell/buy ratio 2.63 3.29 Negative

BRIDGE INFORMATION SYSTEMS INC.

Industry Groups

% change % change

FOUR-WEEK LEADERS 4-week 52-week Strongest stock in group 4-week 52-week Price

1 SEMICONDUCTORS 19.7 63.1 INTEL 26.6 83.4 114 3/8

2 MACHINE TOOLS 16.8 42.7 CINCINNATI MILACRON 21.7 27.6 19 5/8

3 SAVINGS AND LOANS 16.0 10.9 GREAT WESTERN FINANCIAL 20.8 2.7 18 7/8

4 AUTOMOBILES 15.8 45.7 CHRYSLER 22.1 196.3 40

5 DEFENSE ELECTRONICS 11.8 19.0 LORAL 15.9 49.5 53 5/8

% change % change

FOUR-WEEK LAGGARDS 4-week 52-week Weakest stock in group 4-week 52-week Price

1 DIVERSIFIED HEALTH CARE -11.3 -20.1 JOHNSON & JOHNSON -13.8 -18.6 43 5/8

2 DRUGS -11.2 -24.5 PFIZER -12.0 -14.4 65 1/8

3 HEALTH CARE SERVICES -7.1 -4.5 AMGEN -11.1 -9.3 63 3/4

4 DRUG CHAINS -6.4 1.1 WALGREEN -9.1 3.2 39 7/8

5 TOBACCO -6.2 -5.1 AMERICAN BRANDS -11.8 -20.7 36 3/8

MORNINGSTAR INC.

Mutual Funds

LEADERS Four-week total return % LAGGARDS Four-week total return %

1 STEADMAN OCEANOGRAPHIC TECHNOLOGY 12.9 MONITREND GOLD -13.7

2 JOHN HANCOCK FREEDOM GLOBAL TECH. 10.5 PILGRIM CORPORATE UTILITIES -8.8

3 FIDELITY SELECT SOFTWARE

& COMPUTER 10.5 VANGUARD INTL. EQUITY

INDEX PACIFIC -7.0

52-week total return % 52-week total return %

1 FIDELITY SELECT SAVINGS & LOAN 56.6 LEXINGTON STRATEGIC INVESTMENTS -62.9

2 JOHN HANCOCK FREEDOM REGIONAL

BANK B 48.3 UNITED SERVICES GOLD SHARES -54.9

3 FIDELITY SELECT REGIONAL BANKS 46.7 MONITREND GOLD -42.7

Relative Portfolios

Treasury bonds U.S. stocks Money market fund Foreign stocks Gold

$11,426 $10,918 $10,275 $9,590 $9,334

+0.79% +1.11% +0.05% +0.88% +0.84%

DATA RESOURCES INC.

Dollar amounts

represent the present value of $10,000

invested one year ago in each portfolio

Percentages indicate

five-day total returns

All data on this page are as of market close Wednesday, Jan. 27, 1993, unless

otherwise indicated. Industry groups include S&P 500 companies only;

performance and share prices are as of market close Jan. 26. Mutual fund

returns are as of Jan. 22. Relative portfolios are valued as of Jan 26. A more

detailed explanation of this page is available on request.


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