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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Not waiting for the details of President Clinton's economic plans, stock market

investors headed for the door. On Feb. 16, the day after Clinton told the

nation he would raise taxes, the Dow Jones industrials plunged 83 points--the

worst rout in 15 months. In all, the Dow lost 2.9% for the week. Smaller stocks

were hurt even worse. The S&P Midcap Index dropped 4.8%; the Russell 2000,

4.4%. But bond buyers liked what they heard from Clinton: Long-term interest

rates dropped to 7.1%.

Market Analysis

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3312.2 -2.9 2.5

MIDSIZE COMPANIES (S&P MidCap Index) 156.3 -4.8 4.2

SMALL COMPANIES (Russell 2000) 218.6 -4.4 4.9

ALL COMPANIES (Russell 3000) 247.4 -3.3 6.5

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 2814.0 -0.1 10.9

TOKYO (NIKKEI INDEX) 17,009.6 -0.5 -17.5

TORONTO (TSE COMPOSITE) 3417.7 -0.7 -3.5

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 2.97 % 2.99 % 3.95 %

30-YEAR TREASURY BOND YIELD 7.10 % 7.25 % 7.92 %

S&P 500 DIVIDEND YIELD 2.85 % 2.78 % 2.99 %

S&P 500 PRICE/EARNINGS RATIO 22.1 21.9 24.7

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 26-week moving average 426.3 425.5 Positive

Stocks above 26-week moving average 69.5 % 74.7 % Neutral

Speculative sentiment: Put/call ratio 0.50 0.37 Positive

Insider sentiment: Vickers sell/buy ratio 3.96 4.03 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 GOLD MINING 18.3 -1.0 ECHO BAY MINES 33.3 -26.7 5 1/2

2 OIL AND GAS DRILLING 10.8 15.9 ROWAN 15.1 15.1 7 5/8

3 ENGINEERING AND

CONSTRUCTION 7.9 -4.4 FLUOR 8.4 -3.8 43 3/4

4 OIL EXPLORATION AND

PRODUCTION 7.8 -12.9 ORYX ENERGY 10.7 -18.0 19 3/8

5 NATURAL GAS DISTRIBUTION 7.2 27.3 ENRON 14.9 64.1 53 1/8

% change % change

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

1 HEALTH CARE SERVICES -24.3 -16.9 ALZA -27.6 -23.6 32 3/4

2 TOYS -16.0 1.1 MATTEL -20.7 -8.8 21 1/8

3 SHOES -10.2 -3.5 NIKE -13.6 -2.0 73

4 SEMICONDUCTORS -10.0 41.2 MOTOROLA -14.3 29.9 52 5/8

5 AIRLINES -9.3 -20.1 AMR -11.6 -17.9 60 3/4

MORNINGSTAR INC.

Mutual Funds

LEADERS LAGGARDS

Four-week total return % Four-week total return %

1 LEXINGTON STRATEGIC INVESTMENTS 28.8 OPPENHEIMER GLOBAL BIO-TECH -8.8

2 UNITED SERVICES GOLD SHARES 18.3 FIDELITY SELECT BIOTECHNOLOGY -7.6

3 ENTERPRISE PRECIOUS METALS 16.5 SHEARSON SMALL CAPITALIZATION A -6.6

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

1 FIDELITY SELECT SAVINGS & LOAN 46.5 LEXINGTON STRATEGIC INVESTMENTS -46.6

2 JOHN HANCOCK FREEDOM REGIONAL

BANK B 46.4 UNITED SERVICES GOLD SHARES -42.4

3 OAKMARK 44.2 MONITREND GOLD -33.9

DATA RESOURCES INC.

Relative Portfolios

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

$11,640 $10,968 $10,267 $10,197 $9,343

-0.31% -3.11% +0.05% +0.90% +0.52%

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, Feb. 17, 1993, unless

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

performance and share prices are as of market close Feb. 16. Mutual fund

returns are as of Feb. 12. Relative portfolios are valued as of Feb. 16. A more

detailed explanation of this page is available on request.


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