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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

Stocks rallied despite an uptick in long-term interest rates and rising gold

prices. The Dow industrials showed the most bounce, closing on May.12 at an

all-time high. Oils were strong, as investors reacted to a higher-than-expected

increase in the April producer price index. The tobacco stocks recovered

somewhat on talk that the expected price war may be less intense than initially

feared. Gold issues were up again. And as the table shows, their performance

over the past month has been spectacular.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3482.3 1.0 2.7

MIDSIZE COMPANIES (S&P MidCap Index) 164.0 -0.1 13.9

SMALL COMPANIES (Russell 2000) 228.9 0.5 15.0

ALL COMPANIES (Russell 3000) 254.8 0.0 8.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 2860.8 2.3 5.2

TOKYO (NIKKEI INDEX) 20,615.2 -1.5 9.8

TORONTO (TSE COMPOSITE) 3796.5 0.2 11.5

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 2.95 % 2.95 % 3.67 %

30-YEAR TREASURY BOND YIELD 6.86 % 6.78 % 7.86 %

S&P 500 DIVIDEND YIELD 2.81 % 2.81 % 2.96 %

S&P 500 PRICE/EARNINGS RATIO 22.4 22.6 25.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 26-week moving average 439.9 438.9 Positive

Stocks above 26-week moving average 62.3 % 62.2 % Neutral

Speculative sentiment: Put/call ratio 0.39 0.38 Neutral

Insider sentiment: Vickers sell/buy

ratio 2.87 2.93 Negative

BRIDGE INFORMATION SYSTEMS INC.

INDUSTRY GROUPS

% change % change

Strongest

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

GOLD MINING 21.9 39.8 ECHO BAY MINES 50.0 46.9 9

DRUGS 10.1 -18.6 SCHERING-PLOUGH 13.2 23.1 66 1/2

HOSPITAL

MANAGEMENT 9.6 -31.5 NATIONAL MEDICAL

ENTERPRISES 12.9 -43.5 8 3/4

TOBACCO 8.9 -31.0 UST 14.4 4.7 30 7/8

MEDICAL PRODUCTS

AND SUPPLIES 8.8 -17.6 U.S. SURGICAL 26.4 -64.1 37 3/4

% change % change

Weakest

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

MAJOR REGIONAL

BANKS -9.8 16.8 FLEET FINANCIAL

GROUP -14.2 5.9 31 5/8

SAVINGS AND LOANS-9.1 2.3 GOLDEN WEST

FINANCIAL -10.6 5.0 42 1/4

GENERAL MERCHANDISE

CHAINS -8.7 5.2 WAL-MART STORES -13.3 0.0 26

LIFE INSURANCE -8.6 40.0 JEFFERSON PILOT -13.8 30.8 49 3/8

OIL EXPLORATION

AND PRODUCTION -7.3 16.9 MAXUS ENERGY -16.7 32.7 8 1/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

BASCOM HILL INVESTORS 33.8 STEADMAN AMERICAN INDUSTRY -9.0

LEXINGTON STRATEGIC INVESTMENTS 18.6 FIDELITY SELECT REGIONAL BANKS -7.6

VAN ECK GOLD RESOURCES 17.8 SIFE TRUST -6.6

METLIFE-STATE STREET GLOBAL

ENERGY 58.5 FINANCIAL STRATEGIC

ENVIRONMENTAL -26.3

BASCOM HILL INVESTORS 47.6 FIDELITY SELECT MEDICAL

DELIVERY -17.7

PBHG GROWTH 42.6 G.T. LATIN AMERICA GROWTH A -17.6

DATA RESOURCES INC.

RELATIVE PORTFOLIOS

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

$12,353 $12,179 $10,986 $10,545 $10,246

+0.15% -1.38% +0.07% -0.22% +0.05%

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, May 12, 1993, unless

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

performance and share prices are as of market close May 11. Mutual fund returns

are as of May 7. Relative portfolios are valued as of May 11. A more detailed

explanation of this page is available on request.


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