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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

A lackluster week in the financial markets. U.S. stocks and bonds declined

sharply on May 30. The reason was word of a less-than-expected increase in the

gross domestic product, a measure of economic growth. The dollar tumbled, and

that prompted the sell-off in the financial markets.

But some overseas markets performed even worse, with the Tokyo market

declining sharply during the week. The setback in the dollar caused gold to

give up some of its recent gains.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3553.5 0.4 4.3

MIDSIZE COMPANIES (S&P MidCap Index) 167.4 -0.2 15.2

SMALL COMPANIES (Russell 2000) 233.9 0.7 17.0

ALL COMPANIES (Russell 3000) 259.8 0.1 11.1

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 2863.0 0.6 6.8

TOKYO (NIKKEI INDEX) 20,691.7 -1.0 13.8

TORONTO (TSE COMPOSITE) 3859.8 -0.1 13.3

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 3.13% 3.10% 3.80%

30-YEAR TREASURY BOND YIELD 6.88% 6.92% 7.88%

S&P 500 DIVIDEND YIELD 2.75% 2.78% 2.98%

S&P 500 PRICE/EARNINGS RATIO 22.9 22.9 25.4

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 26-week moving average 442.3 441.5 Positive

Stocks above 26-week moving average 59.6% 56.9% Negative

Speculative sentiment: Put/call ratio 0.39 0.35 Neutral

Insider sentiment: Vickers sell/buy ratio 2.40 2.46 Neutral

BRIDGE INFORMATION SYSTEMS INC.

INDUSTRY GROUPS

% change Strong- % change

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

HOSPITAL MANAGEMENT 19.7 -18.4 NATIONAL MEDICAL

ENTERPRISES 24.6 -33.9 9 1/2

SPECIALTY APPAREL

RETAILERS 15.2 18.0 GAP 23.8 4.8 35 3/4

OIL AND GAS DRILLING 15.0 50.7 HELMERICH & PAYNE 16.1 51.6 36

SEMICONDUCTORS 14.6 109.3 NATIONAL SEMICONDUCTOR 19.2 47.6 15 1/2

HOTELS AND MOTELS 13.1 66.8 HILTON HOTELS 17.0 7.0 51 5/8

% change Weak- % change

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

MANUFACTURED HOUSING -9.3 13.4 FLEETWOOD ENTERPRISES 10.1 13.1 17 3/4

TRUCKING -7.9 -24.1 ROADWAY SERVICES -9.1 -28.7 53 5/8

HEALTH-CARE SERVICES -7.3 -31.0 AMGEN -11.0 -40.6 36 1/4

LIFE INSURANCE -3.0 34.9 JEFFERSON PILOT -6.9 19.1 49 1/8

AUTOMOBILES -2.3 23.1 FORD MOTOR -4.9 19.4 53

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

Four-week return % Four-week total return %

LEXINGTON STRATEGIC

INVESTMENTS 32.9 STEADMAN AMERICAN INDUSTRY -4.8

UNITED SERVICES GOLD

SHARES 19.3 STEADMAN OCEANOGRAPHIC TECHNOLOGY -4.4

VAN ECK INTERNATIONAL

INVESTORS 18.8 FIDELITY SELECT INSURANCE -2.6

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

LEXINGTON STRATEGIC

INVESTMENTS 58.0 PROGRESSIVE AGGRESSIVE GROWTH -27.1

VAN ECK GOLD/RESOURCES 57.0 FINANCIAL STRATEGIC ENVIRONMENTAL -23.1

METLIFE-STATE STREET

GLOBAL ENERGY 56.5 G.T. LATIN AMERICA GROWTH A -16.0

DATA RESOURCES INC.

RELATIVE PORTFOLIOS

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

$12,600 $12,137 $11,296 $11,118 $10,242

+2.09% +1.43% +1.30% -0.89% +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, June 2, 1993, unless

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

performance and share prices are as of market close June 1. Mutual fund returns

are as of May 28. Relative portfolios are valued as of June 1. A more detailed

explanation of this page is available on request.


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