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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

An unsettling week in the financial markets. Inflation worries pummeled the

bond market, and the ripple effect extended into stocks, particularly blue

chips. The Dow Jones industrial average fell on Dec. 14 and 15, with the

malaise on the second day helped along by a sharp drop in Eastman Kodak. The

sell-off was accompanied by a surge in bearish sentiment, with the put-call

ratio sentiment indicator moving more strongly into positive territory. So the

decline may well be short-lived.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3716.9 -0.5 14.2

MIDSIZE COMPANIES (S&P MidCap Index) 173.3 -1.1 11.8

SMALL COMPANIES (Russell 2000) 249.8 -1.8 17.5

ALL COMPANIES (Russell 3000) 265.8 -1.1 8.2

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3278.8 0.0 20.0

TOKYO (NIKKEI INDEX) 17,489.2 5.9 1.3

TORONTO (TSE COMPOSITE) 4225.6 -1.9 28.2

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 3.09% 3.14% 3.29%

30-YEAR TREASURY BOND YIELD 6.29% 6.17% 7.44%

S&P 500 DIVIDEND YIELD 2.63% 2.75% 2.86%

S&P 500 PRICE/EARNINGS RATIO 22.5 22.8 23.9

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 26-week moving average 457.3 456.6 Positive

Stocks above 26-week moving average 45.9% 51.1% Neutral

Speculative sentiment: Put/call ratio 0.43 0.41 Positive

Insider sentiment: Vickers sell/buy ratio 1.81 1.95 Positive

BRIDGE INFORMATION SYSTEMS INC.

INDUSTRY GROUPS

% change Strongest % change

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

POLLUTION CONTROL 16.0 -25.9 WMX TECHNOLOGIES 16.9 -31.4 27 5/8

METALS 10.1 11.1 INCO 13.0 15.5 26 1/8

HOSPITAL MANAGEMENT 9.6 36.2 NATIONAL MEDICAL

ENTERPRISES 13.0 8.3 13

HOTELS AND MOTELS 9.5 91.0 HILTON HOTELS 17.2 29.3 54 5/8

ELECTRICAL EQUIPMENT 6.5 16.9 GENERAL ELECTRIC 8.6 22.2 102 3/8

% change Weakess % change

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

OIL EXPLORATION AND

PRODUCTION -14.2 -3.5 MAXUS ENERGY -26.9 -26.9 4 3/4

SPECIALTY APPAREL

RETAILERS -12.7 -15.9 LIMITED -21.4 -35.3 17 7/8

OIL AND GAS DRILLING-10.2 11.0 ROWAN -13.9 3.3 7 3/4

SHOES -7.7 -32.3 GENESCO -16.0 -38.2 5 1/4

SEMICONDUCTORS -7.4 53.8 NATIONAL

SEMICONDUCTOR -11.9 37.2 14 3/4

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

MERRILL LYNCH LATIN AMERICA B 10.3 EQUITY STRATEGIES -17.4

FIDELITY LATIN AMERICA 9.2 ALLIANCE COUNTERPOINT C -15.2

GOVETT EMERGING MARKETS 8.9 STATE STREET RESEARCH GLOBAL

ENERGY A -14.8

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

LEXINGTON STRATEGIC

INVESTMENTS 239.2 PILGRIM CORPORATE UTILITIES -17.5

UNITED SERVICES GOLD 106.2 INVESCO STRATEGIC ENVIRONMENTAL

SERVICES -13.0

VAN ECK INTERNATIONAL

INVESTORS 102.5 INVESCO STRATEGIC HEALTH SCIENCES -11.6

RELATIVE PORTFOLIOS

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


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