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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Lest old acquaintance be forgot, strong retail sales and other reports of

economic strength carried ever-simmering inflation fears into the New Year. The

yield on the 30-year Treasury moved as high as 7.92% on Jan. 3, but a firming

dollar and the prospect of another interest rate hike helped bring the bond's

yield down to 7.85% by Jan. 4. The stock market ended the week on an up note,

gaining 19 points. South of the border, Mexican President Ernesto Zedillo's

emergency economic plan encountered skepticism.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3857.7 0.5 1.5

MIDSIZE COMPANIES (S&P MidCap Index) 169.0 0.4 -5.2

SMALL COMPANIES (Russell 2000) 247.7 1.0 -4.0

ALL COMPANIES (Russell 3000) 263.8 0.2 -2.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3051.6 -1.4 -9.7

TOKYO (NIKKEI INDEX) 19,684.0 0.1 10.7

TORONTO (TSE COMPOSITE) 4154.5 -1.1 -5.6

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.84% 5.59% 3.14%

30-YEAR TREASURY BOND YIELD 7.85% 7.83% 6.41%

S&P 500 DIVIDEND YIELD 2.81% 2.79% 2.48%

S&P 500 PRICE/EARNINGS RATIO 17.0 17.0 19.4

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 457.6 457.8 Positive

Stocks above 200-day moving average 32.0% 30.0%r Positive

Speculative sentiment: Put/call ratio 0.61 0.59 r Neutral

Insider sentiment: Vickers sell/buy ratio 1.06 1.07 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change Strongest % change

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

TRUCKING 14.0 -7.2 CONSOLIDATED FREIGHTWAYS 17.5 -8.9 21 7/8

HOMEBUILDING 12.1 -42.0 PULTE 15.0 -35.2 23

CONGLOMERATES 8.4 -8.2 TELEDYNE 14.9 -20.6 20 1/4

BUILDING MATERIALS 8.3 -26.4 OWENS-CORNING FIBERGLASS 10.5 -27.7 31 5/8

INSURANCE BROKERS 7.8 -2.3 MARSH & McLENNAN 8.7 -2.2 79 1/2

% change Weakest % change

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

SPECIALTY APPAREL RETAILERS -9.1 -17.0 THE LIMITED -11.9 2.9 17 5/8

OIL AND GAS DRILLING -7.2 -19.9 ROWAN -9.1 -29.6 6 1/4

GENERAL MERCHANDISE CHAINS -6.2 -17.2 DAYTON HUDSON -12.5 5.7 70

TOYS -5.7 2.9 MATTEL -7.3 22.0 20 1/4

SPECIALTY RETAILERS -5.6 -5.8 TOYS 'R' US -15.3 -23.8 30 1/2

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

PIONEER WINTHROP REAL ESTATE WRIGHT EQUIFUND-MEXICO NATL.FID.

INVMNT. 11.2 EQTY. -33.8

KEYSTONE AMERICA HARTWELL

EMERG. GR. A 11.2 FIDELITY LATIN AMERICA -19.8

PRA REAL ESTATE SECURITIES 10.5 TCW/DW LATIN AMERICAN GROWTH -19.2

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

SELIGMAN COMMUNICATIONS &

INFORM. A 35.3 MONITREND GOLD -50.2

DFA JAPANESE SMALL COMPANY 29.5 STEADMAN AMERICAN INDUSTRY -37.2

GOVETT SMALLER COMPANIES 28.7 STEADMAN OCEANOGRAPHIC

TECHNOLOGY -37.1

RELATIVE PORTFOLIOS

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

$11,263 $10,482 $10,145 $9,754 $9,041

+0.14% +0.31% -0.16% -0.30% -2.03%

DRI/McGRAW-HILL

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. 4, 1995, unless

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

performance and share prices are as of market close Jan. 3. Mutual fund returns

are as of Dec. 30, 1994. Relative portfolios are valued as of Jan. 3. A more

detailed explanation of this page is available on request. r=revised


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