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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Blue chips staged a rally on Jan. 13, fueled by a surge in the bond market

because of an unexpected drop in December sales figures. The Dow Jones

industrial average climbed nearly 50 points, in the biggest gain since Oct. 28.

Interest-rate-sensitive stocks, such as banks, led the list of gainers. Retail

stocks, meanwhile, performed poorly. But the optimism vanished Jan. 18 because

of concern that the Federal Reserve may boost rates. Stocks declined in

quake-ravaged Japan.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3929.0 1.7 1.1

MIDSIZE COMPANIES (S&P MidCap Index) 173.5 2.1 -3.5

SMALL COMPANIES (Russell 2000) 252.3 1.7 -3.9

ALL COMPANIES (Russell 3000) 269.3 1.8 -1.5

% change

(local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3054.9 0.2 -12.1

TOKYO (NIKKEI INDEX) 19,223.3 -1.7 1.0

TORONTO (TSE COMPOSITE) 4170.8 -0.4 -8.6

Week Year

FUNDAMENTALS Latest ago ago

90-DAY TREASURY BILL YIELD 5.85% 5.75% 3.03%

30-YEAR TREASURY BOND YIELD 7.77% 7.84% 6.30%

S&P 500 DIVIDEND YIELD 2.76% 2.80% 2.60%

S&P 500 PRICE/EARNINGS RATIO 17.1 17.0 22.9

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 457.9 457.5 Positive

Stocks above 200-day moving average 40.0% 34.0% Positive

Speculative sentiment: Put/call ratio 0.51 0.54r Negative

Insider sentiment: Vickers sell/buy ratio 0.94 1.06 Positive

INDUSTRY GROUPS BLOOMBERG FINANCIAL MARKETS

% change % change

4- 52- Strongest stock 4- 52-

FOUR-WEEK LEADERS week week in group week week Price

1 AIRLINES 17.6 -24.2 SOUTHWEST AIRLINES 21.7 -46.6 19 5/8

2 LEISURE TIME 14.6 0.5 BALLY ENTERTAINMENT 26.1 -19.4 7 1/4

3 AFTERMARKET AUTO PARTS 11.9 -10.7 ECHLIN 20.4 -3.9 33 7/8

4 SEMICONDUCTORS 11.5 14.4 ADVANCED MICRO DEVICES 36.2 66.9 31 1/2

5 COMPUTER SYSTEMS 11.1 33.7 INTERGRAPH 25.4 -8.1 9 7/8

% change % change

4- 52- Weakest stock 4- 52-

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

1 GENERAL MERCHANDISE CHAINS -4.9 -14.6 DAYTON HUDSON -12.9 0.2 69

2 SPECIALTY APPAREL RETAILERS -3.1 -17.1 THE LIMITED -8.2 2.8 18 1/8

3 FOOD WHOLESALERS -3.1 2.6 FLEMING -7.4 -11.6 22

4 LONG-DISTANCE AT&T -4.1 -9.2 49 1/2

TELECOMMUNICATIONS -3.0 -14.1

5 APPAREL MANUFACTURING -3.0 -3.3 LIZ CLAIBORNE -22.9 -23.7 16 7/8

MUTUAL FUNDS MORNINGSTAR INC.

LEADERS LAGGARDS

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

1 BULL & BEAR WRIGHT EQUIFUND-MEXICO

SPECIAL EQUITIES 10.5 NATL.FID.EQTY. -37.3

2 GOVETT SMALLER BT INVESTMENT LATIN

COMPANIES 9.8 AMERICAN EQUITY -23.5

3 PROGRESSIVE AGGRESSIVE GROWTH 9.4 FIDELITY LATIN AMERICA -23.5

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

1 SELIGMAN COMMUNICATIONS MONITREND

& INFORM. A 29.0 GOLD -57.3

2 GOVETT SMALLER STEADMAN OCEANOGRAPHIC

COMPANIES 27.7 TECHNOLOGY -38.9

3 ROBERTSON STEPHENS STEADMAN AMERICAN

VALUE & GROWTH 25.0 INDUSTRY -36.6

RELATIVE PORTFOLIOS 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

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

$10,660 $10,488 $10,149 $9,839 $8,862

+0.16% +0.29% +1.81% +1.52% +0.96%

All data on this page are as of market close Wednesday, Jan. 18, 1995, unless

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

performance and share prices are as of market close Jan. 17. Mutual fund

returns are as of Jan. 13. Relative portfolios are valued as of Jan. 17. A more

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


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