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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Even though the Dow fell below 4000, stocks staged a strong performance

considering the near-collapse of the dollar. IBM hit its highest price in more

than two years, and Disney was in demand after it announced huge sales of its

Lion King home video. Oil stocks were on the rise, too. Bonds were down for the

week, but rebounded strongly on Mar. 8 as the dollar bounced off its lows.

Stocks could rise in the weeks ahead. Three of the four technical indicators

shown on this page are pointing up.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3979.2 -0.4 3.3

MIDSIZE COMPANIES (S&P MidCap Index) 177.6 -0.6 -1.9

SMALL COMPANIES (Russell 2000) 254.9 -0.5 -4.3

ALL COMPANIES (Russell 3000) 276.1 -0.7 2.0

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 2992.1 -1.6 -7.8

TOKYO (NIKKEI INDEX) 16,621.3 0.0 -16.2

TORONTO (TSE COMPOSITE) 4136.0 1.3 -6.9

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.92% 5.89% 3.61%

30-YEAR TREASURY BOND YIELD 7.54% 7.44% 6.84%

S&P 500 DIVIDEND YIELD 2.74% 2.67% 2.47%

S&P 500 PRICE/EARNINGS RATIO 16.1 16.2 21.2

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 463.1 462.3 Positive

Stocks above 200-day moving average 51.0% 55.0%r Neutral

Speculative sentiment: Put/call ratio 0.75 0.75r Positive

Insider sentiment: Vickers sell/buy ratio 0.80 0.78 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change Strongest % change

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

1 INSTRUMENTATION 15.0 31.2 HEWLETT-PACKARD 16.8 34.1 119 3/8

2 GOLD MINING 14.9 -6.2 SANTA FE PACIFIC 36.1 NA 12 1/4

GOLD

3 OIL EXPLORATION AND 7.1 -15.5 MAXUS ENERGY 50.0 10.5 5 1/4

PRODUCTION

4 SPECIALTY PRINTING 6.3 0.3 R.R. DONNELLEY & SONS 7.0 10.5 34 1/4

5 OIL WELL EQUIPMENT 5.7 3.5 BAKER HUGHES 11.1 6.7 20

AND SERVICES

% change Weakest % change

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

1 SPECIALTY RETAILERS -9.3 -7.2 LOWE'S -15.1 -1.0 32 3/8

2 ALUMINUM -6.7 -3.7 REYNOLDS METALS -7.8 -8.9 47 1/2

3 ELECTRIC COMPANIES -6.1 -11.2 ENTERGY -12.4 -36.3 21 1/4

4 HEALTH CARE SERVICES -6.1 0.1 UNITED HEALTHCARE -14.1 4.5 42 1/2

5 DEPARTMENT STORES -4.8 -19.8 MERCANTILE STORES -10.6 7.3 40 1/4

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 FIDELITY SELECT ELECTRONICS 11.7 WRIGHT EQUIFUND-MEXICO -28.8

NATL.FID.EQTY.

2 GOVETT SMALLER COMPANIES 9.1 MORGAN STANLEY LATIN -27.0

AMERICAN A

3 JOHN HANCOCK GLOBAL TECHNOLOGY A 8.5 FIDELITY LATIN AMERICA -21.7

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

1 FIDELITY SELECT HEALTH CARE 33.7 MONITREND GOLD -51.6

2 GOVETT SMALLER COMPANIES 29.4 FIDELITY LATIN AMERICA -47.8

3 SELIGMAN COMMUNICATIONS & INFORM. A 28.7 HERCULES LATIN AMERICAN VALUE -46.9

DRI/McGRAW-HILL

RELATIVE PORTFOLIOS

Dollar amounts represent the present value of $10,000 invested one year ago in

each portfolio

Percentages indicate five-day total returns

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

$10,744 $10,650 $10,502 $9,880 $9,613

+2.95% -1.08% +0.24% +1.49% -2.24%

All data on this page are as of market close Wednesday, Mar. 8, 1995, unless

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

performance and share prices are as of market close Mar. 7. Mutual fund returns

are as of Mar. 3. Relative portfolios are valued as of Mar. 7. A more detailed

explanation of this page is available on request. r=revised NA=Not available


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