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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

A stronger-than-expected retail sales report dimmed hopes for the scenario of

slow economic growth. Bond prices fell, pushing the yield on the 30-year

Treasury up to 7.45%. The stock market flirted with Mar. 20's record high,

falling just short at 4083. The dollar remained weak, but a strong German mark

boosted the GAM Global and International funds. The funds, which have 55% in

European government bonds, are hedged 85% into the mark. GAM Global is up more

than 15% in the past month, as shown on this page.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4083.0 1.1 5.5

MIDSIZE COMPANIES (S&P MidCap Index) 179.7 -0.5 -2.0

SMALL COMPANIES (Russell 2000) 256.8 -0.2 -5.0

ALL COMPANIES (Russell 3000) 282.2 0.5 3.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3139.7 3.0 -0.5

TOKYO (NIKKEI INDEX) 15,904.9 -4.6 -20.3

TORONTO (TSE COMPOSITE) 4263.2 1.1 -7.5

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.85% 5.89% 3.55%

30-YEAR TREASURY BOND YIELD 7.45% 7.36% 6.89%

S&P 500 DIVIDEND YIELD 2.65% 2.68% 2.79%

S&P 500 PRICE/EARNINGS RATIO 16.5 16.3 21.3

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 464.8 463.9 Positive

Stocks above 200-day moving average 53.0% 53.0% Neutral

Speculative sentiment: Put/call ratio 0.67 0.70r Neutral

Insider sentiment: Vickers

sell/buy ratio 0.94 0.83 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

4- 52- Strongest stock 4- 52-

FOUR-WEEK LEADERS week week in group week week Price

1 TOBACCO 13.1 22.9 PHILIP MORRIS 15.6 28.3 66 7/8

2 MEDICAL PRODUCTS

AND SUPPLIES 11.2 35.9 BOSTON SCIENTIFIC 32.0 59.7 24 3/4

3 COMPUTER SOFTWARE 11.1 20.4 MICROSOFT 16.8 66.4 70 1/2

4 GOLD MINING 10.8 -8.3 NEWMONT MINING 14.7 -6.4 40 7/8

5 OFFICE EQUIPMENT 8.0 5.9 XEROX 9.0 18.0 118

AND SUPPLIES

% change % change

4- 52- Weakest stock 4- 52-

FOUR-WEEK LAGGARDS week week in group week week Price

1 PAPER CONTAINERS -7.5 14.7 TEMPLE-INLAND -10.3 -7.8 44 5/8

2 METALS -6.9 -10.0 ASARCO -13.3 -9.3 24 1/2

3 STEEL -6.2 -18.7 INLAND STEEL -18.9 -29.8 24 1/8

INDUSTRIES

4 APPAREL MANUFACTURING -5.7 -9.4 LIZ CLAIBORNE -11.2 -34.3 14 7/8

5 FOREST PRODUCTS -5.4 4.1 LOUISIANA-PACIFIC -11.6 -36.1 25 5/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 GAM GLOBAL 15.4 WRIGHT EQUIFUND-MEXICO NATL.FID.EQTY. -25.4

2 GAM INTERNATIONAL 11.7 MORGAN STANLEY LATIN AMERICAN B -14.0

3 EXCEL MIDAS GOLD 11.1 MERRILL LYNCH LATIN AMERICA C -12.1

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

1 FIDELITY SELECT HEALTH CARE 37.2 MONITREND GOLD -47.6

2 GOVETT SMALLER COMPANIES 28.5 HERCULES LATIN AMERICAN VALUE -46.8

3 SELIGMAN COMMUNICATIONS 28.3 BT INVESTMENT LATIN -45.9

& INFORM. A AMERICAN EQUITY

DRI/McGRAW-HILL

RELATIVE PORTFOLIOS

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


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