Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

The big news in the markets was the dollar, which slid against the other major

currencies despite rescue efforts by the Federal Reserve and other central

banks. Traders were concerned about the U.S. trade deficit. Fears that the Fed

may not boost interest rates also spurred the decline. But the U.S. equity

markets were far cheerier, with the blue chips soaring to a record. The Dow

Jones industrial average climbed to a high of 4201.6 on Apr. 4. But the

dollar's woes dragged down stocks.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4200.6 1.0 14.2

MIDSIZE COMPANIES (S&P MidCap Index) 183.2 0.5 5.3

SMALL COMPANIES (Russell 2000) 261.2 0.5 2.6

ALL COMPANIES (Russell 3000) 287.6 0.4 10.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3190.2 1.5 1.9

TOKYO (NIKKEI INDEX) 15,882.5 -3.5 -19.4

TORONTO (TSE COMPOSITE) 4285.1 -0.3 -0.7

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.83% 5.80% 3.65%

30-YEAR TREASURY BOND YIELD 7.37% 7.37% 7.25%

S&P 500 DIVIDEND YIELD 2.60% 2.61% 2.82%

S&P 500 PRICE/EARNINGS RATIO 16.6 16.6 20.4

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 467.0 465.9 Positive

Stocks above 200-day moving average 61.0% 57.0% Neutral

Speculative sentiment: Put/call ratio 0.82 0.67r Positive

Insider sentiment: Vickers sell/buy ratio 1.09 1.00 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

FOUR-WEEK LEADERS month month in group month month Price

1 GOLD MINING 19.3 -4.0 SANTA FE 21.4 NA 12 3/4

PACIFIC GOLD

2 DEFENSE ELECTRONICS 16.2 22.3 E-SYSTEMS 45.4 45.4 63 5/8

3 SPECIALTY APPAREL RETAILERS 15.7 -12.7 THE LIMITED 22.5 7.8 22 1/2

4 DIVERSIFIED MACHINERY 10.4 0.8 CLARK EQUIPMENT 59.6 40.1 83

5 HOTELS AND MOTELS 10.1 17.2 HILTON HOTELS 13.1 32.2 75 3/8

% change % change

1- 12- Weakest stock 1- 12-

FOUR-WEEK LAGGARDS month month in group month month Price

1 TRUCKING -6.0 -23.2 YELLOW -18.5 -30.9 16 1/2

2 BROADCASTING -5.3 7.4 TELE-COMMUNICATIONS -11.1 -3.6 20

3 HOMEBUILDING -2.4 -22.1 KAUFMAN & BROAD HOME -12.9 -36.9 12 5/8

4 FOOD WHOLESALERS -1.9 14.6 SYSCO -5.2 5.9 27 1/8

5 ALCOHOLIC BEVERAGES -1.1 7.7 SEAGRAM -5.4 2.7 28 1/2

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 RYDEX PRECIOUS METALS 21.4 WARBURG PINCUS JAPAN OTC SERIES 2 -9.8

2 EXCEL MIDAS GOLD 20.9 STEADMAN OCEANOGRAPHIC TECHNOLOGY -7.2

3 CAPPIELLO-RUSHMORE GOLD 19.9 AMERICAN HERITAGE -5.0

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

1 GOVETT SMALLER COMPANIES 49.2 MONITREND GOLD -46.6

2 SELIGMAN COMMUNICATIONS BT INVESTMENT LATIN

& INFORM. A 47.8 AMERICAN EQUITY -42.7

3 FIDELITY SELECT HERCULES LATIN

HEALTH CARE 44.2 AMERICAN VALUE -42.5

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

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