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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Stocks continued their strong upward march, with the Dow industrials surging 93

points for the week. The U.S. market is outpacing the major foreign bourses by

a wide margin. Since the beginning of the year, the Dow Jones industrial

average is ahead 12.1% and the Standard & Poor's 500-stock index is up 11.6%,

while the best showing abroad is the London market's 5.3% gain. The key to the

strong U.S. performance: robust earnings--especially among the computer

companies. Interest rates remain subdued, and that means that stocks may

continue to move higher.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4299.8 2.2 16.2

MIDSIZE COMPANIES (S&P MidCap Index) 184.6 1.7 7.2

SMALL COMPANIES (Russell 2000) 264.9 1.6 5.6

ALL COMPANIES (Russell 3000) 291.1 1.5 11.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3226.2 1.8 2.4

TOKYO (NIKKEI INDEX) 16,826.5 2.8 -14.7

TORONTO (TSE COMPOSITE) 4282.9 0.0 -0.1

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.82% 5.75% 3.98%

30-YEAR TREASURY BOND YIELD 7.32% 7.36% 7.11%

S&P 500 DIVIDEND YIELD 2.50% 2.55% 2.78%

S&P 500 PRICE/EARNINGS RATIO 16.3 16.7 20.1

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 471.3 469.6 Positive

Stocks above 200-day moving average 63.0% 62.0%r Neutral

Speculative sentiment: Put/call ratio 0.74 0.67 Positive

Insider sentiment: Vickers sell/buy ratio 1.21 1.14 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 DEFENSE ELECTRONICS 19.1 31.6 E-SYSTEMS 44.3 55.8 63 1/2

2 MACHINE TOOLS 17.6 0.6 CINCINNATI MILACRON 30.4 38.6 27 3/8

3 AIRLINES 15.1 9.1 USAIR GROUP 41.5 11.5 7 1/4

4 SAVINGS AND LOANS 14.4 14.4 GOLDEN WEST FINANCIAL 17.0 13.2 43 7/8

5 OIL AND GAS DRILLING 10.0 3.2 HELMERICH & PAYNE 11.9 9.8 29 3/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 HMOs -27.8 -16.3 U.S. HEALTHCARE -36.1 -33.5 28 3/4

2 BROADCASTING -12.0 0.4 TELE-COMMUNICATIONS -17.5 -8.4 17 5/8

3 DRUG CHAINS -6.4 12.7 RITE AID -10.0 20.7 22 5/8

4 PAPER CONTAINERS -4.6 14.5 BEMIS -6.4 19.5 27 5/8

5 ALCOHOLIC BEVERAGES -4.6 1.4 SEAGRAM -15.2 -4.8 27 1/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 WRIGHT EQUIFUND-MEXICO AMERICAN

NATL.FID.EQTY. 19.4 HERITAGE -7.7

2 JAPAN 14.8 STEADMAN AMERICAN INDUSTRY -7.4

3 DFA JAPANESE SMALL COMPANY 14.8 MFS OTC B -6.2

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

1 SELIGMAN COMMUNICATIONS MONITREND

& INFORM. A 53.9 GOLD -36.2

2 GOVETT SMALLER COMPANIES 44.0 STEADMAN OCEANOGRAPHIC TECHNOLOGY -34.6

3 ALLIANCE TECHNOLOGY A 43.7 STEADMAN AMERICAN INDUSTRY -34.1

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 Money market fund Treasury bonds Gold

$11,583 $11,346 $10,518 $10,436 $10,413

+1.33% +0.02% +0.18% +0.80% -0.79%

All data on this page are as of market close Wednesday, Apr. 26, 1995, unless

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

performance and share prices are as of market close Apr. 25. Mutual fund

returns are as of Apr. 21. Relative portfolios are valued as of Apr. 25. A more

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

available


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