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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

U.S. stocks continue to rise and records continue to fall. On May 3, the Dow

industrials jumped 44 points to close at a record 4373. The broader Standard &

Poor's 500-stock index looked sharp, too, reaching the 520 level. What's making

the market go is a potent mix of higher-than-expected earnings and falling

interest rates. The latest economic indicators continue to point toward a

slowing economy and a tepid inflation outlook--conditions that should keep

interest rates in check.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4373.2 1.7 18.3

MIDSIZE COMPANIES (S&P MidCap Index) 186.2 0.9 7.4

SMALL COMPANIES (Russell 2000) 266.8 0.7 4.9

ALL COMPANIES (Russell 3000) 295.1 1.4 12.8

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3262.6 1.1 6.3

TOKYO (NIKKEI INDEX) 17,088.7 1.6 -12.7

TORONTO (TSE COMPOSITE) 4300.3 0.4 0.7

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.79% 5.82% 4.13%

30-YEAR TREASURY BOND YIELD 7.24% 7.32% 7.34%

S&P 500 DIVIDEND YIELD 2.53% 2.50% 2.80%

S&P 500 PRICE/EARNINGS RATIO 16.2 16.3 19.9

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 472.8 471.3 Positive

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

Speculative sentiment: Put/call ratio 0.70 0.63r Neutral

Insider sentiment:

Vickers sell/buy ratio 1.21 1.21 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 SAVINGS AND LOANS 16.4 21.6 GOLDEN WEST FINANCIAL 20.3 18.7 46

2 SEMICONDUCTORS 13.2 50.4 NATIONAL SEMICONDUCTOR 32.1 12.1 23 1/8

3 MACHINE TOOLS 12.8 -1.6 CINCINNATI MILACRON 18.0 29.3 27

4 COMPUTER SYSTEMS 11.5 46.7 SUN MICROSYSTEMS 17.6 76.8 40 7/8

5 ENGINEERING AND 10.3 -8.1 MORRISON KNUDSEN 37.5 -65.3 8 1/4

CONSTRUCTION

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 HMOs -26.7 -20.0 U.S. HEALTHCARE -36.7 -28.2 28

2 SPECIALTY APPAREL -10.7 -17.8 GAP -12.7 -32.4 31

RETAILERS

3 STEEL -9.7 -15.2 NUCOR -13.8 -21.1 48 1/2

4 BROADCASTING -8.1 1.7 TELE-COMMUNICATIONS -14.3 -7.7 18

5 SPECIALTY RETAILERS -6.9 -8.6 LOWE'S -20.3 -24.9 27 1/2

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MORGAN STANLEY LATIN AMERICAN A 19.3 EV MARATHON GREATER INDIA -6.9

2 WRIGHT EQUIFUND-MEXICO 19.0 AMERICAN HERITAGE -6.6

NATL. FID. EQTY.

3 BT INVESTMENT LATIN AMERICAN EQUITY 15.2 MFS OTC A -6.5

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

1 SELIGMAN COMMUNICATIONS & INFORM. A 57.1 MONITREND GOLD -36.8

2 GOVETT SMALLER COMPANIES 46.8 STEADMAN AMERICAN INDUSTRY-34.3

3 WASATCH MID-CAP 46.5 STEADMAN OCEANOGRAPHIC -34.0

TECHNOLOGY

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

$11,721 $11,576 $10,687 $10,519 $10,359

+0.54% +0.15% +0.07% +0.18% -0.31%

All data on this page are as of market close Wednesday, May 3, 1995, unless

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

performance and share prices are as of market close May 2. Mutual fund returns

are as of Apr. 28. Relative portfolios are valued as of May 2. A more detailed

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


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