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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

A gala week in the U.S. financial markets. The bond market went on a tear, as

investors were cheered on by signs of a slowing economy and sagging inflation.

The yield of benchmark 30-year Treasury bonds fell as low as 6.9% on May 9. But

the bond rally fizzled on May 10, as traders were upset by lackluster response

to a 10-year-note auction. The stock market respmnded strongly to the bond

rally, with the Dow Jones industrial average climbing above 4400, for the first

time, on May 10.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4404.6 0.7 21.4

MIDSIZE COMPANIES (S&P MidCap Index) 187.0 0.4 12.4

SMALL COMPANIES (Russell 2000) 267.8 0.3 9.0

ALL COMPANIES (Russell 3000) 297.6 0.8 16.9

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3290.1 0.8 5.1

TOKYO (NIKKEI INDEX) 16,826.5 -1.5 -16.5

TORONTO (TSE COMPOSITE) 4281.2 -0.4 2.7

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.79% 5.79% 4.32%

30-YEAR TREASURY BOND YIELD 7.00% 7.24% 7.61%

S&P 500 DIVIDEND YIELD 2.54% 2.53% 2.98%

S&P 500 PRICE/EARNINGS RATIO 16.2 16.2 19.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 474.6 472.8 Positive

Stocks above 200-day moving average 68.0% 64.0%r Neutral

Speculative sentiment: Put/call ratio 0.73 0.70 Positive

Insider sentiment: Vickers sell/buy ratio 1.19 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 HOMEBUILDING 21.5 6.3 PULTE 22.8 6.6 26 1/4

2 PHOTOGRAPHY/IMAGING 17.6 33.8 EASTMAN KODAK 18.4 34.3 61 1/8

3 SEMICONDUCTORS 16.0 62.2 NATIONAL SEMICONDUCTOR 31.8 20.4 24 3/8

4 MACHINE TOOLS 12.1 4.3 CINCINNATI MILACRON 15.0 35.4 27 3/4

5 COMPUTER SYSTEMS 11.5 52.5 SUN MICROSYSTEMS 22.8 94.6 42 13/16

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 HMOs -24.3 -20.3 U.S. HEALTHCARE -29.9 -23.0 29 7/16

2 TRANSPORTATION SERVICES -9.4 -8.5 PITTSTON SERVICES -19.7 -6.1 23

3 STEEL -9.2 -12.7 NUCOR -15.9 -22.3 46 1/4

4 METALS -8.7 0.0 INCO -15.5 -2.1 23 7/8

5 GOLD MINING -6.8 -3.9 ECHO BAY MINES -13.7 -20.3 9 1/16

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS

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

1 MORGAN STANLEY LATIN AMERICAN C 16.3 EV MARATHON GREATER INDIA -8.9

2 UST MASTER EMERGING AMERICAS 14.5 JOHN HANCOCK GLOBAL RX B -7.3

3 FIDELITY SELECT ELECTRONICS 13.7 FIDELITY SELECT MEDICAL DELIVERY-6.5

LAGGARDS

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

1 SELIGMAN COMMUNICATIONS

& INFORM. A 58.1 MONITREND GOLD -37.2

2 PERKINS OPPORTUNITY 47.9 STEADMAN OCEANOGRAPHIC TECHNOLOGY -33.8

3 ALLIANCE TECHNOLOGY A 47.5 STEADMAN AMERICAN INDUSTRY -32.3

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

$12,195 $11,625 $11,618 $10,520 $10,209

+1.69% +2.22% +4.80% +0.18% -0.12%

All data on this page are as of market close Wednesday, May 10, 1995, unless

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

performance and share prices are as of market close May 9. Mutual fund returns

are as of May 5. Relative portfolios are valued as of May 9. A more detailed

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


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