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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Bonds stalled on mixed economic signals, then continued to rally as reports of

falling industrial production and weaker-than-expected housing starts helped

push the yield on the 30-year Treasury down to 6.86%. Stocks hit a new high,

with semiconductor companies surging. The dollar rose on optimism about

prospects of cutting the U.S. budget deficit. The greenback's gain was helped

by speculation that proposed U.S. tariffs on Japanese luxury autos would force

the Japanese to open their markets and help narrow the deficit.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4422.6 0.4 18.5

MIDSIZE COMPANIES (S&P MidCap Index) 190.5 1.9 12.4

SMALL COMPANIES (Russell 2000) 272.8 1.9 10.5

ALL COMPANIES (Russell 3000) 299.7 0.7 14.9

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3297.4 0.2 5.8

TOKYO (NIKKEI INDEX) 16,471.4 -2.1 -18.3

TORONTO (TSE COMPOSITE) 4373.4 2.2 2.2

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.83% 5.79% 4.28%

30-YEAR TREASURY BOND YIELD 6.86% 7.00% 7.28%

S&P 500 DIVIDEND YIELD 2.52% 2.54% 2.87%

S&P 500 PRICE/EARNINGS RATIO 16.2 16.2 20.0

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 476.3 474.6 Positive

Stocks above 200-day moving average 71.0% 69.0%r Negative

Speculative sentiment: Put/call ratio 0.65 0.74r Neutral

Insider sentiment: Vickers sell/buy ratio 1.16 1.19 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

ONE-MONTH LEADERS 1- 12- Strongest stock 1- 12-

month month in group month month Price

1 HOMEBUILDING 19.4 2.4 PULTE 24.0 12.2 26 1/2

2 SEMICONDUCTORS 14.3 67.8 NATIONAL SEMICONDUCTOR 37.7 41.3 26 1/2

3 PHOTOGRAPHY/IMAGING 13.3 32.2 EASTMAN KODAK 14.2 34.1 60 1/2

4 INSTRUMENTATION 12.0 74.0 HEWLETT-PACKARD 12.6 74.0 69 1/2

5 SPECIALTY CHEMICALS 11.9 30.3 W.R. GRACE 14.7 51.2 61 5/8

% change % change

ONE-MONTH LAGGARDS 1- 12- Weakest stock 1- 12-

month month in group month month Price

1 HMOs -21.9 -17.7 U.S. HEALTHCARE -28.1 -21.1 30 3/8

2 MANUFACTURED HOUSING -9.5 1.9 FLEETWOOD ENTERPRISES -12.2 3.1 20 5/8

3 TRANSPORTATION SERVICES -7.1 -3.6 PITTSTON SERVICES -16.1 -3.2 22 7/8

4 METALS -6.3 -2.0 INCO -10.7 3.1 25 1/8

5 DRUGS -5.3 31.2 ELI LILLY -9.8 29.6 70 1/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MORGAN STANLEY LATIN AMERICAN A 23.5 EV TRADITIONAL GREATER INDIA -9.0

2 UST MASTER EMERGING AMERICAS 20.4 FIDELITY SELECT MEDICAL DELIVERY -7.9

3 BT INVESTMENT LATIN 17.5 JOHN HANCOCK -6.9

AMERICAN EQUITY GLOBAL RX B

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

1 SELIGMAN COMMUNICATIONS 73.0 MONITREND -35.7

& INFORM. A GOLD

2 ALLIANCE TECHNOLOGY A 57.2 STEADMAN OCEANOGRAPHIC TECHNOLOGY -31.7

3 FIRST AMERICAN TECHNOLOGY A 57.0 AMERICAN HERITAGE -31.1

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 Treasury bonds Foreign stocks Money market fund Gold

$11,972 $11,618 $11,224 $10,521 $10,034

+0.88% +4.80% -3.42% +0.18% -1.10%

All data on this page are as of market close Wednesday, May 17, 1995, unless

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

performance and share prices are as of market close May 16. Mutual fund returns

are as of May 12. Relative portfolios are valued as of May 16. A more detailed

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


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