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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

A worse-than-expected employment report raised fears that the economic slowdown

might turn into a recession. That sent the bond market into a buying frenzy. On

June 2, the yield on the 30-year U.S. Treasury bond fell to 6.5%, the lowest

point in 15 months. Stocks dropped at first, but the Dow Jones industrials

rallied back to 4485 on June 6. Also worth noting was the strong performance of

mid-cap and small-cap stocks. Both sectors have been laggards in this year's

rally.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4462.0 -0.1 19.0

MIDSIZE COMPANIES (S&P MidCap Index) 192.5 1.4 12.6

SMALL COMPANIES (Russell 2000) 274.8 1.7 10.0

ALL COMPANIES (Russell 3000) 303.2 0.4 15.1

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3370.8 1.5 10.9

TOKYO (NIKKEI INDEX) 15,679.6 1.6 -26.3

TORONTO (TSE COMPOSITE) 4476.3 0.6 6.5

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.76% 5.80% 4.21%

30-YEAR TREASURY BOND YIELD 6.55% 6.65% 7.28%

S&P 500 DIVIDEND YIELD 2.51% 2.51% 2.77%

S&P 500 PRICE/EARNINGS RATIO 16.4 16.4 20.1

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 481.0 479.3 Positive

Stocks above 200-day moving average 73.0% 70.0%r Negative

Speculative sentiment: Put/call ratio 0.61 0.71 Neutral

Insider sentiment: Vickers sell/buy ratio 1.17 1.23 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 16.4 10.8 PULTE 29.0 23.6 29 1/2

2 MANUFACTURED HOUSING 15.3 5.7 FLEETWOOD ENTER-

PRISES 18.7 9.2 22 1/4

3 METAL & GLASS CONTAINERS 15.0 30.7 CROWN CORK & SEAL 17.8 36.3 49 3/4

4 HMOs 12.8 -22.8 U.S. HEALTHCARE 13.3 -20.3 32

5 AUTOMOBILES 11.6 -0.9 FORD MOTOR 13.2 5.5 30

% change % change

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

month month in group month month Price

1 LEISURE TIME -10.3 -11.0 BRUNSWICK -14.7 -22.6 18 7/8

2 HOTELS AND MOTELS -4.4 21.3 HILTON HOTELS -13.7 24.1 67

3 MACHINE TOOLS -4.2 -0.8 CINCINNATI MILACRON -4.6 22.9 26 1/8

4 OFFICE EQUIPMENT -3.8 6.8 XEROX -9.3 7.0 111

AND SUPPLIES

5 TRUCKING -3.4 -26.8 CONSOLIDATED

FREIGHTWAYS -9.0 -9.0 22 3/4

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 AETNA ASIAN GROWTH SELECT 14.6 AMERICAN HERITAGE -11.3

2 MORGAN STANLEY ASIAN GROWTH A 13.4 JAPAN -10.2

3 GUINNESS FLIGHT CHINA 13.3 WARBURG PINCUS JAPAN -10.1

& HONG KONG OTC COMMON

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

1 SELIGMAN COMMUNICATIONS 71.8 AMERICAN HERITAGE -38.9

& INFORM. A

2 PERKINS OPPORTUNITY 58.5 STEADMAN AMERICAN INDUSTRY -35.1

3 FIRST AMERICAN TECHNOLOGY A 56.1 MONITREND GOLD -34.3

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 Treasury bonds Foreign stocks Money market fund Gold

$12,049 $11,643 $11,283 $10,525 $10,097

+2.29% +2.03% -0.90% +0.16% -0.40%

All data on this page are as of market close Wednesday, June 7, 1995, unless

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

performance and share prices are as of market close June 6. Mutual fund returns

are as of June 2. Relative portfolios are valued as of June 6. A more detailed

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


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