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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Inflation news continued to tug at the financial markets. On June 13, stocks

climbed in the belief that rates were swinging downward. The rate of benchmark

30-year Treasuries fell from 6.7% to 6.55%, on the strength of a report that

retail sales rose less than expected in May. Stocks of financial-services

companies were boosted by the good rate news. The markets were generally flat

on June 14. The dollar fell, however, after the Bundesbank decided not to cut

German interest rates.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4491.1 0.7 18.5

MIDSIZE COMPANIES (S&P MidCap Index) 194.1 0.8 13.3

SMALL COMPANIES (Russell 2000) 278.9 1.5 11.0

ALL COMPANIES (Russell 3000) 305.3 0.7 15.2

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3339.8 -0.9 9.7

TOKYO (NIKKEI INDEX) 14,660.5 -6.5 -31.1

TORONTO (TSE COMPOSITE) 4494.3 0.4 7.9

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.61% 5.76% 4.21%

30-YEAR TREASURY BOND YIELD 6.57% 6.55% 7.40%

S&P 500 DIVIDEND YIELD 2.49% 2.51% 2.74%

S&P 500 PRICE/EARNINGS RATIO 16.5 16.4 20.4

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 482.6 481.0 Positive

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

Speculative sentiment: Put/call ratio 0.65 0.61 Neutral

Insider sentiment: Vickers sell/buy ratio 1.18 1.17 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 HMOs 12.3 -16.0 U.S. HEALTHCARE 14.2 -18.0 34 1/8

2 GOLD MINING 11.4 4.9 PLACER DOME 15.7 19.8 25 3/4

3 AIRLINES 11.2 23.0 USAIR GROUP 37.1 60.4 10 5/8

4 DRUGS 10.7 41.6 MERCK 14.2 54.8 48 3/8

5 BROADCASTING 8.9 16.4 CAPITAL CITIES/ABC 16.5 36.6 98 3/4

% change % change

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

month month in group month month Price

1 LEISURE TIME -13.5 -8.9 BRUNSWICK -18.7 -20.9 18 1/2

2 HOUSEWARES -7.6 8.8 RUBBERMAID -17.3 -4.5 26 3/8

3 HOTELS AND MOTELS -4.7 25.9 PROMUS -5.4 21.3 41 3/8

4 TRUCKING -4.6 -26.2 YELLOW -10.5 -10.2 17

5 APPAREL FRUIT OF

MANUFACTURING -4.2 -1.1 THE LOOM -6.0 -17.1 23 5/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS

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

1 RYDEX PRECIOUS METALS 11.6 AMERICAN HERITAGE -11.3

2 BENHAM GOLD EQUITIES INDEX 9.1 WRIGHT EQUIFUND-MEXICO -9.5

3 EXCEL MIDAS GOLD 8.1 WARBURG PINCUS -9.4

ADVISOR JAPAN OTC

LAGGARDS

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

1 SELIGMAN COMMUNICATIONS

& INFORM. A 84.3 AMERICAN HERITAGE -38.4

2 PERKINS OPPORTUNITY 66.4 STEADMAN AMERICAN INDUSTRY -33.8

3 ALLIANCE TECHNOLOGY A 65.6 FIDELITY LATIN AMERICA -31.4

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. Treasury Foreign Money

stocks bonds stocks market fund Gold

$11,968 $11,555 $11,020 $10,526 $10,083

+0.09% -2.52% -2.49% +0.16% +0.73%

All data on this page are as of market close Wednesday, June 14, 1995, unless

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

performance and share prices are as of market close June 13. Mutual fund

returns are as of June 9. Relative portfolios are valued as of June 13. A more

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

available


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