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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

The S&P and the Dow sagged but the smaller-cap indexes posted slight gains,

with the NASDAQ composite retaking the 1000 mark. There was some disappointment

at the reception to the Treasury's Aug. 8 auction of three-year notes. However,

the next day, the $13 billion, 10-year note sale went great guns. Still, that

didn't help stocks. The market may be in for some rough sledding. Note the four

technical indicators shown on this page-only one is pointing upward.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4671.5 -0.4 24.0

MIDSIZE COMPANIES (S&P MidCap Index) 206.3 0.6 19.4

SMALL COMPANIES (Russell 2000) 299.6 0.6 21.6

ALL COMPANIES (Russell 3000) 321.1 0.3 21.5

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.53% 5.57% 4.43%

30-YEAR TREASURY BOND YIELD 6.92% 6.86% 7.57%

S&P 500 DIVIDEND YIELD 2.38% 2.39% 2.77%

S&P 500 PRICE/EARNINGS RATIO 16.2 16.4 18.7

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3468.3 -0.9 9.5

TOKYO (NIKKEI INDEX) 16,789.3 0.4 -19.2

TORONTO (TSE COMPOSITE) 4623.9 0.6 10.0

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 499.8 497.4 Positive

Stocks above 200-day moving average 75.0% 75.0% Negative

Speculative sentiment: Put/call ratio 0.59 0.60r Negative

Insider sentiment: Vickers

sell/buy ratio 2.28 2.24 Neutral

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

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

month month in group month month Price

1 HOSPITAL 13.6 18.4 COLUMBIA/HCA 15.3 26.4 49 1/8

MANAGEMENT HEALTHCARE

2 HEALTH-CARE SERVICES 10.3 37.0 MANOR CARE 18.4 35.0 33 3/4

3 PUBLISHING 8.1 5.1 MEREDITH 32.7 46.5 33 1/2

4 BROADCASTING 8.0 28.6 CBS 17.5 27.8 78 3/4

5 SHOES 8.0 20.7 STRIDE RITE 13.4 -21.2 11 5/8

% change % change

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

month month in group month month Price

1 STEEL -14.9 -19.3 NUCOR -18.0 -22.9 51 3/4

2 HOMEBUILDING -11.2 7.5 KAUFMAN & BR0AD -13.1 -7.8 13 1/4

HOME

3 METAL AND GLASS -8.7 28.5 CROWN CORK -10.3 26.6 44 5/8

CONTAINERS & SEAL

4 SPECIALTY APPAREL -8.6 -10.8 THE LIMITED -11.2 0.7 18 7/8

RETAILERS

5 OIL AND GAS DRILLING -7.6 -2.6 ROWAN -9.5 -12.3 7 1/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS

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

1 WASATCH MICRO-CAP 12.1 STEADMAN AMERICAN -8.7

INDUSTRY

2 FIDELITY SELECT STEADMAN

MEDICAL DELIVERY 11.7 INVESTMENT -4.8

3 AMERICAN HERITAGE GROWTH 9.4 REMBRANDT ASIAN -3.9

TIGERS INV.

LAGGARDS

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

1 SELIGMAN COMMUNICATIONS WRIGHT

& INFORM. A 114.5 EQUIFUND-MEXICO -45.2

2 FIDELITY SELECT STEADMAN

ELECTRONICS 94.8 AMERICAN INDUSTRY -30.6

3 ALGER CAPITAL APPRECIATION 94.0 BT INVESTMENT LATIN -30.1

AMERICAN EQUITY

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

$12,506 $11,583 $11,040 $10,531 $10,183

+0.13% +0.38% -0.58% +0.13% +0.43%

All data on this page are as of market close Wednesday, Aug. 9, 1995, unless

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

performance and share prices are as of market close Aug. 8. Mutual fund returns

are as of Aug. 4. Relative portfolios are valued as of Aug. 8. A more detailed

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


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