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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

There's just no stopping this market. The major indexes hit highs, not once but

twice during the week. The Standard & Poor's 500-stock index rose a nifty 1.5%,

while the Dow industrials jumped 1.7%. What is so impressive about the Dow's

performance is that IBM, a major Dow component, was down 6 points for the week,

the result of the company announcing that third-quarter earnings estimates were

too high. Behind the stock rally: the recent decline in interest rates,

continuing signs of subdued inflation, and the rebounding dollar.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4765.5 1.7 22.3

MIDSIZE COMPANIES (S&P MidCap Index) 217.5 1.0 23.6

SMALL COMPANIES (Russell 2000) 316.0 1.7 22.7

ALL COMPANIES (Russell 3000) 334.2 1.5 23.9

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.45% 5.48% 4.68%

30-YEAR TREASURY BOND YIELD 6.52% 6.59% 7.67%

S&P 500 DIVIDEND YIELD 2.34% 2.37% 2.71%

S&P 500 PRICE/EARNINGS RATIO 16.7 16.4 18.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3570.8 0.4 15.9

TOKYO (NIKKEI INDEX) 18,614.3 5.6 -6.6

TORONTO (TSE COMPOSITE) 4586.9 0.3 5.6

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 511.8 508.8 Positive

Stocks above 200-day moving average 79.0% 77.0%r Negative

Speculative sentiment: Put/call ratio 0.52 0.54r Negative

Insider sentiment: Vickers sell/buy ratio 2.30 2.35 Neutral

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 PERSONAL LOANS 14.2 44.5 HOUSEHOLD 15.2 56.9 59 5/8

INTERNATIONAL

2 COMMUNICATIONS 12.3 75.0 CISCO SYSTEMS 22.0 186.2 71 3/8

EQUIPMENT

3 SAVINGS AND LOANS 11.5 15.4 GREAT WESTERN 14.5 19.5 23 3/4

FINANCIAL

4 INVESTMENT 11.3 39.6 DEAN WITTER, 19.4 36.9 57

BANKING/BROKERAGE DISCOVER

5 MULTI-LINE INSURERS 11.1 38.0 AETNA LIFE 12.0 45.7 70 1/8

& CASUALTY

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 HOUSEWARES -2.3 11.8 RUBBERMAID -3.7 9.9 29 1/4

2 SHOES -1.9 13.0 BROWN GROUP -22.5 -48.7 19

3 COMPUTER SYSTEMS -1.8 47.0 IBM -10.8 43.7 97 1/2

4 SPECIALTY RETAILERS -1.4 -5.0 HOME DEPOT -5.6 -8.0 40 1/8

5 TOYS -1.2 23.3 MATTEL -2.1 36.1 29 1/4

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 FIDELITY SELECT WRIGHT

COMPUTERS 12.0 EQUIFUND-SPAIN -4.8

2 VAN ECK ASIA EV MARATHON

INFRASTRUCTURE A 11.9 GREATER INDIA -4.7

3 PROGRESSIVE DFA CONTINENTAL

ENVIRONMENTAL 11.8 SMALL COMPANY -3.6

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

1 FIDELITY SELECT WRIGHT

ELECTRONICS 106.3 EQUIFUND-MEXICO -45.9

2 GOVETT SMALLER BT INVESTMENT

COMPANIES A 97.3 LATIN AMERICAN EQUITY -36.6

3 ALGER CAPITAL HERCULES LATIN

APPRECIATION 96.4 AMERICAN VALUE -35.0

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

$12,633 $12,433 $11,007 $10,538 $9,902

+1.29% +0.43% +0.48% +0.12% +0.98%

All data on this page are as of market close Wednesday, Sept. 13, 1995, unless

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

performance and share prices are as of market close Sept. 12. Mutual fund

returns are as of Sept. 8. Relative portfolios are valued as of Sept. 12. A

more detailed explanation of this page is available on request. r=revised

NA=Not available


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