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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

A spate of economic reports kept investors on edge. Factory orders and retail

sales perked up in August, and car purchases boosted consumer spending. But

personal incomes stayed the same, and manufacturers saw business fall for the

fourth time in five months in September. Bond mavens, figuring that

weaker-than-expected growth would lead the Federal Reserve to lower interest

rates later this year, bid up the price on 30-year Treasuries. That sent the

bond's yield from 6.58% to 6.43%. The Dow had a down week as tech stocks gave

up some ground.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4740.7 -0.5 25.2

MIDSIZE COMPANIES (S&P MidCap Index) 209.7 -1.7 22.8

SMALL COMPANIES (Russell 2000) 300.8 -1.6 20.6

ALL COMPANIES (Russell 3000) 332.9 -0.3 27.5

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3544.1 1.7 19.9

TOKYO (NIKKEI INDEX) 18145.1 -0.6 -8.1

TORONTO (TSE COMPOSITE) 4492.6 -0.2 5.6

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.45 % 5.41 % 5.07 %

30-YEAR TREASURY BOND YIELD 6.43 % 6.58 % 7.95 %

S&P 500 DIVIDEND YIELD 2.34 % 2.34 % 2.80 %

S&P 500 PRICE/EARNINGS RATIO 16.8 16.8 17.9

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 521.6 518.4 Positive

Stocks above 200-day moving average 72.0 % 72.0 %r Negative

Speculative sentiment: Put/call ratio 0.66 0.64 r Neutral

Insider sentiment: Vickers sell/buy ratio 2.72 2.69 Negative

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

ONE-MONTH LEADERS

% change % change

1-month 12-month Strongest stock 1-month 12-month Price

in group

HMOs 16.4 -15.1 UNITED HEALTHCARE 17.6 -7.3 49 1/4

INSTRUMENTATION 15.5 81.3 TEKTRONIX 28.0 54.1 58 3/8

SHOES 14.9 41.3 NIKE 24.3 94.9 115

DRUGS 14.1 55.0 SCHERING-PLOUGH 15.8 47.6 53 1/8

SOFT DRINKS 11.3 49.9 PEPSICO 14.3 54.7 52

ONE-MONTH LAGGARDS

% change % change

1-month 12-month Weakest stock 1-month 12-month Price

in group

METAL AND GLASS -12.8 3.1 CROWN CORK & -12.9 0.7 39

CONTAINERS SEAL

DIVERSIFIED -11.1 6.9 CATERPILLAR -19.0 1.8 55 3/8

MACHINERY

STEEL -9.0 -30.2 INLAND STEEL -17.5 -42.4 22 3/8

INDUSTRIES

OIL AND GAS -8.8 1.6 ROWAN -11.8 3.5 7 1/2

DRILLING

POLLUTION CONTROL -8.2 -2.8 BROWNING-FERRIS -9.7 -5.8 30 3/8

INDUSTRIES

MUTUAL FUNDS

LEADERS LAGGARDS

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

IAI EMERGING GROWTH 8.1 WRIGHT EQUIFUND-MEXICO -5.3

FIDELITY SELECT FOOD & 8.0 ARCH EMERGING GROWTH -5.1

AGRICULTURE INSTITUTIONAL

WASATCH MID-CAP 7.9 FIDELITY SELECT INDUS- -5.0

TRIAL EQUIPMENT

LEADERS LAGGARDS

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

FIDELITY SELECT ELECTRONICS 97.1 WRIGHT EQUIFUND-MEXICO -51.9

ALGER CAPITAL APPRECIATION 91.3 BT INVESTMENT LATIN -40.7

AMERICAN EQUITY

ALGER DEFINED CONTRIBUTION 84.7 HERCULES LATIN AMERICAN -38.8

SMALL CAP VALUE

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 Gold

fund

$13,191 $12,707 $10,973 $10,545 $9,659

+0.16% +1.69% +0.70% +0.12% -0.42%

All data on this page are as of market close Wednesday, Oct. 4, 1995, unless

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

performance and share prices are as of market close Oct. 3. Mutual fund returns

are as of Sept. 29. Relative portfolios are valued as of Oct. 3. A more

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


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