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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

The Dow Jones industrials broke the 4800 barrier for the second time, closing

at 4802 on Oct. 19--the eighth anniversary of the 1987 stock market crash. But

the new level did not hold, even with a spate of good earnings reports and a

generally favorable interest-rate environment. Financial stocks took it in the

gut, with the S&P Financials Index plunging 6%. Foreign markets were losers as

well. Currency turmoil sent European stocks into a slump. And the battered

Mexican bolsa lost 5.4%.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4753.7 -0.5 23.5

MIDSIZE COMPANIES (S&P MidCap Index) 210.4 -2.6 21.8

SMALL COMPANIES (Russell 2000) 297.8 -2.0 18.7

ALL COMPANIES (Russell 3000) 333.5 -1.3 25.6

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.38% 5.41% 5.10%

30-YEAR TREASURY BOND YIELD 6.32% 6.33% 8.06%

S&P 500 DIVIDEND YIELD 2.35% 2.32% 2.81%

S&P 500 PRICE/EARNINGS RATIO 16.3 16.7 17.5

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3537.8 -1.5 17.9

TOKYO (NIKKEI INDEX) 17970.8 0.4 -9.0

TORONTO (TSE COMPOSITE) 4331.5 -3.5 1.7

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 530.9 527.7 Positive

Stocks above 200-day moving average 65.0% 67.0%r Neutral

Speculative sentiment: Put/call ratio 0.54 0.62r Neutral

Insider sentiment:

Vickers sell/buy ratio 2.58 2.55 Negative

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 HMOs 15.2 -4.3 U.S. HEALTHCARE 17.9 -16.0 39 1/2

2 DEFENSE ELECTRONICS 9.7 58.2 LORAL 12.7 55.6 31 1/8

3 PHOTOGRAPHY/IMAGING 9.5 32.9 EASTMAN KODAK 9.7 33.8 63 7/8

4 HOUSEHOLD PRODUCTS 9.0 34.3 KIMBERLY-CLARK 9.5 42.7 72 1/4

5 COMPUTER SYSTEMS 8.8 39.4 DIGITAL EQUIPMENT 37.9 76.5 53 5/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 PAPER CONTAINERS -11.3 -3.2 STONE CONTAINER -17.0 -5.0 16 1/2

2 OIL EXPLORATION -10.8 -5.7 BURLINGTON -11.2 -7.1 35 7/8

AND PRODUCTION RESOURCES

3 MACHINE TOOLS -10.7 1.8 CINCINNATI -13.4 -1.9 25 7/8

MILACRON

4 GENERAL -10.6 0.8 KMART -32.5 -36.4 9 5/8

MERCHANDISE CHAINS

5 GOLD MINING -10.1 -11.8 ECHO BAY MINES -16.5 -30.0 9 3/16

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 DREYFUS EDISON 6.9 WRIGHT -15.4

ELECTRIC INDEX EQUIFUND-MEXICO

2 WARBURG PINCUS 6.5 UNITED SERVICES GOLD -12.1

ADVISOR JAPAN OTC

3 CAPPIELLO-RUSHMORE 6.3 MFS GOLD & NATURAL -11.3

UTILITY INCOME RESOURCES B

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

1 FIDELITY SELECT 89.9 WRIGHT EQUIFUND-MEXICO -56.9

ELECTRONICS

2 ALGER CAPITAL 76.7 BT INVESTMENT LATIN -39.3

APPRECIATION AMERICAN EQUITY

3 FIDELITY SELECT 73.9 MERRILL LYNCH -38.1

COMPUTERS LATIN AMERICAN C

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

Treasury U.S. Foreign Money

bonds stocks stocks market fund Gold

$13,213 $13,010 $10,939 $10,552 $9,872

-0.19% -0.04% -0.22% +0.12% -0.23%

All data on this page are as of market close Wednesday, Oct. 25, 1995, unless

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

performance and share prices are as of market close Oct. 24. Mutual fund

returns are as of Oct. 20. Relative portfolios are valued as of Oct. 24. A more

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


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