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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Generally buoyant economic tidings called the tune for much of the week. Large

cap stocks rallied on Oct. 27, reacting to a government report that economic

growth was on an upswing in the third quarter. The Dow Jones industrial average

gained 38 points, rising to 4742, in reaction to word that the economy grew at

a 4.2% annual rate, which was higher than expected. Technology stocks led the

advance. But bonds didn't suffer: 30-year Treasuries dipped to 6.29% on Nov. 1,

the lowest in two years.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4766.7 0.3 24.2

MIDSIZE COMPANIES (S&P MidCap Index) 211.4 0.5 20.6

SMALL COMPANIES (Russell 2000) 297.7 0.0 17.3

ALL COMPANIES (Russell 3000) 334.6 0.3 24.8

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.46% 5.38% 5.21%

30-YEAR TREASURY BOND YIELD 6.29% 6.32% 8.09%

S&P 500 DIVIDEND YIELD 2.33% 2.35% 2.78%

S&P 500 PRICE/EARNINGS RATIO 16.3 16.3 17.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3518.7 -0.5 14.2

TOKYO (NIKKEI INDEX) 17,474.5 -2.8 -11.5

TORONTO (TSE COMPOSITE) 4453.0 2.8 5.3

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 533.7 530.9 Positive

Stocks above 200-day moving average 61.0% 63.0%r Neutral

Speculative sentiment: Put/call ratio 0.70 0.58r Positive

Insider sentiment: Vickers sell/

buy ratio 2.62 2.58 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 COMPUTER SOFTWARE 9.2 45.2 COMPUTER 30.2 65.8 55

ASSOCIATES INTL.

2 HMOs 8.3 -8.0 U.S. HEALTHCARE 8.8 -18.5 38 1/2

3 HOMEBUILDING 8.1 37.3 CENTEX 12.9 47.2 32 3/4

4 FOOD WHOLESALERS 7.8 19.8 SYSCO 11.5 22.1 30 3/8

5 COMPUTER SYSTEMS 7.2 37.8 SUN MICROSYSTEMS 23.8 138.2 78

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 MACHINE TOOLS -14.4 -2.4 CINCINNATI MILACRON -18.3 -5.9 25 3/4

2 GENERAL MERCH- -14.4 -5.5 KMART -44.0 -50.8 8 1/8

ANDISE CHAINS

3 GOLD MINING -13.3 -8.4 SANTA FE -21.8 -31.3 9 7/8

PACIFIC GOLD

4 DEPARTMENT STORES -12.2 -8.5 J.C. PENNEY -15.1 -17.0 42 1/8

5 PAPER CONTAINERS -12.2 -1.2 TEMPLE-INLAND -14.6 -3.7 45 1/2

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 CAPSTONE NEW ZEALAND 7.0 WRIGHT EQUIFUND-MEXICO -19.0

2 WHITE OAK GROWTH STOCK 4.5 CAPPIELLO-RUSHMORE GOLD -16.6

3 SMITH BARNEY SPECIAL 3.1 MFS GOLD & NATURAL RESOURCES B -15.3

EQUITIES B

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

1 FIDELITY SELECT 81.8 WRIGHT EQUIFUND-MEXICO -59.7

ELECTRONICS

2 GOVETT SMALLER 70.1 TCW/DW LATIN -42.4

COMPANIES A AMERICAN GROWTH

3 FIDELITY SELECT 66.7 TCW GALILEO LATIN -41.8

COMPUTERS AMERICA 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

Treasury U.S. Foreign Money

bonds stocks stocks market fund Gold

$13,084 $12,791 $10,948 $10,554 $9,773

-0.16% -0.86% -1.23% +0.12% +0.03%

All data on this page are as of market close Wednesday, Nov. 1, 1995, unless

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

performance and share prices are as of market close Oct. 31. Mutual fund

returns are as of Oct. 27. Relative portfolios are valued as of Oct. 31. A more

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


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