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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Oh, what a market. Despite profit-taking in high-tech stocks, a sharp sell-off

in Mexican stocks (a consequence of a sickening slide in the peso), and a

lackluster rally in Japanese equities, U.S. stocks vaulted to new highs. For

the week, the Dow industrials, still trailing the gains achieved this year by

the broader Standard & Poor's 500-stock index, shot up 86 points--with 55 of

them coming on Nov. 8. Bonds rallied, too, as the likelihood that the Fed will

cut rates increased in the wake of weak retail sales numbers.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4852.7 1.8 26.6

MIDSIZE COMPANIES (S&P MidCap Index) 214.3 1.4 23.3

SMALL COMPANIES (Russell 2000) 302.3 1.5 20.1

ALL COMPANIES (Russell 3000) 339.0 1.3 26.9

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3537.1 0.5 14.1

TOKYO (NIKKEI INDEX) 17,863.3 2.2 -8.0

TORONTO (TSE COMPOSITE) 4576.4 2.8 9.2

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.52% 5.46% 5.34%

30-YEAR TREASURY BOND YIELD 6.25% 6.29% 8.11%

S&P 500 DIVIDEND YIELD 2.29% 2.33% 2.77%

S&P 500 PRICE/EARNINGS RATIO 16.6 16.3 17.3

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 536.8 533.7 Positive

Stocks above 200-day moving average 63.0% 62.0%r Neutral

Speculative sentiment: Put/call ratio 0.59 0.69r Negative

Insider sentiment: Vickers sell/buy ratio 2.55 2.62 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 14.5 4.1 UNITED HEALTHCARE 17.4 18.9 57 1/2

2 PHOTOGRAPHY/ 11.7 39.1 EASTMAN KODAK 12.1 39.5 64 7/8

IMAGING

3 HOMEBUILDING 10.5 44.7 CENTEX 14.0 59.5 33 1/2

4 COMPUTER SOFTWARE 10.0 45.4 COMPUTER 31.3 67.6 52 1/2

ASSOCIATES INTL.

5 COMPUTER SYSTEMS 9.3 41.6 SUN MICROSYSTEMS 41.4 155.6 79 7/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 MACHINE TOOLS -10.1 -3.0 CINCINNATI -11.9 -4.8 25

MILACRON

2 SPECIALTY PRINTING -9.6 11.7 DELUXE -17.8 -5.3 26 5/8

3 PERSONAL LOANS -8.4 52.3 HOUSEHOLD -9.7 66.9 58

INTERNATIONAL

4 MONEY CENTER BANKS -6.4 41.7 CHASE MANHATTAN -9.0 59.7 57 7/8

5 PAPER CONTAINERS -6.2 1.4 TEMPLE-INLAND -6.8 -1.3 46 1/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 SMITH BARNEY SPECIAL 17.9 WRIGHT EQUIFUND-MEXICO -19.8

EQUITIES B

2 GOVETT SMALLER COMPANIES A 13.0 UNITED SERVICES GOLD -12.1

3 DOMINION INSIGHT GROWTH 12.7 MFS GOLD & NATURAL -11.4

RESOURCES B

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

1 FIDELITY SELECT ELECTRONICS 92.0 WRIGHT EQUIFUND-MEXICO -61.5

2 GOVETT SMALLER COMPANIES A 80.1 TCW/DW LATIN AMERICAN GROWTH -42.7

3 ALGER CAPITAL APPRECIATION 77.2 MERRILL LYNCH LATIN -41.5

AMERICA 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

$13,436 $12,928 $11,070 $10,555 $9,895

+0.45% +0.83% +0.30% +0.12% +0.69%

All data on this page are as of market close Wednesday, Nov. 8, 1995, unless

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

performance and share prices are as of market close Nov. 7. Mutual fund returns

are as of Nov. 3. Relative portfolios are valued as of Nov. 7. A more detailed

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


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