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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

The U.S. stock market could be summed up in one word: Wow. The Dow Jones

industrial average closed above 5000 for the first time on Nov. 21, rising 40

points to end the day at 5023.6. The rally was spurred on by hope for a cut in

short-term rates and sentiment that the budget impasse in Washington would give

way to reduced deficits. Cheery economic sentiment also boosted stocks earlier

in the week. But bonds were sluggish, with the price of 30-year Treasuries

falling slightly on Nov. 21.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5023.6 2.0 36.6

MIDSIZE COMPANIES (S&P MidCap Index) 212.7 -0.3 28.0

SMALL COMPANIES (Russell 2000) 301.1 -0.1 24.3

ALL COMPANIES (Russell 3000) 341.9 0.7 32.7

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3604.1 0.9 17.1

TOKYO (NIKKEI INDEX) 18,384.3 4.0 -3.1

TORONTO (TSE COMPOSITE) 4624.7 1.4 14.0

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.51% 5.55% 5.43%

30-YEAR TREASURY BOND YIELD 6.27% 6.29% 8.04%

S&P 500 DIVIDEND YIELD 2.48% 2.27% 2.85%

S&P 500 PRICE/EARNINGS RATIO 17.0 16.7 16.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 542.2 539.8 Positive

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

Speculative sentiment: Put/call ratio 0.66 0.66r Neutral

Insider sentiment: Vickers sell/buy ratio 1.88 2.25 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 PHOTOGRAPHY/IMAGING 14.1 44.0 EASTMAN KODAK 14.9 44.5 70 1/4

2 METAL AND GLASS 12.8 3.4 CROWN CORK & SEAL 14.7 5.1 40 7/8

CONTAINERS

3 TRUCKING 11.7 0.8 ROADWAY SERVICES 17.6 1.5 51 3/4

4 HMOs 11.1 -2.0 U.S. HEALTHCARE 11.6 -15.2 39 5/8

5 MANUFACTURED HOUSING 9.2 8.9 FLEETWOOD 10.5 11.2 22 3/8

ENTERPRISES

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 SEMICONDUCTORS -9.4 47.9 MICRON TECHNOLOGY -31.4 150.2 49 7/8

2 PAPER CONTAINERS -6.8 -0.6 STONE CONTAINER -14.0 0.8 15 3/8

3 FOREST PRODUCTS -6.4 12.1 WILLAMETTE -16.2 28.2 54 1/2

INDUSTRIES

4 PERSONAL LOANS -5.6 53.8 HOUSEHOLD -8.0 64.6 59 1/4

INTERNATIONAL

5 HOTELS AND MOTELS -4.3 12.8 HARRAH'S -16.1 9.8 22 3/4

ENTERTAINMENT

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 SMITH BARNEY SPECIAL 12.0 WRIGHT EQUIFUND-MEXICO -17.7

EQUITIES B

2 JOHN HANCOCK SPECIAL 10.9 STEADMAN OCEANOGRAPHIC -14.1

EQUITIES A TECHNOLOGY

3 FIDELITY SELECT 8.6 VAN ECK ASIA -12.3

CONSUMER PRODUCTS INFRASTRUCTURE A

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

1 FIDELITY SELECT 75.3 WRIGHT EQUIFUND-MEXICO -61.6

ELECTRONICS

2 GOVETT SMALLER 73.3 TCW/DW LATIN AMERICAN -41.8

COMPANIES A GROWTH

3 ALGER CAPITAL 69.7 TCW GALILEO LATIN -41.4

APPRECIATION 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

U.S. Treasury Foreign Money

stocks bonds stocks market fund Gold

$13,608 $13,429 $11,470 $10,558 $10,043

+0.77% +0.03% +2.27% +0.12% -0.52%

All data on this page are as of market close Tuesday, Nov. 21, 1995, unless

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

performance and share prices are as of market close Nov. 20. Mutual fund

returns are as of Nov. 17. Relative portfolios are valued as of Nov. 20. A more

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


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