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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Another record-breaking week for stocks on Wall Street. The Dow Jones

industrials vaulted over the 5200 level on Dec. 13 to close at 5216.5. The

Standard & Poor's 500-stock index reached a new high as well. But the big

action was mainly in the blue chips. Stocks of small and midsize companies did

not fare as well. Japanese stocks, up 1.1%, reached their highest level in

nearly a year. The big loser was Mexico, where stocks plunged 3.5%. For

dollar-based investors, the damage was even worse--down 5.2%.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5216.5 0.3 39.2

MIDSIZE COMPANIES (S&P MidCap Index) 216.8 -0.8 31.0

SMALL COMPANIES (Russell 2000) 312.6 0.0 31.4

ALL COMPANIES (Russell 3000) 353.7 0.1 36.4

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.41% 5.47% 5.82%

30-YEAR TREASURY BOND YIELD 6.07% 6.03% 7.86%

S&P 500 DIVIDEND YIELD 2.21% 2.20% 2.83%

S&P 500 PRICE/EARNINGS RATIO 17.6 18.3 16.8

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3662.4 0.0 22.9

TOKYO (NIKKEI INDEX) 19,283.5 1.1 1.9

TORONTO (TSE COMPOSITE) 4698.4 -1.0 15.2

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 551.8 548.5 Positive

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

Speculative sentiment: Put/call ratio 0.63 0.60r Neutral

Insider sentiment: Vickers sell/buy ratio 1.45 1.52 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest 1- 12-

ONE-MONTH LEADERS month month stock in group month month Price

1 OIL AND GAS DRILLING 20.8 28.3 ROWAN 24.6 51.1 8 7/8

2 MANUFACTURED HOUSING 14.4 31.1 FLEETWOOD 14.4 34.6 25 3/4

ENTERPRISES

3 OIL WELL EQUIPMENT 14.2 31.9 BAKER HUGHES 21.7 31.2 23 1/8

AND SERVICES

4 ENGINEERING AND 13.9 41.2 FLUOR 17.8 50.9 65 1/4

CONSTRUCTION

5 DEFENSE ELECTRONICS 12.7 88.6 LORAL 14.8 81.8 35

% change % change

1- 12- Weakest 1- 12-

ONE-MONTH LAGGARDS month month stock in group month month Price

1 SEMICONDUCTORS -10.4 56.7 MICRON TECHNOLOGY -17.8 153.0 53 1/8

2 FOREST PRODUCTS -5.9 7.3 GEORGIA-PACIFIC -15.4 -6.4 68

3 SHOES -5.6 29.3 STRIDE RITE -26.2 -29.6 7 3/4

4 COMMUNICATIONS -5.4 64.3 ANDREW -12.6 34.8 39 3/4

EQUIPMENT

5 COMPUTER SYSTEMS -5.1 41.4 COMPAQ COMPUTER -10.8 24.7 48 5/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 FIDELITY SELECT 12.5 MERRILL LYNCH -11.0

ENERGY SERVICE TECHNOLOGY C

2 MAP-EQUITY 10.7 KEYSTONE AMERICA -8.8

HARTWELL EMERG. GR. B

3 TCW/DW LATIN 9.7 SELIGMAN COMMUNICATIONS -8.7

AMERICAN GROWTH & INFORM. D

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

1 ALGER CAPITAL 94.1 WRIGHT EQUIFUND-MEXICO -57.6

APPRECIATION

2 FIDELITY SELECT 82.7 MERRILL LYNCH -39.3

ELECTRONICS LATIN AMERICA C

3 GOVETT SMALLER 79.9 BT INVESTMENT LATIN -39.0

COMPANIES A AMERICAN 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

$13,956 $13,431 $11,697 $10,562 $10,149

+0.18% -0.18% +0.43% +0.12% +0.58%

All data on this page are as of market close Wednesday, Dec. 13, 1995, unless

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

performance and share prices are as of market close Dec. 12. Mutual fund

returns are as of Dec. 8. Relative portfolios are valued as of Dec. 12. A more

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


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