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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYAs the stock market's best year in two decades drew to a close, investors tookprofits. After reaching a high of 5216.5 on Dec. 13, the Dow industrials fellas low as 5059 and then rebounded to 5106 on Dec. 27. As expected, the FederalReserve cut short-term interest rates, but that didn't count for much with bondbuyers, who instead focused on the budget impasse between President Clinton andthe GOP-controlled Congress. Looking abroad, the long-ailing Japanese andMexican stock markets staged yearend rallies.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5105.9 -0.1 33.0

MIDSIZE COMPANIES (S&P MidCap Index) 216.4 2.1 28.6

SMALL COMPANIES (Russell 2000) 314.1 2.6 28.1

ALL COMPANIES (Russell 3000) 350.5 0.9 33.1

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.02% 5.22% 5.59%

30-YEAR TREASURY BOND YIELD 6.00% 6.10% 7.83%

S&P 500 DIVIDEND YIELD 2.23% 2.24% 2.79%

S&P 500 PRICE/EARNINGS RATIO 17.4 17.3 17.0

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3676.4 2.8 18.8

TOKYO (NIKKEI INDEX) 20,011.8 4.6 1.8

TORONTO (TSE COMPOSITE) 4684.2 0.7 11.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 557.5 554.4 Positive

Stocks above 200-day moving average 64.0% 62.0% Neutral

Speculative sentiment: Put/call ratio 0.56 0.72 Negative

Insider sentiment: Vickers sell/buy ratio 1.24 1.24 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 HEALTH CARE SERVICES 18.6 55.8 AMGEN 21.6 96.8 57 5/8

2 OIL AND GAS DRILLING 18.4 33.8 ROWAN 24.2 54.0 9 5/8

3 DRUGS 10.7 66.6 ELI LILLY 15.2 73.2 56 1/2

4 OIL WELL EQUIPMENT 8.8 33.7 McDERMOTT 22.4 -14.2 21 7/8

AND SERVICES INTERNATIONAL

5 MEDICAL PRODUCTS 8.8 64.9 ST. JUDE MEDICAL 20.6 54.6 39 15/16

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 ALUMINUM -9.6 19.2 ALCOA -11.2 22.4 51 1/2

2 SPECIALTY APPAREL -9.5 6.1 GAP -13.8 38.5 41 3/8

RETAILERS RETAILERS

3 GENERAL MERCHANDISE -6.7 8.4 KMART -18.8 -51.4 6 1/2

CHAINS

4 PAPER CONTAINERS -6.7 -8.6 STONE CONTAINER -9.8 -22.5 13 3/4

5 METALS -6.1 7.0 ASARCO -13.2 5.7 30 3/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 FIDELITY SELECT 11.7 STEADMAN AMERICAN -5.8

ENERGY SERVICE INDUSTRY

2 EVERGREEN U.S. REAL 11.4 KEYSTONE AMERICA HARTWELL -5.4

ESTATE EQUITY Y EMERG. GR. B

3 WRIGHT EQUIFUND-MEXICO 11.4 AMERICAN PERFORMANCE -5.4

AGGRESSIVE GRTH.

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

1 ALGER CAPITAL APPRECIATION 77.5 EV MARATHON GREATER INDIA -33.2

2 FIDELITY SELECT ELECTRONICS 73.8 WRIGHT EQUIFUND-MEXICO -32.3

3 GOVETT SMALLER COMPANIES A 72.4 STEADMAN TECHNOLOGY GROWTH -28.0

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

$13,678 $13,334 $12,030 $10,564 $10,198

+1.23% +1.40% +2.80% +0.12% +0.61%

All data on this page are as of market close Wednesday, Dec. 27, 1995, unless

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

performance and share prices are as of market close Dec. 26. Mutual fund

returns are as of Dec. 22. Relative portfolios are valued as of Dec. 26. A more

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

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