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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYThe Dow Jones industrial average rose to an all-time high of 5,243--a 3.5%increase from a week ago. Strong fourth-quarter earnings from IBM, Microsoft,and United Technologies helped lift the index. As fear grew that the budgetstalemate in Washington would lead to a default, the yield on the 30-yearTreasury rose to 6.09%, but dropped to 6.03% as the threat of default waned.The deal of the week: Wells Fargo's announcement that it would acquire FirstInterstate. Speculation grew that Apple Computer would be taken over.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5242.8 3.5 35.4

MIDSIZE COMPANIES (S&P MidCap Index) 216.9 3.1 26.5

SMALL COMPANIES (Russell 2000) 310.4 2.6 24.8

ALL COMPANIES (Russell 3000) 353.0 2.4 32.0

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.12% 5.13% 5.93%

30-YEAR TREASURY BOND YIELD 6.03% 6.01% 7.86%

S&P 500 DIVIDEND YIELD 2.22% 2.27% 2.77%

S&P 500 PRICE/EARNINGS RATIO 17.3 17.1 16.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3758.2 1.5 26.0

TOKYO (NIKKEI INDEX) 20,312.7 -1.3 11.9

TORONTO (TSE COMPOSITE) 4684.1 -1.9 14.1

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 568.0 565.3 Positive

Stocks above 200-day moving average 65.0% 64.0% Neutral

Speculative sentiment: Put/call ratio 0.60 0.74r Neutral

Insider sentiment: Vickers sell/buy ratio 1.50 1.45 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 DEFENSE ELECTRONICS 26.1 140.3 LORAL 30.7 137.1 44 3/4

2 GOLD MINING 15.3 36.9 SANTA FE 28.3 35.1 15 7/8

PACIFIC GOLD

3 HOTELS AND MOTELS 9.2 25.8 HILTON HOTELS 18.9 12.1 73 1/8

4 STEEL 7.7 -6.2 USX-U.S. 9.9 -4.6 33 3/8

STEEL GROUP

5 RESTAURANTS 7.4 54.7 McDONALD'S 8.7 65.1 48 1/2

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 SEMICONDUCTORS -11.6 14.0 LSI LOGIC -29.1 22.8 25 1/4

2 TRUCKING -8.8 -13.5 CALIBER SYSTEM -13.9 -15.2 36 3/8

3 GENERAL MERCHANDISE -8.6 2.7 KMART -17.2 -55.1 6

CHAINS

4 SAVINGS AND LOANS -7.5 45.3 GREAT WESTERN -8.3 40.6 23 3/8

FINANCIAL

5 MANUFACTURED HOUSING -7.3 29.9 FLEETWOOD -7.3 33.3 24

ENTERPRISES

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MORGAN STANLEY 16.2 GOVETT SMALLER -10.2

INSTITUTIONAL GOLD COMPANIES A

2 SCUDDER GOLD 15.7 STEADMAN AMERICAN INDUSTRY -9.9

3 IDS PRECIOUS METALS A 15.5 TWENTIETH CENTURY -9.7

GIFTRUST INVESTORS

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

1 ALGER CAPITAL 70.5 EV MARATHON GREATER INDIA -34.1

APPRECIATION

2 FIDELITY SELECT 66.6 STEADMAN AMERICAN INDUSTRY -28.4

ELECTRONICS

3 MIDAS 66.1 STEADMAN TECHNOLOGY GROWTH -27.6

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

$13,403 $13,240 $11,932 $10,564 $10,441

+0.71% +0.05% -1.21% +0.12% +1.52%

All data on this page are as of market close Wednesday, Jan. 24, 1996, unless

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

performance and share prices are as of market close Jan. 23. Mutual fund

returns are as of Jan. 19. Relative portfolios are valued as of Jan. 23. A more

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

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