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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYAnother great week for stocks. The major indexes all posted new highs, with theDow industrials rising 1.8%, the S&P 500 2.2%, and the Nasdaq composite 2.4%.The big move in the Nasdaq reflected a sharp rebound in computer stocks as wellas continued strength in biotech. But underlying it all is the flood of moneygoing into the market from mutual funds. In January, investors poured a record$24.5 billion into equity mutual funds, topping the previous monthly high settwo years ago by more than $6 billion.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5492.1 1.8 39.6

MIDSIZE COMPANIES (S&P MidCap Index) 224.1 1.5 26.4

SMALL COMPANIES (Russell 2000) 319.4 1.3 25.9

ALL COMPANIES (Russell 3000) 369.0 2.0 33.9

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 4.94% 5.04% 5.89%

30-YEAR TREASURY BOND YIELD 6.15% 6.02% 7.64%

S&P 500 DIVIDEND YIELD 2.11% 2.14% 2.69%

S&P 500 PRICE/EARNINGS RATIO 18.8 18.1 16.4

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3726.1 -0.9 21.3

TOKYO (NIKKEI INDEX) 20,943.5 0.6 14.5

TORONTO (TSE COMPOSITE) 5026.5 1.2 22.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 574.3 571.0 Positive

Stocks above 200-day moving average 71.0% 70.0%r Negative

Speculative sentiment: Put/call ratio 0.63 0.62r Neutral

Insider sentiment: Vickers sell/buy ratio 1.63 1.57 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 25.6 131.8 LORAL 28.3 124.8 46 1/2

2 COMPUTER SYSTEMS 20.0 50.6 DIGITAL EQUIPMENT 29.7 104.8 75 1/4

3 HOTELS AND MOTELS 17.8 28.1 HILTON HOTELS 41.8 31.9 89 7/8

4 COMMUNICATIONS 15.9 60.3 TELLABS 25.3 83.4 47

EQUIPMENT

5 GOLD MINING 15.9 57.7 SANTA FE 28.8 98.6 17 7/8

PACIFIC GOLD

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 MACHINE TOOLS -10.7 -0.8 CINCINNATI -12.4 3.3 23 3/4

MILACRON

2 TRUCKING -7.6 -10.2 CONSOLIDATED -15.1 10.1 23 1/8

FREIGHTWAYS

3 POLLUTION CONTROL -4.6 -1.1 WMX TECHNOLOGIES -6.1 0.0 29

4 HOMEBUILDING -4.4 30.5 CENTEX -13.2 20.4 29 1/2

5 GENERAL MERCHANDISE -4.3 1.8 KMART -12.5 -49.6 7

CHAINS

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MIDAS 21.7 WRIGHT EQUIFUND-SWITZERLAND -4.6

2 BLANCHARD PRECIOUS 21.3 HOTCHKIS & WILEY SMALL CAP -3.9

METALS

3 SCUDDER GOLD 21.0 FIDELITY SELECT -3.6

AIR TRANSPORTATION

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

1 MIDAS 106.0 EV MARATHON GREATER INDIA -29.2

2 ALGER CAPITAL 80.5 AMERICAN HERITAGE -25.9

APPRECIATION

3 IDS PRECIOUS 79.8 STEADMAN AMERICAN INDUSTRY -18.6

METALS A

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 Gold market fund

$13,697 $12,767 $12,191 $10,583 $10,563

+2.57% -1.16% +1.94% +1.43% +0.12%

All data on this page are as of market close Wednesday, Feb. 7, 1996, unless

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

performance and share prices are as of market close Feb. 6. Mutual fund returns

are as of Feb. 2. Relative portfolios are valued as of Feb. 6. A more detailed

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

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