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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYA strong week for U.S. equities, which surged to record levels beforeretreating. The Dow Jones industrial average climbed 42 points to 5642, arecord, on Mar. 5. Tobacco shares led the gainers, with RJR Nabisco saying itwould boost its dividend and buy back shares. But bond prices fell because ofconcern that the Federal Reserve may not cut rates this month. Unexpectedlyhigh factory orders also spurred inflation fears. Computer-chip stocks led themarket slightly downward on Mar. 6.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5629.8 2.2 41.5

MIDSIZE COMPANIES (S&P MidCap Index) 230.4 0.2 29.7

SMALL COMPANIES (Russell 2000) 327.1 0.6 28.3

ALL COMPANIES (Russell 3000) 371.8 0.9 34.7

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.02% 5.00% 5.92%

30-YEAR TREASURY BOND YIELD 6.46% 6.47% 7.54%

S&P 500 DIVIDEND YIELD 2.14% 2.15% 2.74%

S&P 500 PRICE/EARNINGS RATIO 19.0 18.7 16.1

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3758.9 0.6 25.6

TOKYO (NIKKEI INDEX) 20,241.2 1.6 21.8

TORONTO (TSE COMPOSITE) 4973.3 0.5 20.2

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 586.7 583.6 Positive

Stocks above 200-day moving average 72.0% 70.0%r Negative

Speculative sentiment: Put/call ratio 0.57 0.57r Negative

Insider sentiment: Vickers

sell/buy ratio 1.97 1.96 Positive

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 MACHINE TOOLS 18.5 21.7 CINCINNATI MILACRON 23.1 38.8 28 5/8

2 METAL AND GLASS 18.2 11.1 CROWN CORK & SEAL 20.5 16.3 49 7/8

CONTAINERS

3 DEPARTMENT STORES 15.1 31.7 FEDERATED DEPART- 29.1 51.4 33 7/8

MENT STORES

4 SPECIALTY APPAREL 14.4 33.4 CHARMING SHOPPES 68.8 -17.4 5 1/16

RETAILERS

5 AIRLINES 14.3 54.0 SOUTHWEST AIRLINES 19.5 74.3 31 3/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 GOLD MINING -10.2 40.2 SANTA FE -17.4 41.7 14 7/8

PACIFIC GOLD

2 SEMICONDUCTORS -7.8 9.8 LSI LOGIC -20.7 0.2 27 3/4

3 FOREST PRODUCTS -6.0 2.5 GEORGIA-PACIFIC -10.7 -13.0 64 5/8

4 REGIONAL TELEPHONE -5.9 31.8 US WEST -9.0 43.2 32 7/8

COMPANIES COMMUNICATIONS

5 OIL EXPLORATION -5.1 -1.5 BURLINGTON -6.2 -5.3 36 1/8

AND PRODUCTION RESOURCES

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MONITREND GOLD 27.7 UNITED SERVICES GOLD SHARES -12.7

2 PIONEER INDIA A 12.4 LEXINGTON STRATEGIC INVESTMENTS -9.7

3 FIDELITY SELECT 10.2 VAN ECK INTL. INVESTORS GOLD C -7.7

AIR TRANSPORTATION

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

1 MIDAS 102.3 STEADMAN TECHNOLOGY GROWTH 21.6

2 IDS PRECIOUS METALS A 85.7 EV MARATHON GREATER INDIA -20.6

3 MONITREND GOLD 84.4 AMERICAN HERITAGE -13.8

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

$13,908 $12,268 $12,265 $10,558 $10,153

+1.32% +1.07% -0.48% +0.11% -1.17%

All data on this page are as of market close Wednesday, Mar. 6, 1996, unless

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

performance and share prices are as of market close Mar. 5. Mutual fund returns

are as of Mar. 1. Relative portfolios are valued as of Mar. 5. A more detailed

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

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