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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYRosier economic forecasts sent the Dow storming into record territory. A98.6-point sprint on Mar. 18 brought the Dow to 5863, its eighteenth record injust 54 trading days. After flirting with 5700, the Dow was pulled down bytobacco and computer stocks and closed the week at 5655. Meanwhile, the bondmarket got the jitters from a report of stronger industrial production. Fearsthat stronger growth would forestall easing by the Federal Reserve sent the30-year Treasury bond's yield to 6.74% on Mar. 15. But by Mar. 20, the yieldwas down to 6.63%.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5655.4 1.6 38.5

MIDSIZE COMPANIES (S&P MidCap Index) 230.3 1.3 28.1

SMALL COMPANIES (Russell 2000) 328.3 1.5 27.9

ALL COMPANIES (Russell 3000) 370.6 1.7 31.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3685.4 1.2 17.4

TOKYO (NIKKEI INDEX) 20,442.6 3.6 28.5

TORONTO (TSE COMPOSITE) 4961.3 0.3 16.4

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.14% 5.12% 5.85%

30-YEAR TREASURY BOND YIELD 6.63% 6.68% 7.45%

S&P 500 DIVIDEND YIELD 2.16% 2.19% 2.65%

S&P 500 PRICE/EARNINGS RATIO 19.0 18.6 16.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 592.4 589.6 Positive

Stocks above 200-day moving average 67.0% 63.0% Neutral

Speculative sentiment: Put/call ratio 0.62 0.77 Neutral

Insider sentiment: Vickers sell/buy ratio 2.13 2.00 Neutral

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 SPECIALTY APPAREL 17.1 39.0 CHARMING SHOPPES 52.9 -4.9 4 7/8

RETAILERS

2 SHOES 15.6 53.2 NIKE 18.2 108.5 79 1/2

3 GENERAL MERCHANDISE 15.2 12.7 KMART 35.1 -19.8 9 5/8

CHAINS

4 ALUMINUM 12.4 47.9 REYNOLDS METALS 20.2 28.7 61 1/8

5 DEPARTMENT STORES 12.0 31.6 MERCANTILE STORES 19.2 41.9 58 7/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 MANUFACTURED -12.1 17.6 FLEETWOOD -12.1 18.0 25 3/8

HOUSING ENTERPRISES

2 TOBACCO -10.2 30.6 PHILIP MORRIS -10.6 35.5 86 3/8

3 DRUGS -6.7 50.1 MERCK -9.8 40.9 62

4 ELECTRIC COMPANIES -6.6 14.5 UNICOM -18.5 13.1 28 1/8

5 BROADCASTING -6.3 25.4 TELE-COMMUNICATIONS -9.1 19.4 19 7/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MONITREND GOLD 13.7 WRIGHT EQUIFUND-HONG KONG -8.9

2 FIDELITY SELECT RETAILING 11.2 SMITH BARNEY TELECOMM. INCOME -8.8

3 AMERICAN HERITAGE 10.9 GUINNESS FLIGHT CHINA & -8.6

HONG KONG

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

1 MIDAS 77.0 STEADMAN TECHNOLOGY GROWTH -20.4

2 ALGER CAPITAL APPRECIATION 77.0 EV MARATHON GREATER INDIA -19.5

3 INVESCO STRATEGIC GOLD 75.3 STEADMAN AMERICAN INDUSTRY -16.0

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. Foreign Treasury Money

stocks stocks bonds market fund Gold

$13,471 $11,893 $11,500 $10,555 $10,152

+2.29% +2.03% -0.72% +0.11% -0.43%

All data on this page are as of market close Wednesday, Mar. 20, 1996, unless

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

performance and share prices are as of market close Mar. 19. Mutual fund

returns are as of Mar. 15. Relative portfolios are valued as of Mar. 19. A more

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

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