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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYThe U.S. markets seemed poised to reach record highs for much of the week. TheDow Jones industrial average climbed for three straight days, peaking at 5671on Mar. 26--just 12 points beneath the all-time record of 5683 on Mar. 18. Butthe financial markets went into reverse on Mar. 27. Led by bonds, which fellsharply, the Dow slid 44 points, to 5627. The bond market was hurt by reportsthat a major money manager was selling bonds. Even a drop in U.S. factoryorders didn't help.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5626.9 -0.5 35.2

MIDSIZE COMPANIES (S&P MidCap Index) 229.6 -0.3 26.1

SMALL COMPANIES (Russell 2000) 328.5 0.0 26.4

ALL COMPANIES (Russell 3000) 369.9 -0.2 29.2

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3672.4 -0.4 16.9

TOKYO (NIKKEI INDEX) 21,330.0 4.3 29.6

TORONTO (TSE COMPOSITE) 4987.5 0.5 16.0

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.16% 5.14% 5.80%

30-YEAR TREASURY BOND YIELD 6.68% 6.63% 7.37%

S&P 500 DIVIDEND YIELD 2.15% 2.16% 2.61%

S&P 500 PRICE/EARNINGS RATIO 19.2 19.0 16.6

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 595.4 592.4 Positive

Stocks above 200-day moving average 69.0% 67.0% Neutral

Speculative sentiment: Put/call ratio 0.60 0.61r Neutral

Insider sentiment: Vickers sell/buy ratio 2.50 2.13 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 SHOES 28.4 66.2 NIKE 34.0 128.9 85 1/4

2 ALUMINUM 11.9 38.6 ALCOA 13.7 55.4 63 1/2

3 SPECIALTY APPAREL 10.5 32.3 CHARMING SHOPPES 27.0 -7.0 5

RETAILERS

4 GENERAL 9.6 9.0 KMART 24.6 -31.7 8 7/8

MERCHANDISE CHAINS

5 AUTOMOBILES 8.8 35.2 CHRYSLER 15.6 59.2 62 7/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 COMMUNICATIONS -13.5 37.2 BAY NETWORKS -39.1 15.8 28 3/8

EQUIPMENT

2 COMPUTER SYSTEMS -13.4 29.8 DIGITAL EQUIPMENT -31.0 42.2 50 1/8

3 TOBACCO -10.7 28.9 PHILIP MORRIS -11.4 32.8 89

4 BROADCASTING -9.5 23.8 TELE-COMMUNICATIONS -10.6 17.5 19

5 SEMICONDUCTORS -8.6 7.2 LSI LOGIC -29.0 -7.7 26 3/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 DREYFUS AGGRESSIVE 9.4 MERRILL LYNCH TECHNOLOGY D -13.2

GROWTH

2 VONTOBEL EASTERN 9.0 FIDELITY SELECT COMPUTERS -11.0

EUROPEAN EQUITY

3 FONTAINE CAPITAL 8.4 SELIGMAN COMMUNICATIONS -10.4

APPRECIATION AND INFORM. D

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

1 MIDAS 79.8 STEADMAN TECHNOLOGY GROWTH -20.8

2 INVESCO STRATEGIC GOLD 78.3 EV MARATHON GREATER INDIA -19.6

3 IDS PRECIOUS METALS A 75.4 STEADMAN AMERICAN INDUSTRY -17.0

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

$13,298 $11,890 $11,559 $10,554 $10,401

+0.20% +0.90% +1.39% +0.11% +1.06%

All data on this page are as of market close Wednesday, Mar. 27, 1996, unless

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

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

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

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

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