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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYWith the data on consumer and wholesale prices showing that inflation was morefiction than fact, interest rates fell, and stocks surged. The Nasdaq compositeindex hit new highs, as did the S&P 500-stock index, before yielding on May. 15to minor profit-taking. And even the Dow Jones industrial average, which failedto break the record set on Apr. 3, soared 150 points for the week. High-techstocks continued strong, reflecting better-than-expected earnings. A big rallyon May 15 in Tokyo pushed the Nikkei above 22,000.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5625.4 2.8 27.2

MIDSIZE COMPANIES (S&P MidCap Index) 240.8 3.5 26.4

SMALL COMPANIES (Russell 2000) 358.1 3.7 31.3

ALL COMPANIES (Russell 3000) 382.3 3.3 27.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3776.2 1.9 14.5

TOKYO (NIKKEI INDEX) 22,056.0 1.5 33.9

TORONTO (TSE COMPOSITE) 5213.0 1.0 19.2

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.14% 5.13% 5.83%

30-YEAR TREASURY BOND YIELD 6.84% 6.96% 6.86%

S&P 500 DIVIDEND YIELD 2.13% 2.18% 2.52%

S&P 500 PRICE/EARNINGS RATIO 19.4 18.9 16.2

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 611.7 609.3 Positive

Stocks above 200-day moving average 67.0% 61.0%r Neutral

Speculative sentiment:

Put/call ratio 0.56 0.66r Negative

Insider sentiment:

Vickers sell/buy ratio 2.36 2.32 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 COMMUNICATIONS 21.9 57.7 3COM 32.2 53.9 48 3/4

EQUIPMENT

2 SEMICONDUCTORS 16.6 11.7 LSI LOGIC 24.9 7.5 37 5/8

3 SPECIALTY 15.7 40.1 TJX 33.8 161.2 33 5/8

APPAREL RETAILERS

4 COMPUTER SOFTWARE 15.1 43.1 ORACLE 19.7 62.1 35 1/8

5 OFFICE EQUIPMENT 14.5 34.9 XEROX 20.6 30.0 153 1/2

AND SUPPLIES

% change % change

ONE-MONTH 1- 12- Weakest stock 1- 12-

LAGGARDS month month in group month month Price

1 HMOs -4.7 52.0 UNITED HEALTHCARE -10.9 42.6 54

2 STEEL -4.5 1.3 INLAND STEEL -11.1 -16.4 23

INDUSTRIES

3 DRUGS -2.3 52.3 ELI LILLY -8.9 58.4 56 1/8

4 SPECIALTY -1.6 10.8 GREAT LAKES -6.6 3.7 63 5/8

CHEMICALS CHEMICAL

5 TRUCKING -1.3 -4.8 CALIBER SYSTEM -3.4 0.6 38 3/4

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 FIRST AMERICAN 18.8 FIDELITY SELECT -5.3

TECHNOLOGY A AIR TRANSPORTATION

2 ROBERTSON STEPHENS 18.6 GUINNESS FLIGHT -2.2

INFORMATION AGE CHINA & HONG KONG

3 DREYFUS AGGRESSIVE 18.5 CALVERT NEW AFRICA -2.2

GROWTH

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

1 TURNER SMALL 95.2 STEADMAN TECHNOLOGY -18.4

CAP EQUITY GROWTH

2 PBHG SELECT EQUITY 90.9 STEADMAN AMERICAN -10.0

INDUSTRY

3 IDS PRECIOUS METALS A 87.8 CALVERT NEW AFRICA -6.3

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

$12,927 $11,775 $10,673 $10,543 $10,230

+4.28% -0.77% +2.73% +0.11% -0.84%

All data on this page are as of market close Wednesday, May 15, 1996, unless

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

performance and share prices are as of market close May 14. Mutual fund returns

are as of May 10. Relative portfolios are valued as of May 14. A more detailed

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

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