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Investment Figures Of The Week

Posted on July 07, 1996

Investment Figures of the Week

Investment Figures of the Week

COMMENTARY Strong demand for Treasuries shored up the bond market, and long-terminterest rates eased, heading back down toward 7%. That helped the blue-chipstocks regain some lost ground. Even with June 26's drop of 37 points in theDow, the average finished in the plus column for the week. But theover-the-counter market continued to sell off, especially tech issues. TheNasdaq Composite Index dropped another 2.2%. Since hitting its high three weeksago, the Nasdaq index has lost 7.7% of its value.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5682.7 0.6 24.7

MIDSIZE COMPANIES (S&P MidCap Index) 231.2 -2.3 17.9

SMALL COMPANIES (Russell 2000) 339.8 -2.1 21.4

ALL COMPANIES (Russell 3000) 378.0 -0.2 22.1

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3695.5 -1.5 12.6

TOKYO (NIKKEI INDEX) 22,666.8 1.3 55.1

TORONTO (TSE COMPOSITE) 5027.7 -0.9 11.0

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.22% 5.23% 5.55%

30-YEAR TREASURY BOND YIELD 7.04% 7.11% 6.51%

S&P 500 DIVIDEND YIELD 2.15% 2.16% 2.45%

S&P 500 PRICE/EARNINGS RATIO 19.1 19.1 16.8

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 627.3 625.0 Positive

Stocks above 200-day moving average 59.0% 59.0%r Neutral

Speculative sentiment: Put/call ratio 0.68 0.72r Neutral

Insider sentiment: Vickers sell/buy ratio 2.49 2.31 Neutral

DATA: BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

MANUFACTURED HOUSING 8.3 49.3 FLEETWOOD ENTERPRISES 8.3 51.5 30 7/8

PHOTOGRAPHY/IMAGING 4.0 26.2 POLAROID 4.2 7.6 46 1/8

OIL EXPLORATION AND 3.8 14.2 BURLINGTON RESOURCES 10.1 13.1 42 1/8

PRODUCTION

SPECIALTY RETAILERS 3.8 26.1 CIRCUIT CITY STORES 14.3 12.5 36

HOUSEHOLD PRODUCTS 3.4 27.7 COLGATE-PALMOLIVE 6.5 14.4 85 5/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

GOLD MINING -10.9 5.1 ECHO BAY MINES -12.6 16.1 11 1/4

FURNISHINGS AND -10.5 3.2 WHIRLPOOL -14.5 -10.8 48 3/4

APPLIANCES

COMPUTER SYSTEMS -9.5 8.4 APPLE COMPUTER -22.9 -57.7 20 5/8

TRUCKING -8.9 -13.6 CALIBER SYSTEM -10.7 -17.4 34 3/8

OIL AND GAS DRILLING -8.9 53.3 ROWAN -9.9 91.9 14 7/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

VONTOBEL EASTERN EUROPEAN 7.1 STEADMAN TECHNOLOGY GROWTH -17.4

EQUITY

WARBURG PINCUS ADVISOR 4.3 PREMIER STRATEGIC GROWTH -15.8

JAPAN GROWTH

EV TRADITIONAL GREATER 4.2 WASATCH MID-CAP -14.2

INDIA

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

LANDMARK SMALL CAP 96.8 STEADMAN TECHNOLOGY GROWTH -30.6

EQUITY A

TURNER SMALL CAP EQUITY 67.2 STEADMAN AMERICAN INDUSTRY -20.0

FRANKLIN GLOBAL HEALTH 64.8 STEADMAN INVESTMENT -17.3

CARE

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. stocks Foreign stocks Money market fund Gold Treasury bonds

$12,562 $11,826 $10,534 $10,272 $9,931

+0.97% -0.31% +0.11% +0.26% +0.51%

All data on this page are as of market close Wednesday, June 26, 1996, unless

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

performance and share prices are as of market close June 25. Mutual fund

returns are as of June 21. Relative portfolios are valued as of June 25. A more

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

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