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Investment Figures Of The Week


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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