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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYU.S. stocks enjoyed a major surge on July 1, with the Dow Jones industrialaverage posting its biggest gain since mid-March. The Dow climbed 75 points astraders were cheered by improved factory orders--and expectations of improvedprofits. However, stocks pulled back on July 2 because of declines in high-techstocks, particularly Digital Equipment. Yields on 30-year bonds fell below 7%on June 27, though improved economic tidings drove yields up again in the daysthat followed.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5720.4 0.7 23.9

MIDSIZE COMPANIES (S&P MidCap Index) 237.0 2.5 19.3

SMALL COMPANIES (Russell 2000) 346.9 2.1 21.8

ALL COMPANIES (Russell 3000) 384.2 1.7 23.2

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.30% 5.22% 5.67%

30-YEAR TREASURY BOND YIELD 6.93% 7.04% 6.60%

S&P 500 DIVIDEND YIELD 2.13% 2.15% 2.44%

S&P 500 PRICE/EARNINGS RATIO 19.4 19.1 16.9

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3725.7 0.8 9.7

TOKYO (NIKKEI INDEX) 22,348.0 -1.4 50.7

TORONTO (TSE COMPOSITE) 5061.5 0.7 11.2

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 629.1 627.3 Positive

Stocks above 200-day moving average 62.0% 58.0%r Neutral

Speculative sentiment: Put/call ratio 0.60 0.67r Neutral

Insider sentiment: Vickers sell/buy ratio 2.52 2.49 Negative

DATA: BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1.SOFT DRINKS 7.3 55.3 COCA-COLA 7.3 54.9 49 3/8

2.OIL EXPLORATION

AND PRODUCTION 7.0 16.6 BURLINGTON RESOURCES 12.5 15.9 42 3/4

3.PROPERTY-CASUALTY

INSURERS 5.9 26.1 ALLSTATE 10.1 57.0 46 1/2

4.PERSONAL LOANS 5.6 45.2 HOUSEHOLD 9.4 53.0 75 3/4

INTERNATIONAL

5.TOBACCO 5.5 36.7 PHILIP MORRIS 5.5 41.0 104 7/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.GOLD MINING -15.1 7.0 ECHO BAY MINES -20.4 19.4 10 3/4

2.TRUCKING -8.3 -14.8 CALIBER SYSTEM -11.1 -18.2 33

3.POLLUTION CONTROL -6.6 2.2 WMX TECHNOLOGIES -7.8 14.5 32 1/2

4.STEEL -6.5 -14.7 INLAND STEEL -9.8 -36.1 19 1/2

INDUSTRIES

5.ALUMINUM -6.0 7.6 ALCAN ALUMINUM -7.3 0.0 30 3/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

VONTOBEL EASTERN

EUROPEAN EQUITY 7.8 INVESCO STRATEGIC GOLD -18.2

WARBURG PINCUS

JAPAN OTC COMM. 5.4 UNITED SERVICES GOLD SHARES -17.0

FIDELITY SELECT

NATURAL GAS 5.3 RYDEX PRECIOUS METALS -16.7

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

TURNER SMALL CAP EQUITY 75.0 STEADMAN TECHNOLOGY GROWTH -28.0

PBHG SELECT EQUITY 67.8 STEADMAN AMERICAN INDUSTRY -19.1

FRANKLIN GLOBAL

HEALTH CARE 66.2 STEADMAN INVESTMENT -14.7

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

$12,642 $11,655 $10,533 $10,231 $10,188

+1.05% +0.29% +0.11% +2.39% -0.74%

All data on this page are as of market close Tuesday, July 2, 1996, unless

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

performance and share prices are as of market close July 1. Mutual fund returns

are as of June 28. Relative portfolios are valued as of July 1. A more detailed

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

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