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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Angst in the U.S. stock market continued, with small-cap stocks feeling special pain as investors fretted about earnings. The Nasdaq composite index fell a jolting 3% on July 23, declining to its lowest level in six months. Blue-chips were not spared, with the Dow Jones industrial average falling almost 120 points in three days of trading, from 5464 on July 18 to 5346 on July 23. But the Dow staged a small 8-point recovery on July 24--after declining 76 points during the day--while broader indices kept falling.

MARKET ANALYSIS % change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5354.7 -0.4 13.8

MIDSIZE COMPANIES (S&P MidCap Index) 214.3 -2.7 4.5

SMALL COMPANIES (Russell 2000) 307.8 -3.3 3.9

ALL COMPANIES (Russell 3000) 353.9 -1.6 10.2

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.30% 5.26% 5.61%

30-YEAR TREASURY BOND YIELD 7.04% 7.03% 6.88%

S&P 500 DIVIDEND YIELD 2.29% 2.26% 2.38%

S&P 500 PRICE/EARNINGS RATIO 18.0 18.7 16.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3668.8 0.3 6.2

TOKYO (NIKKEI INDEX) 20,631.0 -3.7 25.9

TORONTO (TSE COMPOSITE) 4880.3 -1.2 6.0

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 633.7 632.4r Negative

Stocks above 200-day moving average 40.0% 43.0%r Positive

Speculative sentiment: Put/call ratio 0.69 0.89 Neutral

Insider sentiment: Vickers sell/buy ratio 2.21 2.26 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

1.OIL AND GAS

DRILLING 8.6 67.7 ROWAN 10.5 117.2 5 3/4

2.OIL EXPLORATION BURLINGTON

AND PRODUCTION 6.7 16.6 RESOURCES 9.5 18.5 44 3/4

3.COSMETICS 2.4 31.6 GILLETTE 8.3 48.7 63 3/4

4.MONEY CENTER

BANKS 1.1 32.6 BANKAMERICA 6.7 44.8 78

5.NATURAL GAS 0.6 28.1 COLUMBIA GAS

SYSTEM 10.6 52.6 52 1/4

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.TRUCKING -27.3 -37.0 CALIBER SYSTEM -43.4 -53.3 19 3/4

2.MACHINE TOOLS -24.5 -34.9 GIDDINGS & LEWIS -35.5 -30.5 11 1/8

3.LONG-DISTANCE

TELECOMMUNICATIONS -17.7 -0.8 AT&T -20.1 -6.3 50 1/4

4.BROADCASTING -17.2 -16.0 TELE-

COMMUNICATIONS -23.5 -20.7 14 1/4

5.HMOs -17.1 5.8 UNITED HEALTHCARE -31.3 -23.4 33 1/2

MUTUAL FUNDS

LEADERS LAGGARDS

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

1.FIDELITY SELECT FIDELITY SELECT

NATURAL GAS 6.4 AIR TRANSPORTATION -19.0

2.INVESCO STRATEGIC

ENERGY 4.1 PREMIER STRATEGIC GROWTH -14.2

3.EXCELSIOR LONG-TERM RESERVE INFORMED

SUPPLY OF ENERGY 4.0 INVESTORS GROWTH A -12.9

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

1.LANDMARK SMALL

CAP EQUITY A 77.3 STEADMAN TECHNOLOGY GROWTH -31.8

2.TURNER SMALL

CAP EQUITY 49.9 STEADMAN AMERICAN INDUSTRY -24.7

3.FREMONT U.S. SELIGMAN COMMUNICATIONS

MICRO-CAP 48.1 & INFORM. D -21.5

MORNINGSTAR INC.

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

$11,414 $10,838 $10,529 $10,479 $10,231

-0.24% +0.29% +0.11% +0.68% +0.39%

DRI/McGRAW-HILL

All data on this page are as of market close Wednesday, July 24, 1996, unless

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

and share prices are as of market close July 23. Mutual fund returns are

as of July 19. Relative portfolios are valued as of July 23. A more detailed

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

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