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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYGood news on the wage and inflation front gave stocks and bonds a real shot inthe arm. The yield on 30-year Treasuries fell to its lowest level in fourmonths, sending bond prices soaring. And with that, stocks took off. Thespectacular 3.4% rise for the week in the Dow Jones industrials was surpassedby the 3.8% pop in the S&P 500 index and the stunning 5.5% runup in the NASDAQcomposite. High-tech stocks, which went begging just weeks ago, are now therage. The Morgan Stanley High Tech index jumped 8%.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5718.7 3.4 22.4

MIDSIZE COMPANIES (S&P MidCap Index) 228.7 4.0 10.9

SMALL COMPANIES (Russell 2000) 327.6 3.7 9.3

ALL COMPANIES (Russell 3000) 376.4 4.0 17.2

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.16% 5.30% 5.53%

30-YEAR TREASURY BOND YIELD 6.77% 6.97% 6.92%

S&P 500 DIVIDEND YIELD 2.17% 2.24% 2.38%

S&P 500 PRICE/EARNINGS RATIO 19.0 18.3 16.2

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3811.1 2.9 9.9

TOKYO (NIKKEI INDEX) 20,477.6 -1.0 22.0

TORONTO (TSE COMPOSITE) 5031.7 2.1 8.8

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 636.8 635.0 Positive

Stocks above 200-day moving average 54.0% 44.0%r Neutral

Speculative sentiment: Put/call ratio 0.58 0.63r Negative

Insider sentiment: Vickers sell/buy ratio 1.97 2.10 Positive

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.MONEY CENTER BANKS 6.9 35.1 BANKAMERICA 9.1 53.2 82 1/8

2.FINANCIAL SERVICES 5.7 30.0 GREEN TREE FINANCIAL 15.8 33.8 36 5/8

3.ALUMINUM 5.6 -3.5 ALCOA 8.7 7.5 60 7/8

4.MAJOR REGIONAL

BANKS 5.3 31.5 FIRST BANK SYSTEM 10.4 45.4 62 1/2

5.HOUSEWARES 5.2 10.6 RUBBERMAID 7.5 -2.1 28 3/4

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.MACHINE TOOLS -16.1 -33.8 GIDDINGS & LEWIS -27.0 -33.3 11 1/2

2.TRUCKING -13.6 -36.8 CALIBER SYSTEM -30.4 -55.8 18 7/8

3.DEFENSE

ELECTRONICS -7.8 49.4 EG&G -8.4 2.7 19 1/8

4.AIRLINES -7.2 3.0 SOUTHWEST AIRLINES -10.4 -13.5 24 3/4

5.PUBLISHING -6.7 3.2 McGRAW-HILL -9.0 4.7 40 3/8

MUTUAL FUNDS

LEADERS LAGGARDS

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

FIDELITY SELECT LEXINGTON TROIKA

REGIONAL BANKS 5.8 DIALOG RUSSIA -19.4

FIDELITY SELECT

HOME FINANCE 5.7 PREMIER STRATEGIC GROWTH B -12.7

SEQUOIA 4.9 PERKINS OPPORTUNITY -12.7

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

LANDMARK SMALL CAP

EQUITY A 65.3 STEADMAN TECHNOLOGY GROWTH -34.5

MONITREND GOLD 53.0 UNITED STATES GOLD SHARES -20.3

TURNER SMALL CAP EQUITY 50.0 BHIRUD MID CAP GROWTH -19.1

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

$12,102 $11,326 $10,794 $10,526 $10,110

+4.27% +1.69% +3.47% +0.11% +1.29%

DRI/McGRAW-HILL

All data on this page are as of market close Wednesday, Aug. 7, 1996, unless

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

performance and share prices are as of market close Aug. 6. Mutual fund returns

are as of Aug. 2. Relative portfolios are valued as of Aug. 6. A more detailed

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

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