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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYDespite a week of interest-rate worries and Mideast tensions, the Dow Jonesindustrials logged nearly 100 points to close at 5754.9, just 23 points off theall-time high. The Dow got some power from its four energy stocks, whichclimbed along with oil prices. Small-cap and midcap stocks made gains onlyabout half that of the larger companies. Fears of higher rates subsided onSept. 11 when a Federal Reserve economic survey found little evidence ofinflation.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5754.9 1.7 20.8

MIDSIZE COMPANIES (S&P MidCap Index) 233.9 0.7 7.5

SMALL COMPANIES (Russell 2000) 336.7 0.6 6.6

ALL COMPANIES (Russell 3000) 379.2 1.5 13.5

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.30% 5.31% 5.45%

30-YEAR TREASURY BOND YIELD 7.11% 7.10% 6.52%

S&P 500 DIVIDEND YIELD 2.16% 2.20% 2.34%

S&P 500 PRICE/EARNINGS RATIO 19.1 18.7

16.7

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3905.6 0.8 9.4

TOKYO (NIKKEI INDEX) 20,571.0 1.8 10.5

TORONTO (TSE COMPOSITE) 5160.4 -0.1 12.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 645.4 643.9 Positive

Stocks above 200-day moving average 56.0% 55.0%r Neutral

Speculative sentiment: Put/call ratio 0.72 0.75r Positive

Insider sentiment: Vickers sell/buy ratio 1.27 1.25 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.MACHINE TOOLS 8.1 -30.7 GIDDINGS & LEWIS 8.5 -22.7 12 3/4

2.SHOES 6.9 95.7 STRIDE RITE 32.8 -14.4 9 5/8

3.OIL AND GAS

DRILLING 6.8 69.8 ROWAN 7.4 100.0 16 1/4

4.DIVERSIFIED

MACHINERY 6.5 12.7 DEERE 16.1 44.7 42 3/8

5.FOOD

WHOLESALERS 6.2 2.1 FLEMING 14.8 -42.6 16 1/2

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.HOTELS AND MOTELS -10.4 12.1 HARRAH`S -20.0 -42.6 18 1/2

ENTERTAINMENT

2.SPECIALTY APPAREL

RETAILERS -8.3 45.2 GAP -10.6 89.5 31 5/8

3.HOUSEWARES -7.1 4.2 RUBBERMAID -19.5 -21.6 22 3/4

4.REGIONAL TELEPHONE

COMPANIES -7.0 -0.1 AMERITECH -9.5 -1.0 50 1/4

5.AIRLINES -6.6 -2.3 SOUTHWEST -10.7 -14.1 22 7/8

AIRLINES

MUTUAL FUNDS

LEADERS LAGGARDS

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

1.EV MARATHON GOLD &

NATURAL RESOURCES 12.4 SMITH BARNEY TELECOMM. INCOME -7.7

2.JOHN HANCOCK GLOBAL FIDELITY SELECT AIR

RESOURCES B 8.1 TRANSPORTATION -7.2

3.STATE STREET RESEARCH

GLOBAL RES. C 7.6 STEADMAN AMERICAN INDUSTRY -7.0

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

1.LANDMARK SMALL CAP

EQUITY A 63.8 STEADMAN TECHNOLOGY GROWTH -44.2

2.IDS PRECIOUS STEADMAN AMERICAN INDUSTRY -29.8

METALS A 55.8

3.MONITREND GOLD 53.1 SELIGMAN COMMUNICATIONS

& INFORM. D -26.2

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

$11,728 $11,238 $10,521 $9,984 $9,752

+1.39% +0.45% +0.11% -0.62% -0.87%

DRI/McGRAW-HILL

All data on this page are as of market close Wednesday, Sept. 11, 1996, unless

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

performance and share prices are as of market close Sept. 10. Mutual fund

returns are as of Sept. 6. Relative portfolios are valued as of Sept. 10. A

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

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