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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYThe U.S. stock market took center stage in the world financial markets, withstocks recouping all their recent declines. The Dow Jones industrial averageclimbed to an all-time high of 5889 on Sept. 16, as investors wagered thatprofits would remain healthy and inflation would stay under control. But themarket subsided a bit on Sept. 17 and 18 as economic numbers, such asweaker-than-expected machinery-export statistics, put a damper on profitexpectations.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5877.4 2.1 22.6

MIDSIZE COMPANIES (S&P MidCap Index) 238.1 1.8 9.0

SMALL COMPANIES (Russell 2000) 341.6 1.4 8.5

ALL COMPANIES (Russell 3000) 387.3 2.1 14.5

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.25% 5.30% 5.33%

30-YEAR TREASURY BOND YIELD 7.01% 7.11% 6.47%

S&P 500 DIVIDEND YIELD 2.12% 2.16% 2.32%

S&P 500 PRICE/EARNINGS RATIO 19.5 19.1 16.9

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3955.7 1.3 11.1

TOKYO (NIKKEI INDEX) 21,156.8 2.8 16.3

TORONTO (TSE COMPOSITE) 5271.8 2.2 15.9

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 647.2 645.4 Positive

Stocks above 200-day moving average 59.0% 56.0% Neutral

Speculative sentiment: Put/call ratio 0.54 0.73r Negative

Insider sentiment: Vickers sell/buy

ratio 1.27 1.27 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.SHOES 16.4 109.2 NIKE 18.9 168.7 124 1/4

2.COMPUTER SYSTEMS 12.3 23.8 DELL COMPUTER 37.2 100.2 83

3.HMOs 9.8 25.9 UNITED HEALTHCARE 10.0 -7.6 42 3/4

4.LEISURE TIME 9.7 21.3 BRUNSWICK 15.6 8.8 23 1/8

5.SEMICONDUCTORS 9.6 -11.4 NATIONAL 24.2 -35.3 19 1/4

SEMICONDUCTOR

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.SPECIALTY APPAREL -9.7 45.0 GAP -14.6 74.5 30 3/4

RETAILERS

2.HOTELS AND MOTELS -6.6 16.7 ITT -18.5 NA 46 3/8

3.MANUFACTURED -5.8 36.8 FLEETWOOD -5.8 36.8 28 3/8

HOUSING ENTERPRISES

4.ENGINEERING -4.9 4.7 FLUOR -6.3 6.5 61 3/4

AND CONSTRUCTION

5.METAL AND GLASS -4.2 -1.0 CROWN CORK -4.6 5.4 46 3/4

CONTAINERS & SEAL

MUTUAL FUNDS

LEADERS LAGGARDS

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

1.VOYAGEUR AGGRESSIVE 13.1 WARBURG PINCUS JAPAN OTC COMM.-5.1

GROWTH A

2.FIDELITY EXPORT 11.6 FIDELITY JAPAN SMALL -4.4

COMPANIES

3.EV MARATHON GOLD & 11.6 DEAN WITTER JAPAN -3.7

NATURAL RESOURCES

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

1.LANDMARK SMALL CAP 60.7 STEADMAN TECHNOLOGY GROWTH -39.2

EQUITY A

2.GT GLBL. PINCUS 52.4 MATTHEWS KOREA -24.2

POST-VENTURE CAP COMM.

3.IDS PRECIOUS 50.1 STEADMAN AMERICAN INDUSTRY -22.5

METALS A

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

$11,902 $11,294 $10,520 $10,091 $9,838

+2.88% +1.07% +0.11% +1.46% -0.51%

DRI/McGRAW-HILL

All data on this page are as of market close Wednesday, Sept. 18, 1996, unless

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

performance and share prices are as of market close Sept. 17. Mutual fund

returns are as of Sept. 13. Relative portfolios are valued as of Sept. 17. A

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

Not available.

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