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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYThe Dow industrials were poised to hurdle the 6100 barrier when profit-takingset in and stocks backed off. Still, the momentum of this market has put thebears--who have been forecasting a big correction--into a state of shock.Earnings surprises, especially on the upside, were responsible for some bigmoves. Better-than-expected earnings from Netscape Communications, for example,sent its stock up more than 5 points, or 12%, on Oct. 23. The next kick upcould come from lower interest rates.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 6036.5 0.3 27.0

MIDSIZE COMPANIES (S&P MidCap Index) 243.6 -0.4 15.8

SMALL COMPANIES (Russell 2000) 342.9 -1.6 15.1

ALL COMPANIES (Russell 3000) 399.5 -0.1 19.8

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.11% 5.12% 5.38%

30-YEAR TREASURY BOND YIELD 6.82% 6.86% 6.32%

S&P 500 DIVIDEND YIELD 2.04% 2.05% 2.35%

S&P 500 PRICE/EARNINGS RATIO 19.9 20.3 16.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (Financial Times 100) 4028.4 0.1 13.9

TOKYO (Nikkei Index) 21082.2 -1.5 17.3

TORONTO (TSE Composite) 5576.2 1.7 28.7

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 657.4 655.0 Positive

Stocks above 200-day moving average 59.0% 61.0% Neutral

Speculative sentiment: Put/call ratio 0.57 0.55r Negative

Insider sentiment: Vickers sell/buy ratio 1.69 1.56 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.OIL AND GAS 28.8 158.6 ROWAN 30.9 225.0 22 3/4

DRILLING

2.MANUFACTURED 16.9 68.3 FLEETWOOD ENTERPRISES 16.9 68.3 34 1/2

HOUSING

3.OIL-WELL 12.7 50.1 BAKER HUGHES 19.1 73.9 35 7/8

EQUIPMENT AND SERVICES

4.SAVINGS AND LOANS 10.3 12.8 AHMANSON (H.F.) 12.9 10.7 29 5/8

5.DRUGS 8.0 29.0 PFIZER 12.5 38.3 84 3/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.DEFENSE -14.6 24.8 EG&G -14.6 -6.7 17 1/2

ELECTRONICS

2.HMOS -12.8 2.7 UNITED HEALTHCARE -13.5 -25.9 36 3/4

3.BROADCASTING -12.3 -25.0 TELE- -19.8 -30.3 12 5/8

COMMUNICATIONS

4.SPECIALTY PRINTING -8.6 -8.9 DELUXE -13.5 2.7 32 7/8

5.HOSPITAL -6.3 4.9 COLUMBIA HCA -6.5 3.8 35 5/8

MANAGEMENT HEALTHCARE

MUTUAL FUNDS

LEADERS LAGGARDS

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

1.FIDELITY SELECT 14.1 PIONEER INDIA B -9.4

ENERGY SERVICE

2.INSIGHTFUL INVESTOR 13.8 EV MARATHON GREATER INDIA -8.5

GROWTH

3.STATE STREET RESEARCH 10.6 LEXINGTON STRATEGIC -7.6

GLOBAL RES. C INVESTMENTS

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

1.DREYFUS AGGRESSIVE 80.5 STEADMAN TECHNOLOGY GROWTH -38.7

GROWTH

2.LANDMARK SMALL CAP 75.2 MATTHEWS KOREA -21.4

EQUITY A

3.STATE STREET 73.5 PIONEER INDIA B -20.6

RESEARCH GLOBAL RES. C

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

$12,400 $11,921 $10,516 $10,085 $9,938

+0.57% +0.71% +0.11% +0.04% +0.68%

DRI/McGRAW-HILL

All data on this page are as of market close Wednesday, Oct. 23, 1996, unless

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

performance and share prices are as of market close Oct. 22. Mutual fund

returns are as of Oct. 18. Relative portfolios are valued as of Oct. 22. A more

detailed explanation of this page is available on request. r=revised NA=Not

available

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