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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYEven with a big rally in the bond market, stocks lost some ground over the lastweek. Hardest hit were over-the-counter issues, especially the technologystocks. One explanation for the decline was selling by mutual funds, many ofwhich close their books on Oct. 31. Bucking the downtrend were financialstocks, which got a lift from bonds. The sellers were busy outside the U.S. aswell. The week's biggest casualty was the Mexican stock market--down 5.1% fordollar-based investors.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5993.2 -0.7 25.7

MIDSIZE COMPANIES (S&P MidCap Index) 241.5 -0.8 14.2

SMALL COMPANIES (Russell 2000) 338.2 -1.4 13.6

ALL COMPANIES (Russell 3000) 395.7 -1.0 18.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (Financial Times 100) 3963.9 -1.6 12.7

TOKYO (Nikkei Index) 20,681.7 -1.9 18.4

TORONTO (TSE Composite) 5590.8 0.3 25.6

TECHNICAL INDICATORS Latest Week ago Reading

90-DAY TREASURY BILL YIELD 5.13% 5.11% 5.46%

30-YEAR TREASURY BOND YIELD 6.70% 6.82% 6.29%

S&P 500 DIVIDEND YIELD 2.06% 2.04% 2.33%

S&P 500 PRICE/EARNINGS RATIO 19.6 19.9 16.3

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 659.8 657.4 Positive

Stocks above 200-day moving average 58.0% 59.0% Neutral

Speculative sentiment: Put/call ratio 0.62 0.60r Neutral

Insider sentiment: Vickers sell/buy ratio 1.87 1.69 Postive

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 18.9 174.0 HELMERICH & PAYNE 23.2 114.3 52 1/2

DRILLING

2.OIL WELL 13.5 61.1 SCHLUMBERGER 17.4 65.5 98 1/2

EQUIPMENT AND SERVICES

3.MANUFACTURED 13.1 67.3 FLEETWOOD ENTERPRISES 13.1 67.3 34 1/2

HOUSING

4.AUTOMOBILES 10.8 16.6 CHRYSLER 19.6 26.6 33 5/8

5.APPAREL 7.6 46.3 LIZ CLAIBORNE 13.6 54.5 42 7/8

MANUFACTURING

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.BROADCASTING -11.6 -25.2 TELE-COMMUNICATIONS -18.7 -28.1 12 1/2

2.HMOs -9.3 -5.6 HUMANA -10.5 -15.7 18 1/8

3.SPECIALTY PRINTING -8.9 -3.4 DELUXE -14.0 16.7 32 3/8

4.HOSPITAL -8.2 8.5 COLUMBIA/HCA -8.4 7.3 35 1/8

MANAGEMENT HEALTHCARE

5.OFFICE EQUIPMENT -7.9 8.1 XEROX -14.5 1.8 45 7/8

AND SUPPLIES

MUTUAL FUNDS

LEADERS LAGGARDS

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

1.FIDELITY SELECT 10.9 DREYFUS AGGRESSIVE GROWTH -9.2

ENERGY SERVICE

2.STATE STREET 10.4 BHIRUD MID CAP GROWTH -9.1

RESEARCH GLOBAL RES. C

3.EXCELSIOR L-T SUPPLY 8.7 BULL & BEAR SPECIAL EQUITIES -8.0

OF ENERGY

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

1.STATE STREET 84.3 STEADMAN TECHNOLOGY GROWTH -37.0

RESEARCH GLOBAL RES. C

2.LANDMARK SMALL CAP 71.4 MATTHEWS KOREA -24.7

EQUITY A

3.FIDELITY SELECT 70.1 STEADMAN AMERICAN INDUSTRY -18.0

ENERGY SERVICE

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

$12,274 $11,587 $10,516 $10,235 $9,935

-0.72% -1.37% +0.11% +1.97% +0.45%

DRI/McGRAW-HILL

All data on this page are as of market close Wednesday, Oct. 30, 1996, unless

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

performance and share prices are as of market close Oct. 29. Mutual fund

returns are as of Oct. 25. Relative portfolios are valued as of Oct. 29. A more

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

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