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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

Wow! Bond prices surged on expectations of an interest-rate cut by the Federal

Reserve, pushing the yield on 30-year Treasuries to 6.03%, the lowest level in

two years. The five-day total return for Treasury bonds, at a nifty 2.75% (see

bottom of page), eclipsed the 1.85% five-day return from U.S. stocks. The

euphoria in bondland carried over into the stock market, helping the Dow

continue its climb to ever-greater heights. The index racked up a 1.8% gain to

close the week a hair below 5200.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5199.1 1.8 39.2

MIDSIZE COMPANIES (S&P MidCap Index) 218.6 0.6 32.1

SMALL COMPANIES (Russell 2000) 312.7 1.9 30.2

ALL COMPANIES (Russell 3000) 353.6 1.9 37.1

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.47% 5.48% 5.79%

30-YEAR TREASURY BOND YIELD 6.03% 6.20% 7.89%

S&P 500 DIVIDEND YIELD 2.20% 2.46% 2.86%

S&P 500 PRICE/EARNINGS RATIO 18.3 17.2 16.4

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3662.8 0.2 21.6

TOKYO (NIKKEI INDEX) 19,067.9 2.9 -0.6

TORONTO (TSE COMPOSITE) 4745.1 1.6 16.3

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 548.5 545.3 Positive

Stocks above 200-day moving average 67.0% 64.0% Neutral

Speculative sentiment: Put/call ratio 0.57 0.57r Negative

Insider sentiment: Vickers sell/buy ratio 1.52 1.64 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 METAL AND GLASS 17.8 11.7 CROWN CORK & 22.1 15.8 42 1/8

CONTAINERS SEAL

2 ENGINEERING AND 16.0 41.9 FLUOR 19.9 52.2 66 3/8

CONSTRUCTION

3 OIL AND GAS DRILLING 14.6 12.7 ROWAN 19.6 26.4 8 3/8

4 DEFENSE ELECTRONICS 14.3 85.4 LORAL 16.7 79.4 35 7/8

5 MANUFACTURED HOUSING 13.2 24.7 FLEETWOOD 13.2 29.6 24 5/8

ENTERPRISES

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 SEMICONDUCTORS -15.3 48.2 MICRON -20.5 134.3 51 1/4

TECHNOLOGY

2 COMPUTER SYSTEMS -6.3 38.2 COMPAQ COMPUTER -13.0 14.1 47 1/2

3 SHOES -4.2 31.1 REEBOK -23.2 -32.4 26 1/8

INTERNATIONAL

4 TRANSPORTATION -2.0 31.4 FEDERAL EXPRESS -5.3 45.5 80 3/4

SERVICES

5 PAPER CONTAINERS -1.8 3.0 STONE CONTAINER -7.5 -6.1 15 3/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MAP EQUITY 10.2 STEADMAN TECHNOLOGY GROWTH -13.0

2 WRIGHT EQUIFUND-MEXICO 9.3 EV MARATHON GREATER INDIA -11.2

3 DFA JAPANESE SMALL COMPANY 8.7 ROBERTSON STEPHENS -9.9

VALUE + GROWTH

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

1 ALGER CAPITAL APPRECIATION 87.4 WRIGHT EQUIFUND-MEXICO -57.0

2 GOVETT SMALLER COMPANIES A 85.1 EV MARATHON GREATER INDIA -39.1

3 FIDELITY SELECT ELECTRONICS 80.2 BT INVESTMENT LATIN -38.8

AMERICAN EQUITY

DRI/McGRAW-HILL

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. Treasury Foreign Money

stocks bonds stocks market fund Gold

$14,047 $13,493 $11,836 $10,561 $10,048

+1.85% +2.75% +0.94% +0.12% -0.60%

All data on this page are as of market close Wednesday, Dec. 6, 1995, unless

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

performance and share prices are as of market close Dec. 5. Mutual fund returns

are as of Dec. 1. Relative portfolios are valued as of Dec. 5. A more detailed

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


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