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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYA gala week in the U.S. equity markets. Nasdaq stocks and the Standard & Poor's500-stock index rose to six consecutive all-time highs before falling back onFeb. 13. Meanwhile, the Dow Jones industrial average reached seven highs beforefalling on Feb. 14. The Feb. 14 decline sent the Dow below 5600--which itreached, for the first time, on Feb. 12. Economically sensitive stocks werestrong. Bonds rallied until Feb. 14, when traders became uncertain aboutupcoming economic reports.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5579.6 1.6 40.0

MIDSIZE COMPANIES

(S&P MidCap Index) 226.5 1.1 26.7

SMALL COMPANIES (Russell 2000) 321.1 0.5 24.7

ALL COMPANIES (Russell 3000) 371.8 0.8 33.9

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 4.93% 4.94% 5.88%

30-YEAR TREASURY BOND YIELD 6.09% 6.15% 7.56%

S&P 500 DIVIDEND YIELD 2.10% 2.11% 2.68%

S&P 500 PRICE/EARNINGS RATIO 18.9 18.8 16.2

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3745.0 0.5 21.8

TOKYO (NIKKEI INDEX) 20,943.6 0.0 16.4

TORONTO (TSE COMPOSITE) 5059.7 0.7 22.7

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 577.9 574.3 Positive

Stocks above 200-day

moving average 72.0% 71.0% Negative

Speculative sentiment:

Put/call ratio 0.68 0.63 Neutral

Insider sentiment:

Vickers sell/buy ratio 1.66 1.63 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 OIL AND GAS 24.2 65.8 ROWAN 24.3 95.7 11 1/2

DRILLING

2 COMMUNICATIONS 23.2 67.2 ANDREW 44.5 28.0 49 1/2

EQUIPMENT

3 HOTELS AND MOTELS 22.3 30.3 HILTON HOTELS 31.7 27.6 88 3/8

4 PERSONAL LOANS 22.1 51.5 HOUSEHOLD 26.3 67.8 67 3/4

INTERNATIONAL

5 COMPUTER SYSTEMS 19.6 44.9 DATA GENERAL 42.9 105.9 17 1/2

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 MACHINE TOOLS -2.1 0.2 CINCINNATI MILACRON -2.5 6.0 24 1/2

2 POLLUTION CONTROL -1.2 5.5 BROWNING-FERRIS -3.3 -8.6 29 1/8

INDUSTRIES

3 HOMEBUILDING 0.6 22.2 CENTEX -6.1 11.1 28 3/4

4 GENERAL 1.2 4.2 WAL-MART STORES -1.1 -7.4 22

MERCHANDISE CHAINS

5 SHOES 2.2 38.7 BROWN GROUP -7.2 -61.0 12 7/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 MONITREND GOLD 18.2 GRANDVIEW RETAIL REALTY INCOME -5.2

2 PBHG SELECT EQUITY 18.1 WRIGHT EQUIFUND-SWITZERLAND -3.7

3 DREYFUS AGGRESSIVE 18.1 CRABBE HUSON SPECIAL -2.6

GROWTH

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

1 MIDAS 94.6 EV MARATHON GREATER INDIA -24.4

2 FIDELITY SELECT 76.1 AMERICAN HERITAGE -24.1

ELECTRONICS

3 ALGER CAPITAL 76.0 STEADMAN TECHNOLOGY GROWTH -22.0

APPRECIATION

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

$13,967 $12,975 $12,192 $10,562 $10,236

+2.19% +0.69% -0.41% +0.12% -2.73%

All data on this page are as of market close Wednesday, Feb. 14, 1996, unless

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

performance and share prices are as of market close Feb. 13. Mutual fund

returns are as of Feb. 9. Relative portfolios are valued as of Feb. 13. A more

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

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