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Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYTobacco stocks plunged after Brown & Williamson Tobacco Corp. was foundnegligent in a case involving a smoker who developed cancer. Philip Morris Cos.saw its stock fall 14%, to 91 1/4, which shrunk the company's marketcapitalization from $87.7 billion to $75.7 billion. The broader markets werespooked by jumps in consumer prices and retail sales that fanned inflationfears. Still, the yield on the 30-year Treasuries hardly moved for the week--uponly two basis points.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5666.9 -0.9 22.2

MIDSIZE COMPANIES (S&P MidCap Index) 229.6 0.4 9.7

SMALL COMPANIES (Russell 2000) 326.7 -0.3 8.1

ALL COMPANIES (Russell 3000) 375.2 -0.3 16.4

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.17% 5.16% 5.57%

30-YEAR TREASURY BOND YIELD 6.79% 6.77% 6.88%

S&P 500 DIVIDEND YIELD 2.18% 2.17% 2.39%

S&P 500 PRICE/EARNINGS RATIO 18.9 19.0 16.2

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3832.0 0.5 10.6

TOKYO (NIKKEI INDEX) 20,981.1 2.5 15.5

TORONTO (TSE COMPOSITE) 5048.8 0.3 9.6

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 638.8 636.8 Positive

Stocks above 200-day moving average 53.0% 55.0%r Neutral

Speculative sentiment: Put/call ratio 0.57 0.57r Negative

Insider sentiment: Vickers sell/buy ratio 1.66 1.97 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.HMOs 14.4 23.5 HUMANA 17.8 2.0 19

2.COMPUTER SYSTEMS 14.3 3.8 COMPAQ COMPUTER 30.1 7.9 56 1/4

3.METAL AND GLASS

CONTAINERS 12.5 3.1 CROWN CORK & SEAL 15.0 11.0 48

4.COMPUTER SOFTWARE 10.8 30.8 COMPUTER ASSOCIATES

INTL. 28.2 67.9 55 1/8

5.TOYS 9.9 13.7 MATTEL 11.3 13.5 27 1/8

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.TOBACCO -10.8 22.0 PHILIP MORRIS -11.7 25.0 90

2.OIL AND GAS

DRILLING -9.0 67.3 ROWAN -17.3 101.8 14 3/8

3.OIL WELL EQUIPMENT

AND SERVICES -7.1 28.5 BAKER HUGHES -14.1 40.0 29 3/4

4.DEFENSE

ELECTRONICS -6.2 51.6 EG&G -6.2 0.0 19

5.INTERNATIONAL OIL -5.6 19.1 EXXON -9.7 17.1 81 1/4

MUTUAL FUNDS

LEADERS LAGGARDS

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

NORTHERN TECHNOLOGY 10.0 PIONEER INDIA B -11.2

T. ROWE SCIENCE &

TECHNOLOGY 9.9 FIDELITY SELECT NATURAL GAS -9.3

ROBERTSON STEPHENS

INFORMATION AGE 9.4 EV TRADITIONAL GREATER INDIA -7.9

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

LANDMARK SMALL CAP

EQUITY A 66.2 STEADMAN TECHNOLOGY GROWTH -35.0

MONITREND GOLD 57.4 UNITED SERVICES GOLD SHARES -22.0

TURNER SMALL CAP EQUITY 52.7 RESERVE INFORMED INVESTORS

GROWTH A -19.2

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

$12,056 $11,233 $10,861 $10,525 $10,123

-0.33% -1.03% -0.68% +0.11% +0.32%

DRI/McGRAW-HILL

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

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

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

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

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

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