Businessweek Archives

Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

A desultory week for U.S. blue-chip stocks. After generally treading water most

of the week, the Dow Jones industrial average fell 36 points, to 4585, on Aug.

23. The losers included Microsoft Corp., which fell due to concerns about

Windows 95. But strength among most technology stocks sustained the NASDAQ

index. Bonds declined, largely because of weak demand at the auction of

five-year notes. The dollar declined from its recent highs, partly because of

an expectation that Germany would cut rates.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4584.9 -1.2 19.2

MIDSIZE COMPANIES (S&P MidCap Index) 210.4 0.5 19.7

SMALL COMPANIES (Russell 2000) 304.5 0.7 20.5

ALL COMPANIES (Russell 3000) 321.5 -0.3 19.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3515.9 1.5 9.7

TOKYO (NIKKEI INDEX) 17,732.0 -2.4 -13.6

TORONTO (TSE COMPOSITE) 4608.0 0.0 8.1

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.59% 5.57% 4.63%

30-YEAR TREASURY BOND YIELD 6.91% 6.88% 7.46%

S&P 500 DIVIDEND YIELD 2.42% 2.39% 2.71%

S&P 500 PRICE/EARNINGS RATIO 16.0 16.2 18.7

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 504.3 502.0 Positive

Stocks above 200-day moving average 75.0% 74.0% Negative

Speculative sentiment: Put/call ratio 0.54 0.60r Negative

Insider sentiment: Vickers sell/buy ratio 2.31 2.29 Neutral

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

ONE-MONTH LEADERS 1- 12- Strongest stock 1- 12-

month month in group month month Price

1 HEALTH-CARE 14.9 32.0 AMGEN 20.6 75.5 48 1/4

SERVICES

2 LEISURE TIME 10.0 5.1 BRUNSWICK 14.1 -1.2 21 1/4

3 BROADCASTING 9.9 26.5 CAPITAL CITIES/ABC 14.9 47.6 116 3/4

4 COMMUNICATIONS 9.8 73.6 CISCO SYSTEMS 23.9 187.0 66

EQUIPMENT

5 TRANSPORTATION 8.9 0.3 FEDERAL EXPRESS 14.9 7.6 74 1/8

SERVICES

% change % change

ONE-MONTH LAGGARDS 1- 12- Weakest stock 1- 12-

month month in group month month Price

1 SPECIALTY APPAREL -11.6 -17.2 THE LIMITED -13.8 -3.9 18 3/4

RETAILERS

2 METAL AND GLASS -7.2 22.8 CROWN CORK -7.5 21.8 43 1/4

CONTAINERS & SEAL

3 GENERAL MERCHANDISE -5.9 9.2 WAL-MART STORES -7.7 5.7 25 3/8

CHAINS

4 DRUG CHAINS -4.4 27.9 WALGREEN -4.9 29.4 24 1/2

5 INTERNATIONAL OIL -4.1 12.6 EXXON -6.3 15.8 68 5/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 ALGER CAPITAL APPRECIATION 12.9 COLONIAL NEWPORT TIGER Z -5.2

2 T. ROWE PRICE 12.8 VAN ECK ASIA DYNASTY B -5.1

SCIENCE & TECHNOLOGY

3 PIMCO ADVISORS INNOVATION A 12.3 WRIGHT EQUIFUND -5.0

-BELGIUM/LUXEMBOURG

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

1 SELIGMAN COMMUNICATIONS 109.4 WRIGHT EQUIFUND-MEXICO -48.7

& INFORM. A

2 ALGER CAPITAL APPRECIATION 98.9 BT INVESTMENT LATIN -35.1

AMERICAN EQUITY

3 GOVETT SMALLER COMPANIES A 95.5 TCW/DW LATIN -34.5

AMERICAN GROWTH

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

$12,255 $11,647 $10,828 $10,532 $10,194

+0.17% +0.48% +0.25% +0.12% +0.12%

All data on this page are as of market close Wednesday, Aug. 23, 1995, unless

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

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

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

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

available


The Good Business Issue
LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus