Businessweek Archives

Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARY

The Dow cleared 4800 on Sept. 14 but pulled back as investors started to worry

about third-quarter earnings reports. High-profile companies like IBM and

Caterpillar warned Wall Street analysts their profit forecasts were too high.

But on Sept. 20, AT&T's surprise announcement that it would voluntarily split

itself into three companies put investors in a happy mood again. AT&T shares

shot up $6 per share, over 10%. A strong bond market helped buoy stocks as

long-term yields fell below 6.5%.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 4792.7 0.6 24.4

MIDSIZE COMPANIES (S&P MidCap Index) 218.5 0.4 25.7

SMALL COMPANIES (Russell 2000) 314.8 -0.4 23.7

ALL COMPANIES (Russell 3000) 338.2 1.2 27.3

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.33% 5.45% 4.91%

30-YEAR TREASURY BOND YIELD 6.47% 6.52% 7.80%

S&P 500 DIVIDEND YIELD 2.32% 2.34% 2.75%

S&P 500 PRICE/EARNINGS RATIO 16.9 16.7 18.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3561.5 -0.3 18.1

TOKYO (NIKKEI INDEX) 18,198.6 -2.2 -8.5

TORONTO (TSE COMPOSITE) 4550.5 -0.8 4.4

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 515.1 511.8 Positive

Stocks above 200-day moving average 77.0% 78.0%r Negative

Speculative sentiment: Put/call ratio 0.61 0.53r Neutral

Insider sentiment: Vickers sell/buy ratio 2.54 2.30 Negative

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 LIFE INSURANCE 11.8 16.0 PROVIDIAN 14.9 27.2 41 1/2

2 SAVINGS AND LOANS 11.5 13.5 H.F. AHMANSON 15.8 11.9 24 3/4

3 PERSONAL LOANS 11.4 46.1 HOUSEHOLD 13.5 58.4 60

INTERNATIONAL

4 MULTI-LINE INSURERS 11.0 43.4 AETNA LIFE 12.6 46.2 70 3/8

& CASUALTY

5 MONEY CENTER BANKS 10.4 42.3 CHASE MANHATTAN 14.3 69.0 60

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 METAL AND GLASS -9.1 4.0 CROWN CORK -10.1 0.3 38 3/4

CONTAINERS & SEAL

2 COMPUTER SYSTEMS -7.5 40.1 APPLE COMPUTER -18.1 3.5 36 3/4

3 STEEL -7.3 -30.0 INLAND STEEL -13.1 -39.9 24 1/8

INDUSTRIES

4 ALUMINUM -7.2 19.1 ALCAN ALUMINIUM -9.1 19.4 32 3/8

5 DIVERSIFIED -6.5 8.2 CATERPILLAR -13.1 4.0 58 7/8

MACHINERY

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 VAN ECK ASIA 10.4 EV MARATHON -6.7

INFRASTRUCTURE A GREATER INDIA

2 WEITZ HICKORY 9.8 PIONEER INDIA A -4.4

3 FIDELITY SELECT 9.0 BLANCHARD -4.3

ENERGY SERVICE PRECIOUS METALS

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

1 FIDELITY SELECT 91.1 WRIGHT -47.4

ELECTRONICS EQUIFUND-MEXICO

2 GOVETT SMALLER 87.1 BT INVESTMENT -37.6

COMPANIES A LATIN AMERICAN EQUITY

3 ALGER CAPITAL 84.7 HERCULES LATIN -35.9

APPRECIATION AMERICAN VALUE

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

$13,005 $12,442 $11,046 $10,541 $9,840

+1.33% -0.23% -1.03% +0.12% +0.46%

All data on this page are as of market close Wednesday, Sept. 20, 1995, unless

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

performance and share prices are as of market close Sept. 19. Mutual fund

returns are as of Sept. 15. Relative portfolios are valued as of Sept. 19. A

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

NA=Not available


Best LBO Ever
LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus