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Businessweek Archives

Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

The Dow Jones industrial average climbed above the 3600 level once again--but

just barely. With the economy still not out of the woods, cyclicals were

lackluster. The real action was in small-cap stocks, which surged to new highs.

The price of gold rebounded smartly, sending gold stocks bounding higher. And

as the table on this page shows, Lexington Strategic Investments, a mutual fund

that invests solely in South African gold mining shares, has advanced a

stunning 166% over the past year.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3603.2 0.1 12.8

MIDSIZE COMPANIES (S&P MidCap Index) 176.5 0.8 23.8

SMALL COMPANIES (Russell 2000) 257.9 1.4 35.5

ALL COMPANIES (Russell 3000) 268.5 0.4 16.2

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3080.9 -0.6 19.7

TOKYO (NIKKEI INDEX) 20,038.4 -2.3 15.5

TORONTO (TSE COMPOSITE) 4111.8 1.4 28.7

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 3.10% 3.04% 3.00%

30-YEAR TREASURY BOND YIELD 5.92% 6.01% 7.50%

S&P 500 DIVIDEND YIELD 2.77% 2.74% 3.09%

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 PRICE/EARNINGS RATIO 21.7 21.7 21.1

S&P 500 26-week moving average 450.7 450.2 Positive

Stocks above 26-week moving average 63.8% 63.4% Neutral

Speculative sentiment: Put/call ratio 0.43 0.41 Positive

Insider sentiment: Vickers sell/buy ratio 2.61 2.73 Negative

BRIDGE INFORMATION SYSTEMS INC.

INDUSTRY GROUPS

% change Strongest %change

FOUR-WEEK LEADERS 4-week 52-week stock in group 4-week 52-week Price

GOLD MINING 24.8 49.3 PLACER DOME 31.9 89.4 22 1/4

HOSPITAL MANAGEMENT 16.1 46.8 NATIONAL MEDICAL

ENTERPRISES 46.8 11.0 11 3/8

HOTELS AND MOTELS 15.0 114.0 PROMUS 18.3 320.6 79 1/8

OIL AND GAS DRILLING 14.9 23.9 ROWAN 30.6 15.7 10 1/8

SPECIALTY APPAREL

RETAILERS 13.4 11.1 TJX 23.3 41.5 32 3/8

% change Weakest %change

FOUR-WEEK LAGGARDS 4-week 52-week stock in group 4-week 52-week Price

INSURANCE BROKERS -9.4 -9.4 ALEXANDER &

ALEXANDER SVCS. -20.9 -23.3 19 3/8

ENGINEERING AND

CONSTRUCTION -7.4 3.9 FLUOR -9.5 -6.0 39 1/2

PAPER CONTAINERS -7.1 -16.6 STONE CONTAINER -15.2 -45.1 7

FOOD CHAINS -6.7 13.0 GREAT ATLANTIC &

PACIFIC TEA -12.5 17.3 25 3/8

MACHINE TOOLS -6.1 44.6 CINCINNATI MILACRON-7.8 74.1 23 1/2

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

LEXINGTON STRATEGIC INVESTMENTS 30.9 PILGRIM CORPORATE UTILITIES -4.9

UNITED SERVICES GOLD SHARES 21.7 EQUIFUND ITALIAN NATIONAL

FIDUCIARY EQUITY -4.2

VAN ECK INTERNATIONAL INVESTORS 15.7 SMITH BARNEY SHEARSON

TELECOMM. INCOME -3.3

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

LEXINGTON STRATEGIC INVESTMENTS 166.3 PILGRIM CORPORATE UTILITIES -12.1

PBHG GROWTH 100.7 YACKTMAN -6.8

SMITH BARNEY SHEARSON SPECIAL

EQUITIES B 74.6 JENSEN -4.3

RELATIVE PORTFOLIOS

Foreign stocks Treasury bonds U.S. stocks Gold Money market fund

$14,346 $12,700 $11,588 $10,475 $10,221

+2.20% +1.03% -0.02% +1.92% +0.04%

DRI/McGRAW-HILL

Dollar amounts

represent the present value of $10,000

invested one year ago in each portfolio

Percentages indicate

five-day total returns

All data on this page are as of market close Wednesday, Oct. 13, 1993, unless

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

performance and share prices are as of market close Oct. 12. Mutual fund

returns are as of Oct. 8. Relative portfolios are valued as of Oct. 12. A more

detailed explanation of this page is available on request.


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