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Businessweek Archives

Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

An unexpected surge in consumer confidence gave stocks a reason to rally. The

Dow Jones industrials are once again shooting for the 3700 mark. Small and

midsize stocks also showed strength. Japanese investors took a roller coaster

ride. The Nikkei index dove 1300 points or 7.5% by Nov. 29, but rebounded

sharply by Dec. 1 and finished the week off only 1.5%. British investors are

beaming. The Financial Times index jumped 66 points on Dec. 1 to close at 3233,

an all-time high.

MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 3697.1 0.6 12.5

MIDSIZE COMPANIES (S&P MidCap Index) 173.8 1.7 11.6

SMALL COMPANIES (Russell 2000) 252.6 1.8 17.9

ALL COMPANIES (Russell 3000) 266.2 0.7 8.5

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3233.2 5.3 17.0

TOKYO (NIKKEI INDEX) 17,125.3 -1.5 -1.5

TORONTO (TSE COMPOSITE) 4220.4 0.1 29.3

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 3.18% 3.19% 3.39%

30-YEAR TREASURY BOND YIELD 6.26% 6.31% 7.57%

S&P 500 DIVIDEND YIELD 2.73% 2.74% 2.88%

S&P 500 PRICE/EARNINGS RATIO 22.5 22.5 23.8

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 26-week moving average 455.9 455.5 Positive

Stocks above 26-week moving average 47.0% 45.3% Neutral

Speculative sentiment: Put/call ratio 0.38 0.43 Neutral

Insider sentiment: Vickers sell/buy

ratio 1.93 2.02 Neutral

BRIDGE INFORMATION SYSTEMS INC.

INDUSTRY GROUPS

% change Strongest % change

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

PAPER CONTAINERS 17.9 -11.0 STONE CONTAINER 50.0 -43.5 10 7/8

APPAREL

MANUFACTURING 10.6 -29.2 LIZ CLAIBORNE 24.3 -45.7 23 5/8

COMPUTER SYSTEMS 7.5 -12.6 AMDAHL 18.9 -30.2 5 1/2

POLLUTION CONTROL 6.7 -28.4 BROWNING-FERRIS

INDUSTRIES 10.5 1.0 25

MANUFACTURED

HOUSING 6.2 10.3 FLEETWOOD ENTERPRISES 7.2 12.2 24 1/8

% change Weakest % change

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

PERSONAL LOANS -9.1 16.5 HOUSEHOLD

INTERNATIONAL -11.1 15.8 33

OIL EXPLORATION AND

PRODUCTION -9.0 1.9 ORYX ENERGY -21.2 -11.8 18 5/8

OIL WELL EQUIPMENT

AND SERVICES -8.7 -0.5 BAKER HUGHES -12.6 3.2 20

HOTELS AND MOTELS -7.9 62.8 PROMUS -9.6 167.7 42 1/4

LONG-DISTANCE

TELECOMMUNICATIONS -7.2 18.9 MCI COMMUNICATIONS -15.2 32.7 24 3/8

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

MORGAN STANLEY INSTL.

EMERGING MARKETS 9.4 DFA JAPANESE SMALL COMPANY -16.8

FIDELITY LATIN AMERICA 8.8 CAPSTONE NIKKO JAPAN -13.9

MERRILL LYNCH LATIN AMERICA B 7.1 EQUITY STRATEGIES -13.3

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

LEXINGTON STRATEGIC INVESTMENTS 212.3 PILGRIM CORPORATE UTILITIES -17.3

UNITED SERVICES GOLD 105.4 INVESCO STRATEGIC

ENVIRONMENTAL SERVICES -15.3

BLANCHARD PRECIOUS METALS 98.7 INVESCO STRATEGIC

HEALTH SCIENCES -12.0

DRI/McGRAW-HILL

RELATIVE PORTFOLIOS

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

$12,795 $12,232 $11,075 $10,944 $10,216

-4.39% +0.96% -1.77% +0.58% +0.04%

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, Dec. 1, 1993, unless

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

performance and share prices are as of market close Nov. 30. Mutual fund

returns are as of Nov. 26. Relative portfolios are valued as of Nov. 30. A more

detailed explanation of this page is available on request.


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