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Businessweek Archives

Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYThe stock market is desperately trying to adjust to a stronger economy andhigher interest rates. The yield on 30-year Treasuries surged to the highestlevel since last August, and stocks tumbled. Although the Dow industrials weredown for the week by only 1.1, the broader indexes suffered more, with the S&P500 falling by more than 2%. Some foreign bourses got clobbered. Tokyo sank toits lowest level of the year, while Hong Kong dropped 10%--the result ofconcerns about Chinese military exercises off Taiwan.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5568.7 -1.1 37.9

MIDSIZE COMPANIES (S&P MidCap Index) 227.4 -1.3 25.9

SMALL COMPANIES (Russell 2000) 323.5 -1.1 25.7

ALL COMPANIES (Russell 3000) 364.3 -2.0 29.7

FUNDAMENTALS

Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.12% 5.02% 5.89%

30-YEAR TREASURY BOND YIELD 6.68% 6.46% 7.36%

S&P 500 DIVIDEND YIELD 2.19% 2.14% 2.68%

S&P 500 PRICE/EARNINGS RATIO 18.6 19.0 16.3

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3640.3 -3.2 19.5

TOKYO (NIKKEI INDEX) 19,734.7 -2.5 18.4

TORONTO (TSE COMPOSITE) 4948.8 -0.5 17.3

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 589.6 586.7 Positive

Stocks above 200-day moving average 63.0% 71.0%r Neutral

Speculative sentiment: Put/call ratio 0.77 0.56r Positive

Insider sentiment: Vickers

sell/buy ratio 2.00 1.97 Positive

BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1 SPECIALTY APPAREL 15.3 37.4 CHARMING SHOPPES 39.8 -8.1 4 15/16

RETAILERS

2 MACHINE TOOLS 13.8 18.8 GIDDINGS & LEWIS 14.6 2.2 17 5/8

3 SHOES 12.1 48.7 NIKE 13.2 99.7 77 1/4

4 DEPARTMENT STORES 9.8 33.0 FEDERATED 19.1 55.8 33 1/2

DEPARTMENT STORES

5 AIRLINES 8.5 56.2 SOUTHWEST AIRLINES 11.7 78.4 31

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 REGIONAL TELEPHONE -15.2 20.6 AMERITECH -17.9 23.8 53 1/4

COMPANIES

2 INSTRUMENTATION -14.7 20.1 TEKTRONIX -28.3 0.8 32 1/4

3 ELECTRIC COMPANIES -9.7 13.4 NIAGARA MOHAWK -19.4 -53.0 6 3/4

POWER

4 COMMERCIAL SERVICES -8.9 18.9 CUC INTERNATIONAL -22.6 28.4 30 3/8

5 FINANCIAL SERVICES -8.1 45.6 FEDERAL NATL. -12.4 62.9 31

MORTGAGE ASSN.

MORNINGSTAR INC.

MUTUAL FUNDS

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

LEADERS LAGGARDS

1 MONITREND GOLD 24.4 SMITH BARNEY TELECOMM. INCOME -12.3

2 AMERICAN HERITAGE 12.7 SELIGMAN COMMUNICATIONS -10.2

& INFORM. D

3 INVESCO STRATEGIC GOLD 7.2 LEXINGTON STRATEGIC INVESTMENTS -10.0

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

1 MIDAS 74.0 STEADMAN TECHNOLOGY GROWTH -24.8

2 IDS PRECIOUS METALS A 72.3 STEADMAN AMERICAN INDUSTRY -22.1

3 INVESCO STRATEGIC GOLD 70.6 EV MARATHON GREATER INDIA -10.0

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. Foreign Treasury Money

stocks stocks bonds market fund Gold

$13,271 $11,871 $11,641 $10,557 $10,167

-2.85% -1.95% -3.38% +0.11% -0.53%

All data on this page are as of market close Wednesday, Mar. 13, 1996, unless

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

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

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

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

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