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Businessweek Archives

Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYU.S. stocks rose to record levels, elevated by hopes that a strong economywould keep corporate earnings in high gear. Climbing oil prices propelledenergy stocks, but the gains in oil didn't hurt the bond market. Yields of30-year Treasury bonds stayed well below 7% throughout the week. Traders werepleased that the Federal Reserve left short-term rates unchanged on May 21.Tokyo stocks weren't able to break through the 22,000 barrier.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5778.0 2.7 30.2

MIDSIZE COMPANIES (S&P MidCap Index) 242.3 0.6 27.4

SMALL COMPANIES (Russell 2000) 364.6 1.8 33.8

ALL COMPANIES (Russell 3000) 389.3 1.8 29.6

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (FINANCIAL TIMES 100) 3764.2 -0.3 13.1

TOKYO (NIKKEI INDEX) 21958.0 -0.4 37.5

TORONTO (TSE COMPOSITE) 5239.9 0.5 18.0

FUNDAMENTALS Latest Week ago Year ago

90-DAY TREASURY BILL YIELD 5.18% 5.14% 5.83%

30-YEAR TREASURY BOND YIELD 6.81% 6.84% 6.74%

S&P 500 DIVIDEND YIELD 2.09% 2.13% 2.55%

S&P 500 PRICE/EARNINGS RATIO 19.7 19.4 16.3

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 614.5 611.7 Positive

Stocks above 200-day

moving average 67.0% 67.0% Neutral

Speculative sentiment:

Put/call ratio 0.49 0.51r Negative

Insider sentiment: Vickers

sell/buy ratio 2.14 2.36 Neutral

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 19.4 44.1 CHARMING SHOPPES 30.5 72.2 7 3/4

RETAILERS

2 SOFT DRINKS 14.2 56.4 COCA-COLA 18.1 59.3 46 1/2

3 OFFICE EQUIPMENT 13.2 38.2 XEROX 18.6 35.1 159 1/8

AND SUPPLIES

4 COMMUNICATIONS 12.2 54.8 ANDREW 28.9 61.5 54 5/8

EQUIPMENT

5 MANUFACTURED 10.9 34.9 FLEETWOOD 14.3 39.1 28

HOUSING ENTERPRISES

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1 TRUCKING -4.1 -7.1 CALIBER SYSTEM -7.1 -2.3 37 3/4

2 STEEL -4.0 -2.6 NUCOR -11.1 10.8 55 1/4

3 BROADCASTING -3.1 20.5 TELE-COMMUNICATIONS -5.7 23.2 18 3/4

4 HMOs -3.0 55.1 UNITED HEALTHCARE -11.5 40.3 53 1/8

5 LEISURE TIME -1.8 19.0 BRUNSWICK -8.7 5.0 21

MORNINGSTAR INC.

MUTUAL FUNDS

LEADERS LAGGARDS

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

1 PORTICO MICROCAP INSTL 21.5 CAPSTONE NEW ZEALAND -3.6

2 DREYFUS AGGRESSIVE 21.5 CALVERT NEW AFRICA -3.3

GROWTH

3 VOYAGEUR AGGRESSIVE 20.4 PIONEER INDIA A -3.2

GROWTH A

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

1 TURNER SMALL CAP EQUITY 130.6 STEADMAN TECHNOLOGY GROWTH -7.7

2 PBHG SELECT EQUITY 98.5 EV MARATHON GREATER INDIA -6.5

3 TCW/DW SMALL 91.5 UNITED SERVICES -5.8

CAPITALIZATION GROWTH CHINA REGION OPPORT

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

$13,028 $11,544 $10,639 $10,541 $10,254

+1.08% +0.86% +0.03% +0.11% -0.56%

All data on this page are as of market close Wednesday, May 22, 1996, unless

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

performance and share prices are as of market close May 21. Mutual fund returns

are as of May 17. Relative portfolios are valued as of May 21. A more detailed

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

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