Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

Businessweek Archives

Investment Figures Of The Week


Investment Figures of the Week

Investment Figures of the Week

COMMENTARYThe Dow Jones industrial average came within a hair of 6000. The Dow's ascentto 5992.9 on October 4 was fueled by an unexpected drop in employment, whichsoothed inflation fears and sent the yield on the 30-year Treasury bond from6.83% to 6.74%. The Standard & Poor's 500-stock index and the Nasdaq CompositeIndex also hit new highs. But concerns about weakening corporate profits andrising interest rates jolted markets in mid-week, sending the 30-year bondyield up to 6.83% and the Dow down to 5930.6.MARKET ANALYSIS

% change

U.S. STOCKS Latest Week 52-week

DOW JONES INDUSTRIALS 5930.6 -0.1 25.2

MIDSIZE COMPANIES (S&P MidCap Index) 242.9 -0.2 15.7

SMALL COMPANIES (Russell 2000) 346.1 -0.6 16.2

ALL COMPANIES (Russell 3000) 396.1 0.2 19.3

FUNDAMENTALS Latest Week Ago Year Ago

90-DAY TREASURY BILL YIELD 5.13% 5.02% 5.45%

30-YEAR TREASURY BOND YIELD 6.83% 6.83% 6.43%

S&P 500 DIVIDEND YIELD 2.07% 2.09% 2.35%

S&P 500 PRICE/EARNINGS RATIO 20.1 19.9 16.7

% change (local currency)

FOREIGN STOCKS Latest Week 52-week

LONDON (Financial Times 100) 4009.3 -0.1 15.4

TOKYO (Nikkei Index) 20,870.8 -2.9 16.7

TORONTO (TSE Composite) 5436.1 0.9 21.5

TECHNICAL INDICATORS Latest Week ago Reading

S&P 500 200-day moving average 652.9 650.7 Positive

Stocks above 200-day moving average 62.0% 61.0%r Neutral

Speculative sentiment: Put/call ratio 0.57 0.53 Negative

Insider sentiment: Vickers sell/buy ratio 1.51 1.52 Positive

DATA: BLOOMBERG FINANCIAL MARKETS

INDUSTRY GROUPS

% change % change

1- 12- Strongest stock 1- 12-

ONE-MONTH LEADERS month month in group month month Price

1.OIL & GAS 23.0 117.3 ROWAN 32.3 178.0 20 1/2

DRILLING

2.MANUFACTURED 18.5 64.4 FLEETWOOD 18.5 64.4 32 7/8

HOUSING ENTERPRISES

3.SEMICONDUCTORS 17.9 0.4 MICRON TECHNOLOGY 49.1 -55.4 31 1/2

4.COMMUNICATIONS 15.7 38.5 SCIENTIFIC ATLANTA 42.0 13.6 17 3/4

EQUIPMENT

5.INVESTMENT

BANKING/BROKERAGE 14.5 23.7 TRAVELERS GROUP 18.9 47.5 52

% change % change

1- 12- Weakest stock 1- 12-

ONE-MONTH LAGGARDS month month in group month month Price

1.DEFENSE -11.5 33.1 EG&G -11.5 -9.8 17 1/4

ELECTRONICS

2.MACHINE TOOLS -7.5 -30.6 GIDDINGS & LEWIS -10.2 -31.6 11 1/2

3.ALUMINUM -6.0 1.4 ALCOA -9.5 5.9 56 1/4

4.GOLD MINING -5.3 -0.8 HOMESTAKE MINING -14.2 -15.4 14 3/8

5.HOTELS AND MOTELS -3.7 16.4 ITT -22.5 NA 42 5/8

MUTUAL FUNDS

LEADERS LAGGARDS

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

1.ROBERTSON STEPHENS 21.9 PIONEER INDIA B -13.0

INFORMATION AGE

2.MERRILL LYNCH 17.2 EV MARATHON GREATER INDIA -11.0

TECHNOLOGY C

3.VANGUARD HORIZON 16.7 CAPPIELLO-RUSHMORE GOLD -8.1

CAPITAL OPPORTUNITY

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

1.DREYFUS AGGRESSIVE 85.6 STEADMAN TECHNOLOGY GROWTH -40.8

GROWTH

2.LANDMARK SMALL CAP 80.0 MATTHEWS KOREA -25.4

EQUITY A

3.WARBURG PINCUS 73.2 PIONEER INDIA B -22.9

POST-VENTURE CAP COMM.

MORNINGSTAR INC.

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. stocks Foreign stocks Money market fund Gold Treasury bonds

$12,364 $11,567 $10,518 $10,212 $9,922

+1.68% +0.05% +0.11% +1.18% +0.04%

DRI/McGRAW-HILL

All data on this page are as of market close Wednesday, Oct. 9, 1996, unless

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

performance and share prices are as of market close Oct. 8. Mutual fund returns

are as of Oct. 4. Relative portfolios are valued as of Oct. 8. A more detailed

explanation of this page is available on request. r=revised NA=Not available

Return to top


LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus