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1993-06-03
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Schwab Investors' RT
Category 8, Topic 8
Message 185 Sat Apr 03, 1993
C.CLEARY2 [Cliff of NH] at 15:41 EST
Here are my O'higgins results as of March 31.
First the Dow stocks in descending yield order:
3-31-93
Closing 4-2-93
Symbol Dow Stock Prices Dividend Yield Rank
======== ================== CLOSE ======== ====== ======
TX Texaco 63.375 3.20 5.05 1
XON Exxon 66.125 2.88 4.36 2
IBM Int. Bus. Machine 50.875 2.16 4.25 3
CHV Chevron 83.125 3.50 4.21 4
UK Union Carbide 18.000 0.75 4.17 5
MO Phillip Morris 64.000 2.60 4.06 6
UTX United Technologies 47.250 1.80 3.81 7
AXP American Express 27.125 1.00 3.69 8
EK Eastman Kodak 54.250 2.00 3.69 9
DD Dupont 48.250 1.76 3.65 10
JPM Morgan JP 67.875 2.40 3.54
Z Woolworth 31.750 1.12 3.53
MMM Minn, Min. & Mfg 109.500 3.32 3.03
S Sears, Roebuck 54.750 1.60 2.92
BA Boeing 35.000 1.00 2.86
GE General Electric 89.125 2.52 2.83
MRK Merck 35.375 1.00 2.83
WX Westinghouse Elect 14.750 0.40 2.71
IP Int. Paper 62.500 1.68 2.69
AA Aluminum Co of Amer. 64.500 1.60 2.48
T American Tel. & Tel. 56.750 1.32 2.33
PG Procter & Gamble 49.875 1.10 2.21
GM General Motors 37.625 0.80 2.13
ALD Allied-Signal 66.625 1.16 1.74
GT Goodyear Tire & Rub 74.875 1.20 1.60
KO Coca-Cola 42.625 0.68 1.60
CAT Caterpillar 59.125 0.60 1.02
MCD McDonald's 52.875 0.40 0.76
DIS Disney 44.500 0.25 0.56
BS Bethleham Steel 17.625 0.00 0.00
Interesting that of my original flying-five, 3 (Z, S, WX) are now out of the
top ten. Also that all yields are down from Feb.
Here are the top ten ranked by price (ascending):
3-31-93
Closing
Symbol Dow Stock Prices Selected
======== ================== ======== ========
UK Union Carbide 18.000 1
AXP American Express 27.125 2
UTX United Technologies 47.250 3
DD Dupont 48.250 4
IBM Int. Bus. Machine 50.875 5
EK Eastman Kodak 54.250
TX Texaco 63.375
MO Phillip Morris 64.000
XON Exxon 66.125
CHV Chevron 83.125
UK is now up to what I expected back in August. AXP continues to improve in
price, but of course drops in yield. IBM is now in flying five.
Will try to do again for Fridays plunge.
Cliff of NH
------------
----------
Schwab Investors' RT
Category 8, Topic 8
Message 188 Tue Apr 06, 1993
L.SWITHENBA2 [ Lou Sw ] at 14:54 EDT
The following is a "workpaper"<g> developed to track the relative
performance of the OHD "five" and "ten" - from their standings as of the
start of 1993 which were as follows:-
OHD
Rank Company Ticker Price Dividend Yield
$ $ %
1 Union Carbide UK 16.625 0.75 4.51
2 American Express AXP 24.875 1 4.02
3 Eastman Kodak EK 40.5 2 4.94
4 Sears Roebuck S 45.5 2 4.4
5 DuPont De Nemours DD 47.125 1.76 3.73
6 United Technology UTX 48.125 1.8 3.74
7 Int'l Bus, Mach. IBM 50.375 4.84 9.61
8 Texaco Inc. TX 59.75 3.2 5.36
9 Exxon Corp. XON 61.125 2.88 4.71
10 Chevron Corp. CHV 69.5 3.3 4.75
===========================
UK AXP EK S DD UTX IBM TX XON CHV
1/29/93
Price $ 17 23.25 49.87 49.12 45.75 46.87 51.5 60.37 61.12 72.75
Chg Mth
Chg YTD 2.3% -6.5% 23.1% 8.0% -4.9% -7.0% 2.2% 1.0% -0.0% 4.7%
YTD Rank 4 9 1 2 8 10 5 6 7 3
OHD-5 OHD-10
January's Average Change 4.4% 2.3%
January's DJIA Change:- 0.3% 0.3%
Attributable to OHD:- 4.1% 2.0%
===========================
UK AXP EK S DD UTX IBM TX XON CHV
2/26/93
Price $ 16.75 24.5 53.62 52.87 46.37 44.75 54.37 62.62 63.62 77
Chg Mth -1.5% 5.4% 7.5% 7.6% 1.4% -4.5% 5.6% 3.7% 4.1% 5.8%
Chg YTD 0.8% -1.5% 32.4% 16.2% -3.6%-11.2% 7.9% 4.8% 4.1% 10.8%
YTD Rank 7 8 1 2 9 10 4 5 6 3
OHD-5 OHD-10
February's Average Chg 4.1% 3.5%
February's DJIA Change 1.8% 1.8%
Year to Date Average Chg 8.8% 6.1%
Year to Date DJIA Change 2.1% 2.1%
YTD, Attributable to OHD 6.7% 4.0%
===========================
UK AXP EK S DD UTX IBM TX XON CHV
3/31/93
Price $ 18 27.13 54.25 54.75 48.25 47.25 50.88 63.38 66.13 83.13
Chg Mth 7.5% 10.7% 1.2% 3.6% 4.1% 5.6% -6.4% 1.2% 3.9% 8.0%
Chg YTD 8.3% 9.1% 34.0% 20.3% 0.3% -6.2% 1.0% 6.1% 8.2% 19.6%
YTD Rank 5 4 1 2 9 10 8 7 6 3
OHD-5 OHD-10
March's Average Change:- 5.4% 3.9%
March's DJIA Change:- 1.9% 1.9%
Year to Date Average Chg 14.4% 10.1%
Year to Date DJIA Change 4.1% 4.1%
YTD, Attributable to OHD 10.3% 6.0%
===========================
While the OHD is intended to be judged on it's annual performance it appears
that this analysis on a monthly/quarterly basis is a valid assessment of the
sytem.
Several interesting conclusions regarding _current_ performance are suggested:-
1, OHD substantially outperforms the DJIA
2, Four of the top five performances come from the OHD-5
3, Quarterly performance rankings for individual stocks
are very similar to their monthly performance rankings
4, Although the OHD-10 is performing very well, the OHD-5
is doing even better.
PS<g> and you get a relatively good dividend!
Other comments are welcome...... Lou
----------
Schwab Investors' RT
Category 8, Topic 8
Message 189 Tue Apr 06, 1993
NB.ROC [Naor] at 16:05 EDT
Very nice graphs and interesting conclusions. I do want to caution you one
number 4 though. Reading it at face value would lead one to believe that
buying the OHD-5 would be better than the OHD-10 and that indeed may be so at
this time. However, the reason for getting 10 stocks is diversification which
loses if you get only 5.
----------
Schwab Investors' RT
Category 8, Topic 8
Message 190 Wed Apr 14, 1993
L.SWITHENBA2 [ Lou Sw ] at 14:04 EDT
Latest OHD Rankings, based on WSJ DJ30 Yield List published 04/14/93
Data Date : 04/12/93
TKR PRICE YIELD
$ %
OHD5:-
UK 18 4.166
Z 31.12 3.598
MO 47.5 5.473
UTX 48.75 3.692
DD 50 3.52
OHD5 TO OHD10:-
IBM 51 4.235
EK 55 3.636
TX 64.62 4.951
XON 68.75 4.189
CHV 84.88 4.123
REMAINDER - IN ORDER OF YIELD:-
AXP 29.25 3.418
JPM 70.38 3.41
MMM 110.12 3.014
S 53.12 3.011
MRK 34.25 2.919
BA 36.75 2.721
IP 62.12 2.704
GE 93.25 2.702
WX 15.12 2.644
AA 61.88 2.585
PG 47.25 2.328
T 59.88 2.204
GM 39.12 2.044
ALD 65.5 1.77
KO 39.38 1.726
GT 78 1.282
CAT 60.62 0.989
MCD 51.25 0.78
DIS 41.88 0.597
BS 17.38 0