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* FIEND'S SUPERBEAR MARKET REPORT *

* December 1, 2023 *

* *

* e-mail: fiendbear@fiendbear.com *

* web address: http://www.fiendbear.com *

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Fiend Commentary

================

November -- Dow Surges Nearly 3,000 Points on Belief of Tamer Fed

Index 11/30/23 Mn Chng Mnth % Yr Chng Year % 2K Chg* 2000 %

------ -------- ------- ------ ------- ------ -------- ------

Dow30 35950.89 2898.02 8.8% 2803.64 8.5% 24453.77 212.7%

Trans 15018.51 1122.74 8.1% 1626.60 12.1% 12041.31 404.5%

Utils 866.76 42.84 5.2% -100.64 -10.4% 583.40 205.9%

S&P500 4567.80 374.00 8.9% 728.30 19.0% 3098.55 210.9%

Nasdaq 14226.22 1374.98 10.7% 3759.74 35.9% 10156.91 249.6%

NYSE 16088.84 1169.64 7.8% 904.53 6.0% N/A N/A

Rus2000 1809.02 146.74 8.8% 47.77 2.7% 1304.27 258.4%

Amex 4649.56 201.47 4.5% 514.23 12.4% 3780.82 435.2%

Val Lne 9179.46 748.70 8.9% 649.43 7.6% 8153.66 794.9%

30Yr Tr 45.10 -5.10 10.2% 5.40 -13.6% -19.70 30.4%

Bnk Idx 84.93 11.03 14.9% -15.92 -15.8% 7.93 10.3%

MSH 35 4067.96 567.38 16.2% 1514.87 59.3% 3147.18 341.8%

Housing 572.47 82.68 16.9% 169.68 42.1% N/A N/A

Airline 55.43 8.48 18.1% 2.63 5.0% -98.04 -63.9%

Retail 4887.85 395.88 8.8% 1258.88 34.7% N/A N/A

* Change since 12/31/1999

 

Winners-Losers 25-5 18-12

Dow Industrials Nov-30 Mn Chg Mnth % Yr Chg Year %

--------------- ------ ------ ------ ------ ------

SalesForce.com 251.9 51.07 25.4% 119.31 90.0%

Boeing 231.63 44.81 24.0% 41.14 21.6%

Intel 44.7 8.20 22.5% 18.27 69.1%

American Exprss 170.77 24.74 16.9% 23.02 15.6%

Disney 92.69 11.10 13.6% 5.81 6.7%

Goldman Sachs 341.54 37.93 12.5% -1.84 -0.5%

JP Morgan Chase 156.08 17.02 12.2% 21.98 16.4%

Microsoft 378.91 40.80 12.1% 139.09 58.0%

Apple 189.95 19.18 11.2% 60.02 46.2%

Caterpillar 250.72 24.67 10.9% 11.16 4.7%

Home Depot 313.49 28.80 10.1% -2.37 -0.8%

IBM 158.56 13.92 9.6% 17.67 12.5%

Visa 256.68 21.58 9.2% 48.92 23.5%

Verizon Comm 38.33 3.20 9.1% -1.07 -2.7%

Minn Mining Mnf 99.07 8.12 8.9% -20.85 -17.4%

Travelers 180.62 13.18 7.9% -6.87 -3.7%

McDonald's 281.84 19.67 7.5% 18.31 6.9%

Nike 110.27 7.50 7.3% -6.74 -5.8%

Dow 51.75 3.41 7.1% 1.36 2.7%

Honeywell 195.92 12.66 6.9% -18.38 -8.6%

Amgen 269.64 13.94 5.5% 7.00 2.7%

Johnson-Johnson 154.66 6.32 4.3% -21.99 -12.4%

Coca-Cola 58.44 1.95 3.5% -5.17 -8.1%

UnitedHealth 552.97 17.41 3.3% 22.79 4.3%

Procter-Gamble 153.52 3.49 2.3% 1.96 1.3%

Merck 102.48 -0.22 -0.2% -8.47 -7.6%

Chevron-Texaco 143.6 -2.13 -1.5% -35.89 -20.0%

Wal-Mart 155.69 -7.72 -4.7% 13.90 9.8%

Walgreens 19.94 -1.14 -5.4% -17.42 -46.6%

Cisco 48.38 -3.75 -7.2% 0.74 1.6%

 

Fiend's Prime-25

-----------------

Winners-Losers 20-5 15-10

Company Nov-30 Mn Chg Month Yr Chg Year %

--------------- ------- ------- ------ ------- ------

Tesla 240.08 39.24 19.5% 116.90 94.9%

Bank of America 30.49 4.15 15.8% -2.63 -7.9%

NVIDIA 467.70 59.90 14.7% 321.56 220.0%

JP Morgan Chase 156.08 17.02 12.2% 21.98 16.4%

Microsoft 378.91 40.80 12.1% 139.09 58.0%

Apple Comp 189.95 19.18 11.2% 60.02 46.2%

Home Depot 313.49 28.80 10.1% -2.37 -0.8%

Mastercard 413.83 37.48 10.0% 66.10 19.0%

Amazon 146.09 13.00 9.8% 62.09 73.9%

Visa Inc. 256.68 21.58 9.2% 48.92 23.5%

Meta (FB) 327.15 25.88 8.6% 206.81 171.9%

Google 133.92 8.62 6.9% 47.04 54.1%

Eli Lilly 591.04 37.11 6.7% 225.20 61.6%

Berkshire Hath 360.00 18.67 5.5% 51.10 16.5%

Johnson-Johnson 154.66 6.32 4.3% -21.99 -12.4%

Coca-Cola 58.44 1.95 3.5% -5.17 -8.1%

UnitedHealth 552.97 17.41 3.3% 22.79 4.3%

Pepsico 168.29 5.01 3.1% -12.37 -6.8%

Procter-Gamble 153.52 3.49 2.3% 1.96 1.3%

Abbvie 142.39 1.21 0.9% -19.22 -11.9%

Merck 102.48 -0.22 -0.2% -8.47 -7.6%

Pfizer 30.47 -0.09 -0.3% -20.77 -40.5%

Chevron 143.60 -2.13 -1.5% -35.89 -20.0%

Exxon Mobil 102.74 -3.11 -2.9% -7.56 -6.9%

Walmart 155.69 -7.72 -4.7% 13.90 9.8%

 

Prime-25 18475.81 1466.95 8.6% 5117.98 38.3%

 

 

RNK Company (Bil) P/E Yield Symb Sector

--- ----------------- ------ ------- ----- ---- ---------------

1. Apple $2967 31.92 0.51% AAPL Technology

2. Microsoft $2815 36.68 0.77% MSFT Technology

3. Google $1661 25.66 0.00% GOOG Communication

4. Amazon $1496 76.09 0.00% AMZN Consumer

5. NVIDIA $1155 112.97 0.04% NVDA Technology

6. Meta (FB) $847 28.87 0.00% META Communication

7. Berkshire Hath $781 9.04 0.00% BRK-B Financial

8. Tesla $759 77.20 0.00% TSLA Consumer

9. Eli Lilly $561 83.36 0.77% LLY Healthcare

10. Visa Inc. $524 31.34 0.81% V Financial

11. UnitedHealth $512 24.00 1.28% UNH Healthcare

12. JP Morgan Chase $453 9.31 2.63% JPM Financial

13. Walmart $419 30.00 1.50% WMT Consumer

14. Exxon Mobil $407 10.21 3.60% XOM Energy

15. Mastercard $392 36.05 0.55% MA Financial

16. Johnson-Johnson $371 29.52 2.98% JNJ Healthcare

17. Procter-Gamble $362 24.96 2.49% PG Consumer

18. Home Depot $313 19.58 2.64% HD Consumer

19. Chevron $270 10.68 4.20% CVX Energy

20. Merck $260 56.93 2.67% MRK Healthcare

21. Coca-Cola $253 23.56 3.10% KO Consumer

22. Abbvie $251 38.90 4.00% ABBV Healthcare

23. Bank of America $242 8.54 3.02% BAC Financial

24. Pepsico $232 28.10 2.93% PEP Consumer

25. Pfizer $172 16.74 5.12% PFE Healthcare

_ Prime-25 $18,476 26.97 0.95%

 

Changes for 2023:

 

Exxon Mobil and Chevron return after a huge 2022 for energy stocks. Eli Lilly, Pfizer, AbbVie,

and Merck were added as healthcare stocks outperformed in 2022. Coke Cola also returned and PepsiCo

made the list for the first time at #25.

 

Nike, Verizon, Disney, Adobe, Comcast, Netflix, Intel, and Paypal were all removed for 2023.

 

Currencies

----------

Dec

Crrncy Nov-30 Mn Chg Mnth % Yr Chg Year % 2K Chg* 2000 %

------ ------- ------ ------ ------ ------ ------- ------

Pound 126.25 4.71 3.9% 4.93 4.1% -35.65 -22.0%

SwFrnc 114.44 3.91 3.5% 5.42 5.0% 50.97 80.3%

Euro 108.97 2.94 2.8% -0.15 -0.1% 7.36 7.2%

Yen 67.64 1.17 1.8% -8.85 -11.6% -31.28 -31.6%

US Dlr 103.43 -3.06 -2.9% 1.02 1.0% 2.01 2.0%

Commodities

-----------

Feb

Cmmdty Nov-30 Mn Chg Mnth % Yr Chg Year % 2K Chng* 2000 %

------ --------- ------- ------ ------- ------ -------- ------

Gold $2,057.20 $62.90 3.2% $151.10 7.9%$1,767.60 610.4%

XAU 123.35 12.10 10.9% 2.49 2.1% 55.38 81.5%

Oil/Jn $75.96 -$4.54 -5.6% -$0.83 -1.1% $50.36 196.7%

XOI 1851.63 -11.50 -0.6% 64.38 3.6% 1348.63 268.1%

CRB 272.00 -9.16 -3.3% -5.75 -2.1% 66.86 32.6%

 

Foreign Markets

---------------

Exchng Nov-30 Mnth Chg Mnth % Year Chg Year % 2K Chng* 2000 %

------ --------- -------- ------ -------- ------ -------- ------

TSX 20236.29 1362.82 7.2% 851.37 4.4% 11822.54 140.5%

IPC 54060.01 4998.13 10.2% 5596.14 11.5% 46930.13 658.2%

BVSP 127331.10 14187.40 12.5% 17596.10 16.0%110239.10 645.0%

FTSE 7453.75 132.03 1.8% 2.01 0.0% 523.55 7.6%

CAC-40 7310.77 425.12 6.2% 837.01 12.9% 1352.45 22.7%

DAX 16215.43 1405.09 9.5% 2291.84 16.5% 9257.29 133.0%

Swiss 10854.32 463.16 4.5% 124.92 1.2% 3284.22 43.4%

Nikkei 33486.89 2789.93 9.1% 7392.39 28.3% 14552.55 76.9%

HngSng 17042.88 -69.60 -0.4% -2738.53 -13.8% 80.78 0.5%

AllOrd 7297.70 330.20 4.7% 76.00 1.1% 4145.20 131.5%

 

* Change since 12/31/1999

                                                                              


 

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