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* FIEND'S SUPERBEAR MARKET REPORT *

* August 3, 2015 *

* *

* e-mail: fiendbear@fiendbear.com *

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

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Fiend Commentary

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

August -- Stocks Higher, Commodities Crushed

Lost in all the noise is that the Dow closed below its 200 DMA for a second month in a row.

Oil and precious metal stocks were obliterated. The XAU and CRB both crashed 25%.

Index 07/31/15 Mn Chng Mnth % Yr Chng Year % 2K Chg* 2000 %

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

Dow30 17689.86 70.35 0.4% -133.21 -0.7% 6192.74 53.9%

Trans 8391.96 299.68 3.7% -747.96 -8.2% 5414.76 181.9%

Utils 583.94 33.62 6.1% -34.14 -5.5% 300.58 106.1%

S&P500 2103.84 40.73 2.0% 44.94 2.2% 634.59 43.2%

Nasdaq 5128.28 141.41 2.8% 392.23 8.3% 1058.97 26.0%

NYSE 10882.28 77.08 0.7% 43.04 0.4% N/A N/A

Rus2000 1238.68 -15.27 -1.2% 33.98 2.8% 733.93 145.4%

Amex 2419.69 64.16 2.7% -24.64 -1.0% 1550.95 178.5%

Val Lne 4681.36 -72.36 -1.5% -1.69 0.0% 3655.56 356.4%

30Yr Tr 29.30 -1.70 5.5% 1.81 -6.6% -35.50 54.8%

Bnk Idx 78.32 1.13 1.5% 4.06 5.5% 1.32 1.7%

MSH 35 1066.35 56.16 5.6% 51.50 5.1% 145.57 15.8%

Housing 239.79 9.64 4.2% 24.76 11.5% N/A N/A

Cyclica 1623.90 0.00 0.0% 0.00 0.0% 1038.12 177.2%

Airline 92.84 -1.15 -1.2% -11.34 -10.9% -60.63 -39.5%

Retail 1227.20 89.84 7.9% 194.47 18.8% N/A N/A

* Change since 12/31/1999

 

Winners-Losers 16-14 18-12

Dow Industrials Jul-31 Mn Chg Mnth % Yr Chg Year %

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

Visa 75.34 8.19 12.2% 9.91 15.1%

Travelers 106.12 9.46 9.8% 0.81 0.8%

Pfizer 36.06 2.53 7.5% 5.18 16.8%

Nike 115.22 7.20 6.7% 19.35 20.2%

Microsoft 46.70 2.55 5.8% 0.58 1.3%

Home Depot 117.03 5.90 5.3% 12.60 12.1%

Disney 120.00 5.86 5.1% 25.81 27.4%

McDonald's 99.86 4.79 5.0% 6.97 7.5%

Coca-Cola 41.08 1.85 4.7% -0.79 -1.9%

Boeing 144.17 5.45 3.9% 14.99 11.6%

Merck 58.96 2.03 3.6% 2.63 4.7%

Cisco 28.42 0.96 3.5% 1.00 3.6%

Johnson-Johnson 100.21 2.75 2.8% -3.63 -3.5%

Wal-Mart 71.98 1.05 1.5% -13.39 -15.7%

JP Morgan Chase 68.53 0.77 1.1% 6.76 10.9%

Verizon Comm 46.79 0.18 0.4% 1.07 2.3%

IBM 161.99 -0.67 -0.4% 2.67 1.7%

UnitedHealth 121.40 -0.60 -0.5% 20.65 20.5%

General Electrc 26.10 -0.47 -1.8% 1.06 4.2%

Goldman Sachs 205.07 -3.72 -1.8% 11.85 6.1%

Minn Mining Mnf 151.34 -2.96 -1.9% -11.96 -7.3%

Procter-Gamble 76.70 -1.54 -2.0% -13.03 -14.5%

American Exprss 76.06 -1.66 -2.1% -16.40 -17.7%

Apple 121.30 -4.13 -3.3% 11.35 10.3%

Exxon-Mobil 79.21 -3.99 -4.8% -12.55 -13.7%

Intel 28.95 -1.47 -4.8% -7.08 -19.7%

Caterpillar 78.63 -6.19 -7.3% -11.41 -12.7%

Chevron-Texaco 88.48 -7.99 -8.3% -22.61 -20.4%

United Tech 100.31 -10.62 -9.6% -14.07 -12.3%

DuPont 55.76 -8.19 -12.8% -17.72 -24.1%

 

Fiend's Prime-25

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

Winners-Losers 16-9 15-10

Company Jul-31 Mn Chg Month Yr Chg Year %

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

Google 625.61 105.10 20.2% 99.21 18.8%

Visa Inc. 75.34 8.19 12.2% 9.91 15.1%

Facebook 94.01 8.25 9.6% 15.99 20.5%

Pfizer 36.06 2.53 7.5% 4.91 15.8%

Citigroup 58.46 3.22 5.8% 4.35 8.0%

Microsoft 46.70 2.55 5.8% 0.25 0.5%

Disney 120.00 5.86 5.1% 25.81 27.4%

Bank of America 17.88 0.86 5.1% -0.01 -0.1%

Coca Cola 41.08 1.85 4.7% -1.14 -2.7%

Berkshire Hath 214000.00 9150 4.5% -12000 -5.3%

Merck 58.96 2.03 3.6% 2.17 3.8%

Wells Fargo 57.87 1.63 2.9% 3.05 5.6%

Johnson-Johnson 100.21 2.75 2.8% -4.36 -4.2%

Wal-Mart 71.98 1.05 1.5% -13.90 -16.2%

JP Morgan Chase 68.53 0.77 1.1% 5.95 9.5%

Verizon Comm 46.79 0.18 0.4% 0.01 0.0%

IBM 161.99 -0.67 -0.4% 1.55 1.0%

Oracle 39.94 -0.36 -0.9% -5.03 -11.2%

General Elctrc 26.10 -0.47 -1.8% 0.83 3.3%

Procter-Gamble 76.70 -1.54 -2.0% -14.39 -15.8%

AT&T 34.74 -0.78 -2.2% 1.15 3.4%

Apple Comp 121.30 -4.13 -3.3% 10.92 9.9%

Exxon-Mobil 79.21 -3.99 -4.8% -13.24 -14.3%

Intel 28.95 -1.47 -4.8% -7.34 -20.2%

Chevron-Texaco 88.48 -7.99 -8.3% -23.70 -21.1%

 

Prime-25 6328.86 154.09 2.5% 72.06 1.2%

 

 

RNK Company (Bil) P/E Yield Symb Sector

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

1. Apple Comp $706 16.41 1.55% AAPL Technology

2. Google $426 29.81 0.00% GOOG Technology

3. Microsoft $383 18.83 2.53% MSFT Technology

4. Berkshire Hath $351 17.70 0.00% BRK-A Financial

5. Exxon-Mobil $332 10.42 3.48% XOM Energy

6. Wells Fargo $299 14.15 2.42% WFC Financial

7. Johnson-Johnson $279 17.58 2.79% JNJ Healthcare

8. General Elctrc $263 0.00 3.45% GE Conglomerate

9. Facebook $262 90.39 0.00% FB Technology

10. JP Morgan Chase $256 12.55 2.33% JPM Financial

11. Wal-Mart $232 14.25 2.68% WMT Services

12. Pfizer $221 25.39 2.94% PFE Healthcare

13. Procter-Gamble $207 23.17 3.39% PG Consumer

14. Disney $204 26.67 0.96% DIS Services

15. Verizon Comm $191 19.66 4.66% VZ Services

16. Bank of America $188 25.91 0.89% BAC Financial

17. Visa Inc. $185 33.19 0.58% V Financial

18. AT&T $180 31.58 5.30% T Services

19. Coca Cola $180 25.84 3.04% KO Consumer

20. Citigroup $179 23.57 0.07% C Financial

21. Oracle $175 16.71 1.28% ORCL Technology

22. Merck $167 14.49 3.02% MRK Healthcare

23. Chevron-Texaco $166 8.73 4.84% CVX Energy

24. IBM $160 13.50 2.72% IBM Technology

25. Intel $137 12.32 3.18% INTC Technology

_ Prime-25 $6,329 18.81 2.13%

 

 

Currencies

----------

Sep

Crrncy Jul-31 Mn Chg Mnth % Yr Chg Year % 2K Chg* 2000 %

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

Pound 156.10 -1.15 -0.7% 0.59 0.4% -5.80 -3.6%

SwFrnc 103.46 -3.76 -3.5% 2.26 2.2% 39.99 63.0%

Euro 109.71 -1.85 -1.7% -11.63 -9.6% 8.10 8.0%

Yen 80.68 -1.15 -1.4% -3.03 -3.6% -18.24 -18.4%

US Dlr 97.44 1.78 1.9% 6.16 6.7% -3.98 -3.9%

 

Commodities

-----------

Aug

Cmmdty Jul-31 Mn Chg Mnth % Yr Chg Year % 2K Chg* 2000 %

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

Gold $1085.50 -$86.30 -7.4% -$100.40 -8.5% $795.90 274.8%

XAU 47.57 -15.57 -24.7% -21.21 -30.8% -20.4 -30.0%

Oil $47.12 -$12.71 -21.2% -$10.38 -18.1% $21.52 84.1%

XOI 1211.56 -92.15 -7.1% -136.57 -10.1% 708.56 140.9%

CRB 202.57 -24.60 -10.8% -27.39 -11.9% -2.57 -1.3%

 

Foreign Markets

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

Exchng Jul-31 Mnth Chg Mnth % Year Chg Year % 2K Chng* 2000 %

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

TSX 14468.44 -84.89 -0.6% -164.00 -1.1% 6054.69 72.0%

IPC 44752.93 -300.77 -0.7% 1607.27 3.7% 37623.05 527.7%

BVSP 50864.77 -2216.11 -4.2% 857.36 1.7% 33772.77 197.6%

FTSE 6696.28 175.30 2.7% 130.19 2.0% -233.92 -3.4%

CAC-40 5082.61 292.41 6.1% 809.86 19.0% -875.71 -14.7%

DAX 11308.99 364.02 3.3% 1503.44 15.3% 4350.85 62.5%

Swiss 9428.17 647.26 7.4% 444.80 5.0% 1858.07 24.5%

Nikkei 20585.24 349.51 1.7% 3134.47 18.0% 1650.90 8.7%

HngSng 24636.28 -1613.75 -6.1% 1031.24 4.4% 7674.18 45.2%

AllOrd 5681.70 230.50 4.2% 293.10 5.4% 2529.20 80.2%

 

* Change since 12/31/1999


 

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