*****************************************************************************
* FIEND'S SUPERBEAR MARKET
REPORT *
* June 1,
2023 *
*
*
* e-mail:
fiendbear@fiendbear.com
*
* web
address: http://www.fiendbear.com *
****************************
************************************************
Fiend Commentary
================
May -- Dow
Sinks While AI Craze Causes Nasdaq to Soar
Index 05/31/23 Mn Chng
Mnth % Yr Chng Year % 2K Chg* 2000 %
------ --------
------- ------ -------
------ -------- ------
Dow30
32908.27 1189.89 -3.5%
-238.98 -0.7% 21411.15 186.2%
Trans
13709.74 -312.13 -2.2%
317.83 2.4% 10732.54 360.5%
Utils 900.37 -59.24
-6.2% -67.03 -6.9%
617.01 217.7%
S&P500
4179.83 10.35 0.2%
340.33 8.9% 2710.58 184.5%
Nasdaq 12935.29
708.71 5.8% 2468.81 23.6%
8865.98 217.9%
NYSE 14887.14 -658.74 -4.2%
-297.17 -2.0% N/A
N/A
Rus2000 1749.65
-19.34 -1.1% -11.60
-0.7% 1244.90
246.6%
Amex 3871.21 -328.29 -7.8%
-264.12 -6.4% 3002.47 345.6%
Val Lne 8641.59 -281.17 -3.2%
111.56 1.3% 7615.79 742.4%
30Yr Tr 38.50 1.80
-4.9% -1.20 3.0%
-26.30 40.6%
Bnk Idx 76.16
-5.12 -6.3% -24.69 -24.5% -0.84
-1.1%
MSH 35
3427.88 339.72 11.0%
874.79 34.3% 2507.10 272.3%
Housing
470.26 -8.47 -1.8%
67.47 16.8% N/A
N/A
Airline 63.38 3.74
6.3% 10.58 20.0%
-90.09 -58.7%
Retail 4230.00 187.93
4.6% 601.03 16.6%
N/A N/A
* Change since 12/31/1999
Winners-Losers
6-24 12-18
Dow Industrials May-31 Mn Chg Mnth % Yr
Chg Year %
---------------
------ ------ ------ ------
------
Nike 105.26 -21.46 -16.9% -11.75 -10.0%
Disney 87.96 -14.54
-14.2% 1.08 1.2%
Walgreens
30.37 -4.88 -13.8% -6.99 -18.7%
Minn Mining Mnf 93.31 -12.91 -12.2% -26.61 -22.2%
Chevron-Texaco 150.62 -17.96 -10.7%
-28.87 -16.1%
Dow
48.78 -5.62 -10.3% -1.61 -3.2%
Procter-Gamble 142.50 -13.88 -8.9%
-9.06 -6.0%
Verizon Comm
35.63 -3.20 -8.2%
-3.77 -9.6%
Amgen 220.65 -19.09 -8.0% -41.99 -16.0%
Coca-Cola
59.66 -4.49 -7.0%
-3.95 -6.2%
Travelers 169.24 -11.90 -6.6% -18.25
-9.7%
Caterpillar 205.75 -13.05 -6.0% -33.81 -14.1%
Goldman Sachs 323.90 -19.54 -5.7% -19.48
-5.7%
Home Depot 283.45 -17.09 -5.7% -32.41 -10.3%
Johnson-Johnson
155.06 -8.64 -5.3% -21.59 -12.2%
Visa 221.03 -11.70 -5.0%
13.27 6.4%
Merck
110.41 -5.06 -4.4%
-0.54 -0.5%
Honeywell
191.60 -8.24 -4.1% -22.70 -10.6%
McDonald's 285.11 -10.64 -3.6%
21.58 8.2%
Wal-Mart
146.87 -4.10 -2.7%
5.08 3.6%
JP Morgan Chase
135.71 -2.53 -1.8%
1.61 1.2%
American Exprss 158.56
-2.78 -1.7% 10.81
7.3%
UnitedHealth
487.24 -4.85 -1.0% -42.94 -8.1%
Boeing
205.70 -1.08 -0.5%
15.21 8.0%
Intel
31.44 0.38 1.2%
5.01 19.0%
IBM
128.59 2.18 1.7% -12.30 -8.7%
Apple 177.25 7.57
4.5% 47.32 36.4%
Cisco
49.67 2.42 5.1%
2.03 4.3%
Microsoft
328.39 21.13 6.9% 88.57
36.9%
SalesForce.com
223.38 25.01 12.6%
90.79 68.5%
Fiend's Prime-25©
-----------------
Winners-Losers
8-17 14-11
Company May-31 Mn Chg Month Yr Chg Year %
--------------- -------
------- ------ ------- ------
NVIDIA 378.34 100.85 36.3%
232.20 158.9%
Tesla
203.93 39.62 24.1%
80.75 65.6%
Amazon
120.58 15.13 14.3%
36.58 43.5%
Google
123.37 15.15 14.0%
36.49 42.0%
Meta (FB)
264.72 24.40
10.2% 144.38 120.0%
Eli Lilly
429.46 33.60 8.5%
63.62 17.4%
Microsoft
328.39 21.13 6.9%
88.57 36.9%
Apple Comp
177.25 7.57 4.5%
47.32 36.4%
UnitedHealth
487.24 -4.85 -1.0%
-42.94 -8.1%
JP Morgan Chase
135.71 -2.53 -1.8% 1.61
1.2%
Pfizer
38.02 -0.87 -2.2%
-13.22 -25.8%
Walmart
146.87 -4.10 -2.7% 5.08
3.6%
Berkshire Hath
488024.00 -14856 -3.0%
19313 4.1%
Mastercard 365.02 -15.01 -3.9%
17.29 5.0%
Merck
110.41 -5.06 -4.4%
-0.54 -0.5%
Pepsico 182.35 -8.54 -4.5% 1.69
0.9%
Visa Inc. 221.03 -11.70 -5.0%
13.27 6.4%
Bank of America
27.79 -1.49 -5.1%
-5.33 -16.1%
Johnson-Johnson
155.06 -8.64 -5.3%
-21.59 -12.2%
Home Depot 283.45 -17.09 -5.7%
-32.41 -10.3%
Coca-Cola
59.66 -4.49 -7.0%
-3.95 -6.2%
Abbvie 137.96 -13.16
-8.7% -23.65 -14.6%
Procter-Gamble 142.50 -13.88 -8.9%
-9.06 -6.0%
Chevron 150.62 -17.96
-10.7% -28.87 -16.1%
Exxon Mobil 102.18 -16.16
-13.7% -8.12 -7.4%
Prime-25© 16824.40 757.92 4.7% 3216.33 23.6%
RNK Company (Bil) P/E
Yield Symb
Sector
--- -----------------
------ ------- ----- ----
---------------
1. Apple $2841 29.06 0.52% AAPL Technology
2. Microsoft $2450 35.39 0.83% MSFT Technology
3. Google $1597 24.53 0.00% GOOG Communication
4. Amazon $1229 111.65
0.00% AMZN Consumer
5. NVIDIA $938 161.00
0.04% NVDA Technology
6. Berkshire Hath $715
22.93 0.00%
BRK-A Financial
7. Meta (FB) $709
25.24 0.00% META Communication
8. Tesla $642 62.75 0.00% TSLA Consumer
9. Visa Inc. $460 31.58 0.81% V Financial
10. UnitedHealth
$456 23.87 1.35% UNH Healthcare
11. Exxon Mobil
$427 8.33 3.56% XOM Energy
12. Eli Lilly
$408 64.58 1.05% LLY Healthcare
13. Johnson-Johnson
$408 21.60 2.92% JNJ Healthcare
14. JP Morgan Chase
$402 11.45 2.95% JPM Financial
15. Walmart
$398 45.33 1.53% WMT Consumer
16. Mastercard $352 36.47 0.62% MA Financial
17. Procter-Gamble
$341 24.70 2.56% PG Consumer
18. Chevron
$291 8.57 3.77% CVX Energy
19. Home Depot
$289 17.09 2.68% HD Consumer
20. Merck $279
18.28 2.64%
MRK Healthcare
21. Coca-Cola
$258 26.17 2.95% KO Consumer
22. Pepsico $252 25.87 2.52% PEP Consumer
23. Abbvie $244 18.37 4.29% ABBV Healthcare
24. Bank of America
$225 8.79 3.17% BAC Financial
25. Pfizer
$213 7.21 4.31% PFE Healthcare
_ Prime-25© $16,824 25.88 1.03%
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
----------
Jun
Crrncy
May-31 Mn
Chg Mnth % Yr Chg Year %
2K Chg* 2000 %
------ ------- ------
------ ------ ------
------- ------
Pound 124.28 -1.51
-1.2% 3.21 2.7%
-37.62 -23.2%
SwFrnc
109.98 -2.53 -2.2%
-0.15 -0.1% 46.51 73.3%
Euro 106.86 -3.63
-3.3% -1.31 -1.2%
5.25 5.2%
Yen 72.00 -1.95
-2.6% -6.17 -7.9%
-26.92 -27.2%
US Dlr
104.25 2.85 2.8%
1.36 1.3% 2.83
2.8%
Commodities
-----------
Jun
Cmmdty
May-31 Mn Chg
Mnth %
Yr Chg Year % 2K Chng* 2000 %
------ ---------
------- ------ -------
------ -------- ------
Gold $1,963.90 -$35.20 -1.8%
$106.20 5.7%$1,674.30 578.1%
XAU 122.39 -11.59
-8.7% 1.53 1.3%
54.42 80.1%
Oil/Jl
$68.09 -$8.52 -11.1%
-$11.74 -14.7% $42.49 166.0%
XOI 1576.68 -177.71 -10.1%
-210.57 -11.8% 1073.68 213.5%
CRB 253.85 -14.31
-5.3% -23.90 -8.6%
48.71 23.7%
Foreign Markets
---------------
Exchng
May-31 Mnth Chg Mnth % Year Chg Year % 2K Chng*
2000 %
------ ---------
-------- ------ -------- ------ -------- ------
TSX 19572.24 -1064.30 -5.2%
187.32 1.0% 11158.49 132.6%
IPC 52736.26 -2384.96 -4.3%
4272.39 8.8% 45606.38 639.7%
BVSP 108335.00 3903.00
3.7% -1400.00 -1.3% 91243.00
533.8%
FTSE 7446.14 -424.43
-5.4% -5.60 -0.1%
515.94 7.4%
CAC-40 7098.70 -392.80
-5.2% 624.94 9.7% 1140.38 19.1%
DAX 15664.02 -258.36
-1.6% 1740.43 12.5%
8705.88 125.1%
Swiss 11217.89 -219.25
-1.9% 488.49 4.6% 3647.79 48.2%
Nikkei
30887.88 2031.44 7.0%
4793.38 18.4% 11953.54 63.1%
HngSng 18234.27
-1660.30 -8.3% -1547.14 -7.8%
1272.17 7.5%
AllOrd 7273.50 -227.50
-3.0% 51.80 0.7% 4121.00 130.7%
* Change since 12/31/1999