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* FIEND'S SUPERBEAR MARKET REPORT *

* June 1, 2023 *

* *

* e-mail: fiendbear@fiendbear.com *

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

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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


 

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