The Morning Call (Sunday) : 2020-11-15

BUSINESS : 25 : 25

BUSINESS

The Morning Call | Sunday, November 15, 2020 25 p q p p p p q q S&P 500 3,585.15 DOW 29,479.81 10-YR T-NOTE .87% CRUDE OIL $40.13 GOLD $1,885.70 NASDAQ 11,829.29 30-YR T-BOND 1.65% EURO $1.1832 +75.71 +1156.41 +.05 +2.99 -64.60 -65.94 +.05 -.0049 WEEKLY WINNERS MUTUAL FUND PERFORMANC­E WEEK HIGH WEEK LOW FRIDAY CLOSE $CHG %CHG %RTN 1WK 1WK 1YR U.S. general stock funds COMPANY TICKER Five Prime Therap Greenland Tech Hldgs Urovant Sciences Ltd CBAK Energy Tech Aptevo Therapeuti­cs Electromec­anica Veh Revlon Inc Celcuity Inc Team Inc Infinity Pharmaceut Dragon Victory Intl Cinemark Hldgs Inc Natl CineMedia Evolving Systems Inc Innodata Inc CureVac NV Tracon Pharma FPRX GTEC UROV CBAT APVO SOLO REV CELC TISI INFI LYL CNK NCMI EVOL INOD CVAC TCON 24.70 10.00 16.08 7.02 60.00 7.91 14.56 9.45 8.88 1.77 4.22 15.35 3.45 1.87 4.35 75.20 7.95 5.14 2.19 7.78 3.30 31.00 3.18 5.55 5.41 6.06 1.12 2.73 11.69 2.52 1.21 2.67 51.43 5.23 21.41 6.10 16.02 6.15 44.98 6.29 9.53 9.33 8.56 1.72 4.14 13.64 3.02 1.78 4.24 75.20 7.63 16.41 4.01 7.94 3.02 21.28 2.70 3.99 3.64 2.97 0.59 1.41 4.63 1.02 0.60 1.40 24.72 2.45 328.2 191.9 98.3 96.5 89.8 75.2 72.0 64.0 53.1 52.2 51.6 51.4 51.0 50.8 49.3 49.0 47.3 359.2 -70.3 -18.9 653.3 393.5 88.5 -50.9 -54.5 -51.9 62.5 127.1 -61.5 -50.0 19.0 128.2 0.0 112.5 PCT RETURN 1MO 1YR FUNDS CATEGORY, ABBREVIATI­ON 1WK 5YRS* $1,000 327 Small Value SV 8.2 9.0 -3.9 5.10 Oil, REITs and European stocks were the Derby’s biggest gainers, but they remain the year’s worst three investment­s with just over a month to go. Gold suffered the week’s worst drop, and technology stocks kept the top spot despite falling slightly. 334 Mid-Cap Value 6.5 -0.9 MV 7.9 6.81 Derby 514 Small Blend SB 5.8 6.4 3.0 7.77 317 Mid-Cap Blend 3.9 8.8 MB 5.3 8.90 959 Large Value LV 5.3 5.3 0.6 8.00 522 Small Growth 1.5 29.9 SG 2.9 15.26 Stocks Bonds Commoditie­s 1-week percent change 1067 Large Blend LB 2.3 2.5 14.2 12.13 ... today is worth $1,000 invested at the end of last year ... 441 Moderate Allocation 1.9 10.7 MA 2.2 8.29 354 Conservati­ve Allocation CA 1.5 1.7 7.6 6.32 % 1,324 1,230 1,124 1,121 1,112 1,101 1,084 1,067 1,039 1,038 1,036 979 887 673 -0.9 Technology stocks Gold Copper Asian stocks S&P 500 Health care stocks Emerging-market stocks Investment-grade bonds Utilities stocks High-yield bonds Small-cap stocks European stocks REITs Oil 512 Mid-Cap Growth -0.4 33.5 MG 1.6 16.52 -3.8 133 Tactical Allocation TV 1.3 1.4 7.4 6.02 1.1 1.9 0.8 0.7 1.4 -0.3 1.8 0.5 3.0 5.1 4.6 133 Long-Short 1.1 6.6 LO 1.4 4.34 WEEKLY LOSERS 65 Convertibl­es CV -0.3 0.8 35.7 14.20 1128 Large Growth -0.8 35.0 LG -0.2 17.20 WEEK HIGH WEEK LOW FRIDAY CLOSE $CHG %CHG %RTN 1WK 1WK 1YR 11 Bear Market BM -4.0 -4.8 -21.5 -17.72 COMPANY TICKER 180 Life Sciences Aemetis Inc eGain Corp Big Bank 3x Inv Lev Organigram Holdings GasLog Ptrs LP Performant Financial Quidel Akerna Corp TOMI Environmen­tal Leap Therapeuti­cs Arcturus Thera Biogen Inc Nautilus Inc Energy Focus Inc Palomar Holdings Inc MultiPlan Inc ATNF AMTX EGAN BNKD OGI GLOP PFMT QDEL KERN TOMZ LPTX ARCT BIIB NLS EFOI PLMR MPLN 3.97 2.28 4.14 2.03 18.68 11.17 8.00 6.16 2.10 1.11 3.56 2.10 1.33 .70 221.55 175.51 4.86 2.70 7.05 4.05 2.25 1.47 57.73 32.88 249.44 223.25 23.49 17.65 7.36 5.16 103.34 75.35 9.04 6.12 2.45 2.21 11.53 6.66 1.13 2.14 0.70 198.65 2.89 4.99 1.60 47.47 248.59 21.01 5.34 75.68 6.69 -2.54 -2.11 -6.80 -3.34 -0.52 -0.97 -0.30 -84.80 -1.22 -2.11 -0.60 -15.89 -80.31 -6.79 -1.67 -22.97 -2.01 -50.9 -48.8 -37.1 -33.4 -31.5 -31.2 -29.9 -29.9 -29.7 -29.7 -27.3 -25.1 -24.4 -24.4 -23.8 -23.3 -23.1 0.0 238.8 62.3 -74.9 -63.9 -81.9 -18.5 261.2 -24.4 614.0 22.3 401.4 -17.0 1201.9 184.0 93.8 0.0 U.S. industry stock funds 56 Financial SF 9.4 11.5 -6.3 6.1 59 Natural Resources 4.2 0.3 SN 5.4 3.5 38 Utilities SU 4.0 4.8 5.3 10.7 197 Real Estate 6.4 -3.3 SR 4.0 5.9 32 Communicat­ion SC 2.1 3.6 22.2 9.6 6.0 107 Health 1.2 28.6 SH 1.4 10.8 $0 650 1,300 155 Technology ST -1.4 0.1 44.8 23.1 49 Precious Metals -7.8 49.3 SP -5.4 21.7 Performanc­e benchmarks: industries - sectors of the Standard & Poor’s 500 index; internatio­nal stocks - MSCI indexes; bond returns - Barclays Capital and BofA Merrill Lynch indexes. Source: FactSet Data through Nov. 12 Internatio­nal stock funds AP 17 Latin America Stock LS 2.7 7.5 -17.0 6.7 282 Foreign Large Value 5.4 -1.7 FV 6.1 3.2 INTEREST RATES BEST STOCKS - ONE MONTH 13 Divers. Pacific Asia DP 1.4 5.0 24.3 11.9 579 Foreign Large Blend 3.5 7.6 FB 4.8 6.1 LAST 6 MOS. AGO 1 YR. AGO FRIDAY CLOSE $CHG %CHG %CHG %RTN 1WK 1WK 1MO 1YR 25 Japan Stock JS 1.4 4.7 12.8 10.2 Prime Rate Fed Funds 3.25 .13 3.25 .13 4.75 1.63 COMPANY TICKER P/E 606 Divers. Emerging Mkt. 1.0 17.6 EM 4.5 9.7 53 Pacific Asia ex-Japan PJ 1.0 4.5 32.3 12.8 Abraxas Petrol AXAS 1.75 .15 9.4 1106.9 -71.8 ... 35 Foreign Small/Mid Val. 4.0 5.4 FA 4.3 5.9 Performanc­e Shipping Aptevo Therapeuti­cs Five Prime Therap Altum Midstream Scholar Rock Hldg Oncternal Therap Dragon Victory Intl Greenland Tech Hldgs Ocuphire Pharma Inc Superior Ind Electromec­anica Veh Cooper-Standard Hldg Dixie Group Inc Zedge Inc Speng Inc ADR CBAK Energy Tech Urovant Sciences Ltd MoneyGram Intl SQZ Biotechnol­ogies Pinduoduo Inc ADS Dogness Internatio­na Ever-Glory Intl Cinemark Hldgs Inc Weidai Ltd Yatra Online Ord Farfetch Ltd Graybug Vision Inc Celcuity Inc Residio Technologi­es 4.74 6.8 -39.1 PSHG .30 816.8 dd MIN INVEST 56 Europe Stock ES 3.0 3.4 12.4 6.3 APVO 44.98 21.28 89.8 544.4 393.5 ... Money market mutual funds YIELD PHONE 697 World Stock 2.3 15.8 WS 3.0 10.3 Taxable—national avg 0.01 0.30 $ 5,000 min 21.41 328.2 359.2 FPRX 16.41 259.2 dd 384 Foreign Large Growth FG 1.1 2.7 20.0 9.9 Transameri­ca Govt MMF/Cl R4 (888) 233-4339 ALTM 33.38 4.13 14.1 231.8 -16.1 ... 321 World Allocation 2.4 5.0 IH 2.7 5.9 SRRK 43.26 1.16 2.8 204.6 373.3 dd Tax-exempt—national avg 0.01 0.12 120 Foreign Small/Mid Gr. FR 0.5 2.0 18.8 10.4 4.54 15.8 -12.2 ONCT .62 169.4 ... Fed/Hermes Muni Oblig Fund/Wealth 500K (800) 341-7400 LYL 4.14 1.41 51.6 154.0 127.1 ... Taxable bond funds 6.10 191.9 -70.3 GTEC 4.01 144.0 dd NAT’L AVG WK AGO NAT’L AVG WK AGO OCUP 5.06 -.94 -15.7 136.4 0.0 ... CONSUMER RATES 192 Emerging Market Bond EB 1.0 1.8 4.5 5.6 SUP 3.07 .73 31.2 127.4 -13.7 5 Money market account 0.20 0.20 48 month new car loan 4.14 4.14 519 High Yield Bond 0.6 3.8 HY 1.4 5.6 6.29 75.2 88.5 SOLO 2.70 123.8 dd 1 year CD 0.41 0.41 60 month new car loan 4.33 4.33 203 Bank Loan BL 0.7 1.0 0.5 3.3 CPS 34.20 6.30 22.6 119.9 -9.1 4 234 Multisecto­r Bond 0.4 3.9 MU 1.0 4.7 3 year CD 0.51 0.51 $30K Home equity loan 4.97 4.97 1.90 46.2 23.9 DXYN .60 115.9 dd 150 World Bond IB -0.3 1.0 7.2 4.1 5 year CD 0.58 0.58 30 year fixed mortgage 2.96 3.06 ZDGE 3.08 -.09 -2.8 113.9 67.6 ... 24 Long-Term Bond 0.2 12.3 CL 0.6 8.2 Savings interest 0.28 0.28 15 year fixed mortgage 2.48 2.62 XPEV 41.99 7.18 20.6 92.9 0.0 ... 451 Short-Term Bond CS 0.1 0.2 3.7 2.4 CBAT 6.15 3.02 96.5 88.1 653.3 ... 157 Ultrashort Bond 0.0 1.5 UB 0.1 1.7 UROV 16.02 7.94 98.3 86.7 -18.9 dd FRIDAY YIELD CHANGE 1MO 3MO 52-WEEK HIGH LOW 303 Interm-Term Bond CI -0.0 0.0 7.4 4.0 MGI 7.51 2.00 36.3 83.6 82.0 dd TREASURYS 1WK 1YR 75 Short Government -0.1 3.2 GS -0.1 1.6 SQZ 24.00 4.00 20.0 81.1 0.0 ... 156 Inflation-Protected Bond IP 0.3 -0.3 8.2 3.7 3-month T-Bill 0.09 -0.01 -1.47 1.60 t t PDD 151.29 36.76 32.1 80.1 165.9 ... 15 Long Government -0.8 18.0 GL -2.2 8.3 6-month T-Bill 52-week T-Bill 2-year T-Note 5-year T-Note 7-year T-Note 10-year T-Note 30-year T-Bond 0.10 -0.01 -1.47 1.61 0.01 DOGZ 2.01 -.22 -9.9 74.8 39.7 9 t t EVK 1.80 -.12 -6.3 74.8 -31.9 4 0.12 0.00 -1.42 1.59 0.08 r t Tax-exempt bond funds CNK 13.64 4.63 51.4 73.5 -61.5 6 0.17 0.01 -1.41 1.68 0.10 s s WEI 1.46 -.08 -5.2 71.8 -76.0 ... 0.41 0.05 -1.21 1.75 0.19 s s 93 Muni California Long MC 0.2 1.1 3.8 3.9 YTRA 1.40 .43 44.3 70.1 -69.6 dd 0.65 0.06 -1.07 1.86 0.36 s s 170 High Yield Muni 0.3 1.7 HM 1.0 4.3 45.67 7.5 416.2 FTCH 3.19 69.1 ... 0.87 0.05 -0.94 1.93 0.49 141 Muni National Long ML 0.2 1.0 3.7 3.8 s s GRAY 25.73 5.94 30.0 67.3 0.0 ... 255 Muni National Interm. 0.2 3.6 MI 0.7 3.1 1.65 0.05 -0.65 2.42 0.94 s s 9.33 64.0 -54.5 CELC 3.64 66.6 ... 186 Muni National Short MS 0.1 0.2 2.3 1.7 REZI 19.49 .94 5.1 66.2 107.7 cc Money fund data provided by iMoneyNet Inc. cc - P/E exceeds 99. dd - Loss in last 12 months. * – annualized PRINTED AND DISTRIBUTE­D BY PRESSREADE­R PressReade­r.com +1 604 278 4604 ORIGINAL COPY . 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