2R SUNDAY, JUNE 28, 2015 Business D3 Money&Markets Financial Markets For an explanation of footnotes: markets.ap.org/footnotes.htm. Weekly closes StocksRecap Northwest Stocks 2,150 Most active Wk Vol. Close Stock (000s) 19.66 229,025 1 MicronT 2 Microsoft 45.26 138,547 3 Starbucks s 54.62 29,505 109.71 22,708 4 NikeB 2.77 19,809 5 HeclaM 6 T-MobileUS 39.10 14,562 142.48 13,759 7 Boeing 32.07 12,882 8 Weyerhsr 18.40 12,609 9 Umpqua 438.10 12,228 10 Amazon 13.62 11,100 11 Zulily 12 JunoTher n 46.61 10,123 Close Weekly % Chg 43.19 1.45 2.87 1.45 21.83 5.65 4.77 27.65 3.60 21.47 19.83 .54 +34.3 +10.7 +9.0 +8.2 +7.9 +6.2 +6.0 +5.1 +4.3 +4.1 +4.0 +4.0 Close Weekly % Chg 19.66 .54 2.40 48.01 22.22 2.07 46.61 .52 1.22 2.77 19.70 7.34 -19.7 -16.4 -12.7 -10.2 -8.9 -8.8 -8.8 -8.8 -8.3 -6.7 -6.5 -6.4 -15.62 -6.27 -0.82 MON TUES WED THUR FRI 5,400 6.12 -37.68 -10.22 -31.68 MON TUES WED THUR FRI Dow30Stocks Dow Jones industrials Close: 17,946.68 1-week change: -69.27 (-0.4%) 5,000 18,500 103.83 MON 24.29 -178.00 -75.71 TUES WED 56.32 THUR FRI 4,800 2,000 18,000 4,600 S&P 500 1,950 1,900 36.97 5,200 2,050 J Close: 2,101.49 1-week change: -8.50 (-0.4%) F M A M J Nasdaq composite 4,400 4,200 J F Close: 5,080.51 1-week change: -36.49 (-0.7%) M A M J 17,500 17,000 D J F M Major indexes Dow Jones 30 industrial 20 transp. 15 utilities 52wk High 18351.36 9310.22 657.17 52wk Low 500 Stocks 400 Mid-cap 600 Small-cap NYSE US 100 Energy Financial Healthcare Nasdaq 1820.66 1269.45 604.48 2,101.49 1,532.62 734.44 52wk High 52wk Low Close 8730.17 16823.14 6900.42 13414.49 Wilshire 5000 Russell 1000 Russell 2000 Russell 3000 52wk Low Close 4171.00 6051.85 2409.56 2037.84 3353.82 5158.81 1922.79 1400.24 4,131.78 5,986.27 2,370.69 1,982.79 52wk High 52wk Low Close 12390.75 7122.74 28588.52 46554.28 20935.47 2173.41 3539.95 9973.12 15685.13 High 2,129.87 1,551.28 742.23 High 8354.97 6072.68 22529.75 39580.78 14529.03 1882.45 3154.21 8512.88 13635.53 -8.50 -8.21 -1.91 +2.07 +5.52 +5.66 -.23% +.32% +.45% +.82% s t s s s +.97 s -4.15 s +1.82 s +11.25 -9.42 -11.30 -16.88 -20.69 -.23% -.19% -.71% -1.03% s s s s s +9.04 s +5.54 s +7.17 s +16.44 Low Wk Chg Wk % Chg Mo Qtr YTD % Chg High 11,635.85 6,873.43 27,468.63 45,630.19 20,935.47 2,090.26 3,351.33 9,476.34 14,995.33 -.40% t s -.53% s s -.26% s s Low Wk Chg Wk % Chg Mo Qtr YTD % Chg 4,116.05 5,957.31 2,361.84 1,960.74 High Close 11,492.43 6,753.70 26,663.87 45,566.33 20,706.15 2,090.26 3,320.90 9,462.57 14,808.09 +.69 -9.82 -10.19 Low Wk Chg Wk % Chg Mo Qtr YTD % Chg High 4,171.00 6,051.85 2,409.56 2,037.84 -.38% t s -2.01% t t -2.56% t t Low Wk Chg Wk % Chg Mo Qtr YTD % Chg 2,095.38 1,526.93 731.34 19160.13 22,245.42 22,537.15 22,175.23 -102.23 1010.80 1,173.84 1,189.88 1,170.32 -5.46 1040.47 1,279.80 1,296.00 1,274.03 -4.87 1079.87 1,259.08 1,275.89 1,255.15 -5.77 Foreign markets 52wk High 52wk Low Frankfurt London Hong Kong Mexico Tokyo Seoul Singapore Taipei Toronto Low Wk Chg Wk % Chg Mo Qtr YTD % Chg 7619.71 8,609.93 8,716.61 8,587.23 -19.98 11369.24 12,013.05 12,226.84 11,940.15 +38.54 6048.75 6,829.35 6,900.42 6,806.93 +30.74 10646.78 13,313.13 13,414.49 13,248.42 +108.76 52wk High 22537.15 1191.59 1296.00 1275.89 High Close 2134.72 1551.28 742.23 Industrials Financial Nasd Global Set Nasd Global Mkt Other indexes Close 15855.12 17,946.68 18,188.81 17,890.36 -69.27 7700.57 8,242.47 8,522.92 8,227.44 -169.41 524.82 555.12 572.05 549.31 -14.56 Standard & Poor’s 52wk High 52wk Low Worst performers Stock 1 MicronT 2 TimberR rs 3 OncoGenex 4 GreenbCos 5 ImmuneD n 6 CTI BioPh 7 JunoTher n 8 MinesMgt 9 AtossaGen 10 HeclaM 11 Omeros 12 Bsquare 1.35 2,100 Best performers Stock 1 Digimarc 2 Pendrell 3 Schmitt 4 Intellchk rs 5 SoundFin 6 ClearSign 7 Erickson 8 Zumiez 9 Data IO 10 PapaMurph 11 Schnitzer 12 US Geoth 12.86 -.46% -.46% -.38% -.46% t t s t s s s s +2.66 +2.58 +6.23 +2.86 Low Wk Chg Wk % Chg Mo Qtr YTD % Chg 11,138.55 6,710.45 26,537.70 44,969.03 20,241.31 2,055.16 3,302.90 9,341.77 14,644.92 +452.33 +43.25 -96.66 +592.92 +531.91 +43.30 +19.94 +244.20 +154.97 +4.10% +.64% -.36% +1.32% +2.64% +2.12% +.60% +2.65% +1.06% s t t s s t t t t t +17.20 t +2.86 s +12.96 s +5.61 s +18.65 s +9.12 t -1.31 t +1.67 t +1.20 Company Ticker 1. Unitedhealth Group UNH 2. Apple Inc AAPL 3. Home Depot HD 4. Nike Inc B NKE 5. Disney DIS 6. Visa Inc V 7. Goldman Sachs Grp GS 8. JPMorgan Chase & Co JPM 9. Cisco Syst CSCO 10. Pfizer Inc PFE 11. Boeing Co BA 12. Microsoft Corp MSFT 13. 3M Company MMM 14. Intel Corp INTC A M J % Chg 1 Wk 1 Mo Close $ Chg 1 Wk 123.25 126.75 112.60 109.71 114.99 68.75 213.17 68.95 28.28 33.92 142.48 45.26 157.09 31.02 2.92 0.15 0.17 3.18 2.37 0.06 -0.02 0.87 -0.75 -0.26 -2.65 -0.84 -1.86 -1.05 2.4 2.5 0.1 -2.7 0.2 1.1 3.0 7.9 2.1 4.2 0.1 0.1 0.0 3.4 1.3 4.8 -2.6 -3.5 -0.8 -2.4 -1.8 1.4 -1.8 -3.4 -1.2 -1.3 -3.3 -10.0 1 Yr (*$ 9998431 50.5 (*$ 99941 43.2 (*$ 9987653 42.0 (*$ 99865432 39.0 (*$ 99864 37.8 (*$ 99721 32.2 (*$ 987653 27.8 (*$ 98431 22.1 (*$ 973 18.0 (*$ 97 17.8 (*$ 94 14.7 (*$ 874321 11.5 (*$ 8741 11.2 (*$ 76532 6.6 Dow Jones industrial average 17946.68 -69.27 -0.4 -0.4 (*$ 76531 6.5 15. Gen Electric 16. Travelers Cos 17. Procter & Gamble 18. Merck & Co 19. Verizon Comm 20. DuPont 21. Utd Technologies 22. CocaCola Co 23. McDonalds Corp 24. WalMart Strs 25. Johnson & Johnson 26. IBM 27. Amer Express 28. Exxon Mobil Corp 29. Caterpillar Inc 30. Chevron Corp GE 27.09 -0.15 -0.6 -0.7 (*$ 764 5.8 TRV 97.92 -1.53 -1.5 -3.2 (*$ 7621 5.5 PG 79.34 -1.20 -1.5 1.2 (*$ 65431 3.4 MRK 58.49 0.45 0.8 -3.9 (*$ 541 1.4 VZ 47.62 0.16 0.3 -3.7 (*$ 321 0.4 DD 65.60 -4.24 -6.1 -7.6 (*$ 31 0.3 UTX 113.52 -1.37 -1.2 -3.1 (*@!31 -0.3 KO 40.00 -0.40 -1.0 -2.3 (&^$@!543 -1.6 MCD 97.29 1.21 1.3 1.4 (&%$#!6421 -2.4 WMT 72.12 -0.62 -0.9 -2.9 (&%$#!6421 -2.4 JNJ 99.64 -0.22 -0.2 -0.5 (&#@!7 -3.6 IBM 165.46 -1.53 -0.9 -2.5 (^@!763 -5.6 AXP 79.88 -0.31 -0.4 0.2 *@!931 -14.5 XOM 83.86 -1.35 -1.6 -1.6 &^%$94321 -15.1 CAT 86.82 -0.70 -0.8 1.8 &$#@!96541 -17.4 CVX 98.60 -0.87 -0.9 -4.3 984 -21.8 Industry focus Funds find it hard to remain on top MA R K E T P U L S E It’s tough to stay on top. Just look at the mutual funds that could brag about being in the top 25 percent of their category for the year through March 2011. Less than a third were able to replicate their performance the following year. Less than 5 percent of that initial group was able to do it three years in a row. Stretch the window out to March 2015, and only 0.3 percent were able to rank in the top 25 percent for five straight years, data from S&P Dow Jones Indices shows. Q1 earnings growth S&P 500 Stanching the flow Estimate of Q1 5.6% Profit pessimism The calendar is closing in on the end of another quar­ ter, and Wall Street is again getting more pessimistic about corporate earnings. After slashing their esti­ mates in recent weeks, ana­ lysts are now forecasting a drop of 4.4 percent for com­ panies in the Standard & Poor’s 500 index from last year’s second quarter. Three months ago, they were call­ ing for a decline of less than half that, 2.1 percent. Some­ thing similar happened earlier this year. Analysts came into the first quarter proved to be incorrect. 3.2 -3.0 At start At end Actual Source: S&P Capital IQ with expectations for mod­ est earnings growth. But pessimism increased as the quarter progressed, and by the end of it, Wall Street was forecasting an earnings decline. That pessimism The exodus from what was once the biggest bond fund may soon be over. Investors pulled a net $2.6 billion from the Pimco Total Return fund last month, according to Morn­ ingstar. That’s a fraction of what was fleeing the fund after the surprise departure of manager Bill Gross in September. At the height of the fund’s outflows, inves­ tors yanked $32 billion in October. Last month’s with­ drawal was the smallest since before Gross departed. The fund ended May with $107 billion in assets, less than half the $229 billion it had the year before. The Associated Press Industry 1 Wk 1 Mo % Chg 1 Qtr 1. Health Care 2. Financials 3. Consumer Services 4. Consumer Goods DJ Total Market index 5. Telecommunications 6. Industrials 7. Basic Material 8. Technology 9. Oil & Gas 10. Utilities 0.3 -0.3 0.1 -0.3 -0.5 1.0 -1.1 -1.7 -1.2 -0.2 -2.4 1.7 1.4 1.3 0.6 -0.2 -0.3 -0.6 -2.0 -2.6 -2.6 -5.5 4.2 3.5 1.6 1.7 1.8 2.3 0.2 1.3 1.9 -0.3 -5.0 Health Care sectors (best performers) Health Care Providers Adeptus Health Amedisys Inc Bio Reference Labs Cigna Corp ADPT AMED BRLI CI Biotechnology Ignyta Inc Aerie Pharma ImmunoGen Loxo Oncology Inc RXDX AERI IMGN LOXO Medical Supplies Rockwell Medical Edwards Life Sci DexCom Inc Utah Medical Top stories on seattletimes.com Navidea Biopharm Intersect ENT Inc Novadaq Technologies Inogen Inc Insider trading Recent transactions by top insiders at Northwest companies based on reports filed with regulators. SALES Company Alaska Air Group Expedia Radiant Logistics Ticker ALK EXPE RLGT Insider Brad Tilden Lance Soliday Stephen Harrington Title CEO O D $ Value $313,400 107,090 248,940 Range of Shares share values 5,000 $62.68 1,000  107.09 35,000  6.93­7.26 Trade dates June 16 June 15 June 10­15 Range of Shares share values 55,200 $2.40 1,000  93.14 6,000  1.41 40,000  0.54 Trade dates June 15­17 June 18 June 19 June 15 PURCHASES DARREN HENDRIX/AMAZON Amazon’s Treasure Truck will start offering exclusive deals as it drives around King County. TOP 10 STORIES READ ONLINE LAST WEEK: 1.  Amazon stirs sales buzz as Treasure Truck hits streets 2.  Design board OKs 58­ story downtown tower with changes 3.  Muilenburg started as Boeing intern; now he’s CEO 4.  Starbucks upsets San Franciscans with La Boulange closure 5.  Stock awards on top of pay, bonuses boost CEO compensation 6.  Working women skirt wardrobe stress by wearing one outfit 7.  Delta’s unorthodox fix­it man is feuding with rivals once again In Person 8.  NYC: Whole Foods mislabels prepackaged items, overcharges 9.  Border towns enjoy bonanza: packages, tax revenue pile up 10. Boeing will slow 747 production further Company Ticker Insider Title $ Value Ambassadors Group EPAX Lloyd Miller III B $132,480 Esterline Technologies ESL James Morris D 93,140 Intellicheck Mobilisa IDN William Roof CEO 8,460 US Geothermal HTM Dennis Gilles CEO 21,440 B: Beneficial Owner. CEO: Chief Executive Officer. D: Director. O: Officer. Source: Thomson Financial 3 essentials for estate planning ment accounts • User names and pass­ words (including those to Estate planning is one of social­media websites or those things you know you online­photo storage) need to do but keep putting • Discuss with family off. You’ll find this task Any time you update easier by breaking it down your estate documents, into three essentials: orga­ communication is key. nizing your financial infor­ When you name your mation, communicating friends or family members your plans and, of course, to any role in your plan, you taking action. should notify them right • Get organized away. Confirm that they are Create an organized willing to take on the re­ record that details your sponsibilities of the roles accounts and legal docu­ and explain your inten­ ments, so your family can tions. easily locate them. Discussing these matters The list could include: with children can be sensi­ • Professional and family tive. Here are tips on how to contacts make the conversations • Location of estate docu­ age­appropriate: ments • For children in high • Disability and life insur­ school and college, let them ance know that you have plans in • Home and auto insur­ place. Tell them who you ance name to important roles • List of financial institu­ (grandparents, aunts and tions, accounts and account uncles) and why. numbers • For young adult chil­ • Credit cards dren, you may choose to • Beneficiaries of retire­ name them to primary roles By TOM BENTLEY AND COURTNEY WEBER AdviceIQ (TNS) in your documents. Let them know if you plan to do so, and show openness to engaging them in this dis­ cussion in the years to come. • As children reach mid­ dle age, giving them full knowledge of your finan­ cial situation is important. Mature adult children can help parents navigate the challenges that come with aging. • Take action Proactive planning re­ quires careful consider­ ation of possible future scenarios and a good un­ derstanding of yourself and your family. It also involves communicating your wish­ es to those close to you. While your advisers can encourage these conversa­ tions, ultimately you must take action. Finding the time to dis­ cuss death and finances is difficult and unpleasant. But since one never knows what the future holds, it is best to be prepared. 2.6 4.5 +5.4 -7.1 +4.6 +8.2 +33.8 +26.8 +25.3 +19.3 -0.6 3.3 -9.3 -10.3 -3.8 -6.3 +68.9 +61.4 +56.8 +51.1 -0.5 1.8 RMTI +14.7 EW -0.1 DXCM +2.6 UTMD +1.7 +46.1 +11.8 +11.0 +9.6 Medical Equipment Most read in Business 1 Yr ((&^%#@! 998543 25.7 ((&^%#@! 93 10.0 ((&^%#@! 98751 17.9 ((&^%#@! 8731 7.6 ((&^%#@! 865421 7.2 ((&%#@61 -1.3 ((&^%#@! 754 3.4 (*&^%8321 -5.2 ((&^%#@! 951 10.5 99765321 -24.3 (*&^%#!82 -5.0 NAVB XENT NVDQ INGN Pharmaceuticals -0.1 1.6 +3.1 -1.2 +0.2 -1.3 +33.6 +20.7 +20.5 +18.6 0.2 -0.6 10.0 (%$#! 985421 45.7 +87.0 (%$#! 99983 +263.2 +47.4 (%$#! 99983 +198.4 +18.3 (%$#! 96543 +35.2 +30.3 (%$#! 998765321 +84.4 6.4 (%$#! 97532 38.1 +60.4 (%$#! 9997531 +94.8 -41.9 95431 -31.7 +70.7 (%$#! 862 +18.1 +50.8 (%$#! 0.0 1.9 (%$#! 87 21.4 +52.8 (%$#! 97 +35.6 +1.7 (%$#! 9976543 +70.7 +32.3 (%$#! 9996432 +90.5 +0.4 (%$#! 765421 +13.7 1.6 (%$#! 863 18.3 -0.6 (%$#! 7542 +10.1 +12.8 (%$#! 0.0 -21.3 &#!8754 -24.0 +39.0 (%$#! 99983 +115.3 1.6 (%$#! 821 14.6 Synergy Pharma SGYP -9.4 +91.2 +90.7 (%$#! 99983 +108.9 Pozen Inc POZN -4.8 +70.7 +43.4 (%$#! 921 +28.8 KemPharm Inc KMPH +3.7 +53.6 +68.9 (%$#! 0.0 Heron Therapeutics HRTX -6.7 +53.2 +112.9 (%$#! 99983 +152.5 Excludes stocks with market values less than $100 million. Bar chart for stocks with annual returns of more than 100 percent not shown to scale. Top weekly exchange-traded funds Fund Ticker Close $ Chg 1 Wk US Copper Index Fd Teucrium Wheat Fd Direx China A Bear Direx SOX Bear 3X Direx 30YTr Bear 3x Barc iPath Grains Barc iPath10yrTrBear Dir Dly Gold Bear3x Barclays Invrs US Tr Barc iPathUSTrLgBear Direxion REst Bear3x Direxion GoldMinBear DB 3x Sht UST ETN Teucrium Corn Fund Barc iPath Agri Etracs 2xLevHomebldr CS Velocity 3xInvGld ProSh USht Leh 20 Tr Direx JapanBull3X Direx CurHgdEurBull iPath Grains ETN Global X Greece ETF E-Tracs Agric CS Velocity3xInvSilv ProSh UltraSht Util Prosh Ultshrt Jr Min Prsh Ulshrt Gold Min WT Japan Hdg Fin ProSh UltSh Semi SPDR EAFE Qaul Mix SPDR EuroStoxx50Hgd Barc iPath Cotton ProSh UltSh RealEst Direx Russia Bear3x Direx 10yrTr Bear 3x iShs Curr Hgd Germ iShs Curr Hdg EMU Direx CuuHgdJpnBull E-Tracs Food Direx Euro Bull 3x ProShs Short VIX ST CS VS InvVix STerm ProShs UltRegBk DB Gold DoubleShort ProShs UltMSCI Japan ProShs UltraSht Gold MS MVectDShtEuro CS VelSh 3xInvrsNGs Direx India Bull 3X PwShs Agriculture Fd CPER 19.30 WEAT 11.39 CHAD 47.49 SOXS 44.05 TMV 36.39 JJG 36.28 DTYS 23.16 DUST 17.23 TAPR 41.03 DLBS 25.89 DRV 27.35 JDST 7.87 SBND 5.74 CORN 24.40 JJA 38.78 HOML 30.38 DGLD 74.08 TBT 51.95 JPNL 60.60 HEGE 42.12 WEET 38.51 GREK 11.78 UAG 19.91 DSLV 58.20 SDP 56.56 GDJS 19.39 GDXS 24.23 DXJF 30.81 SSG 46.30 QEFA 59.25 HFEZ 40.91 BAL 45.20 SRS 53.06 RUSS 32.98 TYO 18.76 HEWG 27.40 HEZU 29.11 HEGJ 41.37 FUD 20.15 EURL 36.41 SVXY 95.13 XIV 48.60 KRU 114.78 DZZ 7.45 EZJ 103.57 GLL 98.27 DRR 57.84 DGAZ 5.98 INDL 20.48 DBA 22.71 2.35 1.24 4.70 4.27 3.24 3.18 1.98 1.41 3.34 2.04 2.06 0.58 0.40 1.70 2.65 2.01 4.56 3.18 3.62 2.55 2.21 0.68 1.12 3.21 3.07 1.05 1.28 1.65 2.38 2.97 2.03 2.20 2.56 1.53 0.86 1.26 1.31 1.87 0.86 1.54 4.02 2.07 4.68 0.31 4.30 3.93 2.24 0.23 0.77 0.85 1 Wk 13.8 12.2 11.0 10.7 9.8 9.6 9.3 8.9 8.9 8.5 8.1 8.0 7.5 7.5 7.3 7.1 6.6 6.5 6.4 6.4 6.1 6.1 6.0 5.8 5.7 5.7 5.6 5.6 5.4 5.3 5.2 5.1 5.1 4.9 4.8 4.8 4.7 4.7 4.4 4.4 4.4 4.4 4.3 4.3 4.3 4.2 4.0 4.0 3.9 3.9 % Return 1 Mo 4.3 14.1 20.8 19.8 17.9 11.5 15.3 23.2 20.1 16.0 8.6 7.1 15.5 7.8 7.7 18.5 3.4 11.8 1.3 1.8 8.9 -3.3 6.1 18.0 12.6 5.4 15.3 2.5 15.2 -1.2 3.6 3.6 5.2 5.0 6.7 0.6 0.8 3.1 4.0 1.5 7.5 7.5 15.6 2.6 1.2 1.9 -2.7 -17.4 -0.6 4.0 1 Yr -17.7 -22.2 ... -50.2 -28.4 -22.0 -16.5 -5.7 ... -13.6 -26.7 -34.6 -24.3 -21.4 -25.3 ... 24.4 -17.4 19.4 ... -21.3 -46.6 -26.6 53.3 -6.0 ... ... 17.6 -35.4 0.5 ... -13.3 -15.1 -16.8 -15.3 13.1 ... ... -25.7 -17.6 7.9 7.9 31.5 21.1 15.3 18.1 46.1 93.7 -13.3 -19.8