2/1/10 Mon. am Disney Selling Miramax

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Post #271 The following is brought to you by Intellivest Securities Research, Inc. Towards the end of this Blog is a list of the Dow 30 current CEOs, a ranking of the Dow 30 components by market capitalization as of 1/13/10 and an update of the Dow 30component's most recent SEC filings as of 1/13/10.

A read of Monday's print editions of: The Wall Street Journal, The Financial Times, The New York Times, USA Today & Miami Herald yielded the following stories about Dow Jones Industrial Average 30 component companies and the Dow with stories about the Dow aggregated first and then items about Dow Jones Industrial Average 30 companies presented alphabetically, followed by symbol and Monday's stock prices and related data as of 2:17 pm (late Blog today).

Dow: As of the open of the market Monday, the current divisor for the Dow Jones Industrial Average found at page C4 of today's Wall St. Jrnl is .132319125 unchanged, the trailing P/E ratio is 16.30 unchanged from Friday morning's 16.30 (year ago it was 19.33) the P/E estimate is 12.99 down from Friday's 13.30 (year ago it was 9.71) and the current dividend yield is 2.72 up from Friday's 2.71 (it was 3.91 a year ago).

USA Today p1B "is a market correction looming" by Adam Shell says ever since stocks hit a recovery high on 1/19, mounting evidence points to a possible corrections as follows: Price action is poor as the Dow Jones ha suffered triple digit losses in 4 of the past 8 sessions; seelling greets good nes, e.g. Fri's report of the biggest GDP gain in 6 years send the Dow down 53 points to 10,067, fear is on the rise and Jan. drop is bearish. when stocks do bad in Jan, this often signals the trend for the rest of the year.

WSJ pC1j "Bull Looks Long in the Tooth" by E.S. Browning says after 64% runup, no one expects the market to maintain its breakneck pace although few analysts beliee the bull market has ended. Investors lately have been using temporary stok gains as an opportunity to cash in profits, a change from their behavior of the pasat 10 months.

AT&T T $25.4183 0.0583 0.23% 18,441,440 NYSE: NYT pB5 "AT&T Gears Up Fora Heavy Load" by Jenna Wortham says in the next three months, AT&T plans to increae the amount of 3G radio capacity by more than one third in Manhattan because of the surge in use due to the iPad which will be out in March. In 4 years carriers will generate mroe than half of the rev from data, up from less than 30% today.

Alcoa AA $13.19 0.46 3.61% 23,210,999 NYSE: No mentions found.

American Express AXP $38.1 0.44 1.17% 6,267,150 NYSE: No mentions found.

Bank of America BAC $15.34 0.16 1.05% 104,546,137 NYSE: WSJ pB1 "Something New for BofA: Washington's ear" by Dan Fitzpatrick, Damian Paletta says one month into his new job. Bank of America CEO Brian Moynihan is sepnding as much time in DC as in the bank's hyeadquarters of Charlotte, NC. Since 1/1 he has met with Ben Bernanke, Fed chair, Sheila Bair, FDCIC Chair, John C. Dugan, Chief of the Office of the Ckomptroller of the Currency, treasury Sec'y tim Geithner, and his sec'y Neal Wolin, Phil Angelides, the Fin'l Criisis Inquiry Comm. Chair, and Pres. Obama adviser Valerie Jarrett.

Boeing BA $61.68 1.08 1.78% 2,957,156 NYSE: No mentions found.

Caterpillar CAT $53.05 0.81 1.55% 4,817,462 NYSE: No mentions found.

Chevron CVX $73.46 1.34 1.86% 7,786,402 NYSE: No mentions found.

Cisco CSCO $22.63 0.16 0.71% 38,525,464 NASDAQ-GS: NYT pB2 "Looking Ahead" & Fin Times p22 say today Exxon Mobil reports ernings and on Wed so does Cisco and Pfizer.

Coca-Cola KO $54.31 0.06 0.11% 4,447,542 NYSE: No mentions found.

Disney DIS $29.49 0.06 0.2% 7,162,018 NYSE: NYT pB3 "disney Is Said to Be Seeking a Buyer for its Beleaguered Miramax Unit" by Brooks Barnes says Dis has been quietly shopping what remains of its Miramax film unit and has attracted about 10 intereted bidder. It is seeking a $700 mil price for the name and its 700 film library that includes "Pulp Fiction" and "Shakespeare in Love." disney is overhaulting its movie oeprations, which lost money in the lasat 2 quarters. It put in a new chairman in Oct and has fired over a dozen managers. In addition to Pixar and its own brand, disney now has Marvel and a distribution deal with Speilberg's DreamWorks.

DuPont DD $33.4 0.79 2.42% 3,533,721 NYSE: No mentions found.

ExxonMobil XOM $66.32 1.89 2.93% 24,182,602 NYSE: NYT pB2 "Looking Ahead" says today Exxon Mobil reports ernings and on Wed so does Cisco and Pfizer.

Fin Times p17 "Exxon in spotlight over XTO" by Sheila McNulty says ExxonMobil, the US's biggest oil firm, releases its results today, with analysts hoping for updates in 2 areas, its aquistion of XTO energy and moves to enter Ghana's deepwater Jubilee field. In Dec., exxon signalled a shift in strategy with a deal to pay $31 bil in stock for XTO energy, which will give it a big position in the booming domestic natural gas scene.

GE $16.29 0.21 1.31% 36,317,963 NYSE: No mentions found.

Home Depot HD $28.27 0.26 0.93% 8,382,729 NYSE: No mentions found.

Hewlett-Packard HPQ $47.69 0.62 1.32% 10,639,100 NYSE: WSJ pB1 "Windows 7 Fails to Boost Profits of PC Makers" by ustin Scheck says Microsoft's new Windows 7 op systems has fattened MSFT's earnings and boosted PC sales at retailers like best Buy but it hasn't increased the profits of PC giants Hewlett-Packard, Dell and others. Intel which supplies chips to PC makers, last month reported a 28% jump in rev and a tenfold increase in profit from a year earlier thanks to strong chip sales.

Intel INTC $19.595 0.195 1.01% 31,951,722 NASDAQ-GS: WSJ pB1 "Windows 7 Fails to Boost Profits of PC Makers" by ustin Scheck says Microsoft's new Windows 7 op systems has fattened MSFT's earnings and boosted PC sales at retailers like best Buy but it hasn't increased the profits of PC giants Hewlett-Packard, Dell and others. Intel which supplies chips to PC makers, last month reported a 28% jump in rev and a tenfold increase in profit from a year earlier thanks to strong chip sales.

WSJ pB4 "Intel challenges FTC comissioner's Role" by Thomas Catan, Don Clark who says J. Thomas Rosch is a member of the FTC, and is now a proponent of robust antitrust enforcement. Intel wants him disqualified because he was formerly Intel's lead outside antitrust counsel. Intel, which supplies 4/5 of the world's chips that serve as electornic brains in computers, ahs amanged to avoid the kind of harsh reulatory scrutiny that dogged Microsoft bu since '04, Intel has faced antitrust acitons from agencies in Japan, S. Korea, europe, NY state and the FTC.

IBM $124.71 2.32 1.9% 4,202,798 NYSE: WSJ pB5 "Infineon Posts Profit, Raises its Outlook" by Archibald Presuschat which says this firm had a Euro 81 mil charge related to the deconsolidtion of Altis, the firm's jv with IBM in France.

JPMorgan Chase JPM $39.58 0.64 1.64% 23,673,362 NYSE: "Insurers Aim to Build Longevity Swaps" by Mark cobley, Dominic Elliott says 8 investment banks and insurers have formed a gorup to devleop an organized market to help them spread the financial risks and costs of an aging society. The Life and Longevity Markets Association aims to take instruments known swaps into the mainstream. The group includes JPMorgan Chase.

Johnson & JohnsonJNJ $63.06 0.20 0.32% 5,829,124 NYSE: No mentions found.

Kraft KFT $27.99 0.33 1.19% 10,337,990 NYSE: No mentions found.

McDonald's MCD $63.86 1.43 2.29% 4,627,205 NYSE: WSJ pB1 "As Sales Drop, Burger King Draws Critics for Courting Super Fans" by Julie Jargon says thanks to high unnemployment and healthier eating habits. Buger King's key groups, its "super fans" 18 to 34 who account for half of all visits to BK restuarants, ahven't been so super lately. Burger King has felt the impact more acutely than McDonald's, its main rival, whose sales are growing.

WSJ pB8 "McDonald's Bets LeBron Won't Become a Tiger" by Lee Hawkins, Suzanne Vanica
McDonald's joins Coca-Cola and Nike in hiring Lebron James as a spokesman.

Merck MRK $38.43 0.25 0.65% 5,808,572 NYSE: No mentions found.

Microsoft MSFT $28.42 0.24 0.85% 64,240,122 NASDAQ-GS: WSJ pB1 "Windows 7 Fails to Boost Profits of PC Makers" by ustin Scheck says Microsoft's new Windows 7 op systems has fattened MSFT's earnings and boosted PC sales at retailers like best Buy but it hasn't increased the profits of PC giants Hewlett-Packard, Dell and others. Intel which supplies chips to PC makers, last month reported a 28% jump in rev and a tenfold increase in profit from a year earlier thanks to strong chip sales.

WSJ pB4 "Intel challenges FTC comissioner's Role" by Thomas Catan, Don Clark who says J. Thomas Rosch is a member of the FTC, and is now a proponent of robust antitrust enforcement. Intel wants him disqualified because he was formerly Intel's lead outside antitrust counsel. Intel, which supplies 4/5 of the world's chips that serve as electornic brains in computers, ahs amanged to avoid the kind of harsh reulatory scrutiny that dogged Microsoft bu since '04, Intel has faced antitrust acitons from agencies in Japan, S. Korea, europe, NY state and the FTC.

Pfizer PFE $18.8185 0.1585 0.85% 23,780,372 NYSE: NYT pB2 "Looking Ahead" says today Exxon Mobil reports ernings and on Wed so does Cisco and Pfizer.

Procter & Gamble PG $62.15 0.60 0.97% 8,375,456 NYSE: No mentions found.

3M MMM $80.25 0.24 0.3% 2,011,123 NYSE: No mentions found.

Traveler's TRV $50.53 0.14 0.28% 2,010,935 NYSE: No mentions found.

United Technologies UTX $67.51 0.03 0.04% 2,688,970 NYSE: No mentions found.

Verizon VZ $29.54 0.12 0.41% 7,743,609 NYSE: No mentions found.

WalMart WMT $53.48 0.05 0.09% 6,982,158 NYSE: Miami Hereald quotes Jay Leno as saying that Walmart announced it's cutting over 11,000 jobs. Walmart said it's cheaper to fire people in bulk.

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Here are the current CEOs of the Dow 30 Companies:

AT&T T Randall L. Stephenson
Alcoa AA Klaus Kleinfeld
American Express AXP Kenneth I. Chenault
Bank of America BAC Brian T. Moynihan
Boeing BA W. James McNerney, Jr.
Caterpillar CAT Douglas Oberhelman
Chevron CVX John Watson
Cisco CSCO John Chambers
Coca Cola KO Muhtar Kent
Disney DIS Robert Iger
DuPont DD Ellen Kullman
ExxonMobil XOM Rex W. Tillerson
GE Jeffrey R. Immelt
Hewlett-Packard HPQ Mark Hurd
Home Depot HD Frank Blake
Intel INTC Paul S. Otellini
IBM Samuel J. Palmisano
JPMorgan Chase JPM Jamie Dimon
Johnson & Johnson JNJ William C. Weldon
Kraft KFT Irene Rosenfeld
McDonald's MCD Jim Skinner
Merck MRK Robert Clark
Microsoft MSFT Steve Ballmer
Pfizer PFE Jeffrey Kindler
Procter & Gamble PG Bob McDonald
3M MMM George W. Buckley
Travelers TRV Jay S. Fishman
United Technologies UTX Louis Chenevert
Verizon VZ Ivan Seidenberg
Wal-Mart WMT Mike Duke

Here are the Dow Jones Industrial Average 30 ranked in order of market capitalization rounded to the nearest billion as of 1/13/10 followed by number of shares outstanding rounded to the nearest 1/2 billion:

1. Exxon Mobil XOM $335 [5]
2. Microsoft MSFT 267 [9]
3. WalMart WMT 208 [4]
4. Chevron CVX 195 [2.5]
5. Johnson & Johnson JNJ 179 [3]
6. Procter & Gamble PG 179 [3]
7. GE 177 [10.5]
8. IBM 171 [1.5]
9 JPMorgan Chase 169 [4]
10. AT&T 158 [6]
11. Pfizer PFE 153 [8]
12. Cisco CSCO 140 [6]
13. BAC 140 [8.5]
14. Coke KO 133 [2]
15. Hewlett-Packard HPQ 123 [2]
16. Intel INTC 113 [5.5]
17. McDonald's MCD 104 [1.5]
18. Verizon VZ 90 [3]
19. Merck MRK 82 [2]
20. United Technologies UTX 68 [1]
21. 3M MMM 59 [.5]
22. Disney DIS 58 [1]
23. American Express AXP 50 [1]
24. Home Depot 48 [2]
25. Boeing BA 45 [1]
26. Kraft KFT 44 [1.5]
27. Caterpillar CAT 39 [.5]
28. DuPont DD 31 [1]
29. Travelers 27 [.5]
30. Alcoa AA 16 [1.5]

Here are the latest SEC filings as of 1/13/10 other than ownership filings, registration of shares for employee benefit plans, free writing prospectuses and, except for certain cases, I do not include third party shareholder proposals:

Symbol & Co. Name/Date of Filing/Form Filed/ Comments

T AT&T: 12/18/09 8K re: amendment Bylaws to provide that the Chairman of the Board shall call a special meeting of the stockholders whenever requested in writing to do so by stockholders representing 15% (rather than 25%) of the outstanding shares of AT&T.

12/14/09 8K re: agreement with the Communications Workers of America on new, three-year contracts covering approximately 30,000 employees in CWA District 3 (AT&T's Southeast region).

Alcoa AA: 1/12/10 8K re: Alcoa finished its 4Q '08 free cash flow positive, the first such quarterly achievement since 2Q '08. In 4Q '09, Alcoa generated free cash flow of $761 million, a $947 million improvement from 3Q '09 driven by strong cash from operations performance of $1.1 billion, a $940 million increase from the third quarter of 2009.

12/24/09 8K re: a joint venture with Saudi Arabian Mining Company (Ma’aden) for the development of an integrated bauxite mine, alumina refinery, aluminum smelter, and rolling mill in the Kingdom of Saudi Arabia.

American Express AXP: 12/15/09 8K re: delinquency and write-off statistics for the lending portfolio of its U.S. Card Services operating segment for the months ended September 30, October 31 and November 30, 2009.

Bank of Am BAC: 12/17/09 8K re: election of Brian T. Moynihan to succeed Kenneth D. Lewis as the new President and Chief Executive Officer effective January 1, 2010 and his appointment to the Board and Executive Committee of the Board. Moynihan, 50, joined FleetBoston Financial Corporation in April 1993. He was promoted to lead Corporate Strategy and Development and then went on to lead Global Wealth and Investment Management at FleetBoston. Following the Corporation’s 2004 merger with FleetBoston, he served as president of Global Wealth and Investment Management from April 2004 to October 2007. From October 2007 to December 2008, Mr. Moynihan served as president of Global Corporate and Investment Banking. From December 2008 to January 2009, Mr. Moynihan served as the Corporation’s General Counsel. From January 2009 to August 2009, Mr. Moynihan served as president of Global Corporate and Investment Banking and Global Wealth Management. Since August 2009, he has served as president of Consumer and Small Business Banking.

12/9/09 8K re: amending its Certificate of Incorporation to fix the designations, preferences, limitations and relative rights of the Series S Preferred Stock.

12/3/09 Form 8K re: BAC's repaying the entire $45 billion investment borrowed under the Troubled Asset Relief Program.

12/3/09 8K re: BAC being named as a defendant in two related lawsuits filed in the U.S. District Court for the Southern District of New York.

Boeing BA: 11/20/09 8K re: Boeing issued $700,000,000 of 1.875% Senior Notes due 2012 and $500,000,000 of 3.750% Senior Notes due 2016.

Caterpiller CAT: 12/18/09 8K re: supplemental information concerning deliveries to users for its Machinery and Engines lines of business.

12/15/09 8K re: amendments to Bylaws.

Chevron CVX: 1/11/10 8K re: earnings for 4Q '09 are expected to be lower than 3Q '09. Upstream earnings are projected to be in line with third quarter results as the benefit of higher commodity prices is offset by the absence of gains recognized in 3Q from approval of the Gorgon project in Australia. Downstream results are expected to be sharply lower, mainly due to significantly weaker refining margins.

12/11/09 8K re: a new base salary of $1,500,000 for J.S. Watson (a $500,000 increase) to be effective January 1, 2010 when Mr. Watson assumes the position of Chairman & CEO and other exec compensation changes.

Cisco CSCO: 11/2/09 8K re: Mark Chandler, Senior Vice President, Legal Services, General Counsel & Secretary of Cisco Systems adopting a pre-arranged stock trading plan.

Coke KO: 10/29/09 10QA

Disney DIS: 1/12/10 8K re: new form of agreement for the award of stock units and stock options awarded to executive officers.

1/4/10 8K re: new employment agreement with James A. Rasulo and amendment of employment agreement with Thomas O. Staggs. Rasulo will serve as Sr. EVP & CFO with an annual salary of $1,400,000.

12/2/09 10K

DuPont DD: 11/5/09 Prospectus relating to $1,000,000,000 3.250% Notes due 1/15 & $1,000,000,000 4.625% Notes due January 15, 2020

ExxonMobil XOM: 12/14/09 8K re: Merger Agreement to buy XTO Energy.

12/1/09 8K re: fixing a total ceiling of $139 million in respect of 2009 under XOM's Short Term Incentive Program, of which bonuses were granted to certain officers as follows

GE: 12/3/09 8K re: GE, NBC Universal, Inc. and Comcast Corporation entering into a Master Agreement pursuant to which they will form a joint venture. The joint venture will consist of the businesses of NBCU, including its cable networks, filmed entertainment, televised entertainment, theme parks and unconsolidated investments, collectively valued at $30 billion, and Comcast’s cable networks including E!, Versus and the Golf Channel, ten regional sports networks and certain digital media properties, collectively valued at $7.25 billion. NBCU will borrow $9.1 billion from third party lenders, and the proceeds of this debt financing will be distributed to GE. Comcast will make a payment of approximately $6.5 billion in cash to GE. GE also entered into a Stock Purchase Agreement with Vivendi SA pursuant to which,GE will acquire Vivendi’s 20% interest in NBCU for $5.8 billion. GE expects to realize approximately $9.8 billion pre-tax in cash after the buyout of Vivendi’s 20% interest. The new venture initially will be 51% owned by Comcast and 49% owned by GE.

Hewlett-Packard HPQ: 1/12/10 Prelim. Proxy Statement re: annual stockholders meeting on 3/1710 at 2 pm at Computer History Museum, 1401 N. Shoreline Boulevard, Mountain View, California.

12/17/09 10K

Home Depot HD: 12/3/09 10Q

Intel INTC: 8K 1/12/10 8K re: release of 4Q earnings report on Thursday, 1/14 A public webcast of Intel’s earnings conference call will follow at 2:30 p.m. PST at www.intc.com.

12/17/09 8K re: a press release commenting on the suit filed against Intel by the Federal Trade Commission alleging anticompetitive practices.

IBM: 11/5/09 8K announcing its Form S-3, effective August 3, 2007, relating to $2,000,000,000 of debt securities.

JPMorganChase JPM: 12/22/09 8K re: the closing of a public offering of $1,500,000,000 aggregate liquidation amount of an affiliated trust.

12/16/09 8K re: the U.S. Treasury selling in a secondary public offering, 88,401,697 warrants, each representing the right to purchase one share of the common stock, of JPM at an exercise price of $10.75 per warrant.

Kraft KFT: 1/12/10 8K re: increase of guidance for '09 diluted earnings per share to at least $2.00 versus the previous expectation of at least $1.97.1 reflecting strong operating gains & a significant increase in marketing investments versus the prior year.

12/22/09 8K re: amendment of By-Laws to expand the Board to twelve members and appointment of Mackey J. McDonald & Jean-Francois M. L. van Boxmeer as directors, effective January 1, 2010. Mr. McDonald will serve on the Audit Committee, and Mr. van Boxmeer will serve on the Public Affairs Committee.

12/15/09 8K re: a press release relating to the formal response issued by Cadbury plc regarding the offer by Kraft Foods to acquire all of the shares of Cadbury plc.

McDonalds MCD: 12/23/09 8K re: am agreement re: the retirement of Ralph Alvarez, President and Chief Operating Officer.

12/9/09 8K re: an Investor Release reporting MCD's November and year-to-date 2009 sales.

12/4/09 8K re: resignation of Ralph Alvarez as President & COO effective December 31, 2009 & Director and MCD reduced its size by one for a total of 13 Directors.

Merck MRK: 11/184/09 8KA amending financial stmts re: the earlier announcement of the consummation on November 3, 2009 of the merger of Merck & Co., Inc. &, Schering-Plough Corporation.

Microsoft MSFT: 12/4/09 8K re: the resignation of Christopher P. Liddell, the former chief financial officer and his settlement agreement.

Pfizer PFE: 12/6/09 8K re: amendment of bylaws & change in fiscal year.

Procter & Gamble PG: 1/12/10 8K re: quarterly dividend of $0.44 per share on the Common Stock & on the Series A & Series B ESOP Conv. Class A Pref. Stock, payable 2/16/10 with record date of 1/22/10, which is its consistent dividend since incorporation in 1890. 4 bil times a day, P&G brands are sold globally, products include Pampers, Tide, Ariel, Always, Whisper, Pantene, Mach3, Bounty, Dawn, Gain, Pringles, Charmin, Downy, Lenor, Iams, Crest, Oral-B, Duracell, Olay, Head & Shoulders, Wella, Gillette, Braun Fusion. P&G has 135,000 employees in 80 countries.

1/8/10 8K re:changes to its segment reporting structure & agreement to sell its global pharmaceuticals business to Warner Chilcott plc.

12/11/09 8K re: the purchase of Sara Lee's Ambi Pur brand by PG.

12/8/09 8K re: Angela F. Braly being appointed to the Board of Directors, effective December 8, 2009.

12/8/09 8K re: the retirement of Alan G. Lafley, Chairman of the Board and former President & CEO, will retire from his position as Chairman of the Board effective January 1, 2010 & Robert A. McDonald (56), currently President & CEO being elected to Chairman of the Board effective January 1, 2010.

3M MMM: 12/8/09 8K re: 2010 sales and earnings outlook.

Travelers TRV: 12/11/09 8K re: the election of Donald J. Shepard as a director. He is the former chairman of the executive board and chief executive officer of AEGON N.V.

United Technologies UTX: 12/18/10 8K re: incorp by reference of prior filings.

11/17/09 8K re: its purchase of the GE Security business from GE for $1.82 billion. The closing is pending regulatory approvals. GE Security, part of GE Technology Infrastructure, supplies security and life safety technologies through a broad product portfolio for commercial and residential applications that include fire detection and life safety systems, intrusion alarms, and video surveillance and access control systems. Headquartered in Bradenton, Fla., the business has eight manufacturing facilities and approximately 4,700 employees in 26 countries.

Verizon Communications Inc. VZ: 1/8/10 8K re: estimates that '09 adjusted EPS will be approximately 13 to 15 cents lower than '08 adjusted EPS of $2.54 and that revenues in '09 will be higher than '08. Verizon Wireless will begin providing 4G Long-Term Evolution service in 25 to 30 markets covering 100 million points of presence)by the end of '10 &within 24 months following its start of LTE service, Verizon Wireless expects to provide LTE service to 80 to 90% of the US.

12/23/09 8K re: grant of stock options to executives.

12/7/09 8K re:amendments to bylaws.

WalMartWMT: 12/8/09 10Q