5/1/11 Sun/Sat Barron's Likes Bank of America, JPMorgan, Cisco, HPQ & Microsoft

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Post No. 996 The following is brought to you by Intellivest Securities Research, Inc. Toward the end of this Blog is a list of the Dow 30 current CEOs, and a ranking of the Dow 30 components by market capitalization as of April 24, 2011 and Dow 30 components' SEC filings as of April 24, 2011.

A read of the print editions of Monday's Barron's & Monday's Investor's Business Daily, the combined Sat/Sun issues of each of Wall Street Journal & Financial Times, Sundays & Saturday's New York Times & Atlanta Journal Constitution 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 Friday's stock prices and related data.

Dow Jones Industrial Average: The Dow Jones Industrial Average closed Friday at 12,810.54 up 47.23 or 0.37% from Thursday's close of 12,763.31. For the week the Dow was up 2.4% and for the month up 3.3%. For the year the Dow is up 10.65%. Of the 30 Dow components 18 gained, Kraft was unchanged and 11 declined. The biggest gainer dollar-wise and percentage-wise was Caterpillar CAT $115.45 +2.81 2.49% 11,144,174 NYSE. The biggest decliner dollar-wise and percentage-wise was Microsoft MSFT $25.92 -0.79 2.96% 260,293,973 NASDAQ-GS.

Inv. Bus. Daily pA1 "Stocks tack on gains in rising volume" by Paul Whitfield says stocks posted small gains Fri, wrapping up a second positive week in a row. Friday's action was up in higher volume with the current outlook being a confirmed uptrend. Caterpillar was the lead listed in "Leaders up in volume".

Sat WSJ pA1 "April is a kindly month for stocks" by Jonathan Cheng says stocks had their best month of year in April, as strong corp earnings and the promise of continued low interest rates persuaded investors to make risky bets on small firm shares and volatile commodities.

Sat NYT pB7 "Market ends the week with momentum" by Christine Hauser says strong corp earnings, especially in the energy sector, lifted major stock indexes to 3 year highs on Fri. Microsoft was down by 2.96%.

Fin Times p14 "Caterpillar puts seal on week of bumper earnings" by Michael Stothard says large US indices hit multi-year highs this week after a number of bumper quarterly earnings reports & a well received statement on monetary policy from the Fed Res. Strong results from Caterpillar outweighed mixed results elsewhere. Microsoft lost 3% after reporting that rev from its Windows operating system had suffered a rare slip. It was the first quarter in more than 2 decades in which its profits had fallen below those of Apple. Merck was up 0.5% after reporting a tripling of its 1Q net income, while Chevron added 0.6% after announcing that its earnings were up 36% due to higher oil prices. Procter & Gamble & Boeing also reported healthy earnings and their stocks were up 2.6% & 5.7% over the past 5 days.

As of the close of the market Friday, the current divisor for the Dow Jones Industrial Average found at page B4 of Saturday's Wall St. Journal is 0.132129493. The trailing P/E is 14.53 down from Friday's trailing P/E of 14.95 (year ago it was 16.21); the P/E estimate is 12.91 up from Friday's P/E estimate of 12.68 (year ago it was 13.95), and the dividend yield is 2.30 down from Friday's dividend yield of 2.31 (last year it was 2.48). The Dow's all-time high was 14,164.53 on Oct. 9, 2007. The 12 year low close for the Dow was on March 9, 2009 when it fell to 6,547.05.

Friday's Dow Jones Industrial Average closing numerator was 1,692.65 up 6.24 from Thursday's closing numerator of 1,686.41. This is the sum of all 30 closing prices. A short cut to the Dow numerator is to multiply the closing Dow by the Divisor. Now, if you divide the Dow numerator increase for today by the divisor (0.132129493) you get the increase in today's Dow. A $1 change in the price of any DJIA stock = a 7.57 change in the average.

The average closing price (the closing numerator divided by 30) of Friday's Dow Jones Industrial Average was $56.42 up 0.21 from Thursday's average closing price of $56.21. The median closing price of Friday's Dow Jones Industrial Average was $47.38 (AXP/JPM) up 0.19 from Thursday's median closing price of $47.19. The lowest volume was Travelers TRV $63.28 +0.22 0.35% 2,444,231 NYSE and the highest volume was again Bank of America BAC $12.3 -0.12 0.97% 66,096,631 NYSE.

If Friday morning before the market opened you had purchased 100 shares of each of the Dow Jones Industrial Average 30 shares (assuming you could buy fractional shares and assuming no transaction costs) and sold at the close you would have made $624 ($169,265 - $168,641).

MarketWatch Friday 4/29/11 4:16 pm by Carla Mozee says U.S. stocks rose Friday, and posted gains for the week and the month of April, with a climb in shares of Caterpillar Inc. helping to push the Dow Jones Industrial Average up 47.23 points, or 0.4%, higher to 12,810.54. For the week, the Dow rose 2.4% and finished April up 4%, its heftiest monthly rise since December. The S&P 500 Index closed Friday up 3.1 points, or 0.2%, at 1,363.61, with energy the best performer of the index's 10 industry groups. The Nasdaq Composite on Friday edged up 1 point, or 0.04%, to 2,873.54. For the week, S&P 500 Index rose 2% and ended April up 2.9%. The Nasdaq Composite advanced 1.9% for the week, and posted a 3.3% rise in April.

Friday's Closing Dow Numbers and Sunday's & Saturday's News:
Closing Price & Change & % Change Volume

AT&T T $31.1 -0.27 0.86% 21,919,725 NYSE: No mentions found.

Alcoa AA $16.99 -0.10 0.59% 19,238,068 NYSE: No mentions found.

American Express AXP $49.11 +0.59 1.22% 7,648,197 NYSE: No mentions found.

Bank of America BAC $12.3 -0.12 0.97% 66,096,631 NYSE: Barron's p37 "the rusk to delay new fin'l rules" by Jim McTague says Morgan Stanley says Bank of America and JPMorgan are candidates to hit midteen ROE.

WSJ pB2 "EU opens probes of a swaps market" by Matthew Dalton, NYT pB7 "europe opens antitrust cases over banks dealing in derivatives" by Louise Story say the European antitrust authorities are investigating 16 banks including JPMorgan and Bank of America as to whether agreements between large fin'l firms, market info providers and clearinghouses have distorted competition in the market.

Boeing BA $79.75 +1.20 1.53% 7,510,425 NYSE: Barron's p42 "Mailbag" is a letter from Matt Andersson, Pres of Indigo Aerospace who says Boeing could have problems in the future including competition from China and problems with the Dreamliner.

Barron's p14 "Week review" says Johnson & Johnson plans its biggest purchase, agreeing to buy Synthes, a maker of trauma treatment devices, for $21.3 bil. India rejected bids from Boeing & Lockheed Martin for $11 bil in warplanes, shortlisting France's Dassault & Eurofighter. This snub is also discussed at Fin times p4 "US groups look for answers on jet snub" by James Lamont.

Fin Times p14 "Caterpillar puts seal on week of bumper earnings" by Michael Stothard says large US indices hit multi-year highs this week after a number of bumper quarterly earnings reports & a well received statement on monetary policy from the Fed Res. Strong results from Caterpillar outweighed mixed results elsewhere. Microsoft lost 3% after reporting that rev from its Windows operating system had suffered a rare slip. It was the first quarter in more than 2 decades in which its profits had fallen below those of Apple. Merck was up 0.5% after reporting a tripling of its 1Q net income, while Chevron added 0.6% after announcing that its earnings were up 36% due to higher oil prices. Procter & Gamble & Boeing also reported healthy earnings and their stocks were up 2.6% & 5.7% over the past 5 days.

Caterpillar CAT $115.45 +2.81 2.49% 11,144,174 NYSE: WSJ pB1 "Caterpillar profit surges on mining, US recovery" by James R. Hagery, Fin Times p9 "Caterpillar bullish on global economy" by Hal Weitzman & Barron's pM11 charts Caterpillar saying it posted a fivefold earnings gain on its way to its biggest yearly profit ever due to the global recovery. Caterpillar's 1Q earnings were $1.23 bil or $1.84 a share, up from $233 mil or 36 cents a share a year earlier. Sales jumped 57% to $12.95 bil. Caterpillar expects per share earnings to up $6.25 and $6.75 for the year, up from a previous forecast of $6.

Fin Times p14 "Caterpillar puts seal on week of bumper earnings" by Michael Stothard says large US indices hit multi-year highs this week after a number of bumper quarterly earnings reports & a well received statement on monetary policy from the Fed Res. Strong results from Caterpillar outweighed mixed results elsewhere. Microsoft lost 3% after reporting that rev from its Windows operating system had suffered a rare slip. It was the first quarter in more than 2 decades in which its profits had fallen below those of Apple. Merck was up 0.5% after reporting a tripling of its 1Q net income, while Chevron added 0.6% after announcing that its earnings were up 36% due to higher oil prices. Procter & Gamble & Boeing also reported healthy earnings and their stocks were up 2.6% & 5.7% over the past 5 days.

Chevron CVX $109.44 +0.63 0.58% 5,289,727 NYSE: Inv. Bus. Daily pA2 "Higher oil fuels Chevron gains", Barron's pM2 "The trader" by Kopin Tan, Sat NYT pB3 "Chevron profit rises as unrest lifts oil prices" by Bloomberg, Fin times p10 "Chevron boosted by crude oil price" by Sheila McNulty say profits rose 31% to $3.09 a share in 1Q vs a year ago topping analyst forecasts by 9 cents. Higher oil prices around the globe bolstered results, partly offset by lower natgas prices in US. Net income rose to $6.21 bil or $3.09 a sahre, from $4.55 bil or $2.27 a year earlier. Sales rose 25% to $60.3 bil Chevron's sales grew 25% to $60.34 bil above views. Thurs, Exxon reported Q1 EPS of $2.14, a 61% jump.

Fin Times p14 "Caterpillar puts seal on week of bumper earnings" by Michael Stothard says large US indices hit multi-year highs this week after a number of bumper quarterly earnings reports & a well received statement on monetary policy from the Fed Res. Strong results from Caterpillar outweighed mixed results elsewhere. Microsoft lost 3% after reporting that rev from its Windows operating system had suffered a rare slip. It was the first quarter in more than 2 decades in which its profits had fallen below those of Apple. Merck was up 0.5% after reporting a tripling of its 1Q net income, while Chevron added 0.6% after announcing that its earnings were up 36% due to higher oil prices. Procter & Gamble & Boeing also reported healthy earnings and their stocks were up 2.6% & 5.7% over the past 5 days.

Cisco CSCO $17.52 +0.23 1.33% 101,823,409 NASDAQ-GS: Barron's p11 "Needed: a chart to lue bulls" by Michael Santoli says Joel Greenblatt has a Website at www.magicformulainvesting.com which allows you to hunt for stocks based on value investing criteria, which largely rely on firms' return on capital.. Nearly half of the 30 highest ranked stocks there are tech names including Cisco & Hewlett-Packard.

Coke KO $67.46 +0.05 0.07% 5,963,114 NYSE: Sun AJC pD1 "World's best brand plans to get better with age" is an interview by Jeremiah McWilliams with Muhtar Kent, CEO of Coca-Cola.

Sat. NYT pA11 "Soft drink industry fights proposed food stamp ban" by Robert Pear says Coke, Pepsi and the other members of the American Beverage Assoc. are upsed with NY Mayor Bllombergs proposal to reduce obesity and diabetes by baning the use of food stamps to buy sugar sweetened beverages in NYC.

Disney DIS $43.11 +0.09 0.21% 4,688,855 NYSE: Barron's pM2 "The trader" by Kopin Tan says Disney reports earnings on May 10 and it earns 63% of its cash flow from cable networks, rules kids and sports fans and has a stellar balance sheet but with the stock at near all time highs, Disney looks fairly valued for now so he suggests selling call options.

duPont DD $56.78 +0.03 0.05% 4,783,222 NYSE: No mentions found.

Exxon XOM $87.99 +0.65 0.74% 13,339,341 NYSE: Inv. Bus. Daily pA2 "Higher oil fuels Chevron gains", Barron's pM2 "The trader" by Kopin Tan say profits rose 31% to $3.09 a share in q! vs a year ago topping analyst forecasts by 9 cents. Higher oil prices around the globe bolstered results, partly offset by lower natgas prices in US. Chevron's sales grew 25% to $60.34 bil above views. Thurs, Exxon reported Q1 EPS of $2.14, a 61% jump.

GE $20.48 -0.12 0.58% 34,865,702 NYSE: No mentions found.

Hewlett-Packard HPQ $40.37 -0.16 0.39% 12,691,882 NYSE: Barron's p11 "Needed: a chart to lue bulls" by Michael Santoli says Joel Greenblatt has a Website at www.magicformulainvesting.com which allows you to hunt for stocks based on value investing criteria, which largely rely on firms' return on capital.. Nearly half of the 30 highest ranked stocks there are tech names including Cisco & Hewlett-Packard.

Home Depot HD $37.18 -0.29 0.77% 11,470,407 NYSE: No mentions found.

Intel INTC $23.15 +0.35 1.54% 118,762,097 NASDAQ-GS: Barron's pM2 "The Trader" by Kopin Tan says the Dow was up 4% in April with Intel up in April 15% and Johnson & Johnson up 11%.

IBM $170.69 -0.09 0.05% 4,371,043 NYSE: Barron's p40 "Big hearted blue" by Shirley Lazo says IBM last tues said it will up investors' dividend take by $485 mil annually via a 15% increase in its quarterly common payout to 75 cents from 65 cents. IBM is up 18% so far this year setting a new 52 week high Fri. It is yielding only 1.7%.

WSJ pB7 "How to profit from the shrinking dollar" by Ben Levisohn says IBM whose sales increased 8% during 1Q with mroe than one third of the gain from a weakening dollar benefits from a lower dollar.

JPMorgan JPM $45.64 -0.21 0.46% 20,581,504 NYSE: Barron's p37 "The rush to delay new fin'l rules" by Jim McTague says Morgan Stanley says Bank of America and JPMorgan are candidates to hit midteen ROE.

WSJ pB2 "EU opens probes of a swaps market" by Matthew Dalton, NYT pB7 "europe opens antitrust cases over banks dealing in derivatives" by Louise Story say the European antitrust authorities are investigating 16 banks including JPMorgan and Bank of America as to whether agreements between large fin'l firms, market info providers and clearinghouses have distorted competition in the market.

Johnson & Johnson JNJ $65.7001 +0.3201 0.49% 10,632,015 NYSE: Barron's p14 "Week review" says Johnson & Johnson plans its biggest purchase, agreeing to buy Synthes, a maker of trauma treatment devices, for $21.3 bil.

Barron's pM2 "The Trader" by Kopin Tan says the Dow was up 4% in April with Intel up in April 15% and Johnson & Johnson up 11%.

Kraft KFT $33.6 unch unch 8,015,889 NYSE: Barron's p15 "Week preview" says on Thursday, May 5, Kraft reports quarterly results.

McDonald's MCD $78.28 +0.25 0.32% 3,699,672 NYSE: Inv. Bus. Daily pA16 "So where are the jobs again?" editorializes that McDonald's said it received a mil applications across the US for 62,000 low skill jobs and asks that does that say about the state of job creation n US?

Merck MRK $35.9309 +0.1609 0.45% 17,214,148 NYSE: Sat NYT pB4 "Merck's quarterly profit surges on sales & cost savings" by AP says 1Q profit for Merck, more than tripled as strong sales of crucial drugs & lower costs from integrating tis Schering-Plough acquisition offset competition from generic drugs. Net income in the quarter was $1.04 bil or 34 cents a share, up from $299 mil or 9 cents a share in 1Q '10. Rev was up 1% to $11.58 bil.

Fin Times p14 "Caterpillar puts seal on week of bumper earnings" by Michael Stothard says large US indices hit multi-year highs this week after a number of bumper quarterly earnings reports & a well received statement on monetary policy from the Fed Res. Strong results from Caterpillar outweighed mixed results elsewhere. Microsoft lost 3% after reporting that rev from its Windows operating system had suffered a rare slip. It was the first quarter in more than 2 decades in which its profits had fallen below those of Apple. Merck was up 0.5% after reporting a tripling of its 1Q net income, while Chevron added 0.6% after announcing that its earnings were up 36% due to higher oil prices. Procter & Gamble & Boeing also reported healthy earnings and their stocks were up 2.6% & 5.7% over the past 5 days.

Microsoft MSFT $25.92 -0.79 2.96% 260,293,973 NASDAQ-GS: WSJ pB16 "Microsoft's stock deserves a fresh look" by Martin Peers says Microsoft is trading at 7.25 times expected fiscal '12 earnings which isn't a whole lot better than RIM at 6.4 which doesn't make sense since Microsoft is a more diversified company than the BlackBerry maker so the author says Microsoft is cheap.

Sat NYT pB7 "Market ends the week with momentum" by Christine Hauser says strong corp earnings, especially in the energy sector, lifted major stock indexes to 3 year highs on Fri. Microsoft was down by 2.96%.

Pfizer PFE $20.98 +0.15 0.72% 38,325,636 NYSE: No mentions found.

Procter & Gamble PG $64.9 +0.40 0.62% 13,104,055 NYSE: Fin Times p14 "Caterpillar puts seal on week of bumper earnings" by Michael Stothard says large US indices hit multi-year highs this week after a number of bumper quarterly earnings reports & a well received statement on monetary policy from the Fed Res. Strong results from Caterpillar outweighed mixed results elsewhere. Microsoft lost 3% after reporting that rev from its Windows operating system had suffered a rare slip. It was the first quarter in more than 2 decades in which its profits had fallen below those of Apple. Merck was up 0.5% after reporting a tripling of its 1Q net income, while Chevron added 0.6% after announcing that its earnings were up 36% due to higher oil prices. Procter & Gamble & Boeing also reported healthy earnings and their stocks were up 2.6% & 5.7% over the past 5 days.

3M MMM $97.21 -0.02 0.02% 3,040,929 NYSE: No mentions found.

Travelers TRV $63.28 +0.22 0.35% 2,444,231 NYSE: No mentions found.

United Technologies UTX $89.58 +0.57 0.64% 3,453,443 NYSE: No mentions found.

Verizon VZ $37.78 -0.49 1.28% 13,013,515 DualListed: No mentions found.

Walmart WMT $54.98 +0.29 0.53% 9,643,466 NYSE: No mentions found.


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Here are the current CEOs of the Dow 30 Companies:

AT&T T Randall L. Stephenson (Dallas, TX)
Alcoa AA Klaus Kleinfeld (NY, NY)
American Express AXP Kenneth I. Chenault (NY, NY)
Bank of America BAC Brian T. Moynihan (Charlotte, N.C.)
Boeing BA W. James McNerney, Jr. (Chicago, Ill)
Caterpillar CAT Douglas Oberhelman (Peoria, Ill.)
Chevron CVX John Watson (San Ramon, CA)
Cisco CSCO John Chambers (San Jose, CA)
Coca Cola KO Muhtar Kent (Atlanta, GA)
Disney DIS Robert Iger (Burbank, CA)
DuPont DD Ellen Kullman (Wilmington, DE)
ExxonMobil XOM Rex W. Tillerson (Irving, Tx)
GE Jeffrey R. Immelt (Fairfield, CT)
Hewlett-Packard HPQ Leo Apotheker (Palo, Alto, CA)
Home Depot HD Frank Blake (Atlanta, GA)
Intel INTC Paul S. Otellini (Santa Clara, CA)
IBM Samuel J. Palmisano (Armonk, NY)
JPMorgan Chase JPM Jamie Dimon (NY, NY)
Johnson & Johnson JNJ William C. Weldon (New Brunswick, NJ)
Kraft KFT Irene Rosenfeld (Northfield, Ill.)
McDonald's MCD Jim Skinner (Oak Brook, Ill)
Merck MRK Kenneth Frazer (Whitehouse Station, N.J.)
Microsoft MSFT Steve Ballmer (Redmond, WA)
Pfizer PFE Ian Read (NY, NY)
Procter & Gamble PG Bob McDonald (Cincinnati, OH)
3M MMM George W. Buckley (St. Paul, MN)
Travelers TRV Jay S. Fishman (NY, NY)
United Technologies UTX Louis Chenevert (Hartford, CT)
Verizon VZ Ivan Seidenberg (NY, NY)
Wal-Mart WMT Mike Duke (Bentonville, ARK)

Here are the Dow Jones Industrial Average 30 ranked in order of market capitalization rounded to the nearest as of 4/24/11 followed by number of shares outstanding rounded to the nearest 1/2 billion:

1. Exxon Mobil XOM $428 [5]
2. Procter & Gamble PG 253.5 [4]
3. Chevron CVX 217.5 [2]
4. Microsoft MSFT 214.5 [8.5]
5. GE 212 [10.5]
6. IBM 205 [1]
7. WalMart WMT 187 [3.5]
8. AT&T T 181.5 [6]
9. JPMorgan Chase JPM 178 [4]
10. Johnson & Johnson JNJ 175.5 [3]
11. Pfizer PFE 158 [8]
12. Coke KO 156 [2.5]
13. Bank of America BAC 125 [10]
14. Intel INTC 118 [5.5]
15. Merck MRK 105 [3]
16. Verizon VZ 104 [3]
17. Cisco CSCO 93.5 [5.5]
18. Hewlett-Packard HPQ 88.5 [2]
19. Disney DIS 80 [2]
20. McDonald's MCD 80 [1]
21. United Technologies UTX 80 [1]
22. Caterpillar CAT 70 [.5]
23. 3M MMM 67 [.5]
24. Home Depot HD 61.5 [1.5]
25. Kraft KFT 58.5 [2]
26. American Express AXP 56.5 [1]
27. Boeing BA 55.5 [1]
28. DuPont DD 52 [1]
29. Travelers TRV 26 [.5]
30. Alcoa AA 18 [1]

Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 4/24/11:

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

AT&T T: 4/20/11 2 8Ks re: first quarter results
4/13/11 Prospectus & 4/1/aa S-4 re: offer to exchange $3.5 bil of 5.35% Global Notes due '40
3/31/11 & 3/21/11 2 8Ks re: purchase of T-Mobile USA, Inc. from Deutsche Telekom for $20 bil
3/29/11 8KA re: replacement of Richard Lindner as CFO with John J. Stephens
3/10/11 Proxy Statement re: Annual Meeting of Stockholders to be held on 4/29/11 in Little Rock, Ark
3/7/11 8K re; departure of Richard G. Lindner as CFO to be replaced by John T. Stephens
3/1/11 10K re: Fiscal year ended 12/31/10

Alcoa AA: 4/21/11 10Q & 4/12/11 8K re: first quarter results ending 3/31/11
4/14/11 8K transcript re: 1Q earnings conference call
4/13/11 8K & Prospectus re: issuance of $1.2 bil of 5.4% Notes due '21 & tnender offer for 5.3% Notes due '13
3/7/11 Proxy Statement re: Annual Meeting of Shareholders to be held 5/6/11 in Pittsburg, PA

American Express AXP: 4/20/11 8K re: 1Q results ending 3/31/11
4/18/11 8K re: delinquency & write-off statistics for 1Q ended 3/31/11
3/28/11 8K re new digital payments platform "Serve"
3/24/11 & 3/23 & 3/22 Proxy materials re: 2011 Annual Meeting of Shareholders at 5/2/11 at AXP Headquarters in NYC
3/18/11 8K re: Reg. FD disclosures re: its Comprehensive Capital Plan re: share repurchases & dividends
3/15/11 8K re: delinquency & write-off statistics for 3 months ended 2/28/11
3/4/11 Prelim Proxy Statement re: Shareholder Meeting to be held 5/2/11 in NYC

Bank of Am BAC: 4/15/11 8K re: shuffling of execs, C. Noski, E. O'Keefe & B. Thompson
4/15/11 re results of 1Q ending 3/31/11
3/3011 Proxy re: Annual Meeting of Stockholders on 5/11/11 at BAC Headquarters in Charlotte, N.C.
3/23/11 8K re: submission to Fed Res. Baord of comprehensive capital plan
3/17/11 8K re: issuance of $1.5 bil of 3.625% of Senior Notes due 2016
3/16/11 8K re: election of Mukesh D. Ambani to Board of Directors & Compensation & Benefit Committee & Audit Committee

Boeing BA: 3/21/11 Annual Report to Sahreholders
3/18/11 Proxy Statement re: Annual Meeting of Shareholders to be held 5/2/11 in Chicago

Caterpiller CAT: 4/15/11 Proxy re: Annual Meeting of Stockholders on 6/8/11 at Little Rock, Ark.
3/8/11 8K re: price changes of products
3/18/11 8K re: Reg FD disclosures re: 3 months dealer statistics

Chevron CVX: 4/14/11 4 Proxy filings re: Annual Meeting of Stockholders on 5/25/11at Chevron headquarters in San Ramon, CA.
4/11/11 8K re: first quarter interim update
4/4/11 8K re: increase of exec comp.

Cisco CSCO 3/28/11 8K re: pre-arranged stock trading plan for certain execs
3/22/11 8K-A re: election of Gary B. Moore as COO
3/18/11 8K re: initiation of quarterly cash dividends of 6 cents per share to be paid 4/20
3/16 & 3/15 8Ks re: issuance of debt securities
3/9/11 8K re: recasting of fin'l stmts due to combining Asia Pacific & Japan operations

Coke KO 3/10/11 Proxy Statement re: Annual Meeting of Shareholders to be held 4/27/11 in Atlanta
2/28/11 10K re: Fiscal year ended 12/31/10
2/17/11 8K re: election of Evan G. Greenberg to Board of Directors & Audit Comm.
2/17/11 8K re: Amendment of Stock Option Plan

Disney DIS 3/25/11 8K re: adoption of exec stock option plan
3/18/11 two 8Ks re: amendment to employment Agreement of CEO Robert A. Iger & other execs.
3/2/11 Proxy Materials re: shareholder proposal re: exec compensation

DuPont DD: 4/21/11 8K re results for quarter ended 3/31/11
4/13/11 Proxy re annual meeting of stockholders on 4/27/11in Wilmington, DE
3/31/11 S-3 shelf registration for debt securities and common stock
3/18/11 Proxy re: Annual Stockholders Meeting to be held on 4/27/11 in Wilmington, DE
3/8/11 8K re: retirement of Samuel W. Bodman & John T. Dillon from Board of Directors due to reaching age 72

ExxonMobil XOM: 4/14/11 Annual Report to Shareholders
4/13/11 2 Proxy filings re: annual meeting of shareholders on 5/25/11 in Dallas, TX
3/31/11 8K re: result of operations for 2010
3/15/11 8K re: results of operations presentation at analyst meeting
2/28 10K/A & 2/25 10K re: Fiscal year ended 12/31/10

GE: 4/21/11 8K re: first quarter results
4/18/11 proxy re: answers to shareholder's question re: CEO's stock options
4/15/11 Annual Report to Shareholders
4/711 & 3/30/11 Proxy materials re: proposal on exec comp proposal at annual meeting of shareholders on 4/27/11
3/14/11 Proxy re: Annual Shareholders Meeting on 4/27/11 in Salt Lake City, Utah
2/25/11 10K re: Fiscal year ended 12/31/10

Hewlett-Packard HPQ: 3/28/11 8K re amendment of by-laws to decrease number of directors from 17 to 13
3/22/11 8K re: info re: status of Hewlett-Packard employees as a result of Japanese earthquake
3/11/11 Proxy Materials re: opposition to ISS voting recommendations re: exec comp.
3/11/11 & *k 2/22/11 re: Quarter ended 1/31/11

Home Depot HD: 4/18/11 Annual Report to Shareholders
4/15/11 proxy re: annual meeting of shareholders on 6/2/11 in Atlanta
3/31/11 8K re: underwriting agreement re: $3 bil of Senior Notes due 2021 & 2041
3/2/11 8K re: approval of Stock Option Plan

Intel INTC: 4/20/11 & 4/19/11 8Ks re: financial info & CFO commentary re: results for quarter ended 4/2/11
4/13/11 8K re: fin'l info re: recently closed acquisition of Infineon Wireless & McAfee
4/7/11, 4/5/11 & 4/4/11 Proxy materials re: annual meeting of shareholders on 5/19/11 at Intel's headquarters in Santa Clara, CA
3/21/11 8K re: fin'l info re: its McAfeesubsidiary
2/28/11 8K re: completion of acquisition of McAfee
2/28/11 10K re: Fiscal year ended 12/25/10

IBM: 4/20/11 & 4/19/11 8Ks re: CFO comments re: 1Qtr fin'l results ended 3/31/11
3/25/11 Proxy re: voting at annual meeting of stockholders on 4/26
3/18/11 8K re: settlement with SEC of bribery charges in Asia for $10 mil
3/8/11 8K re: FD disclosure re: presentation at investor briefing
3/7/11 Proxy rel Annual Stockholders Meeting on 4/26 in St. Louis, Mo.

JPMorganChase JPM: 4/20/11 Proxy brochure entitled "Overview"
4/14/11 8K re: entering into consent orders with Fed. Reserve re: residential mortgage servicing activities
4/13/11 2 8Ks re: first quarter results
4/7/11 3 proxy filings re: annual meeting of shareholders on 5/17/11 in Columbus, Ohio
3/24/11 8K re: offering of $500 mil Floating Rate Notes due 2016
3/24/11 & 3/23/11 8Ks re: offering of Global Medium Term Notes

Johnson & Johnson JNJ : 4/19/11 Proxy re: annual meeting of shareholders on 4/28 in New Brunswick, NJ
4/19/11 8K re: first quarter results
4/15/11 8K re: settlement between Merck & JNJ re: dispute re: distribution of Remicade & Simponi
4/8/11 8K re: payment of $70,0006,316 fine for violating Foreign Corrupt Practices Act
3/16/11 Proxy re: Annual Shareholders Meeting on 4/28 in New Brunswick, NJ
3/10/11 8K re: Entering into a consent decree with the FDA regarding its oversight of JNJ's McNeil Unit plants in Puerto Rico and Pennsylvania

Kraft KFT: 4/8/11 8K & 3/14/11 8K re: departure of CFO Timothy R. McLevish to be replaced by David A. Brearton
4/5/11 8K re: entering into revolving credit agreement for $4.5 bil
3/31/11 8K & Proxy re: nomination of Dr. Peter Henry for Board of Dir at 5/24/11 annual meeting of shareholders in Skokie, Ill

McDonald's MCD: 4/21/11 8K re: first quarter results
4/15/11 Proxy re: taking points
4/13/11 Annual Report to Shareholders
4/18/11 3 Proxy filings re: annual meeting of shareholders on 5/19/11 at McDonald's Headquarters in Oak Brook, Ill & proposal to amend cert. of incorp.
3/9/11 8K re: FD disclosure re: comparable sales rising 3.9% in Feb.
3/3/11 Proxy re: Annual Meeting of Shareholders on 5/19/11 at Oak Brook, Ill.

Merck MRK: 4/15/11 8K re: settlement between Merck & JNJ re: dispute re: distribution of Remicade & Simponi
4/14/11 Annual Report to Shareholders
4/13/11 2 Proxy filings re: annual meeting of shareholders on 5/24/11 at North Branch, NJ
4/5/11 Schedule to tender offer to shareholders of Inspire Pharmaceuticals
3/24/11 8K re: termination of agreement between Merck & Sanofi-Aventis re: Sanofi's right to buy Merck's Merial animal health subsidiary

Microsoft MSFT: 2/8/11 8K re: underwriting agreement for $750 mil of 2.5% Notes due 2016
1/27/11 10 & 1/27/11 8K for quarter ended 12/31/10

Pfizer PFE: 4/14/11 & 4/11/11 Proxy & 3/22/11 2 Proxy filings re: 4/28/11 annual meeting of shareholders in Dallas, TX
4/4/11 8K re: selling Capsugel subsidiary to KKR
3/24/11 Annual report to shareholders
2/28/11 10K re: fiscal year ended 12/31/10

Procter & Gamble PG: 4/11/11 8K re: declaration of 9% quarterly dividend increase
4/5/11 8K re: sale of Pringles to Diamond
3/24/11 8K re: P&G & Teva Pharmaceutical Industries partnership for OTC medicines
3/1/11 8K re: resignation of Rajat KJ. Gupta from Board of Directors
2/11/11 8K re: election of Meg Whitman to Board of Directors

3M MMM: 4/7/11 8K re: results of first quarter 2011
4/6/11 8K re: executive changes re: chief accounting officer
3/29/11 Proxy material to correct errors re: prior filing re: stock ownership of directors & officers
3/24/11 annual report to shareholders
3/23/11 2 proxy filings re: 5/10/11 annual meeting of stockholders in St. Paul, Minnesota
3/15/11 8K re: retirement of CFO Patrick D. Cambell to be replaced by David W. Meline

Travelers TRV:4/21/11 10Q & 8K for quarter ended 3/31/11
4/12/11 anual report to shareholders
4/12/11 2 proxy filings re: annual meeting of shareholders on 5/26/11 at Hartford, CT

United Technologies UTX: 4/20/11 8K re: first quarter results
4/19/11 8K re proposal to amend long term incentive plan
2/25/11 Proxy re: Annual Meeting of Shareholders on 4/13/11 in Phoenix, AZ

Verizon Communications Inc. VZ: 4/21/11 8K re: first quarter results
4/11/11 8K re: Verizon completion of Terremark acquisition
4/8/11 Schedule to tender offer re: Terremark acquisition
4/4/11 Proxy re; compensation proposal
3/25/11 Prospectus re: $6.25 bil notes
3/21/11 Proxy re: 5/5/11 annual meeting of shareholders in Indianapolis, Indiana
3/7/11 8K re: election of Lowell C. McAdam to Board of Director (he is Pres/COO)

WalMart WMT: 4/19/11 annual report to shareholders
4/18/11 2 Proxy filings re: annual meeting o shareholders on 6/3/11 at U. of Ark in Fayetteville, Ark.
4/15/11 8K & 4/13/11 Prospectus re: issuance of $5 bil of notes
3/30/11 10K for fiscal year ended 1/31/11