8/28/11 Sun/Sat Barron's Likes Cisco, Microsoft & Walmart

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Post No. 1,187 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 and Dow 30 components' SEC filings in each case as of August 2, 2011.

A read of the print editions of Monday's Barron's, the combined Sat/Sun issues of each of the Wall St. Journal & Financial Times, Sat's & Sun'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 AverageThe Dow Jones Industrial Average closed Friday at 11,284.54 up 134.74 or 1.21% from Thursday's close of 11,149.82. For the week the Dow is up 466.89 or 4.31% from last Friday's close of 10,817.65. For the year the Dow is down 2.53%. Of the 30 Dow components 26 gained and 4 declined. The biggest gainer dollar-wise was Caterpillar CAT $85.16 +1.91 2.29% 9,430,926 NYSE and percentage-wise was Boeing BA $62.8 +1.70 2.78% 6,177,830 NYSE. The biggest decliner dollar-wise was Johnson & Johnson JNJ $64.28 -0.27 0.42%14,116,248 NYSE and percentage-wise was Hewlett-Packard HPQ $24.82 -0.21 0.84%22,781,931 NYSE.

WSJ pB5 "Bernanke gets good review" by Steve Russolillo says US stocks closedhigher in whipsawed trading Fri as investors applauded Fed Res Chairman Benrnake's sternremakrsabout the strugglingeconomy & his decisionto leave thedooropen foradd'l accommodative measures.

Sat NYT pB6 "Shares end unsettled week with strong gains" by Chris Hauser says stocks on Wall St surged on fri, leading to a weekly gain of more than 4% afgter a volatile wait for word on whether there would be new economic stimulus from the Fed Res.

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. Saturday's trailing P/E ratio is 12.59 up from Friday's trailing P/E ratio of 12.44 (year ago it was 13.70); Sat's P/E estimate is 11.23 up from Friday's P/E estimate of 11.11 (year ago it was 12.02), and Saturday's dividend yield is 2.71 down from Friday's dividend yield of 2.74 (last year it was 2.77). 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 1,491.02 up 17.80 from Thursday's closing numerator of 1,473.22. 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 $49.70 up $0.59 from Thursday's average closing price of $49.11. The median closing price of Friday's Dow Jones Industrial Average was $42.35 (AXP/JPM) up $0.39 from Thursday's median closing price of $41.96. The lowest volume was 3M MMM $80.01 +1.82 2.33% 5,384,581 NYSE and the highest volume again was Bank of America BAC $7.76 +0.11 1.44% 421,643,553 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 $1,780 ($149,102 - $147,330).

MarketWatch Thursday 8/26/11 4:38 pm by Kate Gibson says U.S. stocks finished sharply higher on Friday, with Wall Street tallying its first winning week in five, after Federal Reserve Chairman Ben Bernanke signaled the economy is not in need of quick stimulus. “He didn’t say anything negative, he just didn’t have anything too great to cause anyone to ramp up growth forecasts. We’re left with, ‘we think the U.S. economy is going to improve’,” said Ken Tower, senior analyst at Quantitative Analysis Service.
In his speech in Jackson Hole, Wyo., Bernanke said the Federal Open Market Committee would consider its options at its next meeting in late September. Read full story on Bernanke’s speech. After falling more than 200 points, the Dow Jones Industrial Average climbed as much as 176 points, and finished with a gain of 134.72 points, or 1.2%, at 11,284.54. The index is up 4.3% for the week. Settling with a weekly rise of 4.7%, the Standard & Poor’s 500 Index rose 17.53 points, or 1.5%, to 1,1, with technology companies rising the most among its 10 industry groups. The Nasdaq Composite Index gained 60.22 points, or 2.5%, to 2,479.85, up 5.9% from the week-ago close. “We’ve had a pretty good week and a very good day,” said Tower, adding that “we’re in a bottoming process, which is better than a straight down process. “We still have this trouble brewing in Europe, that’s why we’re in a volatile funk.” For every stock that fell, four gained on the New York Stock Exchange, where 1.1 million shares traded; composite volume neared a relatively light 4.3 billion, a possible indication that a good number of traders had departed the New York area before Hurricane Irene. “There seemed to be a high amount of anxiety that he’d say something that was going to scare the markets, but right about when he started speaking, whatever the market was worried about seemed to go away,” said Randy Frederick, director of trading and derivatives at the Charles Schwab Center for Financial Research, pointing to the Chicago Board Options Exchange Volatility Index, or VIX. The index shot up just ahead of Bernanke’s address, “then fell off a cliff right after he got done,” said Frederick. The VIX ended rose as high as 43.84 during the session, and ended down 4.14 points, or 10%, at 35.62. For three solid weeks the VIX was at very elevated levels, indicating many more people thought it would rise rather than fall, with the open interest put-call ratio on the VIX was at its highest level at Thursday’s close since the Japanese earthquake in March, Frederick noted.

Friday's Closing Dow Numbers and Saturday's News:

AT&T T
$29.04 -0.02 0.07% 22,696,134 NYSE: Barron's pM10 "Options" by Steven Sears says if you want to own 200 shares of stock buy 100 shares and sell one put. He saysyou should consider that for AT&t which recently traded at $28.47 with a dividend yield of 6.1%.

Alcoa AA
$11.86 +0.27 2.33% 21,444,713 NYSE: No mentions found.

American Express AXP
$48.48 +0.39 0.81% 7,109,504 NYSE: WSJ pB1 "Wall St braces for a real storm" by Sgteve Eder says JPMorgan & American Express have buildings on Wall St that may be affected by Hurricane Irene.

Bank of America BAC
$7.76 +0.11 1.44% 421,643,553 NYSE: Barron's p10 "Week review", Fin Times p9 "Buffett, the US investor of last resort" by Dan McCrum say Buffett agreed to invest $5 bil in Bank of America in exchange for redeemable preferred shares with a 6% dividend, and warrants to buy up to 700 mil of BofA common shares at $7.14 a share.

Barron's p13 "Up & down Wall St" by Alan Abelson says the unemployment numbers were skewed by Verizon's 21,000 strikers filing for unemployment. Buffett got his idea to invest in Bank of America while taking a bath.

Barron's p15 "The importance of being Berkshire" by Sandra Ward says Berkshrie hathaway's $5 bil investment will provide it with $300 mil of tax advantaged annual dividends.

Barron's p17 "Be like Buffett" by Andrew Bary says bank preferreds offer very attactive yield in an income starved world. You can earn 8.5% from Bank of America and 6.90% from J.P. Morgan.

NYT pB1 "Big asset sale near at Bank of America" byNelson Schwartz says BofA may sell more than half of its take inthe China Cosntruction Bank in a deal that could raise nearly $10 bil.

Boeing BA
$62.8 +1.70 2.78% 6,177,830 NYSE: Sat AJC pA9 "Boeing 787 gets go ahead for comm'l foght" says it will deliver its first 787 to Japan's AllNippon Airways in Sept.

Caterpillar CAT
$85.16 +1.91 2.29% 9,430,926 NYSE: No mentions found.


Chevron CVX
$96.85 +0.89 0.93% 9,200,268 NYSE: No mentions found.


Cisco CSCO
$15.32 +0.24 1.59% 49,637,894 NASDAQ-GS: Barron's p32 "The go anywhere portfolio" by Leslie Norton says Steve Romick, Mgr of FPA Crescent Fund likes Microsoft due to its P/E of 9 times. Microsoft spends $10 bil on r&D, 90% on the cloud so it is well positioned to benefit as the world goes to a virtual software environment. He likes Cisco because it trades at less than half its valuation of a decade ago. He like Walmart since the dividend has increased 80% since '01, operating margins are stable, between 5.6% and 6.1% over the last decade& they bought back 22% of their shares in the last decade.

WSJ pB1 "The Halo effect: how it polishes Apple's & Buffett's image" by Jason Sweig says Cisco's CEO JOohn Chambers was called the world's best CEO afer Cisco became theworld's alrgest stock by market cap.

Coke KO
$68.5 +0.53 0.78% 9,892,503 NYSE: No mentions found.


Disney DIS
$32.4 +0.39 1.22% 11,228,278 NYSE: Barron's p11 "Disney goes Hawaiian" by Mark Veverka says Disney will unveil its first hotel andtime share project that isn't connected to a theme park, in a master planned resort community on the west side of Hawaii's Oahu.

Fin Times p6 "Fashion takes the Mickey" by Helen Soteriou says designers are incorporating Mickey Mouse & other Disney characters in their fashion designs.

DuPont DD
$46.09 +0.63 1.39% 7,684,862 NYSE: No mentions found.

Exxon XOM
$72.64 +0.87 1.21% 26,918,044 NYSE: No mentions found.

GE
$15.54 +0.09 0.58% 61,808,684 NYSE: No mentions found.

Hewlett-Packard HPQ
$24.82 -0.21 0.84% 22,781,931 NYSE: Barron's p35 "After Jobs: Apple will endure" by Tiernan Ray says Hewlett-Packard is exiting the PC business and there have been cautious comments about Oracle & IBM over worries about corp & gov budget cuts, though that hasn't show up yet in their earnings reports.

Sat NYT pB1 "For seamless transitions, don't look to Hewlett" by James Stewart says Hewlett-Packard has had a rough time since ousting CEO Mark Hurt but says it still may be undervalued.

Home Depot HD
$34 +0.16 0.47% 18,376,526 NYSE: Barron's pM14 "The Trader" by Kopin Tan says if Irene hits the Travelers is exposed as 11% of its premiums are from the Northeast. Home Depot and Lowe's tend to outperform retailers once hurricanes pass. Home Depot and Lowe's each have 10 to 20% of their stores in the northeast.

Intel INTC
$19.77 +0.35 1.8% 53,535,230 NASDAQ-GS: No mentions found.

IBM
$169.14 +3.56 2.15% 6,428,194 NYSE: Barron's p35 "After Jobs: Apple will endure" by Tiernan Ray says Hewlett-Packard is exiting the PC business and there have been cautious comments about Oracle & IBM over worries about corp & gov budget cuts, though that hasn't show up yet in their earnings reports.

JPMorgan JPM
$36.21 +0.49 1.37% 34,827,634 NYSE: Barron's p17 "Be like Buffett" by Andrew Bary says bank preferreds offer very attactive yield in an income starved world. You can earn 8.5% from Bank of america and 6.90% from J.P. Morgan.

Johnson & Johnson JNJ
$64.28 -0.27 0.42% 14,116,248 NYSE: No mentions found.


Kraft KFT
$33.95 +0.34 1.01% 9,194,509 NYSE: WSJ pB7 "Those safe havens you've been flocking to aren't so safe" by jack Hough says Kraft & GM sell for 15 & 14 times respectively, at a time when more than 100 of the 500 S&P firms have p/e ratios inthesingle digits.

McDonald's MCD
$89.93 +1.22 1.38% 5,951,051 NYSE: Barron's p16 "Dunkin's not so sweet spot" by Andrew Barysays Dunkin' trades for a premium to most restaurant stocks including Starbuck, McDonald's DineEquity and TimHortons.

Merck MRK
$31.92 +0.06 0.19% 18,430,752 NYSE: No mentions found.

Microsoft MSFT
$25.25 +0.68 2.77% 69,906,923 NASDAQ-GS: Barron's p32 "The go anywhere portfolio" by Leslie Norton says Steve Romick, Mgr of FPA Crescent Fund likes Microsoft due to its P/E of 9 times. Microsoft spends $10 bil on r&D, 90% on the cloud so it is well positioned to benefit as the world goes to a virtual software environment. He likes Cisco because it trades at less than half its valuation of a decade ago. He like Walmart since the dividend has increased 80% since '01, operating margins are stable, between 5.6% and 6.1% over the last decade& they bought back 22% of their shares in the last decade.

Pfizer PFE
$18.21 +0.25 1.39% 45,944,698 NYSE: Barron's p11 "Week Preview" says on Mon Pfizer and Bristol-Myers Squibb will offer details on final Phase III data for blood thinner apixaban from the European Society of Cardiology conference.

Procter & Gamble PG
$62.57 +0.04 0.06% 10,338,670 NYSE: Sat AJC pA9 "P&g's ceo receives $16.2 mil" says Bob McDonald has a base of $1.6 mil but total comp was 16.2 mil at his 2nd year heading the world's largest consumer products maker which boosted strong sales during a sluggish US economy.

3M MMM
$80.01 +1.82 2.33% 5,384,581 NYSE: No mentions found.

Travelers TRV
$48.3 +0.31 0.65% 5,567,259 NYSE: Barron's pM14 "The Trader" by Kopin Tan says if Irene hits the Travelers is exposed as 11% of its premiums are from the Northeast. Home Depot and Lowe's tend to outperform retailers once hurricanes pass. Home Depot and Lowe's each have 10 to 20% of their stores in the northeast.

United Technologies UTX
$71.56 +0.81 1.14% 5,281,201 NYSE: No mentions found.

Verizon VZ
$35.76 -0.01 0.03% 14,925,641 DualListed: Barron's p13 "Up & down Wall St" by Alan Abelson says the unemployment numbers were skewed by Verizon's 21,000 strikers filing for unemployment. Buffett got his idea to invest in Bank of America while taking a bath.

Walmart WMT
$52.9 +0.20 0.38% 10,446,655 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 Lowell McAdam (NY, NY) Lowell C. McAdam
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 8/2/11 followed by number of shares outstanding rounded to the nearest 1/2 billion:

1. Exxon Mobil XOM $386.5 [5]
2. Procter & Gamble PG 244 [4]
3. Microsoft MSFT 228 [8.5]
4. IBM 214 [1]
5. Chevron CVX 210 [2]
6. GE 183.5 [10.5]
7. WalMart WMT 181.5 [3.5]
8. Johnson & Johnson JNJ 175 [3]
9. AT&T T 174 [6]
10. JPMorgan Chase JPM 159 [4]
11. Coke KO 154 [2.5]
12. Pfizer PFE 145.5 [8]
13. Intel INTC 116 [5.5]
14. Verizon VZ 110.5 [3]
15. Merck MRK 106 [3]
16. Bank of America BAC 97.5 [10]
17. McDonald's MCD 89 [1]
18. Cisco CSCO 85.5 [5.5]
19. United Technologies UTX 72.5 [1]
20. Hewlett-Packard HPQ 72 [2]
21. Disney DIS 71.5 [2]
22. Caterpillar CAT 63.5 [.5]
23. 3M MMM 61 [.5]
24. Kraft KFT 60 [2]
25. American Express AXP 59 [1]
26. Home Depot HD 53 [1.5]
27. Boeing BA 51 [1]
28. DuPont DD 47 [1]
29. Travelers TRV 23 [.5]
30. Alcoa AA 15.5 [1]

Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 8/2/11:

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

AT&T T: 8/1/11 8K re: tendering of all its shares of Telefonos de Mexcio
7/21/11 8K re: 2Q results
6/27/11 8K re: minor amendments to Bylaws
5/6/11 10Q for quarter ended 3/31/11
5/5/11 8K re: voting results of 4/29 Annual Meeting of Stockholders
4/29/11 8K re: sale of $3 bil of Global Notes due '16 & '21
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

Alcoa AA: 7/28/11 8K re: 5 year revolving crdit agreement with Citibank
7/21/11 10Q for Qtr ended 6/30/11
7/14/11 8K re: 2Q earnings call transcript
7/12/11 8K re: 2Q results
6/2/11 8K re: Regulation FD disclosure re: Internal Relations Presentation of "Nomura Aluminum Seminar"
5/31/11 8K re: redemption of notes due '13
5/18/11 8K re: Chris Ayers elected Pres. of AA Blobal Primary Products
5/11/11 8K re: retirement of Joe Gorman from Bd. of Dires
5/6/11 8K re: Issuance of Sustainability Highlights Report
4/29/11 8K re: tender offer for 6% '13 Notes
4/29/11 8K re: grants under Stock Incentive Plan
4/27/11 Proxy materials re: exec comp
4/21/11 10Q & 4/21/11 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: 7/20/11 8K re: 2Q results
7/15/11 8K re: delinq. & write-off stats qtr. ended 6/30/11
6/15/11 8K re: U.S. Card Services delinquency & write-off statistics for 3 months ended 5/31/11
5/16/11 re: delinquency & write-off stats for period ended 4/30/11
5/5/11 8KA & 8K re: appointment & compensation of David Cornish as Acting Comptroller
5/4/11 10Q quarter ended 3/31/11
4/26/11 8K re: departure of Comptroller & also Deputy Comptroller
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: 7/19/11 8K re: 2Q results
7/6/11 8KA re: settlement of Countrywide mortgage claims
6/29 8K re: election of Bruce R. Thompson as CFO
5/11/11 8K re: Voting results of Stockholders Annual Meeting held 5/16
5/5 10Q for quarter ended 3/31/11
5/2/11 8K re: update of legal opinion re: Medium-Term Notes
4/28/11 Proxy re: voting at 5/11 Stockholder Meeting and info re: independence of nominee for Board
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.

Boeing BA: 7/27/11 10Q for Qtr ended 6/30/11
7/27/11 8K re: 2Q results
6/14/11 8K re: resignation of John E. Bryson from Baord of Directors to be Pres. Obama's US Sec'y of Commerce & amendment of By-Laws to decrease number of directors from 12 to 11
5/3/11 8K re: amending bylaws decreasing Board from 13 to 12
4/27 10Q & 4/27/11 8K re: quarter ended 3/31/11
3/21/11 Annual Report to Shareholders
3/18/11 Proxy Statement re: Annual Meeting of Shareholders to be held 5/2/11 in Chicago

Caterpiller CAT: 7/22/11 8K re: 3 mos. dealer stats
7/22/11 8K re: 2Q results ended 6/30/11
7/12/11 8K re: segment operating results 3/31/11
7/8/11 8K re: closing of Bucyrus acquisition
6/20/11 8K re: 3 months dealer statistics ended 5/31/11
6/9/11 8K re: voting results of 6/8 Annual Stockholders Meeting
6/8/11 two 8Ks re: press release and declaration of 0.46 cents per share dividend payable 8/20 for record holders on 7/20
5/26/11 8K re: underwriting agreement re: floating rate senior notes due '12 through '17
5/26/11 Porxy Material re Letter to institutional stockholders re: voting recommendations at upcoming annual meeting of stockholders
5/23/11 Proxy re: voting reminder re: 6/8 Meeting of Stockholders
5/23/11 8K re: revisions to 10K fin'l statements
5/19/11 8K re: dealer stats
5/9/11 10Q for quarter ended 3/31/11
4/29/11 8K re: info re: sales to dealers
4/29/11 8K re fin'l results quarter ended 3/31/11
4/15/11 Proxy re: Annual Meeting of Stockholders on 6/8/11 at Little Rock, Ark.

Chevron CVX: 7/29/11 8K re: 2Q results
7/11/11 8K re: 2Q interim update
6/1/11 8K re: results of votes at 5/25 Annual Stockholder Meeting
5/31/11 8K re: receipt of imminent danger order under Fed. Mine Safety Act re: Kemmerer Mine, Lincoln, WY and the vacating of the order on 5/26
5/5/11 10Q & 4/29/11 8K re quarter ended 3/31/11
4/14/11 4 Proxy filings re: Annual Meeting of Stockholders on 5/25/11 at Chevron headquarters in San Ramon, CA.

Cisco CSCO 7/18/11 8K re: cutting of 6,500 jobs
6/22/11 8K re: executives' pre-arranged stock trading plans
5/25/11 10Q re: Qtr ended 4/30/11
5/11/11 8K re: results of quarter ended 4/30/11
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

Coke KO 8/1/11 10Q 2 results ended 7/1/11
7/19/11 8K re: 2Q results
5/2/11 10Q & 4/26/11 8K for quarter ended 4/1/11
4/29/11 8K re: voting results of Annual Meeting of Shareholders held on 4/27
3/10/11 Proxy Statement re: Annual Meeting of Shareholders to be held 4/27/11 in Atlanta

Disney DIS 5/20/11 8K re: sales of $500 mil 3.75% Global Notes Due '21
5/10 8K & 5/10/11 10Q re: quarter ended 4/2/11
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.

DuPont DD: 7/28/11 8K re: 2Q results
5/24/11 8K re: completion of acquisition of 92.2% of shares of Danisco SA
5/5/11 8K re: tender offer for Danisco
5/3/11 8K re: voting results of 4/27 Annual Meeting of Stockholders
4/26/11 10Q for quarter ended 3/31/11
4/21/11 8K re results for quarter ended 3/31/11
4/13/11 Proxy re annual meeting of stockholders on 4/27/11 in 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

ExxonMobil XOM: 7/28/11 8K re: 2Q results
5/31/11 8K re: results of voting of 5/25 Annual Shareholders Meeting
5/6/11 Proxy re: add'l material re: advisory vote on exec comp
5/5/11 10Q & 4/28/11 for quarter ended 3/31/11
4/29/11 8K re: amendment of bylaws making Treasurer also CFO
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

GE: 7/29/11 10Q 2Q results ended 6/30/11
7/29/11 13F-HR Inst't'l holdings
7/22/11 8K re: 2Q results
5/6/11 10Q for quarter ended 3/31/11
5/2/11 8K re: voting results of 4/27 Annual Meeting of Shareholders
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

Hewlett-Packard HPQ: 7/22/11 8KA re: frequency of advisory votes on exec comp.
7/21/11 8K re: plan to repurchase $10 bil of its shares
6/16/11 8K re: election of Ann Livermore to Board of Directors, her resignation as Exec. VP & amendment to By-Laws to increase number of directors from 13 to 14
6/8/11 10Q re: Quarter ended 4/30/11
6/1/11 8K re: underwriting agreement re: Floating Rate Global Notes due '14 through '21
5/7/11 8K re: fin'l results for quarter ended 4/30/11
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.

Home Depot HD: 6/7/11 8K re: amending by-laws re voting by consent for shareholders
6/8/11 10Q re: Quarter ended 4/30/11
5/17/11 8K re: fin'l results for quarter ended 5/1/11
4/18/11 Annual Report to Shareholders
4/15/11 proxy re: annual meeting of shareholders on 6/2/11 in Atlanta

Intel INTC: 7/27/11 8K re: election of Andy D. Bryant to Board of Dirs.
7/21 & 7/20/11 8Ks re: 3Q results ended 7/2/11
5/24/11 8K re: Voting results of 5/19/11 Annual Meeting of Stockhodlers
5/17/11 8K re: FD disclosures re: investor Meeting
5/11/11 8K re: increase in 3rd Quarter dividend
5/9/11 8K & 5/9/11 10Q for quarter ended 4/2/11
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

IBM: 7/26/11 10Q & 7/19/11 & 7/18/11 8Ks re: results for quarter ended 6/30/11
7/21/11 8K re: underwriting agreement re: issuance of $2 bil of debt
5/11/11 8K re: issuance of $1 bil of debt
4/28/11 8K re: voting results of 4/26/11 Meeting of Stockholders
4/26/11 10Q for quarter ended 3/31/11
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: 7/27/11 & 7/21/11 8Ks re: legal opinions re: debt issues
7/14/11 8K re: investor presentation re: 2Q results
7/14/11 8K re: 2Q results
6/29/11 8K re: closing of $2.5 bil issue of 3.15% Notes due 2016
6/21/11 8K re: closing of $400 mil flotating rate senior med-term notes dues '14
5/24/11 8K re: legal opinion re: $500 mil Floating Senior Medium Term Notes due '16
5/23/11 8K Voting results of Shareholder Meeting held 5/17/11
5/10/11 8K re: legal opinion re: $2 bil of 4.6% Notes due '21
5/6/11 10Q for quarter ended 3/31/11
4/29/11 8K re: legal opinion for $2 bil Floating Senior Medium Term Notes
4/29/11 8K re: registering Global Notes
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

Johnson & Johnson JNJ : 7/19/11 8K re: selling of Ortho Dermatologics Div.
7/19/11 8K re: 2Q results 7/3/11
5/20/11 8K re: sale of over $4 bil of Notes due '13 - '41
5/2/11 8K re: merger agreement with Synthes
4/29/11 8K re: voting results of 4/28 Meeting of Shareholders
4/27/11 8K re: offer to buy Synthes for $21.3 bil
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: 7/14/11 8K re: change of exec vp.
7/1/11 8K re: departure of CFO timothy R. McLevish (change to termination agreement)
5/31/11 8K re: results of 5/24 Annual Shareholder Meeting
5/6/11 10Q & 5/5/11 8K for quarter ended 3/31/11
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: 7/26/11 8K re: amendment to Bylaws
7/22/11 8K re: 2Q results ended 6/30/11
7/1/11 Prospectus re: issuance of 3,430,000 shares of commons stock in Direct Stock Purchase Plan
6/10/11 8K re: press release re: global sales rising 3.1% in May
5/23/11 8K re: voting results of 5/19 Shareholder Meeting
5/20/11 8K re: issuance of $400 mil Medium-Term Notes
5/16/11 proxy material re: stock options
5/9/11 8K re: Investor Release re: April sales
5/6/11 10Q for quarter ended 3/31/11
5/3/11 proxy materials re: reminder how to vote
4/21/11 8K re: first quarter results
4/15/11 Proxy re: talking 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: 7/29/11 8K re: 2Q results
5/27/11 8K re: Voting results of 5/24 Annual Meeting of Shareholders
5/9/11 10Q & 4/29/11 8K re: quarter ended 3/31/11
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: 7/28/11 10K year ended 6/20/11
7/21/11 8K re: 4Q & year end results
5/10/11 8K re: purchase of Skype for $8.5 bil in cash
4/28/11 10Q & 4/28/11 8K for quarter ended 3/31/11
2/8/11 8K re: underwriting agreement for $750 mil of 2.5% Notes due 2016

Pfizer PFE:8/2/11 8K re: 2Q results
5/12/11 10Q & 5/3/11 8K for quarter ended 4/3/11
5/3/11 8K re: voting results of shareholder Meeting held on 4/28
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

Procter & Gamble PG: 7/12/11 8K re: quarterly dividend of 0.525 cents payable 8/15 to recorder holders on 7/22
7/1/11 Prelim Proxy re: Annual Shareholder Meeting 10/11/11 in Cincinnati
5/12/11 8KA re: election of Margaret Whitman to Board
5/4/11 8K re: retirement of Ed Shirley as Vice Chair, Beauty & Grooming
4/29/11 10Q & 4/28/11 8K for quarter ended 3/31/11
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

3M MMM: 7/26/11 8K re: 2Q results
5/26/11 8K re: restatement of Form 10K re: produ8ct moves between busienss segments
5/18/11 2 8Ks re: pre-arranged stock trading plans for General Counsel & CEO respectively
5/16/11 8K re: election of Inge Thulin as EVP & COO
5/11/11 8K re: voting results from 5/10/11 Annual Meeting of Stockholders
5/5/11 10Q & 4/26/11 for quarter ended 3/31/11
4/26/11 Proxy material re: how to vote at 5/10 Annual Meeting of Stockholders
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

Travelers TRV: 7/21/11 & 7/21/11 8K re: Qtr. ended 6/30/11
6/10/11 8K re: fin'l info re: annual investor conference
6/1/11 re: Voting results of 5/26 annual shareholders meeting
4/21/11 10Q & 8K for quarter ended 3/31/11
4/12/11 annual report to shareholders
4/12/11 2 proxy filings re: annual meeting of shareholders on 5/26/11 at Hartford, CT

United Technologies UTX: 7/25/11 10Q & 7/2011 8K re quarter ended 6/30/11
6/9/11 8K/A re: amendment of 4/13 8K re: frequency of intent to take shareholder advisory votes
4/25/11 10Q for quarter ended 3/31/11
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: 7/28/11 10Q & 7/25/11 8K re: quarter ended 6/30/11
7/22/11 8K re: replacement of Ivan Seidenberg as CEO with Lowell C. McAdam effective 8/1/11
6/24/11 8K re: Guarantee of debentures of 10 domestic telephone subsidiaries
5/10/11 8K re: voting results from 5/5/11 Annual Meeting of Shareholders
4/28/11 10Q for quarter ended 3/31/11
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: 6/9/11 8K re: voting results of 6/3 annual shareholders meeting
6/3/11 10Q re: quarter ended 4/30/11
5/17/11 8K re: fin'l results for quarter ended 4/30/11
4/19/11 annual report to shareholders
4/18/11 2 Proxy filings re: annual meeting of 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