2/6/12 Mon am Disney & Coke Report Tues; Cisco on Wed

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Post No. 1,459 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' recent SEC filings.

A read of the print editions of Monday's Barron's, Investor's Business Daily, Wall St. Journal, Financial Times, New York Times, USA Today, Atlanta Journal Constitution and Daily Report (Ga. - carries Bloomberg) 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 12,862.23 up 156.82 or 1.23% from Thursday's close of 12,705.41. For the week the Dow was up 201.77 or 1.59% from last Friday's close of 12,660.46. For the year the Dow is up 5.28%. Of the 30 Dow components 28 gained and 2 declined. The biggest gainer dollar-wise was Caterpillar CAT $113.94 +3.61 3.27% 10,235,692 NYSE and percentage-wise was Bank of America BAC $7.84 +0.39 5.23% 362,521,410 NYSE. The biggest decliner dollar-wise and percentage-wise was Procter & Gamble PG $62.77 -0.55 0.87% 17,436,683 NYSE.

Inv. Bus. Daily pA1 "Indexes, leaders gallop in heavy volume" by Paul Whitfield says stocks rumbled higher in fast trading Fri as the Nasdaq surpassed its May high & reached its highest level since Dec '00. Friday's action was "strong gains in higher trad" and the current outlook is a confirmed uptrend.

As of the open of the market Monday, the current divisor for the Dow Jones Industrial Average found at page C4 of Monday's Wall St. Journal is 0.132129493. Monday's trailing P/E ratio is 14.17 up from Saturday's trailing P/E ratio of 14.00 (year ago it was 15.06); Monday's P/E estimate is 12.30 up from Saturday's P/E estimate of 12.15 (year ago it was 12.64), and Monday's dividend yield is 249 down from Saturday's dividend yield of 2.52 (last year it was 2.38). 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 1,699.48 up 20.72 from Thursday's closing numerator of 1,678.76. 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 $56.65 up $0.69 from Thursday's average closing price of $55.96. The median closing price of Friday's Dow Jones Industrial Average was $47.81 (DD/HD) up $0.26 from Thursday's median closing price of $47.81. The lowest volume was 3M MMM $87.73 +0.30 0.34% 3,184,033 NYSE and the highest volume again was Bank of America BAC $7.84 0.39 5.23% 362,521,410 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 $2,072 ($169,948 - $167,876).

MarketWatch Friday 2/3/12 5::08 pm by Kate Gibson says U.S. stocks leapt Friday, propelling the Nasdaq index to an 11-year high, as Wall Street embraced the nation’s jobless rate dropping to a three-year low. U.S. markets will likely focus on Cisco Systems Inc, Walt Disney & Co. and whether Greece and its banks reach a deal over restructuring debt. The day’s broad gains capped a strong week for stocks, with two indexes rallying for the fifth straight week. “The U.S. economy is moving in the right direction,” said Mark Coffelt, portfolio manager of the Empiric Core Equity Fund. The Dow Jones Industrial Average DJIA +1.23% rose 156.82 points, or 1.2%, to 12,862.23, its highest close since May 2008. Of its 30 components, 28 rose, led by a 5.2% gain in Bank of America Corp. BAC -0.26% shares. The S&P 500 Index SPX +1.46% rose 19.36 points, or 1.5%, to 1,344.90, its best day since the first trading session of the year. Financials led the rise among its 10 major sectors, all of which closed higher. For the year, the S&P 500 has risen nearly 7% — its best start since 1987. Reaching a level not hit since Dec. 2000, the Nasdaq Composite COMP +1.61% closed up 45.98 points, or 1.6%, to 2,905.66. The Dow rose 1.6% for the week, which included the end of January — the best January, on a percentage basis, for the index since 1997. The S&P 500 gained 2.2% for the week and the Nasdaq Composite rose 3.2%, both the fifth straight week of gains. For every stock declining nearly four gained on the New York Stock Exchange. NYSE composite volume topped 4.5 billion. Shares of Micron Technology Inc. MU +2.98% were halted after the semiconductor company said its chairman and chief executive, Steve Appleton, 51, had died in a small-plane accident in Boise, Idaho. Micron COO Mark Durcan had last week said he would retire at the end of August. The company is based in Boise. Crude-oil futures CL2H +1.47% gained $1.48 to end at $97.84 a barrel on the New York Mercantile Exchange, with prices of crude down 1.7% on the week. Gold futures GC2J -1.74% declined $19 to settle at $1,740.30 an ounce on the Comex division of the Nymex, with the precious metal up 0.5% from the week ago close. Treasury prices dropped, with yields on the 10-year note 10_YEAR +5.43% surging 9 basis points to 1.937%. Stocks took off after the Labor Department reported the addition of 243,000 jobs in January, the largest jump in nine months. The unemployment rate fell to 8.3%, the lowest since February 2009. “The jobs report was a really solid number; it beat expectations and continues the trend we’ve seen last few months; the economy is doing better than a lot of people are giving it credit for,” said Brad Sorensen, director of market and sector analysis at Charles Schwab. “Everybody seems to be doubting the economic expansion, partly due to the European situation and partly due to consumer confidence. A lot of economists, analysts and investors have short-changed the economic expansion we’re now in,” Sorensen added.The surprisingly upbeat January data also raised questions about the Federal Reserve’s pledge to keep interest rates at ultralow levels until late in 2014. “I think the Fed futures market is anticipating some hike before the end of 2013. I don’t think he [Ben Bernanke] considers himself locked in to 2014,” said Coffelt at Empiric. Other U.S. data on Friday also supported the view of economic expansion, particularly in manufacturing. The Commerce Department reported orders to factories in December rose 1.1%, up for a second month, while order backlogs climbed 1.4%, the biggest gain in more than two years. And the Institute for Supply Management’s index of nonmanufacturing industries advanced to 56.8 in January from 53 the prior month. The better-than-expected increase comes two days after the institute released a report illustrating that the manufacturing sector in January expanded at its most rapid pace in seven months.

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

Symbol Last Sale Change % Change Share Volume Market
AT&T T $29.95 +0.16 0.54% 26,245,180 NYSE: WSJ pB1 "Fast phones, dead batteries" by Greg Bensinger says speedier broadband service also zips through battery life. Verizon Wireless, AT&T and sprint are investing billions of dollars to expand their 4G networks so battery power will not have to be used to service for a signal.

WSJ pA11 "Spectrum dinosaurs at the FCC" by L. Gordon Crovitz says the FCC should let market forces determine the allocation of broadband spectrum.

Daily Report p6 "Antitrust enforcers hrie big firm litigators" by Sara Forden says AT&T hired three firms to help defend its proposed $39 bil bid for T-Mobile.

Barron's p16 "Rewind: TiVo's compelling second act" by Sandra Ward says last month with a trial pending, AT&T agreed to a settlement under which TiVo gets $215 mil TiVo receives monthly licensee fees per subscriber through July '18 but gets more if AT&T's DVR subscriber base exceeds certain levels. TiVo investors hope for a similar outcome in a pending suit vs. Verizon TiVo is a possible acquisition candidate for Microsoft.

Alcoa AA $10.76 +0.34 3.26% 35,831,304 NYSE: No mentions found.

American Express AXP $52.25 +1.09 2.13% 8,168,965 NYSE: No mentions found.

Bank of America BAC $7.84 +0.39 5.23% 362,521,410 NYSE: WSJ pC3 "Foreclosure deal gets close" by Ruth Simon says sate atty's gen'l will say today whether they are going to do a deal worth $25 to settle mortgage abuse claims against large banks including Bank of America and JPMorgan.

Barron's p45 "How to break up the banks" by Jack Willoughby is an interview with Roberta Karmel, former SEC Commissioner. There is a chart "Two decades of consolidation" that illustrates how over 20 years 37 financial companies have been folded into 4 large banks: Citigroup, Bank of America, JPMorgan Chase and Wells Fargo.

Boeing BA $76.34 +1.12 1.49% 3,471,565 NYSE: No mentions found.

Caterpillar CAT $113.94 +3.61 3.27% 10,235,692 NYSE: No mentions found.

Chevron CVX $105.5 +1.81 1.75% 6,814,940 NYSE: No mentions found.

Cisco CSCO $20.09 +0.29 1.46% 54,405,420 NASDAQ-GS: Fin times p22 "Corp Diary", WSJ "The ticker" pC2, Barron's p13 "Week preview" say on Tues Disney & Coke reports earnings; Wed Cisco systems reports earnings.

Barron's p15 "At long last, Facebook" by Andrew Bary says valuations throughout the tech sector have contracted markedly in recent years, with established giants like Intel, Microsoft and Cisco Systems trading for around 11 times forward earnings.

Coke KO $68.08 +0.25 0.37% 8,184,001 NYSE: Fin times p22 "Corp Diary",WSJ "The ticker" pC2, Barron's p13 "Week preview" say on Tues Disney & Coke reports earnings; Wed Cisco systems reports earnings.

Barron's p14 "Where '11's top funds see opportunity in '12" by J.R. Brandstrader says TIAA-CREF's Barnet Sherman avoids cyclical or commodity driven firms and prefers investing in high quality names that benefit from the world's growing middle class such as Coke which is expanding globally and has phenomenal growth potential and isn't that expensive.

Barron's p7 "A market list for seekers of calm" by Michael Santoli says Microsoft was $25 10 years ago and is now $30. GE has gone from $27 to $19. The S&P stocks with the smallest spread between its 10 year high & low is Walmart. Other stocks on a non-volatility list are Coke, Kraft and Johnson & Johnson.

Disney DIS $40 +1.09 2.8% 11,586,557 NYSE: Fin times p22 "Corp Diary", WSJ "The ticker" pC2, Barron's p13 "Week preview" say on Tues Disney & Coke reports earnings; Wed Cisco systems reports earnings.

DuPont DD $52.01 +0.61 1.19% 5,557,068 NYSE: No mentions found.

Exxon XOM $84.92 +1.39 1.66% 16,138,556 NYSE: No mentions found.

GE $19.02 +0.27 1.44% 44,004,816 NYSE: Barron's p7 "A market list for seekers of calm" by Michael Santoli says Microsoft was $25 10 years ago and is now $30. GE has gone from $27 to $19. The S&P stocks with the smallest spread between its 10 year high & low is Walmart. Other stocks on a non-volatility list are Coke, Kraft and Johnson & Johnson.

Hewlett-Packard HPQ $29.07 +0.57 2% 11,615,940 NYSE: WSJ pB4 "HP activist investors make proxy progress" by Joann Lublin says Hewlett-Packard agreed to a vote at the '13 annual shareholders meeting to see if investors who own at least 3% of share for 3 years should be able to nominate 20% of the directors.

Barron's p17 "Protect and attack" by Leslie Norton profiles 7 year old Lenovo, now the world's 2nd largest PC made within sight of leader Hewlett-Packard.

Home Depot HD $45.17 +0.71 1.6% 10,407,425 NYSE: No mentions found.

Intel INTC $26.74 +0.46 1.75% 42,142,215 NASDAQ-GS: Barron's p15 "At long last, Facebook" by Andrew Bary says valuations throughout the tech sector have contracted markedly in recent years, with established giants like Intel, Microsoft and Cisco Systems trading for around 11 times forward earnings.

IBM $193.64 +2.11 1.1% 4,516,930 NYSE: Inv. Bus. Daily pA7 "The cost of a healing economy" by Kevin Harlin says in Sept. WellPoint said it was teaming with IBM and its Watson supercomputer to develop a clamp to help diagnose rare conditions and comb through reams of medical journals and a patient's own medical history to design an appropriate treatment.

JPMorgan JPM $38.28 +0.73 1.94% 40,948,800 NYSE: WSJ pC3 "Foreclosure deal gets close" by Ruth Simon says sate atty's gen'l will say today whether they are going to do a deal worth $25 to settle mortgage abuse claims against large banks including Bank of America and JPMorgan.

WSJ pA3 "JP Morgan banker selected for FDIC" by Alan Zieble says Jeremiah Nortan would serve on the FDIC's 5 member board.

Barron's p45 "How to break up the banks" by jack Willoughby is an interview with Roberta Karmel, former SEC Commissioner. There is a chart "Two decades of consolidation" that illustrates how over 20 years 37 financial companies have been folded into 4 large banks: Citigroup, Bank of America, JPMorgan Chase and Wells Fargo.

Johnson & Johnson JNJ $65.64 +0.05 0.08% 8,577,661 NYSE: Barron's p7 "A market list for seekers of calm" by Michael Santoli says Microsoft was $25 10 years ago and is now $30. GE has gone from $27 to $19. The S&P stocks with the smallest spread between its 10 year high & low is Walmart. Other stocks on a non-volatility list are Coke, Kraft and Johnson & Johnson.

Kraft KFT $38.88 +0.30 0.78% 5,968,643 NYSE: Barron's p7 "A market list for seekers of calm" by Michael Santoli says Microsoft was $25 10 years ago and is now $30. GE has gone from $27 to $19. The S&P stocks with the smallest spread between its 10 year high & low is Walmart. Other stocks on a non-volatility list are Coke, Kraft and Johnson & Johnson.

McDonald's MCD $100.01 +1.39 1.41% 5,583,488 NYSE: No mentions found.

Merck MRK $38.37 -0.07 0.18% 14,980,500 NYSE: No mentions found.

Microsoft MSFT $30.24 +0.29 0.97% 41,765,528 NASDAQ-GS: Barron's pM13 "Microsoft" says a report by McAdams Wright Ragen on 1/30 has a buy at $29.61 due to decent 2Q results. Microsoft delivered earnings upside despite a 6% decline in Windows rev.

Barron's p16 "Rewind: TiVo's compelling second act" by Sandra Ward says last month with a trial pending, AT&T agreed to a settlement under which TiVo gets $215 mil TiVo receives monthly licensee fees per subscriber through July '18 but gets more if AT&T's DVR subscriber base exceeds certain levels. TiVo investors hope for a similar outcome in a pending suit vs. Verizon TiVo is a possible acquisition candidate for Microsoft.

Barron's p15 "At long last, Facebook" by Andrew Bary says valuations throughout the tech sector have contracted markedly in recent years, with established giants like Intel, Microsoft and Cisco Systems trading for around 11 times forward earnings.

Pfizer PFE $21.2 +0.09 0.43% 41,133,468 NYSE: No mentions found.

Procter & Gamble PG $62.77 -0.55 0.87% 17,436,683 NYSE: No mentions found.

3M MMM $87.73 +0.30 0.34% 3,184,033 NYSE: No mentions found.

Travelers TRV $60.12 +0.73 1.23% 3,327,947 NYSE: No mentions found.

United Technologies UTX $81.05 +1.03 1.29% 5,381,564 NYSE: No mentions found.

Verizon VZ $37.84 +0.28 0.75% 11,334,079 DualListed: WSJ pB1 "Fast phones, dead batteries" by Greg Bensinger says speedier broadband service also zips through battery life. Verrizon Wireless, AT&T and sprint are investing billions of dollars to expand their 4G networks so battery power will not have to be used to service for a signal.

Barron's p16 "Rewind: TiVo's compelling second act" by Sandra Ward says last month with a trial pending, AT&T agreed to a settlement under which TiVo gets $215 mil TiVo receives monthly licensee fees per subscriber through July '18 but gets more if AT&T's DVR subscriber base exceeds certain levels. TiVo investors hope for a similar outcome in a pending suit vs. Verizon TiVo is a possible acquisition candidate for Microsoft.

Walmart WMT $62.03 +0.09 0.15% 7,714,198 NYSE: Barron's p7 "A market list for seekers of calm" by Michael Santoli says Microsoft was $25 10 years ago and is now $30. GE has gone from $27 to $19. The S&P stocks with the smallest spread between its 10 year high & low is Walmart. Other stocks on a non-volatility list are Coke, Kraft and Johnson & Johnson.

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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 Meg Whitman (Palo, Alto, CA)
Home Depot HD Frank Blake (Atlanta, GA)
Intel INTC Paul S. Otellini (Santa Clara, CA)
IBM Virginia M. Rometty (replaces Samuel J. Palmisano 1/1/12) (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)
Wal-Mart WMT Mike Duke (Bentonville, ARK)

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Here are the Dow Jones Industrial Average 30 ranked in order of market capitalization rounded to the nearest 1/2 billion as of 2/1/12 followed by number of shares outstanding rounded to the nearest 1/2 billion:

1. Exxon Mobil XOM $402 [5]
2. Microsoft MSFT 251.5 [8.5]
3. IBM 227 [1]
4. WalMart WMT 213 [3.5]
5. Chevron CVX 204.5 [2]
6. GE 198 [10.5]
7. Johnson & Johnson JNJ 179 [3]
8. AT&T T 175.5 [6]
9. Procter & Gamble PG 174 [3]
10. Pfizer PFE 164 [7.5]
11. Coke KO 154 [2.5]
12. JPMorgan Chase JPM 143 [4]
13. Intel INTC 135 [5]
14. Merck MRK 118 [3]
15. Verizon VZ 107 [3]
16. Cisco CSCO 106.5 [5.5]
17. McDonald's MCD 100.5 [1]
18. Bank of America BAC 74.5 [10]
19. United Technologies UTX 72.5 [1]
20. Caterpillar CAT 71.5 [.5]
21. Disney DIS 70.5 [2]
22. Home Depot HD 68.5 [1.5]
23. Kraft KFT 68 [2]
24. 3M MMM 61 [.5]
25. American Express AXP 59 [1]
26. Hewlett-Packard HPQ 57 [2]
27. Boeing BA 56 [1]
28. DuPont DD 47.5 [1]
29. Travelers TRV 24.5 [.5]
30. Alcoa AA 11 [1]

Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 1/1/12:

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

AT&T T: 11/28 8K re: redemption of subsidiary Cingular Wirelss' $2.97 bil debt
11/25/11 8K re: withdrawal from FCC of application to buy T-Mobile
11/7/11 10Q for qtr ended 9/30/11
10/27/11 8K re: redemption of 5.87% Notes due 2/1/12
10/20/11 2 8Ks re: 3Qtr results

Alcoa AA: 11/16/11 8K re: exec changes
10/20/11 10Q for Qtr ended 9/30/11
10/14/11 8K re: transcript of 3Qtr earnings call
10/12/11 8K re: 3Qtr results

American Express AXP: 12/15/11 8K re: delinq. & write-off stats for prior 3 months
11/15/11 8K re: delinq. & write-off stats for Aug, Sept & Oct
11/4/11 8K re: exec changes
11/2/11 10Q for Qtr ended 9/30/11
10/19/11 8K re: 3Qtr results
10/17/11 8K re: delinq & write-f stats for 3 months eded 9/30/11

Bank of Am BAC: 12/16/11 8K re: unregistered sale of $885.4 of Senior Notes
12/6/11 8K re: stating it is unaffiliated from IPIC Group's mini-tender off of 4.86% of its common
12/2/11 8K re exchange of $442.3 of senior notes
12/1/11 Proxy re: amendment of Dec. of Trust for Preferred HITs
11/17/11 8K re: exchange of preferred shares
11/2/11 10Q for Qtr ended 9/30/11
10/18/11 8K re: 3Qtr results
10/7/11 8K re: separation contracts with Sallie L. Krawcheck & Joe L. Price

Boeing BA: 12/15/11 8-K/A election of Gregory D. Smith as CFO
11/14/11 8K re: $2.3 bil revolving credit agrmt.
11/1/11 8K re: exec changes
10/26/11 10Q for Qtr ended 9/30/11
10/26/11 8K re: 3Qtr results
10/4/11 8K re: election of ex-Contintel CEO Larry Kellner as Director

Caterpiller CAT: 12/19/11 8K re pst 3 months dealer stats.
12/16/11 8K re extension of stock repurchase plan
11/18/11 8K re: past 3 monts dealer stats
11/4/11 10Q for Qtr ended 9/30
10/24/11 8K re: 3 month dealer stats
10/24/11 8K re: results for quarter ended 9/30/11

Chevron CVX: 12/12/11 8K re grant of exec stock options
11/3/11 10Q for Qtr ended 9/30/11
10/28/11 8K re: 3Qtr results
10/11 8K re: 3Qtr results

Cisco CSCO 12/16/11 8K re pre-arranged exec stock trading plan
12/8/11 8K re amendment of stock option plan
11/22/11 10Q & 8K for Qtr ended 10/29
10/18/11 14A proxy (two) re: Annual Shareholder Meeting to be held 12/7/11 at Santa Clara, CA

Coke KO 12/19/11 re election of ex Mayor of Chicago Richard M. Daley to Board of Dirs.
11/10/11 Prospectus re: exchange of $1.6 bil of 2016 Notes
10/28/11 S-4 re: exchange of 3.3% Notes due '21 for 1.8% Notes due '16
10/27/11 10Q for Qtr ended 9/30/11
10/18/11 8K re: 3Qtr results
9/1/11 8K re: issuance of senior notes

Disney DIS 12/1/11 8K re sale of $1.6 bil of Global Notes
11/23/11 10K & 11/10/11 8K re: results for fiscal year ened 10/1/11
10/25/11 8K re: resignation of Director John E. Bryson to become U.S. Secretary of Commerce
10/7/11 8K re: extension of CEO Robert A. Iger's employment contract

DuPont DD: 11/22/11 8K : re: election of Lee M. Thomas as Director
10/25/11 10Q & 8K re: results for 3Qtr ended 9/30/11

ExxonMobil XOM: 12/6/11 8K re disclosure of exec bonuses and salaries (CEO's Rex Tillerson's base effective 1/1/12 is $2,567,000 and no exec has a contract, all are employees at will
11/29/11 8K re: exec changes
11/3/11 10Q for Qtr ended 9/30/11
10/27/11 8K re: 3Qtr results

GE: 11/8/11 10Q for Qtr ended 9/30/11
10/21/11 8K re: 3Qtr results
9/13/11 8K re: redemption of shares held by Berkshire Hathaway for $3.3 bil

Hewlett-Packard HPQ: 12/14/11 10Q for year ended 10/31/11
12/12/11 8K re close of sale of $3.5 bil of Global Notes
11/8/11 10Q & 11/21/11 8K re: results of year and Qtr ended 10/31/11
11/17/11 8K re: election of Ralph V. Whitworth to Board of Dirs
10/27/11 8K re: decision to keep PC unit
10/3/11 8K re: acceptance of offers to acquire Autonomy
9/29/11 8K re: separation contract with ex-CEO Leo Apotheker
9/28/11 8K re foreign antitrust approval of acquisition of Autonomy
9/22/11 8K re: replacement of CEO Leo Apotheker with Meg Whitman effective immediately
9/19/11 8KA & 8K re: issuance of floating global notes
9/13/11 8K re: purchase of Autonomy Corp.

Home Depot HD: 11/29/11 10Q & 11/15/11 8K re: results of Qtr ended 10/31/11
9/1/11 10Q for quarter ended 7/31/11

Intel INTC: 11/4/11 10Q for Qtr ended 10/1/11
10/19/11 & 10/18/11 8Ks re: Results for Qtr ended 10/1/11
9/19/11 & 9/14/11 8Ks re; offering of $5 bil of notes

IBM: 11/14/11 8K re: $10 bil Credit Agrmt
10/31/11 8K re: offering of $1.85 bil of debt
10/26/11 8K re: election of Virginia M. Rometty as CEO
10/25/11 8K re: election of David Farr, CEO of Emerson, to Bd.
10/25/11 10Q & 10/18/11 8K & 10/17/11 8K re: results for Qtr ended 9/30/11

JPMorganChase JPM: 12/22/11 8K re closing of $1.25 bil 5.4% Notes
12/8/11 8K re increase to share repurchase program
12/8/11 8K re FD disclosure re guidance presentation
11/8/11 8K re: election of James A. Bell as Dir.
11/4 28ks & 10Q re: Qtr ended 9/30/11
10/26/11 8K re: offering of $1.75 mil of 4.35% Notes due '21
10/13/11 8K re: 3Qtr results

Johnson & Johnson JNJ : 12/13/11 8K re closing of divestiture of assets of Ortho Dematologics division which made Retin-!
11/30/11 8K re: purchase of Synthes & offer to hire its CEO
11/22/11 8K re: exec changes
11/8/11 10Q for Qtr ended 10/2
10/27/11 S-4 re: acquisition of Synthes
10/18/11 8K re: results for Qtr ended 10/2/11

Kraft KFT: 12/5/11 8K re appointment of Irene Rosenfeld to lead Global Snacks and Tony Vernon as CEO fo N. American Grocery company
11/4/11 10Q & 11/2/11 8K re: Qtr ended 9/30/11
9/7/11 8K re: FD Disclosure re: presentation at investor conference

McDonald's MCD: 12/2/11 8K re Nov sales rose 7.4%
11/14/11 8K re: Investor Release re: Growth Plans
11/8/11 8K re: Oct sales
11/4/11 10Q for Qtr ended 9/30/11
10/21/11 8K re: results for 3Qtr ended 9/30/11
9/30/11 8K re: issuance of $500 mil med-term notes
9/26/11 8K re; declaration of quarterly cash dividend

Merck MRK: 12/21/11 8K re: technical amendments to bylaws
12/1/11 8K re: election of CEO Ken Frazier to Bd & retirement of former CEO Richard Clark from Board
11/10/11 8K & 11/8/11 10Q re Investor Presentation re results for Qtr ended 9/30/11
10/28/11 8K re: results for 3Qtr
10/12/11 8K/A re: frequency of shareholder advisory votes on exec comp

Microsoft MSFT: 12/22/11 8K/A re frequency of advisory votes on exec pay
11/17/11 8K re: voting results from Annual Shareholder Meeting
10/20/11 10Q & 8K re: results for Qtr ended 9/30/11
10/18/11 & 10/4/11 & 10/3/11 14A Proxies re: Annual Meeting of Shareholders to be held 11/15/11 at Bellevue, Wash.

Pfizer PFE: 12/13/11 8K re election of 3 new members to Board
11/10/11 10Q & 11/1/11 8K for Qtr ended 10/2/11

Procter & Gamble PG: 11/3/11 8K re: Guidance
11/1/11 8K re: delay of sale of Pringles to Diamond Food
10/27/11 10Q & 8Ks (two) re: results of 3 Qtr ended 9/30/11
10/14/11 8K re: voting results of annual meeting of shareholders
10/11/11 *K re: quarterly dividend of 52.5 cents
10/11/11 CEO's Bob McDonald speech at annual shareholders meeting
10/6/11 8K re: political contribution policy

3M MMM: 12/6/11 8K re eps guidance
11/3/11 10Q re Qtr ended 9/30/11
11/3/11 8K re: pre-arranged stock trading plan for an exec
10/25/11 8K re: results of 3Qtr
9/29/11 8K re: offer of $4 bil of notes

Travelers TRV: 10/19/11 10Q & 8K re: results for Qtr ended 9/30/11
9/20/11 8K/A re: frequency of non-binding advisory shareholder votes

United Technologies UTX: 11/16/11 8K re: edemption of $500 mil of 6/1% Notes due 5/15/12
11/15/11 8K re: $15 bil Credit Agrmt
10/24/11 10Q & 10/19/11 8K re: results for Qtr ended 9/30/11
10/18/11 8K re: Pratt & Whitney & Rolls Royce partnership to develop next generation engines for mid-size aircraft

Verizon Communications Inc. VZ: 12/6/11 8K re: election of Lowell McAdam as new CEO
12/2/11 8K re purchase of spectrum for $3.6 bil
10/25/11 10Q & 10/21/11 8K re: results for Qtr ended 9/30/11
9/14/11 8K re: presentation to Merrill Lynch Media, Communication & Entertainment Conf.

WalMart WMT: 12/8/11 8K re registration rights agreement with certain selling shareholders
12/8/11 10Q for qtr ended 10/1/11
11/15/11 8K re: results for 3 & 9 months ended 10/31/11
9/29/11 8K re: adoption of Deferred Com Plan