3/31/12 Sat. Bank of America was Best Stock of the Quarter Up 72%

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Post No. 1,552 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 recent 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 and Investor's Business Daily, the combined Saturday and Sunday's issues of the Wall St. Journal and Financial Times, Saturday's New York Times and 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 13,212.04 up 66.22 or 0.5% from Thursday's close of 13,145.82. For the week the Dow is up 131.31 points or 1% from last Friday's close of 13,080.73. For the year the Dow is up 8.14%. Of the 30 Dow components 27 gained and 3 declined. The biggest gainer dollar-wise and percentage-wise was Disney. The biggest decliner dollar-wise and percentage-wise was Intel.

Sat. WSJ pB1 "Dow starts the year with a Spring" by Jonathan Cheng says US stocks staged their strongest start to a year in more than a decade in the first quarter as investors grew emboldened by signs of an easing to Europe's debt troubles and a strengthening global economy. JPMorgan jumped 38% in the quarter. Bank of Ameica, last year's worst performing Dow component, raced up 72%.

Inv. Bus. Daily pA1 "Stocks mostly stay calm in week of some pressure" by Paul Whitfield says stocks kept their cool under pressure notching small gains for the week despite bouts of distribution. Friday's action was mostly up in higher trade. The current outlook is uptrend under pressure.

As of the close of the market on Friday, the current divisor for the Dow Jones Industrial Average found at page B6 of Saturday's Wall St. Journal is 0.132129493. Saturday's trailing P/E ratio is 14.79 up from Friday's trailing P/E ratio of 14.71 (year ago it was 14.97); Saturday's P/E estimate is 12.63 down from Friday's P/E estimate of 12.65 (year ago it was 12.63) and Saturday's dividend yield is 2.47 down from yesterday's dividend yield of 2.49 (last year it was 2.37). 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 1,745.70 up 8.75 from Thursday's closing numerator of 1,736.95. 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 $58.19 up $0.29 from Thursday's average closing price of $57.90. The median closing price of Friday's Dow Jones Industrial Average was $51.35 (DD/HD) down $0.08 from Thursday's median closing price of $51.35. The lowest volume was 3M and the highest volume again was Bank of America.

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 $875 ($174,570 - $173,695).

MarketWatch Friday 3/30/12 4:57 pm by Kate Gibson says U.S. stocks on Friday snared their biggest first-quarter gain in more than a decade, after a better-than-anticipated rise in consumer confidence and spending boosted views of the economy. The S&P 500’s 12% rise in the first quarter would represent “a stunning year, and is even more so as a quarter,” said Marc Pado, U.S. market strategist at DowBull.com. “But I do think it’s a comeback from an underexposed level for institutions; they were so scared they were hiding in defensive issues, and are now looking for opportunities to make money and not just hide. That shift alone has also helped move markets higher,” he said. Up 8.1% for the quarter, the Dow Jones Industrial Average DJIA +0.50% rose 66.22 points on Friday, or 0.5%, to 13,212, sealing its best first-quarter point gain in its history. “There is a general sense that we’ve gotten past the worst of the European crisis and the U.S. economy is gaining momentum,” said Alan Skrainka, chief investment officer at Cornerstone Wealth Management. “People are embracing the idea that maybe it is safe to go back into the stock market again,” he added. The S&P 500 SPX +0.37% climbed 5.19 points, or 0.4%, to 1,408.47, garnering its biggest first-quarter advance since 1998. Energy, healthcare and consumer staples rose the most among its 10 major industry groups, with the latter two “indicating a somewhat defensive tone,” said Michael Sheldon, chief market strategist at RDM Financial. “Today is the last day of the quarter, so there are the cross currents between under-invested portfolio managers and those taking profits after a fairly decent runup in the market so far this year,” Sheldon said on the end-of-quarter positioning. “There’s often a lot of selling of positions that didn’t quite work out, and end-of-quarter window dressing, with some shelling out a major position in Apple AAPL -1.69% of course,” said Cornerstone’s Skrainka. “A lot of managers have a lot of egg on their face since they didn’t own the stock,” he added of the technology company’s 48% climb so far this year. Shares of iPhone and iPad maker Apple dropped 1.7% on Friday. The tech-heavy Nasdaq Composite COMP -0.12% fell 3.79 points, or 0.1%, to 3,091.57, leaving it up 18.7% for the first quarter. For every share declining more than two rose on the New York Stock Exchange, where 966 million shares traded. Composite volume topped 3.6 billion. Oil prices finished at $103.02 a barrel on the New York Mercantile Exchange. Gold futures for June delivery GCM2 +0.86% gained $17, or 1%, to end at $1,671.90 an ounce on the Comex division of the Nymex. Euro-area finance ministers agreed on Friday to raise their financial firewall to 700 billion euros ($934 billion) in their latest effort to contain the region’s debt crisis. “Europe has lent banks a trillion euros, which should provide a backstop over the next several quarters. That has taken a certain amount of systemic risk off the table, at least for now,” noted Sheldon. Friday’s economic reports had the Commerce Department reporting spending rose 0.8% in February as income climbed 0.2%.
And, the University of Michigan and Thomson Reuters said consumer sentiment in March climbed to its highest level in more than a year, as Americans gained more confidence about their economic conditions. Separately, a read on business activity in the Chicago area decelerated in March, but remained above 60% for a fifth consecutive month. “There’s a general sense that we’ve gotten past the worst of the European crisis and the U.S. economy is gaining some momentum. We’re seeing more confidence on the part of investors, and that’s why they are coming into the market,” said Skrainka.

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

Symbol Last Sale Change % Change Share Volume Market

AT&T T $31.23 +0.02 0.06% 21,668,954 NYSE: Barron's p35 "Gravitational shift" by Thomas W. Hazlett says competition in mobile has supplanted competition among networks. Traditional regulators of competition are missing how the landscape is changing because the firms that operate the broadband networks such as AT&T and Verizon invest billions of dollars but the returns on their investments flow to their suppliers and their customers.

Inv. Bus. Daily pA7 "The talent for surefire alliances" by Gary Stern says MasaterCard has teamed up with Google and othe big players in mobile payments. To counter, Visa has sealed alliances with Intel and Vodafone. Isis, a nationwide mobile commerce system and jv among AT&T, T-Mobile and Verizon Wireless couldn't make a go of it and signed partnerships with MasterCard, Visa, Discover and American Express in July '11.

Alcoa AA $10.02 -0.01 0.1% 20,148,020 NYSE: WSJ pB7 "It's time to dial back on risk" by jack Hough says consumer staples such as Kellogg and Procter & Gamble are up just 4% on average. The Russell 1000 Low Beta ETF, which holds stead stocks like consumer staples firms Alcoa and Coke is up 7% this year, while its high beta counterpart, which holds economically sensitive shares such as Caterpillar and Netflix is up 16%. an analyst at Chase Investment Counsel likes firms with a history of limited trading volatility, but steady growth, like Kraft, Abbott and Colgate.

American Express AXP $57.86 -0.03 0.05% 5,759,100 NYSE: Inv. Bus. Daily pA7 "The talent for surefire alliances" by Gary Stern says MasaterCard has teamed up with Google and othe big players in mobile payments. To counter, Visa has sealed alliances with Intel and Vodafone. Isis, a nationwide mobile commerce system and jv among AT&T, T-Mobile and Verizon Wireless couldn't make a go of it and signed partnerships with MasterCard, Visa, Discover and American Express in July '11.

Bank of America BAC $9.57 +0.04 0.42% 248,388,800 NYSE: Barron's pM2 "The trader" by Vito Racanelli says the best performing stocks in the first quarter were Sears and Bank of America, up 72%. JPMorgan's TARP warrants are a bet that its stock will be at least 22% higher by 2018 than Friday's Close. All TARP warrants, including Bank of America's expire in 2018 or 2019.

Sat. WSJ pB1 "Dow starts the year with a Spring" by Jonathan Cheng says US stocks staged their strongest start to a year in more than a decade in the first quarter as investors grew emboldened by signs of an easing to Europe's debt troubles and a strengthening global economy. JPMorgan jumped 38% in the quarter. Bank of Ameica, last year's worst performing Dow component, raced up 72%.

Inv. Bus. Daily pA2 "BofA, others see target raised" says rebounding markets should bing boosted quarterly results for Bank of America, JPMorgan and Citigroup a Deutsche Bank analyst noted in upping their price targets Fri.

WSJ pB2 "Data breach sparks worry" by Robin Sidel, Andrew Johnson says hack attack at Blobal Payments is the latest in a wave of data attacks. The credit card division of JPMorgan said they are monitoring accounts and Bank of America said it would notify customers if they thought there had been a compromise at a 3rd party location.

Fin Times p11 "energy woe fails to eclipse broader gains for the year" by Arash Massoudi says a disappointing month for energy stocks failed to slow down the S&P as it notched up its best first quarter in more than a decade led by tech and fin' shares. Bank of America which passed the Fed's stress tests but declined to return capital to shareholders earlier this month has been the best performer among the major banks. shares in Bofa re up more than 20% vs. JPMorgan's rise of 17.8% for March.

Sat. NYT pB8 "After 1Q rally, prospect of a slip looms" by Nathaniel Popper says stocks shot out of the gate in '12 to post their best 1Q in 14 years but a familiar anxiety is creeping back into the markets.

Boeing BA $74.37 +0.29 0.39% 3,196,698 NYSE: WSJ pB4 "US seeks WTO help on Airbus" by Tom Barkley, Sat. NYT pB5 "US to move for penalties in Airbus case" by Reuters say the WTO has found that govs on both sides of the Atlantic provide billions of dollars in unfair support to Airbus and Boeing. Now the US is claiming that Brussels failed to halt billions in subsidies for Airbus.

Caterpillar CAT $106.52 +0.50 0.47% 4,769,508 NYSE: WSJ pB7 "It's time to dial back on risk" by jack Hough says consumer staples such as Kellogg and Procter & Gamble are up just 4% on average. The Russell 1000 Low Beta ETF, which holds stead stocks like consumer staples firms Alcoa and Coke is up 7% this year, while its high beta counterpart, which holds economically sensitive shares such as Caterpillar and Netflix is up 16%. an analyst at Chase Investment Counsel likes firms with a history of limited trading volatility, but steady growth, like Kraft, Abbott and Colgate.

Chevron CVX $107.21 +0.36 0.34% 6,022,196 NYSE: No mentions found.

CSCO $21.15 +0.12 0.57% 35,647,513 NASDAQ-GS: No mentions found.

Coke KO $74.01 +0.20 0.27% 13,238,939 NYSE: WSJ pB7 "It's time to dial back on risk" by jack Hough says consumer staples such as Kellogg and Procter & Gamble are up just 4% on average. The Russell 1000 Low Beta ETF, which holds stead stocks like consumer staples firms Alcoa and Coke is up 7% this year, while its high beta counterpart, which holds economically sensitive shares such as Caterpillar and Netflix is up 16%. an analyst at Chase Investment Counsel likes firms with a history of limited trading volatility, but steady growth, like Kraft, Abbott and Colgate.

Disney DIS $43.78 +0.77 1.79% 9,082,800 NYSE: No mentions found.

DuPont DD $52.9 +0.15 0.28% 4,320,684 NYSE: No mentions found.

Exxon XOM $86.73 +0.65 0.76% 12,723,026 NYSE: Barron's p12 "Week Review" says Exxon, ConnocoPhillips and BP and Alaska's governor agreed to settle a dispute that will allow for a N. Slope gas pipeline & gas export terminal to be build.

GE $20.07 +0.12 0.6% 40,778,770 NYSE: No mentions found.

Hewlett-Packard HPQ $23.83 +0.32 1.36% 16,886,954 NYSE: No mentions found.

Home Depot HD $50.31 +0.40 0.8% 7,659,095 NYSE: No mentions found.

Intel INTC $28.115 -0.045 0.16% 42,970,932 NASDAQ-GS: Inv. Bus. Daily pA7 "The talent for surefire alliances" by Gary Stern says MasaterCard has teamed up with Google and othe big players in mobile payments. To counter, Visa has sealed alliances with Intel and Vodafone. Isis, a nationwide mobile commerce system and jv among AT&T, T-Mobile and Verizon Wireless couldn't make a go of it and signed partnerships with MasterCard, Visa, Discover and American Express in July '11.

IBM $208.65 +0.38 0.18% 3,201,531 NYSE: No mentions found.

JPMorgan JPM $45.98 +0.31 0.68% 24,975,741 NYSE: Barron's pM2 "The trader" by Vito Racanelli says the best performing stocks in the first quarter were Sears and Bank of America, up 72%. JPMorgan's TARP warrants are a bet that its stock will be at least 22% higher by 2018 than Friday's Close. All TARP warrants, including Bank of America's expire in 2018 or 2019.

Barron's pM2 "The trader" by Vito Racanelli says the best performing stocks in the first quarter were Sears and Bank of America, up 72%. JPMorgan's TARP warrants are a bet that its stock will be at least 22% higher by 2018 than Friday's Close. All TARP warrants, including Bank of America's expire in 2018 or 2019.

WSJ pB2 "Data breach sparks worry" by Robin Sidel, Andrew Johnson says hack attack at Blobal Payments is the latest in a wave of data attacks. The credit card division of JPMorgan said they are monitoring accounts and Bank of America said it would notify customers if they thought there had been a compromise at a 3rd party location.

Sat. WSJ pB1 "Dow starts the year with a Spring" by Jonathan Cheng says US stocks staged their strongest start to a year in more than a decade in the first quarter as investors grew emboldened by signs of an easing to Europe's debt troubles and a strengthening global economy. JPMorgan jumped 38% in the quarter. Bank of Ameica, last year's worst performing Dow component, raced up 72%.

Fin Times p11 "energy woe fails to eclipse broader gains for the year" by Arash Massoudi says a disappointing month for energy stocks failed to slow down the S&P as it notched up its best first quarter in more than a decade led by tech and fin' shares. Bank of America which passed the Fed's stress tests but declined to return capital to shareholders earlier this month has been the best performer among the major banks. shares in Bofa re up more than 20% vs. JPMorgan's rise of 17.8% for March.

Johnson & Johnson JNJ $65.96 +0.42 0.64% 11,238,255 NYSE: No mentions found.

Kraft KFT $38.01 +0.20 0.53% 8,384,685 NYSE: WSJ pB7 "It's time to dial back on risk" by jack Hough says consumer staples such as Kellogg and Procter & Gamble are up just 4% on average. The Russell 1000 Low Beta ETF, which holds stead stocks like consumer staples firms Alcoa and Coke is up 7% this year, while its high beta counterpart, which holds economically sensitive shares such as Caterpillar and Netflix is up 16%. an analyst at Chase Investment Counsel likes firms with a history of limited trading volatility, but steady growth, like Kraft, Abbott and Colgate.

McDonald's MCD $98.1 +0.46 0.47% 4,412,458 NYSE: No mentions found.

Merck MRK $38.4 +0.39 1.03% 14,103,268 NYSE: No mentions found.

Microsoft MSFT $32.255 +0.135 0.42% 31,730,931 NASDAQ-GS: Barron's p26 "Tech trader" by Tiernan Ray, WSJ pB16 "Time to catch a falling Blackberry?" by Rolfe Winkler say the conventional wisdom is that Microsoft is the most logibal bidder for troubled RIM but it has no need for RIM now that it is unleashing smartphones with Nokia.

Pfizer PFE $22.645 +0.225 1% 33,820,566 NYSE: Barron's p24 "A fin'l sleuth finds a world of abuses" by Vito Racanelli says in Dec Mylan bought the rights to a Pfizer inhalation tech platform for $348 mil.

Procter & Gamble PG $67.21 +0.20 0.3% 8,663,198 NYSE: WSJ pB7 "It's time to dial back on risk" by jack Hough says consumer staples such as Kellogg and Procter & Gamble are up just 4% on average. The Russell 1000 Low Beta ETF, which holds stead stocks like consumer staples firms Alcoa and Coke is up 7% this year, while its high beta counterpart, which holds economically sensitive shares such as Caterpillar and Netflix is up 16%. an analyst at Chase Investment Counsel likes firms with a history of limited trading volatility, but steady growth, like Kraft, Abbott and Colgate.

MMM $89.21 +0.44 0.5% 2,471,147 NYSE: No mentions found.

Travelers TRV $59.2 +0.55 0.94% 2,615,218 NYSE: No mentions found.

United Technologies UTX $82.94 +0.62 0.75% 3,496,598 NYSE: No mentions found.

Verizon VZ $38.23 +0.16 0.42% 12,013,228 DualListed: Barron's p35 "Gravitational shift" by Thomas W. Hazlett says competition in mobile has supplanted competition among networks. Traditional regulators of competition are missing how the landscape is changing because the firms that operate the broadband networks such as AT&T and Verizon invest billions of dollars but the returns on their investments flow to their suppliers and their customers.

Inv. Bus. Daily pA7 "The talent for surefire alliances" by Gary Stern says MasaterCard has teamed up with Google and othe big players in mobile payments. To counter, Visa has sealed alliances with Intel and Vodafone. Isis, a nationwide mobile commerce system and jv among AT&T, T-Mobile and Verizon Wireless couldn't make a go of it and signed partnerships with MasterCard, Visa, Discover and American Express in July '11.

Walmart WMT $61.2 +0.38 0.62% 6,925,678 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 Meg Whitman (Palo, Alto, CA)
Home Depot HD Frank Blake (Atlanta, GA)
Intel INTC Paul S. Otellini (Santa Clara, CA)
IBM Virginia M. Rometty (Armonk, NY)
JPMorgan Chase JPM Jamie Dimon (NY, NY)
Johnson & Johnson JNJ William C. Weldon to be replaced by Alex Gorsky 4/24/12 (New Brunswick, NJ)
Kraft KFT Irene Rosenfeld (Northfield, Ill.)
McDonald's MCD Jim Skinner to be replaced July 1 by Don Thompson (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 Inge Thulin (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 3/7/12 followed by number of shares outstanding rounded to the nearest 1/2 billion:

1. Exxon Mobil XOM $404.5 [5]
2. IBM 229 [1]
3. Microsoft MSFT 268 [8.5]
4. Chevron CVX 216.5 [2]
5. WalMart WMT 205 [3.5]
6. GE 198.5 [10.5]
7. Procter & Gamble PG 183.5 [3]
8. AT&T T 183 [6]
9. Johnson & Johnson JNJ 176.5 [3]
10. Pfizer PFE 161 [7.5]
11. Coke KO 155.5 [2.5]
12. JPMorgan Chase JPM 152.5 [4]
13. Intel INTC 137 [5]
14. Merck MRK 113.5 [3]
15. Verizon VZ 110 [3]
16. Cisco CSCO 104.5 [5.5]
17. McDonald's MCD 102 [1]
18. Bank of America BAC 86 [10.5]
19. United Technologies UTX 75 [1]
20. Disney DIS 75 [2]
21. Home Depot HD 73 [1.5]
22. Caterpillar CAT 70 [.5]
23. Kraft KFT 67 [2]
24. American Express AXP 61 [1]
25. 3M MMM 59.5 [.5]
26. Boeing BA 55 [1]
27. Hewlett-Packard HPQ 48 [2]
28. DuPont DD 47 [1]
29. Travelers TRV 22.5 [.5]
30. Alcoa AA 10 [1]

Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 3/7/12:

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

AT&T T: 2/29/12 8K re: redemption of 5.87% Notes due 5/15/12
2/24/12 10K for FY ended 12/31/11
2/21/12 Prelim Proxy re: Annual Meeting of Stockholders on 4/27/12 Grand America Hotel, Salt Lake City, Utah
2/13 8K re: sale of $3 bil Global Notes
1/26/12 two 8Ks re redemption of 6.3% Sr. notes & reduction of Citibank lending commitment to $3 bil
1/13/12 two 8Ks re: 4Q results and stock buybacks

Alcoa AA: 2/26/12 8K re: amendment to bylaws re: notice to shareholders
3/1/12 Prelim Proxy re: Annual Meeting of Shareholders 5/4/12 Fairmont Hotel, Pittsburgh, PA
2/28/12 10K/A & 2/16/12 10K for FY ended 12/31/11
1/19/12 8K re: Sir Martin Sorrell's appointment to Board of Dirs
1/12/12 8K e: transcript of 4Q earnings call
1/10 8K re: 4Q results
1/6/12 8K re: closing of smelter plant in Alcoa, Tn & 2 plants in Tx

American Express AXP: 3/2/12 Prelim Proxy re: Annual Meeting of Shareholders 4/30/12 American Express HQ, NYC
2/29/12 & 2/24/12 10K/A & 10K for FY ended 12/31/11
2/15/12 8K re: Deling & write-off stats for 3 months ended 1/31/12
2/13/12 8K re: retirement of Director Dan Akerson
2/9/12 8K re: Investor presentation
1/27/12 8K re: amendment to '07 Incentive Comp Plan
1/19 8K re: 4Q & FY '11 results
1/17/12 8K re: delinq. & write-off stats thru 12/31/11
12/15/11 8K re: delinq. & write-off stats for prior 3 months

Bank of Am BAC: 2/23/12 10K for FY ended 12/31/11
2/10/12 8K re: settlement of mortgage abuse case with state & fed regulators
1/19/12 4Q & FY '11 results
1/13/12 8K re: restated indenture
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

Boeing BA: 2/29/12 8K re: grant of stock options to exec
2/9/12 10K for year ended 12/31/11
1/25/12 8K re: 4Q results
12/15/11 8-K/A election of Gregory D. Smith as CFO

Caterpillar CAT: 2/21/12 10K for FY ended 12/31/11
2/21/12 8K re: Jan '12 dealer stats
1/26/12 two 8Ks re: 4Q & full year '11 results & dealer stats.
12/19/11 8K re pst 3 months dealer stats.
12/16/11 8K re extension of stock repurchase plan

Chevron CVX: 2/23/12 10K for FY ended 12/31/11
1/27/12 two 8Ks re: 4Q results & grant of exec stock options
1/11/12 8K re: forecast for 4Q
12/12/11 8K re grant of exec stock options

Cisco CSCO : 2/21/12 10Q for Qtr ended 1/28/12
2/17/12 8K re: $3 bil credit agreement with Bank of America
2/8/12 8K re: 2Q results
12/16/11 8K re pre-arranged exec stock trading plan
12/8/11 8K re amendment of stock option plan

Coke KO 2/23/12 10K for FY ended 12/31/11
2/21/12 8K re: election of Robert A. Kotick as Dir.
2/15/12 8K re: adoption of restricted stock plan
2/7/12 8K re: 4Q & full year '11 results
12/19/11 re election of ex Mayor of Chicago Richard M. Daley to Board of Dirs.

Disney DIS 2/13/12 8K re: sale of $1 bil of 1.125% Global Notes due '17
2/7/12 10Q for 12/31/11
2/7/12 8K re: 1Q results
1/20/12 Proxy re: annual mtg of shareholders on 3/13/12 at 10 am at Westin, Kansas City
12/1/11 8K re sale of $1.6 bil of Global Notes

DuPont DD: 2/9/12 10K re: FY ended 12/31/11
1/25/12 8K re: comp to CEO Ellen Kullman
1/24/12 8K re: Qtr ended 12/31/11 results

ExxonMobil XOM: 2/29/12 8K re: election of Henrietta H. Fore as Dir.
2/24/12 10K for FY ended 12/31/11
2/23/12 8K re: worldwide proved oil & gas reserves
1/31/12 8K re: 4Q results
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

GE: 1/20/12 8K re: 2/24/12 10K re: FY ended 12/31/11

Hewlett-Packard HPQ: 2/22/12 8K re: 1Q results ended 1/31/12
2/3/12 Proxy re: 3/21/12 annual meeting of shareholders at Santa Clara, CA Convention Ctr.
1/30/12 8K re: Lawrence Babbio retiring from Board of Dirs.
1/20/12 8K re: Sari Baldauf retiring from Board of Dirs.
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

Home Depot HD: 2/21/12 8K re: FY '11 results & FY '12 guidance
1/6/12 S-3 Shelf Registration for direct purchase of shares

Intel INTC: 2/28/12 8K re: expansion of JV with Micron Tech for flash memory
2/23/12 10K for FY ended 12/31/11
2/9/12 8K re: settlement of antitrust case beought by NY Atty Gen'l
1/20/12 8K re: appointment of Brian M. Krzanich as COO
1/20/12 8K & 1/19/12 8K re: Qtr & FY 12/31/11 results

IBM: 2/28/12 10K for FY ended 12/31/11
2/9/12 8K re: underwriting agreement for 2.2% Notes due '17
2/3/12 8K re: underwriting agreement for notes due '15 - '17
2/3/12 8K re: exec salaries for top 5 execs
1/3/12 8K re: election of CEO Virginia Rometty & also David Farr to Board of Dirs
1/20/12 8K, 1/19/12 8K, & 1/3/12 8K re: results for FY 12/31/11

JPMorganChase JPM: 3/1/12 8K re: 2/28/12 Investor Day Presentation
2/29/12 10K for FY ended 12/31/11
2/9/12 8K re: global settlement of mortgage foreclosure suits brought by state & fed regulators
1/23/12 8K re: issuance of $3.25 bil notes
1/13/12 two 8Ks re: 4Q results
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

Johnson & Johnson JNJ : 2/23/12 10K for FY ended 12/31/11
2/21/12 8K re: election of Alex Gorsky as CEO & Dir as of 4/26/12
1/24/12 8K re: 4Q & FY 12/31/12 results
1/13/12 8K re: stock option form certificates
12/13/11 8K re closing of divestiture of assets of Ortho Dematologics division which made Retin-1.

Kraft KFT: 2/27/12 10K for FY ended 12/31/11
2/21/12 2 8Ks re: '11 operating results & 4Q results
1/17/12 8K re: forecast of '11 results
1/10/12 8K re: issuance of $800 mil floating rate notes
1/9/12 8K re: execs named for spin-off of N. Amer. grocery business
12/5/11 8K re appointment of Irene Rosenfeld to lead Global Snacks and Tony Vernon as CEO fo N. American Grocery company

McDonald's MCD: 3/7/12 Prelim Proxy re: Annual Meeting of Shareholders 5/24/12 at McDonald's HQ Oak Brook, Ill.
2/24/11 10K for FY ended 12/31/11
2/10/12 8K re: grant of exec stock options
2/8/12 8K re: Jan '12 sales
2/7/12 8K re: issuance of $750 mil med term notes
1/31/12 8K re: exec comp awards to 5 top execs
1/24/12 8K re: 4Q & FY 12/31/11 results
12/2/11 8K re Nov sales rose 7.4%

Merck MRK: 2/28/12 10K for FY ended 12/31/11
2/9/12 8K re: Dr. Thomas Shenk retiring from Board of Dirs.
2/2/12 8K re: full year & 4Q results 12/31/11
1/13/12 8K re: settlement of shareholder derivative suit in US Dist Ct. New Jersey
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

Microsoft MSFT: 2/27/12 8K re: election of John W. Thompson as Dir.
1/27/12 10Q/A & 1/19/12 10Q for year ended 12/31/11
1/19/12 8K re: 2Q 12/31/11 results
12/22/11 8K/A re frequency of advisory votes on exec pay

Pfizer PFE: 2/28/12 10K for FY ended 12/31/12
1/31/12 8K re: 4Q & full year 12/31/11 results
12/13/11 8K re election of 3 new members to Board

Procter & Gamble PG:2/23/12 8K re: Consumer Analyst Conference slides 2/23/12
2/15/12 8K re: sale of Pringles to Kellogg for $2.7 bil in cash
2/10/12 8K re: restructuring of Beauty & Grooming Global Business Unit
2/6/12 8K re: issuance of $2 bil 2.3% & floating rate notes
1/27/12 10Q & two 8Ks re: 12/31/11 results
1/17/12 8K re: change to segment reporting structure
1/10/12 8K re: declaration of quarterly dividend of 52 & half cents per share

3M MMM:2 8ks 2/21/12 & 2 8ks 2/16/12 re: exec pre-arranged stock trading plans
2/16/12 10K FY 12/31/11
2/8/12 8K re: Inge G. Thulin replacing George W. Buckley as CEO on 2/24/12
1/26/12 8K re: 4Q & full FY 12/31/11 results
12/6/11 8K re eps guidance

Travelers TRV: 2/16/12 10K FY 12/31/11
1/24/12 8K re: quarter results ending 12/31/11

United Technologies UTX: 2/24/12 Def. Proxy re: 4/11/12 Annual Meeting of Shareholders Riviera Theatre Charleston, SC
2/17/12 8K re: election of Pedro Baranda as Pres. of Otis Elevator
2/9/12 10K for year ended 12/31/11
1/25/12 8K re: 4Q & full '11 year results

Verizon Communications Inc. VZ: 2/24/12 10K FY 12/31/11
1/24/12 8K re: 4Q results & '12 outlook
1/6/12 8K re: investor presentation
12/6/11 8K re: election of Lowell McAdam as new CEO
12/2/11 8K re purchase of spectrum for $3.6 bil

WalMart WMT: 2/21/12 8K re: 4Q results
1/25/12 8K re: election of Rosalind Brewer as CEO of Sam's Club
12/8/11 8K re registration rights agreement with certain selling shareholders
12/8/11 10Q for qtr ended 10/1/11