3/4/12 Sun/Sat Kraft's Oreo Turns 100

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Post No. 1,505 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 and Investor's Business Daily and the combined Sat/Sun issues of the Wall St. Journal and Sunday's and Saturday's issues of 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 12,977.57 down 2.73 or 0.02% from Thursday's close of 12,980.30. For the week the Dow is down 5.38 points or 0.04% from last Friday's close of 12,982.95. For the year the Dow is up 6.22%. Of the 30 Dow components 15 gained and 15 declined. The biggest gainer dollar-wise IBM $198.81 +1.28 0.65% 3,628,912 NYSE and percentage-wise was AT&T T $30.87 +0.24 0.78% 23,021,553 NYSE. The biggest decliner dollar-wise was Caterpillar CAT $112.49 -0.90 0.79% 5,340,246 NYSE and percentage-wise was American Express AXP $52.99 -0.58 1.08% 4,634,164 NYSE.

Sat WSJ "Blue chip stocks close week treading in red" by Christian Berthelsen says stocks finished slightly lower with the Dow seeing their first weekly loss in 3 weeks despite closing above 13000 on Tues. without major economic data releases or corp news to provide direction, stocks drifted lower. Indexes fell on the open continued downward until mid afternoon on Fri, then recovered & peaked briefly into positive territory before falling. The Dow fell less than the other indexes primarily on the strength of IBM which rose $1.28. The move accounted for nearly 10 points in the Dow's performance. Blue chips were weighed down by American express which declined 58 cents.

Sat NYT pB6 "energy shares are lower in a down day on Wall St" by Reuters says stocks ended the day lower on Fri but the S&P and Nasdaq indexrd still closed with weekly gains for the 8th week out of the last nine. The decline hit enerhy shares sending the S&P energy sector index down 1.1%. Exxon declined 0.6%.

Inv. Bus. Daily pA1 "Stocks mixed for week, but IBD 50 stays on top" by Paul Whitfield says stocks strayed lower Fri as volume fell on both major exchanges. The S&P lost 0.3% and the Nasdaq and NYSE were also down. The current outlook is still a confirmed uptrend.

As of the close of the market Friday, the current divisor for the Dow Jones Industrial Average found at page B5 of Saturday's Wall St. Journal is 0.132129493. Saturday's trailing P/E ratio is 14.52 down from Friday's trailing P/E ratio of 14.53 (year ago it was 14.89); Saturday's P/E estimate is 12.45 unchanged from Friday's P/E estimate of 12.45 (year ago it was 12.67) and Saturday's dividend yield is 2.50 unchanged from Friday's dividend yield of 2.50 (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 1,714.72 down 0.36 from Thursday's closing numerator of 1,715.08. 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 decrease for today by the divisor (0.132129493) you get the decrease 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 $57.16 down $0.01 from Thursday's average closing price of $57.17. The median closing price of Friday's Dow Jones Industrial Average was $49.43 (DD/HD)up $0.0715 from Thursday's median closing price of $49.36. The lowest volume was Travelers TRV $58.01 -0.41 0.7% 2,176,857 NYSE and the highest volume again was Bank of America BAC $8.13 +0.01 0.12% 142,117,460 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 lost $36 ($171,508 - $171,472).

MarketWatch Friday 3/2/12 4:10 pm by Kate Gibson says U.S. stocks and the dollar declined Friday, positioning the Dow Jones Industrial Average for its third weekly loss in nine weeks this year. Energy firms fell the most among the S&P 500 Index’s 10 major sectors as crude ended down for its first week in four. “Markets don’t move in a straight line, and obviously there’s a risk of a pullback here,” said David Kelly, chief market strategist at J.P. Morgan Funds. Off 0.1% from the week-ago close, the Dow Jones Industrial Average DJIA -0.02% fell 6.66 points, or 0.1%, to 12,973.64, with 15 of its 30 components in the red. Situated for a 0.3% weekly gain, the S&P 500 SPX -0.33% shed 4.50 points, or 0.3%, at 1,369.59, with energy firms hardest hit, a day after President Barack Obama called on Congress to end $4 billion in subsidies for oil and gasoline companies. The Nasdaq Composite COMP -0.43% declined 12.48 points, or 0.4%, to 2,976.47, a level that has it 0.4% up from last Friday’s close. For every share rising two fell on the New York Mercantile Exchange, where 460 million shares traded as of 3:20 p.m. Eastern.
Down 2.8% for the week, crude-oil futures CLJ2 -1.98% shed $2.14, or 2%, to settle at $106.70 a barrel on the New York Mercantile Exchange. The drop came after Saudi Arabia denied a report of a pipeline explosion. The report by Iran’s state-run television on Thursday briefly pushed crude above $110 a barrel. The price of crude has climbed this year on worries that a standoff between Western countries and Iran over Tehran’s nuclear program might spark conflict in the Persian Gulf region. Israeli Prime Minister Benjamin Netanyahu is expected in Washington on Monday to talk about the issue. “Israel cares much more about Iran having a bomb than the price of oil, while the West and East have an overwhelming interest in keeping the flow of oil going,” said Kelly at J.P. Morgan Funds. The dollar DXY +0.81% rose against other global currencies including the euro EURUSD -0.81% and the yen USDJPY +0.74%. While equities’ near-stead rise has many analysts, including Kelly, saying a pullback, even short-term, was likely in store.
But investors should be cautious in banking on a market retreat, given any drops could be likened to “small waves in a rising tide,” Kelly said. From his perspective, the overall economic and market climate is only getting better, as evidenced by recent data that had U.S. auto sales in February rising to their highest level since before the recession and same-store sales up 6.4% at the 18 retail chains that reported February figures. “The main stories are in place, the U.S. economy is clearly improving here, with 15 million units in vehicle sales and strong chain-store sales,” said Kelly. “Consumer spending is coming back, and what that says is, consumer confidence is coming back. That also affects hiring, business and investor behavior,” he added.

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

Symbol Last Sale Change % Change Share Volume Market

AT&T T $30.87 +0.24 0.78% 23,021,553 NYSE: Barron's value hunter at Neuberger" by karen Hube is an interview with Eli Salzmann, Portfolio Manager, Neuberger Berman Partners Fund. 6 Dow firms are listed in a sidebar that has the top 10 holdings of Neuberger Berman Partners Fund as follows in order of percentage of portfolio: Pfizer, JPMorgan, AT&T, Chevron, Intel and Cisco. Cisco makes up 2.1% of the portfolio and Pfizer is 4.2%.

Barron's p34 "Hits and misses in Barcelona" by Mark Veverka says Microsoft and Intel brought their marketing machines to the Mobile World Congress in Barcelona last year as both are playing catch up in mobile computing and communications. Microsoft unveiled its latest version of the Windows 8 operating system and its didn't disappoint AT&T announced it would sell Nokia's Lumia 900 4G smartphone in North America, where Nokia is a laggard.

WSJ pB3 "Users rip AT&T data curbs" by Anton Troianovski says AT&T is leading the charge to get consumes to pay for mobile bandwidth and is getting pushback from its announcement last week when it said its 17 mil customers who subscribed to unlimited data plans will see slower speeds if they exceed a new monthly usage cap.

Alcoa AA $10.24 -0.03 0.29% 22,336,141 NYSE: No mentions found.

American Express AXP $52.99 -0.58 1.08% 4,634,164 NYSE: Barron's p6 "March Madness" by Alan Abelson Doug Kass of Seabreeze Partners says one of his favorite shorts is American Express which over the past year has traded between $41.30 and $54.45. With the heady price of oil pushing the cost of airline tickets upward, travel is apt to suffer. Europe is in recession and the continent is 20 to 30% of American Express' billed business. Expenses for Amex are too high & in need of adjustment. There is slowing top line growth, lower quality earning and growing competition from others such as JPMorgan Sapphire card. He thinks earnings will be flat with last year's $4.10 a share which is lower than the average Street estimate. He expects the stock to decline to between $40 and $45 a share.

Barron's p22 "Elite credit-card fight" by Andrew Bary describes how JPMorgan is challenging American Express' credit card by rolling out its own series of attractive cards aimed at AmEx's well traveled and bejeweled customers. American has dominated the top end of the card market for decades and JPMorgan chase has a long way to go. Side bar compares JPM's Palladim Visa/Amex Centurion; JPM Cont'l Presidential plus MasterCard/Amex Platinum and JPM select Visa/Amex Premier rewards gold card.

Barron's p42 "Mailbag" is a letter from Eric Flamholtz, a UCLA professor who says a lot of the restructuring credit of American Express really belongs to Harvey Golub.

Bank of America BAC $8.13 +0.01 0.12% 142,117,460 NYSE: Barron's pC4 "Nickeled & dimed & dollared" says 70% of online sentiment says people are mad at BofA for their fees and 12% have sympathy for Bank of America.

Barron's p16 "Buffett Mystique hasn't boosted Berkshire" by Andrew Bary says Buffett does deals no one else can because his imprimatur is important such as Berkshire's $5 bil investment last year in Bank of America preferred stock, replete with valuable 10 year warrants to buy 700 mil common shares at $7.14. Berkshire also invested $10.9 bil in IBM last year.

Boeing BA $74.9 -0.18 0.24% 2,766,891 NYSE: No mentions found.

Caterpillar CAT $112.49 -0.90 0.79% 5,340,246 NYSE: No mentions found.

Chevron CVX $109.61 -0.15 0.14% 5,242,841 NYSE: Barron's value hunter at Neuberger" by karen Hube is an interview with Eli Salzmann, Portfolio Manager, Neuberger Berman Partners Fund. 6 Dow firms are listed in a sidebar that has the top 10 holdings of Neuberger Berman Partners Fund as follows in order of percentage of portfolio: Pfizer, JPMorgan, AT&T, Chevron, Intel and Cisco. Cisco makes up 2.1% of the portfolio and Pfizer is 4.2%

Cisco CSCO $19.76 -0.12 0.6% 27,022,737 NASDAQ-GS: Barron's value hunter at Neuberger" by karen Hube is an interview with Eli Salzmann, Portfolio Manager, Neuberger Berman Partners Fund. 6 Dow firms are listed in a sidebar that has the top 10 holdings of Neuberger Berman Partners Fund as follows in order of percentage of portfolio: Pfizer, JPMorgan, AT&T, Chevron, Intel and Cisco. Cisco makes up 2.1% of the portfolio and Pfizer is 4.2%.

Barron's p33 "Where does tech go from here? mostly up" by Tiernan Rays says household tech names have lagged behind the resurgent market just as their performance has been mostly wanting in this latest run. From '02 to '07 Intel rose 90%, Microsoft 59%, while Cisco did much better up 239%. From '07 to '12 Hewlett-Packard was cut in half, Cisco fell 40%, Microsoft fell 14% and Intel was flat.

Coke KO $69.18 -0.42 0.6% 5,830,044 NYSE: No mentions found.

Disney DIS $42.36 -0.03 0.07% 4,940,017 NYSE: No mentions found.

DuPont DD $51.45 +0.12 0.23% 3,370,565 NYSE: No mentions found.

Exxon XOM $86.33 -0.50 0.58% 11,060,733 NYSE: Sat NYT pB6 "energy shares are lower in a down day on Wall St" by Reuters says stocks ended the day lower on Fri but the S&P and Nasdaq indexrd still closed with weekly gains for the 8th week out of the last nine. The decline hit enerhy shares sending the S&P energy sector index down 1.1%. Exxon declined 0.6%.

GE $18.97 -0.15 0.78% 34,727,477 NYSE: Barron's p15 "Week preview" says on Wed GE meets with investors and on Thursday ExxonMobil meets with analysts.

Hewlett-Packard HPQ $25.32 +0.07 0.28% 22,456,160 NYSE: Barron's p33 "Where does tech go from here? mostly up" by Tiernan Rays says household tech names have lagged behind the resurgent market just as their performance has been mostly wanting in this latest run. From '02 to '07 Intel rose 90%, Microsoft 59%, while Cisco did much better up 239%. From '07 to '12 Hewlett-Packard was cut in half, Cisco fell 40%, Microsoft fell 14% and Intel was flat.

Home Depot HD $47.41 -0.05 0.11% 5,689,496 NYSE: Sun AJC pD1 "Blake: "I need a lot of really smart people around me" an interview by Henry Unger is a new weekly feature "5 Questions for the boss" in the inaugural interview Home Depot Frank Blake says a leader needs integrity, whose word everyone trusts and who has respect for people and of course, that he needs to have a lot of really smart people around him.

Intel INTC $26.915 +0.055 0.2% 29,256,597 NASDAQ-GS: Barron's value hunter at Neuberger" by karen Hube is an interview with Eli Salzmann, Portfolio Manager, Neuberger Berman Partners Fund. 6 Dow firms are listed in a sidebar that has the top 10 holdings of Neuberger Berman Partners Fund as follows in order of percentage of portfolio: Pfizer, JPMorgan, AT&T, Chevron, Intel and Cisco. Cisco makes up 2.1% of the portfolio and Pfizer is 4.2%.

Barron's p34 "Hits and misses in Barcelona" by Mark Veverka says Microsoft and Intel brought their marketing machines to the Mobile World Congress in Barcelona last year as both are playing catch up in mobile computing and communications. Microsoft unveiled its latest version of the Windows 8 operating system and its didn't disappoint AT&T announced it would sell Nokia's Lumia 900 4G smartphone in North America, where Nokia is a laggard.

Barron's p33 "Where does tech go from here? mostly up" by Tiernan Rays says household tech names have lagged behind the resurgent market just as their performance has been mostly wanting in this latest run. From '02 to '07 Intel rose 90%, Microsoft 59%, while Cisco did much better up 239%. From '07 to '12 Hewlett-Packard was cut in half, Cisco fell 40%, Microsoft fell 14% and Intel was flat.

IBM $198.81 +1.28 0.65% 3,628,912 NYSE: Sun NYT pBus 1 "Mission control, built for cities" by Natasha Singer is a lengthy article that says in the chaos that is Rio de Janeiro an IBM system gaterhs data from 30 agencies and coordinates the work of the city from a control room It is the product of an IBM unit called Smarter Cities.

Barron's p16 "Buffett Mystique hasn't boosted Berkshire" by Andrew Bary says Buffett does deals no one else can because his imprimatur is important such as Berkshire's $5 bil investment last year in Bank of America preferred stock, replete with valuable 10 year warrants to buy 700 mil common shares at $7.14. Berkshire also invested $10.9 bil in IBM last year.

Sat WSJ "Blue chip stocks close week treading in red" by Christian Berthelsen says stocks finished slightly lower with the Dow seeing their first weekly loss in 3 weeks despite closing above 13000 on Tues. without major economic data releases or corp news to provide direction, stocks drifted lower. Indexes fell on the open continued downward until mid afternoon on Fri, then recovered & peaked briefly into positive territory before falling. The Dow fell less than the other indexes primarily on the strength of IBM which rose $1.28. The move accounted for nearly 10 points in the Dow's performance. Blue chips were weighed down by American express which declined 58 cents.

JPMorgan JPM $40.63 +0.26 0.64% 34,425,394 NYSE: Barron's p14 "Week review" says JPMorgan said he expects record profits for the next year or two. Also JPMorgan and other banks were told by US regulators they may face a civil suit over allegedly misleading disclosures on subprime mortgage bonds.

Barron's p22 "Elite credit-card fight" by Andrew Bary describes how JPMorgan is challenging American Express' credit card by rolling out its own series of attractive cards aimed at AmEx's well traveled and bejeweled customers. American has dominated the top end of the card market for decades and JPMorgan chase has a long way to go. Side bar compares JPM's Palladim Visa/Amex Centurion; JPM Cont'l Presidential plus MasterCard/Amex Platinum and JPM select Visa/Amex Premier rewards gold card.

Barron's value hunter at Neuberger" by karen Hube is an interview with Eli Salzmann, Portfolio Manager, Neuberger Berman Partners Fund. 6 Dow firms are listed in a sidebar that has the top 10 holdings of Neuberger Berman Partners Fund as follows in order of percentage of portfolio: Pfizer, JPMorgan, AT&T, Chevron, Intel and Cisco. Cisco makes up 2.1% of the portfolio and Pfizer is 4.2%

Johnson & Johnson JNJ $64.77 -0.06 0.09% 5,845,263 NYSE: No mentions found.

Kraft KFT $38.25 +0.24 0.63% 7,201,334 NYSE: Sun AJC pD6 "Oreo turns 100, with nod to past" by Stuart Elliott says Oreo was first sold on March 6, 1912 to a grocer in Hoboken, NJ by the Nat'l Biscuit Co. Kraft Foods is the present owner and is readying a centennial celebration with the theme "Celebrate the kid inside."

McDonald's MCD $99.5 +0.25 0.25% 4,146,338 NYSE: Inv. Bus. Daily pB7 "McDonald's etches base: what's likely?" by Paul Whitfield says how a stock acts after breakouts can help gauge expectations. McDonald's is a stable earner with a 2.8% dividend yield. Last year it rose 31% as the market smiled on blue chips. This year it is down 1%. The articlce says "you probably can't expect supersized gains from this stock, but correctly holding the stock does reap long term rewards.

Merck MRK $37.93 +0.14 0.37% 12,691,416 NYSE: No mentions found.

Microsoft MSFT $32.075 -0.215 0.67% 46,759,699 NASDAQ-GS: Barron's p34 "Hits and misses in Barcelona" by Mark Veverka says Microsoft and Intel brought their marketing machines to the Mobile World Congress in Barcelona last year as both are playing catch up in mobile computing and communications. Microsoft unveiled its latest version of the Windows 8 operating system and its didn't disappoint AT&T announced it would sell Nokia's Lumia 900 4G smartphone in North America, where Nokia is a laggard.

Barron's p33 "Where does tech go from here? mostly up" by Tiernan Rays says household tech names have lagged behind the resurgent market just as their performance has been mostly wanting in this latest run. From '02 to '07 Intel rose 90%, Microsoft 59%, while Cisco did much better up 239%. From '07 to '12 Hewlett-Packard was cut in half, Cisco fell 40%, Microsoft fell 14% and Intel was flat.

Pfizer PFE $21.41 -0.08 0.37% 24,165,976 NYSE: Barron's value hunter at Neuberger" by karen Hube is an interview with Eli Salzmann, Portfolio Manager, Neuberger Berman Partners Fund. 6 Dow firms are listed in a sidebar that has the top 10 holdings of Neuberger Berman Partners Fund as follows in order of percentage of portfolio: Pfizer, JPMorgan, AT&T, Chevron, Intel and Cisco. Cisco makes up 2.1% of the portfolio and Pfizer is 4.2%

Procter & Gamble PG $66.67 +0.01 0.02% 6,831,625 NYSE: No mentions found.

MMM $87.52 +0.03 0.03% 2,778,227 NYSE: No mentions found.

Travelers TRV $58.01 -0.41 0.7% 2,176,857 NYSE: Barron's p15 "The great payout divide" says companies with nice yields and stock buybacks in place include Travelers and McGraw-Hill.

United Technologies UTX $84.54 +0.38 0.45% 3,550,198 NYSE: No mentions found.

Verizon VZ $38.67 +0.24 0.62% 11,815,752 DualListed: No mentions found.

Walmart WMT $59.01 +0.19 0.32% 9,754,051 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 (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 Inge Thulin replaces George W. Buckley on 2/24(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 2/11/12:

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

AT&T T: 1/26/12 two 8Ks re redemption of 6.3% Sr. notes & reduction of Citibank lending comitment to $3 bil
1/13/12 two 8Ks re: 4Q results and stock buybacks
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

Alcoa AA: 2/26/12 8K re: amendment to bylaws re: notice to shareholders
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 plannt in alcoa, tn & 2 plants in Tx
11/16/11 8K re: exec changes

American Express AXP: 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
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

Bank of Am BAC: 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
11/17/11 8K re: exchange of preferred shares
11/2/11 10Q for Qtr ended 9/30/11

Boeing BA: 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
11/14/11 8K re: $2.3 bil revolving credit agrmt.
11/1/11 8K re: exec changes

Caterpiller CAT: 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
11/18/11 8K re: past 3 monts dealer stats
11/4/11 10Q for Qtr ended 9/30

Chevron CVX: 1/27/12 two 8Ks re: 4Q results & grant of exec stock options
1/11/12 8K re: forecst for 4Q
12/12/11 8K re grant of exec stock options
11/3/11 10Q for Qtr ended 9/30/11

Cisco CSCO 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
11/22/11 10Q & 8K for Qtr ended 10/29

Coke KO 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.
11/10/11 Prospectus re: exchange of $1.6 bil of 2016 Notes

Disney DIS 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
11/23/11 10K & 11/10/11 8K re: results for fiscal year ened 10/1/11

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
11/22/11 8K : re: election of Lee M. Thomas as Director

ExxonMobil XOM: 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
11/29/11 8K re: exec changes
11/3/11 10Q for Qtr ended 9/30/11

GE: 1/20/12 8K re: 4Q results
11/8/11 10Q for Qtr ended 9/30/11

Hewlett-Packard HPQ: 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
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

Home Depot HD: 1/6/12 S-3 Shelf Registration for direct purchase of shares
11/29/11 10Q & 11/15/11 8K re: results of Qtr ended 10/31/11

Intel INTC: 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
11/4/11 10Q for Qtr ended 10/1/11

IBM: 2/9/12 8K re: underwriting agreement for 2.2% Notes due '17
2/3/12 8K re: underwriting agreeement 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
11/14/11 8K re: $10 bil Credit Agrmt

JPMorganChase JPM: 2/9/12 8K re: global settlement of mortgage foreclsure 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
11/8/11 8K re: election of James A. Bell as Dir.
11/4 28ks & 10Q re: Qtr ended 9/30/11

Johnson & Johnson JNJ : 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-!
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

Kraft KFT: 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
11/4/11 10Q & 11/2/11 8K re: Qtr ended 9/30/11

McDonald's MCD: 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%
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

Merck MRK: 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
11/10/11 8K & 11/8/11 10Q re Investor Presentation re results for Qtr ended

Microsoft MSFT: 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
11/17/11 8K re: voting results from Annual Shareholder Meeting

Pfizer PFE: 1/31/12 8K re: 4Q & full year 12/31/11 results
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:2/10/12 8K re: restructuring of Beauty & Grooming Blobal 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
11/3/11 8K re: Guidance
11/1/11 8K re: delay of sale of Pringles to Diamond Food

3M MMM: 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
11/3/11 10Q re Qtr ended 9/30/11
11/3/11 8K re: pre-arranged stock trading plan for an exec

Travelers TRV: 1/24/12 8K re: quarter results ending 12/31/11
10/19/11 10Q & 8K re: results for Qtr ended 9/30/11

United Technologies UTX: 2/9/12 10K for year ended 12/31/11
1/25/12 8K re: 4Q & full '11 year results
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

Verizon Communications Inc. VZ: 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: 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
11/15/11 8K re: results for 3 & 9 months ended 10/31/11