Tuesday, April 24, 2012

4/24/12 Tues pm Dow Closes at 13,001.56 up 74.39 or 0.58%

www.DowJonesMonitor.com

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Post No. 1,591 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 as of April 15, 2012.

The Dow Jones Industrial Average closed Tuesday at 13,001.56 up 74.39 or 0.58% from Monday's close of 12,927.17. Of the 30 Dow components 24 gained, Merck was unchanged and  5 declined. The biggest gainer dollar-wise was Caterpillar and percentage-wise was  AT&T. The biggest decliner dollar-wise and percentage-wise was Walmart.

As of the open of the market on Tuesday the current divisor for the Dow Jones Industrial Average found at page C4 of Tuesday's Wall St. Journal is 0.132129493. Tuesday's trailing P/E ratio is 14.44 down from yesterday's trailing P/E ratio of 14.55 (year ago it was 14.70); today's P/E estimate is 12.32 unchanged from Monday's P/E estimate of 12.32  (year ago it was 12.65) and today's dividend yield is 2.54 unchanged from yesterday's dividend yield of 2.54 (last year it was 2.35). 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.

Tuesday's Dow Jones Industrial Average closing numerator was 1,717.88 up 9.82  from Monday's closing numerator of 1,708.06. 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 Tuesday's Dow Jones Industrial Average was $57.27 up  $0.33 from Monday's average closing price of $56.94. The median closing price of Tuesday's Dow Jones Industrial Average was $51.96 (DD/HD) up$0.50 from Monday's median closing price of $51.46. The lowest volume was United Technologies and the highest volume again was Bank of America.

If Tuesday 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   $922 ($171,788 - $170,805.91 ).

MarketWatch Tuesday 4/24/12 4:36 pm by Kate Gibson says U.S. stocks  mainly rose Tuesday as investors embraced corporate results but sold shares of Apple Inc. ahead of the iPad maker’s quarterly report after the close. “At least we have a day, for the first time in two weeks, where we can focus on the United States and the first-quarter earnings season. And, earnings season seems to be winning today, at least as it pertains to the Dow and the S&P 500,” said Art Hogan, a strategist at Lazard Capital Markets. The Dow Jones Industrial Average DJIA +0.58% rose 74.39 points, or 0.6%, to 13,001.56. AT&T Inc.  T +3.63% led the index’s gains after the phone company reported first-quarter earnings above Wall Street’s estimates as wireless subscribers racked up more time online. “World growth is still alive and well,” said Jack Ablin, chief investment officer at Harris Private Bank in Chicago, after 3M Co. MMM +1.56% topped first-quarter profit expectations, with the Dow Jones Industrial Average component and maker of Post-it Notes benefiting from U.S. industrial demand.
The S&P 500 indexSPX +0.37% added 5.03 points, or 0.4%, to 1,371.97, with telecommunications fronting gains among the index’s 10 sectors and tech stocks faring the worst. Of the roughly 130 S&P 500 companies that have reported so far, 83% have beat on earnings, 73% have beat on revenues, and year-over-year earnings growth is 6.3% versus expectations of about 1%, according to Hogan’s tally.
The Nasdaq Composite /quotes/zigman/123127 COMP -0.30% fell 8.85 points, or 0.3%, to 2,961.60.
For every share declining more than two gained on the New York Stock Exchange, where 748 million shares traded. Composite volume neared 3.6 billion. Netflix Inc. NFLX -13.90% shares tumbled 14% after the online video-streaming provider reported first-quarter results late Monday. “Netflix disappointed yesterday and is suffering as a result, but we have decent numbers coming from some industrial-type companies that mitigated that,” said Peter Tuz, president at Chase Investment Counsel Corp. in Charlottesville, Va. Shares of Apple AAPL +6.64% fell 2% ahead of the company’s earnings release after the close. It was the stock’s 10th down day in 11 sessions and extends a loss from its record high close on April 9 to 12%. Tuz said Apple investors were focusing on AT&T results, which showed sales of iPhones were less than expected by some analysts. Still, Tuz added, Apple tends to “beat quite handily and be conservative on their guidance.” “It’s been a tremendous stock, but in the last month or so, it has started to wobble as the thought is, ‘how much better can it get?’” Tuz added.
“It’s remarkable the market is doing as well as it is in the face of Apple’s decline this month,” said Ablin of the technology bellwether’s pullback — down 6.6% so far in April. Apple, which represents 4% of the S&P 500, is breathing “rarified air, very few companies get there and stay there very long,” Ablin added of the company’s outsized impact on the overall market. “I think it’s only been five in history, and they haven’t stayed there more than a few months,” Ablin added. Economic data reported Tuesday proved a mixed bag, with a gauge of consumer confidence dipping some but little changed in April, while sales of new homes for March came in stronger than anticipated, signaling some stabilization in the beleaguered real-estate market. A third report showed home prices in 20 U.S. metropolitan areas in February falling 3.5% from the year-earlier period, the smallest 12-month decline since early 2011.
Tuesday's Closing Dow Numbers:

SymbolLast SaleChange% ChangeShare VolumeMarket
TNYSE
AANYSE
AXPNYSE
BACNYSE
BANYSE
CATNYSE
CVXNYSE
CSCONASDAQ-GS
KONYSE
DISNYSE
DDNYSE
XOMNYSE
GENYSE
HPQNYSE
HDNYSE
INTCNASDAQ-GS
IBMNYSE
JPMNYSE
JNJNYSE
KFTNYSE
MCDNYSE
MRKNYSE
MSFTNASDAQ-GS
PFENYSE
PGNYSE
MMMNYSE
TRVNYSE
UTXNYSE
VZDualListed
WMTNYSE


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The following are excerpts from Tuesday morning's Blog.

A read of the print editions of Tuesday's Wall St. Journal, Financial Times, Investor's Business Daily, New York Times, USA Today,  Atlanta Journal Constitution & 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 a separate table of Dow component's symbol and Monday's stock prices and related data in alphabetical order.

Dow Jones Industrial Average The Dow Jones Industrial Average closed Monday at 12,927.17 down 102.09 or 0.78% from Friday's close of 13,029.26. For the year the Dow is up 5.81%. Of the 30 Dow components 27 gained and 3 declined. The biggest gainer dollar-wise and percentage-wise wa sExxon . The biggest decliner dollar-wise and percentage-wise was Walmart.

WSJ pC1 "Europe woe stirs hunt for havens" by Tom Lauricella says growing political uncertainty in Europe coupled with new evidence of economic weakness on the Continent rattled global stock & bond investors Mon.  Walmart was charted under Bad News due to the Mexican scandal.

NYT pB8 "European debt concerns prompt a major sell off" by Reuters says stocks fell on Mon as political turmoil in Europe cast doubts on the euro zone's ability to push through measures to end its debt crisis and as Walmart sank after a report it had not taken adequate measures after a bribery investigation.

Fin Times p22 "Walmart slips following media allegations of Mexico bribery" by Arash massoudi says Walmart shares dropped more than 4% as investors reacted to allegations that it sought to cover up a bribery campaign that fuelled its Mexican growth.  Elsewhere poor manufacturing data out of Europe and renewed concerns over instability in the eurozone added to Wall St's woes.  

Inv. Bus. Daily pA1 "Indexes slide; nasdaq hits 6 week low" by Victor Reklaitis says stocks stumbled Mon amid troubling overseas news.  The nasdaq dropped to its lowest level in more than a month but then bounced back to trim its loss.  Monday's action saw broad losses in lower trade as the market is still in a correction.

USA Today p1B "Volatility returns to markets" by Matt Krantz says stocks are returning to their wild and crazy days jolting investors to attention after lulling them with a surprisingly tranquil start to the year.


Monday's Dow Jones Industrial Average closing numerator was 1,708.06 down 13.48 from Friday's closing numerator of 1,721.54. 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 thedecrease 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 Monday's Dow Jones Industrial Average was $56.94 dpwm $0.44 from Friday's average closing price of $57.38. The median closing price of Friday's Dow Jones Industrial Average was $51.46 (DD/HD) down $0.60 from Friday's median closing price of $52.04. The lowest volume was 3M and the highest volume again was Bank of America.

If Monday 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 $1,348 ($172,154 - $170,805.91 ).

MarketWatch Monday 4/23/12 4:59 pm by Kate Gibson says U.S. stocks went into widespread retreat Monday as investors reacted to political uncertainty in Europe and a report alleging that Wal-Mart paid bribes in Mexico. The combination of some weaker-than-expected U.S. economic reports and the lack of clarity over Europe’s ability to get a handle over its sovereign debt has led to increased volatility, she added. “The market is now wondering if Q1 was just a pull forward because of good weather,” according to Miletti, who cautioned against reading too much into a small window of indicators. The Dow Jones Industrial Average WMT-4.66% ended down 102.09 points, or 0.8%, at 12,927.17, with shares of Wal-Mart WMT-4.66% hardest hit among the index’s 30 components. All but three stocks closed lower. The discount retailer’s shares fell 4.7%, their worst day since August, after the New York Times reported that top executives at a subsidiary allegedly undertook a large-scale bribery campaign to construct stores across Mexico. “These fines could be up toward $1 billion when you look at the crimes they are being accused of,” said Art Hogan, head of product strategy at Lazard Capital Markets. The S&P 500 Index SPX-0.84% declined 11.59 points, or 0.8%, at 1,366.94, with consumer staples battered the most among the index’s 10 industry groups. All closed with losses; energy performed the best. Among the S&P’s top decliners, Kellogg Co. K -6.09% shares tumbled 6.1% after the cereal maker cut its 2012 forecast. SunTrust Banks Inc. STI+2.79% rallied 2.8%, making it the second-best S&P 500 performer, after the lender reported first-quarter profits that topped estimates. The Nasdaq Composite Index COMP-1.00% tumbled 30 points, or 1%, at 2,970.45. Apple Inc. AAPL-0.22% , which makes up about 12% of the index, ended down 0.2% after a choppy day that extended the stock’s recent bout of volatility. For every stock advancing more than three fell on the New York Stock Exchange, where about 784 million shares traded. NYSE-listed shares traded across all exchanges were near 3.6 billion. Nasdaq composite volume was more than 1.7 billion. After Tuesday’s closing bell, Apple is scheduled to report quarterly results.“They haven’t had a disappointing earnings-reporting season in quite some time, and we doubt very much they are going to reverse that soon, unless of course something has structurally changed in the consumer-demand process,” said Hogan at Lazard Capital. French President Nicolas Sarkozy lost the first round of his re-election bid, with the politician facing an uphill battle in a May 6 runoff against Fran├žois Hollande, the Socialist front-runner in Sunday’s balloting. Hollande has vowed to renegotiate a deficit-cutting agreement touted by German Chancellor Angela Merkel that has yet to be ratified.Discord over planned austerity also prompted Dutch Prime Minister Mark Rutte to offer his cabinet’s resignation. French presidential elections could prove “disruptive to some of the work that both France and Germany and the entire EU have done to sort of stem the tide of the European sovereign-debt crisis,” commented Hogan. Oil prices fell 0.7%, with the futures contract for June deliveryCLM2+0.06% off 77 cents at $103.11 a barrel on the New York Mercantile Exchange. Gold prices retreated 0.6%, with the futures contract for June deliveryGCM2+0.37% losing $10.20 to settle at $1,632.60 an ounce on the Comex division of Nymex. The dollar gained versus other global currencies DXY+0.29% , including the euro EURUSD -0.0286% . Treasury prices rallied, with the benchmark 10-year note yield10_YEAR -0.21% falling to 1.9413%. “The still-loud calls for higher bond yields (and lower prices) have yet to actually happen, as the 10-year Treasury note remains around the 2% level, up slightly from year-end, but nowhere near the disaster that had been predicted,” wrote Paul Nolte, managing director at Dearborn Partners, in weekly commentary emailed Monday.

Below are the Dow thirty companies followed by Tuesday's news followed by Monday's Closing Dow Numbers:

AT&T:  No mentions found.

Alcoa: No mentions found.

American Express: No mentions found.

Bank of America:   WSJ pC10 "Banks are back on pay escalator" by David Reilly says combined total comp for the 5 top exec at the 6 jbiggest banks, including JPMorgan and Bank of America was nearly $400 mil in '11 up 18% from '10.

Boeing:  WSJ pB3 "United nears deal to acquire Boeing jets" by Dan Michaels says Untied will finalize a deal to buy more than 100 Boeing 737 single aisle jets.

Inv. Bus. Daily pA3 "He catapulted America's arsenal of democracy" by Scott Smith profiles Philip Johnson who oversaw production of Boeing's WWII B-17 production.

Caterpillar: No mentions found.

Chevron: No mentions found.

Cisco: No mentions found.

Coke: No mentions found.

Disney: No mentions found.

DuPont: No mentions found.

Exxon: No mentions found.

GE: No mentions found.

Hewlett-Packard: No mentions found.

Home Depot: No mentions found.

Intel:  WSJ pB6 "Intel microprocessors debut; ultrachip months off" says Intel unveiled the first models of a chip family called Ivy Bridge which will be in PC on 4/29.

IBM: No mentions found.

JPMorgan:  WSJ pC10 "Banks are back on pay escalator" by David Reilly says combined total comp for the 5 top exec at the 6 jbiggest banks, including JPMorgan and Bank of America was nearly $400 mil in '11 up 18% from '10.

Johnson & Johnson: No mentions found.

Kraft: No mentions found.

McDonald's: No mentions found.

Merck: No mentions found.

Microsoft:  NYT pB1 "$550 Mil patent pact for Facebook & Microsoft" by Nick Wingfield,  Fin Times p16 "Facebook to pay $550 mil for batch of Microsoft patetns" by Richard Waters,  AJC pA8 ":Microsoft, Facebook do deal on AOL patents" say Microsoft which just bought patents from AOL for $1 bil is now selling most of them to Facebook for $550 mil.

 WSJ pB1 "The 2 horse smartphone race" by Jessica Vascellaro says  Verizon's investors are irked by the cost of carrying the iPhone said it would support phones powered by Microsoft Windows.

Pfizer:  WSJ pB2 "Nestle wins Pfizer auction" by Dana Cimilluca,  Fin Times p16 "Nestle sees off rival to secure Pfizer unit" by Andrew Jack, USA Today p1B "Nestle to buy Pfizer unit in $11.9 bil deal", NYT pB3 "Nestle to buy Pfizer unit for $11.9 bil" by Mark Scott, AJC pA8 "Nestle to pay $11.85 bil for Pfizer baby product" say this is for Pfizer's infant nutrition biz.

Procter & Gamble: No mentions found.

3M: No mentions found.

Travelers: No mentions found.

United Technologies: No mentions found.

Verizon:  WSJ pB1 "The 2 horse smartphone race" by Jessica Vascellaro says  Verizon's investors are irked by the cost of carrying the iPhone said it would support phones powered by Microsoft Windows.

Walmart:  Fin times p13 "Walmart hit by Mexico claims" by Barney Jopson, WSJ pC10 "Walmart's Mexican mess" by Justin Lahart, WSJ pB2 "Walmart shares hit by probe" by Andrew Ackerman, USA Today p2B "Walmart stock sldies on bribery scrutiny" by AP,  NYT pB1 "Walmart stock falls nearly 5%" by Stephanie Clifford, Inv. Bus. Daily pa1 "Bribe charges sting Walmart",  Fin Times p12 "Walamrt in Mexico", AJC pA9 "Walmart bribery probe rocks retailer" by David Welch says fines and outster of officers possible in the growing Mexico bribery scandal.

 WSJ pC1 "Europe woe stirs hunt for havens" by Tom Lauricella says growing political uncertainty in Europe coupled with new evidence of economic weakness on the Continent rattled global stock & bond investors Mon.  Walmart was charted under Bad News due to the Mexican scandal. 

NYT pB8 "European debt concerns prompt a major sell off" by Reuters says stocks fell on Mon as political turmoil in Europe cast doubts on the euro zone's ability to push through measures to end its debt crisis and as Walmart sank after a report it had not taken adequate measures after a bribery investigation.

 Fin Times p22 "Walmart slips following media allegations of Mexico bribery" by Arash massoudi says Walmart shares dropped more than 4% as investors reacted to allegations that it sought to cover up a bribery campaign that fuelled its Mexican growth.  Elsewhere poor manufacturing data out of Europe and renewed concerns over instability in the eurozone added to Wall St's woes.


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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 as of 4/15/12 ranked in order of market capitalization rounded to the nearest 1/2 billion followed by number of shares outstanding rounded to the nearest 1/2 billion:


1. Exxon Mobil XOM $4391 [5]

2. Microsoft MSFT 258.5 [8.5]

3. IBM 235 [1]

4. WalMart WMT 203.5 [3.5]

5. GE 200 [10.5]

6. Chevron CVX 199 [2]

7. Procter & Gamble PG 181 [3]

8. AT&T T 181 [6]

9. Johnson & Johnson JNJ 175 [3]

10. JPMorgan Chase JPM 165 [4]

11. Pfizer PFE 164.5 [7.5]

12. Coke KO 162 [2.5]

13. Intel INTC 140.5 [5]

14. Merck MRK 115 [3]

15. Cisco CSCO 107 [5.5]

16. Verizon VZ 104.5 [3]

17. McDonald's MCD 98.5 [1]

18. Bank of America BAC 93.5 [10.5]

19. Home Depot HD 77.5 [1.5]

20. Disney DIS 75 [2]

21. United Technologies UTX 72.5 [1]

22. Caterpillar CAT 68.5 [.5]

23. American Express AXP 67 [1]

24. Kraft KFT 66 [2]

25. 3M MMM 59.5 [.5]

26. Boeing BA 54.5 [1]

27. Hewlett-Packard HPQ 48.5 [2]

28. DuPont DD 48.5 [1]

29. Travelers TRV 22.5 [.5]

30. Alcoa AA 10.5 [1]



Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 4/15/12:



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



AT&T T: 3/12/12 Proxy Materials re: Annual Meeting of Stockholders to be held on 4/27/12 at 9 a.m. at Grand American Hotel, Salt lake City, Utah

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



Alcoa AA: 4/11/12 8K re: 1Q results

3/12/12 & 3/1/12 Proxy re: Annual Meeting of Shareholders 5/4/12 9:30 am, Fairmont Hotel, Pittsburgh, PA

2/28/12 10K/A & 2/16/12 10K for FY ended 12/31/11

2/26/12 8K re: amendment to bylaws re: notice to shareholders



American Express AXP: 3/26/12 8K re: dividend of 20 cents a share payable 5/10 to holders at 4/5 & stock buyback plan of up to 150 mil shares

3/20 & 3/2/12 Proxy re: Annual Meeting of Shareholders 4/30/12 9 am American Express HQ, NYC

3/15/12 8K re: delinq. & write-off stats thru 2/29

3/13/12 8K re: Comprehensive Capital Plan

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



Bank of Am BAC: 4/11/12 8K re: reclassification of business segments

3/16/12 8K re: sale of preferred stock

2/23/12 10K for FY ended 12/31/11

2/10/12 8K re: settlement of mortgage abuse case with state & fed regulators



Boeing BA: 3/16/12 Proxy materials re: Annual Meeting of Shareholders 4/30/12 10 am Field Museum, Chicago

2/29/12 8K re: grant of stock options to exec

2/9/12 10K for year ended 12/31/11



Caterpillar CAT: 4/12/12 8K re: election of fromer Utah Gov. and Ambassador Jon Huntsman to Board of Dirs.

4/11/12 Proxy materials re: Annual Meeting of Stockholders on 6/13/12 at 8 am, Marriott Riverwalk, San Antonio, Texas

3/20/12 8K re: dealer stats thru 2/12

2/21/12 10K for FY ended 12/31/11

2/21/12 8K re: Jan '12 dealer stats



Chevron CVX: 4/12/12 & 3/29/12 Proxy material re: Annual Meeting og stockholders on 4/4/12 9:30 am HQ, San Ramon, CA

4/10/12 8K re: 1Q update

3/29/12 8K & Proxy materials re: amendment of bylaws re: litigation in Delaware courts, raise of CEO and other execs' salaries and election of Charles "Wick" Moorman to Board of Dirs.

2/23/12 10K for FY ended 12/31/11



Cisco CSCO : 3/27/12 8K re: execs' pre-arranged stock trading plans

3/15/12 8K re: acquisition of NDS Group Ltd, a provider of video software for $5 bil

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



Coke KO 3/14/12 8K re: closing of sale of over $1 bil of notes

3/8/12 Proxy materials re Annual meeting of shareowners 4/15/12 9:30 am Cobb Galeria, Atlanta

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



Disney DIS 3/16/12 8K re: amendment to 2011 Stock Incentive Plan

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



DuPont DD: 4/3/12 & 3/16/12 Proxy material re: Annual meeting of stockholders 4/25/12 10:30 am HQ Wilmington, Del

3/15/12 8K re: retirement of William K. Reilly from Board of Dirs.

2/9/12 10K re: FY ended 12/31/11



ExxonMobil XOM: 4/12/12 Proxy materials re: Annual meeting of shareholders 5/30/12 9 am Meyerson Center, Dallas

3/28/12 8K re: Fin'l Operations review info on website

3/14/12 8K re: transcript of 3/8 analysts meeting

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



GE: 4/9/12 & 3/9/12 Proxy material re: Annual meeting of shareholders on 4/25/12 10 am Detroit Marriott

4/6/12 8K re: downgrade of GE senior unsecured debt rating by Moodys from Aa2 to aa3 and other downgrade

3/16/12 8K re: GE Capital segment fin'l info as of 12/31/11

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



Hewlett-Packard HPQ: 3/23/12 8K re: exec changes and amendment to bylaws decreasing Board of Dirs from 14 to 11

3/12/12 10Q for Qtr ended 1/31/12

3/12/12 8K re: underwriting of $2 bil of Global Notes

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.



Home Depot HD: 4/2/12 Proxy material and 10K for year ended 1/29/12 and material re: Annual meeting of shareholders on 5/17 at 9 am at Cobb Galeria, Atlanta

2/21/12 8K re: FY '11 results & FY '12 guidance



Intel INTC: 4/4/12 Proxy material re: annual stockhodles meeting 5/17/12 8:30 am HQ, Santa Clara, CA

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 brought by NY Atty Gen'l



IBM: 3/22/12 & 3/12/12 Proxy material re: Annual meeting of stockholders on 4/24/12 10 am Charleston Convention Center, S.C.

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



JPMorganChase JPM: 4/13/12 2 8Ks re: fin'l info on website & 1Q results

4/4/12 Proxy material re: annual meeting of shareholders 5/15/12 at JPM campus in Tampa, Fl

4/4/12 8K re: annual report on website

3/29/12 8K re: Reg. statement re: Global Med. Term Notes'

3/27/12 8K re: changes to Board of Dirs: election of Tim Flynn and retirement of William Gray & David Novak

3/14/12 8K re: dividend of 30 cents payable 4/30 to record holders as of 4/5 and $15 bil share buyback program

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



Johnson & Johnson JNJ : 4/9/12 8K re: resignation of Vice Chair of Board, Sheri S. McCoy to join Avon as CEO

4/3/12 & 3/14/12 Proxy material re: Annual meeting of Shareholders on 4/26/12 10 am Grand Hyatt New Brunswick, NJ

3/28/12 8K re: new format for sales results

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



Kraft KFT: 4/2/12 & 3/23/12 Proxy material re: Annual meeting of shareholders on 5/23/12 at North Shore Performing Arts Center in Skokie, Ill.

3/20/12 8K re: $2.1 bil of costs and expenses re: spin-off of N. Amer. grocery business

3/15/12 8K re: nominations of Terry Lundgren & Jorge Mesquita to Board of Dirs.

3/14/12 8K re: revolving credit agreement

2/27/12 10K for FY ended 12/31/11

2/21/12 2 8Ks re: '11 operating results & 4Q results



McDonald's MCD: 4/13/12 & 3/7/12 Proxy materials re: annual meeting of shareholders on 5/24/12 at HQ at Oak Brook, Ill.

3/26/12 8K re: retirement of James Skinner as CEO effective 6/30/12 and his replacement as CEO of Donald Thompson

3/8/12 8K re: Feb. '12 sales results

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



Merck MRK: 4/12/12 Proxy materials re: annual meeting of Shareholders on 5/22/12 8:30 am at Bridgewater Marriott in NJ

3/30/12 8K re: Retirement from Board of Dirs of Steven Goldstone & Harry Jacobson

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



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



Pfizer PFE: 3/15/12 Proxy materials re: Annual meeting of shareholders 4/26/12 8:30 am Westin Governor Morris, Morristown, NJ

2/28/12 10K for FY ended 12/31/12

1/31/12 8K re: 4Q & full year 12/31/11 results



Procter & Gamble PG: 4/13/12 8K re: dividend of 0.562 cents payable 5/15/12 to record holders at 4/27

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



3M MMM: 3/21/12 Proxy materials re: annual meeting of stockhodlers 5/8/12 10 am River Centre, St. Paul, Minn

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



Travelers TRV: 4/10/12 Proxy materials re: Annual meeting of shareholders on 5/23/12 11 am Hartford, Marriott

2/16/12 10K FY 12/31/11

United Technologies UTX: 4/13/12 8K re: retriement of charles Lee from Board of Dirs.

3/22/12 & 2/24/12 Proxy materials re: 4/11/12 Annual Meeting of Shareholders Riviera Theatre Charleston, SC

3/15/12 8K re: structure for proposed Goodrich acquisition

2/17/12 8K re: election of Pedro Baranda as Pres. of Otis Elevator

2/9/12 10K for year ended 12/31/11



Verizon Communications Inc. VZ: 4/2/12 & 3/19/12 Proxy material re: Annual meeting of shareholders on 5/3/12 at 10:30 at Von Braun Center, Huntsville, Al.

2/24/12 10K FY 12/31/11



WalMart WMT: 3/27/12 10K for year ended 1/31/12

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

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