Saturday, May 5, 2012

5/5/12 Sat Cisco Posts Results on Wed


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Post No. 1,609 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.

A read of the print editions of Monday's Barron's and Investor's Business Daily, and the combined Saturday and Sunday editions of each of the Wall St. Journal & Financial Times, Saturday's New York Times & Atlanta Journal Constitution   yielded the following stories about Dow Jones Industrial Average 30 component companies and the Dow with stories about the Dow aggregated first and then items about Dow Jones Industrial Average 30 companies presented alphabetically, followed by a separate table of Dow component's symbol and  Friday's stock prices and related data in alphabetical order.

Dow Jones Industrial AverageThe Dow Jones Industrial Average closed Friday at 13,038.27 down 168.32 or 1.27% from Thursday's close of 13,206.59. For the week the Dow was down 190.04 or 1.44% from last Friday's close of 13,228.31 . For the year the Dow is up 6.72%. Of the 30 Dow components all 30 declined. The biggest decliner dollar-wise was Chevron and percentage-wise was Bank of America.

Sat. WSJ pB1 "Stocks end week with thud" by Jonathan Cheng says weak jobs data roiled fin'l markets send the Dow to its biggest drop in a month & helping drag crude oil below $100 a barrel for the first time since Feb.  The morning jobs report, showing lackluster US hiring, reinforced concerns taht the US economic recovery is stalling.  Still, some worry that the economy isn't weak enough to garner any add'l help from the Fed. Res.  Many stock inverters are concerned that elections over the weekend in Greece & France could generate more upheaval int he region.

Sat NYT pB3 "A down week, worsened by a wak jobs report" by Christine Hauser says stocks sank on Fri with the boader amrket posting its biggest weekly decline this year after a disappointing report on jobs in the US.

Inv. Bus. Daily pB6 "Market back in correction; some leaders clobbered" by Paul Whitfield says stocks careened lower Fri as the market made it clear it has gone into a correction.  Friday's action say sharp losses in mixed trade.   The Labor Dept's jobs data came in at 115,000 jobs below expectations for 165,000 and near the bottom of the estimate range.

As of the close of the market on Friday the current divisor for the Dow Jones Industrial Average found at page B4 of  Saturday's Wall St. Journal is 0.132129493. Saturday's trailing P/E ratio is 14.53 down from Friday's trailing P/E ratio of 14.71 (year ago it was 14.27); Saturday's P/E estimate is 12.46 up from Friday's P/E estimate of 12.42 (year ago it was 12.91) and Saturday's dividend yield is 2.53 up from Friday's dividend yield of 2.48 (last year it was 2.34). 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 1,722.74 down 22.14 from Thursday's closing numerator of 1,744.98. 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 $57.42 down $.75 from Thursday's average closing price of $58.17. The median closing price of Thursday's Dow Jones Industrial Average was $52.48 (DD/HD) down $0.39 from Thursday's median closing price of $52.87. The lowest volume was United Technologies 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 lost $2,214 ($1774,498 - $172,274 ).

MarketWatch Fri. 4:16 by Laura Mandaro says US stock closed sharply lower Friday, sending the S&P 500 and Nasdaq Composite to their worst weeks of the year, after lighter-than-forecast jobs growth and unease over the outcome of upcoming French and Greek elections prompted a broad selloff. The Dow Jones Industrial Average DJIA-1.27% lost 168.32 points, or 1.3%, to 13,038.27 and sank 1.4% for the week. The S&P 500 SPX-1.61% lost 22.47 points, or 1.6%, to 1,369.10, led by tech and energy stocks. Only utilities were higher. For the week, the index lost 2.4%. The Nasdaq Composite COMP-2.25% fell 67.96 points, or 2.3%, to 2,956.34, its worst day of the year. It lost 3.7% for the week. Heavyweight Apple Inc. AAPL-2.85% fell 6.3% for the week.

Saturday's News followed by Friday's closing Dow numbers: :

AT&T:

Alcoa:

American Express:    Barron's Cover Story pS3 "Barron's 500 America's best companies" by Jacqueline Doherty rates Intel No. 6 saying as the economy improves, firms are starting to buy PCs.  Hewlett-Packard is the only Dow component listed on a separate list of firms on the main list with low P/Es at 6.1 (HPQ is ranked 185. Travelers is the lowest Dow firm listed at 476. In the top 100 are IBM at 27; DuPont at 33, American Express at 52; Kraft at 72.

Bank of America:    Barron's p18 "Week Review" says JPMorgan was at an oversight meeting with Fed officials last week.  Bank of America said credit downgrades could trigger demands for $6.2 bil in collateral.  BofA is under review by Moody's.

Barron's p37 "CEO spotlight John Stumpf" by Lawrence Strauss says Wells Fargo is grabbing mortgage market share from Bank of America and Citigroup.  Wells trails JPMorgan, Bank of America & Citigroup in asset volume, it has the highest stock market value of the group at $176 bil.

Boeing:

Caterpillar:

Chevron:  Barron's p26 "The right spin on Phillips" by Andrew Bary says ConocoPhillips is the US' third largest integrated energy firm behind Exxon and Chevron.
 
Cisco:  Barron's p19 "Week preview" says on Wed 5/9 Cisco posts results.  Also on that day an FDA panel will consider Pfizer's drug to treat rheumatoid arthritis.

Inv. Bus. Daily pA7 "Facebook eyes big possibilities as IPO will triple its war chest" by Brian Deagon says just as IBM dominated the mainframe ear, Microsoft the PC eara, Cisco systems the networking era nd Google in search, Facebook dominates the hottest trend on the Internet but could run into antitrust and privacy issues.

Coke:  Barron's p32 "Speaking of dividends" by Shrley Lazo says Coke raised its dividend to 51 cents from 47 cents in Feb and in Aug will distribute its first stock split in 16 years, a 2 for 1.  Coke yields 2.6%.\

Disney:

DuPont:   Barron's p26 "The right spin on Phillips" by Andrew Bary says ConocoPhillips is the US' third largest integrated energy firm behind Exxon and Chevron.

Barron's Cover Story pS3 "Barron's 500 America's best companies" by Jacqueline Doherty rates Intel No. 6 saying as the economy improves, firms are starting to buy PCs.  Hewlett-Packard is the only Dow component listed on a separate list of firms on the main list with low P/Es at 6.1 (HPQ is ranked 185. Travelers is the lowest Dow firm listed at 476. In the top 100 are IBM at 27; DuPont at 33, American Express at 52; Kraft at 72.

Exxon:   Barron's p26 "The right spin on Phillips" by Andrew Bary says ConocoPhillips is the US' third largest integrated energy firm behind Exxon and Chevron.

GE:

Hewlett-Packard:   Barron's Cover Story pS3 "Barron's 500 America's best companies" by Jacqueline Doherty rates Intel No. 6 saying as the economy improves, firms are starting to buy PCs.  Hewlett-Packard is the only Dow component listed on a separate list of firms on the main list with low P/Es at 6.1 (HPQ is ranked 185. Travelers is the lowest Dow firm listed at 476. In the top 100 are IBM at 27; DuPont at 33, American Express at 52; Kraft at 72.

Home Depot:

Intel:  Barron's Cover Story pS3 "Barron's 500 America's best companies" by Jacqueline Doherty rates Intel No. 6 saying as the economy improves, firms are starting to buy PCs.  Hewlett-Packard is the only Dow component listed on a separate list of firms on the main list with low P/Es at 6.1 (HPQ is ranked 185. Travelers is the lowest Dow firm listed at 476. In the top 100 are IBM at 27; DuPont at 33, American Express at 52; Kraft at 72.

IBM:   Barron's Cover Story pS3 "Barron's 500 America's best companies" by Jacqueline Doherty rates Intel No. 6 saying as the economy improves, firms are starting to buy PCs.  Hewlett-Packard is the only Dow component listed on a separate list of firms on the main list with low P/Es at 6.1 (HPQ is ranked 185. Travelers is the lowest Dow firm listed at 476. In the top 100 are IBM at 27; DuPont at 33, American Express at 52; Kraft at 72.

Inv. Bus. Daily pA7 "Facebook eyes big possibilities as IPO will triple its war chest" by Brian Deagon says just as IBM dominated the mainframe ear, Microsoft the PC eara, Cisco systems the networking era nd Google in search, Facebook dominates the hottest trend on the Internet but could run into antitrust and privacy issues.

JPMorgan:  Barron's p18 "Week Review" says JPMorgan was at an oversight meeting with Fed officials last week.  Bank of America said credit downgrades could trigger demands for $6.2 bil in collateral.  BofA is under review by Moody's.

Barron's p37 "CEO spotlight John Stumpf" by Lawrence Strauss says Wells Fargo is grabbing mortgage market share from Bank of America and Citigroup.  Wells trails JPMorgan, Bank of America & Citigroup in asset volume, it has the highest stock market value of the group at $176 bil.

WSJ pB1 "Facebook revs up Wall St tour" by Anupreeta Das says JPMorgan is getting ready to do the Facebook IPO and will be aong 30 banks that will earn $150 mil in fees.

Johnson & Johnson:  Barron's p21 "Rosenberg to J&J: Ditch Triple-A" by Andrew Bary says Johnson & Johnson should issue debt and buy back a lot of JNJ's cheap stock and not worry about maintaining its triple A rating since these rates won't be this low again.

Barron's p28 "A drug maker finds a good match" by Johanna Bennett sas Watson Pharmaceuticals, a global player in the generic drug industry has benefited from the launch of generic versions of Pfizer's Lipitor and Johnson & Johnson's Concerta.

Kraft:   Barron's Cover Story pS3 "Barron's 500 America's best companies" by Jacqueline Doherty rates Intel No. 6 saying as the economy improves, firms are starting to buy PCs.  Hewlett-Packard is the only Dow component listed on a separate list of firms on the main list with low P/Es at 6.1 (HPQ is ranked 185. Travelers is the lowest Dow firm listed at 476. In the top 100 are IBM at 27; DuPont at 33, American Express at 52; Kraft at 72.

McDonald's:

Merck:

Microsoft:  Barron's p29 "Extra! Paid content pays off for providers" by Alex eule says Microsoft kicked off the good news Monw iths its $300 mil infusion in Barnes & Noble's Nook e-reader biz.

 Inv. Bus. Daily pA7 "Facebook eyes big possibilities as IPO will triple its war chest" by Brian Deagon says just as IBM dominated the mainframe ear, Microsoft the PC eara, Cisco systems the networking era nd Google in search, Facebook dominates the hottest trend on the Internet but could run into antitrust and privacy issues.


Pfizer:  Sat. AJC pA9 "Pfizer shelves study of top nerve paid drug" says Pfizer halted its study of Lyrica, its 2nd best selling drug, as a possible treatment for nerve pain in HIV patients.

Barron's p19 "Week preview" says on Wed 5/9 Cisco posts results.  Also on that day an FDA panel will consider Pfizer's drug to treat rheumatoid arthritis.

Barron's p28 "A drug maker finds a good match" by Johanna Bennett sas Watson Pharmaceuticals, a global player in the generic drug industry has benefited from the launch of generic versions of Pfizer's Lipitor and Johnson & Johnson's Concerta.

Procter & Gamble:

3M:

Travelers:   Barron's Cover Story pS3 "Barron's 500 America's best companies" by Jacqueline Doherty rates Intel No. 6 saying as the economy improves, firms are starting to buy PCs.  Hewlett-Packard is the only Dow component listed on a separate list of firms on the main list with low P/Es at 6.1 (HPQ is ranked 185. Travelers is the lowest Dow firm listed at 476. In the top 100 are IBM at 27; DuPont at 33, American Express at 52; Kraft at 72.

United Technologies:

Verizon:

Walmart:  Sat. AJC pA8 "Pension plan sues Walmart execs" by Stephanie Clifford, NYT says the Cal. Sate Teaches' retirement System, that owns 5.5 mil sahres of Walmart worth $300 mil sued Walmart's board over the Mexican bribery scandal.

Friday'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

*********************
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 Alex Gorsky (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)

***************************

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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