Post No. 2,618 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 a summary of Dow 30 components' recent SEC filings.
The Dow Jones Industrial Average closed Monday at 16457.66 up 134.6 or 0.826% from Friday's close of 16323.06. Of the Dow components 25 gained, AT&T was unchanged and 4 declined. The biggest gainer dollar-wise was IBM p $2.04 and percentage-wise was Visa up 1.78%. The biggest decliner dollar-wise was American Express down 43 cents and percentage-wise was Coke down 0.74%.
As of the open of the market on Monday the current divisor for the Dow Jones Industrial Average found at pageC4 Monday's Wall St. Journal is 0.15571590501117. Monday's trailing P/E ratio is 15.89 down from Friday's trailing P/E ratio of 16.00 (last year it was 15.95). Monday's P/E estimate is 14.74 up from Friday's P/E estimate of 14.85 (year ago it was 12.95) and Monday's dividend yield is 2.43 up from Friday's dividend yield of 2.18 (last year it was 2.44). The Dow's all-time high was 16,576.66 on December 31, 2013. The 12 year low close for the Dow was on March 9, 2009 when it fell to 6,547.05.
Monday's Dow Jones Industrial Average closing numerator was 2562.72 up 20.96 from Friday's closing numerator of 2541.76. This is the sum of all 30 closing prices. A short cut to the Dow numerator is to multiply the closing Dow by the Divisor. Now, if you divide the Dow numerator change for today by the divisor (0.15571590501117) you get the change in today's Dow. A dollar increase or decrease in a Dow stock results in a $6.42 change in the Dow Index.
The average closing price (the closing numerator divided by 30) of Monday's Dow Jones Industrial Average was $85.42 up 69 cents from Friday's average closing price of $84.73. The median closing price of Monday's Dow Jones Industrial Average was $80.33 (DIS/PG) up 85 cents from Friday's median closing price of $79.48 (DIS/PG). The lowest volume was Travelers and the highest volume was Microsoft.
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 or dividends) and sold at the close you would have made $2,096 (256,272 - $254,176).
3/31/14 Mon. 4:47 pm MarketWatch by Anora Mahmudova says tThe U.S. stock market closed higher on Monday, while quarterly performance for the main indexes was mixed. The benchmark S&P 500 showed resilience this quarter despite geopolitical uncertainties and the curtailing of monetary stimulus.
On Monday, investors welcomed news that the European Central Bank may
start quantitative easing to address the threat of deflation in the
euro-zone. Federal Reserve Chairwoman Janet Yellen’s comments about the state of the economy and monetary policy propped up indexes further.In a speech to a Chicago community reinvestment conference on Monday,
Yellen said that the recovery still feels like a recession to many
Americans, which is why the central bank will keep its “extraordinary”
support for the economy for “some time to come.”
The S&P 500
SPX
+0.79%
ended the day 8.41 points, or 0.5%, higher at 1,872.34, and recorded a
0.7% gain for the month. The benchmark index extended its quarterly
winning streak, gaining 1.3% over the past three months.
The Dow Jones Industrial Average
DJIA
+0.83%
jumped 134.60 points, or 0.8%, to 16,457.66 and is 0.8% higher on the
month. However, the blue-chip index lost 0.7% over the past quarter.
SPX
1,872.34,
+14.72,
+0.79%
Fifth consecutive quarterly gain for the benchmark index
1,900
1,850
1,800
1,750
1,700
14
F
M
The Nasdaq Composite
COMP
+1.04%
finished the day up 43.24 points, or 1%, at 4,198.99. The tech-heavy
index is down 2.5% for the month, its worst performance since October
2012. It still managed to eke out a 0.5% quarterly gain.
“What is helping markets today is the news from Europe – it seems like
the European Central Bank got an approval from the Bundesbank to
initiate quantitative easing as they are at the threshold of slipping
into deflation,” said Doug Cote, chief investment strategist at ING
Investment Management.
“The U.S. is exporting QE across the pond even as it is ending it here.
Hopes for monetary stimulus boosted stocks there and giving investors
more confidence here,” Cote said.
In economic news, a gauge of Chicago-area businesses unexpectedly
tumbled in March, hitting the lowest level since August, led by drops
for new orders and employment, according to data released Monday.
However, markets shrugged off the report and looked ahead to manufacturing and employment data later this week.
The biggest data of the week will come on Friday, when the U.S.
employment report for March is due. Economists are expecting a rebound
in jobs growth after cold winter hindered hiring in the first two months
of the year.
Cal-Maine Foods Inc.
CALM
-0.29%
shares jumped 9.2% after the company reported quarterly results. The
food company said third-quarter sales and profit rose due to higher
prices and continued growth in its specialty-egg business.
Micron Technology Inc.
MU
+7.99%
rallied 8% in the wake of a positive write-up from analysts at Stifel
Nicolaus. Analyst Kevin Cassidy said in a note that he disagrees with
the general bearish outlook on Micron shares and urged investors to
build positions in the stock on weakness.
Monday's Closing Dow Numbers:
| Symbol | Last Sale | Change | % Change | Share Volume | Market |
|---|---|---|---|---|---|
| T | unch | NYSE | |||
| AXP | ▼ | NYSE | |||
| BA | ▲ | NYSE | |||
| CAT | ▼ | NYSE | |||
| CVX | ▲ | NYSE | |||
| CSCO | ▲ | NASDAQ-GS | |||
| KO | ▼ | NYSE | |||
| DIS | ▲ | NYSE | |||
| DD | ▲ | NYSE | |||
| XOM | ▼ | NYSE | |||
| GE | ▲ | NYSE | |||
| GS | ▲ | NYSE | |||
| HD | ▲ | NYSE | |||
| INTC | ▲ | NASDAQ-GS | |||
| IBM | ▲ | NYSE | |||
| JPM | ▲ | NYSE | |||
| JNJ | ▲ | NYSE | |||
| MCD | ▲ | NYSE | |||
| MRK | ▲ | NYSE | |||
| MSFT | ▲ | NASDAQ-GS | |||
| NKE | ▲ | NYSE | |||
| PFE | ▲ | NYSE | |||
| PG | ▲ | NYSE | |||
| MMM | ▲ | NYSE | |||
| TRV | ▲ | NYSE | |||
| UTX | ▲ | NYSE | |||
| UNH | ▲ | NYSE | |||
| VZ | ▲ | DualListed | |||
| V | ▲ | NYSE | |||
| WMT | ▲ | NYSE |
********************
The following are excerpts from Monday morning's Blog:
A read of the print editions of Monday's Barron's, Investor's Business, Wall St. Journal, Financial Times, 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 Friday's closing stock prices and related data in alphabetical order.
The Dow Jones Industrial Average: The Dow Jones Industrial Average closed Friday at 16323.06 up 58.83 or 0.36% from Thursday's close of 16264.23. For the week the Dow was up 20.29 or 0.12% from last Friday's close of 16302.77. For the year the Dow is down 1.5%. Of the Dow components 26 gained and 4 declined. The biggest gainer dollar-wise was Exxon up $1.46 and percentage-wise was Microsoft up 2.39%. The biggest decliner dollar-wise and percentage-wise was Visa down $3.68 or 1.71%.
IBD pB8 "Stocks lose early gains as buyers lack conviction" by Paul Whitfield says stocks staked out nice gains early Fri but the bears once again wrested away a large portion of the increase as Friday's action was up in declining vol & gives back most of gains. the current outlook is the market is in correction.
Friday's Dow Jones Industrial Average closing numerator was 2541.76 down 9.16 from Thursday's closing numerator of 2532.60. 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 change for today by the divisor (0.15571590501117) you get the change in today's Dow. A dollar increase or decrease in a Dow stock results in a $6.42 change in the Dow Index.
The average closing price (the closing numerator divided by 30) of Friday's Dow Jones Industrial Average was $84.73 down 31 cents from Thursday's average closing price of $84.42. The median closing price of Friday's Dow Jones Industrial Average was $79.38 (DIS/PG) up 70 cents from Thursday's median closing price of $78.68 (HD/PG). The lowest volume was 3M and the highest volume was Cisco.
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 or dividends) and sold at the close you would have lost $916 ($254,176 - $253,260).
3/28/14 Fri. 7:18 pm MarketWatch by Anora Mahmudova says the U.S. stock market pared most of its gains Friday after an early morning rally following generally positive consumer spending data petered out by mid-afternoon.
The Nasdaq Composite saw the worst week in 17 months, after a week-long selloff in biotechs dragged the index down.
The S&P 500 SPX +0.46% ended the day 8.58 points, or 0.5%, higher at 1,857.62, and recorded a 0.5% loss for the week. With only one trading session left this month, the benchmark index is set to finish March roughly where it started.
The Dow Jones Industrial Average DJIA +0.36% closed up 58.83 points at 16,323.06 and is 0.1% higher on the week.
Finish Line Inc. FINL +2.15% rose 2.2% after the athletic-gear retailer reported its fiscal fourth-quarter earnings rose 25%.
Amazon.com Inc. AMZN -0.05% shares gave up earlier gains and closed flat after reports that the company plans to offer free streaming television and music videos to its customers. The firm had previously planned to charge for the members-only service, reported The Wall Street Journal. Amazon has denied the reports.
Shares of Restoration Hardware Holdings Inc. RH +12.73% jumped 13% after the high-end home furnishings retailer topped Wall Street estimates and issued a healthy outlook.
There were also a number of initial public offerings, with some more successful than others. CBS Outdoor Americas CBSO +5.36% rose 5.4% on the first day of trading, but Everyday Health, Inc EVDY -3.57% fell 3.6% on debut.
Elsewhere, Asian markets ended the week mostly higher , while the positive mood also helped lift European equities XX:SXXP +0.71% , with all major national benchmarks trading in positive territory. Gold prices were under pressure again, oil prices roseCLK4 +0.39% , while the dollar DXY +0.06% moved slightly higher.
Amazon.com Inc. AMZN -0.05% shares gave up earlier gains and closed flat after reports that the company plans to offer free streaming television and music videos to its customers. The firm had previously planned to charge for the members-only service, reported The Wall Street Journal. Amazon has denied the reports.
Shares of Restoration Hardware Holdings Inc. RH +12.73% jumped 13% after the high-end home furnishings retailer topped Wall Street estimates and issued a healthy outlook.
There were also a number of initial public offerings, with some more successful than others. CBS Outdoor Americas CBSO +5.36% rose 5.4% on the first day of trading, but Everyday Health, Inc EVDY -3.57% fell 3.6% on debut.
Elsewhere, Asian markets ended the week mostly higher , while the positive mood also helped lift European equities XX:SXXP +0.71% , with all major national benchmarks trading in positive territory. Gold prices were under pressure again, oil prices roseCLK4 +0.39% , while the dollar DXY +0.06% moved slightly higher.
“Today’s economic data was as expected, but compared to the last few months there is an improvement, suggesting that the economy’s slowdown this year is weather-related and temporary,” said Kate Warne, investment strategist at Edward Jones.
“This was enough good news for stocks to go higher this morning,” Warne added.
Consumer spending rose in February at the fastest rate since November as Americans spent more on health care and utilities, but in a negative sign, purchases of big-ticket items fell for the third straight month. Personal income also ticked up in February.
Next week will offer a barrage of economic data, which are expected to have less weather-related distortions and provide a better view of the economy.
Separately, consumer sentiment declined to a final March reading of 80 -- the lowest level since November -- from a final February level of 81.6, according to a Friday report on a gauge from the University of Michigan and Thomson Reuters. A preliminary March reading pegged the level at 79.9. Economists polled by MarketWatch had expected a final March level of 81. Economists watch sentiment levels to get a feeling for the direction of consumer spending.
Heavy losses among biotech stocks dragged the Nasdaq Composite down. The Nasdaq Biotechnology index fell 2.8%. Biogen Idec, Inc. BIIB -5.05% and Gilead Sciences, Inc.GILD -4.01% were among the top five losers on the S&P 500, falling 5% and 4.9% respectively.
In corporate news, BlackBerry Ltd. BBRY -7.07% shares slumped 7% after reporting an adjusted per-share loss that was less than expected. The company said it anticipates maintaining a strong cash position and is targeting break-even cash-flow results by the end of fiscal 2015.
Monday's Dow News followed by Friday's Closing Numbers:
AT&T: Barron's p17 "And now for the real health care reform" by Sandra Ward says some of the biggest employers in the US such as AT&T, DuPont, GE and IBM have started to shift the management of health care costs onto their employees resulting in more competition to health care management firms such as UnitedHealth Group.
American Express: No mentions found.
Boeing: No mentions found.
Caterpillar: WSJ pB1 "Caterpillar to defend its tax bill" by James R. Hagerty, John D. McKinnon, Barron's p11 "Week preview" say on 4/1/14 Tues a Senate panel will hold a hearing on Caterpillar's offshore tax strategy.
Chevron: No mentions found.
Cisco:
Coke: No mentions found.
Disney: WSJ pB3 "Estimated Box Office" says Disney's Muppets Most Wanted was 3 through Sunday with weekend sales of $11.4 mil.
Barron's p28 "From recent Barron's.com stories: Disney's Small Success" by Teresa Rivas, 3/25 says the success of Frozen is a reminder of Disney's big screen dominance. Disney bought online video producer & amp; distributor Maker Studios.
DuPont: Barron's p17 "And now for the real health care reform" by Sandra Ward says some of the biggest employers in the US such as AT&T, DuPont, GE and IBM have started to shift the management of health care costs onto their employees resulting in more competition to health care management firms such as UnitedHealth Group.
Exxon:
GE: Barron's p17 "And now for the real health care reform" by Sandra Ward says some of the biggest employers in the US such as AT&T, DuPont, GE and IBM have started to shift the management of health care costs onto their employees resulting in more competition to health care management firms such as UnitedHealth Group.
Goldman Sachs: Barron's p36 "Banks boost payouts; stocks fall" by Alexandra Scaggs says JPMorgan said it would raise its quarterly cash payout by 5.2% to 40 cents per shares and would buy back $6.5 bil of stock in the next year. Goldman Sachs was characteristically tight lipped about its dividend plans.
Home Depot: No mentions found.
Intel: No mentions found.
IBM: Barron's p17 "And now for the real health care reform" by Sandra Ward says some of the biggest employers in the US such as AT&T, DuPont, GE and IBM have started to shift the management of health care costs onto their employees resulting in more competition to health care management firms such as UnitedHealth Group.
JPMorgan: Barron's p12 "America's cheapest big bank gets cheaper" by Andrew Bary says Citi is down 6% since its 12/9 cover story while JPMorgan is up 25%.
Barron's p36 "Banks boost payouts; stocks fall" by Alexandra Scaggs says JPMorgan said it would raise its quarterly cash payout by 5.2% to 40 cents per shares and would buy back $6.5 bil of stock in the next year. Goldman Sachs was characteristically tight lipped about its dividend plans.
Johnson & Johnson: WSJ pB2 "A low bar for some new antibiotics" by Thomas M. Burton says in Dec '12 the FDA approved Johnson & Johnson's Sirturo for multi drug resistant tuberculosis.
WSJ pC1 "Health stocks lead from the front" by Steven Russolillo says among the top performing Dow stocks this year are Merck, UnitedHealth Group and Johnson & Johnson. Health stocks have long been identified with more mature dividend paying blue chips such as Pfizer and Eli Lilly.
McDonald's: FT p15 "Hire the young and old to avoid workforce cliff says McDonald's" by Brian Groom says McDonald's employs 425,000 people in 38 European markets and is feeling the effects of a shrinking workforce at both ends of the spectrum known as workforce cliff.
IBD pA2 "McDonald's offers free coffee", Sat. AJC pA9 "McDonald's offering free coffee at breakfast" say McDonald's is offering free coffee to tis customers for a limited time as competition for the breakfast crowd intensifies.
Merck: WSJ pB3 "New drugs emerge to cut cholesterol" by Ron Winslow says Merck's ezetimibe modestly lowers LDL but whether the way it acts on cholesterol also reduces heart risk hasn't been proven.
WSJ pC1 "Health stocks lead from the front" by Steven Russolillo says among the top performing Dow stocks this year are Merck, UnitedHealth Group and Johnson & Johnson. Health stocks have long been identified with more mature dividend paying blue chips such as Pfizer and Eli Lilly.
Microsoft: WSJ pC1 "Microsoft's new boss, Nadella, is clicking" by Dan Gallagher says Satya Nadella is off to a good start as he made his first public showing in San Francisco to introduce Office for iPad.
IBD pB2 "Microsoft Office now on iPad", IBD pA6 "Microsoft's hug of iPad hits surface" by Patrick Seitz says last week Microsoft introduced a version of Office for Apple's iPad.
Nike: No mentions found.
Pfizer: WSJ pC1 "Health stocks lead from the front" by Steven Russolillo says among the top performing Dow stocks this year are Merck, UnitedHealth Group and Johnson & Johnson. Health stocks have long been identified with more mature dividend paying blue chips such as Pfizer and Eli Lilly.
Procter & Gamble: Barron's p11 "Beware of pranks" by crystal Kim says Procter & Gamble last year promoted bacon flavored mouthwash as an April Fools' Day joke.
3M: No mentions found.
Travelers: No mentions found.
United Technologies: No mentions found.
UnitedHealth: WSJ pC1 "Health stocks lead from the front" by Steven Russolillo says among the top performing Dow stocks this year are Merck, UnitedHealth Group and Johnson & Johnson. Health stocks have long been identified with more mature dividend paying blue chips such as Pfizer and Eli Lilly.
Barron's p17 "And now for the real health care reform" by Sandra Ward says some of the biggest employers in the US such as AT&T, DuPont, GE and IBM have started to shift the management of health care costs onto their employees resulting in more competition to health care management firms such as UnitedHealth Group.
Verizon: No mentions found.
Visa: Barron's p10 "Week review" says Wal-Mart is suing Visa for over $5 bil over card fees.
Walmart: Barron's p10 "Week review" says Wal-Mart is suing Visa for over $5 bil over card fees.
Friday's Closing Dow Numbers:
Symbol Last Sale Change % Change Share Volume Market
T▲NYSE
AXP▲NYSE
BA▲NYSE
CAT▲NYSE
CVX▲NYSE
CSCO▲NASDAQ-GS
KO▲NYSE
DIS▲NYSE
DD▲NYSE
XOM▲NYSE
GE▲NYSE
GS▲NYSE
HD▲NYSE
INTC▲NASDAQ-GS
IBM▲NYSE
JPM▲NYSE
JNJ▲NYSE
MCD▲NYSE
MRK▲NYSE
MSFT▲NASDAQ-GS
NKE▲NYSE
PFE▼NYSE
PG▲NYSE
MMM▲NYSE
TRV▲NYSE
UTX▲NYSE
UNH▲NYSE
VZ▼DualListed
V▼NYSE
WMT▼NYSE
**********************
Here are the current CEOs of the Dow 30 Companies:
AT&T T Randall L. Stephenson (Dallas, TX)
American Express AXP Kenneth I. Chenault (NY, NY)
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)
Goldman Sachs GS Lloyd Blankfein (NY, NY)
Home Depot HD Frank Blake (Atlanta, GA)
Intel INTC Brian Krzanich (Santa Clara, CA)
IBM Virginia M. Rometty (Armonk, NY)
JPMorgan Chase JPM Jamie Dimon (NY, NY)
Johnson & Johnson JNJ Alex Gorsky (New Brunswick, NJ)
McDonald's MCD Donald Thompson (Oak Brook, Ill)
Merck MRK Kenneth Frazier (Whitehouse Station, N.J.)
Microsoft MSFT Satya Nadella
Nike NK Mark Parker (Beaverton, OR)
Pfizer PFE Ian Read (NY, NY)
Procter & Gamble PG A. G. Lafley (Cincinnati, OH)
3M MMM Inge Thulin (St. Paul, MN)
Travelers TRV Jay S. Fishman (NY, NY)
UnitedHealthUNC Stephen Hemsley (Minnetonka, MN)
United Technologies UTX Louis Chenevert (Hartford, CT)
Verizon VZ Lowell McAdam (NY, NY)
Visa V Charles W. Scharf (Foster City, CA)
Wal-Mart WMT Doug McMillon (Bentonville, ARK)
***************************
Here are the Dow Jones Industrial Average 30 as of 3/9/14 ranked in order of market capitalization in billions:
1. Exxon Mobil XOM $409.31
2. Microsoft MSFT 325.76
3. Johnson & Johnson JNJ 266.23
4. GE 255.84
5. WalMart WMT 243.21
6. Chevron CVX 222.80
7. JPMorgan Chase JPM 218.39
8. Procter & Gamble PG 216.34
9. Pfizer PFE 203.81
10. Verizon VZ 194.10
11. IBM 193.56
12.AT&T T 172.38
13. Coke KO 169.56
14. Merck MRK 166.83
15. Visa V 143.15
16. Disney DIS 142.71
17. Intel INTC 124.03
18. Cisco CSCO 111.42
19. Home Depot HD 110.84
20.United Technologies UTX 105.02
21. American Express AXP 96.73
22. McDonald's MCD 96.10
23. Boeing BA 92.72
24. 3M MMM 87.91
25. Goldman Sachs GS 78.56
26. UnitedHealth UNH 78.49
27.Nike NKE 70.76
28. DuPont DD 62.08
29. Caterpillar CAT 61.52
30. Travelers TRV 29.61
****************************************
Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 3/19/14:
Symbol & Co. Name/Date of Filing/Form Filed/ Comments
AT&T T:
3/14/14 8K re: issuance of Notes to purchase LEAP
3/11/14 Proxy re Annual Meeting of Stockholders, 4/25/14 9 am, Rivermill Event Centre, Columbus, GA
3/10/14 8K re: issuance of Global Notes
2/21/14 10K for year ended 12/31/13
1/29/14 & 1/28/14 8Ks re: 4Q earnings release
1/22/14 8K re: certain fin'l items for 4Q
12.18/13 8K re: sale of AT&T's incumbent local exchange opers in Ct. to Frontier Comm. for $ 2 bil
12/16/13 8K re: redemption of shares of Perpetual Cumulative Pref. Stock held by subsidiaries
12/12/13 8K re: amendments to '11 Incentive Plan re: triggers of benefit accelerations
12/11/13 8K re: amendment to $5 bil credit agreement
12/6/13 8K; 11/20/13 8K; 11/14/13 8K & 11/5/13 all re: the tender offer of $3.3 bil of Notes
American Express AXP:
3/17/14 8K re: jv agreement with Certares re: Global Business Travel Division
3/17/14 8K re: delinq. & write-off stats for 3 months ended 2/28/14
2/25/14 10K for year ended 12/31/13
2/18/14 8K re: delinq. & write-off stats for 3 months ended 1/31/14
1/16/14 8K re: 4Q results
1/15/14 8K re: deling. & write-off states for 3 mos. through 12/31/13
12/24/13 8K re: settlement with bank regulators re: credit card add-on products
12/19/13 8K re: settlement of class action filed by US merchants
12/16/13 8K re: deling. & write-off states for 3 mos. through 11/30/13
Boeing BA:
3/14/14 Proxy for Annual Meeting of Shareholders 4/28/14 10:00 am, Field Museum, Chicago
3/11/14 8K re: amendments to Supp. Exec. Retirement Plan
4/28/14 8K re: selection of Robert E. Verbeck as VP Finance
2/27/14 8K re: grants of restricted stock units to execs
2/14/14 10K for year ended 12/31/13
1/29/14 8K re: 4Q results
12/19/13 8K re: promotion of Dennis A. Muilenberg from CEO of Boeing Defense, Space & Security to COO of Boeing & promotion of Raymond L. Conner to Boeing Vice-Chair & CEO of Boeing Comm'l Airplanes & technical amendments to By-laws
12/16/13 8K re: increase in quarterly dividend and add'l $10 bil for stock repurchase program
Caterpillar CAT:
2/20/14 8K re: retail sales info
2/18/14 10K for year ended 12/31/13
1/27/14 8K re: 4Q results & 12/31/13 results
1/24/14 8K re: 3 mo. dealer stats thru 12/13
12/23/13 8K re: restructuring of Gosseliers, Belgium ops
12/19/13 8K re: 3 mo. dealer stats thru 11/13
12/11 8K re: mandatory retirement of David R. Goode, Charles D. Powell & amp; amp; amp; amp; amp; amp; amp; amp; Joshua I. Smith from Board & amp; amp; amendment to by-laws
Chevron CVX:
2/21/14 10K for year ended 12/31/13
1/31/14 8K re: grants of stock options to execs
1/31/14 8K re: 4Q and year end results
1/9/14 8K re: interim update for 4Q
12/13/13 8K re: election of Jon M. Huntsman, Jr. to Board & amendment to By-laws
Cisco CSCO:
3/11/14 8K re: exec's pre-arranged stock trading plan
3/3/14 8K re: issuance of Floating Rate Notes
2/26/14 8K re: public offering of Senior Notes
2/20/14 10Q & 2/12/14 8K re: qtr. ended 1/25/14
12/23/13 8K re: exec pre-arranged stock trading plans
12/4/13 8K re: pre-arranged stock trading plan for EVP & Chief Dev. Officer
Coke KO:
3/7/14 8K re: public offering of $1 bil Floating Rate Notes due '15
3/7/14 Proxy Statement re: Shareholder Meeting 4/23/14 12:30 pm Cobb Galeria, Atlanta
2/27/14 10K for year ended 12/31/13
2/21/14 8K re: Kathy Walker replacing Gary Fayad as EVP/CFO & retirement from BoD of Donald F. McHenry & Jacob Wallenberg
2/19/14 8K re: amendment of Restricted Stock Award Plan
2/18/14 8K re: results of 4Q & year
2/6/14 8K re: agreement with Green Mt. Coffee Roaster
1/24/14 8K & 12/18/13 8K both re: departure of EVP & Pres. of Coca-Cola Americas Steven A. Cahillane
Disney DIS:
3/18/14; 3/4/14; & 2/3/14 Add'l proxy materials
2/5/14 10Q & 2/5/14 8K re: Qtr ended 12/28/13
1/24/14 Def. Proxy (& Prelim 12/23/13) re: Annual Shareholders Mtg on 3/18/14 at 10 am Keller Aud., Portland, OR
12/23/13 8K re: election of Jack Dorsey to Board
12/9/13 8K re: Medium-Term Note Program
DuPont DD:
3/14/14 Proxy Stockholders Mtg 4/23/14 10:30 am, DuPont Theatre, Wilmington, DE
3/10/14 8K re: guidance for 2014
2/5/14 10K for year ended 12/31/13
1/28/14 8K re: 4Q results
ExxonMobil XOM:
3/11/14 8K re: presentation at analyst meeting
2/26/14 10K for year ended 12/31/13
2/21/14 8K re: oil reserves info
1/30/14 8K re: 4Q results
11/5/13 10Q & 10/31/13 8K re: 3 Qtr ended 9/30/13
GE:
3/11/14 8K re: public offering of Notes
3/5/14 Proxy Annual Shareholders Meeting 4/23/14 10 am Sheraton, Chicago
2/27/14 10K for year ended 12/31/13
1/17/14 8K re: 4Q results
Goldman Sachs GS:
3/3/14 8K re: issuance of Notes
3/3/14 8K re: election of Peter Oppenheimer to Bod
2/28/14 10K for year ended 12/31/13
2/12/14 8K re: public offering of debt
1/16/14 8K re: 4Q & year end results for 12/31/13.
12/2/13 8K re: approval by regulators of '13 Capital Plan
Home Depot HD:
2/28/14 8K re: election of Craig A. Menear, Pes. US Retail
2/25/14 8K re: results for fiscal year and qtr ended 2/2/14
Intel INTC:
2/14/14 10K for year ended 2/28/13
2/3/14 8K re: comp structure for execs & employees
1/16/14 8K re: results for 4Qtr & fiscal year ended 12/28/13
12/9/13 8K re: amdmt to '07 Annul Pref. Cash Bonus Plan for Exec Officers
IBM:
3/10/14 Proxy Stockholder Mtg 4/29/14 10 am Osborn Conv. Ctr., Jacksonville, FL
2/25/14 8K 10K for year ended 12/31/13
2/11/14 8K re: public offering of debt
2/10/14 8K re: closing of sale of IBM's customer care process outsourcing business to SYNNEX
1/31/14 8K re: exec comp. structure
1/23/14 8K re: sale of x86 server portfolio to Lenovo
1/22/14 8K re: 4Q earnings presentation
1/21/14 8K re: fin'l results for period ending 12/31/13
12/13/13 8K re: consulting contract with retiring Mark Loughridge, SVP
JPMorganChase JPM:
3/14/14 8K re: issuance of Notes
3/10/14 8K re: issuance of Pref. Stock
3/5/14 8K re: issuance of Notes
2/27/14 8K re: Investor Day Presentation
2/6/14 8K re: sale of Pref. Stock
2/5/14 8K re: payment of $614 mil to settle mortgage case brought by US Atty SDNY, FHA, HUD & VA
1/30/14 8K sale of Pref. Stock
1/28/14 8K re: public offering of Notes
1/24/14 8K re: grant of restricted stock units to CEO Jamie Dimon
1/22/14 8K re: issuance of fixed to floating rate non-cumulative preferred stock
1/14/14 2 8Ks re: 4Q results
1/7/14 8K re: settlement with various regulations relating to Madoff fraud
1/3/14 8K re: election of Michael A. Nead to Board
11/20/13 8K re: settlement by payment of $13 bil to settle with the President's Residential Mortgage Backed Securities (RMBS) Work Group of the Fin'l Fraud Enforcement Task Force
11/18/13 8K re: settlement by payment of $4.5 bil with 21 inst'l investors re: RMBS claims
Johnson & Johnson JNJ:
3/12/14 Proxy - Shareholder Meeting 4/24 10 am Hyatt Regency, New Brunswick, NJ
2/21/14 10K for year ended 12/29/13
1/21/14 8K re: 4Q 7 fiscal year ended 12/29/13 results
1/17/14 8K re: sale to Carlyle Group of Ortho-Clinical Diagnostics unit
12/4/13 8K re: sale of $3.5 bil Floating Rate notes
11/19/13 8K re: settlement of $2.5 Bil for DePuy hip system claims
McDonald's MCD:
3/13/14 8K re: presentation at Merrill Lynch Consumer Retail Conf. in NYC 3/12
3/10/14 8K re: Feb. sales
2/24/14 10K for year ended 12/31/13
2/14/14 8K re: exec awards under cash performance unit plan
2/10/14 8K re: Jan sales
1/31/14 8K re: payout structure for '14 Target Incentive Plan for Execs
1/23/14 8K re: 4Q & full year results for period ended 12/31/13
12/9/13 8K re: Nov. sales
Merck MRK:
2/28/14 8K re: amdmt of Bylaws so 15% of shareholders can call a meeting
2/27/14 10K for year ended 12/31/13
2/5/14 8K re: retirement of John Canan, Sr. VP Finance
2/5/14 8K re: 4Q & full year results
11/7/13 10Q & 10/28/13 8K re: 3 Qtr ended 9/30/13
Microsoft MSFT:
3/12/14 8K re: election of G. Mason Morfit, Pres. ValueAct Capital, to BoD
2/4/14 8K re: election of Satya Nadella as CEO
1/23/14 10Q & 1/23/14 8K re: 4Q ended 12/31/13
12/6/13 8K re: issuance of over $5 bil of notes un Euros & US Dollars
11/26/13 8K re: restructuring to a devices & services company
11/20/13 8K re: voting results of '13 Annual Meeting of Shareholders on 11/19/13
Nike NKE:
1/7/1410Q & 12/23/14 8K & 12/19/13 8K re: 4Q ended 11/30/13
10/7/13 10Q, 9/30/13 8K & 9/26/13 8K re: results for qtr ended 8/31/13
Pfizer PFE:
3/13/14 Proxy - Shareholder Meeting 4/24/14 8:30 am Hilton Short Hills, NJ
2/28/14 10K for year ended 12/31/13
1/28/14 8K re: results for 4Q and year
12/28/13 8K re: retirement of M. Anthony Burns from Board
12/19/13 8K re: amdmt of By-laws
12/17/13 8K re: promotion of Albert Bourla to Group VP, Vaccine, ONcology & amp; amp; amp; amp; amp; amp; amp; Consumer Health instead of Amy Schulman who leaves Pfizer (she was GC) & promotion of Susan Silberman to Pres. & amp; GM Global Vaccines
11/8/13 10Q & 10/29/13 8K re: 3 Qtr ended 9/29/13
Procter & Gamble PG:
2/28/14 8K re: A.G. Lafley's pre-arranged stock trading plan
2/14/14 8K re: exercise of stock options by CEO A.G. Lafley
2/11/14 8K re: company guidance
1/24/14 10Q & 1/24/14 2 8Ks re: results for fiscal year ended 12/31/13
1/14/14 8K re: declaration of quarterly dividend
12/13/13 8K re: amdmt to Code of Regulations
11/5/13 8K re: close of sale of 750 mil Euros 2% Notes due '21
11/4/13 8K close of sale of $2 bil Notes
3M MMM:
3/5/14 8K re: realignment of business segments
2/13/14 10K for year ended 12/31/13
1/30/14 8K re: 4Q & full year results
12/17/13 8K re: declaration of dividend & update of its 5 year plan ('13 - '17)
11/19/13 3 8Ks re: pre-arranged stock trading plans for CEO and other execs
Travelers TRV:
3/17/14 8K re: cahnge of date of Annual Shareholders Meeting from 5/28 to 5/27/14 at Hartford, Ct., Mariott Downtown
2/13/14 10K for year ended 12/31/13
2/6/14 8K re: election of Philip T. Ruegger III to Bod
1/21/14 8K re: 4Q results ended 12/31/13
United Technologies UTX:
3/14/14 Proxy - Shareholder Meeting 4/28 2 pm Ritz-Carlton, Charlotte, NC
2/6/14 10K for year ended 12/31/13
1/22/14 8K re: 4Q results
12/13/13 8K re: amdmt to B-Laws re: forum to adjudicate certain disputes
10/25/13 10Q & 10/22/13 8K re: 3 Qtr ended 9/30/13
10/22/13 8K re: 3Q results
UnitedHealth Group UNH:
3/7/14 8K re: presentation at Barclays Global Healthcare Conf. Miami 3/11
2/28/14 8K re: presentation at Raymond James INv. Conf. Orlando 3/4
2/12/14 10K for year ended 12/31/13
1/16/14 8K re: 4Q & full year results
1/3/14 8K re: presentation at Goldman Sachs Healthcare Conf.
12/2/13 8K re: Annual Investors Conference to be held 12/3 in NYC
Verizon Communications Inc. VZ:
3/17/14 Proxy - Annual Meeting of Shareholders 5/1/14 10:30 am, Sheraton, Phoenix, AZ
3/10/14; 2/1/14; 1/30/14 & 1/28/14 8Ks re: closing of the purchase of Vadafone's 45% interest in Verizon Wireless
3/7/14 8K re: declaration of quarterly dividend & repurchase program of up to 100 mil shares
2/27/14 10K for year ended 12/31/13
2/24/14 8K re: 2014 guidance
2/12/14 8K re: closing of sale of Notes
2/11/14 8K re: exec comp.
1/21/14 8K re: 4Q results
12/10/13 8K re: issuance of shares to purchase Vodafone's 45% interest in Verizon Wireless
12/10/13 Proxy re: Special Mtg of Shareholders re: Vodafone 1/28/14 10 am Westin Governor Morris, Morristown, NJ
Visa V:
3/1/314 8K re: resignation of Elizabeth Buse, EVP Solutions
3/7/14 8K re: pre-arranged stock trading plan for CFO
3/5/14 8K re: presentation at Morgan Stanley tech, Media & Telecom Conf 3/5
1/30/14 10Q for qtr ended 12/31/13
1/29/14 8K re: results of 1/29/14 Annual Meeting of Stockholders
1/29/14 8K re: declaration of dividends
12/13/13 Proxy re: Annual Mtg of Stockholders 1/29/14 8:30 am Crowne Plaza, Foster City, CA
WalMart WMT:
2/20/14 8K re: 4Q results
2/13/14 8K re: amendment to bylaws to allow 10% of sharehodlers to call a meeting
1/31/14 8K re: 2014 guidance
1/29/14 8K re: election of C. Douglas McMillan as Pres/CEO
1/29/14 8K/A re: compensation for EVP David Cheesewright
12/10/13 8K re: promotion of David Cheesewright to Pres. & CEO Walmart Int'l
12/6/13 10Q & 11/14/13 8K re: 3 Qtr ended 10/31/13
11/28/13 8K re: replacement of CEO Mike Duke with C. Douglas McMillon effective 2/1/13
11/22/13 8K re: election of Pamela C. Craig to Board
ADIOS.
