4/21/14 Mon am Supreme Court on Tues to Hear Aereo Case (Disney)

http://www.dowjonesmonitor.com/

Post No. 2,645 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 a summary of Dow 30 components'  SEC filings in each case as of 4/17/14.

A  read of the print editions of  Monday's Barron's,  Investor's  Business Daily, Wall St. Journal,   Financial Times,   New York Times, USA Today,  Atlanta Journal & Constitution  & Daily Report (Ga. - carries Bloomber) 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 Thursday's (the market was closed Fri. for Good Friday)   closing   stock prices and related data in alphabetical order.


The Dow Jones Industrial Average: The Dow Jones Industrial Average closed Thursday at 16408.54 down 16.31 or 0.10%  from Wednesday's close of 16424.85.  For the year the Dow is down 1.01%.  Of the Dow components   19  gained and 11  declined.  The biggest gainer dollar-wise was Boeing up $1.90 and percentage-wise was GE up 1.72%. The biggest decliner dollar-wise  and percentage-wise was IBM down $6.36 or 3.24%.


IBD pB8 "The big picture" by Paul Whitfield says stocks tacked on modest gains Thurs as the Nasdaq ended a 3 week losing streak and Thursday's action was up in rising vol while the current outlook is the market is in a correction.



As of the open    the market on Monday the current divisor for the Dow Jones Industrial Average found at page C4 of  Monday's Wall St. Journal is 0.15571590501117.  Monday's trailing P/E ratio is 16.15 unchanged from Thursday's opening  trailing P/E ratio of 16.15   (last year it was 16.12).  Monday's P/E estimate is 14.87 up from Thursday's opening estimate of 14.53   (year ago it was 13.15) and Monday's dividend yield is 2.19 up  from Thursday's opening dividend yield of 2.17   (last year it was 2.45). 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.



Thursday's Dow Jones Industrial Average closing numerator was 2555.07 down 2.54  from  Wednesday's closing numerator of 2557.61.  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  Thursday's Dow Jones Industrial Average was $85.17 down 8 cents  from Wednesday's average closing price of $85.25.  The median closing price of  Thursday's Dow Jones Industrial Average was $78.83   (WMT/DIS)  up 26 cents from Wednesday's median closing price of $78.57 (DIS/UNH. The lowest volume was   Travelers and the highest volume was GE.


If  Thursday 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 $254  ($255,761 - $255,507).

4/17/14 Thurs. 4:22   pm MarketWatch by Anora Mahmudova says U.S. stocks  ended the holiday-shortened week with solid gains, after four straight day of increases on the S&P 500 and Nasdaq Composite. The benchmark index traded sideways on Thursday as investors weighed a mixed bag of earnings results and generally positive economic data. The Dow Jones Industrial Average finished the day slightly lower. U.S. markets are closed Friday for the Good Friday holiday. The S&P 500 SPX +0.14% ended the day 2.54 points, or 0.1%, higher at 1,864.85 and gained 2.7% over the past 4 days. The Dow Jones Industrial Average DJIA -0.10% closed 16.31 points, or 0.1%, lower at 16,408.54. The blue-chip index gained 2.4% over the past four days, recouping all of the losses from the previous week. The Nasdaq Composite COMP +0.23% added 9.29 points, or 0.2%, to 4,095.52.                    

Monday's Dow News followed by Thursday's Closing Dow Numbers:

AT&T: NYT pB6 "A switch to fight phone theft" by Brian X. Chen  AT&T and Verizon will offer free antitheft software for cellphones at the beginning of NY but regulators says the kill switch must be automatic.

WSJ pC1 "AT&T is counting on its next big thing" by Miriam Gottfried says AT&T has been promoting its Next that separates the cost of the phone from the cost of the  plan and analysts expect AT&T which reports Tues to post earnings of 70 cents a share on rev of $32.4 bil up from 64 cents a share on rev of $31.4 bil a year ago.   Verizon is expected to add a net of 500,000 subscribers.

WSJ pB3 "Verizon, AT&T are facing Spectrum bidding limits" by Ryan Knutson, Thomas Gryta says  says FCC Chair Tom Wheeler says the larger firms such as AT&T and Verizon should not be allowed to bid for the upcoming auction of new spectrum.

 Barron's p15 "Week preview" says  on Tuesday United Technologies will report 1Q results with the consensus estimate being $1.27 per share vs. $1.39 a year ago, also on Tuesday McDonald's and AT&T will report results; and on Wednesday 4/23 Boeing and Procter & Gamble will report results.

American Express:  No mentions found.

Boeing:  Barron's p15 "Week preview" says  on Tuesday United technologies will report 1Q results with the consensus estimate being $1.27 per share vs. $1.39 a year ago, also on Tuesday McDonald's and AT&T will report results; and on Wednesday 4/23 Boeing and Procter & Gamble will report results.

Caterpillar:  Barron's p15 "Week preview" says  on Tuesday United technologies will report 1Q results with the consensus estimate being $1.27 per share vs. $1.39 a year ago, also on Tuesday McDonald's and AT&T will report results; and on Wednesday 4/23 Boeing and Procter & Gamble will report results.

Chevron:  No mentions found.

Cisco:  Barron's p42 "CEO Spotlight John Chambers, Cisco Systems The once and future king of tech" by Dyan Machan says Chambers' over the top work ethic is a part of his legend as much as his high speed talking & W. va. twang.  His exuberance took Cisco from rev of $1.2 bil in '95 when he became CEO to last year's sales of $48.6 bil; profits are up nearly 20 fold to $10 bil.  In 2000 Cisco was the most valuable company in the world with a market value of over $500 bil. Chambers "suffered from severe dyslexia as a child."  Cisco is now No. 3 in revenue in the IT world behind IBM and Microsoft.

IBD pB10 "Chipmakers strive for big profits as Internet of things flourishes" by Ken Shreve says Cisco Systems recently said that the number of devices connected to the Internet could reach 50 bil by 2020.

Coke:    Barron's Cover Story "Buy Home Depot" p 25 by Avi Salzmansays a spring awakening at Home Depot could blossom into gains as the housing market revives and says the stock could rise 25%.  Home Depot has risen 5.95 for the past 12 months while Walmart's stock has been down 1.1%.  Wall Street expects Home Depot to achieve long term earnings growth of 16.4%, far ahead of the average Dow stock at 9.2%.  Visa is the only Dow component with better perceived earnings prospects and it trades for 21 times forward estimates.  while other Dow components, including Coca-Cola, Procter & gamble, Wal-Mart and ExxonMobil face considerable had winds, among them, declining demand in core markets, weakening production, and changing consumer appetites, Home depot has the wind firmly at its back.

Disney:  NYT pB1 "Aereo case will shape TV's future" by David Carr, USAT p1B "The battle over Aereo will shape TV's future" by Michael Wolff, WSJ pA13 "Aereo's TV Internet broadcasts are a simple case of piracy" by John K. Hane say  on Tuesday the Supreme Court will hear ABC v Aereo will decide whether Aereo can sell their booster antennas in order to redeliver free tv.

WSJ pB7 "Captain continues to lead" by AP says Disney's captain American has sales of cumulative of $201.5 mil

DuPont:   No mentions found.

Exxon:  Barron's Cover Story "Buy Home Depot" p 25 by Avi Salzmansays a spring awakening at Home Depot could blossom into gains as the housing market revives and says the stock could rise 25%.  Home Depot has risen 5.95 for the past 12 months while Walmart's stock has been down 1.1%.  Wall Street expects Home Depot to achieve long term earnings growth of 16.4%, far ahead of the average Dow stock at 9.2%.  Visa is the only Dow component with better perceived earnings prospects and it trades for 21 times forward estimates.  while other Dow components, including Coca-Cola, Procter & gamble, Wal-Mart and ExxonMobil face considerable had winds, among them, declining demand in core markets, weakening production, and changing consumer appetites, Home depot has the wind firmly at its back.

GE:  Barron's p14 "Week review" says GE CEO Jeffrey Immelt may end his tenure sooner than the expected 20 years.  Goldman Sachs reported better than expected returns for 1Q.

Goldman Sachs:    Barron's p14 "Week review" says GE CEO Jeffrey Immelt may end his tenure sooner than the expected 20 years.  Goldman Sachs reported better than expected returns for 1Q.

Home Depot:  Barron's Cover Story "Buy Home Depot" p 25 by Avi Salzmansays a spring awakening at Home Depot could blossom into gains as the housing market revives and says the stock could rise 25%.  Home Depot has risen 5.95 for the past 12 months while Walmart's stock has been down 1.1%.  Wall Street expects Home Depot to achieve long term earnings growth of 16.4%, far ahead of the average Dow stock at 9.2%.  Visa is the only Dow component with better perceived earnings prospects and it trades for 21 times forward estimates.  while other Dow components, including Coca-Cola, Procter & gamble, Wal-Mart and ExxonMobil face considerable had winds, among them, declining demand in core markets, weakening production, and changing consumer appetites, Home depot has the wind firmly at its back.

IBD pB5 "Investor's Corner Home Depot" by Ken Hoover says Home Depot, a big winner in the 90's rode a home remodeling and do it yourself construction boom.  You might have bought it coming out of a base in May '97 and by April '99 you had a 247% profit.  The stock got support at its 40 week line in the summer of '99 and again in Mar. 2000 then fell below the line in May and stayed there for 9 week and tried to rally above the line but fell back amid a deep bear decline due to the dot com bust.  Support had now become resistance and this is where the long term holder needs to sell but it's hard to sell a stock that's been so good to you for years.

Intel:  WSJ pA1 ":Tech giants discussed hiring, say documents" by Jeff Elder says in a trial set to start next month in Cal Intel, Google, Apple and Adobe are accused in a class action suit of colluding to suppress wages between '05 and '09 by agreeing not to poach each other's employees.  64,000 employees are seeking $3 bil in damages. 

IBD pA6 "30 great stocks Microsoft made PCs a home appliance" by Reinhardt Krause profiles Microsoft and tell show constant product rollouts and shrewd business steps drove its stock up 67,282%.  Microsoft's big break came in 1980 when IBM impressed by the startup's software prowess, picket it to create the operating system for its first PC. In the early 1980's Microsoft worked closely with chipmaker Intel to define PC hardware and software standards.

IBM:    IBD pA6 "30 great stocks Microsoft made PCs a home appliance" by Reinhardt Krause profiles Microsoft and tell show constant product rollouts and shrewd business steps drove its stock up 67,282%.  Microsoft's big break came in 1980 when IBM impressed by the startup's software prowess, picket it to create the operating system for its first PC. In the early 1980's Microsoft worked closely with chipmaker Intel to define PC hardware and software standards.

Barron's p42 "CEO Spotlight John Chambers, Cisco Systems The once and future king of tech" by Dyan Machan says Chambers' over the top work ethic is a part of his legend as much as his high speed talking & W. va. twang.  His exuberance took Cisco from rev of $1.2 bil in '95 when he became CEO to last year's sales of $48.6 bil; profits are up nearly 20 fold to $10 bil.  In 2000 Cisco was the most valuable company in the world with a market value of over $500 bil. Chambers "suffered from severe dyslexia as a child."  Cisco is now No. 3 in revenue in the IT world behind IBM and Microsoft.

JPMorgan:    No mentions found.

Johnson & Johnson: No mentions found.

McDonald's: WSJ pB2 "McDonald's could use a hot breakfast" by Julie Jargon says breakfast accounts for 25% of McDonald's sales and competition is heating up.

WSJ pB3 "McDonald's burger chain to revamp some China restaurants" by Laurie Burkitt, Julie Jargon says the move comes as China's economic growth slows.

 Barron's p15 "Week preview" says  on Tuesday United technologies will report 1Q results with the consensus estimate being $1.27 per share vs. $1.39 a year ago, also on Tuesday McDonald's and AT&T will report results; and on Wednesday 4/23 Boeing and Procter & Gamble will report results.

Merck:  Barron's p36 "A new approach to value" by Brendan Conway says Merck is a "steady-eddy" stock.

Microsoft:  IBD pA6 "30 great stocks Microsoft made PCs a home appliance" by Reinhardt Krause profiles Microsoft and tell show constant product rollouts and shrewd business steps drove its stock up 67,282%.  Microsoft's big break came in 1980 when IBM impressed by the startup's software prowess, picket it to create the operating system for its first PC. In the early 1980's Microsoft worked closely with chipmaker Intel to define PC hardware and software standards.

 Barron's p42 "CEO Spotlight John Chambers, Cisco Systems The once and future king of tech" by Dyan Machan says Chambers' over the top work ethic is a part of his legend as much as his high speed talking & W. va. twang.  His exuberance took Cisco from rev of $1.2 bil in '95 when he became CEO to last year's sales of $48.6 bil; profits are up nearly 20 fold to $10 bil.  In 2000 Cisco was the most valuable company in the world with a market value of over $500 bil. Chambers "suffered from severe dyslexia as a child."  Cisco is now No. 3 in revenue in the IT world behind IBM and Microsoft.

Nike:  No mentions found.

Pfizer:  IBD pA9 "The right to a speedy clinical trial" by Amy Reeves says a more efficient FDA has boosted the value of a wide array of innovative drug makers.   This month the biotech community has debated whether Pfizer can file for approval based on phase two data it reported April 6 on its breast cancer drug palbociclib which showed an excellent  progression free survival metric benefit of 10.2 months when compared with its control group but did not show an overall survival trend.

Procter & Gamble:   FT p20 "P&G's chief in for the long haul" says since AG Lafley returned as CEO productivity has picked up and analysts expect him to stay another year or two to retune the Procter & Gamble.

Barron's p15 "Week preview" says  on Tuesday United technologies will report 1Q results with the consensus estimate being $1.27 per share vs. $1.39 a year ago, also on Tuesday McDonald's and AT&T will report results; and on Wednesday 4/23 Boeing and Procter & Gamble will report results.

Barron's Cover Story "Buy Home Depot" p 25 by Avi Salzmansays a spring awakening at Home Depot could blossom into gains as the housing market revives and says the stock could rise 25%.  Home Depot has risen 5.95 for the past 12 months while Walmart's stock has been down 1.1%.  Wall Street expects Home Depot to achieve long term earnings growth of 16.4%, far ahead of the average Dow stock at 9.2%.  Visa is the only Dow component with better perceived earnings prospects and it trades for 21 times forward estimates.  while other Dow components, including Coca-Cola, Procter & Gamble, Wal-Mart and ExxonMobil face considerable had winds, among them, declining demand in core markets, weakening production, and changing consumer appetites, Home depot has the wind firmly at its back.

3M:  No mentions found.

Travelers:  No mentions found.

United Technologies:  Barron's p15 "Week preview" says  on Tuesday United Technologies will report 1Q results with the consensus estimate being $1.27 per share vs. $1.39 a year ago, also on Tuesday McDonald's and AT&T will report results; and on Wednesday 4/23 Boeing and Procter & Gamble will report results.

UnitedHealth:  IBD pA1 "UnitedHealth earnings fall 5% on ObamaCare, Medicare cuts" by Ciaran McEvoy says UnitedHealth Group reported a 1Q earnings decline Thurs blaming the medical insurance overhaul and Gilead's hepatitis C drug.

Verizon:  WSJ pB3 "Verizon, AT&T are facing Spectrum bidding limits" by Ryan Knutson, Thomas Gryta says  says FCC Chair Tom Wheeler says the larger firms such as AT&T and Verizon should not be allowed to bid for the upcoming auction of new spectrum.

NYT pB6 "A swi8tch to fight phone theft" by Brian X. Chen  AT&T and Verizon will offer free antitheft software for cellphones at the beginning of NY but regulators says the kill switch must be automatic.

WSJ pC1 "AT&T is counting on its next big thing" by Miriam Gotttffired says AT&T has been promoting its Next that separates the cost of the phone from the cost of the  plan and analysts expect AT&T which reports Tues to post earnings of 70 cents a share on rev of $32.4 bil up from 64 cents a share on rev of $31.4 bil a year ago.   Verizon is expected to add a net of 500,000 subscribers.

WSJ pC8 "Comcast's hot spot signal for a Sprint deal" by Miriam Gottfried says Comcast is competing with AT&T and Verizon.

Visa:    Barron's Cover Story "Buy Home Depot" p 25 by Avi Salzmansays a spring awakening at Home Depot could blossom into gains as the housing market revives and says the stock could rise 25%.  Home Depot has risen 5.95 for the past 12 months while Walmart's stock has been down 1.1%.  Wall Street expects Home Depot to achieve long term earnings growth of 16.4%, far ahead of the average Dow stock at 9.2%.  Visa is the only Dow component with better perceived earnings prospects and it trades for 21 times forward estimates.  while other Dow components, including Coca-Cola, Procter & Gamble, Wal-Mart and ExxonMobil face considerable had winds, among them, declining demand in core markets, weakening production, and changing consumer appetites, Home depot has the wind firmly at its back.

Walmart:    Barron's Cover Story "Buy Home Depot" p 25 by Avi Salzmansays a spring awakening at Home Depot could blossom into gains as the housing market revives and says the stock could rise 25%.  Home Depot has risen 5.95 for the past 12 months while Walmart's stock has been down 1.1%.  Wall Street expects Home Depot to achieve long term earnings growth of 16.4%, far ahead of the average Dow stock at 9.2%.  Visa is the only Dow component with better perceived earnings prospects and it trades for 21 times forward estimates.  while other Dow components, including Coca-Cola, Procter & Gamble, Wal-Mart and ExxonMobil face considerable had winds, among them, declining demand in core markets, weakening production, and changing consumer appetites, Home depot has the wind firmly at its back.


Thursday's Closing Dow Numbers:

Symbol  Last Sal  eChange  % Change  Share Volume  Market 

T$36.040.06 ▼ 0.17%25,198,393NYSE
AXP$86.221.18 ▼ 1.35%9,214,265NYSE
BA$127.941.90 ▲ 1.51%3,012,999NYSE
CAT$102.840.09 ▼ 0.09%2,975,410NYSE
CVX$123.681.85 ▲ 1.52%8,553,575NYSE
CSCO$23.210.18 ▲ 0.78%47,653,180NASDAQ-GS
KO$40.720.13 ▲ 0.32%18,243,680NYSE
DIS$79.991.04 ▲ 1.32%6,839,396NYSE
DD$66.980.74 ▼ 1.09%6,012,533NYSE
XOM$100.420.48 ▲ 0.48%15,382,539NYSE
GE$26.5690.449 ▲ 1.72%66,783,025NYSE
GS$157.440.22 ▲ 0.14%4,425,515NYSE
HD$77.10.52 ▲ 0.68%6,580,258NYSE
INTC$27.040.11 ▲ 0.41%35,876,058NASDAQ-GS
IBM$190.046.36 ▼ 3.24%10,663,568NYSE
JPM$55.220.04 ▼ 0.07%17,072,609NYSEJ
NJ$98.980.23 ▲ 0.23%7,750,634NYSE
MCD$100.260.57 ▼ 0.57%3,880,974NYSE
MRK$56.470.21 ▲ 0.37%9,910,314NYSE
MSFT$40.010.39 ▼ 0.97%36,482,007NASDAQ-GS
NKE$74.030.93 ▲ 1.27%4,189,365NYSE
PFE$30.250.16 ▲ 0.53%26,374,039NYSE
PG$81.760.11 ▲ 0.13%7,251,409NYSE
MMM$137.740.97 ▲ 0.71%2,492,156NYSE
TRV$86.680.10 ▼ 0.12%1,798,088NYSE
UTX$118.590.52 ▲ 0.44%2,814,619NYSE
UNH$75.782.41 ▼ 3.08%12,964,036NYSE
VZ$47.60.50 ▲ 1.06%22,172,203DualListed
V$208.091.27 ▼ 0.61%2,950,271NYSE
WMT$77.660.44 ▲ 0.57%5,843,772NYSE

***********************
 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 (Redmond, WA)


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 4/17/14 ranked in order of market capitalization in billions:

1. Exxon Mobil XOM $433.94
2. Microsoft MSFT 332.11
3. Johnson & Johnson JNJ 279.95
4. GE 266.48
5. WalMart WMT 250.78
6. Chevron CVX 236.12
7.  Procter & Gamble PG 221.68
8. JPMorgan Chase JPM 209.13
9.  IBM 197.87
10. Verizon VZ 197.
11. Pfizer PFE 193.08
12. AT&T T 187.65
13. Coke KO 179.41
14. Merck MRK 166.06
15.  Disney DIS 140.15
16. Intel INTC 134.44
17. Visa V 131.76
18. Cisco CSCO 119.56
19. United Technologies UTX 108.52
20. Home Depot HD 106.49
21. McDonald's MCD 99.24 
22. Boeing BA 95.1 
23. American Express AXP 91.44
24. 3M MMM 91.27
25. UnitedHealth UNH 74.96
26. Goldman Sachs GS 73.58
27. Caterpillar CAT 65.59
28. Nike NKE 65.016
29. DuPont DD 62.14
30. Travelers TRV 30.54

****************************************
Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 4/17/14:

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

AT&T T:
3/31/14 8K re: closing of sale of Flotating Rate Global Notes due '17
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



American Express AXP:
4/16/14 8K re: 1Q results
4/15 8K re: delinq. & write-off stats for 3 months ended 3/31/14
3/27/14 Proxy re: Annual Mtg. of Shareholders 5/12 at  9 a.m. at AXP HQ in NYC
3/26/14 8K re: dividend of 26 cents per share & buyback of up to $4.4 bil of common shares in '14
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




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


Caterpillar CAT:
3/20/14 8K re: 3 month dealer stats thru 2/14
 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



Chevron CVX:
4/10/14 Proxy re: Annual Meeting of Shareholders on 5/28 at Permian Basin Petroleum Museum, Midland, Tx at 8 am
4/9/14 8K re: Interim update for 1Q
3/28/14 8K re: increase in comp. to exec officers
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



Cisco CSCO:
3/26/14 8K re: adoption of pre-arranged exec stock trading plans
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



Coke KO:
4/15/14 8K re: 1Q results
4/3/14 & 3/28/14 Proxy material re: issue of exec. comp.
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:
3/20/14 8K re: amdmt to cert. of incorp.
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




DuPont DD:
/17/14 8K re: results for qtr ended 3/31
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:
4/11/14 Proxy re: Shareholder Mtg on 5/28 at Myerson Symphony Ctr, Dallas, Tx at 9:30 am
3/24/14 8K re: Reg. FD disclosure re: '13 Fin'l & Operating Rev
3/20/14 8K re: issuance of Float Rate Notes
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

GE:
4/17/14 8K re: 1Q results
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:
4/17/14 8K re: 1Q results
4/4/14 Proxy re: Shareholder Mtg at 5/16 at GS Office, Irving Tx at 9:30 am
3/26/14 8K re: revised '14 capital plan submitted to Fed. Res. Bd.
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.



Home Depot HD:
4/7/14 Proxy re: Shareholder Mtg 5/22 Cobb Galleria Centre, Atlanta, Ga. at 9:00 am
3/27/14 10K for year ended 2/2/14
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:
4/15/14 8K re: 1Q results
4/7/14 8K re: changes to operating segments reports
4/3/14 Proxy re: Stockholder Mtg on 5/22 at 8:30 am at Intel HQ, Santa Clara, CA
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




IBM:
4/17/14 & 4/16/14 8K re: 1Q earnings presentation
4/3/14 Proxy re: add't'l info
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


JPMorganChase JPM:
4/11/14 2 8Ks re: 1Q results
4/9/14 Proxy re: Shareholder Mtg at JPM Offices on 5/20/14 at Tampa, Fl at 10:00 am
3/26/14 8K re: dividend of 40 cents per share & buyback of $6.5 bil of common stock
3/20/14 8K results of '14 Dodd-Frank Act Stress Tests
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



Johnson & Johnson JNJ:
4/15/14 8K re: results of 1Q ended 3/30/14
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




McDonald's MCD:
4/11/14 Proxy re: Shareholder Mtg on 5/22/14 at 8 am at MCD HQ at Oak Brook, Ill
3/21/14 8K re: retirement of COO Tim Fenton & global mgmt. restructure
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




Merck MRK:
4/14/14 Proxy re: Shareholder Mtg on 5/27 at 9 am at Bridgewater Marriott, Bridgewater, NJ
3/27/14 8K re: departure of EVP/CEO Peter N. Kellogg
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


Microsoft MSFT:
3/20/14 8K re: resignation from Bd. of Dirs. of Stephen J. Luczo
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




Nike NKE:
4/7/14 10Q & 3/25/14 & 3/20/14 8Ks re: Year ended 2/28/14
1/7/1410Q  & 12/23/14 8K & 12/19/13 8K re: 4Q ended 11/30/13



Pfizer PFE:
4/11/14 & 4/2/14 Proxy re: add't'l info
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


Procter & Gamble PG:
4/9/14 8K re: sale of Pet Food biz to Mars for $2.9 bil
4/7/14 8K re: dividend of 64 cents  on common & preferred shares
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



3M MMM:
4/15/14; 3/27/14; & 3/26/14 Proxy re: Stockholder Mtg on 5/13/14 at 10:00 am at Austin Conv. Ctr. at Austin, Tx
4/8/14 8K re: imminent danger order issued and then lifted for Greystone Plant at Wauscu, Wisc.
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



Travelers TRV:
4/11/14 Proxy re: shareholder Mtg on 5/27 at 1 pm at Hartford Marriott Downtown, Hartford, Ct.
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:
4/8/14 Proxy re: add'l info
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



UnitedHealth Group UNH:
4/17/14 8K re: 1Q results
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.


Verizon Communications Inc. VZ:
4/11/14 Proxy re: add'l info
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 Vodafone'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




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

WalMart WMT:
4/7 8K re: issuance of euro Notes due '22
3/21/14 10K for FY ended 1/31/14
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


SO LONG, THAT'S ALL