Tuesday, July 1, 2014

7/1/14 Tues pm Dow Closes at 16,956.07 up 129.47 or 0.77% New High

http://www.dowjonesmonitor.com/

Post No. 2,721 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 as and a summary of recent Dow 30 components'  SEC filings.

The Dow Jones Industrial Average closed  Tuesday at 16956.07 up 129.47 or 0.77%   from Monday's close of 16826.60.  Of the Dow components  25  gained and  5   declined.   The biggest gainer   dollar-wise  and percentage-wise was IBM up $5.08 or 2.8%. The biggest decliner   dollar-wise  and percentage-wise was  Goldman Sachs down 63 cents or 0.38%.


As of the open of  the market on Tuesday the current divisor for the Dow Jones Industrial Average found at page C9 of Tuesday's Wall St. Journal is 0.15571590501117.  Tuesday's trailing P/E ratio is 16.45 down from Monday's trailing P/E ratio of 16.48 (last year it was 16.28).  Tuesday's P/E estimate is 15.05 unchanged from Monday's P/E estimate of 15.05 (year ago it was 13.42) and Tuesday's dividend yield is 2.18 up  from  Monday's dividend yield of 2.17 (last year it was 2.44). The Dow's all-time high was 16,956.07 on July 1,  2014. The 12 year low close for the Dow was on March 9, 2009 when it fell to 6,547.05.

Tuesday's Dow Jones Industrial Average numerator is 2640.33 up 20.16  from  Monday's   numerator of 2620.17.  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  Tuesday's Dow Jones Industrial Average was $88.01 up 67 cents from Monday's  average closing price of $87.34.  The median closing price of  Tuesday's Dow Jones Industrial Average was $81.85  (HD/UNH)  up 89 cents from Monday's median closing price of $80.96 (HD/UNH. The lowest volume was Travelers and the highest volume was Cisco.

If  Tuesday morning before the market opened you had purchased 100 shares of each of the Dow Jones Industrial Average 30 shares (assuming you could buy fractional shares and assuming no transaction costs or dividends) and sold at the close you would have made $2,016  ($264,033 - $262,017).

7/1/14 Tuesday 4:15    pm MarketWatch by Anora Mahmudova & Carla Mozee says the S&P 500 and the Dow Jones Industrial Average closed at record levels, led by gains in the health-care, tech and consumer discretionary sectors.
Economic data continued to point to an improving economy; a manufacturing index showed the strongest level of new orders since the end of last year.

The S&P 500 SPX +0.67%  gained 13.09 points, or 0.7%, to end at 1,973.32, its 23rd record close this year. The benchmark index hit an all-time intraday high at 1,978.62.
The Dow Jones Industrial Average DJIA +0.77%  came within two points of 17,000 during the session. It gained 129.47 points, or 0.8%, to close at 16,956.04, its 12th record close of 2014.
The Nasdaq Composite COMP +1.15%  rose 50.47 points, or 1.1%, to 4,458.65, its highest level since March 2000.
The Russell 2000 RUT +1.09%   closed within a hair’s breadth of its previous record level reached on March 4, gaining 12.64 points, or 1%, to end at a preliminary 1,205.82.                                        
Marc Doss, regional chief investment officer for Wells Fargo Private Bank, said economic data point to a rebound in the U.S. economy.
“After a terrible first quarter, we are seeing a rebound in housing, manufacturing. The economy is growing but slowly enough for the Fed to keep rates low for a while. This environment is very favorable for equities,” Doss said.
On Wednesday, investors will get a report on private-sector job creation. The ADP employment report, due at 8:15 a.m. Eastern time, is expected to show an increase of 179,000. It comes a day before the monthly U.S. jobs report, moved up by 24 hours because of the July 4 holiday. 
In a further sign that consumers are spending more, U.S. car sales in June reached the highest annual rate in more than eight years and exceeded the pace than economists had expected. General Motors Co. GM -0.24% shares rose 3% as the car maker reported its U.S. car and light truck sales rose 1% in June to 267,461 vehicles.
Shares of Netflix Inc.NFLX +0.00%  leapt 7% after Goldman Sachs analysts upgraded the stock to a buy, from neutral.
Exelon Corp. EXC -2.14%   was one of the biggest decliners in the S&P, as utilities dragged on the index. The stock dropped 2% Tuesday but has climbed 30% so far this year.
In other markets, Japan’s Nikkei Average /                        JP:NIK +1.08% rose 1.1% and Europe’s Stoxx 600 XX:SXXP +0.89% closed higher.
Upbeat Chinese and European economic data briefly lifted oil futuresCLQ4 -0.01% above $106 a barrel, but prices settled slightly lower for a fourth session in a row ahead of weekly updates on U.S. supplies. Gold futures GCQ4 +0.36% logged their highest settlement in about 11 weeks, as clashes in eastern Ukraine and the Middle East boosted safe-haven demand for the precious metal.

Tuesday'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
****************
The following are excerpts from Tuesday morning's Blog:

A  read of the print editions of  Tuesday's  Wall Street Journal, Financial Times,  Investor's Business Daily, New York Times, USA Today,  Atlanta Journal & Constitution  & Daily Report (Ga. - carries Bloomberg)  yielded the following stories about Dow Jones Industrial Average 30 component companies and the Dow with stories about the Dow aggregated first and then items about Dow Jones Industrial Average 30 companies presented alphabetically, followed by a separate table of Dow component's symbol and Monday's  closing   stock prices and related data in alphabetical order.

The Dow Jones Industrial Average:  The Dow Jones Industrial Average closed  Monday at 16826.60 down 25.24 or 0.15%   from Friday's close of 16851.84.  For the year the Dow is up 1.5%.   For the quarter the Dow is up 2.24%.  Of the Dow components  10  gained, Disney was unchanged and   19  declined.   The biggest gainer   dollar-wise  was and percentage-wise was Verizon up $1.43 or 0.68%. The biggest decliner   dollar-wise was Boeing down $1.31 and percentage-wise was  Microsoft down 1.3%.

WSJ pC4 "stocks steady ahead of data" by Dan Strumpf says stocks closed out a positive quarter with a quiet session ahead of key economic data due out later in the week.

NYT pB7 "Wall Street is mixed but caps a 6th quarter of gains" by Reuters says the market barely reacted from data that showed the pace of business activity in June in the Midwest dipped more than expected from a 7 month high.

IBD pB2 "Leading stocks outperform as market finishes mixed" by Vincent Mao says Monday's action was mixed in lower trade & the current outlook is confirmed uptrend.

FT p21 "Wall street" by Jennifer Bissell says US equities were set to finish the quarter on an overall up beat despite mixed trading.


Monday's Dow Jones Industrial Average numerator is 2620.17 down 3.93  from  Friday's   numerator of 2624.10.  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 $87.34 down 23 cents from Friday's  average closing price of $87.47.  The median closing price of  Monday's Dow Jones Industrial Average was $80.96  (HD/UNH)  down 57 cents from Friday's median closing price of $81.53 (HD/UNH. The lowest volume was 3M 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 lost $393  ($262,410 - $262,017).

6/30/14 Monday 4:27    pm MarketWatch by Anora Mahmudova & William L. Watts says U.S. stocks ended June and the second quarter higher, even as the broader market closed marginally lower on Monday.                                        
The S&P 500 recorded the fifth consecutive month of gains and the biggest second-quarter gain since 2009.                                        
The benchmark index SPX -0.04%  closed less than a point lower at 1,960.19, gaining 3.9% over the month and 5% over the quarter.
The Dow Jones Industrial Average DJIA -0.15%  shed 25.24 points, or 0.2%, to 16,825.96, but gained 1.9% over the past month and 2.2% over the past quarter.
The Nasdaq Composite COMP +0.23%  defied the trend and ended the day 10.25 points, or 0.2%, higher at 4,408.18. The tech-heavy index gained 3.9% in June and 5% over the past quarter. Read the recap of stock market live blog .
For the first half of 2014, the S&P 500 recorded a 6.1% rise, the Dow industrials rose 1.5%, and the Nasdaq gained 5.5%. Airline, pharmaceutical, and utilities stocks led advancers during the period, which was marked by the impact of bad weather, a drop in first-quarter gross domestic product and a decline in Treasury yields.
Here are some tips on how to help a client who owns too many mutual funds.
Among individual stocks, shares of Yahoo Inc. YHOO +0.11%  gained 2.5% after Piper Jaffray upgraded shares to overweight. Bank of New York Mellon BK -0.11%   climbed 3.1% as activist investor Trian Fund Management builds up a stake, according to The Wall Street Journal. A newcomer GoPro Inc GPRO +0.89%   climbed 14% on its third day of trading.                                       
The S&P 500 and Dow briefly turned higher after a gauge of pending home sales jumped 6.1% in May to hit its highest level in eight months. On Tuesday, investors will be watching numbers from the Institute for Supply Management’s manufacturing report for June . This week will be shortened by the Fourth of July holiday on Friday, which means closely watched U.S. jobs data for June will be released on Thursday. Economists are looking for the addition of 215,000 nonfarm-payrolls jobs and no change in the unemployment rate of 6.3%.                                          
In other markets, Asian shares ended mixed, with Japan’s Nikkei Average                         JP:NIK +0.45%  posting a 0.4% gain. European stocks /quotes/zigman/2380150/realtime XX:SXXP -0.03%  were flat after a reading of steady inflation in the euro zone.
The ICE dollar indexDXY -0.28% , which pits the greenback against six other currencies, fell to 79.779 from 80.331 late Friday.
Oil futures CLQ4 -0.26%  continued to give back the fear premium on growing confidence Iraq’s oil exports will remain insulated from the turmoil, but prices still logged sizable gains for the month and quarter. Gold futures GCQ4 +0.61%  settled with their biggest monthly gain since February.

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

AT&T:  WSJ pB6 "Big data chips away at cost" by Vipal Monga new way of analyzing data saved AT&T and others millions in travel costs and other expenses.

FT p12 "Local TV & Aereo" says Disney, Fox and CBS were not the real winners of the aereo ruling, the real winners were local US broadcasters.

FT p6 "Scrambled signal" by Daniel Thomas, Alex Barker says the fragmented mobile phone industry undermines Europe's single market dream.  Story compares Europe's fragmented market with the Us market led by Verizon and AT&T.

American Express:  No mentions found.

Boeing:  WSJ pB5 Boeing first Dreamliner delivered to Air NEw Zealand" by Jon Ostrower says the delivery was Mon.

Caterpillar:  No mentions found.

Chevron:  No mentions found.

Cisco:  USAT p5B "Robots soon will write earnings stories for AP" by Rogery Yu says this will be done by Automated Insights which was founded by a Cisco employee in 2007.

Coke:  No mentions found.

Disney:  No mentions found.

DuPont:  No mentions found.

Exxon:  No mentions found.

GE:  No mentions found.

Home Depot:  No mentions found.

Intel:  No mentions found.

IBM:  No mentions found.

JPMorgan:  WSJ pC3 "Madoff trustee's bank suits halted" by Brent Kendall says JP Morgan had been sued by Trustee Picard and in Jan agreed to pay $2,.6 bil to settle claims it failed to police Madoff properly.

Johnson & Johnson:  No mentions found.

McDonald's:  No mentions found.

Merck:  No mentions found.

Microsoft:  FT p1 "Brussels raps US in privacy row over demand for Microsoft emails" by Richard Waters says an attempt by US authorities to force Microsoft to hand over emails has drawn a rebuke from Brussels.

Nike: IBD pA2 "Nike, Foot Locker seeing gains" says the top 2 brands in the US were Nike's Jordan Brand and Nike.

Pfizer:  No mentions found.

Procter & Gamble:  No mentions found.

3M:  No mentions found.

Travelers:  No mentions found.

United Technologies:  No mentions found.

UnitedHealth:  No mentions found.

Verizon:  No mentions found.

Visa:  No mentions found.

Walmart:        No mentions found.

Monday's Closing Dow Numbers:

SymbolLast SaleChange% ChangeShare VolumeMarket
T▼ NYSE
AXP▼ NYSE
BA▼ NYSE
CAT▼ NYSE
CVX▲ NYSE
CSCO▲ NASDAQ-GS
KO▲ NYSE
DIS▲ NYSE
DD unch 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 (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 5/30/14 ranked in order of market capitalization in billions:

1. Exxon Mobil XOM $431.98
2. Microsoft MSFT 333.47
3. Johnson & Johnson JNJ 284.64
4. GE 267.04
5. WalMart WMT 246.29
6. Chevron CVX 232.75
7.  Procter & Gamble PG 217.48
8. JPMorgan Chase JPM 211.12
9.  Verizon VZ 205.88
10. Pfizer PFE 188.43
11. IBM 185.36
12. AT&T T 183.57
13. Coke KO 178.36
14. Merck MRK 168.65
15.  Disney DIS 145.61
16. Intel INTC 135.5
17. Visa V 134.4
18. Cisco CSCO 125.71
19. Home Depot HD 109
20. United Technologies UTX 106.21
21. McDonald's MCD 99.59 
22. Boeing BA 98.04 
23. American Express AXP 96.64
24. 3M MMM 92.88
25. UnitedHealth UNH 77.65
26. Goldman Sachs GS 77.45
27. Nike NKE 67.26
28. Caterpillar CAT 63.85
29. DuPont DD 63.26
30. Travelers TRV 32.58

****************************************
Here are the latest 8K, 10Q & 10K & Proxy & certain other SEC filings as of 5/30/14:

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

AT&T T:
5/19/14 8K re: contract to buy DirecTV
5/2/14 10Q & 4/23/14 8K & 4/22/14 8K re: results of 1 Qtr ended 3/31/14.
4/28/14 8K re: voting results of annual meeting of Stockholders
3/31/14 8K re: closing of sale of Floating 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

American Express AXP:
5/15/14 8K re: delinq. & write-off stats. for 3 months through 4/30/14
5/13/14 8K re: 13% dividend increase
4/29/14 10Q re: 1Q ended 3/31
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


Boeing BA:
5/12/14 8K re: amendment of CEO's employment contract
4/30/14 8K re: voting results from annual meeting of shareholders
4/23/14 10Q & 8K re: 1 Qtr ended 3/31/14
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
3/28/14 8K re: selection of Robert E. Verbeck as VP Finance


Caterpillar CAT:
5/28/14 & 4/21/14 Proxies re: annual meeting of stockholders on 6/11/14 at Corinth, MS
5/20/14 8K re: 3 months retail sales stats through 4/14
5/8/14 8K re: underwriting agreement to issue notes
5/2/14 10Q & 4/24/14 8K re: 1 Qtr ended 3/31/14 results
4/23/14 8K re: 3 months retail sales stats through 3/14
3/20/14 8K re: 3 month dealer stats thru 2/14


Chevron CVX:
5/2/14 10Q & 8K re: 1 Qtr ended 3/31 results
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


Cisco CSCO:
5/22/14 10Q & 5/14/14 8K re: 1 Qtr ended 4/26 results
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


Coke KO:
4/30/14 10Q/A & 4/24/14 10Q for 1Qtr ended 3/28 results
4/25/14 8K re: election of Kathy N. Waller as CFO
4/23/14 8K re: approval of Equity Comp. Plan
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


Disney DIS:
5/6/14 8K & 10Q for 1Qtr ended 3/29 results
3/20/14 8K re: amdmt to cert. of incorp.
3/18/14; 3/4/14; & 2/3/14 Add'l proxy materials 


DuPont DD:
4/28/14 8K re: voting results of Stockholders Mtg
4/22/14 10Q & 4/17/14 re: 1 Qtr ended 3/31
3/17/14 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


ExxonMobil XOM:
5/14/14 & 4/22/14 Proxy material re: exec comp
5/7/14 10Q & 5/1/14 8K re: 1 Qtr. ended 3/31 results
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

GE:
5/12/14 10Q & 4/17/14 8K re: 1 Qtr ended 3/31 results
4/28/14 8K re: voting results from annual shareholders meeting
4/23/14 8K re: election of John J. Brennan to Board of Dirs.
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


Goldman Sachs GS:
5/29/14 8K re: tender offer for debt securities.
5/19/14 8K re: shareholder meeting voting results
5/19/14 10Q  re: 1 Qtr results ended 3/31
4/21/14 Proxy material re: governance and practices
4/28/14 8K re: amend cert. of incorp. re: series L Preferred rights
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


Home Depot HD:
5/28/14 10Q & 5/20/14 8K re: 1 Qtr results
5/28/14 8K re: voting results from Shareholder Meeting
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


Intel INTC:
5/28/14 8K re: voting results from Stockholder Mtg
4/25/14 10Q for 1 Qtr ended 3/29
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


IBM:
5/14/14  2 8Ks re: FD disclosures re: investors' meeting
5/2/14 8K re: voting results from Stockholder Mtg
4/29/14 10Q for 1 Qtr. ended 3/31
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


JPMorganChase JPM:
5/22/14 8K re: Voting results from Shareholder Mtg.
5/13/14 8K re: Offering of notes
4/22/14 Proxy information
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


Johnson & Johnson JNJ:
5/2/14 10Q for 1 Qtr ended 3/30
4/25/14 8K re: voting results of shareholder meeting
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



McDonald's MCD:
5/28/14 8K re: Voting results of Shareholder Mtg
5/27/14 8K re: retirement of Timothy Fenton
5/8/14 8K re: April sales
5/6/14 10Q & 4/222/14 8K re: 1 Qtr ended 3/31 results
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


Merck MRK:
5/29/14 8K re: voting results of Shareholder Mtg
5/8/14 10Q & 4/29/14 8K re: 1 Qtr ended 3/31
5/6/14 8K re: FD re: Investor briefing
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

Microsoft MSFT:
4/24/14 10Q & 4/24/14 8K re: 1 Qtr ended 3/31 results
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


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:
5/27/14; 5/20/14; 5/13/14; 5/2/14  & 4/28/14 8Ks all with respect to bid for and withdrawal of bid for AstraZeneca
5/19/14 8K re: offering of floating rate notes
5/15/14 8K re: public offering of notes
5/8/14 10Q & 5/5/14 8K re: 1 Qtr ended 3/30 results
4/28/14 8K re: Voting results of Shareholder Meeting
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


Procter & Gamble PG:
4/23/14 10Q & 2 8Ks re 1 Qtr ended 3/31 results
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


3M MMM:
5/16/14 8K re: sale of notes
5/15/14 8K re: transfer of product lines between divisions
5/14/14 8K re: results of votes of Stockholders
5/1/14 10Q & 4/24/14 8K re: 1 Qtr ended 3/31
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


Travelers TRV:
4/22/14 10 Q & 8K re: 1 Qtr ended 3/31 results
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


United Technologies UTX:
5/2/14 8K amendment of Long Term Incentive Plan
4/25/14 10Q & 4/22/14 8K re: 1 Qtr ended 3/31 results
4/8/14 Proxy re: add'l info
3/14/14 Proxy - Shareholder Meeting 4/28 2 pm Ritz-Carlton, Charlotte, NC


UnitedHealth Group UNH:
5/23/14 8K re: investor presentation
5/6/14 10 Q & 4/17/14 8K re: 1Q ended 3/31results
4/23/14 2 proxy filings for Annual Meeting of Shareholders on 6/2/14 at 10 am at Anthony Marton Aud. in Las Vegas
3/7/14 8K re: presentation at Barclays Global Healthcare Conf. Miami 3/11


Verizon Communications Inc. VZ:
5/29/14 8K re: exchange offer of notes
5/6/14 8K re: technical amendment to Bylaws
4/29/14 10Q & 4/24/14 8K re: 1 Qtr results ended 3/31
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


Visa V:
4/24/14 10Q & 8K re: 2 Qtr ended 3/31/14 results
4/23/14 8K re: quarterly cash dividend of 40 cents per share
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

WalMart WMT:
5/29/14 & 4 filings  on 4/23/14 Proxy Materials re: 6/6/14 Annual Shareholder Meeting at 7 am at Bud Walton Arena, Fayetteville, Ark
5/15/14 8K re: 1 Qtr results
4/21/14 8K re: sale of notes
4/7 8K re: issuance of euro Notes due '22
3/21/14 10K for FY ended 1/31/14

NO MAS, AMIGOS

No comments: