| Stock | Symbol | Date Added | Total Return Since Being Added |
| Computer Programs & Systems, Inc. | CPSI | 1/31/2008 | 83.73% |
| Crane Company | CR | 11/5/2008 | 44.90% |
| Patterson-UTI Energy, Inc. | PTEN | 12/1/2008 | 40.54% |
| Biovail Corporation | BVF | 3/17/2008 | 22.27% |
| Marathon Oil Corporation | MRO | 12/30/2008 | 16.00% |
| Walmart Stores, Inc. | WMT | 11/20/2007 | 13.96% |
| McDonald's Corporation | MCD | 9/19/2007 | 12.07% |
| Qualcomm, Inc. | QCOM | 3/31/2008 | 8.22% |
| Johnson & Johnson | JNJ | 9/18/2007 | 6.28% |
| Deluxe Corporation | DLX | 9/16/2008 | 5.70% |
| Wells Fargo & Company | WFC | 6/11/2008 | 5.18% |
| Bristol Myers Squibb Company | BMY | 3/17/2008 | 4.67% |
| Aqua America, Inc. | WTR | 6/17/2008 | 2.54% |
| Honda Motor Company | HMC | 3/31/2008 | 2.07% |
| Telecomunicacoes De Sao Paulo | TSP | 1/18/2008 | 0.72% |
| Stock | Symbol | # of Shares |
| Alcoa, Inc. | AA | 2.100 |
| Ameren Corporation | AEE | 2.073 |
| American International Group | AIG | 1.052 |
| Amkor Technology | AMKR | 6.000 |
| American Express Company | AXP | 1.024 |
| Aircastle, Ltd | AYR | 3.224 |
| Boeing Company | BA | 1.031 |
| Bank of America Corporation | BAC | 2.088 |
| BB&T Corporation | BBT | 2.115 |
| Barclays PLC | BCS | 3.101 |
| Briggs & Stratton Corporation | BGG | 4.161 |
| B & G Foods | BGS | 9.120 |
| Bristol Myers Squibb Company | BMY | 3.138 |
| Burlington Northern Santa Fe Corporation | BNI | 1.016 |
| BT Group, plc | BT | 2.233 |
| Biovail Corporation | BVF | 5.466 |
| Boyd GamingCorporation | BYD | 6.000 |
| Citigroup, Inc. | C | 1.050 |
| Caterpillar, Inc. | CAT | 1.035 |
| CBS Corporation | CBS | 5.332 |
| Cognex Corporation | CGNX | 5.120 |
| Cherokee, Inc. | CHKE | 2.177 |
| Comerica, Inc. | CMA | 2.080 |
| Centerpoint Energy, Inc. | CNP | 5.175 |
| CPFL Energia S.A. | CPL | 1.088 |
| Computer Programs & Systems, Inc. | CPSI | 3.124 |
| Crane Company | CR | 4.112 |
| Chevron Corporation | CVX | 1.028 |
| Cemex S.A.B de C.V. | CX | 3.000 |
| Duetsche Bank AG | DB | 1.000 |
| DuPont de Nemours and Company | DD | 1.047 |
| Deere & Company | DE | 1.022 |
| Diageo | DEO | 1.044 |
| Walt Disney Company | DIS | 2.033 |
| Deluxe Corporation | DLX | 5.292 |
| Dow Chemical Company | DOW | 2.121 |
| Diana Shipping, Inc. | DSX | 2.247 |
| DTE Energy Company | DTE | 1.051 |
| Eastman Kodak Company | EK | 20.000 |
| Embarq Corporation | EQ | 1.055 |
| Eaton Corporation | ETN | 1.034 |
| Entergy Corporation | ETR | 1.027 |
| Corporate Executive Board Company | EXBD | 2.103 |
| General Electric | GE | 1.069 |
| Gold Fields, Ltd. | GFI | 5.108 |
| General Motors Corporation | GM | 2.000 |
| Great Plains Energy, Inc. | GXP | 3.167 |
| Home Depot, Inc. | HD | 2.054 |
| Honda Motor Company, Ltd. | HMC | 3.048 |
| HJ Heinz Company | HNZ | 2.069 |
| Honeywell International, Inc. | HON | 1.029 |
| Hewlett Packard Company | HPQ | 1.007 |
| International Business Machines | IBM | 1.016 |
| ING Groep, NV | ING | 2.058 |
| Intel Corporation | INTC | 2.055 |
| Johnson & Johnson | JNJ | 3.024 |
| JP Morgan Chase & Company | JPM | 1.026 |
| Kraft Foods, Inc. | KFT | 2.066 |
| Kimberly Clark Corporation | KMB | 1.033 |
| Coca-Cola Company | KO | 1.025 |
| LAN Airlines | LFL | 5.200 |
| Lloyds TSB Group | LYG | 2.207 |
| Marriott International | MAR | 2.024 |
| Masco Corporation | MAS | 4.253 |
| Mattell, Inc. | MAT | 5.246 |
| McDonald's Corporation | MCD | 1.021 |
| Microchip Technology, Inc. | MCHP | 2.073 |
| 3M Company | MMM | 1.027 |
| Altria Group, Inc. | MO | 1.061 |
| Merck & Company, Inc. | MRK | 1.039 |
| Marathon Oil Corporation | MRO | 3.033 |
| Microsoft Corporation | MSFT | 2.036 |
| Magyar Telekom Telecommunications | MTA | 3.381 |
| Newell Rubbermaid, Inc. | NWL | 4.192 |
| Telecom Corporation of New Zealand | NZT | 4.275 |
| Paychex, Inc. | PAYX | 2.068 |
| Southern Copper Corporation | PCU | 3.183 |
| Pepsico, Inc. | PEP | 1.022 |
| Pfizer, Inc. | PFE | 2.130 |
| Procter & Gamble Company | PG | 1.020 |
| Packaging Corporation of America | PKG | 3.152 |
| Phillip Morris International | PM | 1.042 |
| Prudential Financial, Inc. | PRU | 1.020 |
| Patterson-UTI Energy, Inc. | PTEN | 8.159 |
| Qualcomm, Inc. | QCOM | 2.024 |
| Reynolds American, Inc. | RAI | 1.062 |
| Companhia Siderurgica Nacional | SID | 2.066 |
| Sara Lee Corporation | SLE | 6.194 |
| Sasol, Ltd. | SSL | 2.100 |
| Sovran Self Storage, Inc. | SSS | 2.150 |
| Banco Santander, Ltd. | STD | 4.324 |
| Sysco Corporation | SYY | 3.092 |
| AT&T, Inc. | T | 1.048 |
| TAL International Group, Inc. | TAL | 3.100 |
| Integrys Energy Group, Inc. | TEG | 1.056 |
| Tomkins | TKS | 5.327 |
| Telecomunicacoes De Sao Paulo | TSP | 3.128 |
| Tata Motors, Inc. | TTM | 5.000 |
| Textron, Inc. | TXT | 4.080 |
| United Technologies Corporation | UTX | 1.023 |
| Vector Group, Inc. | VGR | 4.330 |
| Vimpel Communications | VIP | 3.000 |
| Verizon Communications | VZ | 1.046 |
| Wells Fargo & Company | WFC | 3.164 |
| Whole Foods Market, Inc. | WFMI | 2.000 |
| Windstream Corporation | WIN | 6.530 |
| Waste Management, Inc. | WMI | 2.055 |
| Walmart Stores, Inc. | WMT | 1.013 |
| Worthington Industries, Inc. | WOR | 5.223 |
| Aqua America, Inc. | WTR | 5.103 |
| World Wrestling Entertainment, Inc. | WWE | 4.370 |
| Weyerhaeuser Company | WY | 1.039 |
| Xcel Energy, Inc. | XEL | 3.121 |
| Xilinx, Inc. | XLNX | 3.066 |
| Exxon Mobil Corporation | XOM | 1.016 |
| Stock | Symbol | Revenue Last 12 Months | # of Employees | Revenue per Employee |
| Exxon Mobil | XOM | 459.6 billion | 104,700 | $4,389,685 |
| Chevron | CVX | 255.1 billion | 67,000 | $3,897,463 |
| Microsoft | MSFT | 62.0 billion | 91,000 | $681,319 |
| General Motors | GM | 149.0 billion | 243,000 | $613,169 |
| Proctor & Gamble | PG | 84.6 billion | 138,000 | $613,043 |
| Pfizer | PFE | 48.3 billion | 81,800 | $590,465 |
| General Electric | GE | 181.6 billion | 323,000 | $562,229 |
| Johnson & Johnson | JNJ | 63.8 billion | 118,700 | $537,489 |
| DuPont | DD | 31.8 billion | 60,000 | $530,000 |
| Caterpillar | CAT | 51.3 billion | 112,887 | $454,437 |
| Intel | INTC | 37.6 billion | 83,900 | $448,153 |
| Verizon | VZ | 97.4 billion | 223,900 | $435,016 |
| Merck | MRK | 23.9 billion | 55,200 | $432,971 |
| Kraft | KFT | 42.2 billion | 98,000 | $430,612 |
| AT&T | T | 124.0 billion | 302,660 | $409,701 |
| Boeing | BA | 60.9 billion | 162,200 | $375,462 |
| Hewlett Packard | HPQ | 118.7 billion | 321,000 | $369,782 |
| Coca Cola | KO | 31.9 billion | 92,400 | $345,238 |
| American Express | AXP | 22.6 billion | 66,000 | $342,424 |
| 3M Company | MMM | 25.3 billion | 79,183 | $319,513 |
| Alcoa | AA | 26.9 billion | 87,000 | $309,195 |
| United Technologies | UTX | 58.5 billion | 223,100 | $262,214 |
| IBM | IBM | 103.6 billion | 410,097 | $252,623 |
| Disney | DIS | 37.0 billion | 150,000 | $246,667 |
| Home Depot | HD | 71.3 billion | 300,000 | $237,667 |
| JP Morgan | JPM | 46.7 billion | 224,961 | $207,592 |
| Walmart | WMT | 405.6 billion | 2,100,000 | $193,143 |
| Bank of America | BAC | 46.0 billion | 243,000 | $189,300 |
| Citigroup | C | 19.5 billion | 322,800 | $60,409 |
| McDonald's | MCD | 23.5 billion | 400,000 | $58,750 |
| Totals | 2.810 trillion | 7,285,488 | $385,726 |
| Year | Prior Year Closing Price | Year End Closing Price | Change | % Gain/(Loss) |
| 1929 | 248.48 | 164.58 | -83.90 | -33.77% |
| 1930 | 164.58 | 77.90 | -86.68 | -52.67% |
| 1931 | 77.90 | 60.26 | -17.64 | -22.64% |
| 1932 | 60.26 | 98.67 | 38.41 | 63.74% |
| 1933 | 98.67 | 104.04 | 5.37 | 5.44% |
| 1934 | 104.04 | 144.13 | 40.09 | 38.53% |
| 1935 | 144.13 | 179.90 | 35.77 | 24.82% |
| 1936 | 179.90 | 120.85 | -59.05 | -32.82% |
| 1937 | 120.85 | 154.36 | 33.51 | 27.73% |
| 1938 | 154.36 | 149.99 | -4.37 | -2.83% |
| 1939 | 149.99 | 131.13 | -18.86 | -12.57% |
| 1940 | 131.13 | 110.96 | -20.17 | -15.38% |
| 1941 | 110.96 | 119.40 | 8.44 | 7.61% |
| 1942 | 119.40 | 135.89 | 16.49 | 13.81% |
| 1943 | 135.89 | 151.93 | 16.04 | 11.80% |
| 1944 | 151.93 | 192.91 | 40.98 | 26.97% |
| 1945 | 192.91 | 177.20 | -15.71 | -8.14% |
| 1946 | 177.20 | 181.16 | 3.96 | 2.23% |
| 1947 | 181.16 | 177.30 | -3.86 | -2.13% |
| 1948 | 177.30 | 200.52 | 23.22 | 13.10% |
| 1949 | 200.52 | 235.42 | 34.90 | 17.40% |
| Total # of Financial Stocks Within the S&P500 Index | 81 |
| Financial Stocks (S&P500) Increasing Dividend from 2007 to 2008 | 35 |
| Financial Stocks (S&P500) Decreasing Dividend from 2007 to 2008 | 23 |
| Financial Stocks (S&P500) With No Change in Dividend from 2007 to 2008 | 18 |
| Financial Stocks (S&P500) Not Paying a Dividend in 2007 or 2008 | 5 |
| Stock | Symbol | 2007 Dividend | 2008 Dividend | Additional Notes from 2009 |
| AFLAC, Inc. | AFL | $0.82 | $0.96 | Increased to $1.12 |
| Allstate Corporation | ALL | $1.52 | $1.64 | |
| American Express | AXP | $0.60 | $0.72 | |
| Ameriprise Financial | AMP | $0.60 | $0.68 | |
| Apt. Investment & Mgmt. | AIV | $1.63 | $2.40 | Dividend Varies, Estimate |
| Assurant, Inc. | AIZ | $0.48 | $0.56 | |
| Avalon Bay Communities | AVB | $3.40 | $3.57 | |
| BB&T Corporation | BBT | $1.84 | $1.88 | |
| Capital One Financial | COF | $0.11 | $1.50 | |
| Charles Schwab | SCHW | $0.20 | $0.24 | |
| Chubb Corporation | CB | $1.16 | $1.32 | |
| Cincinnati Financial | CINF | $1.42 | $1.56 | |
| CME Group, Inc. | CME | $3.44 | $4.60 | |
| Equity Residential | EQR | $1.85 | $1.93 | |
| Federated Investors, Inc. | FII | $0.84 | $0.96 | |
| Franklin Resources | BEN | $0.80 | $0.84 | |
| HCP, Inc. | HCP | $1.78 | $1.82 | Increased to $1.84 |
| Health Care REIT, Inc. | HCN | $2.64 | $2.72 | |
| Hudson City Bancorp | HCBK | $0.34 | $0.52 | Increased to $0.56 |
| Kimco Realty | KIM | $1.60 | $1.76 | |
| Lincoln National | LNC | $1.58 | $1.66 | Decreased to $0.84 |
| Marsh & McLennan | MMC | $0.76 | $0.80 | |
| Marshall & Ilsley Corporation | MI | $1.24 | $1.28 | |
| Moody's Corporation | MCO | $0.32 | $0.40 | |
| NYSE Euronext | NYX | $1.00 | $1.20 | |
| Peoples United Financial | PBCT | $0.53 | $0.60 | |
| PNC Financial Services | PNC | $2.52 | $2.64 | |
| ProLogis | PLD | $1.84 | $2.07 | |
| Public Storage | PSA | $2.00 | $2.20 | |
| Simon Property Group | SPG | $3.36 | $3.60 | |
| State Street Corporation | STT | $0.92 | $0.96 | |
| Torchmark Corporation | TMK | $0.52 | $0.56 | |
| Travelers Companies, Inc. | TRV | $1.16 | $1.20 | |
| Vornado Realty Trust | VNO | $3.60 | $3.80 | |
| Wells Fargo | WFC | $1.24 | $1.36 |
| Stock | Symbol | 2007 Dividend | 2008 Dividend | Additional Notes from 2009 |
| American Capital, Ltd. | ACAS | $4.00 | $0.00 | |
| American International Group | AIG | $0.80 | $0.00 | |
| Bank of America | BAC | $2.56 | $1.28 | Decreased to $0.04 |
| CIT Group | CIT | $1.00 | $0.40 | Decreased to $0.08 |
| Citigroup, Inc. | C | $2.16 | $0.64 | Decreased to $0.04 |
| Comerica, Inc. | CMA | $2.56 | $1.32 | Decreased to $0.20 |
| Developers Diversified Realty | DDR | $2.64 | $0.00 | |
| Fifth Third Bancorp | FITB | $1.76 | $0.04 | |
| First Horizon National | FHN | $1.72 | $0.80 | |
| Hartford Financial Services | HIG | $2.12 | $1.28 | |
| Host Hotels & Resorts | HST | $0.80 | $0.20 | |
| Huntington Bancshares | HBAN | $1.06 | $0.53 | Decreased to $0.04 |
| Invesco Ltd. | IVZ | $0.77* | $0.40 | Adj. for 1 for 2 Reverse Split |
| Keycorp | KEY | $1.46 | $0.25 | |
| Leucadia National Corp. | LUK | $0.25 | $0.00 | |
| MBIA, Inc. | MBI | $1.36 | $0.00 | |
| Principal Financial Group | PFG | $0.90 | $0.45 | |
| Progressive Corporation | PGR | $2.00 | $0.15 | Dividend Eliminated |
| Prudential Financial | PRU | $1.15 | $0.58 | |
| Regions Financial Corp. | RF | $1.52 | $0.40 | |
| Sun Trust Banks | STI | $2.92 | $2.16 | |
| XL Capital | XL | $1.52 | $0.76 | |
| Zions Bancorp | ZION | $1.72 | $1.28 | Decreased to $0.16 |
| Stock | Symbol | Current Price | Yearly Dividend | Company's Headquarters |
| Agnico-Eagle Mines Ltd. | AEM | $55.48 | $0.18 | Canada |
| AngloGold Ashanti Ltd. | AU | $27.67 | $0.14 | South Africa |
| Aurizon MInes Ltd. | AZK | $3.64 | Canada | |
| Barrick Gold Corporation | ABX | $39.15 | $0.40 | Canada |
| Compania de Minas Buenaventura | BVN | $20.46 | $0.22 | Peru |
| DRDGOLD, Ltd. | DROOY | $8.09 | $0.11 | South Africa |
| Eldorado Gold Corporation | EGO | $8.12 | Canada | |
| Gammon Gold, Inc. | GRS | $6.87 | Canada | |
| Gold Fields, Ltd | GFI | $10.99 | $0.25 | South Africa |
| Goldcorp, Inc. | GG | $30.56 | $0.18 | Canada |
| Harmony Gold Mining Company | HMY | $11.97 | | South Africa |
| IAMGOLD Corporation | IAG | $7.45 | $0.06 | Canada |
| Kinross Gold Corporation | KGC | $18.56 | $0.08 | Canada |
| Newmont Mining Corporation | NEM | $41.53 | $0.40 | United States |
| Northern Dynasty Minerals, Ltd. | NAK | $4.95 | Canada | |
| NovaGold Resources, Inc. | NG | $3.57 | Canada | |
| Royal Gold, Inc. | RGLD | $45.98 | $0.32 | United States |
| Seabridge Gold, Inc. | SA | $14.33 | Canada | |
| Tanzanian Royalty Exploration Corporation | TRE | $3.80 | Canada |
| Stock | Symbol | 12/31/07 Closing Price | 12/3108 Closing Price | 2008 Dividends | Total Value | Gain/Loss | % Gain/Loss |
| Walmart | WMT | $47.53 | $56.06 | $0.95 | $57.01 | + $9.48 | + 19.95% |
| McDonald's | MCD | $58.91 | $62.19 | $1.625 | $63.815 | + $4.905 | + 8.33% |
| Johnson & Johnson | JNJ | $66.70 | $59.83 | $1.795 | $61.625 | ($5.075) | (7.61%) |
| Home Depot | HD | $26.94 | $23.02 | $0.90 | $23.92 | ($3.20) | (11.21%) |
| Exxon Mobil | XOM | $93.69 | $79.83 | $1.55 | $81.38 | ($12.31) | (13.14%) |
| Procter & Gamble | PG | $73.42 | $61.82 | $1.55 | $63.37 | ($10.05) | (13.69%) |
| Kraft Foods | KFT | $32.63 | $26.85 | $1.12 | $27.97 | ($4.66) | (14.28%) |
| Pfizer | PFE | $22.73 | $17.71 | $1.28 | $18.99 | ($3.74) | (16.45%) |
| Verizon | VZ | $43.69 | $33.90 | $1.28 | $35.82 | ($7.87) | (18.01%) |
| Chevron | CVX | $93.33 | $73.97 | $2.53 | $76.50 | ($16.83) | (18.03%) |
| IBM | IBM | $108.10 | $84.16 | $1.90 | $86.06 | ($22.04) | (20.39%) |
| Coca-Cola | KO | $61.37 | $45.27 | $1.52 | $46.79 | ($14.58) | (23.76%) |
| JP Morgan Chase | JPM | $43.65 | $31.53 | $1.52 | $33.05 | ($10.60) | (24.28%) |
| Hewlett Packard | HPQ | $50.48 | $36.29 | $0.32 | $36.61 | ($13.87) | (27.48%) |
| AT&T | T | $41.56 | $28.50 | $1.60 | $30.10 | ($11.46) | (27.57%) |
| United Technologies | UTX | $76.54 | $53.60 | $1.345 | $54.945 | ($21.595) | (28.21%) |
| Disney | DIS | $32.28 | $22.69 | $0.35 | $23.04 | ($9.24) | (28.62%) |
| 3M Company | MMM | $84.32 | $57.54 | $2.00 | $59.54 | ($24.78) | (29.39%) |
| Caterpillar | CAT | $72.56 | $44.67 | $1.56 | $46.23 | ($26.33) | (36.29%) |
| DuPont | DD | $44.09 | $25.30 | $1.64 | $26.94 | ($17.15) | (38.90%) |
| Intel | INTC | $26.66 | $14.66 | $0.5475 | $15.2075 | ($11.4525) | (42.96%) |
| Microsoft | MSFT | $35.60 | $19.44 | $0.46 | $19.90 | ($15.70) | (44.10%) |
| Merck | MRK | $58.11 | $30.40 | $1.52 | $31.92 | ($26.19) | (45.07%) |
| Boeing | BA | $87.46 | $42.67 | $1.60 | $44.27 | ($43.19) | (49.38%) |
| General Electric | GE | $37.07 | $16.20 | $1.24 | $17.44 | ($19.63) | (52.95%) |
| Bank of America | BAC | $41.26 | $14.08 | $2.24 | $16.32 | ($24.94) | (60.45%) |
| American Express | AXP | $52.02 | $18.55 | $0.72 | $19.27 | ($32.75) | (62.96%) |
| Alcoa | AA | $36.55 | $11.26 | $0.68 | $11.94 | ($24.61) | (67.33%) |
| Citigroup | C | $29.44 | $6.71 | $1.12 | $7.83 | ($21.61) | (73.40%) |
| General Motors | GM | $24.89 | $3.20 | $0.50 | $3.70 | ($21.19) | (85.13%) |
| Symbol | Biggest Gainers 1-5-09 | Symbol | Biggest Losers 1-5-09 |
| BYD | 15.60% | CGNX | -9.01% |
| CHKE | 11.29% | CMA | -7.30% |
| SID | 10.27% | JPM | -6.70% |
| AMKR | 9.83% | WFC | -6.47% |
| NTRI | 9.44% | VZ | -6.24% |
| Symbol | Biggest % Gainers 12-29-08 | Symbol | Biggest % Losers 12-29-08 |
| TTM | 8.22% | DOW | -19.03% |
| GFI | 6.96% | AYR | -13.03% |
| DB | 5.33% | DLX | -6.12% |
| HNP | 3.96% | BYD | -5.42% |
| NVS | 3.72% | CPL | -4.02% |