Kimberly Clark Corp (KMB), which manufactures and markets personal care, consumer tissue, and K-C professional products, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/30/2015. ProxyDemocracy.org had the vote of four funds when I checked and voted on 4/24/2015. I voted with management 57% of the time and assigned Kimberly Clark a proxy […]
The Coca-Cola Co (KO), which primarly manufactures and distributes various nonalcoholic beverages, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/29/2015. ProxyDemocracy.org had the vote of three funds when I checked and voted on 4/22/2015 (they now have more). I voted with management 58% of the time and assigned Coca-Cola a proxy score of […]
Bio-Rad Laboratories, Inc. (BIO), which manufactures and supplies products and systems used to separate complex chemical and biological materials, as well as to identify, analyze, and purify their components for life science research, healthcare, analytical chemistry, and other markets, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/28/2015. ProxyDemocracy.org had the vote […]
Johnson & Johnson (JNJ), which researches, develops, manufactures, and sells various products in the health care field worldwide, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/23/2015. ProxyDemocracy.org had the vote of three funds when I checked and voted on 4/17/2015. I voted with management 44% of the time and assigned Johnson […]
What is Green Investing? “Green Investing” is the phrase I use to describe the process of aligning your investments with your values, social as well as environmental. Many people don’t know that they own companies in their mutual funds and retirement plans that conflict with their beliefs. Financial advisors who specialize in this area use […]
Symantec Corporation (NASD:SYMC), which provides security, backup, and availability solutions worldwide, is one of the stocks in my portfolio. Their annual meeting is coming up on 10/28/2014. ProxyDemocracy.org had collected the votes of three funds when I checked on 10/22/2014. I voted with management 55% of the time and assigned them a proxy score of 55. View Proxy Statement. Read Warnings below. […]
Yesterday, I posted a recent letter to the editor of Pensions & Investments praising their editorial, Winning Over Proxy Voters, which argues that institutional investors have a fiduciary duty to announce their proxy votes in advance of annual meetings, if doing so is likely to influence voters. If institutional investors heed their call, it will speed […]
DaVita HealthCare Partners $DVA, is one of the stocks in my portfolio. Their annual meeting is June 17, 2014. ProxyDemocracy.org had collected the votes of three funds when I checked and voted on 6/10/2014. I voted with management 50% of the time. View Proxy Statement. Read Warnings below. What follows are my recommendations on how to vote the DVA proxy in order […]
Marrone Bio Innovations (MBII): is one of the stocks in my portfolio. Their annual meeting is coming up on 5/29/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 5/23/2014. I voted with management 33% of the time. View Proxy Statement. Read Warnings below. What follows are my proxy voting recommendations for MBII. (more…)
ITC Holdings $ITC, is one of the stocks in my portfolio. Their annual meeting is coming up on 5/21/2014. ProxyDemocracy.org had collected the votes of no funds when I checked and voted on 5/15/2014. I voted with management 50% of the time. View Proxy Statement. Read Warnings below. My proxy voting recommendations follow. (more…)
Just a brief post to thank shareowners at Chipotle Mexican Grill (CMG) for sending a strong message to the company’s board and management. 77% of shares were voted against the executive pay package and a majority supported our proposal to end supermajority voting requirements. CalSTRS, Florida SBA, AFSCME, Calvert, Domini, Trillium, CBIS, CtW and many […]
Goldman Sachs Group $GS, is one of the stocks in my portfolio. Their annual meeting is coming up on 5/16/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 5/11/2014. I voted with management 31% of the time. View Proxy Statement. Read Warnings below. Compensation GS’s Summary Compensation Table shows CEO/Chair Lloyd C. Blankfein (more…)
International Business Machines Corp. $IBM, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/29/2014. ProxyDemocracy.org had collected the votes of four funds when I checked and voted on 4/22/2014. I voted with management 75% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank […]
Johnson & Johnson $JNJ is one of the stocks in my portfolio. Their annual meeting is coming up on 4/24/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 4/18/2014. I voted with management 67% of the time. View Proxy Statement, which is user friendly. (more…)
The NCR Corporations $NCR, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/23/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 4/18/2014. I voted with management 40% of the time. View Proxy Statement. Why no index with no links? That seems so basic. Perhaps NCR doesn’t want to make reading […]
The Coca-Cola Company $KO, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/23/2014. ProxyDemocracy.org had collected the votes of four funds when I checked and voted on 4/15/2014. I voted with management 63% of the time. View Proxy Statement, which by the way is very nice and user friendly. See 18 Cool Things about the proxy. Warning: […]
Bio-Rad Laboratories, $BIO, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/22/2014. ProxyDemocracy.org had collected the votes of one fund when I checked and voted on 4/14/2014. I voted with management 20% of the time. View Proxy Statement. It is hard to believe but BIO not only doesn’t include a linked index, they don’t include an […]
The Walt Disney Company, $DIS, is one of the stocks in my portfolio. Their annual meeting is coming up on 3/18/2014. ProxyDemocracy.org had collected the votes of three funds when I checked and voted on 3/9/2014. I voted with management 60% of the time. View Proxy Statement. (more…)
Some have argued that Ralph Nader started socially responsible shareholder activism with Campaign GM, when the group filed shareholder proposals to expand GM’s board to include consumer advocates and empower shareholders to place their board nominees on GM’s proxy ballot (proxy access). According to a recent article in the WSJ, the longtime consumer advocate is now putting […]
Costco Wholesale Corporation $COST is one of the stocks in my portfolio. Their annual meeting is coming up on 1/30/2014. ProxyDemocracy.org had collected the votes of two funds when I checked and voted on 1/19/2014 (They now show five). I voted with management 25% of the time. View Proxy Statement. (more…)
Broadridge Financial Solutions $BR is one of the stocks in my portfolio. Their annual meeting is coming up on 11/14/2013. ProxyDemocracy.org had collected the votes of one fund when I checked on 11/8/2013. I voted with management 92% of the time. View Proxy Statement. (more…)
Google (GOOG) is one of the stocks in my portfolio. Their annual meeting is coming up on 6/6/2013. ProxyDemocracy.org had collected the votes of three funds when I checked on 5/23/2013. I voted with management 53% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank are voted in favor of […]
Cognizant Technology Solutions (CTSH) is one of the stocks in my portfolio. Their annual meeting is coming up on 6/4/2013. ProxyDemocracy.org had collected the votes of three funds when I checked on 5/23/2013. I voted with management 75% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank are voted in […]
Tesla Motors (TSLA) is one of the stocks in my portfolio. Their annual meeting is coming up on 6/4/2013. ProxyDemocracy.org had collected the votes of two funds when I checked on 5/26/2013. I voted with management 33% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank are voted in favor […]
Amazon.com, Inc. ($AMZN) is one of the stocks in my portfolio. Their annual meeting is coming up on 5/23/2013. ProxyDemocracy.org had collected the votes of three funds when I checked on 5/16/2013. I voted with management 64% of the time. View Proxy Statement (high tech AMZN but no hyperlinked index). Warning: Be sure to vote each item on the proxy. Any items left […]
Goldman Sachs ($GS) is one of the stocks in my portfolio. Their annual meeting is coming up on 5/23/2013. ProxyDemocracy.org had collected the votes of two funds when I checked on 5/15/2013. I’ll check back and may post again on GS before the voting deadline, depending on developments. I voted with management 26% of the time. View Proxy Statement. Warning: Be sure […]
American Express Company ($AXP) is a stocks in my portfolio. Their annual meeting is coming up on 4/29/2013. ProxyDemocracy.org had collected the votes of six funds when I checked on 4/22/2013. I voted with management 59% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank are voted in favor of […]
ITC Holdings (ITC) is one of the stocks in my portfolio. Their annual meeting is coming up on 4/16/2013. ProxyDemocracy.org had collected the votes of only one fund when I checked and voted on 4/9/2012. I voted with management 80% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank will […]
Vanguard, Northern Trust, BlackRock and Fidelity scored the lowest among researched funds in supporting AFL-CIO endorsed proxy issues in 2012, according to their 2012 Key Votes Survey. Calvert, Amalgamated Bank, McMorgan and Bridgeway scored the highest. On proxy-voting issues at 32 companies the AFL-CIO considers representative of a “worker-owner view of value that emphasizes management accountability and good corporate governance,” Vanguard […]
Apple ($AAPL) is one of the stocks in my portfolio. Their annual meeting is coming up on 2/27/2013. ProxyDemocracy.org had collected the votes of five funds when I checked on 2/19/2012. They listed the votes of six funds voting as of yesterday. I voted with management 46% of the time. View Proxy Statement. I voted, despite David Einhorn’s attempt to get an […]
TD Ameritrade Holding Corp. ($AMTD) is one of the stocks in my portfolio. Their annual meeting is coming up on 2/13/2013. ProxyDemocracy.org had collected the votes of only two funds when I voted on 2/7/2012. I voted with management 0% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank will be […]
United Natural Foods ($UNFI) is one of the stocks in my portfolio. Their annual meeting is coming up on 12/12/2012. ProxyDemocracy.org had collected the votes of three funds when I voted on 12/5/2012. I voted with management only 17% of the time. View Proxy Statement. Warning: Be sure to vote each item on the proxy. Any items left blank will […]
Medtronic (MDT) is one of the stocks in my portfolio. Their annual meeting is coming up on August 25. I voted yesterday using the MoxyVote.com platform. However, it is too late to do that today, so you’ll have to use ProxyVote.com. MoxyVote.com had recommendations from seven “good causes,” which included two consolidations. ProxyDemocracy.org had only two participating funds (more…)
Three college degrees for every two earned by a man. 85% of purchasing decisions. Nearly 50% of the workforce. And yet, the tiniest of chips in the glass ceilings of boardrooms across corporate America with women holding just 18% of corporate board posts at S&P 100 companies. What’s wrong with this math? Aditi Mohapatra, Senior […]
Dreamworks is one of the stocks in my portfolio. Their annual meeting is coming up April 21. I voted as follows based on recommendations from Calvert Investments found (more…)