A few things

I have a feeling that my PFE position that I have established earlier this year is going to end up like my BMY position, 5% yield for a year, another 5% capital gain for the same period, and exit without too much excitement.

Got out of LTD. The company is transition. I don't know if I like restructuring story. I thought they had a handle on bring the Express stores back to profitability. I was wrong. Nevertheless, a ride from $20 to $27 isn't that bad. At least it met my goal of 15% capital appreciation.

Also chopped was BER. Nothing against BER, I just have a little too much exposure in the hazard business. One of them insurers must go. This year is looking like a bad year with hurricanes, time to trim back a little