No 'mo

Out of Phillip Morris (MO) @ $26. It provided an awesome total return of 49% (cost basis $18.25) including its fat dividend.

I'll buy this stock back in the low 20s, should it come back to me there.

Continuing to accumulate high quality assets

Bought FDIC insured CDs for 2.7% and 3.2%, respectively.
Bought some Phillp Morris (MO), yielding over 7%, at $18.25.

Still holding a ton of cash, and will continue to do so.