No one ever went broke...

....taking profits.

Sold Merck (MRK) @ $39, 31% gain with dividends.
Sold AK Steel (AKS) @ $9,  26% gain.
Sold Amgen (AMGN) @ $69, 28% gain with dividends.
Sold Activision (ATVI) @ $12.10, 7% gain.
Sold Norfolk Southern (NSC) @ $77, 19% gain with dividends.

More dividend payers

Bought Illinois Tool Works (ITW) @ $46.
Bought AT&T (T) @ $30.30.


Both are yielding more than 3%.

No More wallie chips

Sold Wal-Mart @ $59 ($50.2 cost basis) for a 26% total return with dividends.  Will buy it back at lower prices.

Sold half of my Intel position @ $25 ($20 cost basis) for a 28% total return with dividends.  Will buy it back at lower prices.

New positions

Bought 100 Corning (GLW) @ $15.50
Bought 100 Mosaic (MOS) @ $52

More buys

Adding to MSCI Japan (EWJ), $9.55, 2 lots
Wrote a couple Silver Wheaton (SLW) Weekly Puts (Expire Friday), $31 strike, $0.75, 2 lots
Wrote a couple Junior Gold Miners (GDXJ) OCT Puts, $30 striek, $1.1, 2 lots

BTFD

Bought the dip in Yamana (AUY) @ $14, 500 shares.
Bought AK Steel (AKS) @ $7, 500 shares.

Selling Kraft & Bristol-Myers

Selling my Bristol Myers (BMY) @ $29.50 for a 24% total return.
Selling my Kraft (KFT) @ $34 for a 23% total return.