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Added to V2 Cigarettes Price cut prices To Assist Cigarette cigarette smokers And Definitely Not The Non Cigarette cigarette smokers position of Digital Reality Trust now at 1.04% of the portfolio. I feel the computer industry facilities business has nowhere to go but up and DLR pays an above average dividend. I wrote an article on Digital Reality Trust in September of this year if you are interested. Sold Cabela's ( CAB ) they have received a bid of $65.50 cash for their shares, which to me is a fair price. The last earnings report was not good and it was time to take a good profit while I can in case the deal did not go through. The deal has yet to be done and CAB price is way down at $47, indicating they deal may not happen, I am glad I got out of the way at around $62. Increased Omega Healthcare Investors ( OHI ) from 4.8% of the portfolio to 5.4% of the portfolio, I needed a little more income and OHI will give that to the portfolio. The portfolio has filled a previous open portfolio slot with PepsiCo and may be followed by Kellogg ( K ) to fill the present open slot. Sold some covered calls on Harley Davidson, sold March 17, 57.5's.
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