Portfolio change since this morning's post.

We have dropped BRK.B from our trading list due to the opportunity we find in Sears Holdings, symbol SHLD.  Sears has been sold off significantly since the poor earnings report last week.  Our strike price on SHLD of $40 makes for a fine entry point if our option is assigned.  Sears might be a lousy retail business, but the real estate is top notch and we believe worth more than the current price of the stock.  Add in the number one appliance business and best of breed Craftsman tool business and the price is too good to ignore.