Partial sells: BMY 20.84 3.6%, BNI 79.35 16.3%, CSX 40.8 18.2%, HD 25.4 17.2%, XOM 71.54 9.8%, JPM 38.4 14.2%, FDX 64.2 23.4%, PEP 56.54 1.7%, MRK 30.31 11.8%, AA 10.84 14%. Other positions closed, but not the entire holding in these companies: LOW 21.7 14.2%, DE 42.3 25%, MMM 68.8 35%, KFT 28.76 15.1%, PM 46.6 25.9%, CLX 59.94 12.5% and COP 44 14%.
I do not like to buy when the market is nearly 200 points, but I think MCD is compelling at 55.8, though it could come lower still.