A quick note as I don't have all my files with me. I have decided to stay with RAI for another year. It is still on the lists, has been a solid performer for me (up about 30%) and has a nice 6% dividend. They are classic example of a stock that was way under-priced last year and was discovered through MFI.
I continued to try to move away from the Chinese stocks and towards income producing stocks. I sold off a bit more CCME (still overweight) and replaced it with PDLI. PDLI has always scored high in MFI but the price dropped more that $1 recently and it seemed to me that most of the potential bad news had been priced in. They have paid at least $1 in dividends in each of the past three years and while not exciting, they struck me as a pretty "safe" stock. I also added a bit to my CMTL position as I am still about 8% in cash for my MFI portfolio.