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In a few hours I head to the airport here in Zurich to fly to JFK. It is about a 9 1/2 flight, so I have my Kindle and Ipad charged so I can read and watch a couple downloaded movies. I am listening to Radio Swiss Classical in my hotel. For those who don't know, Switzerland has some of the best online Radio stations I have ever heard (I have them all bookmarked).

• Radio Swiss Classic

• Radio Swiss Pop

• Radio Swiss Jazz

On day one, my sale of HPQ was a good call as it was down 6%. I will keep it on close watch but I have not yet decided whether I will buy it again. I already own one tech rehab stock (RIMM).

I was watching TV yesterday and they suggested that if there is an altercation between Israel and Iran that refiners will suffer. I need to think about that as I was thinking it would be the other way. My logic is that they will start refining strategic reserve crude and will get higher margins. But perhaps demand will dry up with higher prices and they will get lower margins on less crude refined. Also, I suspect Israeli stocks (I own MNDO and CEL) could be impacted. Interestingly, both those stocks announce their earnings the next couple of weeks. CEL has just been a disaster stock for me (I am down about 30%), while MNDO has been ok (up 12%).

My portfolios continue to do well in 2012. My dividend portfolio is up 10.5% and overall I am up 13.9%. Here is a table of how my dividend stocks have done since January 1st (that I owned then):

Stock	Start	Last Week	Current	YTD Change	Weekly Change
SBS	55.65	74.96	74.92	34.6%	-0.1%
MNDO	1.85	2.59	2.46	33.0%	-5.0%
LNC	19.42	25.56	24.99	28.7%	-2.2%
MSFT	25.96	31.25	31.27	20.5%	0.1%
FCX	36.79	43.04	44.12	19.9%	2.5%
CSQ	8.35	9.58	9.68	15.9%	1.0%
SLF	18.52	20.83	21.05	13.7%	1.1%
CPL	28.21	32.14	31.97	13.3%	-0.5%
JQC	8.05	9.02	9.06	12.5%	0.4%
STD	7.52	8.46	8.41	11.8%	-0.6%
CSCO	18.08	20.29	20.12	11.3%	-0.8%
INTC	24.25	27.37	26.73	10.2%	-2.3%
KSW	3.33	3.75	3.63	9.0%	-3.2%
WBK	102.40	108.60	110.61	8.0%	1.9%
PVD	65.42	70.67	70.45	7.7%	-0.3%
STO	25.61	27.12	27.50	7.4%	1.4%
USB	27.05	29.35	28.81	6.5%	-1.8%
KMF	24.94	26.50	26.36	5.7%	-0.5%
PM	78.48	81.74	82.29	4.9%	0.7%
BHK	13.52	14.12	14.12	4.4%	0.0%
RTN	48.38	49.86	50.41	4.2%	1.1%
GCAP	6.45	6.45	6.59	2.2%	2.2%
ENH-PA	26.12	26.12	26.66	2.1%	2.1%
PRE	64.21	65.90	64.95	1.2%	-1.4%
AZN	46.29	45.18	44.64	-3.6%	-1.2%
CEL	16.90	14.53	14.07	-16.7%	-3.2%

Here is a table of my non-dividend stocks and their performance:

GNW: +36%

NEP: +56%

FSUMF: +25%

CMFO: +21%

I have definitely done well with those picks. My other current non dividend holdings are CVI, RIMM and TROX.