Well it didn't take long to jump back into and buy the one whim I permit myself. We bought Total S.A. (TOT), the giant energy company, this morning @ $58.69. We have a mental stop at $53.40.
A non-US energy company paying a hefty dividend could fit in many places in the portfolio. TOT makes up about 4% of the energy ETF (IXC) we own so it's not adding diversification. It just a whim and we're most likely to sell soon, hopefully with a gain.
We start back to the tundra tomorrow. 78 degrees here, 20 degrees at home-- what's wrong with this picture?

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