Subject: BOA
I thought we had it but didn't realize it was the portfolios second largest holding. It'll be interesting to see what WEB says about banks in general and BOA at the annual meeting.

Watching a bit of the crisis in Europe where authorities urged UBS to take over CS reminds me of Lloyd's and HBOS... The last time I ever owned a bank. Luckily I sold early (lucky) but shareholders lost out badly, (usually retirees for the dividend and pension funds). I put banks in the too hard pile back then and it looks justified now.