CSCO. Fwiw, I decided to sell 2/3 of my position. I am going to believe there are or will be, better opportunities either elsewhere with other companies, or later with CSCO. I've been continuing to raise cash, and I just decided I'd rather have more cash and less CSCO stock.
Fwiw, in addition to CSCO, I cut back in the following: PBA, EWY, CIB (protecting profits as this stock falls on Colombia banking downgrade, and out-of-favor stock), PNNT, AIR, VLKAY, JVA (taking losses on JVA).
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