We looked at all nine businesses this week and found nothing worth doing. The thinnest net margin in the book is American Express at 27.7 percent. Visa keeps 48 cents of every dollar and Mastercard 47. Those numbers are what pricing power looks like on paper, and pricing power is most of what we are buying. Nothing sells above 35 times earnings, so nothing wanted trimming. We sold a little Visa and Mastercard last week to keep cash on hand. No called strikes this week.