I've been doing a lot of reading, but nothing that really seems compelling since I got into COP at 52. Strangely weeks and weeks have passed without a 40% run-up. It's hard to get used to this kind of ultra-long-term (> 1 month) horizon.
The best prospect I'm betting on for now is if maybe Berkshire goes to 2500. I guess I would shovel all my cash into that. It could happen when Q2 results come out, who knows?