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Guest Bronco
Posted

There is some sense to all those - KFT, WFC and JNJ are perfect stocks in my opinion for these 2 companies to own.

 

I would have liked to see FFH or my other favorite L - buy some DPS when it was down in the 20's.  I guess everyone except Buffett was scrambling for capital though instead of investing it (cooincidence?).  I just think DPS is a perfect type of company as it can be held forever - sort of like what BRK did with Coke. 

 

Anyone - I think this a great article and thought provoking.  I really like Kraft in the $27 -$28 range.

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