### Comment:
His duds don’t outweigh the gains. Kraft is the same price as last quarter so that’s priced in. Campbell’s is higher. BAC is the same price. WFC is lower but the dividend is going up (this looks like a good buy right now actually).

### REPLY:
While true, I remain cautious. Idk if BRK is considerably ahead of an index since last quarter. I haven’t looked at the whole of their holdings. You raise a good point about Kraft, which I thought was slightly down. Definitely agree about WFC well positioned.

### END.