### Comment:
Expect mixed because you can just as easily cherry pick his duds like Kraft and Campbell’s. Buffet is mixed on airlines. His guidance for 2H2019 will dictate a lot.

### REPLY:
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).

### END.