Subject: Re: Todays Barron's, Buffett moves on from buy and hol
<<(Are there other AAA companies worth considering? I seem to remember people saying there are hardly any left - perhaps that scarcity makes them more valuable?)>>

JNJ

I have owned this one for decades. I remember expressing my amazement
on the old board when the market cap of the "T" word exceeded that
of JNJ.

Well run and relatively reasonably priced it gives your portfolio some
health care exposure and makes the perfect stock for what Bob Kirby
used to call "The Coffee Can Portfolio."

Bob Kirby's daughter used to post every now and then on the old board.
I will see if I can find a famous article that Bob Kirby wrote for the
Journal of Portfolio Management many years ago and post it here.

As Charlie always says BENIGN NEGLECT.