Subject: Re: For all those trimming/selling…
I have enough of DG, HSY and KMX. Looking at EPD, while waiting to potentially to redeploy back into BRK

I have been pondering Nestle as a "coffee can" position. (sorry)

NSRGY currently at $107.10. Same price as 3.5 years ago, which might be a good deal if their value trajectory remains intact. And not, if it isn't.
Dividend yield a little over 3% if you like that sort of thing.

Jim