Subject: Re: BRK.b 1.674 x book
I trimmed some of my more agressive positions last week, get some dry powder, loathe to trim BRKB....have moved trimmings to some divvy stocks in oil/gas/chems. against the eventual fed lowering rate...Have discussed some already on here eg XOM, DOW, OXY, COP, PSX.BAC , PFE