B is for Blood, and Buffet

On with the drill-down;

BAX- a recent purchase;  has the usual DGI credentials, decent dividend and I know something about the products. Blood products are big in my business; Baxter has a niche in the pharma world; processes blood, plasma and etc. to make value-added products for hospitals, surgery, chronic illnesses.  The secular trends are going to hold this one up until after I'm dead and gone. More old folks, more surgeries, more chronic illness maintenance. 

BRK-B

No value oriented investor can bear to be without at least a token membership in the BRK club. The cult of personality is overwhelming.  Since the b-shares came out, us common folk are able to be owners. The performance hasn't been half-bad since I purchased...80% in three-and-a-half years, or over 20% per year; just like the historic performance, but....no dividend; one of the few apostates in my portfolio.

that's all there are for B's