PEP and AMGN - 2 Prominent Port Holdings

Hi all,

PEP and AMGN are two prominent holdings in my port.

IMHO, you’ll be had pressed to find a better Blue Chip than PEP when inflation is significant. They’ve recently announced that price increases taken earlier in the year have improved profitability and at the same time they had volume growth!

What is it that Warren says about investing in inflationary times, something like buy companies that don’t need to have a prayer meeting when they raise prices. PEP fits that bill easy.

AMGN (included in the Dividend Growth port) received an upgrade resulting in a nice 6% share pop yesterday. Here’s the story: