Like you, I am a fan of beautiful companies with growing dividends. But, in addition to our management, what do you think about investing in companies that are not necessarily riskier and that pay little or no dividends, such as BRK, ORLY, KMX, AXP, IBM, DIS… maybe not at today's high prices but if the opportunity arises. Selling part of these shares in order to obtain income or waiting for them to pay us dividends, it's pretty much the same, right?