Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
You may recall that Tom and I had a conversation back in October about Diageo (DGE) and how this loved-up bond proxy captured everything that was wrong about consensus investing. Naturally, shareholders who had followed our lead and sold could buy back today at a considerable discount to the share price back then...however what I like to think we highlighted was that the cosy consensus that such global consumer behemoths were always and everywhere a core portfolio holding is far from obvious…
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