Diageo - Re: DGE Stream Log - Would just add that the...

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Re: DGE Stream Log
22:03 25/01/2018
cosmos
0 replies 0 0

Would just add that the current rise in GBP is unhelpful. But imagine that we get a bad/hard Brexit and/or Corbyn in the next 24M. Given the negotiations so far and the ineptness of the current govt neither is beyond the realm of possibilities. There are few better hedges. Do you really want to own UK banks, utilities, real estate, etc. Or a company that is riding the wave of the growing, thirsty, global EM middle classes. I genuinely believe this is a must own stock. Buy, re-invest dividends and return in 10Y...

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