Real Thing

I'd like to buy the world a home
And furnish it with love
Grow apple trees, and honey bees
And snow white turtle doves
--The Hillside Singers

Classic example of the bi-polar nature of markets. Six months ago investors dumped Coca-Cola (KO) shares after its earnings report after concerns about the future of soft drink consumption.

Fast forward to this week's quarterly earnings report. Similar results garner a collective cheer, and the stock gaps to all time highs.

Which view is the Real Thing?

position in KO