This is a really good interview with Bruce Greenwald. One of the things that he covers is risk and cites Nestle as being a low risk investment and compares it with the risk of investing in treasury bonds. At the end of the day Nestle is resistant to inflation, government bonds will suffer - he (the video was published last October) reckons on a 10% yield from Nestle. It is an interesting thought. For my part I have toyed with the thought that whatever happens people will still chug coke. If the US economy goes into some kind of meltdown - people all over the world and in the US will still drink it. In that respect it seems particularly low risk.
Also Bruce seems to have lost a little weight ;-)
