Neil Shah of Edison Group looks at YouGov whose shares have halved since a recent profit warning. Despite having 15 years of valuable data and with a sound core business, they were on a vulnerable high rating and investors will how need to reassess and reevaluate and it may be some time before the shares are less volatile. Diageo shares have fallen 30% or so this year, partly because of weakness in the Latin America region. It feels like an opportunity to buy into a quality business which can continue to grow market share in sector which has attractive prospects and the company is one with a fabulous record on dividend payouts.

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