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As Margaret Thatcher once famously said: "What great cause would have been fought and won under the banner: 'I stand for consensus?'"

Here's a non-consensus view of two well-known stocks that I think would make great short candidates for the balance of 2017.

Starbucks (SBUX) - Get Starbucks Corporation Report

Slowing U.S. comparable-store sales argue that Starbucks is reaching saturation in the United States, its primary market.

Food sales are also stalling, while recently issued profit guidance looks disappointing relative to analysts' consensus estimates. The stock's recent performance has disappointed investors and Starbucks is approaching multi-month lows.

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Walt Disney Co. (DIS) - Get Walt Disney Company Report

Disney has grown earnings per share by more than 18% annually over the past decade. Sell-side analysts are forecasting a slowdown to a still-healthy 13% yearly rate, but pressures from "cord cutting" at ESPN and sky-high admission prices at the company's theme parks argue that annual profit growth won't exceed 10%.

The business landscape is shifting negatively for this popular stock, and the shares are also weak technically.

Starbucks is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells SBUX? Learn more now.

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