• J Mintzmyer
    Going to look at some $RSH next week. Also thinking of adding $WRLD, $LO, and $ESI. Thoughts?
    Reply (3)
    • Ocean Man: $LO is the most dangerous tobacco stock due to menthol ban risk. I don't know that its dividend and upside outweigh that risk vs $MO $RAI.
    • J Mintzmyer: Exactly. I think the political chance of a menthol ban in the US is close to 0%. The market seems to have priced it closer to 20-30%.
    • J Mintzmyer: EU banned menthol right? (remains to be seen if this ban will hold up under pressure) Compare their usage % and demographics to US figures.
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