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Wells Fargo analyst Bonnie Herzog lines up (video) tobacco as an outperforming sector with...

Wells Fargo analyst Bonnie Herzog lines up (video) tobacco as an outperforming sector with global smoking rates on the rise. She calls out Philip Morris (PM +0.5%) as her top pick in the group on the strength of its profit potential in Indonesia, while companies such as MO, LO, RJR, and RAI continue to feature lush dividend payouts.
Comments (2)
  • For the umpteenth time, PM and MO are two separate entities
    26 Mar 2012, 02:27 PM Reply Like
  • It would appear that pharmaceutical companies which produce drugs for cancer victims, like Roche, RHHBY, may do well. Also the producers of products for "smokers' lung", euphemistically called "COPD", like Glaxo SmithKline GSK.

     

    Long both
    26 Mar 2012, 05:02 PM Reply Like
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