Seeking Alpha

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)
  • The Enterprising Value Inve...
    , contributor
    Comments (540) | Send Message
     
    For the umpteenth time, PM and MO are two separate entities
    26 Mar 2012, 02:27 PM Reply Like
  • Uncle Pie
    , contributor
    Comments (3357) | Send Message
     
    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
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs