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  • Moody's revises its outlook on Kraft (KFT -0.2%) to Positive from Developing after sizing up its plan to split its snack business and grocery business. The agency says the Mondelez snacks company will emerge with the stronger credit profile of the pair.  [View news story]
    very bullish on kraft, the split and the dividends. both companies have nowhere to go but up
    May 31, 2012. 02:34 PM | 1 Like Like |Link to Comment
  • Tobacco stocks are a different breed than other consumer stocks, argues Ronald Thomas as he raises concerns on the current valuations in the sector that are widely-perceived as low. He maintains that the addictiveness of cigarettes and uniqueness of the industry means demand trends can take longer to play out - warning the perceived safety of names such as RAI, MO, and LO could mask long-term headwinds.   [View news story]
    I seriously doubt that the tobacco stocks will go up in smoke.
    May 6, 2012. 09:26 AM | Likes Like |Link to Comment
1 Like