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boborjin

boborjin
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  • 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]
    Nice ride so far!
    May 4 06:31 PM | Likes Like |Link to Comment
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