Author Topic: MO - Altria Corp  (Read 27380 times)

banellie

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Re: MO - Altria Corp
« Reply #110 on: October 03, 2019, 09:04:16 PM »
Here is a good Twitter thread about the vaping scare and how it impacts the tobacco industry:


https://twitter.com/SuperMugatu/status/1179871479628009485


DooDiligence

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Re: MO - Altria Corp
« Reply #111 on: October 03, 2019, 09:24:37 PM »
Here is a good Twitter thread about the vaping scare and how it impacts the tobacco industry:


https://twitter.com/SuperMugatu/status/1179871479628009485

I respect what that guy writes & hope he's right.
Healthcare 21.7% - EW NVO // BRK.B - 24.2% // Auto's & Oil 14.9% - CLB GPC VDE

Banking 9.4% - WFC // Entertainment 4.7% - DIS // Drinkers & Smokers 7.6% - MO

Retail 1.8% - ULTA

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%'s held @ MV 1/16/2020 minus 15.8% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

banellie

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Re: MO - Altria Corp
« Reply #112 on: October 05, 2019, 04:34:52 PM »
So You Want to Quit Vaping? No One Actually Knows How:

https://www.wired.com/story/so-you-want-to-quit-vaping-no-one-actually-knows-how/


Munger_Disciple

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Re: MO - Altria Corp
« Reply #114 on: December 19, 2019, 11:55:36 AM »

sleepydragon

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Re: MO - Altria Corp
« Reply #115 on: December 19, 2019, 04:35:14 PM »
Interesting Bloomberg Opinion piece on Vaping:

https://www.bloomberg.com/opinion/articles/2019-12-19/u-s-prefers-mass-hysteria-to-sound-policy-on-vaping?srnd=premium

The author is right. Vaping is much more addictive than cigarettes. But if vaping is banned, it will actually be very good for tobacco companies.
 The market is mis pricing the whole situation about MOís JUUL stake. It shall be seen as MOís hedge on itís tobacco business.
Unfortunately, it seems people didnít stop vaping despite the recent negative news. Otherwise stock would be higher.