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Strategies & Market Trends : Value Investing
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To: Demetre Deliyanakis who wrote (16517)3/2/2003 7:34:40 AM
From: Larry S.  Read Replies (1) of 78998
 
With the sharp acceleration in cigarette taxes, both federal and mainly state, MO has lost much of its pricing power. that is the real risk in the stock now, not the litigation. Mo would have to cut marlboro prices almost to equal the cost of brandX, but the taxes will still keep smokes very high in price. its a quandry. div is nice, I wasn't aware of SAB as a MO holding. How big a stake do they have in SAB, and how much of KFT do they still own. I like UST in the tobacco sector, similiar divie, premier smokeless company, big penalty out of the way now, good takeover candidate. larry
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