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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Marc Fortier who wrote (15592)10/6/2002 8:40:57 PM
From: Paul Senior  Respond to of 79127
 
Marc Fortier. re RJR. I don't see why there'd be a need to cut the dividend. RJR's still going to be very profitable even with the latest lowered earnings estimates. And as you mention, there is that cash. The article doesn't seem balanced enough to me.

Seems to be true though that more people are going discount cigarettes vs. paying for the premium. A pal of mine has even started to roll his own. I only last saw people doing that when prices really jumped couple of years ago, and MO roiled the market by dropping premium prices. I figured it would be the end of brands. I was wrong then.

Now I figure it'll be the end for brands - and my investment - when I start to see women rolling 'em.

Paul Senior



To: Marc Fortier who wrote (15592)10/6/2002 9:31:34 PM
From: Marc Fortier  Respond to of 79127
 
Well, I still can't believe this story. And the guy is holding a large chunk of the stock! Imagine if he lost a few million on paper tomorrow just because of what he said. I am not sure that his boss will be particularly proud of him...

I just hope that management will come out with good earnings and answer this talk in the proper fashion.


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