Recent Articles

CVS Health Looks Healthier After Quitting Tobacco

CVS Health will lose sales from quitting tobacco, but should make up the difference from higher-margin businesses. More 

Philip Morris vs. Altria – Only One Is a Shareholder-Friendly Spender

Tobacco stocks are no stranger to debt. But Altria at least knows how to use its debt responsibly. Philip Morris ... not so much. More 

Big Tobacco – So Much for the Global Crutch

Tobacco stocks' ace in the hole -- rising demand overseas to offset long-term decline in the developed world -- is looking less and less reliable. More 

Reynolds American and Lorillard – A Merger to Ignore

Tobacco stocks Reynolds American (RAI) and Lorillard (LO) reportedly are closer to being joined at the hip, but there's not much in it to be excited about. More 

E-Cigarettes Banned in NYC, Chicago

New rules that treat e-cigarettes the same as real cigarettes go into effect in New York City and Chicago on Tuesday. More 

Trade of the Day: Lorillard (LO)

Projected to grow 5-fold to by 2017 , the U.S. market for e cigarette brands is important but exposure to the international market is even more critical. More 

Walmart, Other Major Retailers Pressured to Stop Selling Cigarettes

The attorneys general of 28 states have written to Walmart and four other retailers asking them to end tobacco sales in their stores. More