I read this recently on a Nik Modi’s news letter – Altria’s “MLP” Program Is Good For the Big 3
Nik states, “As we discussed in our note entitled “Is Altria’s “MLP” Program Good For Stocks?”, we believe Altria’s pricing program is a net positive for Altria, Reynolds and Lorillard. While we still have to get some perspective from the trade, we see a rather meaningful upside bias to our 2H11 volume estimates for all 3 companies.”
This topic has caused much conversation and I’m surprised that no one has blogged about this topic.
So what are your thoughts?
I’m thinking some anonymous retailers might have a lot to say!
Let’s hear it!