5 Comments

Very well done — I think the persistence and profitability of the tobacco industry despite (or perhaps because of) such heavy regulatory involvement bodes really well for an industry I’m very excited about: cannabis (both recreational and medicinal).

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PE/s are already single digit and dividend yield near 10%. Crazy how destroyed these stocks are. Out of favor without a reason imo.

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This Value Hive podcast with Aaron Edelheit on the cannabis industry was interesting: https://overcast.fm/+WLBcikUu8. He shared what he learned since the 2021-2 crash in cannabis equities.

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interesting, since i see fewer people smoking aroun me

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Dear readers and tobacco stock fans. Do you reinvest the dividend in the tobacco stocks? Or only some part of it?

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