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Altria, After the Spinoff
posted by gross641 on 1 months ago
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Sell Kraft, buy mo' MO.

Spinoff is tomarrow, what are people doing with their kraft shares?

We can only hope, haha. I think Philp Morris has more upside than Kraft. But, I agree that
both stocks have short term upside.

Last edited on: 03-24-2007 07:23 pm

Kraft has been on a tear. I think when we all get our new shares we'll be very happy. I
think MO will be around $65 and Kraft will be in the $30's. Does that sound right, or am I
smokin' rope?

Kraft was added to the S&P 500, hopefully this will moderate the selloff or encourage
people to buy KFT after the spinoff.

(double post)

Last edited on: 03-21-2007 04:50 pm

No thanks, I'll stay with best of breed in PM.

With Kraft, i think it can be a great long term investment with growth opportunities. CSG
would make for a great aquisition longer term. But margins in the food business are not
good.

Last edited on: 03-21-2007 07:23 pm

if u like tobacky, check out UVV, theyre making nice gains too.

You can buy MO-W which has no Kraft in it, however it is more expensive than shorting
Kraft if you hold MO

not sure thats sucha great idea, because the PM shares will already be jacked up.

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