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@CatholicGOP2016 Avatar @CatholicGOP2016 CorvetteKid1969

CorvetteKid1969 posts on X about $pm, $mo, bti, $bti the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% finance XXXXX% technology brands X% countries X% cryptocurrencies XXXX% social networks XXXX%

Social topic influence $pm 24.67%, $mo 19.33%, bti 14.67%, $bti 14.67%, zyn 5.33%, $imbby 4.67%, nicotine 4%, $pms 4%, mos 3.33%, $mos XXXX%

Top accounts mentioned or mentioned by @antonykh1218 @p000dl3 @johndoeknowsguy @richardersted @lazereater @cgasparino @tobaccoinsider @russellgates @ameliasmith1210 @gardinerisland @tobaccovanguard @richard_ersted @inves2grow @senwarren @leveragevaluep @nicktimiraos @elevatrpitchguy @senrickscott @dador92 @davidkilli99638

Top assets mentioned Philip Morris International Inc. (PM) Altria Group Inc (MO) British American Tobacco (BTI) Mosaic Co (MOS) Procter & Gamble (PG) Coca-Cola Co (KO) Morgan Stanley (MS) GM (GM) Exxon Mobil (XOM) Oracle Corporation (ORCL) SAP SE (SAP) Novo-Nordisk (NVO) Colgate-Palmolive Company (CL) Mint Club (MINT) Near Protocol (NEAR)

Top Social Posts #

Top posts by engagements in the last XX hours

"@JSpitTrades It's well known Justin plus the stocks are extended. past performance is not indicative of what might happen with $BTI $MO etc. It's all about NGPs/RRPs. $PM needs to show IQOS and ZYN growth. Zyn needs to triple by 2030 ex-US and IQOS needs XX% of U.S. market by 2030"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 04:22:41 UTC XXX followers, XX engagements

"@AmeliaSmith1210 NGPs and RRPs Amy. I do want them to get more traction with Zyn/NP's ex-U.S.Velo/BATS is really doing well there. $PM supposed to triple non-U.S. Zyn by 2030 I'd like it to quintuple. 😡 Maybe $PM knows something on HNB (IQOS). Combustible decline @ X% a year; not bad"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 19:00:58 UTC XXX followers, XX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Yup.unless you think $MO's combustibles are going to be cannibalized by others anyway so best to do it NOW and grab the revenue yourself. It's a tricky situation no doubt"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 14:19:30 UTC XXX followers, XX engagements

"@antonykh1218 But is that disposable income in the aggregate.or for lower-income and middle-income consumers which is where most smoker are When I first covered Philip Morris (early-1980's) they had lots of wealthy and upper-middle class income smokers. Today not so much"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 15:41:00 UTC XXX followers, XX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I would think they'd take both calls.but no doubt $PM carries more clout probably from the days before the spin-off in 2008. I always wondered why Altria calling it's U.S. business Philip Morris wouldn't confuse people with PMI. 😃"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 14:47:52 UTC XXX followers, XX engagements

"@deerpointmacro $PM sells cigarettes in countries where price elasticities are not critical. X% declines forecasted through 2030.very manageable. $PM is best-of-breed and has generated positive EBIT in virtually all of her nicotine/tobacco ventures. Stifel Margin Analysis:"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 03:55:52 UTC XXX followers, XX engagements

"@CliffSpier @CGasparino You trying to destroy our financial markets Cliff Have you ever invested in stocks or bonds or mutual funds Do you have a pension You want AOC Bernie or Mamdani in charge of The Dollar 😮"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 01:55:13 UTC XXX followers, XX engagements

"@1PoorRichard @CGasparino Absolutely. I started out as a "Fed Watcher" XX years ago reading the tea leaves from the Thursday 4:30 PM releases by the Fed. There was only X Quotron in our entire firm on the 47th Floor so I would go up X flights to the CFO's office and see the releases on Thursday. 😃"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 01:50:31 UTC XXX followers, XX engagements

"@antonykh1218 $PM had DECADES of growth and experience bulking up distribution sales marketing outside of the U.S. They lost U.S. exposure but that was X big market whereas $MO has to start from scratch in dozens of key markets. And when $PM bought SM voila U.S. distribution solved"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 15:07:46 UTC XXX followers, XX engagements

"@BreannaMorello A political vendetta against anything American tied to tobacco or nicotine by the Biden ideologues. You wonder how much $$$ they got from the flavored disposable illegal Chinese vapers who got XX% of the U.S. market when Juul was being tied down"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-19 04:23:39 UTC XXX followers, XX engagements

"@RebelACole @TheoDavis330520 @SenWarren She voted to give $XX billion to the Ponzi Scheme known as the Teamsters Pension Plan. She's a brazen corrupt fraudulent liar"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-19 05:16:18 UTC XXX followers, XX engagements

"@tobaccoinsider Does $PM want in the U.S. vaping market VEEV appears to be doing OK though it lacks scale. To me it's a question of price. I am seeing estimates that the company lost XX% of it's value from the $MO buy-in. If it was worth $X billion 12-18 months ago maybe $X bb today"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 04:38:14 UTC XXX followers, XX engagements

"@CGasparino No he can't. I voted for Trump X times but I am getting tired of his infantile war on the Fed. They make mistakes but they also do a great job when the chips are down (2008 2020). I dono't want the Fed under Trump anymore than I went it under AOC or Mamdani or Bernie.😃"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 01:48:56 UTC XXX followers, XX engagements

"@antonykh1218 @russellgates_ $BTI got XX% of RAI for like $X billion as I recall when they merged B&W into RAI. Then they paid a ton for the remaining 58%. At least they now own 100%. Had $MO bought the rest of Juul for a song they have vape market share today for when it turns and also NJOY"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 06:55:38 UTC XXX followers, XXX engagements

"@AmeliaSmith1210 BTW the tobacco and consumer stables groups are the proper peer group for $PM. I think the focus on luxury and pharma was there just to show us how big Philip Morris has gotten"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 19:02:20 UTC XXX followers, XX engagements

"@caseythehost @SenWarren Casey never forget that CBS fired one of their tennis analysts who used a hominem "guerilla" in a Venus Williams match and was fired because their low-IQ viewers thought it was "gorilla." They also fired Don Imus when he ran afoul of Al Charlatan. Spinless and gutless. 😡"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-19 05:31:07 UTC XXX followers, XX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater I miss the Old Days when you used to have veteran analysts covering the sector. They never left. Morgan Stanley has had X analysts in X years. 😮 Wish I had saved some of my old Bernstein Black Books 😃"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 06:21:29 UTC XXX followers, XX engagements

"@thehood1961 @CGasparino If he moves against Powell the dollar and markets would tank. 😡 Charlie who is spoonfeeding him this nonsense that our rates can be cut by XXX bp. The EU has low rates because their economies SUCK and nominal GDP growth there BLOWS. The 10-year Treasury would hit 6%.😮"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 01:53:22 UTC XXX followers, XX engagements

"@CGasparino Charlie conservatives have been saying this for DECADES. This is why Citizens United was so critical. If Paramount/CBS wants to give $XXX MM of in-kind advertising for the Democratic Party then $XOM or $ORCL or $GM or others can do likewise -- which is why the Left hates CU"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 02:28:29 UTC XXX followers, XX engagements

"@antonykh1218 writedown on Juul. I am XX% positive that if a deal had any chance of being struck that $PM wanted assurances that the teen vaping problem was manageable and that there would be no Juul writedowns (implying a massive $MO overpay). $PM knew there were problems and besides"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 14:30:25 UTC XXX followers, XXX engagements

"@antonykh1218 You seem pretty bullish on Veev -- I'm glad.👍 Of course they needed to buy SM to jump-start NP's. So far not doing that with vapes. Maybe $PM foresaw or just got lucky with all the illegal/disposable/cheap vapes and realized doing the same there would be a waste"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 13:12:44 UTC XXX followers, XXX engagements

"@tobaccoinsider Juul was bailed out for a song by the guys who control it. I'm not sure what the capital structure is today but I can't believe that the ownerswant to fight $PM $BTI and dozens of illegal/disposable Chinese vapes. Even if the Chinese vaping threat fades competition looms"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 18:58:09 UTC XXX followers, XXX engagements

""It is actually bigger than other European stalwarts such as $NVO ($320 bb) $ASML ($310 bb) and $ROG.SW ($290bn). Only $SAP at $380bn is bigger than $PM." By the mid-$2030's $PM could be within striking distance of a trillion-dollar market cap. 😃"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 17:33:24 UTC XXX followers, XXX engagements

"@p000dl3 @antonykh1218 Yes what brands for NPs does TPB make Pikabu What's their current market share Buying them out size-wise isn't a problem it's just a question of what they have to offer right now and the growth potential down the line"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 15:42:53 UTC XXX followers, XX engagements

"@antonykh1218 Yeah the breathing thing was a stinker. $PM's bad deals tend to be rounding errors on their balance sheet so there's that. 😃"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 02:46:43 UTC XXX followers, XX engagements

"@antonykh1218 I am re-reading some parts again. You have a good writing style Anthony. 👍 Interesting thoughts on FCF conversion CAPX intensity and debt servicing/credit ratings. $PM's higher credit rating may also reflect a weaker dollar plus ability to sell shares to deleverage"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 04:39:46 UTC XXX followers, XXX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Still suprised they have more than $MO . Altria/Philip Morris USA spent DECADES building it up. Very impressive that SM could match/exceed it. NPs were non-existent before $PM bought SM so what was SM building up their distribution network for"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 14:29:37 UTC XXX followers, XX engagements

"Notice what The Times says about the DOJ CRD: staffed with left-wing ideologues doing the bidding of the NAACP Black LIES Matter and race pimps like Al Charlatan. Sorry folks it's a New Day and a New Dawn in American race relations. GOP now rules"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 16:47:51 UTC XXX followers, XX engagements

"@Cronikeys Yeah Richard Deacon.Whit Bissell. at the end when you think the guy is nuts it turns out he was RIGHT😮 SCARY Ditto the 1978 re-make with Donald Sutherland yelling into a frozen frame 😃 I like the endings where the good guys win. 😃 Like "The Thing" (1951).👍"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 18:18:11 UTC XXX followers, XX engagements

"@tobaccoinsider Hopefully they approve IQOS's PMTA ASAP. They should also announce no menthol studies and no nicotine reduction experiements. The FDA needs to stick to food and drugs and alcohol and stop wasting time on cigarettes and nicotine"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 18:25:54 UTC XXX followers, XX engagements

"@antonykh1218 Better numbers than I thought.but they bought SM to get scaled in NPs I keep wondering if having avoided the vaping bloodbath they are in position to buy cheap (Juul ). Or maybe they are OK going super-slow in vapes organically because of good results from comb/HNB/NPs 🤔"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 16:11:21 UTC XXX followers, XX engagements

"@antonykh1218 $JTI has some time given that they appear to have a long runway with discounts in the U.S. $IMBBY also seems to have a decent global strategy after the 2020's reset. But I think the transformation to NGPs/RRPs mandates bulking up. And clearly $MO can NOT be U.S.-only"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 13:55:17 UTC XXX followers, XX engagements

"@DevinLaSarre What do you see that tells you $IMBBY can slug it out with $PM a re-invigorated $BTI a future global $MO or even $JAPAY I think some of those names could even look at doing a deal with $IMBBY. If Imperial is going to buy back stock and go private why not just sell"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-06-09 05:54:09 UTC XXX followers, XXX engagements

"@antonykh1218 Anthony I don't think any vaping-only company could do an IPO. And definitely not Juul. Too much "disclosure" would be at best unseemly and maybe have to wink-wink at illegal stuff (i.e. underage vaping) that you wouldn't want that disclosed in filings or quarterly CC's"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 16:59:14 UTC XXX followers, XX engagements

"@tobaccoinsider Ah-ha.now THIS is the one I mused about last year and recently. 😃 I don't know anything about the capital structure at privately held Juul. There also may still be lawsuits flying around accusing the 2-deep pocketed insiders of unethical dealings. $X billion for Juul 🙄"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 04:12:54 UTC XXX followers, XX engagements

"$PM continues to lead in U.S. nicotine pouch market share with Zyn. $BTI has made a nice move with Velo off a very low base; can the trajectory continue $MO's on appears to have hit a wall. Remember Zyn is a premium-priced product so $PM hasn't begun to fight back yet"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-03 15:49:07 UTC XXX followers, XXX engagements

"@antonykh1218 Yes or No Anthony: Do we still have X large publicly-traded tobacco companies by 2030 2027 $PM $BTI $MO $JTI $IMBBY -- or do a few of them get together I guess they ALL could bulk up by buying smaller publicly-tradeds or privately-helds.you never know"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 07:02:15 UTC XXX followers, XXX engagements

"@richard_ersted @antonykh1218 The sell-side and $BTI see their share plateauing at high teens. So no Zyn along should be OK and I would think more flavors more nicotine strengths and a "wet" product should keep the market share XX% even as it doubles () by 2030 in the U.S. and triples in the EU"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 01:25:31 UTC XXX followers, XX engagements

"@NickTimiraos Nick who is telling Trump that short rates can fall XXX bp Does he understand rates are low in Europe because nominal GDP growth SUCKS 😆 Who is feeding Trump nonsense about Powell and the bond market -- is it Navarro Does he understand that if the Fed cuts XXX bp"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 15:20:14 UTC XXX followers, XX engagements

"Barclays looking for $PM to hit $XXX by 2028. They note that ".as a European company $PM is the largest European consumer company by enterprise value $XXX bb.bigger than $NSRGY $LVMUY (each $315bn) $RMS.PA ($290bn) or $LRLCF ($240bb).""
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 17:23:44 UTC XXX followers, XXX engagements

"@p000dl3 Rates are lower in the EU because their economies SUCK Their nominal GDP growth has stunk since 2000"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 22:45:14 UTC XXX followers, XX engagements

"@antonykh1218 Anthony I think this was why $PM got slammed the most today: the market now fears Juul might be "in play" and $PM makes the most sense even though Juul is a bigger threat to $MO and $BTI. WSJ said Juul was worth $X BB (down 98%) in Fall 2023. Maybe worth $X BB today"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 05:25:39 UTC XXX followers, XXX engagements

"@PCreighton1 @stoolpresidente Are you an accountant Pat MLB teams ARE losing money. At least some of them. WNBA cash flows don't improve until 2027"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 04:01:41 UTC XXX followers, XX engagements

"@antonykh1218 I think $BTI admitted as much when they took a $XX billion charge on the deal. They also forecast LSD/MSD smoking declines when they took the charge it's now up to HSD. It was a disaster of a deal for shareholders but it can work from here for those in the stock since 2024"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 06:04:06 UTC XXX followers, XXX engagements

"@tobaccoinsider This could be why $PM was down more than the others even thought it is certainly the least effected. Today's drop might be implying that with the FDA issue behind it that Juul might be for sale and $PM is looking under the hood. Clearly the market doesn't seem to want a deal"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 04:33:55 UTC XXX followers, XX engagements

"@antonykh1218 @russellgates_ I misspoke they never completely exited but I recall when they were trying to buy their former parent American Tobacco they ditched a bunch of discount brands. They were not as concerned with the U.S. market then. You are right they lacked scale against PM and RJR"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 06:49:23 UTC XXX followers, XX engagements

"@TobaccoVanguard Whoa 😮😮.HTU sales were $XX billion in 2023 that figure must be for total smokeless products and since the entire nicotine market in 2023 was about $XXX billion I think even that is too high"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 03:19:37 UTC XXX followers, XX engagements

"@antonykh1218 Global shares for tobacco. Interesting to see where $PM and $BTI are equally matched and where one has an overwhelming market share lead. Hopefully China gets added to that chart in the next few years.😃 Interesting that BAT is everywhere but PM is missing from X markets"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 13:17:51 UTC XXX followers, XX engagements

"@richard_ersted @drewfallon12 Richard the market and the analysts are believers in the NGP/RRP flywheel.but wary about how long it will take to get to critical mass. Only $PM is at a critical level where they have the EBIT to create enough revenue and cash flow to offset traditional product declines"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 04:54:06 UTC XXX followers, XX engagements

"@russellgates_ @antonykh1218 The litigation overhand then was -- unfairly -- killing the valuations. $BTI exited the U.S. market low and then bought back high and higher.🤔😮"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 06:18:22 UTC XXX followers, XX engagements

"@Gopher73Gold @JSpitTrades $PM needs something to plow through the low-$180's. Stock has been rangebound and it doesn't have the low valuation of $BTI $IMBBY and even $MO to move up from here. Needs to get the IQOS PMTA or show more Zyn gains.or maybe some deal with $CNTC.👍"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 04:50:12 UTC XXX followers, XX engagements

"@antonykh1218 I think $MO was behind the attempts to consider a merger not $PM. A way to dilute the Juul disaster it was a Willard Hail Mary. They also bought back IQOS rights probably because they realized that faster smoking declines gave $MO conflicts of interest in marketing IQOS"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 06:05:56 UTC XXX followers, XXX engagements

"@antonykh1218 I wonder if either $PM or $MO might release a Marlboro NP in the future"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 15:44:57 UTC XXX followers, XX engagements

"@tobaccoinsider $PM $MO $BTI and others all getting slammed on the non-existent news that the FDA is letting Juul sell their products which had been the case since the bogus "ban" was not enforced previously. Also it's not the legal Juul products causing lost sales it's illegal vapes"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 17:41:52 UTC XXX followers, XXX engagements

"@antonykh1218 Anthony not sure if $PM breaks out VEEV's metrics because it is so small but I recall seeing something that said it was about X% of $PM's revenues. Obviously they have chosen to focus on HNB/IQOS and Zyn/NPs. One reason why I suggested looking at privately-held Juul.😮"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 15:15:09 UTC XXX followers, XXX engagements

"@JohnDoeKnowsGuy @antonykh1218 @p000dl3 @richard_ersted @lazereater The re-stocking and inventory build are a positive for $PM in 2025. Whether it is still there past Q1 '26. I'm not sure. Ultimately you need sales follow-through to the public not inventory. I'm not worried about On for Zyn but (wet) Velo-plus and Velo X are threats"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 14:46:00 UTC XXX followers, XX engagements

"@antonykh1218 I'm wondering if that ability to sell shares might also be in the form of M&A.use their (rich) stock to buy/bootstrap some earnings from a publicly-traded or privately-held vehicle. I still think Juul might be worthwhile for one of The Big Four (let's assume $MO is out 😆)"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 04:41:44 UTC XXX followers, XXX engagements

"@antonykh1218 A nice chart from Jefferies recent initiation on the sector. If you want to make a case for $PM's premium valuation then you have to look to the megacap CPH sector ( $KO $PG $CL etc.). What I like here is they include some European names. $BTI $IMBBY and $MO included"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 14:39:41 UTC XXX followers, 1058 engagements

"@antonykh1218 Juul was supposed to be their U.S./global expansion/NGP strategy and we know what happened there.😡 Can you elaborate in the future on $MO's overseas options Any M&A for any of the companies MUST offer bigtime savings on distribution; synergies/cost-cutting must be REAL.👍"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 14:32:43 UTC XXX followers, XX engagements

"@tobaccoinsider This is interesting and addresses $MO's lack of global scale. But I see traditional Japanese reluctance to unwind cross-holdings applying here too. You also have JT's discount brands in the U.S. as an anti-trust concern with premium Marlboro cigarettes Altria's staple"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 04:00:10 UTC XXX followers, XX engagements

"@TobaccoVanguard This is an interesting perspective but one that no investor believes in. $MO needs NGPS/RRPs. The ice cube of combustibles is melting away -- LSD declines are now HSD/DD declines. $PM is showing how it is done. Even $BTI looks like they will be around in XX years. $MO 🤔"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 07:42:20 UTC XXX followers, XXX engagements

"When Stephen Colbert had MSNBC DEI hire Nicole Wallace on his show.that's when THE LATE SHOW was finished.😃"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-19 00:26:59 UTC XXX followers, XXX engagements

"MMF ETFs are gaining in popularity: $SGOV $BIL $SHV $BOXX $GBIL $VGUS With very slight credit risk MMF ETFs that buy commercial paper yield a bit more: $MINT $JPST $NEAR $GSY During systemic times (GFC 2009 Covid 2020) they can lose bids and drop 2-3% at most"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-06-28 18:34:39 UTC XXX followers, XXX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Presumably "snyergies" from $MO's distribution network let them scale a tiny deal like this very quickly. I could see it working out. But if the products don't take off $TPB could burn cash as $MO just carries non-selling product all over the country. Like SM can it scale"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 05:36:33 UTC XXX followers, XX engagements

"@antonykh1218 Don't forget during the alleged merger talks $PM's mgmt. was very critical of Juul (and indirectly $MO) for not doing more to prevent the teen vaping crisis which was in full bloom. I suspect even then $PM knew there was a problem. X months later $MO announced a $XXX bb"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 14:28:52 UTC XXX followers, XXX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Agreed.that's what the reports I have read lately are trying to drill home.these items are doing OK but they are not at the critical scale that they can move the needle on revenue EBIT or cash flows. I didn't know $BTI was into snus.the Velo analyses focus on combust"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 05:00:17 UTC XXX followers, XXX engagements

"@antonykh1218 Juul was supposed to be a two-fer: solve the geographic box that $MO was in and also help them leap-frog into NGPs/RRP's like $PM $BTI etc. Instead.uggh. 😡 It's like blowing a #1 overall pick in the draft for an NFL team. It sets you back back at least X years"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-15 04:57:34 UTC XXX followers, XX engagements

"@SnubieDotCom @whycherrywhy Snubie any thoughts on why Zyn kicked-ass in the U.S. but lags other products in the EU and even in Scandanavia their home turf 🤔"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 01:27:28 UTC XXX followers, XX engagements

"@Retail_Guru Is the premium valuation warranted Rahul Haven't been able to run Bloomberg Total Returns but stock price performance/returns since 2000 and even before seem to lag the market. Believe $PG $KO and others in the large-cap consumer products groups have done better"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 02:39:48 UTC XXX followers, XX engagements

"@tobaccoinsider It won't have NJOY that belongs to Juul. On is #3 in U.S.minimal global presence.SWIC and Ploom look like they will bring up the rear to IQOS.so you have nice global cigarette exposure but a lower % on RRPs/NGPs combined than $MO solo"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 04:03:23 UTC XXX followers, XX engagements

"@antonykh1218 What is strange is that the sell-side analysts note the concerns about the lack of geographic and NGP/RRP diversification in their reports.but don't bring it up too much in the post-earnings CC's. 🤔 Maybe they don't want to embarass mgmt I don't know"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 18:05:57 UTC XXX followers, XX engagements

"@somsai @EmilyForCO Tax "breaks" means tax cuts. Hard to cut taxes on Democratic parasites and illegals who pay no federal income taxes. FTC and CFPB are both anti-consumer for those of us who pay on time and don't default and pass costs on to the rest of the public"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 15:30:52 UTC XXX followers, XX engagements

"@TobaccoVanguard You could be right TV.but the numbers don't lie. I think the fact that $MO and Willard went so strongly for Juul/Cronos confirms that they needed to move. What the screwup shows is that they needed to do it WISELY which they did not. They rushed in and paid too much"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 14:24:38 UTC XXX followers, XX engagements

"@Porter_and_Co $PM's cost of capital is NOT 1.5%. Last I checked their bond yields were just under 5%"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 17:46:28 UTC XXX followers, XX engagements

"@CharlesGoodnig1 @richard_ersted Valuation metrics as of late-May for tobacco 2017-25: Note it has data for $MO $PM $IMBBY $JAPAY and $BTI"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 22:10:19 UTC XXX followers, XXX engagements

"I'm seeing this more-and-more. 😡 DUI/DWI.speeding.no DL.no insurance (and jacking up the rates the rest of us pay).these people have NO REGARD for the law whether it's immigration or traffic. Something must be done.NOW 😡"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 17:38:23 UTC XXX followers, XX engagements

"@PruenRichard @drkellyhenning @BloombergDotOrg Richard these FRAUDS said NOTHING while China was dumping flavored illegal disposable vapes and promoting them on Tik-Tok. Not a peep.😮 Just more attacks on Juul $PM $MO and $BTI. You wonder how much the Chinese vapers paid these shills. 😮"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-19 04:10:55 UTC XXX followers, XX engagements

"@CGasparino He had a staff of XXX (about 5x what an hour-long drama needs check the credits at the end of any 1-hour program). He made $XX MM.that means about $XX MM for XXX workers or an average of $200000 a year. $200000 a year to make coffee Get water Prepare a food platter"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 03:55:54 UTC XXX followers, X engagements

"@antonykh1218 Anthony it IS an interesting perspective. I guess you are looking at it from the perspective that $BTI may have done something as reckless or destructive as $MO buying Juul. I think this is why you buy back stock and pay/raise dividends instead of pursuing questionable M&A"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-14 06:06:51 UTC XXX followers, XX engagements

"@NickTimiraos Nick G. William Miller had LOST the confidence of the financial markets: the DJIA was sinking bond yields soaring inflation rising. None of those are happening now the opposite is happening. If Trump picks a lackey THAT person is G. William Miller not Paul Volcker. 😮"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-17 15:23:24 UTC XXX followers, XXX engagements

"@antonykh1218 their stock price got hit during the talks and $PM mgmt. didn't need to be geniuses to realize that the market did NOT like the "merger" even if it was 60/40 in favor of Philip Morris. Both stocks were down about the same from the 2017 highs BTW"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 14:32:02 UTC XXX followers, XX engagements

"Heated tobacco still the largest NGP/RRP market with $PM in the lead. $JTI and $BTI have new products that are a bit in the slow lane. Vaping resuming growth in the legal channel; good for $BTI and $IMBBY. Nicotine pouches could catch heated tobacco by 2030. $PM $BTI $MO"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-11 05:59:05 UTC XXX followers, XXX engagements

"@drkellyhenning @BloombergDotOrg Oh spare us Doc. You and others said NOTHING while the Chinese flooded the country with disposable illegal flavored vapes. Elf Bar ring a bell This was a win for American consumers AND producers"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-19 04:09:17 UTC XXX followers, XX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Oh sorry Anthony.Barclays Capital (sell-side report). Here's the key graph from the report with some commentary. Feel free to ping me if you ever want to see something I reference (assuming I have it)"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 04:48:53 UTC XXX followers, XX engagements

"@Next100Baggers @fiscal_ai $PM needs to accelerate growth in the EU and Scandanavia. Zyn ex-U.S. should triple by 2030 but not enough -- need it to quintuple. Need to plant Zyn seeds in more countries as I think Velo-plus is doing well though both BAT and the sell-side community expect growth to slow"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 05:24:43 UTC XXX followers, XX engagements

"@crudegusher Paul why do you think HES was worth $XXX a share That might have been the price in the past with multiple bidders and no regard for shareholder value.and both XOM and CVX are too smart to overpay for even a great asset like HES after seeing what XOM had to endure with XTO"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-18 18:39:05 UTC XXX followers, XX engagements

"@tobaccoinsider TI most of those were small missteps. They were not material negative needle-movers. I would also contest that they wanted to merge with $MO. All the reports from here indicated it was $MO looking to pawn off the Juul disaster on a combined $MO - $PM entity"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-20 06:04:08 UTC XXX followers, XX engagements

"@cameron @RealJayEllefson Cameron it's been going on for DECADES. 😡 That's the basis of the Citizens United decision: that Parmount CBS and The New York Times Co. shouldn't be able to propagandize on behalf of THEIR concerns but ExxonMobil AT&T Microsoft Apple Google and Oracle can't do so"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-21 02:33:27 UTC XXX followers, XX engagements

"@antonykh1218 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater This must be global points of sale; the global distribution network that Philip Morris International built from 1970-2000 gives them a big advantage over $MO and even $BTI. I believe this is a bottleneck that BAT and even analysts will cap Velo and BTI NPs at XX% thru 2026"
@CatholicGOP2016 Avatar @CatholicGOP2016 on X 2025-07-16 14:42:54 UTC XXX followers, XXX engagements