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Björn@Kapital_Koala
6Mo
Before I would sell $BATS, I would remove everything from $CBK downwards from my portfolio.
What makes you more optimistic about the future with $MBG than with $BATS, for example?
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Bebop@closingDiv
6Mo
@Kapital_Koala 👍
Regarding $BATS, I simply believe that smoking and vaping have no future. I haven't bought anything from $MBG yet because I'm not sure. The brand is strong and will remain so in my opinion. The dividend is great, but I'm still not sure how future-proof it is compared to the Chinese manufacturers.
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Björn@Kapital_Koala
6Mo
@closingDiv interesting. 🤨 I see things very differently, for example. The number of smokers is certainly decreasing peut a peut, but more and more "third world" countries also have access and economic strength and so consumption is increasing there. When it comes to vaping, no tobacco company is going to go out of business in the next few years. The dead live longer. And oil and tobacco have supposedly been on the decline for 10 years. 🤫
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Twizzi@Twizzi
6Mo
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Bebop@closingDiv
6Mo
OK. Exciting perspectives. Thank you.
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