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Except for Philip Morris, I'm on your side. All very solid companies with good moats.
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@Aktienmasseur Philip Morris is admittedly the most daring position of the 5 stocks. You can see this from the fact that it is the only position with "lowlights".

However, this is how I see it here:
- large potential upside due to alternative products and market entry in the USA
- comparatively small downside, as they are still doing well in the traditional cigarette business
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