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Anthracite Capital, Inc. Message Board

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  • ltbhdollars ltbhdollars Mar 27, 2003 1:31 PM Flag

    OT: Tobacco companies

    No not watching, I own UST which gets hit in sympathy with all the cigarette makers flack but really, in comparision, has a very limited ligtigation risk.

    Its problem was Conwood which is behind it. Owned 2 batches, one at 15 and other just below 15 that held for several years and sold last year when it bounced off 40. Bought in again at 28.58 just before last divie and 27.01 couple days ago.

    For me it makes a comfortable anchor position for my folio although its below the normal 10% min I like to see. Good luck in your research

    LTBH

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