Hedgeye’s Consumer Staples team is adding Lorillard (LO) to our Best Ideas list.
We are hosting a conference call Tuesday, March 4th at 11:00am ET to discuss the key points of our high-conviction bullish thesis. Consumer Staples Analyst Matt Hedrick will answer questions at the conclusion of the call. Ping for access.
HEDGEYE IS BULLISH ON LORILLARD? YES.
- We’ll discuss our exclusive view on why we now believe Lorillard’s advantaged menthol portfolio is essentially shielded from regulatory risk.*
- We’ll offer granular insight into long-term upside growth in Lorillard’s leading electronic cigarette business “blu,” as industry cigarette volumes decline.
- Got growth? We’ll take a look inside Lorillard’s continued stable (and profitable) sales and earnings growth outlook.
*A supplemental expert report on menthol by a top Washington, DC law firm involved in tobacco public policy is available by request.
Attendance on this call is limited. Please note if you are not a current subscriber to our Consumer Staples research, there will be a fee associated with this call. Email to learn more about our research and how to subscribe.