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Hedgeye's Consumer Staples team is adding long Lorillard (LO) to our Best Ideas list.

We are hosting a conference call today, March 4th at 11:00am EST 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.

   

 

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.


Participant Dialing Instructions:

  • Toll Free Number:
  • Direct Dial Number:
  • Conference Code: 825118#
  • Materials: CLICK HERE (Slides will be available approximately one hour prior to the start of the call)