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Altria (MO) – Still My Highest-Rated Stock
#11
Kerim,
thanks for the input.
I should probably do that exercise and check for overlapp with BRK.B and KO, AAPL etc.

I no longer see BUD as a high conviction stock for a long term investment. Interactivebrokers takes 30% tax on BUD's dividends away, so the dividend is less attractive. I think to "downgrade" BUD from a dividend stock to a trading stock and give it away for a good price.
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