Articles by Timberwolf Equity Research

  • Posted on 12/19/18

    Altria And Philip Morris: The Case For A Marlboro Merger

    This year marked the tenth anniversary of the separation between Altria (MO) and Philip Morris (PM). The de-merger of the Marlboro owner and its international branch . . .

  • Posted on 12/18/18

    Altria And Philip Morris: The Case For A Marlboro Merger

    This year marked the tenth anniversary of the separation between Altria (MO) and Philip Morris (PM). The de-merger of the Marlboro owner and its international branch . . .

  • Posted on 12/3/18

    Altria: A Juul In Its Crown?

    SummaryAccording to the WSJ, Altria is in talks to buy a stake in Juul.The recent address by FDA commissioner Gottlieb has caused upheaval for both the . . .

  • Posted on 5/21/18

    PepsiCo Is The Perfect 3G Target

    I had the pleasure of being interviewed by the SA editorial team some time ago, and one of the questions was about potential candidates for 3G’s . . .

  • Posted on 5/24/17

    Philip Morris: The Quest For A Smokeless Future

    Next year will mark the 10th anniversary of the separation of Philip Morris International (NYSE:PM) from Altria (NYSE:MO). The demerger was designed to insulate Philip Morris . . .