At the end of each Talking Numbers segment, we ask you what stocks you'd like us to analyze. We received an interesting response via Twitter from @Plunky93 suggesting we look at tobacco company Lorillard.
Lorillard shares are up more than 10% over the last three months but up only slightly more than 4% for the last twelve months. Over the last five years, shares rose more than 86% and had an dividend yield of 5.4%.
Lorillard was the first major tobacco company to jump into the $2 billion electronic cigarette ("e-cigs") business, acquiring blu ecig last year for $135 million. That's chump change for a company with over $2 billion in cash, $6.7 billion in revenue, and $1.2 billion in profits over the last four reported quarters.
Competition in this new revenue source is heating up, though. Jumping in the e-cig market this week is Altria, a company four times the size of Lorillard. Altria plans on launching their in-house developed MarkTen in two months.
Though there's much hype about e-cigs, should that be enough to make investors excited about buying into a first-mover like Lorillard?
We asked Jeff Tomasulo, Managing Partner at Belpointe Alternative Investments, and Talking Numbers contributor Steve Cortes, Founder of Veracruz TJM, to take a look at Lorillard and whether they think its stock will light up or burn a hole in your pocket.
To hear analysis on Lorillard by Tomasulo and Cortes, watch the video above.
Thanks to @Plunky93 for the suggestion and please feel free to submit a stock you want us to look at via Twitter, Facebook, or email: TalkingNumbers@CNBC.com