It's a stock-watcher's cliché to call Altria shares "smoking" -- but don't tell that to Bonnie Herzog. She's a beverage and tobacco analyst at Citigroup, and she says the company formerly known as Philip Morris is, yes, on fire.
Herzog told "Closing Bell" that as Altria sheds more and more of its Kraft Foods subsidary, the loss of blue-boxed macaroni-and-cheese and Oreos cookies is Altria's gain -- permitting the latter to focus on its cigarette business, which includes lucrative brands like proto-feminist-oriented Virginia Slims, budget-conscious Basic and Merit, and Marlboros. The latter is itself a worldwide sales phenomenon: Altria says that in the U.S. alone, for the full-year 2005, four of every ten cigarettes sold had the iconic Marlboro name.