Opinions
David Fingold
Schweitzer Mauduit Intl Inc
SWM-N
DON'T BUY
Feb 04, 2020
They make cigarette papers, which has little competition now. An intriguing business. But vaping is a threat. It's hard for this business to grow.
$35.380
Stock price when the opinion was issued
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COMMENT
A European name for a long term hold? He would recommend you get exposure to the currency that has good, long term appreciation, which he would say was the Swiss franc. He has a bunch of Swiss stocks listed in his top 10 that you could copy, such as Schweitzer Moduit (SWM-N). Stick with companies that are not too expensive and not too deeply cyclical. He would recommend you get a financial advisor to help you with this or look at a good global fund.
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