Looks like I have a little capital from my recent ARCP sale to deploy, so I wanted to take this opportunity to research a potential investment for the excess capital. For me, it was a no-brainer figuring out which stock I was going to analyze. Tobacco has a relatively low weight in my portfolio even though the power companies in the industry offer a very attractive yields. With stock prices falling lately, it seemed like a great time to assess my only tobacco holding, Philip Morris (“PM”), to determine if I should re-up my position.