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Ali imate v svojem portfelju tobačne delnice?

V svojem portfelju imam delnice $BTI in $MO. Pozicijo ohranjam v enakem obsegu, vendar že nekaj časa nisem pretirano kupoval in tega ne nameravam storiti. Ti podjetji izplačujeta zelo solidne dividende. Vendar me začenja skrbeti prihodnost tega sektorja.

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