We're paying $370 to make our own glass of Coca-Cola on this Consumer Goods Edition of Industry

Focus. Greetings fools, I am Sean Riley here at Fool Headquarters in

Alexandria, Virginia. It is Tuesday September 29th, 2015 and with me today is

the legend, wait for it, Dairy, Vincent Chen.

How's it going, Vince?

I'm doing well, Sean.

I was watching how I met your mother reruns last night with my family on Netflix

and I just had to do it.

That explains it.

So we've got a bunch to touch upon today including the much hailed release of the Curate

Cold.

Comcast is buying a theme park, but first first Japan Tobacco Group is buying the

international business of natural American spirit for five billion dollars

from Reynolds America.

Reynolds American. Thank you.

Vince, Reynolds couldn't actually be hurting for cash, so why are they doing this?

Well, actually, the rationale overall, I think, for both these guys, it's a good deal on both ends. You know, on one hand, Japan

tobacco is looking for growth and on the other hand Reynolds American their

debt balance is up quite a bit since funding their acquisition.

So they are hurting for cash and away. So you know there. their debt balance is up to about 18 billion dollars in this recent quarter.

So you know raining in their dividend payout out ratio raining in the debt levels and potentially

allowing them to reinstitute their share buyback program that five billion dollars.

...