altria has diversified. >> why u.s. -- why focus on the u.s.ket when there's a ban on menthol cigarettes, when you go to phillip morris and do international tobacco? >> and i think you can see, there's real divergence between the performance of these stocks and bti has been a joke. bti has been a joke for years and that's part of this story. >> so, it's a giant writedown, but an academic exercise. the stock was down something way less than that, because the writing has been on the wall for a long time. i don't know what made this trigger this, i guess they get a good tax deduction, a big charge. i don't know, but it seems like this was sort of happening anyway. >>> coming up, we are honing in on the consumer, as walmart's ceo gives us a look into how they're faring and what they're seeing from shoppers ahead of the holidays. details next. >>> and your favorite game on "fast money." >> we love that. >> you know what it is. trade it or fade it? the bounces from some beaten down names. how the traders are choosing, when "fast money" returns. >>> m