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| BUY | 47.990 | Gordon Reid | International arm for Altria (MO-N) cigarettes. 4.6% dividend and trading at about 14X next year's earnings. Probably fully priced. With organic growth and earnings growth of 10%-12%, this will give you a pretty good return if the multiple stays the same. | 2010-05-12 | |
| DON'T BUY | 49.580 | Charles Lannon | (Market Call Minute.) Not sure you could put a price tag on the regulatory risks that the industry faces. | 2010-04-29 | |
| BUY | 52.370 | Stan Wong | Fantastic yield at 6.7%. Decent payout ratio at 74%. High cash flow business. From a growth perspective, tobacco companies tend not to screen well but this stock is doing well. | 2010-04-08 | |
| Comment | 46.700 | Mark Grammer | Have the best brand in cigarettes globally. | 2009-07-27 | |
| Comment | 42.940 | Ara Nalbandian | Tobacco. Prefers Lorillard (LO-N) as they are the most efficient operator. Altria (MO-N) is also attractive. Has been a little bit of overhanging in the sector as the FDA starts to regulate the industry so there is some risk. | 2009-07-03 | |
| VAGUE | 36.890 | Brian Acker, CA | Model price of 42.46. There are stocks with greater upside to model price. | 2009-04-21 | |
| Comment | 38.280 | David Abella | Thinks the dividend is safe. Has growth in the international cigarette market without the same litigation issues as the US. | 2009-03-18 | |
| SELL | 35.910 | David Burrows | (Market Call Minute.) Technically not sound. Going through a change in stakeholders. | 2009-02-19 | |
| Comment | 52.470 | Norman Levine | Split into 2 companies, Altria (MO-N) and Philip Morris International (PM-N). This one has the non-North American assets, which is a strong growth business. If you were going to own one of them, this would be it. | 2008-05-12 | |
| TOP PICK | 50.070 | Alex Ruus | Cigarettes are a great free cash flow business. The international market is growing and this is the biggest international one. Litigation environment outside of the US is much better. It should be a multiple expansion when people see this as a growing franchise. | 2008-04-22 |
