Altria Group, Inc. (MO)

johnkernan22 (80.32) Submitted: 9/23/06 8:17 PM : Start Price: $17.04 MO Score: 35.79

A marketing machine. Any company that can continually find ways to grow market share in the most adverse litigation enviornment offers strength against all odds. The spin off of Kraft and their Internatiopnal Tobacco business will drigve the shares to the valuation the combined company deserves. Kraft has the right CEO to make that portion of the portfolio sing. The street has already responded positively to Irene Rosenfelds actions - which at this point have been relatively little - management chaqnges but their long term impact will be huge. The CMO and other moves have put the right people in strong positions. International Tobacco will grow in a more relaxed legal context and the US division can become much like an MLP paying an anuity to the Feds while spinning off cash to shareholders!

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