Philip Morris International (PM)

PM will continue the trend started by MO as the best S&P 500 stock ever, but without the baggage of US legal eagles.

Like the company.....like Altria.....this gives me a position in foreign currency and markets.

Income

pays a great divy and they can sell a lot of smoke to China to help with their over population problems.

At 15x trailing earnings, with strong earnings in the past quarter, it is reasonably priced for a company which enjoys a reliable revenue stream and high return on equity, and whose prospects for growth are appealing. PM is well-positioned to capitalize on the increased spending power of consumers in emerging economies, where smoking is more prevalent and socially acceptable than in the U.S. and where cigarettes are highly desirable products, with brand loyalty and, in some cases, the social cachet attaching to imported tobacco products providing the opportunity for high margins.

If you're interested in more analysis, we follow this company on our blog, http://threedollarhedgefund.blogspot.com

Great cash flow, great management, addictive product, huge pricing power, great dollar hedge, buys back tons of shares, pays a great dividend. I wish they would just screw up so i could buy a lot more cheaper.....

Cigarettes are something that no matter how much they put the price up people will still buy, almost without thinking due to their addictive nature.

Recession resistant. Check.
Hedge against the weak dollar. Check.
Raises the dividend every year. Check.
Pays a solid yield right now. Check.

Perfect buy and hold stock.

Great sin stock should leave do gooders wishing they had caught on to the habit of buying this stock. Good returns and nice dividends to boot.

Pulling back today on MO's earnings. But PM is a much better story - more international growth.

This is a good pick to protect yourself from the inflation of the dollar. The dividend is nice too.

This product KILLS.

Never mind that it pays well; has a good dividend; protects against $ devaluation, and, has good management.

I can sleep with that :-)>

Steady cash flow, high dividend, good management, and 100% offshore earnings will protect against dollar crash. Should outperform as market experiences severe correction within the next year or so.

weak dollar play.

A low-risk place to park some cash, earn a high yield and get non-US market exposure.

international hedge against declining dollar. good dividend yield.

the biggest no brainer in the whole market.im so glad people have addictions it gives me a safe place for my money

recession proof product, foreign exposure, nice dividend.

Long-term growth, competitive advantage in product, well managed, good corporate structure. They need to move their headquarters away from the U.S. to get better tax treatment and add the $500 million into dividends. Solid operating cash flow ($7 billion) balance out debt ($11 billion). One more year of stock repurchasing should be good. Bad dollar should be good. If it goes down I'll dollar cost average down.