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Author: TMFCrow Big red star, 1000 posts CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 89  
Subject: First Stock Trak Pitch Date: 7/15/2008 12:25 PM
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Recommendations: 6
My Stock Track presentation doesn't lend itself to easy posting on this board. I've converted to a JPG format for your viewing pleasure:
http://lh3.ggpht.com/thrlskr/SHzLhjI4rPI/AAAAAAAAAM8/dnbROtE...

For those of you not inclined to click on the above link here is a synopsis:

Philip Morris International NYSE:PM

#1 or 2 Brand in most of it’s Markets.
16% World Tobacco MKT Share
$13.0 billion Share Repurchase by May 1, 2010
>10% Income Growth on Flat to Declining Volume
3.48% Dividend Yield expected to grow with net income
Shareholder friendly spinoff. Former Altria CEO Louis Camillerri left Altria do join Philip Morris International
Insiders buying at below $50

Business Risks
Generics make consumers price focused changing industry structure.
Litigation/Regulation in European Union or other markets could destroy value or make expansion into new profit markets too expensive.
Inability to replace dying smokers with new smokers.

Valuation: >$60
Recommendation: Buy <$50
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