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Subject:  PM Date:  4/19/2018  11:44 AM
Author:  NajdorfSicilian Number:  2651 of 3782

biggest drop since 2008 on weaker top line sales outside the US, about a $100m miss, stock down massively -17% today. Increased taxes in SA part of the issue.

Fwd PE about 15.6x now, 4.22% yield. 130Bn mkt cap.

PM is Int'l cigs, not US in case you forgot the difference btw it and MO.

FWIW, I think the newer tobacco delivery systems like IQOS, et al, are going to be long-term winners for the industry.

Long PM, BTI.
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