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No. of Recommendations: 3
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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No. of Recommendations: 2
WSJ is giving 5.1% yield, probably the 4.2% was as of yesterday. FYI.
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