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Dividend Analysis: Diageo

I own PM and DEO and I think that you can't go wrong with these. I don't see tobacco and alcohol ever going out of style. I like PM better than MO because I believe that there is more potential with tobacco in places other than the USA. These are well run companies with established top shelf brands that have tremendous value; they make great "forever" stocks for a portfolio. DEO can make the same brands forever with a great profit margin; all they have to do is make sure they keep marketing aggressively to create new customers and keep the competitors from gaining a foothold. One of my other favorites is MCD if you need a good dividend increaser with a durable long term theme. If you like the "vice" investing theme another good place to look now is at some of the gaming stocks. They have been really beaten down hard and gambling, like alcohol and tobacco, isn't going away anytime soon and should become more prevelant as the world economy grows. My favorite stocks in the gaming space are PENN and MPEL. Happy investing.