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  • The Long-Term Durable Competitive Advantage Of Philip Morris [View article]
    Very like-minded thoughts... I'm very pleased also to see an aspect on BTI, there isn't few articles on outside-of-US-based corporations to be frank.
    Aug 21, 2012. 06:07 PM | Likes Like |Link to Comment
  • Don't Get Paid In Euros - Sell Philip Morris [View article]
    Having suggested Philip Morris ought to be shorted, you Sir, are very wrong as I see it. For starters just take a closer look at how well they have been doing in Asia for quite a while (approximately +30 % increase in demand AFAIK), not to mention the methodology used to eradicate the local competition by (temporarily) decreasing the prices of the well-known tobacco brands they own, and gradually take over or at least gain a proportionate market share. On top of everything, Philip Morris owns two brands of the top three in the entire tobacco industry: Marlboro and Luminous & Mark known as L&M. The other one belongs to British American Tobacco - Lucky Strike, that is.

    I respect your opinion, however, I have to point out this article is everything but convincing as there is no reasonable evidence as to why I or as a matter of the fact anyone should choose to sell this prosperous, if not the greatest company in this industry. I take your point that decreased EUR poses a risk for PM due to Europe accounting for a large market share, nonetheless, I believe it is yet of no significant importance. The bottom line is, tobacco industry is amongst the highest dividend-paying, revenue-enlarging, and most importantly, stable sector, which I myself am very fond of frankly.
    Jul 10, 2012. 10:58 PM | 6 Likes Like |Link to Comment