06-28-2013, 03:17 PM
I agree with you on this call, Kerim. In the other thread I told bobby he wouldn't go wrong with mcd because they serve a never ending stream of good-tasting stuff to hordes of people. Well I think the boys at pm may have them beat. Their stuff is literally addictive -- talk about a loyal and active consumer base! Tobacco companies are more or less printing money, have huge cash flows to work with, and pm is the best of them all in my opinion. Unlike mo, pm still has some growth opportunity in front of it as it expands around the globe. This is definitely one of my top picks as well. So much going for it.