Philip Morris International (PM)

This is a major international tobacco seller. I've done lots of traveling in the developing world and people there smoke like chimneys. There are a lot fewer regulations about advertising cigarettes, selling to kids etc. internationally. Foreign governments have bigger problems on their minds than regulation of the tobacco industry, and no government wants to kill the golden goose of tax revenues. Furthermore, tobacco companies spend a ton of money and effort lobbying (bribing) bureaucrats and developing world politicos are not exactly paragons of integrity.

Demographics and economics are also on the side of this company. The developing and undeveloped world have rapidly growing populations, including vast populations of young people (under 20) who have yet to take up smoking. Secondly, emerging markets have a massive and rapidly growing 'middle class' of people with a small amount of disposable income to spend on simple pleasures like smoking.

Since this company draws it's revenues in foreign currencies but books profits in USD, it's profits will be inflated by the long term decline of the greenback. Don't forget the rock solid balance sheet, juicy dividend, and the fact that the product is addictive.