I've been on the phone the last week and a half with several buy and sell-side Wall Street and City (London) analysts and investors to get an understanding why ABI's stock is down nearly 40% in a roaring economy and agreeable demographics in their largest profit market, the U.S. And then they cut their dividend because they still owe about $100+ billion from the purchase of SABMiller, which means their balance sheet is constricted from making another major purchase unless they can generate organic cash flow growth from the assets they already own, particularly in their largest profit pool, North America.