I'll give one stock to hold long (5+ years) and 1 as a shorter term position (>2 years)
Long: MO. Perfect mix to be a compounder's dream with one of the best yields of any conventional vehicle, stable share price, very liquid. Essentially a conservative way to pull in 6%+ annual interest. Excellent management team in place. The constant overhang of lawsuits creates a relatively low valuation (ie the lawsuits are priced in already). They have a huge branding advantage due to their market share.
And don't underestimate the marijuana factor. You don't think they're ready to step in as soon as it gets legalized and dominate that multi billion dollar industry? They already own over 50% of the smokless market and big stakes in alcohol - they've cornered the market on anything addictive. I've owned in for nearly a year now and seen a 30%+ return. (If you want more growth potential PM was spun off and holds all sales outside the US.)
Shorter term play: SIRI. Their FCF is exploding this year, and the ever present buyout from Liberty should give the stock support. They have a monopoly in the satellite radio space. While that doesn't mean much due to the ever growing digital media market, it has driven down content costs by many factors. Also since they no longer compete against XM all their deals with automakers are now on more favorable terms.
They own bandwidth which is always valuable, they have very low fixed costs, and can now maintain their debt load. They have had 3 debt ratings increases just this year and are only a step below investment grade. Also barrier to entry for a SIRI streaming service is nonexistent. They can instantly fire up unsubscribed radios with preview channels. They even hinted at lighting up radios with perhaps 10 ad-supported channels.
In the end its all about content. They have the exclusive content that others do not, and its all wrapped into one service. The stock is obviously more of a risk then MO, but with that explosion of cash they will have plenty of options available for shareholders. The only reason I think its a short term play is because its a technology which could theoretically be obsolete in 2 years.