Philip Morris International

  • A Portfolio of Dividend Stars

    By Ryan Peckyno - August 16, 2013 | Tickers: BP, DRI, INTC, PM

    Over the past couple of months, investors who chased yield have gotten crushed by the market. But with the 10-year Treasury rate below 2%, who can really blame them? We all have that urge to chase large payouts. Still, dividend chasers need to consider several factors when evaluating a company for their portfolio. 

    One major factor to consider is why the stock has a high yield, particularly if the yield more »

  • A Safe Way to Play Emerging Market Growth

    By Justin Carley - August 15, 2013 | Tickers: ABT, EEM, MJN, PM

    The benefits to investing in emerging markets have become well known during the last decade. The pros include better long-term growth and diversification form a portfolio standpoint. The cons are big losses during both cyclical and secular bear markets along with much higher volatility over the cycle. Investors often face this difficult tug-of-war when evaluating whether to invest in emerging markets, and if so, how much. A better alternative might more »

  • This Tobacco Company Offers Great Value

    By Adrian Campos - August 5, 2013 | Tickers: BTI, PM, RAI

    Philip Morris International (NYSE: PM) had a tough second quarter, mainly due to adverse currency fluctuations. Gross revenue, after accounting for excise taxes, came in at $7.917 billion, missing the $8.17 billion consensus by a wide margin. But with almost 29% of global market share excluding the U.S. and China, and significant exposure to emerging economies where there is an increasing population of smokers, the owner of more »

  • 1 Potential Buy in a Declining Industry

    By Usman Ghani - August 5, 2013 | Tickers: MO, PM, UVV

    The cigarette industry is controversial in terms of the impact it has on the health of the general public. Everybody is aware of the harmful effects of cigarettes, but do we know why? Activism by public health groups has gained exponential growth in the recent years and now we have doctors, television personalities, and other opinion makers educating about the harmful effects of cigarettes.

    What does this mean for well-known more »

  • Sky-High Dividends for a Faltering Industry: Does Tobacco Still Have Potential?

    By Awais Malik - August 5, 2013 | Tickers: MO, LO, PM

    Cigarettes are addictive by nature and are the leading cause of preventable illness and death in the USA. If an investor’s perspective is not clouded by the moral stigma attached with smoking, he now faces a more pertinent question – with smoking rates declining in the USA, is it risky to bet on cigarette stocks? Tax increases, smoking bans and health concerns have made the cigarette business tougher. At the more »

  • Philip Morris or Altria?

    By Rupert Hargreaves - July 31, 2013 | Tickers: MO, PM, UVV

    Before the announcement of second-quarter results, Philip Morris International (NYSE: PM) always had the edge over former parent company Altria (NYSE: MO). However, Philip Morris' poor second quarter highlights how the company is struggling to grow worldwide with many different factors pulling the company down, such as the strong US dollar, excise taxes rising faster than sales and competition.

    Altria, on the other hand, is still growing thanks to the more »

  • A Strong Dollar Shouldn't Scare You Away From These Stocks

    By Justin Pope - July 30, 2013 | Tickers: AFL, KO, PM

    You may have read in the news lately about the US dollar being "strong." When the US dollar is strong, it has favorable exchange rates on foreign currencies. We will examine how the rising value of the dollar has impacted certain stocks, resulting in some possible buying opportunities.

    Some companies are based in the United States, but do a lot of international business. When it comes time to submit earnings more »

  • EU Cigarette Crackdown, Good and Bad for Tobacco Stocks

    By Reuben Brewer - July 25, 2013 | Tickers: BTI, ITYBY.PK, PM

    The European Parliament recently approved new rules for menthol and flavored cigarettes, electronic cigarettes, and slim cigarettes. Although the rules aren't law yet, they are indicative of the trend in Europe. British American Tobacco (NYSEMKT: BTI) and Philip Morris International (NYSE: PM) will feel a pinch, but Imperial Tobacco Group (NASDAQOTH: ITYBY.PK) could feel a real squeeze if the trend continues.

    Diversified Giant

    British American has a material presence more »

  • More Headwinds for This Tobacco Master

    By Waqar Saif - July 24, 2013 | Tickers: BTI, PM, VGR

    On July 18, the world’s largest publicly-traded tobacco company, Philip Morris International (NYSE: PM), reported its earnings for the second quarter. The company missed its earnings’ estimates by $0.11, mainly due to currency fluctuations.

    With the tobacco industry facing an uncertain future, the question is: What is in store for Philip Morris?

    Quarterly earnings

    In its second quarter, Philip Morris posted earnings of $2.12 billion, or $1 more »

  • This Global Tobacco Business is a Long Term Buy

    By Anh HOANG - July 24, 2013 | Tickers: MO, BTI, PM

    Shareholders of Philip Morris International (NYSE: PM) are not happy with its poor returns since the beginning of the year. The company’s share price has risen only 7.10%, much lower than the S&P 500’s gain of 18.70%. Recently, the company also reported sluggish second quarter earnings results. But does that mean it's a good time to buy Philip Morris? Let’s find out.

    Sluggish more »

  • Tobacco Companies Might Interest You

    By Zain Raza - July 23, 2013 | Tickers: BTI, ITYBY.PK, PM

    Philip Morris International (NYSE: PM), British American Tobacco (ADR) (NYSEMKT: BTI) and Imperial Tobacco (ADR) (NASDAQOTH: ITYBY.PK) are the leading cigarette and tobacco-product manufacturers in the world. In the last quarter, the enforcement of stringent laws restricting cigarette endorsement together with lagging demand due to weak economic conditions pulled down the revenue for major tobacco producers. Amid this difficult business cycle, in the following article we will analyze how British more »

  • Tobacco Can Mean Big Returns, But Wait for a Better Entry

    By Matthew Frankel - July 22, 2013 | Tickers: MO, LO, PM, RAI

    The tobacco companies have always been excellent dividend payers, but after a rapid gain like the one just experienced in the market, it becomes more important to figure out whether or not your favorite dividend stocks are worth getting into. My “big three” of tobacco stocks, Altria Group (NYSE: MO), Lorillard (NYSE: LO), and Reynolds American (NYSE: RAI), for instance, have popped by around 8% in the past month alone more »

  • Is Philip Morris' Only Problem the Strong US Dollar?

    By Rupert Hargreaves - July 22, 2013 | Tickers: MO, LO, PM

    Philip Morris International's (NYSE: PM) second-quarter results were a mixed bag. The EPS came in below estimates but this was almost expected considering the company's exposure to currency fluctuations. Indeed, with almost all of Philip Morris' revenue coming from outside of the US but the company reporting in dollars, dollar strength was bound to hit earnings. Still, after excluding the currency effects, earnings per share were up $0 more »

  • David Winters’ Wintergreen Advisors’ Top Stock Picks

    By Meena Krishnamsetty - July 22, 2013 | Tickers: CNQ, BEN, PM, RAI

    At Insider Monkey, we track quarterly 13F filings from hundreds of hedge funds, including David Winters’ Wintergreen Advisors, as part of our work developing investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year).

    While the information in these filings is a bit old (the most recent ones are from the end more »

  • Should You Invest in International or Domestic Tobacco Stocks?

    By Leo Sun - July 19, 2013 | Tickers: MO, LO, PM

    Philip Morris International (NYSE: PM), the second largest tobacco company in the world, recently stumbled after reporting second quarter earnings that came in below analyst estimates. The international maker of Marlboro cigarettes, which is often vilified for its heavy-handed presence in developing nations, blamed lower global demand and unfavorable exchange rates for the slowdown in its top and bottom-line growth.

    Second quarter earnings were a drag

    For the second quarter more »

  • A Tiny Tobacco Company Earning Big Profits

    By Rupert Hargreaves - July 18, 2013 | Tickers: MO, PM, UVV

    Historically, defensive and high yield cigarette companies, such as Altria (NYSE: MO), Philip Morris International (NYSE: PM), Lorillard, and Reynolds American are currently looking slightly overbought as their yields and valuations reach five year highs. Indeed, despite the sell-off in the rest of the high yield sector, these companies have continued to outperform. That said, there is one company that is yet to catch up; tobacco grower and distributor Universal more »

  • How to Play the Tobacco Industry

    By Piyush Arora - July 16, 2013 | Tickers: MO, PM, RAI

    I admire tobacco companies. Despite nasty looking warnings on tobacco products, consumers find a reason to consume these items. And despite their minimal marketing campaigns, these companies find loyal customers to retain their growth momentum. This ensures a stable top line and the rising population presents steady growth potential. But when it comes to hand picking tobacco stocks, which companies should make it to your list?

    Why not Philip Morris more »

  • Looking for Cheap Money? You Could Be Looking in the Wrong Place

    By Jason Hall - July 16, 2013 | Tickers: MO, AGNC, AGNCP, NLY, PM | Editor's Choice

    Many investors are looking for high income-paying stocks that also offer a level of capital protection. I recently ran a screener to try and identify a handful of worthwhile candidates. This is exactly the kind of search that, say a retiree could be doing; looking for dividend payers but also protection against loss of capital. I ran a screener based on the following three criteria:

  • Which Tobacco Company Offers the Best Returns?

    By Rupert Hargreaves - July 11, 2013 | Tickers: MO, LO, PM, RAI

    Tobacco companies are well known for their free cash flows, which allow them to return large amounts of cash to investors through stock repurchase programs and dividends. However, with each company providing equally impressive returns, which offers investors the most by way of cash returns?

    Altria (NYSE: MO) does not offer much in the way of stock repurchases but the company offers a dividend yield of around 5%. On the more »

  • Beware the Strong U.S. Dollar

    By Rupert Hargreaves - July 9, 2013 | Tickers: MMM, MCD, PM

    The DXY -- the index that measures the U.S. dollar against a basket of currencies -- has been rising since the beginning of 2011 and is on track to make multi-year highs again sometime this year:

    Over a three period average with a moving average placed over the top, the trend becomes clearer.

     

    How does the strong dollar affect earnings? 

    Throughout 2012, the U.S. dollar was strong as the euro more »

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