Browse by ▼

Philip Morris International

  • Top 3 Dividend Growers

    By Federico Zaldua - June 18, 2013 | Tickers: KKR, MAT, PM

    I like firms that have a history of rewarding shareholders through cash dividend payments in addition to having an attractive price appreciation potential. Given the S&P 500's 2.1% average dividend yield, I focused on companies that offer yields above 3%. Besides this, the three companies below offer the following characteristics:

    • Positive free cash flow (FCF) per share
    • Positive one-year sales growth
    • Sales coverage ratio of at least more »

  • E-cigarettes vs. Tobacco: Where Should You Invest?

    By Marina Avilkina - June 18, 2013 | Tickers: MO, PM, RAI

    Currently, the tobacco industry is in decline because cigarette consumption decreases by around 3% annually. The main reason for that is a growing awareness of the harmful health effects of smoking cigarettes. As a result, total cigarette consumption has continued on a 13-year downward trend. That is why the market for e-cigarettes might be considered the next growth play for the cigarette producers as the chart below suggests.  

    Source: Statistic more »

  • A 5% Yield and a Great Value

    By Chad Henage - June 17, 2013 | Tickers: MO, LO, PM, RAI

    If I told you that I know a company with a 5% yield and that analysts expect EPS growth of about 9.6%, would you be interested? How about if I also told you that this same stock sells for a forward P/E of under 14? Now, let’s see if you are still interested when I give you the name: Lorillard (NYSE: LO). That’s about what I more »

  • 4 Reasons To Buy, But There Is Still One Problem

    By Chad Henage - June 17, 2013 | Tickers: MO, LO, PM, RAI | Editor's Choice

    Sometimes doing well in the stock market is less about finding a good company, and more about realizing that there might be someone better. A great example of this at work, is Reynolds American (NYSE: RAI) seems like a great opportunity until you realize this is not the only option in the tobacco industry. In fact, looking at the company’s recent earnings, investors could logically assume that Reynolds American more »

  • Tobacco Investment Is Good for the Long Run, and for Income

    By Anh HOANG - June 14, 2013 | Tickers: MO, BTI, PM

    When investors think of Philip Morris International (NYSE: PM), they probably think of a fast growing emerging market tobacco giant which has been paying a consistently growing dividend since it was spun off from Altria (NYSE: MO). Its dividend per share rose from $1.54 in 2008 to $3.24 in 2012. Recently, Philip Morris declared a quarterly dividend of $0.85, bringing the forward annualized dividend to $3.40 more »

  • Analysts Are Expecting Too Much

    By Chad Henage - June 13, 2013 | Tickers: MO, LO, PM, RAI

    Being a stock analyst has to be one of the hardest jobs in the world.

    When companies match your estimates, in large part the stock market yawns in response. When companies miss estimates, you get chided for being wrong. If a company beats estimates, you get in trouble for not knowing the company would do better. That being said, in the case of Philip Morris International (NYSE: PM), analysts have more »

  • The 3 Best Dividend Stocks Right Now

    By Chris Johnson - June 10, 2013 | Tickers: MMM, KO, PM

    The word “dividend” has always ignited above-average interest in the majority of investors searching for long-term stocks that pay out a fixed rate of income. This mixture of dividend stocks, most of which are listed on the Dow Jones Industrial Average, are appealing, but how can you tell the best dividend stocks apart from the merely good ones?

    Surely, a dividend is always a nice additional incentive on top of more »

  • Tobacco Sales do not Seem to be Slowing Down

    By Rupert Hargreaves - June 5, 2013 | Tickers: MO, LO, PM, RAI

    Any investors who own tobacco stocks will have taken part in a debate about whether or not the global tobacco industry is in decline. This argument is brought up nearly every time I mention big tobacco as an investment, although there is very little evidence to support this conclusion.

    I am not a smoker, but I am an investor who likes to make money, and one of the best sectors more »

  • Billionaire Jim Simons and Insiders Are Bullish on These Stocks

    By Meena Krishnamsetty - June 5, 2013 | Tickers: HFC, MJN, PEP, PM, WFM

    We track quarterly 13F filings from hundreds of hedge funds including Renaissance Technologies, the large and highly successful hedge fund which has made its founder Jim Simons a multi-billionaire (see Renaissance's filings over time).

    One use of these filings is in developing investment strategies; we have found, for example, that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per more »

  • Turn To Tobacco Companies for Great Yield

    By Daniel Paterson - May 29, 2013 | Tickers: MO, BTI, PM

    Every portfolio, whether it is retirement or individual, needs to incorporate an income component. By having a few companies in your portfolio that have great yields, you are essentially locking in gains equal to the dividend yield. The best way to accumulate wealth is to simply reinvest the dividends of some of these income stocks and let them run. Tobacco companies in particular offer great yield. Let us take a more »

  • Sinful Stocks for a Secure Portfolio

    By Nathaniel Matherson - May 28, 2013 | Tickers: DEO, LTD, PM

    With so much economic and market uncertainty in the years ahead, adding some portfolio security may be just the move your portfolio needs. 

    I have long been a fan of portfolios exposed to the sinful sectors, such as tobacco, alcohol, and gambling, as these industries tend to perform well through times of turbulence. Are people going to stop smoking, drinking, or gambling when the Federal Reserve stops its quantitative easing more »

  • 3 Emerging Tobacco Ideas

    By Reuben Brewer - May 23, 2013 | Tickers: ITYBY.PK, PM

    BlackRock's chief investment strategist believes that the market is starting to rotate out of typically defensive sectors and into more cyclical industries. To find a few investment ideas, I took a look at BlackRock Global Dividend Income Fund. While I was looking for cyclical names, I was surprised to come away with a list of tobacco companies.

    Not What I Expected

    Although BlackRock's Russ Koesterich, the company's more »

  • Goldman's Dividend Picks

    By Timothy Green - May 23, 2013 | Tickers: T, PM, WU

    Recently Goldman Sachs issued a note that contained an extremely bullish prediction for the S&P 500 over the next couple of years:

    We are raising our S&P 500 dividend estimates and index return forecasts for 2013 through 2015. We expect S&P 500 index will rise by 5% from the current level to 1,750 by year-end 2013, advance by 9% to 1,900 in 2014, and climb more »

  • Adage Capital's Top Five Picks

    By Marshall Hargrave - May 22, 2013 | Tickers: AAPL, XOM, GE, HON, PM

    Adage Capital recently revealed its public-equity portfolio in its quarterly filing with the SEC. Phil Gross and Robert Atchinson founded Adage in 2001. The investment firm has grown to now have some $29 billion in assets under management. Outlined below are Adage's five-largest holdings, which happen to all be well-known large-cap stocks (check out all of Adage's stocks).

    Apple (NASDAQ: AAPL) remained the fund's number-one stock holding more »

  • 3 Tobacco Companies And Their Issues Ahead

    By Vanina Egea - May 21, 2013 | Tickers: BTI, PM, RAI

    The tobacco industry is facing tough times as global demand of cigarettes has declined due to anti-tobacco campaigns, price increases, and an unfavorable excise tax environment.

    Furthermore, strict anti-smoking government regulations all around the world, diminishing social acceptance of smoking, higher manufacturing costs, and increased expenses in sales, marketing, and distribution will keep eroding profitability.

    Let’s see how three tobacco companies are facing the situation.

    Philip Morris International: Leading more »

  • Should Big Tobacco Have a Place in Your Portfolio?

    By Victor Selva - May 21, 2013 | Tickers: MO, BTI, PM

    Although smoking seems old fashioned for many, big tobacco companies still seem poised to grow. Altria (NYSE: MO), Philip Morris (NYSE: PM) and British American Tobacco (NYSEMKT: BTI) offer compelling growth prospects, generating a buy consensus among analysts.

    A company with a solid market position 

    With an industry-leading consensus annual growth rate of 11.23% expected over the next five years, Philip Morris stands as an interesting investment opportunity. Its more »

  • Tobacco Industry: A Healthy Investment?

    By Daniel Murray - May 17, 2013 | Tickers: MO, XLP, PM, VDC

    For all the negative publicity, hefty legal settlements, and push to get people to stop using its products, one would think the tobacco industry should be avoided.

    But if your conscience allows you to own the stock of a company that produces cigarettes and other tobacco products, you may be surprised at the returns you receive.

    Consider the two biggest names in the industry: Altria Group (NYSE: MO) and Philip more »

  • Safety In Tobacco

    By Ryan Gilbert - May 14, 2013 | Tickers: PM, UVV

    With tough legislation and changes in domestic trends, many U.S. tobacco companies are struggling Investing in the best global tobacco companies provides the safest and most profitable way to protect your portfolio against a pullback in our bull market, should the need arise.

    Universal Corporation

    Universal Corporation (NYSE: UVV) is a global and diversified option. The tobacco merchant and processor is a global contender in the tobacco industry. As more »

  • Insiders Are Buying These Stocks Right Now

    By Meena Krishnamsetty - May 14, 2013 | Tickers: LOGI, NEM, NS, PM, BA

    Economic theory suggests that it is rational to diversify one’s wealth, and one application of this theory is that company insiders should not buy their employer's stock unless the expected gains are high enough and there's enough confidence to offset this incentive. Studies show a small amount of outperformance by stocks bought by insiders. We provide brief coverage of insider purchases so that investors can decide whether more »

  • Three Tobacco Stocks For Attractive Dividends

    By Ishtiaq Ahmed - May 14, 2013 | Tickers: PM, RAI, UVV

    The tobacco industry is characterized by stable revenue growth and impressive cash flows. Most of the companies operating in the industry are mature and generate substantial cash flows. As a result, a large chunk of these cash flows is distributed among shareholders. The tobacco industry has some of the best dividend payers in the market, and investors choose these stocks due to the stability of dividends. These stocks provide stable more »

  • Page 1 of 10