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Darren SissonsPhilip Morris InternationalPMWEAK BUYMar 06, 2014

Everyone is aware of the health concern. Play on Indonesia and Vietnam because they are big smokers there. Prefers BTI-A.

Darren Sissons

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$80.91

Stock price when the opinion was issued

$179.44

As of Jun 17, 2026. Market Open.

tobacco

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RISKY

Raised dividend 9%.

Tentacles in cannabis, but it's not showing on the bottom line yet. Headwinds of society and governments pushing against it more and more, and all that works against sales and revenues. You have to know what you're buying and why; people own this for the yield, not for growth.

Danger is that revenues will shrink, FCF won't be as abundant, and dividend may be in jeopardy. Pay particular attention to the payout ratio, quarter to quarter, and see if it's going up.

DON'T BUY

Is 26% this year, because it's a consistent tobacco play in an uncertain environment. He doesn't invest in tobacco for ethical reasons, and this industry looks bleak.

BUY ON WEAKNESS

Stock performance has performed very well. Tobacco products continue to earn strong profits. Does not own shares. Would recommend buying on weakness. Concern is that products won't be used for the long term, but in the short term - business is strong.

DON'T BUY

He never recommend nor will tobacco stocks.

DON'T BUY

Hard to analyze, because they don't have any balance sheets (which sounds weird). For example PM, with its 5.5% yield, has negative shareholder equity of 10B. If something were to happen to this company, there's no balance sheet to help you. It's a high wire act. These stocks are too risky for him. Try to avoid.

DON'T BUY

A very good company, but he doesn't recommend tobacco stocks.

COMMENT

Hit in last couple of days. 7% yield, growing at 9% a year. Headwinds from an ESG perspective. Very inexpensive at 11x earnings. Steady performer as far as total returns. Have to ask yourself if, over time, institutions are less likely to own it.

DON'T BUY

Tobacco companies have been up and down and sideways. He's not comfortable with this space. Not expensive, but not exciting. On a technical basis, meandering sideways.

DON'T BUY

Cash cow, but how much growth is there? What are its long-term opportunities? Tobacco side of the business is in decline. Vaping, the saviour, now under pressure. Don't be baited by the high dividend. Not a good result if you get the dividend, but stock price declines.

HOLD

There is much controversary around their vaping business. Smoking used to be on the rise in the developing world, but that may be plateauing as well. The dividend is likely safe. You won't make a 10% return per year, but a good holding.

DON'T BUY

Average down? Normally this space is a very strong cash flow generator. Personally, she does not invest in stocks that have been proven to be detrimental to people's health. She would sell and put the money into a sector that has better growth opportunities. (Analysts’ price target is $97.00)

DON'T BUY

Regulatory issues, and growth in e-cigarettes have put the stock under pressure. Beat today, so stock jumped. Have to try to grow with the new trends. Not an area he wants to be in. Nice dividend.

DON'T BUY

The trend in smoking, both domestically and internationally, is on the down trend. He does not own it. Companies are trying to expand their foot print into areas around the tobacco space. There are better dividend payers out there. Yield 6.7%

DON'T BUY

It has a great dividend. The balance sheet has gone no where and the fair market value is 35% below current levels. Very, very expensive. Cigarettes will remain around a long time, but it is not the kind of stock that would let him sleep well at night. It is trading at 82 times book value -- way too risky. Their big share buy back might backfire in that the there may not be enough liquidity to create support in time of trouble.

DON'T BUY

Sector has faced headwinds. What does growth in e-cigarettes mean for growth? Getting a dividend yield of 4-5%. Wouldn't buy here. Likes Molson-Coors better, it's been washed out, 3% dividend, room for growth.

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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

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Darren SissonsPhilip Morris InternationalPMWEAK BUYMar 06, 2014

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