Summer Sale
50% off Premium Yearly
00days
00hrs
00mins
00secs
Opinions Paul Harris, CFA
Philip Morris InternationalPMCOMMENTMar 24, 2016
$97.57
Stock price when the opinion was issued
$179.44
As of Jun 17, 2026. Market Open.
tobacco
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
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.
tobacco
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.
tobacco
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)
tobacco
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.
tobacco
A cigarette company and has done very well. This was a split with Altria Group (MO-N) being the North American side and this being the International side. They throw up tons of free cash flow and have a great yield. The International has less restrictions. Incredibly well run. Dividend yield of 4.18%.