Philip Morris International

PM-N

Analysis and Opinions about PM-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 9, 2012

(A Top Pick June 22/11. Up 42.87%.) 3.3% dividend yield with a projected growth rate of 11% average over the next 3 years. An international operation that has a 10% annual growth rate.

Show full opinionHide full opinion

(A Top Pick June 22/11. Up 42.87%.) 3.3% dividend yield with a projected growth rate of 11% average over the next 3 years. An international operation that has a 10% annual growth rate.

BUY
BUY
June 20, 2012
This is a growthier play in the cigarette market than Altria (MO-N). Major producer of cash. Buying back stock and is paying a good dividend.
Show full opinionHide full opinion
This is a growthier play in the cigarette market than Altria (MO-N). Major producer of cash. Buying back stock and is paying a good dividend.
BUY
BUY
April 19, 2012
Outside of North America, tobacco consumption continues to be pretty strong. Nice dividend. Looking at 10%-11% for long-term growth with the PE of 16. Would try to get in at $85, the 50 day moving average.
Show full opinionHide full opinion
Outside of North America, tobacco consumption continues to be pretty strong. Nice dividend. Looking at 10%-11% for long-term growth with the PE of 16. Would try to get in at $85, the 50 day moving average.
HOLD
HOLD
April 3, 2012
Has been the Mo-Mo stock that won’t stop. There is a lot of money that keeps piling into it. It is over bought right now. Nothing wrong with selling it right now.
Show full opinionHide full opinion
Has been the Mo-Mo stock that won’t stop. There is a lot of money that keeps piling into it. It is over bought right now. Nothing wrong with selling it right now.
BUY WEAKNESS
BUY WEAKNESS
February 23, 2012
Chart shows a strong upward trend from the beginning of 2009. Consumer staples are starting to look a little bit weak. Tried to Buy at around the $75 mark. Good dividend.
Show full opinionHide full opinion
Chart shows a strong upward trend from the beginning of 2009. Consumer staples are starting to look a little bit weak. Tried to Buy at around the $75 mark. Good dividend.
DON'T BUY
DON'T BUY
February 15, 2012
Split in two a while ago. Separate international arm. People smoke more internationally than domestically. He doesn’t invest in cigarette companies. If people are actively working against your investment doing well, then there are better places to go and better opportunities.
Show full opinionHide full opinion
Split in two a while ago. Separate international arm. People smoke more internationally than domestically. He doesn’t invest in cigarette companies. If people are actively working against your investment doing well, then there are better places to go and better opportunities.
BUY
BUY
February 13, 2012
Used to be one company under the name of Altria (MO-N) and split into 2, mostly for litigation purposes. Altria is the US entity and Philip Morris is the international entity and this is where the growth is. Would be happy to own either but would prefer this one because of the international growth.
Show full opinionHide full opinion
Used to be one company under the name of Altria (MO-N) and split into 2, mostly for litigation purposes. Altria is the US entity and Philip Morris is the international entity and this is where the growth is. Would be happy to own either but would prefer this one because of the international growth.
BUY
BUY
December 30, 2011
Done exceptionally well. On a seasonal basis it has a tendency to go higher between now and May. Fundamentals are getting better as cigarette prices have increased. You have a winner, so stick with it.
Show full opinionHide full opinion
Done exceptionally well. On a seasonal basis it has a tendency to go higher between now and May. Fundamentals are getting better as cigarette prices have increased. You have a winner, so stick with it.
COMMENT
COMMENT
December 9, 2011
High dividend yielding stock, which can be a pretty attractive place for investors.
Show full opinionHide full opinion
High dividend yielding stock, which can be a pretty attractive place for investors.
WAIT
WAIT
December 1, 2011
Classic stock that everybody loves today. Conservative, a consumer staple and has a yield. Expensive, but it has a yield and everyone wants to own this kind of stock. You'll probably do fine until interest rates go up. Wouldn’t touch it here because it has been over bought and is at the top end of its channel. He guesses it will come down and then continue up.
Show full opinionHide full opinion
Classic stock that everybody loves today. Conservative, a consumer staple and has a yield. Expensive, but it has a yield and everyone wants to own this kind of stock. You'll probably do fine until interest rates go up. Wouldn’t touch it here because it has been over bought and is at the top end of its channel. He guesses it will come down and then continue up.
BUY
BUY
November 23, 2011
Likes it. Stabilty of income stream and cash flow. Produces ton of cash. Yield is 4.3%.
Show full opinionHide full opinion
Likes it. Stabilty of income stream and cash flow. Produces ton of cash. Yield is 4.3%.
BUY
BUY
October 25, 2011
Unpopular sector but very popular right now. This is a sector where you see money flowing it.
Show full opinionHide full opinion
Unpopular sector but very popular right now. This is a sector where you see money flowing it.
COMMENT
COMMENT
October 14, 2011
Good dividend. Stable business and growing outside of North America. Tough business in many respects. You have to accept the social consequences of owning it. Doesn't see a lot of growth longer-term.
Show full opinionHide full opinion
Good dividend. Stable business and growing outside of North America. Tough business in many respects. You have to accept the social consequences of owning it. Doesn't see a lot of growth longer-term.
DON'T BUY
DON'T BUY
July 22, 2011
He does not like owning companies that kill their customers.
Show full opinionHide full opinion
He does not like owning companies that kill their customers.
TOP PICK
TOP PICK
June 22, 2011
International and in 175 countries. 16% of the market outside of the US. Litigation risk is a little bit lighter on the international market. Gaining traction in the emerging markets. Good double-digit long-term growth. Dividend of 3.8%, which is going to grow.
Show full opinionHide full opinion
International and in 175 countries. 16% of the market outside of the US. Litigation risk is a little bit lighter on the international market. Gaining traction in the emerging markets. Good double-digit long-term growth. Dividend of 3.8%, which is going to grow.
COMMENT
COMMENT
June 15, 2011
Good dividend yield of around 4% and had a pretty good move in price. There are fewer and fewer cigarette sales. Stock has done well because of investors looking for yield and this should work well for quite some time. British American Tobacco (BTI-A) might be a better play as it has a higher dividend and gives you exposure to the British pound.
Show full opinionHide full opinion
Good dividend yield of around 4% and had a pretty good move in price. There are fewer and fewer cigarette sales. Stock has done well because of investors looking for yield and this should work well for quite some time. British American Tobacco (BTI-A) might be a better play as it has a higher dividend and gives you exposure to the British pound.
COMMENT
COMMENT
June 13, 2011
Doesn’t invest in tobacco because of litigation possibilities. Prefers other areas in the consumers’ staples space.
Show full opinionHide full opinion
Doesn’t invest in tobacco because of litigation possibilities. Prefers other areas in the consumers’ staples space.
BUY
BUY
May 12, 2010
International arm for Altria (MO-N) cigarettes. 4.6% dividend and trading at about 14X next year's earnings. Probably fully priced. With organic growth and earnings growth of 10%-12%, this will give you a pretty good return if the multiple stays the same.
Show full opinionHide full opinion
International arm for Altria (MO-N) cigarettes. 4.6% dividend and trading at about 14X next year's earnings. Probably fully priced. With organic growth and earnings growth of 10%-12%, this will give you a pretty good return if the multiple stays the same.
DON'T BUY
DON'T BUY
April 29, 2010
(Market Call Minute.) Not sure you could put a price tag on the regulatory risks that the industry faces.
Show full opinionHide full opinion
(Market Call Minute.) Not sure you could put a price tag on the regulatory risks that the industry faces.
BUY
BUY
April 8, 2010
Fantastic yield at 6.7%. Decent payout ratio at 74%. High cash flow business. From a growth perspective, tobacco companies tend not to screen well but this stock is doing well.
Show full opinionHide full opinion
Fantastic yield at 6.7%. Decent payout ratio at 74%. High cash flow business. From a growth perspective, tobacco companies tend not to screen well but this stock is doing well.
COMMENT
COMMENT
July 27, 2009
Have the best brand in cigarettes globally.
Show full opinionHide full opinion
Have the best brand in cigarettes globally.
COMMENT
COMMENT
July 3, 2009
Tobacco. Prefers Lorillard (LO-N) as they are the most efficient operator. Altria (MO-N) is also attractive. Has been a little bit of overhanging in the sector as the FDA starts to regulate the industry so there is some risk.
Show full opinionHide full opinion
Tobacco. Prefers Lorillard (LO-N) as they are the most efficient operator. Altria (MO-N) is also attractive. Has been a little bit of overhanging in the sector as the FDA starts to regulate the industry so there is some risk.
VAGUE
VAGUE
April 21, 2009
Model price of 42.46. There are stocks with greater upside to model price.
Show full opinionHide full opinion
Model price of 42.46. There are stocks with greater upside to model price.
COMMENT
COMMENT
March 18, 2009
Thinks the dividend is safe. Has growth in the international cigarette market without the same litigation issues as the US.
Show full opinionHide full opinion
Thinks the dividend is safe. Has growth in the international cigarette market without the same litigation issues as the US.
SELL
SELL
February 19, 2009
(Market Call Minute.) Technically not sound. Going through a change in stakeholders.
Show full opinionHide full opinion
(Market Call Minute.) Technically not sound. Going through a change in stakeholders.
COMMENT
COMMENT
May 12, 2008
Split into 2 companies, Altria (MO-N) and Philip Morris International (PM-N). This one has the non-North American assets, which is a strong growth business. If you were going to own one of them, this would be it.
Show full opinionHide full opinion
Split into 2 companies, Altria (MO-N) and Philip Morris International (PM-N). This one has the non-North American assets, which is a strong growth business. If you were going to own one of them, this would be it.
TOP PICK
TOP PICK
April 22, 2008
Cigarettes are a great free cash flow business. The international market is growing and this is the biggest international one. Litigation environment outside of the US is much better. It should be a multiple expansion when people see this as a growing franchise.
Show full opinionHide full opinion
Cigarettes are a great free cash flow business. The international market is growing and this is the biggest international one. Litigation environment outside of the US is much better. It should be a multiple expansion when people see this as a growing franchise.
Showing 61 to 87 of 87 entries