Philip Morris International

PM-N

NYSE:PM

89.64
2.20 (2.52%)
Philip Morris International Inc. is an American global cigarette and tobacco company, with products sold in over 180 countries outside the United States. The most recognized and best selling product of the company is Marlboro.
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Analysis and Opinions about PM-N

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
January 24, 2014

Likes this as a good solid dividend payer. Despite the fact that there is a 3%-4% decline in cigarette consumption on an annual basis, they have done a tremendous job of harvesting their cash flow. Japan had increase the excise tax, which has diminished demand and resulted in an intense price competition internationally. This is a really good entry point. In the last 5 years, their dividend is up 18%. Yield of 4.58%.

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Likes this as a good solid dividend payer. Despite the fact that there is a 3%-4% decline in cigarette consumption on an annual basis, they have done a tremendous job of harvesting their cash flow. Japan had increase the excise tax, which has diminished demand and resulted in an intense price competition internationally. This is a really good entry point. In the last 5 years, their dividend is up 18%. Yield of 4.58%.

BUY
BUY
November 25, 2013

(Market Call Minute) Weakened off and short term outlook has come down but not long term. Take advantage of that.

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(Market Call Minute) Weakened off and short term outlook has come down but not long term. Take advantage of that.

COMMENT
COMMENT
November 8, 2013

Yielding a little over 4%. Earnings and cash flow growth is in the 9% range. Not a cheap stock right now. Cigarette companies have margins that are in the 60%-70% range so they don’t have to grow their revenues to have it flow to the bottom line in profitability. Debt to equity ratio is only at 61% so they can leverage the balance sheet and buy back shares if they want. Prefers companies that increase dividends rather than buying back shares.

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Yielding a little over 4%. Earnings and cash flow growth is in the 9% range. Not a cheap stock right now. Cigarette companies have margins that are in the 60%-70% range so they don’t have to grow their revenues to have it flow to the bottom line in profitability. Debt to equity ratio is only at 61% so they can leverage the balance sheet and buy back shares if they want. Prefers companies that increase dividends rather than buying back shares.

BUY
BUY
October 4, 2013

Has done very well. Really represented a good place to hide. Great distributions through their dividends. Altria (MO-N) is the domestic (US) side of the tobacco play and has much, much more regulatory risks. Growth is decent and the dividend is good.

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Has done very well. Really represented a good place to hide. Great distributions through their dividends. Altria (MO-N) is the domestic (US) side of the tobacco play and has much, much more regulatory risks. Growth is decent and the dividend is good.

BUY WEAKNESS
BUY WEAKNESS
September 19, 2013

Recently sold his holdings because he had had a tremendous return. Tobacco stocks are very defensive and he didn’t want to be that defensive. As interest rates creep higher, the stock essentially rolls over. A better entry point would be around $80.

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Recently sold his holdings because he had had a tremendous return. Tobacco stocks are very defensive and he didn’t want to be that defensive. As interest rates creep higher, the stock essentially rolls over. A better entry point would be around $80.

DON'T BUY
DON'T BUY
September 9, 2013

4% dividend is good, but not great. A few acquisitions were put together. But he does not like the cigarette business. Too many laws working against you and getting worse. There is a trend toward people getting healthier. It has a beta of 1 so it may not be that defensive. Not a lot of growth potential.

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4% dividend is good, but not great. A few acquisitions were put together. But he does not like the cigarette business. Too many laws working against you and getting worse. There is a trend toward people getting healthier. It has a beta of 1 so it may not be that defensive. Not a lot of growth potential.

PAST TOP PICK
PAST TOP PICK
September 4, 2013

(A Top Pick May 2/13. Down 10.99%.) Good Steady Eddie type of company. If the stock got under $80, he would be buying more.

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(A Top Pick May 2/13. Down 10.99%.) Good Steady Eddie type of company. If the stock got under $80, he would be buying more.

VAGUE
VAGUE
May 16, 2013

They've taken their profits so no longer own it. But still likes it.

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They've taken their profits so no longer own it. But still likes it.

TOP PICK
TOP PICK
May 2, 2013

World’s largest, most successful tobacco company. Great free cash flow business. Undervalued. Yield of 3.58%.

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World’s largest, most successful tobacco company. Great free cash flow business. Undervalued. Yield of 3.58%.

BUY
BUY
April 24, 2013

For those who have no ethical concerns, tobacco stocks are great. From a practical point of view, concerns about litigation risks means that the valuations are very, very low. Low valuations coupled with high dividends, attached to the emerging markets, have worked very, very well. His preference would be British-American Tobacco (BTI-N).

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For those who have no ethical concerns, tobacco stocks are great. From a practical point of view, concerns about litigation risks means that the valuations are very, very low. Low valuations coupled with high dividends, attached to the emerging markets, have worked very, very well. His preference would be British-American Tobacco (BTI-N).

BUY
BUY
February 13, 2013

Philip Morris (PM-N) or Anheuser Busch (BUD-N)? If he were picking a sin stock, hands-down it would be tobacco. Because of potential litigation liability attached to it, they are relatively cheap stocks with big, fat dividends. Very tied into the Vietnamese and Indonesian markets and are going to be a big growth story going forward.

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Philip Morris (PM-N) or Anheuser Busch (BUD-N)? If he were picking a sin stock, hands-down it would be tobacco. Because of potential litigation liability attached to it, they are relatively cheap stocks with big, fat dividends. Very tied into the Vietnamese and Indonesian markets and are going to be a big growth story going forward.

BUY
BUY
January 17, 2013

Likes this but doesn’t own at this point because he has rotated out of defensive names and into more cyclicals. Long-term this is great. Good yield of 3.8%.

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Likes this but doesn’t own at this point because he has rotated out of defensive names and into more cyclicals. Long-term this is great. Good yield of 3.8%.

BUY
BUY
December 27, 2012

Tobacco companies have pulled back from their highs. They have very good pricing power as well as great free cash flow. Pay good dividends. You have to weigh these things against regulatory risks, etc. Cheap.

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Tobacco companies have pulled back from their highs. They have very good pricing power as well as great free cash flow. Pay good dividends. You have to weigh these things against regulatory risks, etc. Cheap.

BUY
BUY
November 21, 2012

Tobacco is growing modestly. It has always paid a great dividend. Smoking is more ubiquitous internationally. Nothing wrong with it from a dividend point of view.

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Tobacco is growing modestly. It has always paid a great dividend. Smoking is more ubiquitous internationally. Nothing wrong with it from a dividend point of view.

BUY
BUY
September 13, 2012

International tobacco. Consumption is at least steady and is moving up. Company just raised its dividend 10%. With a yield of 3.77%, it is not bad. Very solid defensive name. Low beta of about .7-.75.

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International tobacco. Consumption is at least steady and is moving up. Company just raised its dividend 10%. With a yield of 3.77%, it is not bad. Very solid defensive name. Low beta of about .7-.75.

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