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.

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(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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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%.
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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.
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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.
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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.
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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.
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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.
Showing 61 to 75 of 87 entries