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
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.
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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.
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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.
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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.
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(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.
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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.
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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.
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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.
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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.
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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.
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(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.
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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.
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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 76 to 87 of 87 entries