Altria Group Inc

MO-N

NYSE:MO

45.14
0.08 (0.18%)
Altria Group, Inc. is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in Henrico County, Virginia.
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Analysis and Opinions about MO-N

Signal
Opinion
Expert
WATCH
WATCH
September 26, 2016

It moved higher and higher and pulled back with the market as a hold. People often don’t want to invest in this. It is very well run. $60 is a good entry point with a long term horizon.

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Altria Group Inc (MO-N)
September 26, 2016

It moved higher and higher and pulled back with the market as a hold. People often don’t want to invest in this. It is very well run. $60 is a good entry point with a long term horizon.

BUY
BUY
April 13, 2016

(Market Call Minute.) He really likes tobacco. They are doing all the right things. This is still very investable.

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Altria Group Inc (MO-N)
April 13, 2016

(Market Call Minute.) He really likes tobacco. They are doing all the right things. This is still very investable.

COMMENT
COMMENT
January 12, 2016

She doesn’t buy cigarette stocks in general because the industry is in a secular decline, even though they generate a lot of cash. This is a very defensive name with a high yield, but you can get that yield in other companies that are in a more positive growth industry.

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Altria Group Inc (MO-N)
January 12, 2016

She doesn’t buy cigarette stocks in general because the industry is in a secular decline, even though they generate a lot of cash. This is a very defensive name with a high yield, but you can get that yield in other companies that are in a more positive growth industry.

BUY
BUY
April 9, 2015

(Market Call Minute) Has been a great cash cow over the years.

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(Market Call Minute) Has been a great cash cow over the years.

BUY
BUY
January 29, 2015

Cigarette company that is the domestic business of PM-N, but MO-N has not done as well. They have a ton of free cash flow and pay a good dividend. They could continue to do well.

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Altria Group Inc (MO-N)
January 29, 2015

Cigarette company that is the domestic business of PM-N, but MO-N has not done as well. They have a ton of free cash flow and pay a good dividend. They could continue to do well.

COMMENT
COMMENT
May 30, 2014

Stock has done extremely well. This is on the back of always having been viewed as a real strong income play, especially in this low interest rate environment. Although there is an uphill battle in terms of regulations and the social stigma of smoking and the numbers are on the decline, what is happening now, after all of these years, is that they have a real growth category which is E-cigarettes. Over the last couple of years their E-cigarettes has tripled and has given people a reason for hope.

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Stock has done extremely well. This is on the back of always having been viewed as a real strong income play, especially in this low interest rate environment. Although there is an uphill battle in terms of regulations and the social stigma of smoking and the numbers are on the decline, what is happening now, after all of these years, is that they have a real growth category which is E-cigarettes. Over the last couple of years their E-cigarettes has tripled and has given people a reason for hope.

WEAK BUY
WEAK BUY
February 27, 2014

These companies throw off tons of cash. Historically, have been great dividend payers with good yields. Couple of headwinds: Contra banned cigarettes and E-cigarettes. There is always the pressure due to health concerns and extra taxation. They will continue to increase dividends, are a good place to be if you don’t have ethical concerns. They are North American, but Phillip Morris is in Asia where smoking is more acceptable.

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Altria Group Inc (MO-N)
February 27, 2014

These companies throw off tons of cash. Historically, have been great dividend payers with good yields. Couple of headwinds: Contra banned cigarettes and E-cigarettes. There is always the pressure due to health concerns and extra taxation. They will continue to increase dividends, are a good place to be if you don’t have ethical concerns. They are North American, but Phillip Morris is in Asia where smoking is more acceptable.

BUY
BUY
December 9, 2013

A best performing stock. Good dividend growth. May come out with their own versions of electronic cigarettes.

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Altria Group Inc (MO-N)
December 9, 2013

A best performing stock. Good dividend growth. May come out with their own versions of electronic cigarettes.

PAST TOP PICK
PAST TOP PICK
October 25, 2013

(A Top Pick July 12/13. Down 0.45%.) Essentially with this you are buying the dividend. Pays out 80% of its EPS. Not a growth company but trades like a bond. Normally you get into this in the summertime and hold it into December.

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Altria Group Inc (MO-N)
October 25, 2013

(A Top Pick July 12/13. Down 0.45%.) Essentially with this you are buying the dividend. Pays out 80% of its EPS. Not a growth company but trades like a bond. Normally you get into this in the summertime and hold it into December.

COMMENT
COMMENT
July 31, 2013

(Best call ever made.) Sometimes, what you don’t own is more important than what you do. In March 1993, he bought shares in Philip Morris (now Altria), the largest tobacco company in the US. Generic products were starting to eat into the business. He bought it at $61. An analyst said that something terrible was going to happen in the industry in order to fight the generic competition. Within a week, he sold his holdings for $64. The next day, the company announced they were cutting the price of their cigarettes by 20% and the stock instantly went down 26%.

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(Best call ever made.) Sometimes, what you don’t own is more important than what you do. In March 1993, he bought shares in Philip Morris (now Altria), the largest tobacco company in the US. Generic products were starting to eat into the business. He bought it at $61. An analyst said that something terrible was going to happen in the industry in order to fight the generic competition. Within a week, he sold his holdings for $64. The next day, the company announced they were cutting the price of their cigarettes by 20% and the stock instantly went down 26%.

TOP PICK
TOP PICK
July 12, 2013

Cash cow that pays a high dividend and tends to do well when the market has a volatile time during the summer period. Last year it didn’t work out very well because it had such a run up coming into the seasonal period. This year we have seen it perform at market just as we are getting to the seasonal period. Dividend 4.78%. Typically outperforms the market from July 19 to December 19.

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Cash cow that pays a high dividend and tends to do well when the market has a volatile time during the summer period. Last year it didn’t work out very well because it had such a run up coming into the seasonal period. This year we have seen it perform at market just as we are getting to the seasonal period. Dividend 4.78%. Typically outperforms the market from July 19 to December 19.

BUY
BUY
May 17, 2013

Thinks there is no better business to be in then tobacco. Margins in the business are fabulous.

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Thinks there is no better business to be in then tobacco. Margins in the business are fabulous.

COMMENT
COMMENT
April 11, 2013

Has made quite a profit. Should she Sell, Trim, etc.? He has disciplines that focus on individual companies. If he has a company that move up from 5% to 7% or 8% of a portfolio, he trims it off to reduce the holdings. This company is a pretty standard grower as people are not going to stop smoking. Pays a great dividend.

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Altria Group Inc (MO-N)
April 11, 2013

Has made quite a profit. Should she Sell, Trim, etc.? He has disciplines that focus on individual companies. If he has a company that move up from 5% to 7% or 8% of a portfolio, he trims it off to reduce the holdings. This company is a pretty standard grower as people are not going to stop smoking. Pays a great dividend.

BUY
BUY
October 11, 2012

(Market Call Minute) Pulled back and he could own it.

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Altria Group Inc (MO-N)
October 11, 2012

(Market Call Minute) Pulled back and he could own it.

HOLD
HOLD
October 2, 2012

(Market Call Minute.) Great international growth. A little bit extended right now. Good dividend yield and slow growth play.

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Altria Group Inc (MO-N)
October 2, 2012

(Market Call Minute.) Great international growth. A little bit extended right now. Good dividend yield and slow growth play.

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