Altria Group Inc

MO-N

NYSE:MO

45.17
0.48 (1.05%)
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
PAST TOP PICK
PAST TOP PICK
September 13, 2012

(A Top Pick Oct 19/11. Up 29.8%.) Even though tobacco consumption rates are declining, the litigation area is also declining. They have a lot of ability to raise prices. Strong dividend yield of 5.2%. Expects this to grow by 6% per year over the next 3 years. Very low beta.

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Altria Group Inc (MO-N)
September 13, 2012

(A Top Pick Oct 19/11. Up 29.8%.) Even though tobacco consumption rates are declining, the litigation area is also declining. They have a lot of ability to raise prices. Strong dividend yield of 5.2%. Expects this to grow by 6% per year over the next 3 years. Very low beta.

HOLD
HOLD
August 22, 2012

This represents a defensive type of stock. Cigarettes have been challenged from an ethical standpoint for many years and people had expected a bigger impact on the price of the company. Nothing is going to change on the fundamentals for the next while. 4.8% dividend.

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Altria Group Inc (MO-N)
August 22, 2012

This represents a defensive type of stock. Cigarettes have been challenged from an ethical standpoint for many years and people had expected a bigger impact on the price of the company. Nothing is going to change on the fundamentals for the next while. 4.8% dividend.

COMMENT
COMMENT
August 16, 2012

He does not like investing in companies that kill people directly. As an investment, he is amazed at how well cigarette companies can continue to do. The company is constantly profitable and has lawsuits all the time in many different countries yet they somehow manage to pay them and move on. Nice dividend payer. BV of about $2. If you strip out the goodwill, you end up with negative BV.

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Altria Group Inc (MO-N)
August 16, 2012

He does not like investing in companies that kill people directly. As an investment, he is amazed at how well cigarette companies can continue to do. The company is constantly profitable and has lawsuits all the time in many different countries yet they somehow manage to pay them and move on. Nice dividend payer. BV of about $2. If you strip out the goodwill, you end up with negative BV.

DON'T BUY
DON'T BUY
January 11, 2012
Successful story through 2010 and 2011. The old Philip Morris. Fine dividend. But less growth that Phillip Morris International and so he would prefer that.
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Altria Group Inc (MO-N)
January 11, 2012
Successful story through 2010 and 2011. The old Philip Morris. Fine dividend. But less growth that Phillip Morris International and so he would prefer that.
COMMENT
COMMENT
December 14, 2011
This or Philip Morris (PM-N)? The old Philip Morris split itself into 2 parts including Altria, the US part and Philip Morris international, which is outside of the US. Dividend is higher in Altria but growth potential is less. Altria is currently outperforming because of its dividend, but at some point, that will change.
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Altria Group Inc (MO-N)
December 14, 2011
This or Philip Morris (PM-N)? The old Philip Morris split itself into 2 parts including Altria, the US part and Philip Morris international, which is outside of the US. Dividend is higher in Altria but growth potential is less. Altria is currently outperforming because of its dividend, but at some point, that will change.
DON'T BUY
DON'T BUY
October 24, 2011
Domestic half of business. He prefers international (PM) side of the operation. NA smoking habits are on the decline. They are trying to hook young Chinese. He doesn’t invest in these because of the moral decision.
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Altria Group Inc (MO-N)
October 24, 2011
Domestic half of business. He prefers international (PM) side of the operation. NA smoking habits are on the decline. They are trying to hook young Chinese. He doesn’t invest in these because of the moral decision.
TOP PICK
TOP PICK
October 19, 2011
Cigarettes, 50% of market share. Can benefit from the improved litigation environment. Growth is not bad. 7% year over year growth and good dividend. His clients don’t stop him buying it for them just because it is cigarettes.
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Altria Group Inc (MO-N)
October 19, 2011
Cigarettes, 50% of market share. Can benefit from the improved litigation environment. Growth is not bad. 7% year over year growth and good dividend. His clients don’t stop him buying it for them just because it is cigarettes.
BUY
BUY
June 22, 2011
The whole tobacco cluster has done extremely well. It has growth, payout and sustainability. Loves the tobacco industry.
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The whole tobacco cluster has done extremely well. It has growth, payout and sustainability. Loves the tobacco industry.
BUY
BUY
June 22, 2011
Likes this one. You get a very attractive dividend of 5.6% and probably a rising dividend over the next several years. Trading at a 13X PE with a decent growth rate. (See Top Picks.)
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Likes this one. You get a very attractive dividend of 5.6% and probably a rising dividend over the next several years. Trading at a 13X PE with a decent growth rate. (See Top Picks.)
Stan Wong

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Price
$27.180
Owned
Unknown
HOLD
HOLD
October 15, 2010
Well run with sound management. They consistently reward their investors. Hold onto a small position for the dividend.
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Altria Group Inc (MO-N)
October 15, 2010
Well run with sound management. They consistently reward their investors. Hold onto a small position for the dividend.
BUY
BUY
August 26, 2010
(Market Call Minute.) A great company. If you're comfortable with cigarettes and has a great yield. Good margins.
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Altria Group Inc (MO-N)
August 26, 2010
(Market Call Minute.) A great company. If you're comfortable with cigarettes and has a great yield. Good margins.
BUY
BUY
June 24, 2010
Incredibly well run company. Quite cheap at the present time. Great yield at over 7%. Very low capital expenditures. Tons of free cash flow. Growing internationally. You have to deal with the issue that if this is a tobacco company.
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Incredibly well run company. Quite cheap at the present time. Great yield at over 7%. Very low capital expenditures. Tons of free cash flow. Growing internationally. You have to deal with the issue that if this is a tobacco company.
BUY
BUY
February 4, 2010
Nice company to own if you are looking for a consistent and stable yield. Yielding almost 7%. Payout ratio is not too exorbitant so dividend should be safe.
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Altria Group Inc (MO-N)
February 4, 2010
Nice company to own if you are looking for a consistent and stable yield. Yielding almost 7%. Payout ratio is not too exorbitant so dividend should be safe.
Stan Wong

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Price
$19.420
Owned
Unknown
WEAK BUY
WEAK BUY
November 30, 2009
Safe, slow growth and paying out of a lot of their earnings as dividends. Reinvesting some dividends into greater growth areas but are limited in growth going forward. Valuation is cheap because of low growth. 7.2% yield.
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Altria Group Inc (MO-N)
November 30, 2009
Safe, slow growth and paying out of a lot of their earnings as dividends. Reinvesting some dividends into greater growth areas but are limited in growth going forward. Valuation is cheap because of low growth. 7.2% yield.
BUY
BUY
November 11, 2009
If you own this one, it is for the dividend, which has always been large. Cash cow. 7.1% yield.
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Altria Group Inc (MO-N)
November 11, 2009
If you own this one, it is for the dividend, which has always been large. Cash cow. 7.1% yield.
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