re: Thoughts on Altria and Phillip Morris International stocks

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I didn't take that as a bias against PM at all.

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PM's P/E is about 15 1/2 - that does not appear to be overpriced in any way - considering the profitability of the company, I would consider that a borderline value pick.

MO with a P/E at about 16 1/2 - that's priced just about right - their future value is a little bit speculative, as cigarettes continue to get beat up in the U.S., but they have the potential to be a big player in nationally legalized marijuana.

Again - this is not a situation where a person "chases" a dividend yield, rather it is a company that makes money, consistently, and pays the dividend from those profits.

I don't see why the characteristics of a person that holds a stock has anything to do with an analysis of whether or not it is a good investment. Shouldn't due diligence stand on its own?