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Started By
Message
PM and Altria
Posted on 4/28/16 at 1:47 pm
Posted on 4/28/16 at 1:47 pm
Who is the fella always touting these two? I picked up a small amount of both recently and wondering what his thoughts on them are.
2
Posted on 4/28/16 at 2:12 pm to GREENHEAD22
quote:
fella
Nice touch.
Bigfella
Posted on 4/28/16 at 2:16 pm to GREENHEAD22
Reynolds seems like the better deal at the moment.
Are you referring to this old thread?
Are you referring to this old thread?
This post was edited on 4/28/16 at 2:18 pm
Posted on 4/28/16 at 3:45 pm to bayoubengals88
To BigFellas credit I bought it at 31.......... 
Haven't looked back
Haven't looked backPosted on 4/28/16 at 4:00 pm to L S Usetheforce
Devil's advocate to someone looking to open a position today. PM has a payout ratio of 90% and MO is 75%. There isn't a ton of room to grow that dividend unless profits increase.
Distribution of marijuana in a few years would certainly boost profits.
disclosure: long PM
Distribution of marijuana in a few years would certainly boost profits.
disclosure: long PM
Posted on 4/28/16 at 5:20 pm to Grits N Shrimp
Big Fella. His stock advice is solid and I follow it. Buy and hold Atria and Philip Morris.
Posted on 4/28/16 at 6:39 pm to tiger perry
Wonder where he went. Those PM rants were epic
Posted on 4/28/16 at 7:06 pm to Grits N Shrimp
His Visa pick was amazing too
Posted on 4/28/16 at 7:14 pm to LSUtoOmaha
whats up peoples. I just wanted to let some of you know that Im not really buying anymore PM or MO at these levels. The companies arent sells for me bc im not looking to incur a capital gain but they aren't buys for me bc they're at wild valuations relative to historical norms and the dividends aren't too attractive today for the growth they both will produce. With that said, I sell covered calls to add extra dividends to my portfolio on PM and MO and although they dont pay much they add nice additional dividends on a large position.
Visa is one I like bc of all the potential growth in the dividend to come but again I have a big stake already and dont really wish to add here. The market is way up there look where the SPY is for goodness sake. I do think Visa earnings could be weak this year, think about the massive drop in gasoline prices almost 50% cut means a near 50% cut for them from the sale of gasoline which is a major credit card purchase for alot of people....just something to think about my credit card fees at work have been significantly lower.
Anyways love all the names, even MCD, but still this isnt a time to add, so if i was you I wouldnt buy PM or MO here, id sell puts to get in at a better price, but MO is up 100% from when I said it was a buy. Its not like the US smoking market is a booming market, now if weed is legalized, $62 will be cheap, but for me to buy a 3.xx dividend is not the entry on a stock that was initially spun off with a 9% yield and was supposed to basically be a bond in the $18-20 range.
Visa is one I like bc of all the potential growth in the dividend to come but again I have a big stake already and dont really wish to add here. The market is way up there look where the SPY is for goodness sake. I do think Visa earnings could be weak this year, think about the massive drop in gasoline prices almost 50% cut means a near 50% cut for them from the sale of gasoline which is a major credit card purchase for alot of people....just something to think about my credit card fees at work have been significantly lower.
Anyways love all the names, even MCD, but still this isnt a time to add, so if i was you I wouldnt buy PM or MO here, id sell puts to get in at a better price, but MO is up 100% from when I said it was a buy. Its not like the US smoking market is a booming market, now if weed is legalized, $62 will be cheap, but for me to buy a 3.xx dividend is not the entry on a stock that was initially spun off with a 9% yield and was supposed to basically be a bond in the $18-20 range.
This post was edited on 4/28/16 at 7:17 pm
Posted on 4/28/16 at 7:36 pm to dabigfella
I have had both since 2006 and I love it( in my 401k). You can beat the div and the the upward trend over the past few years!! Smokin
Posted on 4/28/16 at 8:24 pm to dabigfella
I appreciate your post. 
Posted on 4/28/16 at 10:19 pm to dabigfella
What do you think about RAI at a p/e of 10 and yield around 3.5?
Posted on 4/28/16 at 10:21 pm to dabigfella
V has made me somewhat rich - thank you big fella.
Posted on 4/28/16 at 10:27 pm to KillTheGophers
quote:
What do you think about RAI at a p/e of 10 and yield around 3.5?
P/E isnt always a useful metric. Reynolds is a dog, a dog with fleas. Newports and Camels are somewhat popular but the rest of their portfolio is literally just garbage:doral,pall mall,capri,carlton are the ones i know off the top of my head but the rest are just junk.
Id say in my business marlboro light, the gold pack makes up like 50%+ of cigarette sales. I mean as I do my ordering it seems like Im constantly buying more and more of that than ever. Then other marlboro products are next in popularity. Id say camel blue and camel crush are probably top 10 best sellers in terms of tobacco but nothing major.
The american cig market is just not something you wanna invest in where its at today. You just dont, its not in a growth phase or anything, but if you did want to invest in it, altria definitely owns the best brands. RAI has some solid stuff but like 90% of the names they own are just junk.
just my 2 cents.
This post was edited on 4/28/16 at 10:30 pm
Posted on 4/29/16 at 1:55 pm to dabigfella
Why do you have a new account here?
Posted on 4/29/16 at 2:06 pm to dabigfella
I started a Chevron DRIP account with your advice in the Drip thread. I would have gone with a PM Drip, but I will own shares in a tobacco wholesale company in Lafayette so I went with Chevron due to diversification. You advice is top notch.
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