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Started By
Message
Thoughts on Altria and Phillip Morris International stocks
Posted on 3/28/14 at 4:07 pm
Posted on 3/28/14 at 4:07 pm
Curious of the money board opinion
4
Posted on 3/28/14 at 4:33 pm to GeauxTigers777
I have had them in the retirement portfolio for many years. It has been good to me.
Posted on 3/28/14 at 5:40 pm to GeauxTigers777
I dunno how I feel about investing in a tobacco company
Posted on 3/28/14 at 8:36 pm to GeauxTigers777
I'm long in PM. If MO gets into marijuana, I may add some of that.
The companies are extremely well run and pay a dividend almost as reliably as KO.
The companies are extremely well run and pay a dividend almost as reliably as KO.
Posted on 3/28/14 at 8:53 pm to Ace Midnight
That's what I have liked so far. I just wanted everyone else's opinion.
This post was edited on 3/29/14 at 5:46 am
Posted on 3/29/14 at 8:21 am to GeauxTigers777
A little confirmation bias to ease some apprehension?
Nice.
Nice.
Posted on 3/29/14 at 9:17 am to Cmlsu5618
I'm not getting in this argument again, but these are yield pig stocks.
Posted on 3/29/14 at 9:24 am to TheHiddenFlask
quote:
yield pig stocks
4 1/2 or 5 percent is a "yield pig"?
I'm not saying the dividend isn't attractive, but, again - the companies are extremely well run, sell a legal, yet addictive product that, despite the obvious health risks, its users will walk to a nearby store and spend their last dime to buy.
I don't make the rules, but this is a winning play - maybe not short-term, but mid- and long-term.
Posted on 3/29/14 at 10:38 am to Ace Midnight
When treasuries are yielding less that 1%, yes.
Posted on 3/29/14 at 10:48 am to TheHiddenFlask
Dividends are magic, did you not get the memo?
Posted on 3/29/14 at 12:14 pm to tirebiter
The obsession of the armchair investor with dividend stocks is all I need to know to confirm my suspicions about why these stocks are on such an unjustified run.
Posted on 3/29/14 at 1:25 pm to TheHiddenFlask
quote:
to confirm my suspicions about why these stocks are on such an unjustified run.
Call me crazy, but I don't think a company that has consistently grown almost every measurable financial metric year in and year out can be considered unjustifiable. Not to mention these companies are still rather cheap compared to the overall market. Whether you like dividends or not, you can't argue that these companies are hugely profitable, and consistently so.
Posted on 3/29/14 at 4:56 pm to TheHiddenFlask
quote:
The obsession of the armchair investor with dividend stocks is all I need to know to confirm my suspicions about why these stocks are on such an unjustified run.
The dividends are, to a large extent, lagniappe. You have something against making money? I bought PM to hold long, and generate dividend income in my retirement. There is nothing wrong with a dividend stock for that purpose.
PM's P/E is about 15 1/2
MO's is 16 1/2
So, they're not overpriced, right? And unlike a lot of small caps - these companies actually make money... Imagine that - a company that consistently turns a profit - a profit from which to pay a dividend, unlike some companies who borrow money to pay a dividend to inflate the value of insider-held stocks.
The companies are EXTREMELY well run and were even in the salad days of the 80s when their corporate spending habits were less - restrained. There were never as extravagant as RJR-Nabisco, though.
Namecalling doesn't pay the bills, brah.
This post was edited on 3/29/14 at 9:34 pm
Posted on 3/29/14 at 9:29 pm to Ace Midnight
This is why I don't argue it.
Priced like growth companies. In decline, in reality.
I always get ganged up on by the guys who own it.
I don't care any more.
Priced like growth companies. In decline, in reality.
I always get ganged up on by the guys who own it.
I don't care any more.
Posted on 3/29/14 at 9:37 pm to TheHiddenFlask
quote:
This is why I don't argue it.
Yet here you are.
quote:
Priced like growth companies. In decline, in reality.
Meh - P/E in the mid teens is a decent value.
quote:
I always get ganged up on by the guys who own it.
Are we supposed to say, "Oh, yeah, you were right. I just threw my money away"....?
quote:
I don't care any more.
And yet...here you are.
Posted on 3/29/14 at 11:29 pm to TheHiddenFlask
THF, I have always respected your opinion, what other stocks do you consider "yield pig" stocks?
/hijack
/hijack
Posted on 3/29/14 at 11:35 pm to OnTheBrink
I'm long on both mo and pm. even if regular cigarette smoking declines, marijuana and e cigs will rise and mo would capitalize on that. pm will be fine as asians and europeans smoke like chimneys.
Posted on 3/30/14 at 9:19 am to OnTheBrink
The majority of MLP's are. Especially the ones that came later in the game and started wrapping things like refineries in them.
Same thing goes with a lot of REITs.
They are being sold as fixed income replacements, instead of useful tax avoidance tools.
When interest rates raise and the prices on these on these "fixed income replacement" securities begin to fall, their will be a mass exodus of the weak handed individuals that own(but shouldn't own) them.
Same thing goes with a lot of REITs.
They are being sold as fixed income replacements, instead of useful tax avoidance tools.
When interest rates raise and the prices on these on these "fixed income replacement" securities begin to fall, their will be a mass exodus of the weak handed individuals that own(but shouldn't own) them.
Posted on 3/30/14 at 9:56 pm to TheHiddenFlask
PMI has been one of the best performing stocks for investors over the long run available.
It is a cash producing machine. I owned it for about 10 years.
Not sure about it now.
It is a cash producing machine. I owned it for about 10 years.
Not sure about it now.
Posted on 3/31/14 at 9:13 am to I B Freeman
The TTM figures have it underperforming the SP500 by about 30%, which is mostly just a rerun to the mean after great years in 2011 and 2012.
Fundamentally, it's only slightly overpriced right now, IMO. However, as I've always stated, it's the types of investors holding these companies that scare me, not the business itself.
Everyone should take note that all of the guys pumping it 12 months ago have gone MIA. The fly by nights on this board are, historically, the best bets to go against.
Fundamentally, it's only slightly overpriced right now, IMO. However, as I've always stated, it's the types of investors holding these companies that scare me, not the business itself.
Everyone should take note that all of the guys pumping it 12 months ago have gone MIA. The fly by nights on this board are, historically, the best bets to go against.
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