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Altria Lights Up With Strong Growth In Its Smoke-Free Portfolio
Seeking Alpha· 2024-11-06 13:30
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
As NJOY Powers Altria's Growth, Is It Time to Buy the Stock?
The Motley Fool· 2024-11-06 10:54
The stock has a very attractive yield.With a forward dividend yield of 7.5%, it's no secret what attracts most investors to Altria Group (MO 0.57%). The company is a dividend darling, having increased its payout every year since 2009.While revenue growth has been a struggle for the company in recent years, it is looking to change that with its NJOY business. This has helped the stock to a 35% gain in price since the start of the year, on top of its nice dividend payout.With the tobacco giant recently report ...
Billionaire Cliff Asness Sold 92% of AQR's Stake in Taiwan Semiconductor and Is Piling Into This Scorching-Hot Ultra-High-Yield Dividend Stock
The Motley Fool· 2024-11-06 09:06
Asness's AQR Capital Management disposed of almost its entire stake in artificial intelligence (AI) titan Taiwan Semi in favor of an industry-leading company that was sporting a 9% yield.Whether you're a relatively new investor or someone who's been putting their money to work on Wall Street for decades, you're probably aware of just how overwhelming the number of data releases can be. Between thousands of public companies reporting their operating results each quarter and economic data being released daily ...
4 October Dividend Raises: Biggest 10.6% From Mondelez, Largest Yield From Altria 7.5%.
Seeking Alpha· 2024-11-06 01:58
34 or 40% of the 85 stock “RIG” portfolio paid with 4 bringing a larger smile with raises. By the way, “RIG” = Rose’s Income Garden, the portfolio I have designed over many years to provide income for my retirement.Macro Trading Factory is a macro-driven service, run by a team of experienced investment managers.The service offers two portfolios: “Funds Macro Portfolio” & “Rose's Income Garden”; both aim to outperform the SPY on a risk-adjusted basis, in a relaxed manner.Suitable for those who either have li ...
Altria: Don't Be Fooled By The Market (Rating Downgrade)
Seeking Alpha· 2024-11-03 13:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Is Altria's 8.2%-Yielding Dividend Worth the Risk? 1 Trend Suggests the Stock Could Be in Trouble.
The Motley Fool· 2024-11-02 08:10
Core Viewpoint - Altria Group, despite its high dividend yield of 8.2%, faces significant long-term risks due to declining youth tobacco use and changing demographics, which could jeopardize its growth prospects and dividend sustainability [1][5][9]. Group 1: Dividend Analysis - Altria's dividend yield is significantly higher than the average S&P 500 yield of 1.3%, requiring a much lower investment to generate $1,000 in annual dividend income compared to the broader market [1][2]. - The company has a modest payout ratio of 67% and has increased its dividend 59 times in the past 55 years, suggesting a historical commitment to maintaining its dividend [7]. - However, the long-term viability of the dividend is questioned due to potential risks to the core business model, which could render the dividend a "ticking time bomb" [7][8]. Group 2: Industry Trends - Youth tobacco use has reached a 25-year low, with only 1.4% of students reporting cigarette smoking, indicating a significant decline in demand for tobacco products [5][6]. - The decline in e-cigarette use and overall tobacco consumption among younger demographics poses a broader problem for Altria, which is attempting to pivot towards smoke-free products [6]. - The stock has only risen 7% in the past five years, and future growth prospects appear bleak as younger generations are not adopting smoking habits, further challenging Altria's market position [9]. Group 3: Investment Considerations - While Altria's high dividend may attract investors, the uncertain future and declining market demand suggest that it may not be a prudent investment choice [10]. - Investors are advised to approach Altria stock with caution, as the potential for underwhelming returns exists despite the attractive dividend [9].
Altria: Despite Recent Gains, The Valuation Implies Negative FCF/Share Growth
Seeking Alpha· 2024-11-02 05:15
I prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even a ...
1 Reason I Haven't Bought Altria Group and Probably Never Will
The Motley Fool· 2024-11-01 08:45
Smoking doesn't align with my personal values.Dividends are a big part of my investment strategy. I prefer to invest in companies that offer attractive and growing dividends. I like to collect passive income, and dividend growers are proven wealth creators. Given all this, Altria Group (MO 7.84%) would seem to be the perfect stock for me. The company currently pays a dividend yielding more than 8%. Meanwhile, it has increased its payment 59 times over the last 55 years, a trend it expects will continue thro ...
Why Altria Stock Was Surging Today
The Motley Fool· 2024-10-31 22:54
The market was clearly impressed how management is coping with the company's challenging situation.On Thursday, good news from one of the market's favorite "sin stocks" drove its share price up by almost 8%. This lucky company was Altria (MO 7.84%); the cigarette maker's latest quarterly earnings report was received most favorably by market players. The stock's pop on the day was in market contrast to the 1.9% slump of the benchmark S&P 500 index.Slight increases and modest beatsThat morning, Altria release ...
Altria(MO) - 2024 Q3 - Earnings Call Transcript
2024-10-31 16:47
Altria Group, Inc. (NYSE:MO) Q3 2024 Earnings Conference Call October 31, 2024 9:00 AM ET Company Participants Mac Livingston - Vice President of Investor Relations Billy Gifford - Chief Executive Officer Sal Mancuso - Executive Vice President and Chief Financial Officer Conference Call Participants Matt Smith - Stifel Bonnie Herzog - Goldman Sachs Faham Baig - UBS Callum Elliott - Bernstein Operator Mac Livingston - Vice President of Investor Relations Billy Gifford - Chief Executive Officer Sal Mancuso - ...