| BUY | 20.950 | Norman Levine | For a long-term investment, tobacco companies are great names to own. | 2008-09-05 | |
| Comment | 21.580 | Norman Levine | Split into 2 companies, Altria (MO-N) and Philip Morris International (PM-N). This one owns Philip Morris assets in the US, which is a no growth business however, there is no business in the world that is more profitable than the tobacco business. You would own this one for the dividend yield. | 2008-05-12 | |
| Comment | 22.300 | David Driscoll | Good dividend. Have taken most of the cigarette assets out of the US so don’t pay for litigation anymore. Selling into Russia and China. | 2008-04-23 | |
| BUY | 20.910 | Gavin Graham | Legal challenges that they have faced over the last 10 years have been beaten back in most cases. Going to continue to chug along very nicely. Pretty recession resistant. | 2008-04-09 | |
| DON'T BUY | 73.660 | Gordon Reid | Doesn't own this one because of his stand on ethics. If you are buying something that is swimming upstream in terms of cultural and moral issues, it has to be a consideration. | 2008-03-12 | |
| TOP PICK | 74.260 | Alex Ruus | World's largest tobacco company. Undergoing another transition and is being broken up in mid-March into Phillip Morris International and Phillip Morris USA. The sum of the pieces is worth a lot more than the combined entity. | 2008-02-25 | |
| TOP PICK | 75.070 | Alex Ruus | Very compelling catalyst coming up. Will be splitting up into Phillip Morris, which will be all there non-US tobacco operations and Altria will continue as their US tobacco operations. 4% yield. | 2008-02-04 | |
| HOLD | 82.670 | Norman Levine | The biggest tobacco company in the world. Has weakened off in recent weeks, which could be due to profit taking. | 2007-02-27 | |
| BUY | 87.390 | Norman Levine | Will be spinning out Kraft. There is no better legitimate business in the world than tobacco. Low-cost, addicted consumers and good growth in developing countries. | 2007-01-31 | |
| DON'T BUY | 89.190 | David Baskin | This company makes a lot of money selling cigarettes to the Third World. Not a fan of companies that sell products that kill their customers. There is talk of them spinning off Kraft and he would look at this. | 2007-01-10 | |
| BUY | 84.790 | Paul Harris, CFA | Doesn’t have the issue of dealing with too much litigation anymore. Feels they should get rid of some of their businesses and become a more pure play. Good price. | 2006-12-12 | |
| DON'T BUY | 78.250 | Brian Acker, CA | This has been an overvalued stock. It is where money has been going when escaping from cyclicals. The model price is $69.25 which is a -12% differential. | 2006-10-17 | |
| DON'T BUY | 76.970 | David Baskin | There is a class action lawsuit against this company and other tobacco companies. He believes that it is not worth taking the risk. Does not buy tobacco stocks. | 2006-09-28 | |
| WEAK BUY | 77.290 | Norman Levine | Largest tobacco company. Great stock to be in. However, the company is subject to lawsuits and presently there is a class action lawsuit against the whole tobacco industry. There is a short term risk here, so short term investors should stay clear. Long term investors should use this weakness to buy. | 2006-09-27 | |
| HOLD | 83.630 | Norman Levine | The biggest tobacco company in the world. | 2006-08-22 | |
| BUY | 77.290 | David Burrows | This is the kind of company that should do well in this kind of market. Tremendous cash flow generation. Solid dividend yields. Very little economic impact. Have had some good rulings over the last little while. | 2006-07-12 | |
| DON'T BUY | 70.040 | David Burrows | Over the last couple of years, there was a strong focus on stocks that generated a strong cash flow. For the first time, there is a marked decline in the use of tobacco products. 4.5% dividend. | 2006-04-10 | |
| BUY | 73.380 | John Zechner | Does not see a further break up. Company is seeing some growth and generating cash. It is a good stable long growth stock. | 2006-02-22 | |
| DON'T BUY | 71.380 | David Burrows | Or the last several years, the market has there been very interested in cash flow generating assets. Both for the ability to pay a dividend yield and to generate value over time. This one comes with some legal issues on tobacco but they also have the food side. Technically, food/tobacco seems to be backing off. Moving down towards its 200 Day moving average. | 2006-02-06 | |
| BUY on WEAKNESS | 73.470 | Larry Berman CFA, CMT, CTA | 80% of stocks decline when a market peaks. Philip Morris has a very low market beta, in that it kind of does its own thing. Typically it's a stock where people go when they want to hide. If you can pick it up at against trend line support or some intermediate moving average then it's probably worthwhile jumping on board | 2005-09-28 | |
| BUY | 66.120 | Jim O'Shaughnessy | A classic example where the news just seems to get worse and worse and yet the price continues to climb. It sells for a fraction of breakup value. Low valuations in terms of every $ spent for $ of sales and/or earnings (cash flow) yet has a dividend yield of 4.7% plus all the buy back activity and this is why it's going up. | 2005-05-09 | |
| BUY | 54.550 | John Zechner | The tobacco part generates substantial amounts of cash. Restructuring and spinning out some of their other businesses would probably increase its value. | 2004-11-11 | |
| PAST TOP PICK | 47.830 | David Taylor, MBA, CFA | (Past top pick Apr 6/04. Up 7%) Pays 6% dividend yield. They buy it on bad news. An absolute cash flow machine. | 2004-06-22 | |
| TOP PICK | 55.570 | David Taylor, MBA, CFA | (A past top pick Jan 14/04. Up 2.6%.) Also paid out at $.77 dividend during that period. They will spin off their Kraft holdings. | 2004-04-06 | |
| TOP PICK | 54.310 | Cristopher Davis | Controversy often creates low valuation giving opportunities to buy. Good in a diversified portfolio. Good dividend. | 2004-03-12 | |
| TOP PICK | 53.880 | David Taylor, MBA, CFA | Expects huge cash flows in the next five years. Class-action lawsuits seem to be going in favor of the tobacco companies. 6% dividends. | 2004-01-14 | |
| DON'T BUY | 53.130 | John Zechner | Good cash generator. Kraft has been a problem for them but they spun it off. A better stock to own during a down period. | 2004-01-12 | |
| BUY | 52.310 | Gavin Graham | Continuing to win court cases, so the legal clouds are less than what they were. A cash generating machine. 5/6% dividend yield. Looking pretty good. | 2003-12-10 | |
| STRONG BUY | 40.570 | David Taylor, MBA, CFA | 8% dividend yield. Five times cash flow. 6/7 X earnings. They own 83% of Kraft plus Philip Morris International. With these assets, you are actually paid $10 a share to own Philip Morris USA. | 2003-09-12 | |
| DON'T BUY | 46.770 | David Baskin | Has problems with litigation and expects more to come. | 2003-07-08 | |
| DON'T BUY | 42.310 | Peter Arender, CFA | Fairly priced. Possible 10/15% upside, if that. 6% dividend. | 2003-05-26 | |
| DON'T BUY | 42.310 | Brad Willock | Just won a legal case, so stock has had a good run. Too risky for his clients. | 2003-05-23 | |
| DON'T BUY | 29.020 | Brian Acker, CA | Illinois has a judgement against them. | 2003-04-07 | |
| DON'T BUY | 28.100 | David Burrows | Money is leaving consumer product stocks. | 2003-04-01 | |
| DON'T BUY | 37.530 | David Baskin | Doesn't like what tobacco does to people, but also legal liabilities could be huge. | 2003-02-06 | |
| BUY | 41.490 | David Burrows | Very inexpensive. Strong cash flow. Good dividend. | 2002-12-16 | |
| HOLD | 39.950 | Paul O'Neil | Should bounce back, but only keep a small holding. | 2002-12-06 | |
| DON'T BUY | 43.080 | Mark Jackson, CFA | Great cash flow, but litigation is a concern. Use as a trading stock. | 2002-10-22 | |
| BUY | 51.360 | Peter Brieger | Good defensive stock. | 2002-08-14 | |
| DON'T BUY | 44.120 | Paul O'Neil | Can't understand why lawsuits haven't taken all their money. | 2002-07-17 | |
| DON'T BUY | 45.270 | Brian Acker, CA | Too expensive. | 2002-07-04 | |
| DON'T BUY | 43.680 | David Burrows | Benefiting from weaker US $. Prefers other sectors. | 2002-06-28 | |
| BUY | 42.870 | Ross Healy | Decent dividend of 5%. Huge upside potential. Some concerns on litigations. | 2002-06-27 | |
| DON'T BUY | 52.850 | Neil Murdock | Expects that down the road, it will become like a regulated utility. | 2002-04-15 | |
| WEAK BUY | 53.570 | Noah Blackstein, B.A., CFA | Good yield and they periodically buy back shares. A defensive stock. | 2002-04-10 | |
| DON'T BUY | 49.570 | Brian Acker, CA | A good safety stock, but overvalued. Good dividend. | 2002-01-30 | |
| BUY | 49.900 | Arthur Heinmaa | Litigation is an issue, but is built in on the price. Has a big dividend and at a good price. | 2002-01-28 | |
| WEAK BUY | 48.260 | David Burrows | Litigation problems are already built into the stock. Money has moved in as a defensive position. | 2002-01-14 | |
| BUY | 45.080 | Arthur Heinmaa | 5% dividend yield. Less vulnerable in an economic slowdown. | 2001-12-07 | |
| BUY | 49.910 | Arthur Heinmaa | Has good cash flow and yield. | 2001-10-19 | |
| BUY | 50.480 | Gavin Graham | Well run and generates lots of cash. Stable. | 2001-10-15 | |
| WEAK BUY | 50.160 | David Burrows | Been a good performer. Still holding up well technically. A good holding for a conservative investor. | 2001-10-05 | |
| BUY | 49.370 | Brendan Kyne | Dividend is good. A safe stock. | 2001-10-01 | |
| BUY | 47.370 | Brendan Caldwell | Have seen the worst of the law suits. | 2001-09-24 | |
| BUY | 45.510 | John Sinkins, CFA | Defensive stock. Philip Morris is #1 due to better exposure on US market and Rothmans is #2. | 2001-08-07 | |
| DON'T BUY | 43.160 | Joe Connolly | Legal suits and tobacco interests are a problem. | 2001-07-27 | |
| DON'T BUY | 45.820 | Jeff Morrison | Very consistent. Litigation is a concern. | 2001-07-19 | |
| BUY | 46.500 | David Burrows | A cash cow. Good dividend/growth. | 2001-06-20 | |
| BUY | 49.100 | Jeff Morrison | A defensive stock. Solid operating results. Is volatile on news. | 2001-06-12 | |
| DON'T BUY | 50.700 | Noah Blackstein, B.A., CFA | Bush admin. is soft on tobacco companies, but when market starts recovery, this will not do as well. | 2001-04-25 | |
| DON'T BUY | 45.890 | Neil Murdock | Own some good brand names, but concerned that tobacco will become too highly regulated by states and feds. | 2001-04-12 | |
| DON'T BUY | 47.570 | Jeff Morrison | Concerned about litigation risks. High quality company. | 2001-04-10 | |
| WEAK BUY | 47.000 | James Cole, BA, CFA | Has had a good track record, but nervous of tobacco industry. | 2001-04-09 | |
| STRONG BUY | 42.900 | John McColl | Ethical and legal problems. Still a cheap stock. Good dividend | 2001-03-22 | |
| DON'T BUY | 45.790 | Glenn Paradis, BA, CFA | A money machine. Worried about liability. Very cheap, but lawsuits are not over | 2001-02-01 | |
| BUY | 37.000 | Brian Acker, CA | Does well in a market slowdown | 2000-11-28 | |
| BUY | 37.000 | Noah Blackstein, B.A., CFA | Legal problems, but a good recession proof stock. Cheap now but risks based on tobacco | 2000-11-20 | |
Experts that have talked about Altria Group Inc
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