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| BUY | 78.480 | Don Vialoux | Done exceptionally well. On a seasonal basis it has a tendency to go higher between now and May. Fundamentals are getting better as cigarette prices have increased. You have a winner, so stick with it. | 2011-12-30 | |
| Comment | 75.580 | Colin Stewart | High dividend yielding stock, which can be a pretty attractive place for investors. | 2011-12-09 | |
| WAIT | 75.690 | Derek Webb, CFA | Classic stock that everybody loves today. Conservative, a consumer staple and has a yield. Expensive, but it has a yield and everyone wants to own this kind of stock. You'll probably do fine until interest rates go up. Wouldn’t touch it here because it has been over bought and is at the top end of its channel. He guesses it will come down and then continue up. | 2011-12-01 | |
| BUY | 71.020 | Gordon Reid | Likes it. Stabilty of income stream and cash flow. Produces ton of cash. Yield is 4.3%. | 2011-11-23 | |
| BUY | 68.840 | David Burrows | Unpopular sector but very popular right now. This is a sector where you see money flowing it. | 2011-10-25 | |
| Comment | 67.400 | Jeff Black | Good dividend. Stable business and growing outside of North America. Tough business in many respects. You have to accept the social consequences of owning it. Doesn't see a lot of growth longer-term. | 2011-10-14 | |
| DON'T BUY | 72.110 | David Baskin | He does not like owning companies that kill their customers. | 2011-07-22 | |
| TOP PICK | 66.650 | Stan Wong | International and in 175 countries. 16% of the market outside of the US. Litigation risk is a little bit lighter on the international market. Gaining traction in the emerging markets. Good double-digit long-term growth. Dividend of 3.8%, which is going to grow. | 2011-06-22 | |
| Comment | 67.510 | John O'Connell, CFA | Good dividend yield of around 4% and had a pretty good move in price. There are fewer and fewer cigarette sales. Stock has done well because of investors looking for yield and this should work well for quite some time. British American Tobacco (BTI-A) might be a better play as it has a higher dividend and gives you exposure to the British pound. | 2011-06-15 | |
| Comment | 67.530 | Charles Lannon | Doesn’t invest in tobacco because of litigation possibilities. Prefers other areas in the consumers’ staples space. | 2011-06-13 | |
| BUY | 47.990 | Gordon Reid | International arm for Altria (MO-N) cigarettes. 4.6% dividend and trading at about 14X next year's earnings. Probably fully priced. With organic growth and earnings growth of 10%-12%, this will give you a pretty good return if the multiple stays the same. | 2010-05-12 | |
| DON'T BUY | 49.580 | Charles Lannon | (Market Call Minute.) Not sure you could put a price tag on the regulatory risks that the industry faces. | 2010-04-29 | |
| BUY | 52.370 | Stan Wong | Fantastic yield at 6.7%. Decent payout ratio at 74%. High cash flow business. From a growth perspective, tobacco companies tend not to screen well but this stock is doing well. | 2010-04-08 | |
| Comment | 46.700 | Mark Grammer | Have the best brand in cigarettes globally. | 2009-07-27 | |
| Comment | 42.940 | Ara Nalbandian | Tobacco. Prefers Lorillard (LO-N) as they are the most efficient operator. Altria (MO-N) is also attractive. Has been a little bit of overhanging in the sector as the FDA starts to regulate the industry so there is some risk. | 2009-07-03 | |
| VAGUE | 36.890 | Brian Acker, CA | Model price of 42.46. There are stocks with greater upside to model price. | 2009-04-21 | |
| Comment | 38.280 | David Abella | Thinks the dividend is safe. Has growth in the international cigarette market without the same litigation issues as the US. | 2009-03-18 | |
| SELL | 35.910 | David Burrows | (Market Call Minute.) Technically not sound. Going through a change in stakeholders. | 2009-02-19 | |
| Comment | 52.470 | Norman Levine | Split into 2 companies, Altria (MO-N) and Philip Morris International (PM-N). This one has the non-North American assets, which is a strong growth business. If you were going to own one of them, this would be it. | 2008-05-12 | |
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| TOP PICK | 50.070 | Alex Ruus | Cigarettes are a great free cash flow business. The international market is growing and this is the biggest international one. Litigation environment outside of the US is much better. It should be a multiple expansion when people see this as a growing franchise. | 2008-04-22 |
