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PM Analysis & Videos »
PM: Bull or Bear?
Expert Panel Recommends FDA Regulation of Tobacco
PM
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+41.05%
in
283 days
By Mike Havrilla on 2/25/09 The ETF Innovators Global Tobacco Index tracks the performance of the 24 companies listed below which derive the majority of their revenue from the distribution or manufacturing of any type of tobacco product (e.g. cigarettes, cigars, chewing tobacco) or any related supplies (e.g. wrapping papers, tobacco leafs, filters) used directly in the manufacture of tobacco products. <> The Global Tobacco Index is down by 9.3% to a value of 258,320 and average dividend yield of 4.4% from its starting valu...
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New Index of Highly Defensive Market Cap Leaders
PM
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+0.86%
in
1 day
(closed on 02/26/09)
The ETF Innovators Highly Defensive Index contains 40 market cap leading companies which are based in either North America or Europe from the defensive industry groups (A-K) specified below. www.BioMedReports.com - Mike Havrilla (A) Mass Merchant Discount Retailer (1): Wal-Mart (WMT) <> <> (B) Consumer Staples (12): Coca-Cola (KO), Colgate-Palmolive (CL), Diageo (DEO), General Mills (GIS), Danone (GDNNY), Kraft Foods (KFT), Nestle (NSRGY), PepsiCo (PEP), Philip Morris International (PM), Procter & Gamble (PG), Reckitt Benckiser (RBGPF), Unilever (UN) <><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>< />...
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PM & MO are smokin !!
PM
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+22.17%
in
353 days
Tobacco execs may be scum, but not dumb. Smokers will smoke more as recession fears deepen. Increased taxes breeds smuggling and counterfeit tax stamps. Tobacco companies can outlast individual smokers in court and the current feeling against trial lawyers provides congress cover to eliminate all class action suits. Basic fundamentals of MO and PM are strong. (e.g. MO has 40% market share & both have cash flow)
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Global Tobacco Index: High Yields and Continued M&A
PM
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-13.09%
in
120 days
(closed on 02/25/09)
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<> The ETFI Global Tobacco Index is now yielding over 6%, resulting in a total return of 3% in the past year as the industry continues to shrink amidst M&A activity, including the most recent deal by Philip Morris International (PM) to acquire Canadian tobacco company Rothmans. A pending deal by Altria (MO) for smokeless tobacco maker UST is expected to close in early 2009. The accompanying table presents the statistics for the index and benchmark ETFs for the top 20 rated tobacco companies and all 27 companies in...
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My 60 Defensive Growth Stock Picks at Inner8.com
PM
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+0.00%
in
2 days
(closed on 10/27/08)
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<> The accompanying table presents my 60 defensive growth stock picks at the recently launched online investing site Inner8.com , which I wrote about yesterday. My picks are focused on healthcare and consumer staples, along with some cash rich tech companies such as Microsoft (MSFT). My picks include companies across the entire spectrum of market cap and risk in the biotech industry, ranging from top performers such as Amgen (AMGN) and Celgene (CELG) to small and micro-cap picks such as Discovery Labs (DSCO), ...
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Safe Haven Tobacco Stocks Post Solid Returns & High Yield
PM
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-6.47%
in
9 days
(closed on 10/25/08)
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<> The accompanying table presents the ETFI Global Tobacco Index of 29 companies over $100M (USD) market caps, which have posted a gain over the past year for the top 20 rated stocks and outpaced its benchmark ETFs. The top 20 rated stocks have an average dividend yield of 5.6% and only 11 of the 29 companies are listed for trading in the U.S.
Tobacco stocks have outperformed benchmark ETFs for the S&P 500 Index (SPY), iShares Dow Jones Select Dividend (DVY), and consumer staple funds such a...
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The Panic Trade: A 20-Stock Defensive Growth Portfolio
PM
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+1.88%
in
4 days
(closed on 10/16/08)
<> 
The accompanying table presents a 20-stock defensive growth portfolio which I believe will outperform the overall market as measured by the S&P 500 Index as the current panic trade comes to an end and investors stop selling stocks regardless of their fundamentals. The average PEG ratio for this group of stocks is below one and the average dividend yield of 4.4% is nearly two times the S&P 500 ETF (SPY) yield of 2.4%. All of the stocks have a market cap over $1B with an average of just under $75B and the indust...
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Seven New ETF Opportunities
PM
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+0.00%
in
6 hours
(closed on 10/12/08)
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The accompanying tables present an overview of new global equity indexes and ETF proposals I have developed to provide investors with access to six industry groups and one geographic region that currently have no investment products on the market. Of these ideas, only the Nordic Region has a pending ETF filed with the SEC. The goal of these ideas is to provide investors with global equity index investment products which are more focused than broad-based ETFs such as iShares Dow Transports (IYT), Healthcare Sector SPDR (XLV), and Consume...
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Thank you for Smoking
PM
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-11.10%
in
476 days
+ve
- Potential growth in China & possibly in Europe
- No revenue from US which is a high litigation risk market
- Weak economy = More Smokers = More smokes per smoker!! Like it or not but it's a fact :-)
- Buyers are addicted and brand has a lot of value and they have the biggest ones out there
- Decent dividend yield
-ve
- Recent buy of Rothman, Canada - second largest in Canada. Again getting into litigation risks. If the risk doesn't materialize this will be +ve
- Weak dollar - Most of the revenue is International, so a strong dollar WILL HURT
- M...
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A Global Tobacco Income Index
PM
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-1.39%
in
28 days
(closed on 09/05/08)
<> Click on the accompanying image for a full-screen view of the 23 stocks eligible for my Global Tobacco Income Index, which includes companies with market caps greater than $200 million (USD) that pay regular cash dividends and derive the majority of their revenues from tobacco products, distribution, or supplies (such as paper). As expected, the index is dominated by large, well-known companies such as Philip Morris (PM) (16.7% weight), British American Tobacco (BTI) (13.3% weight), and Altria (MO) (8.75% weight). These top three companies by market cap account for about 39% of t...
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Consumer Staple Stocks Are Not Always Safe Haven Investments
PM
-5.68%
in
499 days
Three consumer staple stocks reported earnings yesterday. Typically, these types of stocks are sought out as safe haven investments during slowing economic conditions. <>First was Philip Morris International (PM) (Call Transcript). PM reported 2q08 EPS of 86 cents which bettered consensus estimates by 3 cents. Furthermore, PM raised its FY08 guidance by 14 cents on each end of the estimate range to $3.32 - $3.38. During the quarter PM declared its initial quarterly dividend of 46 cents which implies a yield of about 3.5%. I own PM together with Altria (MO) which I received as part of the old...
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Stock of the Week: Philip Morris International
PM
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-8.18%
in
513 days
Philip Morris International (PM) is an international tobacco maker with products sold in over 160 countries. It owns 7 of the top 15 brands in the world and has 75,000 employees. It was spun off of Altria Group on March 28, 2008.
When one thinks of “vice stocks” this is the first stock that pops into [...]
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Phillip Morris International: A Hedge on U.S. Market Uncertainty
PM
+0.18%
in
523 days
A falling dollar, a looming recession in the United States, talks of bankruptcy for General Motors (GM), WaMu (WM) insolvency debates, a credit crunch turning into global financial meltdown – it’s the end of the world... Relax- Phillip Morris International (PM) has got you covered.
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debt deal
- MO completed the first successful debt deal in months recently, this looks to be a good sign for credit markets... any ideas if there will be more to c
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About PHILIP MORRIS INTERNATIONAL INC
- Answers.com
"Income investors have to be very careful when searching for yield; many high-yielding stocks have turned in disastrous performances over the last year," cautions 
