Action (MO) Altria Group Forum Analyses

2J·

What is your pick from this week Magic Formula list?

For all the Joel Greenblatt's Magic Formula enthusiast on this platform I think it will be fun to publish this week Magic Formula's list and get your take on the stocks in the list.

What stock would you pick and keep for 1 year? Why?

Magic Formula's list (17/11/2024)

#magicformula
#joelgreenblatt
#greenblatt

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Finanzaristokrat

@Finanzaristokrat

2Sem.·

It was an honor for me (over 40% plus). Slowly but surely I am reducing tobacco from my portfolio as an individual position. I still have $MO (+0,89 %)
$BATS (+0,27 %) and $IMB (-0,07 %)

06.11

Philip Morris

a vendu x15,14 à 123,46 €

1 868,69 €

42,09 %

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2 Commentaires

Kai@Dividenden-Sammler

2Sem.

I would have rather parted with $IMB and $MO

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Knnenny

@Knnenny

2Sem.·

Thrown out to reduce the number of shares in the portfolio🫡

04.11

Altria Group

a vendu x10 à 53,91 $US

539,10 $US

15,02 %

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4 Commentaires

FairValue@FairValue

2Sem.

The number of individual stocks in the portfolio should not be a criterion for buying/selling a share 😵‍💫

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Wif

@salvo89ari

2Sem.·

2te Position

🤑

10.10

Altria Group

Acheté x10 à 55,89 $US

558,85 $US

8

15 Commentaires

Jo'@Jo_Wolf

2Sem.

A bit late to the party, it will take time for you to see growth materialize.

of course you might probably just be in for the div, but that means you don't plan any margin of safety.

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Stephan Schnee

@MrCumEx

3Sem.·

$MO (+0,89 %) Not bad for a share that has been dead for over 30 years, is it?

Altria Non-GAAP EPS of $1.38 beats by $0.03, revenue of $5.34B beats by $10M

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8 Commentaires

Chris@Longus1970

3Sem.

I am happy because I hold 250 Altria at 39.82 euros and am pleased about a very good divi. My 100 PM at not quite 90 euros also give a super divi.

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TaxesAreTheft

@TaxesAreTheft

4Sem.·

Japan Tobacco $2914 (+0,51 %)
re-enters the South Korean HTU market.

The Group withdrew from South Korea in 2021. The market is now controlled by $PM (+1,31 %) and KT&G $033780 which have around 90% of the market share, with the remainder falling to $BATS (+0,27 %) . Now JT wants to re-enter the market with ploom x (which will most likely also be the platform for $MO (+0,89 %) in the USA) to re-enter the market.

This should be quite interesting as it will test brand loyalty. It is not yet clear whether loyalty to HTU products is as high as for cigarettes.

4

TaxesAreTheft

@TaxesAreTheft

4Sem.·

The FDA has seized 3 million illegal vapes worth about 76 million dollars.

https://www.fda.gov/news-events/press-announcements/76-million-illegal-e-cigarettes-seized-joint-federal-operation

I hope that many more seizures will follow.

$MO (+0,89 %)
$PM (+1,31 %)
$BATS (+0,27 %)

www.fda.gov$76 Million in Illegal E-Cigarettes Seized in Joint Federal Operation

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2 Commentaires

Vertriebsliebhaber@Vertriebsliebhaber

4Sem.

Do you know anything about the articles? There are illegal vapes "under the counter" on every corner. There should be stricter enforcement, even here in Germany.

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TaxesAreTheft

@TaxesAreTheft

4Sem.·

Why $MO (+0,89 %) is now also rising is a mystery to me.

No exposure to the stabilizing / slightly growing international cigarette market.
No exposure to the growing international HTU market.
No exposure to the growing international nicotine pouch market.
No exposure to emerging markets.

So no exposure to what made the $PM (+1,31 %) made the numbers so good.

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17 Commentaires

MrMister@MrMister

4Sem.

The e-cigarette market is inspiring investors. Sales in this area have grown immensely. The same applies to smoke-free alternatives.

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Mert

@Mertdu

1Mo·

Feedback sur mon portefeuille

I am proud to have reached my goal of investing $10,000 annually. It is only mid-October. I am trying to invest in 60% dividend and 40% growth stocks. As the years go by, I want to collect the profits from growth stocks and give more to dividend stocks. I have learned a lot from you and this site. Thank you all.

I bought shares again with my dividends. I bought shares again with the shares I sold. I made $10,400 from $8,200. So I got a total return of 26.4%. This means a success above SP500 (23%).

#TTEC (#TTEC)

#VICI (#VICI)

#FMC (#FMC)

#BlueOwlCapital (#OBDC)

#UiPath (#PATH)

#TexasInstruments (#TXN)

#JohnsonAndJohnson (#JNJ)

11

1Mo·

Feedback sur mon portefeuille

Hello everyone,

I'm 20 and I started investing 400 euros a month in February this year.

I'm currently investing regularly this 400 euros in an accumulation plan divided like this:

100euros each on $CSPX (+0,89 %) and $IWRD (+0,97 %)

Then 50euros each on $XAIX (+2,01 %) and $EIMI (+0,35 %)

and then 20euros each on $XOM (+2,11 %)
$MO (+0,89 %)
$MCD (-0,18 %)
$DOW (+2,68 %) and $CUBE (+1,29 %)

at the same time I'm also reinvesting my dividends.

I'm looking to diversificate more my portfolio since most of the stocks I have are based in the North America zone and mostly in the tech industry and I was hoping for some advice on how to have a better diversification and some advice about dividend growth.

22Positions

8 832,73 €

5,23 %

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9 Commentaires

PowerWordChill@PowerWordChill

1Mo

With 92% USA share.
Is that intentional?
Why do you have one? WORLD / EM ETF, you don't notice anything about the emerging countries and the rest of the world in your portfolio.

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