Earnings $MO (+4,69 %)

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#stocks
#aandelen
#economie
#kwartaalcijfers
#earningsbt

The tobacco giant Altria $MO (+4,69 %) beat Wall Street estimates for sales and profits in the second quarter on Wednesday. The reason for this was robust demand for its on! nicotine pouches.

The Richmond, Virginia-based company is increasingly relying on its portfolio of smokeless alternatives, such as nicotine pouches, to offset the decline in sales caused by the trend among many consumers away from traditional cigarettes and chewing tobacco.

Although sales of Altria's e-cigarette brand NJOY were halted earlier this year due to a patent dispute, strong growth in the on! segment compensated for the decline in sales.

In April, the company announced that NJOY would not be returning to the market this year. As a result, Altria had to recognize a significant impairment loss for its e-cigarette division.

The widespread sale of unregulated disposable e-cigarettes, mostly from China, has negatively impacted both the e-cigarette and traditional tobacco businesses in the US. However, Altria anticipates only limited benefits from increased confiscation of such products.

The company's quarterly revenue, including excise taxes, rose 0.2 percent year-over-year to $5.29 billion. Analysts on average had expected a 1.8 percent decline to 5.18 billion dollars, according to LSEG data.

Adjusted earnings per share in the second quarter amounted to 1.44 US dollars, exceeding expectations of 1.39 dollars.

The shipment volume of on! nicotine pouches rose by 26.5 percent, following an increase of 13.7 percent in the previous year.

The shares of competitor Philip Morris International fell last week after shipments of its ZYN nicotine pouches - by far the leading brand of pouches in the USA - fell short of expectations.

Shipments of Altria's smokable tobacco products fell 10.2 percent in the second quarter, compared with a 13 percent decline in the year-ago period.

During the quarter, the company recognized a non-cash, pre-tax impairment charge of $354 million related to an impairment of the Skoal brand (smokeless tobacco). Altria did not provide a reason for the impairment.

For the full year, Altria expects adjusted earnings per share between 5.35 and 5.45 US dollars. The previous forecast was 5.30 to 5.45 dollars.

An important earnings week is coming up. Companies like $META (+8,85 %)
$MSFT (+8,25 %)
$MO (+4,69 %) will be releasing quarterly earnings.

I closed stock position completely again but I reinvested the money again

#investeren
#aandelen
#dividend

https://youtu.be/RBYUJTg7CuQ?si=PNlX1RaE-vORHAt-

I have just increased my small position $MO (+4,69 %) increased. Either to lower the initial investment or to enjoy a few more euros in dividends or because I haven't bought anything for days and finally wanted to buy again 😁

Good morning to the community.

I would also like to introduce my portfolio and share my thoughts and goals.

First of all, a bit about myself and how I got into trading:

I am 39 years old and have actually NEVER been interested in the stock market/shares. Through a lucky coincidence in the gambling sector, I suddenly had a 5-figure sum in my account. I then went on a kind of overnight interest rate shopping spree. At some point, however, there were no more offers that appealed to me and I ended up with TR call money. At first I didn't want to invest any money in shares or ETFs, but then I decided to take a look. That was in August 2024, when I caught the bug quicker than I would have liked and, thanks to a good friend, I was able to quickly gather some information and recognize the benefits of investing.

I've been invested ever since.

Now to the structure and goals of my portfolio:

The main focus is on an ACWI IMI in order to build up a certain amount of capital through compound interest. I am expecting an investment horizon of 20 - 25 years. The aim is to have built up a certain amount of capital by then so that I can make withdrawals later in and around retirement age and enjoy a good life in retirement without having to worry. The ACWI was the first major building block for diversification. However, I am honest and I was tempted to buy a portfolio with various individual shares. These are mainly dividend-oriented. Most of the positions pay stable dividends and have moderate growth. I deliberately chose many defensive stocks such as $MUV2 (-0,47 %)
$ALV (+0,48 %) or $JNJ (+0,54 %) in my portfolio so as not to be too speculative. Classics like $KO (+0,09 %)
$MCD (+1,37 %)
$PG (-1,4 %) round off the whole thing. I wanted to achieve an inflow of at least €100 per month over the entire year. Currently it's around €2150 for the whole year. I enjoy having a continuous inflow of dividends that I can reinvest freely. I really wanted to take this positive aspect of the investment with me. Accordingly, I also have very strong dividend payers in my portfolio, although they can be quite volatile and operate in a difficult market environment, e.g. $SHEL (-0,89 %)
$PETR4 (-0,58 %) or $MO (+4,69 %) . In December, I invested in shares of $HOT (+0,66 %) and $HEI (+1,86 %) with the idea that these companies could possibly benefit from the reconstruction of war zones. (I know that's perhaps not the nicest thought and I'm not a friend of wars either, but you have to ignore that when it comes to profits) and the shares of both have done really well for me. That's why I'm also invested in 2 defense ETFs. Another ETF I have in my portfolio is a "tech/software" ETF, AI & Big Data. Individual stocks were too risky for me here and I preferred to take a broadly diversified approach. I also recently added the Germany All Cap to my portfolio, as I think that Germany will be on the rise again in the future. As a small stock with the hope of a real cracker for the future, I have $DEFI (+1,73 %) in the portfolio. Let's see what happens. I'm currently running a savings plan of around 200 euros a month, as I don't have the funds to pump huge amounts of fresh money into my portfolio due to a house loan.

With this in mind, I would be grateful for any tips, suggestions and perhaps also positive words. If you have any questions, please let me know.

Kind regards

Hello Getquin Community,

I would be interested to know: What are your top dividend stocks or which ones do you currently have on your watchlist that you would like to add to your portfolio?

My strongest stocks at the moment are definitely $HSBA (-3,7 %) and $BATS (+2,31 %) Both deliver solid dividend yields and are real classics in the dividend strategy sector.

I'll add a few more to the list - I'm looking forward to your additions:

$SREN (-0,59 %)
$ZURN (-0,63 %)
$MO (+4,69 %)
$CVX (-1,21 %)
$MAIN (+1,21 %)
$O (-0,04 %)

Today I would like to hear your opinion :)

First of all, a brief introduction to myself:

I am 35 years old, married and have 2 children.

We live in a house and almost 10 years ago I bought my mother an apartment in which I support her financially.

Accordingly, I am paying for almost 2 properties.

My portfolio is a good mix (for me) of BTC/dividends & growth.

I buy the Mercedes shares annually as an employee package; the performance is strongly positive in real terms, but I have included them here as they also arrive in my portfolio.

$BTC (+0,93 %) I have been saving €100/month for years.

my other current savings plans:

$MSFT (+8,25 %) 200€/month

$GOOGL (+1,23 %) 100€/month

$HTGC (+0,6 %) 50€/month

The savings plans are not set in stone and will be adjusted from time to time,

The target value for shares is €3000-3500 for the time being.

the kids are now in daycare for another year + one 3 years, after which the savings rate will be adjusted upwards again (daycare fees currently ~500€/mth).

$MBG (-3,13 %)
$BLK (-0,07 %)
$MO (+4,69 %)
$ULVR (+1,01 %)
$P (+0,02 %)$MCD (+1,37 %)
$JPM (+2,06 %)

Today i have received $71.40 in dividends from $MO (+4,69 %)

keep stacking

#dividend
#investeren
#aandelen
#beleggen
#altriagroup