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Bill Maurer

 
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  • Philip Morris: Another Pullback, Another Opportunity
    Mon, Aug. 4 PM 34 Comments

    Summary

    • Philip Morris is down nearly $10 from its June high.
    • Investors and the company can buy shares on the cheap.
    • Dividend yield has risen nearly 50 basis points.
    • Investors buying now could get a yield of nearly 5% over the next year.
  • Philip Morris: A Post Earnings Update
    Mon, Jul. 21 PM 10 Comments

    Summary

    • Philip Morris reported a strong Q2.
    • 2014 forecast reiterated. Capital return plan on track.
    • For down year, shares trade at reasonable valuation.
    • Story remains the same, investors should accumulate on pullbacks.
  • Philip Morris: Time To Start Worrying
    Mon, Jun. 30 MO, PM 61 Comments

    Summary

    • Philip Morris reduced its 2014 EPS forecast due to a plant closure.
    • Company still forecasting 6% to 8% adjusted EPS growth for 2014.
    • Medium term forecast also reduced, share repurchases to be cut even more.
    • Stock was overextended and a pullback was due.
    • Company also made an e-vapor acquisition.
  • Philip Morris: What's The 2014 Dividend Raise?
    Tue, May. 27 LO, MO, RAI 20 Comments

    Summary

    • Philip Morris should raise its dividend in a few months.
    • 2014 is a down year thanks to currencies.
    • Buyback has slowed down, but capital returns exceed free cash flow.
    • Balance sheet weakness is important to company.
    • Dividend raise might be lighter than most expect.
  • Philip Morris: Don't Buy Right Now
    Thu, May. 15 LO, MO, RAI 15 Comments

    Summary

    • Cigarette names have rallied recently and markets are near highs.
    • Buyout/merger rumors have inflated valuations a bit.
    • Philip Morris still in the midst of a tough year.
    • Capital returns may disappoint some throughout the rest of 2014.
    • A pullback will come, and that's your opportunity.
  • Philip Morris: Setting Up The Rest Of 2014
    Mon, Apr. 21 LO, MO, RAI 6 Comments

    Summary

    • Philip Morris missed on revenues, but beat on EPS.
    • 2014 EPS forecast raised thanks to currency improvement.
    • Debt pile increased, buyback accelerated a little.
    • Investors should accumulate if stock pulls back further.
  • Philip Morris: Be Cautious And Step Back
    Wed, Apr. 9 LO, MO, RAI 44 Comments

    Summary

    • Philip Morris has rallied, but don't jump in yet.
    • Estimates are slowly rising, but 2014 will still be a bad year.
    • The premium shares trade at is creeping up again.
    • Stock meeting some technical resistance.
    • Buy on the next pullback.
  • Philip Morris: Key Questions For 2014
    Mon, Mar. 17 LO, MO, RAI 10 Comments

    Summary

    • Philip Morris has some key questions to answer in 2014.
    • Currencies and debt are major issues.
    • The dividend raise could be lower than normal, and the buyback certainly will be.
    • The premium shares trade at is down due to peer rally.
  • Philip Morris: The Depths Of Despair?
    Mon, Feb. 24 LO, MO, RAI 52 Comments
  • Philip Morris: Big News For 2014
    Fri, Feb. 7 LO, MO, RAI 35 Comments
  • Philip Morris Below $80: Time For A Rebound?
    Thu, Jan. 30 PM 100 Comments
  • Philip Morris Hits A Key Dividend Level
    Thu, Jan. 9 LO, MO, RAI 43 Comments
  • Philip Morris: 2013 Pain Almost Over
    Dec. 20, 2013 LO, MO, RAI 25 Comments
  • Philip Morris Reaches A Critical Junction
    Dec. 9, 2013 LO, MO, RAI 33 Comments
  • Philip Morris: Was The Sell-Off Overdone?
    Nov. 25, 2013 LO, MO, RAI 14 Comments
  • Philip Morris Reduces Short-Term Expectations
    Nov. 21, 2013 LO, MO, RAI 58 Comments
  • Philip Morris: More Debt Now Here
    Nov. 6, 2013 PM 59 Comments
  • Philip Morris: Getting Back To Basics
    Nov. 4, 2013 LO, MO, RAI 18 Comments
  • Philip Morris: Mixed Quarter Not Good Enough
    Oct. 18, 2013 LO, MO, RAI 17 Comments
  • Philip Morris: Where Things Stand Now
    Oct. 1, 2013 LO, MO, RAI 29 Comments
  • Philip Morris: Long-Term Debt For More Buybacks May Not Be Smart
    Sep. 23, 2013 PM 41 Comments
  • Philip Morris Dividend Raise Sparks New Confidence
    Sep. 12, 2013 LO, MO, RAI 14 Comments
  • Philip Morris Hits 4% Yield Before Dividend Raise
    Aug. 21, 2013 LO, MO, RAI 84 Comments
  • Philip Morris Battling Reduced Expectations
    Aug. 7, 2013 LO, MO, RAI 25 Comments
  • Philip Morris: Bad Quarter, Good Stock
    Jul. 22, 2013 LO, MO, RAI 9 Comments
  • Philip Morris: Explaining The Debt Issue
    Jul. 11, 2013 LO, MO, RAI 125 Comments
  • How Much Should Philip Morris Raise Its Dividend?
    Jul. 9, 2013 LO, MO, RAI 49 Comments
  • Philip Morris: A Golden Opportunity
    Jun. 21, 2013 RAI, LO, MO 52 Comments
  • Philip Morris Pullback Presents Accumulation Opportunity
    Jun. 3, 2013 LO, MO, RAI 22 Comments
  • Philip Morris: Another Pullback Is Coming
    May. 2, 2013 LO, MO, RAI 6 Comments
  • Philip Morris Pulls Back On Currency, Debt Worries
    Apr. 19, 2013 LO, MO, RAI 24 Comments
  • Philip Morris: Wait For The Pullback
    Apr. 4, 2013 LO, MO, RAI 21 Comments
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