howard_roark's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/163487/comments http://seekingalpha.com/article/179936-the-best-dividends-for-2010?source=feed#comment-823539 823539
I look for PM stock price to really appreciate in the coming years. Growth prospects are tremendous and if the dollar remains weak the stock could run to $55 by mid 2010.

And that fat dividend just keeps coming!


On Dec 28 09:19 AM slam stocks wrote:

> Not sure of the others and yields should not be the only basis for
> investing.
>
> Owned MO (US & SAB Miller) & PM (International) for many
> years including the pre-split; the yields are rock solid along with
> the stock appreciating approx. 15% annually. With the combined growth
> and yield, I average about 20% for both shares.]]> Mon, 28 Dec 2009 09:29:41 -0500
I look for PM stock price to really appreciate in the coming years. Growth prospects are tremendous and if the dollar remains weak the stock could run to $55 by mid 2010.

And that fat dividend just keeps coming!


On Dec 28 09:19 AM slam stocks wrote:

> Not sure of the others and yields should not be the only basis for
> investing.
>
> Owned MO (US & SAB Miller) & PM (International) for many
> years including the pre-split; the yields are rock solid along with
> the stock appreciating approx. 15% annually. With the combined growth
> and yield, I average about 20% for both shares.]]> http://seekingalpha.com/article/179936-the-best-dividends-for-2010?source=feed#comment-823329 823329 MO) has a 28% stake in SAB Miller, the South African beer company. That stake alone is worth $12 billion or so.]]> Mon, 28 Dec 2009 07:15:50 -0500 MO) has a 28% stake in SAB Miller, the South African beer company. That stake alone is worth $12 billion or so.]]> http://seekingalpha.com/article/152140-philip-morris-international-and-altria-compare-and-contrast?source=feed#comment-606514 606514 Wed, 29 Jul 2009 10:23:28 -0400 http://seekingalpha.com/article/135607-altria-value-play-or-value-trap?source=feed#comment-496550 496550
The incredible pricing power of the Marlboro brand allows the company to fend off tax increases by raising prices on cigarettes. Year over year, cigarette sales are down, but the vast majority of smokers continue to pay any price for Marlboros, and they will continue to do so.

The Master Settlement Agreement has insured that MO will be around for a long time. The company has to exist and be profitable so it can make the payments to the states as mandated by the agreement. The proposed FDA regulation of tobacco will insure that MO maintains its market share and will keep MO as the preeminent tobacco company in the United States.

The annual dividend is $1.28 for this stock, which is trading for around $17. MO has raised the dividend annually for 30 years or so, and at a time when many companies are cutting or eliminating their dividend, I'm willing to bet anyone that MO raises theirs from 8-10% this summer.

If you kept the international unit (PM) after the spin, you will be astounded at the future growth. The dividend of $2.16 for a stock that closed at $41 or so Friday is almost 6%, so that's pretty nice too.

MO has been the core holding in my IRA for many years, and is one reason why I'll be sitting on a beach somewhere enjoying a drink with a little umbrella in it pretty soon.




On May 08 05:13 PM consumeronstrike wrote:

> Here's another thought;
> Sales growth last 5 years for Altria = MINUS 25%]]> Sat, 09 May 2009 07:15:54 -0400
The incredible pricing power of the Marlboro brand allows the company to fend off tax increases by raising prices on cigarettes. Year over year, cigarette sales are down, but the vast majority of smokers continue to pay any price for Marlboros, and they will continue to do so.

The Master Settlement Agreement has insured that MO will be around for a long time. The company has to exist and be profitable so it can make the payments to the states as mandated by the agreement. The proposed FDA regulation of tobacco will insure that MO maintains its market share and will keep MO as the preeminent tobacco company in the United States.

The annual dividend is $1.28 for this stock, which is trading for around $17. MO has raised the dividend annually for 30 years or so, and at a time when many companies are cutting or eliminating their dividend, I'm willing to bet anyone that MO raises theirs from 8-10% this summer.

If you kept the international unit (PM) after the spin, you will be astounded at the future growth. The dividend of $2.16 for a stock that closed at $41 or so Friday is almost 6%, so that's pretty nice too.

MO has been the core holding in my IRA for many years, and is one reason why I'll be sitting on a beach somewhere enjoying a drink with a little umbrella in it pretty soon.




On May 08 05:13 PM consumeronstrike wrote:

> Here's another thought;
> Sales growth last 5 years for Altria = MINUS 25%]]> http://seekingalpha.com/article/135607-altria-value-play-or-value-trap?source=feed#comment-492503 492503 Wed, 06 May 2009 15:01:07 -0400 http://seekingalpha.com/article/135607-altria-value-play-or-value-trap?source=feed#comment-491511 491511
And what about the company's 28% stake in SAB Miller beer?

I agree that PM offers tremendous growth opportunites, and I own both MO and PM. I jettisoned KFT after the spin off, because that was truly the rotting piece of the company. ]]> Wed, 06 May 2009 07:25:46 -0400
And what about the company's 28% stake in SAB Miller beer?

I agree that PM offers tremendous growth opportunites, and I own both MO and PM. I jettisoned KFT after the spin off, because that was truly the rotting piece of the company. ]]> http://seekingalpha.com/article/113642-why-i-pick-on-pfizer?source=feed#comment-348422 348422 ]]> Wed, 07 Jan 2009 09:24:07 -0500 ]]> http://seekingalpha.com/article/103644-not-running-out-to-buy-shares-in-pfizer?source=feed#comment-297835 297835
I realize the Lipitor problem coming in 2011, but I also recognize that the restructuring plan is working and is already saving the company a great deal of money. Getting leaner and more efficient certainly helps margins and can offset revenue loss until another blockbuster comes along.

The pipeline looks reasonably strong, and PFE has 26 billion bucks in the bank.

PFE is not gonna pop back into the twenties or mid-twenties overnight, but I'm happy to collect my dividends until it does. I think it's also a solid holding in these recessionary times.

Good luck to all PFE longs.]]> Tue, 04 Nov 2008 06:47:35 -0500
I realize the Lipitor problem coming in 2011, but I also recognize that the restructuring plan is working and is already saving the company a great deal of money. Getting leaner and more efficient certainly helps margins and can offset revenue loss until another blockbuster comes along.

The pipeline looks reasonably strong, and PFE has 26 billion bucks in the bank.

PFE is not gonna pop back into the twenties or mid-twenties overnight, but I'm happy to collect my dividends until it does. I think it's also a solid holding in these recessionary times.

Good luck to all PFE longs.]]> http://seekingalpha.com/article/86226-earnings-preview-pfizer?source=feed#comment-211833 211833
I agree that PFE must make an acquisition to bolster its pipeline--I think the company is biding its time to weigh all factors and choose the right target. And I think that target won't be a small cap company--I believe that BMY and SGP are likely takeout targets and this fall I think PFE might make a move. Until then, I hope that PFE maintains its market cap and I hope to continue to collect the fat dividend.

Long term, I think PFE is a good place to be.]]> Tue, 22 Jul 2008 17:14:31 -0400
I agree that PFE must make an acquisition to bolster its pipeline--I think the company is biding its time to weigh all factors and choose the right target. And I think that target won't be a small cap company--I believe that BMY and SGP are likely takeout targets and this fall I think PFE might make a move. Until then, I hope that PFE maintains its market cap and I hope to continue to collect the fat dividend.

Long term, I think PFE is a good place to be.]]> http://seekingalpha.com/article/84351-big-pharma-stocks-real-rally-or-just-a-one-day-wonder?source=feed#comment-202051 202051 Thu, 10 Jul 2008 08:08:23 -0400 http://seekingalpha.com/article/70983-pfizer-s-failures-and-fight-for-lipitor?source=feed#comment-136019 136019
The dividend yield is certainly attractive at these levels and for the long term investor, upside share price is almost inevitable.

JMHO.]]> Thu, 03 Apr 2008 12:07:49 -0400
The dividend yield is certainly attractive at these levels and for the long term investor, upside share price is almost inevitable.

JMHO.]]>