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Occamsrazor

Occamsrazor
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  • Don't Be Fooled By Yields - A Corporate Finance Lesson Applied To 2 Big Tobacco Companies [View article]
    Thank you for keeping my dividends up and my stock price down.

    PM rises on a wall of worry. This article will go under the "all has been invented file."
    May 16, 2015. 06:46 PM | 2 Likes Like |Link to Comment
  • Philip Morris Is On The Verge Of Breaking Out With The External Environment Getting Better [View article]
    Yup, and as long as it is below a P/E of 20 I will buy. Goes above, I will hold and put new money elsewhere. But I do not sell this one.
    May 15, 2015. 06:24 PM | 1 Like Like |Link to Comment
  • Philip Morris backs guidance at annual meeting [View news story]
    One never gets in trouble for being too Conservative in profit estimates.
    May 14, 2015. 12:01 AM | Likes Like |Link to Comment
  • Philip Morris: Goldman Sachs Had It Wrong [View article]
    Absolutely correct. Remember that ALL these analysts are in the TRADER mentality. They will beat you in short term trades, but they are also incapable of taking a 20 year view.
    May 8, 2015. 06:54 PM | 5 Likes Like |Link to Comment
  • Philip Morris: Goldman Sachs Had It Wrong [View article]
    Indeed. I just LOVE negative reports on PM. Raises my dividend percentages.

    Long term, I expect a 13-15% YOY (with dividends) return on this stock.

    In short, $10,000 invested in 2015 should be, with all dividends reinvested in, say, a Roth---$160 K in 2035. Woops, there it is!
    May 8, 2015. 06:53 PM | 5 Likes Like |Link to Comment
  • Goldman Sachs pulls bear call on Philip Morris [View news story]
    Let me see. I care because....no, I really don't.
    May 8, 2015. 12:35 PM | 2 Likes Like |Link to Comment
  • Phillip Morris: Market Share Gains Across The Board [View article]
    avramin: why do you not support a stock that targets people who shoot up free speech gatherings?

    This stock is very much like buying General Dynamics, except the people it takes out take themselves out by their own hands.
    May 6, 2015. 06:44 PM | 1 Like Like |Link to Comment
  • A Look At Philip Morris International [View article]
    Actual VOLUME of cigarettes sold for PM has LITERALLY INCREASED.
    Apr 29, 2015. 03:54 PM | 6 Likes Like |Link to Comment
  • Never Underestimate Coca-Cola [View article]
    My wife has KO in our taxable portfolio. I look at it, and see a Dividend Aristocrat with a P/E of 25 and a Dividend percentage of 3.25%. I look at CVX and see one with a P/E of 11 and a Dividend return of 3.85%. I have CVX in my taxable and tax deferred portfolio.
    Apr 29, 2015. 03:53 PM | 5 Likes Like |Link to Comment
  • Phillip Morris: Market Share Gains Across The Board [View article]
    See my comments on the Global War on Terror.

    One of the things Victor Davis Hanson notes in his classic work "Carnage and Culture," is that the market can also be a very effective killer of those who oppose it.

    How many people in Indonesia and Russia work to the benefit of ISIS and Iran, hmm?
    Apr 29, 2015. 02:07 PM | Likes Like |Link to Comment
  • Phillip Morris: Market Share Gains Across The Board [View article]
    I am a big fan of taking out people wearing Osama Bin Laden or ISIS T-shirts.

    PM sells not to Americans.
    Apr 29, 2015. 02:04 PM | Likes Like |Link to Comment
  • Phillip Morris: Market Share Gains Across The Board [View article]
    PM is actually a highly eco-friendly company which does Gaia a lot of good.

    It's low carbon footprint is actually meantioned in its company literature.
    Apr 29, 2015. 02:03 PM | Likes Like |Link to Comment
  • Philip Morris: On The Way To New Highs After Blowout Quarter? [View article]
    Buffet will not want the opprobium of owning a tobacco stock.
    Apr 29, 2015. 02:01 PM | Likes Like |Link to Comment
  • Philip Morris: On The Way To New Highs After Blowout Quarter? [View article]
    Like Buy and Hold 2012 says: good companies below 20 P/E ratios.

    i also like dividend aristocrats or predicable gonna bes, like PM.

    Unlike 2012, I must invest to catch my tax deferment deductables. Also concur with Marlboro man.

    The other thing is, due to my politics and pro-American Imperialist views, I am happy MORALLY with this stock given the current geopolitical/demographic situation. As Victor Davis Hanson and William Lind point out, wars can be fought in many different ways.

    I predict this stock will always be around a P/E of 20 or below. I also predict a long term 20 year share return, dividends plus share appreciation, of between 13-15%.
    Apr 29, 2015. 02:00 PM | Likes Like |Link to Comment
  • A Look At Philip Morris International [View article]
    Uh-huh. But Forex counts not at all.

    The actual profit has been climbing at a rate of 9% currency neutral.

    Sorry, article not worth much. Likelihood that Dividend will be cut is nil.
    Apr 29, 2015. 01:54 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
878 Comments
915 Likes