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West Wing Report's Paul Brandus

West Wing Report's Paul Brandus
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  • Altria: Accumulate This Cash Cow And Enjoy A 5.5% Dividend Yield [View article]
    You seemed to rapidly skip over a key - and ominous fact - "Marlboro cigarette volume decreased by 6.7% versus the prior year's period, Philip Morris USA's other premium brand volumes declined by 10.9%." Growth in lower-margin products are unlikely to make up for these once valuable brands. As a shareholder for the past 26 years, I have profited enormously - but have been gradually lowering my exposure. Good yield. Declining underlying business. MO's debt is also on the rise, which you failed to mention. Also, your comment "I do not believe that the company will skip a beat with its new Chairman and CEO Martin Barrington" has no analysis attached and seems more an expression of wishful thinking.
    Oct 8 07:27 AM | 12 Likes Like |Link to Comment
  • Low volatility may be here to stay, argues BNP's Gerry Fowler, the result of an "extreme" risk-on, risk-off environment where investors sit on their hands until some central banker or government official utters something. The resulting high volatility on just a few days makes all other trading sessions snoozers. It's enough to drive even Louis Bacon to the golf course. [View news story]
    Uncertain election. Fiscal cliff. Unresolved European crisis. Possible war with Iran. China slowing quickly. Can't imagine that low volatility is here to stay.
    Sep 6 07:01 PM | 1 Like Like |Link to Comment
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