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  • Can Altria Afford Raising Its Dividend? [View article]
    MO outstanding shares are 1.96 Billion and not over 2.0 Billion. RAI which has only 50% of MO revenues has lower outstanding shares but almost 50% more debt. A special dividend is a possibility. What would MO do with the money, buy a stake in Miller/Coors, reduce debt or special dividends?
    Nov 29, 2015. 01:42 PM | 3 Likes Like |Link to Comment
  • Is AT&T A Good Holding For Dividend Growth Investors? [View article]
    You are better off putting your money in any major oil company such as RDS-A because it pays 7.81% and eveybody knows that oil prices will not stay low for years. If oil price climbs from $41/ barrel to $50/barrel RDS-A share price will increase from 48.3 to $55 or higher. Another stock that has a high potential of appreciation and safety is RAI, it pays dividends and every year increases them.
    Nov 14, 2015. 03:37 PM | Likes Like |Link to Comment
  • AT&T: The Most Boring Stock On Earth? [View article]
    Buy AT&T in your IRA and from its dividends buy shares of RAI. You can also put all your money in RAI. Per the Value Line RAI is rated 2 for safety and T has the highest rating of 1.
    Nov 14, 2015. 02:38 PM | 1 Like Like |Link to Comment
  • Bubble Trouble? Reasons This One May Go Up In Smoke [View article]
    MO share price is going to the mid 60s and not to the mid or low 40s. Put all your money in MO stock for dividend income, appreciation and safety. I used to have 150k shares of MO and made the biggest mistake of listening to the "diversification" preachers so I sold 28k of MO and bought 48k of T at 33.85 and 9k of RDS-A at 48.16. If I kept all 150k of MO I would be ahead. Now I sit only on 115k of MO and when the prices are correct I will sell all T and RDS-A and go back to my beloved MO.
    Oct 20, 2015. 11:40 AM | Likes Like |Link to Comment
  • Please, Do Not Buy Altria Now [View article]
    Hopefully nobody took this advice "Please do not buy Altria shares". When the author made this recommendation MO share price was $53 or $53 now it is close to $59 and the bid price $58.7 and the ask price is $62.
    Oct 17, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Anheuser-Busch InBev Finally Lands SABMiller [View article]
    This means MO will be getting 207.8 million shares of ImBev and more than $2.44 Billion in cash. If MO decide to distribute the cash to its shareholders ech share holder will receive around $1.24/share. Hopefully MO would use the money to buy more shares of ImBev/Bud or to buy a stake in Miller/Coors or to reduce its long term debt.
    Oct 16, 2015. 12:11 PM | Likes Like |Link to Comment
  • Altria: A Key Player In The Beer Mega-Merger [View article]
    Would MO consider investing in Miller/Coors which will be sold to Coors if the ImBev/SABMiller merger occurs? Some reports say that KO or DEO are looking at this meger.
    Oct 6, 2015. 11:38 PM | 1 Like Like |Link to Comment
  • Please, Do Not Buy Altria Now [View article]
    Tobacco is the most profitable type of business and will continue to be this way. MO profit margin is over 50%. In addition MO can raise the price of a pack of cigaretted indefinetly without the consumers feeling the impat of the increase. MO sells more than 6.5B packs of cigarettes annually and it can increase the price per pack by 2 -3 cents annually to generate the money for the annual dividend increase. In addition it receive $1Billion in tax free dividends from its investment in SABMiller Beer and more than $135m from its wine operation and profit from its financial division etc.etc.etc. So keep MO shares for your grandchildren education.
    Sep 24, 2015. 03:30 PM | 2 Likes Like |Link to Comment
  • Altria And Philip Morris International: Made For Each Other? [View article]
    "Foreign government suits against PM" apparently is highly unlikely otherwise it would have started at the same time when suits against the US tobacco industry started 19 years ago. In addition the mentality of suing in the old countries is totally different than that in the US. In the US the main purpose of suing is lawyers pockets and not justice.
    Sep 22, 2015. 11:29 AM | Likes Like |Link to Comment
  • Altria And Philip Morris International: Made For Each Other? [View article]
    In an article it was mentioned that MO income from SABMiller is tax-free because SABMiller headquarter is in the UK and because of an agreement between the US/UK and the article mentions that if the merger happens AB-Imbev will move its headquarter fro Belgium to the UK. Per a Barron's article the US beer operation of SABMiller which is Miller/Coors is worth $9B to $13B which is less than half of MO stake in SABMiller.
    Sep 21, 2015. 10:55 AM | 3 Likes Like |Link to Comment
  • Odds raised for successful MegaBrew deal [View news story]
    This week's Barron's magazine has an article about Miller/Coors and that Molson Coors is the most likely buyer. The article gives the price of Miller/Coors at $9B to $13B which is less than half MO investment in SABMiller Beer.
    Sep 20, 2015. 12:57 PM | Likes Like |Link to Comment
  • Odds raised for successful MegaBrew deal [View news story]
    In 2005 MO sold Miller Beer to SAB for $3 or $5 Billion and received around 36% of the new company SABMiller. MO share of SABMiller has dropped to 27% because SABMiller has acquired additional beer companies around the world and paid in SABMiller stock for the acquistions. I am not sure how and when Molson Coor got involved with SABMiller and how Miller/Coors was created with SABMiller owning 58% of the venture. MO can puts its wine operation under Miller/Coors or under A-B/SAB and receive a large share in either company.
    Sep 19, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Odds raised for successful MegaBrew deal [View news story]
    The end game will be MO and Coors owning MillerCoors and MO has 5%-10% of ImBev-SAB. In the past MO has said that it was open to the idea of selling its stake in SABMiller Beer. Does this mean that Beer is not highly profitable or was seeing little growth in SABMiller?
    Sep 18, 2015. 12:41 PM | Likes Like |Link to Comment
  • Odds raised for successful MegaBrew deal [View news story]
    There has not been news in the past year that MO has increased its stake in SABMiller. MO owns 440 million shares of SABMiller.
    Sep 18, 2015. 12:36 PM | Likes Like |Link to Comment
  • Anheuser-Busch InBev rocks the food and beverage sector [View news story]
    If the frequent reports about declining tobacco consumption in the US are true then MO would have to do something to grow its revenues. What about teaming up with DEO and make a counter bid for SABMiller? DEO is a food and liquor company in the UK. MO is a tobacco, wine and a large investment in SABMiller Beer. Until 2007 KFT/ MDLZ was a subsidiary of MO.
    Sep 16, 2015. 11:14 AM | 1 Like Like |Link to Comment