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gmansour

gmansour
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ABT, DTV, GE, INTC, KMI, KO, LO, MCD, MDLZ, MO, MT, PEP, PFE, PM, RAI, T, VZ, X
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  • Altria's Holding In SAB Is Worth More Than You Think [View article]
    The following question is about the often quoted issue of "Huge tax liability" to MO if it sold its stake in SABMiller Beer. MO is a US based company, SABMiller Beer is a UK based company. The question is are MO tax liabilities the same regardless if SABMiller were head-quartered in the US or in a foreign country like the UK?
    Aug 8 02:06 PM | Likes Like |Link to Comment
  • Is Reynolds American Or Altria The Best Fit For Your Dividend Portfolio? [View article]
    MO receives $450million in dividends from its investment in SABMiller which the company, most likely, distribute to its shareholders.
    Jul 28 01:50 PM | Likes Like |Link to Comment
  • Will General Electric Finally Deliver Or Keep Frustrating Investors? [View article]
    T has 5Billion outstanding shares, GE 10Billion. T has close to $80Billion in long term debt. GE has close to $300B. T P/E-ratio is 10, GE is 20. T dividends are 1.824/shares and will be increased every year. GE dividends are $0.88/share. Without DTV acquisition, T revenues are the same as those of GE around $132B. Why would anybody want to buy GE shares and not T shares?
    Jul 27 09:54 PM | Likes Like |Link to Comment
  • Will General Electric Finally Deliver Or Keep Frustrating Investors? [View article]
    GE business plan is like a mutual fund. One stock goes higher the other goes lower and at the end of the year you stands where you started which means no growth. Statisticians should calculate when all GE subsidiaries would be profitable at the same time.
    Jul 22 10:46 PM | Likes Like |Link to Comment
  • Do Altria's 2nd Quarter Earnings Make It A Buy? [View article]
    Slow Growth? I bought MO shares in 1997 after the lawsuits started and MO share price plunged from $50 to $20. In January 2007 MO share price was more than $92. The spin-offs of KFT and PM followed in 2007 and 2008 and MO share price was $22 in 2008 after the spin-offs. It dropped to $15 in March 2009 when the market crashed and now it is $42 and the speculations about the SABMiller Beer holding spin-off keep getting stronger. Because of the above I am going to keep my 126000 shares of MO and will continue to accumulate AT&T and later VZ shares from MO dividends.
    Jul 22 10:39 PM | 2 Likes Like |Link to Comment
  • Update: Altria Group Earnings - Entering The E-Cigarette Market In A Big Way [View article]
    RAI was forced to sell its Blu e-cig to Imperial tobacco in order to entice Imperial to buy RAI other brand cigarettes like Winston, Salem, Kool and Mavrick for $7 Billion. RAI needs the cash to close the deal of buying LO.
    Jul 22 10:03 AM | Likes Like |Link to Comment
  • Phillip Morris: Will Collateral Damage From Reynolds American Judgment Create Opportunity? [View article]
    The jury who reached this $23.6 Billion verdict defeated itself when it said "We want to send a message". This is none of its business, laws are drafted issued and approved by state and federal government law-makers. The right decision for all judges who handle tobacco or similar products lawsuits is to ban the use of the word "Addictive" in the litigations. Is there anything in life that is not addictive?
    Jul 21 10:49 AM | 4 Likes Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    Every August 25 of every year MO has been increasing its dividends for the 48 years and this next month will not be different than all previous Augusts simply because MO profits this year are going to be higher than last year.
    Jul 20 02:41 PM | 1 Like Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    E-cig will add new smokers such as who quit cigarette smoking in the past and new ones who never smoked but they find smoking harmless e-cig cool. The most repulsive word that one can read is "Addictive". What is this and is there anything in life that is not addictive from cars to alcohol, to chocolates, to computers to sex etc. etc. etc. Why this word is used in a negative way only against tobacco companies? More people die from drinking and driving, gun wounds and knife stabbings than from smoking a harmless cigarette, half of it is a filter.
    Jul 20 02:36 PM | Likes Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    I bought many MO shares in 1997 shortly after the states filed lawsuits against tobacco companies asking compensations for money spent treating sick smokers. I kept reinvesting the dividends and buying more shares of MO on dips, like in 2003 when a judge approved the class action lawsuit in the "Light" case and in March of 2009 when the market crashed and MO share price dropped to $14.75. Now I sit on 126000 shares of MO after receiving shares of KFT and PM spin-off and selling them and buying more of MO. Now I am trying to find another wealth-building stock like MO to start buying its shares from MO dividends. I looked at T, MDT, MRO, MSFT, TRN, ADM, ORCL but all are expensive. Do you have one?
    Jul 18 02:00 PM | 1 Like Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    The tobacco industry is able to fight back all these so called regulations by introducing other products such as smokeless, e-cig and these chewing gum-like pills. Banning smoking in restaurants and office buildings is meaningless and should not even be mentioned. Smokers just go outside and enjoy smoking their cigarettes in fresher air and more private places and extra 5 minutes of break. Such bans increase cigarette consumption and not the other way. So if cigarette sale drops, companies will reduce the labor force and shrink slightly to stay profitable. Next month MO will increase its dividends to $2.08/share from $1.92 and if the increase is larger the share price will jump higher.
    Jul 17 01:24 PM | 3 Likes Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    The reason MO spun-off PM and KFT was to reinvent itself. These moves helped MO to enter the slow growing smokeless and wine businesses. In addition it has a cigar, financial e-cig and Beer divisions. By the logic of the writer of this article KO, PEP, MCD, YUM. BWK and many more should be on his sell list. If you examine Warren Buffet portfolio of stocks you notice he has a big portion of his holdings in consumer staple companies like KO, MDLZ, KRFT, WMT, HNZ etc. In short this writer is recommending investors to move out of consumer staple stocks.
    Jul 17 01:16 PM | 2 Likes Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    If the word "decline" is the reason to sell MO shares, then the sell should start with MSFT which is under attack from GOOG, HP, AAPL, IBM, steep decline in PC purchase, way behind in mobility etc. etc. yet its share price keeps rising. Apparently we are missing something. LO which is less than one quarter of MO was sold for $27.8 Billion to RAI. MO, excluding its SABMiller Beer holding, should be worth at least $100Billion which means MO share price should be around $51. The "decline" in sale is across the board at all companies and this why we see companies buying back their shares in order to increase earnings per share and for the same purpose we keep hearing about massive lay-offs.
    Jul 17 01:05 PM | 3 Likes Like |Link to Comment
  • Time To Part Ways With Philip Morris As The Investor Day Presentation Fails To Inspire Confidence [View article]
    The world's richest man, Carlos Slim Helu, sits on PM board. If things are as bad as the writer describes, Helu would be the first to run away from PM. When MO spun-off PM I received 18000 shares. I am glad that I sold them and put the money in MO just because MO pays higher dividends.
    Jul 9 10:07 PM | Likes Like |Link to Comment
  • How To Prepare For The Upcoming Correction [View article]
    Put your money in MO, T, VZ, GE and snore in heavenly peace.
    Jul 7 12:51 AM | Likes Like |Link to Comment
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378 Comments
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