NYSE:MO

Altria Group Inc (MO)

72.29
-0.70 (0.96%)
as of Jul 27, 2026, 2:00:46 pm Market Open.
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COMMENT
Split into 2 companies, Altria (MO-N) and Philip Morris International (PM-N). This one owns Philip Morris assets in the US, which is a no growth business however, there is no business in the world that is more profitable than the tobacco business. You would own this one for the dividend yield.
COMMENT
Good dividend. Have taken most of the cigarette assets out of the US so don’t pay for litigation anymore. Selling into Russia and China.
BUY
Legal challenges that they have faced over the last 10 years have been beaten back in most cases. Going to continue to chug along very nicely. Pretty recession resistant.
DON'T BUY
Doesn't own this one because of his stand on ethics. If you are buying something that is swimming upstream in terms of cultural and moral issues, it has to be a consideration.
TOP PICK
World's largest tobacco company. Undergoing another transition and is being broken up in mid-March into Phillip Morris International and Phillip Morris USA. The sum of the pieces is worth a lot more than the combined entity.
TOP PICK
Very compelling catalyst coming up. Will be splitting up into Phillip Morris, which will be all there non-US tobacco operations and Altria will continue as their US tobacco operations. 4% yield.
HOLD
The biggest tobacco company in the world. Has weakened off in recent weeks, which could be due to profit taking.
BUY
Will be spinning out Kraft. There is no better legitimate business in the world than tobacco. Low-cost, addicted consumers and good growth in developing countries.
DON'T BUY
This company makes a lot of money selling cigarettes to the Third World. Not a fan of companies that sell products that kill their customers. There is talk of them spinning off Kraft and he would look at this.
BUY
Doesn’t have the issue of dealing with too much litigation anymore. Feels they should get rid of some of their businesses and become a more pure play. Good price.
DON'T BUY
This has been an overvalued stock. It is where money has been going when escaping from cyclicals. The model price is $69.25 which is a -12% differential.
DON'T BUY
There is a class action lawsuit against this company and other tobacco companies. He believes that it is not worth taking the risk. Does not buy tobacco stocks.
WEAK BUY
Largest tobacco company. Great stock to be in. However, the company is subject to lawsuits and presently there is a class action lawsuit against the whole tobacco industry. There is a short term risk here, so short term investors should stay clear. Long term investors should use this weakness to buy.
HOLD
The biggest tobacco company in the world.
BUY
This is the kind of company that should do well in this kind of market. Tremendous cash flow generation. Solid dividend yields. Very little economic impact. Have had some good rulings over the last little while.
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