Altria Group, Inc. (NYSE:MO)

CAPS Rating: 4 out of 5 78.06

The parent company of Philip Morris USA, Altria controls much of the U.S. tobacco market with Marlboro, Parliament, and other brands.

Caps

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All Players

8,691 Outperform
343 Underperform
 

All-Star Players

1,758 Outperform
49 Underperform
 

Wall Street

22 Outperform
1 Underperform
 

Top MO Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

starz188TEST (75.66)
Submitted August 13, 2014

Part of a screener test. I looked at 4-5 star stocks, with a dividend yield above 2.5%, gross margins above 25%, price 0-50% below 52-week high, with 3-year EPS of 5+, P/E < 40. These are all interesting PEGY plays for me.

DeathStock (95.91)
Submitted January 24, 2019

FDA crackdown on Juul and vaping. Short term pain.

MO VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about MO.

Recs

0
Member Avatar devarshr (59.48) Submitted: 2/18/2019 6:44:05 PM : Outperform Start Price: $48.82 MO Score: +4.53

- JUUL investment (vaping industry)
- CRON investment (cannabis industry)
- Partnership with Phillip Morris on heat not burn products
- High free cash flow

Recs

0
Member Avatar XMFRendezvous (94.49) Submitted: 2/13/2019 1:17:18 PM : Outperform Start Price: $45.69 MO Score: +6.95

Evil cigarette maker Altria has drifted down to a pretty attractive 8X earnings with a 7% dividend yield.

Altria is uber profitable and has been historically a great capital allocator. That notion was called into question when Altria paid 40x sales for 35% of Juul and the stock sold off about 20%. This acquisition while pricey, this was not worth a 20% drop in the stock. The nice thing about being a public investor here is that I can take advantage of this overreaction and get more value from the drop in share price that was maybe destroyed by the acquisition.

As a non-smoker and non-vaper I am unsure where the vape market is headed. Juul is now hands down the richest in the industry and has a reconcilable brand, although I am not sure it is a strong brand. Who knows if it will work out. I just know I basically just got that exposure for free.

Altria has managed decling sales for decades and yet shareholders have done incredibly well. Depending of how exactly you measure it, Altria is the best preforming stock of all time. Morgan Housel told me his first Fool article was about Altria. He talked about part of the reason people has done well with this stock is because it has stayed pretty cheap because people hate cigarette companies and you have gotten a great dividend for a cheap share price along the way for years.

This is something I bought in my IRA for an avg price of $45/share, clicked reinvest dividends and will likely let it ride for years.

As a Richmonder (where Altria is headquartered) I have had a lot of time to think about where Altria fits into my moral philosophy. That's a long conversation, ill just say I think when you consider stakeholder theory and liberalism, im okay with it.

Recs

0
Member Avatar TMFVolkman (65.07) Submitted: 1/30/2019 2:02:00 PM : Outperform Start Price: $47.08 MO Score: +4.82

Cigarettes might be yesterday's habit, but apparently someone forgot to tell Altria. The company is still a mighty profit- and cash-generating machine, and it's stepped boldly into new and complimentary market segments. Also, that dividend is extremely juicy right now.

Leaderboard

Find the members with the highest scoring picks in MO.

Score Leader

mcmartinson

mcmartinson (< 20) Score: +459.53

The Score Leader is the player with the highest score across all their picks in MO.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
TMFMELVINTUCKER < 20 4/24/2006 Outperform 3W $8.81 +484.78% +127.95% +356.83 0 Comment
TMFLucky11 99.78 5/16/2006 Outperform 5Y $8.81 +484.78% +131.62% +353.16 3 Comments
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. GW1000 94.29 6/15/2006 5/5/2016 Outperform 5Y $8.77 +487.56% +141.00% +346.55 0 Comment
TMFStockPick06 86.36 5/23/2006 Outperform 1Y $8.90 +478.88% +134.74% +344.14 1 Comment
crosseyed7 < 20 6/7/2006 Outperform 1Y $8.97 +474.05% +134.74% +339.31 1 Comment
medeaschild 46.39 5/31/2006 Outperform NS $8.98 +473.65% +136.06% +337.59 0 Comment
Alekhine8 50.99 9/26/2006 Outperform 3Y $9.39 +448.46% +123.14% +325.32 0 Comment
Syrhc < 20 10/4/2006 Outperform 3W $9.48 +443.54% +122.39% +321.14 0 Comment
jettrey < 20 10/3/2006 Outperform 3Y $9.49 +442.96% +121.93% +321.04 0 Comment
hannibal151 52.44 10/4/2006 Outperform 5Y $9.49 +442.81% +122.67% +320.14 1 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackRBCCapMkts 87.14 4/30/2018 Outperform NS $54.44 -5.40% +4.45% -9.84 0 Comment
TrackJimCramer 85.34 1/22/2015 Outperform 3W $46.35 +11.12% +35.44% -24.32 0 Comment
TrackJimCramer 85.34 11/10/2014 Underperform 3W $49.36 +10.75% +1.04% -9.71 1/22/2015 @ $54.66 0 Comment
TrackBofASec 92.13 9/26/2014 Outperform NS $38.06 +35.30% +41.91% -6.61 0 Comment
TrackStifel 91.98 9/8/2014 Outperform NS $35.97 +43.17% +38.93% +4.24 0 Comment
TrackCowenandCo 77.74 7/11/2014 Outperform NS $36.09 +42.71% +42.26% +0.45 0 Comment
TrackJimCramer 85.34 7/11/2014 Outperform 3W $42.92 +16.21% +3.75% +12.46 11/10/2014 @ $49.87 0 Comment
TrackJimCramer 85.34 1/30/2014 Underperform 3W $34.49 +25.91% +9.70% -16.21 7/11/2014 @ $43.43 0 Comment
TrackPoisedTo < 20 7/10/2012 Outperform 5Y $26.59 +93.69% +105.23% -11.54 0 Comment
TrackZacks < 20 1/27/2012 Underperform 3M $27.76 +15.01% +6.33% -8.69 4/26/2012 @ $31.93 1 Comment
TrackUltraLong < 20 11/2/2011 Underperform NS $19.73 +161.02% +125.42% -35.60 1 Comment
TrackDavenport 85.16 8/10/2011 Outperform NS $17.65 +191.83% +142.18% +49.65 0 Comment
TrackStifel 91.98 7/29/2011 Outperform NS $25.78 +12.00% -4.87% +16.87 12/14/2011 @ $28.87 0 Comment
TrackZacks < 20 5/10/2011 Outperform 3M $26.79 -0.73% -1.02% +0.28 7/21/2011 @ $26.59 1 Comment
TrackJimCramer 85.34 12/8/2010 Outperform 3W $20.44 +72.91% +45.38% +27.53 1/30/2014 @ $35.35 0 Comment
TrackJimCramer 85.34 11/9/2010 Underperform 3W $25.58 -4.61% +1.37% +5.99 12/9/2010 @ $24.40 0 Comment
TrackZacks < 20 10/20/2010 Underperform 3M $24.18 +8.15% +12.92% +4.77 4/20/2011 @ $26.15 1 Comment
TrackBarclaysCap 88.91 9/23/2010 Outperform NS $15.97 +222.43% +146.46% +75.97 0 Comment
TrackPatDorsey < 20 9/25/2009 Outperform 5Y $14.63 +115.19% +32.27% +82.92 11/9/2012 @ $31.48 0 Comment
TrackZacks < 20 7/22/2009 Underperform 3M $16.14 +22.50% +14.32% -8.18 6/24/2010 @ $19.77 1 Comment
TrackJimCramer 85.34 7/15/2009 Outperform 3W $15.47 +65.36% +30.40% +34.96 11/10/2010 @ $25.58 0 Comment
TrackJimCramer 85.34 6/2/2009 Underperform 3W $16.80 +0.28% -1.68% -1.96 7/15/2009 @ $16.85 0 Comment
TrackJPMorgan 86.78 12/15/2008 Outperform NS $13.87 +52.74% +33.46% +19.27 4/30/2010 @ $21.19 0 Comment
TrackFortune2009 < 20 12/11/2008 Outperform 1Y $8.81 +484.52% +228.29% +256.23 0 Comment
TrackCitigroup 91.85 6/25/2008 Outperform NS $12.26 +320.02% +118.65% +201.37 0 Comment
TrackChrisDavis 91.74 6/3/2008 Outperform 1Y $12.57 +309.77% +107.81% +201.97 1 Comment
TrackTomGayner 89.85 4/10/2008 Outperform NS $12.33 +317.54% +112.62% +204.92 1 Comment
TrackStifel 91.98 2/13/2008 Outperform NS $18.54 +27.66% -17.18% +44.84 9/23/2010 @ $23.67 0 Comment
TrackUBS 92.09 10/22/2007 Outperform NS $12.03 +327.95% +96.46% +231.50 0 Comment
TrackWinters 49.36 9/30/2007 Outperform NS $20.58 +0.89% -16.48% +17.37 8/27/2008 @ $20.76 2 Comments
TrackDodgeCox 93.15 9/30/2007 Outperform NS $11.88 +333.36% +91.68% +241.68 2 Comments
TrackBrandes < 20 9/30/2007 Outperform NS $68.14 +9.75% -4.17% +13.93 12/31/2007 @ $74.78 1 Comment
TrackNWQ < 20 9/30/2007 Outperform NS $11.88 +333.36% +91.68% +241.68 2 Comments
TrackHAndW 86.29 9/30/2007 Outperform NS $19.09 -14.79% -39.96% +25.17 6/18/2009 @ $16.27 2 Comments
TrackDreman 35.05 9/30/2007 Outperform NS $11.88 +333.36% +91.68% +241.68 2 Comments
TrackMuhlenkamp 36.64 9/30/2007 Outperform NS $20.58 +2.11% -14.86% +16.96 8/29/2008 @ $21.01 2 Comments
TrackEveillard 94.14 9/30/2007 Outperform NS $11.88 +333.36% +91.68% +241.68 1 Comment
TrackZacks < 20 7/2/2007 Underperform 3M $21.04 +4.73% -8.49% -13.22 6/2/2008 @ $22.03 2 Comments
TrackAGEdwards < 20 4/2/2007 Outperform NS $16.79 +6.25% +8.37% -2.12 6/1/2007 @ $17.84 0 Comment
TrackGaryBSmith 91.63 3/17/2007 Outperform 3W $14.13 +264.42% +113.04% +151.38 0 Comment
TrackMatrix < 20 3/16/2007 Outperform NS $14.45 +117.87% -0.89% +118.76 4/17/2012 @ $31.49 0 Comment
TrackDeutscheSec 85.75 3/6/2007 Outperform NS $10.41 +394.49% +113.49% +281.01 0 Comment
TrackCharlesPayn < 20 3/2/2007 Outperform 3M $13.97 +268.57% +113.65% +154.92 0 Comment
TrackFortune2007 60.36 12/20/2006 Outperform 1Y $10.71 +381.05% +108.52% +272.53 0 Comment
TrackAGEdwards < 20 10/26/2006 Outperform NS $62.02 -7.89% -3.35% -4.54 9/26/2006 @ $57.13 0 Comment
TrackCreditSuiss 88.83 10/20/2006 Outperform NS $15.80 +13.01% -22.48% +35.48 9/21/2009 @ $17.86 0 Comment
TrackJimCramer 85.34 3/9/2006 Outperform 3W $14.90 +14.93% -25.70% +40.62 6/3/2009 @ $17.12 0 Comment
TrackFortune2006 57.34 1/3/2006 Outperform 1Y $9.27 +455.69% +135.82% +319.87 0 Comment

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