Philip Morris International (NYSE:PM)

CAPS Rating: 4 out of 5

The company manufactures and sells cigarettes and other tobacco products in markets outside of the United States.

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All Players

2,831 Outperform
79 Underperform
 

All-Star Players

578 Outperform
13 Underperform
 

Wall Street

22 Outperform
0 Underperform
 

Top PM Bull/Bear Pitches

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

XMFRendezvous (82.01)
Submitted April 22, 2018

Philip Morris has a strong brand portfolio and like it or not sells a sticky product. I think the huge fall due to the IQOS (e-cig) has to be oversold. PM should continue to benefit from strong management and the sustainable advantages that come with… More

HatchingPlans (30.18)
Submitted April 28, 2008

Agriculture is shifting towards corn for ethanol, not only raising food prices but putting a pinch in other kinds of growers. I think tobacco will be hit with fewer growers and lower supplies, causing higher expenses for PM as well as higher prices… More

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Recent Community Commentary

Read the most recent pitches from players about PM.

Recs

0
Member Avatar Movingvolume (26.35) Submitted: 10/15/2018 1:12:41 PM : Outperform Start Price: $84.59 PM Score: -0.65

PM. Smoked at early age. Morris got challenged 1986. 18. Years old. Alchol law as changed from 18 to 21. 1988. Trial lawyers sued to death. Aka maryjane. In 1998 got sued by every state. No money in my pocket for smoking. I was only 12 years old. 911 happened phillip Morris went to 12. Morris changed name to altria's. " revenge upon us". Altria. Revenge. Today Morris's has taxed cigs over 1000%. Got to ask yourself? Trial age? Now beverages! Good lawyer is under the sea.

Recs

0
Member Avatar AnsgarJohn (97.80) Submitted: 10/15/2018 7:17:33 AM : Outperform Start Price: $82.36 PM Score: +1.79

Philip Morris International (NYSE:PM) Why IQOS and not Marlboro heated tabaco products?

Recs

0
Member Avatar Coreydk (< 20) Submitted: 10/12/2018 2:35:02 PM : Underperform Start Price: $81.67 PM Score: -1.84

PMI’s management team has two options to fully utilize its cash on hand:
increase shareholder returns through dividends or double down “foolishly” in pursuit of
its heated tobacco products. Quite simply, PMI’s current approach to the
heated/vaporized tobacco market is ineffective and not in touch with new smoker
preferences. With the recent “success” of JUUL Lab’s JUUL product, investors should
recognize that the marketing business of tobacco has changed. Thoroughly
documented by J. Huang, the lifestyle marketing on tobacco has moved to social media.
In the process of doing so, JUUL has “flipped” the marketing to a brand that is actively
displayed in its virtual community. Unlike the managed image of cowboys, PMI is now
tasked with adapting to the virtual lifestyle of new/nontraditional smokers. Overall, I
would closely watch PMI’s efforts to gain regulatory approval as a reduced risk product,
increased spending in product development/marketing (that will pressure short term
earnings metrics) and an overall emergence of a compelling IQOS advertising
campaign that will satisfy the world’s need for sin (with an addiction that will keep us
hooked).

Desert Island Question

Sell. While it may currently be an attractive price for an industry leading player, I
am skeptical of PMI’s ability to fully develop, market and deploy IQOS as a PMI branded
experience. Marlboro man was not available for comment*

Leaderboard

Find the members with the highest scoring picks in PM.

Score Leader

onehitter

onehitter (87.47) Score: +172.16

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

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
resistanceps3 20.64 7/11/2012 Underperform 5Y $68.93 +21.12% +104.46% +83.33 0 Comment
EmotionalTrader 69.89 6/20/2012 Underperform 5Y $66.69 +25.19% +102.20% +77.00 1 Comment
ContangoandCash 52.06 8/22/2011 Underperform 3M $50.26 +66.11% +141.89% +75.78 0 Comment
lucky4444 64.71 8/13/2012 Underperform 5Y $69.87 +19.50% +95.16% +75.66 0 Comment
bradford86 99.77 1/4/2012 Underperform 1Y $58.39 +42.98% +115.72% +72.74 1 Comment
KlownKollegeGrad < 20 1/6/2012 Underperform 3M $57.41 +45.42% +115.08% +69.66 0 Comment
cilenti75 27.54 3/26/2012 Underperform 1Y $65.07 +28.31% +95.09% +66.79 0 Comment
shop1 94.27 4/14/2008 Outperform 5Y $30.01 +178.25% +113.94% +64.31 1 Comment
Judochop172 < 20 3/1/2013 Underperform 5Y $71.10 +17.43% +81.61% +64.19 0 Comment
swahl90 90.29 4/15/2008 Outperform 5Y $30.13 +177.09% +113.17% +63.91 0 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
TrackBofASec 92.52 3/24/2016 Outperform NS $87.05 -4.09% +35.84% -39.93 0 Comment
TrackJimCramer 85.61 3/14/2016 Outperform 3W $85.67 -2.54% +35.51% -38.05 0 Comment
TrackExaneBNP 35.22 3/8/2016 Outperform NS $83.52 -0.03% +37.67% -37.70 0 Comment
TrackJimCramer 85.61 4/28/2015 Underperform 3W $79.90 +20.71% -4.23% -24.93 3/14/2016 @ $96.44 0 Comment
TrackCowenandCo 79.19 7/11/2014 Outperform NS $70.80 +17.92% +39.84% -21.93 0 Comment
TrackJimCramer 85.61 7/11/2014 Outperform 3W $82.36 +0.63% +7.54% -6.91 4/28/2015 @ $82.88 0 Comment
Anonymous331 35.44 3/3/2014 Underperform 5Y $77.49 +11.98% +11.93% -0.05 11/21/2014 @ $86.78 0 Comment
Anonymous331 35.44 1/6/2014 Underperform 5Y $84.89 -9.37% -3.55% +5.82 2/3/2014 @ $76.94 0 Comment
TrackJimCramer 85.61 12/2/2013 Underperform 3W $82.29 +3.79% +8.91% +5.11 7/11/2014 @ $85.41 0 Comment
tracknomura 95.02 10/11/2013 Underperform NS $78.51 +11.93% +24.00% +12.07 11/30/2015 @ $87.87 0 Comment
TrackPoisedTo < 20 7/23/2012 Outperform 5Y $67.17 +24.31% +104.06% -79.76 0 Comment
TrackZacks < 20 7/18/2012 Outperform 3M $88.59 -3.58% +0.58% -4.15 11/9/2012 @ $85.42 1 Comment
TrackZacks < 20 4/17/2012 Underperform 3M $86.66 -3.08% -5.58% -2.50 6/25/2012 @ $83.99 1 Comment
TrackPoisedTo < 20 12/21/2011 Outperform 5Y $75.52 +17.63% +10.34% +7.29 7/20/2012 @ $88.83 0 Comment
TrackZacks < 20 11/22/2011 Outperform 3M $71.29 +12.84% +12.73% +0.11 2/10/2012 @ $80.44 1 Comment
TrackUltraLong < 20 11/4/2011 Outperform NS $52.27 +59.74% +119.12% -59.38 1 Comment
TrackZacks < 20 9/20/2011 Outperform 3M $67.46 -1.71% +2.01% -3.72 10/18/2011 @ $66.31 1 Comment
TrackZacks < 20 10/21/2010 Outperform 3M $55.85 +19.39% +8.92% +10.47 6/22/2011 @ $66.68 1 Comment
TrackUBS 90.86 3/4/2010 Outperform NS $34.32 +143.27% +144.02% -0.75 0 Comment
TrackWinters 56.64 12/31/2009 Outperform NS $32.99 +153.07% +151.12% +1.95 0 Comment
TrackGoldmanSach 76.52 12/15/2009 Outperform 5Y $33.94 +146.00% +146.08% -0.07 1 Comment
TrackJimCramer 85.61 12/1/2009 Outperform 3W $41.65 +104.24% +62.20% +42.04 12/2/2013 @ $85.07 0 Comment
TrackJimCramer 85.61 3/30/2009 Underperform 3W $35.84 +37.21% +41.26% +4.05 12/2/2009 @ $49.17 0 Comment
TrackPatDorsey < 20 3/20/2009 Outperform 5Y $32.53 +162.56% +80.11% +82.46 11/9/2012 @ $85.42 0 Comment
TrackBarclaysCap 89.15 2/5/2009 Outperform NS $23.91 +249.15% +232.80% +16.35 0 Comment
TrackCreditSuiss 89.03 11/4/2008 Outperform NS $43.19 -16.39% -16.08% -0.30 2/5/2009 @ $36.11 0 Comment
TrackEdwardJones 85.70 10/13/2008 Outperform NS $27.31 +205.69% +197.99% +7.70 0 Comment
TrackWayneRogers 62.23 8/15/2008 Outperform 3M $35.36 +136.12% +117.52% +18.60 0 Comment
TrackCitigroup 89.64 6/25/2008 Outperform NS $32.45 +157.32% +114.94% +42.38 0 Comment
TrackNWQ < 20 6/17/2008 Outperform 1Y $31.88 +161.90% +107.83% +54.08 1 Comment
TrackMuhlenkamp 23.76 6/12/2008 Outperform 1Y $31.45 +165.48% +111.10% +54.38 6 Comments
TrackMichaelBrus 89.82 4/23/2008 Outperform 1Y $32.79 +154.60% +106.63% +47.97 0 Comment
TrackJimCramer 85.61 4/23/2008 Outperform 3W $49.68 -26.06% -42.79% +16.73 3/31/2009 @ $36.73 0 Comment
TrackDavenport 80.96 4/18/2008 Outperform NS $31.84 +162.22% +105.45% +56.76 0 Comment
TrackJPMorgan 86.96 4/16/2008 Outperform NS $43.55 +12.70% -11.26% +23.96 4/30/2010 @ $49.08 0 Comment
TrackTomGayner 87.71 4/10/2008 Outperform NS $30.97 +169.58% +109.01% +60.57 1 Comment
TrackDeutscheSec 86.48 4/1/2008 Outperform NS $31.83 +162.27% +108.81% +53.46 0 Comment
TrackStifel 92.34 4/1/2008 Outperform NS $32.23 +159.08% +112.87% +46.21 0 Comment
TrackChrisDavis 86.92 3/31/2008 Outperform NS $31.90 +161.75% +115.62% +46.13 1 Comment
TrackDreman 20.87 3/31/2008 Outperform NS $31.90 +161.75% +115.62% +46.13 1 Comment

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