Universal Corp (NYSE:UVV)

CAPS Rating: 5 out of 5

The Company is a leaf tobacco merchant and processor, based on volumes handled by its subsidiaries and affiliates and has operations in agri-products.

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Member Avatar afewgoodstocks11 (26.19) Submitted: 7/15/2014 1:01:01 PM : Outperform Start Price: $47.93 UVV Score: -8.50

Div. (Yield) $2.04 (3.7%)
Current Yield . . . . . 4.25%

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Member Avatar kkconway (99.24) Submitted: 5/29/2014 3:53:07 PM : Outperform Start Price: $52.83 UVV Score: -2.08

Graham formula

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Member Avatar afewgoodstocks14 (47.41) Submitted: 4/10/2014 3:49:40 PM : Outperform Start Price: $49.61 UVV Score: -5.78

Div. (Yield) $2.04 (3.8%)

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Member Avatar tomfoolme (< 20) Submitted: 2/9/2014 12:31:24 PM : Outperform Start Price: $53.24 UVV Score: -9.91

Tobacco farming
div=3.8%
Total Debt / Equity   0.52
Price Earnings   11.30
Price/Sales   0.52
Price/Book   1.13
Price/Cash Flow   7.00

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Member Avatar OKwarrior (30.12) Submitted: 2/5/2014 5:48:21 PM : Outperform Start Price: $49.27 UVV Score: -4.58

Trading right now at a PE of <10, UVV has declining debt and increasing dividends, just over 4% currently. Naysayers will say that they are an evil company as they promote smoking. I am however of the libertarian persuasion and feel that nary a one of their customers was forced at gunpoint to buy their products. Negative Nancys also point out that smoking is on the decline in the US, but UVV has a big position in China and the rest of SE Asia, where smoking is on the climb.

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Member Avatar sunrizesurfer (38.00) Submitted: 12/4/2013 9:32:44 AM : Outperform Start Price: $49.52 UVV Score: -2.89

Steady growth and high yield.

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Member Avatar panda72 (99.85) Submitted: 12/1/2013 3:37:39 PM : Outperform Start Price: $50.88 UVV Score: -4.56

For now this is a CAPS only pick. I'm waiting for the right combination of cash availability and pricing to get into this one. The yield is sustainable and has been growing every year since basically forever. The tobacco companies need the service UVV provides and it would be enormously expensive and time consuming to develop the thousands of relationships with all the Mom and Pop tobacco farmers this one already has wrapped up in a neat package. This one should outperform as long as nicotine remains one of the most addictive substances on the planet.

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Member Avatar refl3ktor (< 20) Submitted: 10/18/2013 2:25:37 PM : Outperform Start Price: $50.49 UVV Score: -7.86

EPS 5.89, P/S 8.82. It makes money and it's cheap. Good Revenue. BTI is a competitor worthy of consideration.

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Member Avatar flymikefly04 (66.99) Submitted: 8/20/2013 12:07:05 PM : Outperform Start Price: $46.88 UVV Score: -5.56

currently oversold, p/e ~ 8, 4% yield, real purchase

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Member Avatar stonewolf1 (28.04) Submitted: 3/20/2013 5:38:45 PM : Outperform Start Price: $52.43 UVV Score: -25.73

Universal is a theme park and movie company. There theme parks are very well done and there movies are very well done. This stock will due to the liking of the public this stock will slowly but surely will go upwards.

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Member Avatar Marlonito9 (< 20) Submitted: 11/4/2012 8:54:29 PM : Underperform Start Price: $47.05 UVV Score: +25.29

This company will really conquer the S&P 500 performance. This weeks for sure. Let's celebrate.

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Member Avatar mjohare (41.39) Submitted: 9/8/2011 3:56:52 PM : Outperform Start Price: $35.32 UVV Score: -15.20

a dividend winner!

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Member Avatar stratisticalarb (98.84) Submitted: 5/16/2011 5:39:34 PM : Outperform Start Price: $37.29 UVV Score: -4.62

An inexpensive quality business that is very consistenly profitable in an industry that'll stick around. That's pretty much all there is to a long equity investment.

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Member Avatar andy10311031 (< 20) Submitted: 5/15/2011 11:00:18 AM : Outperform Start Price: $37.60 UVV Score: -6.47

Good Finances,P/B &P/E is low, and with a Return on Equity of about 15%, this looks like the perfect buffet/graham stock!

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Member Avatar mulcy (58.83) Submitted: 1/22/2011 6:44:29 PM : Outperform Start Price: $33.20 UVV Score: +5.89

Testing a screen: PE < 10, yield > 3%, 5 stars on caps

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Member Avatar 5SsmallcapDIV (77.22) Submitted: 1/18/2011 10:35:38 AM : Outperform Start Price: $33.52 UVV Score: +5.09

5 STAR, Small-cap, dividend payer

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Member Avatar mukwonago53149 (< 20) Submitted: 1/16/2011 10:46:18 PM : Outperform Start Price: $33.76 UVV Score: +4.36

http://www.fivecentnickel.com/2011/01/10/investing-in-the-dividend-champions/

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Member Avatar zenitram (< 20) Submitted: 11/5/2010 10:16:26 PM : Outperform Start Price: $37.04 UVV Score: -17.64

Solid dividends in a tobacco stock that has no tobacco litigation risk -- because it sells leaf to manufacturers and does not sell to the consumer market. The company is internationally diversified and provides a broad base of services to tobacco farmers.

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Member Avatar btown819 (95.13) Submitted: 7/5/2010 3:24:13 PM : Outperform Start Price: $44.26 UVV Score: -46.90

Soon after I made this call, UVV's stock price tumbled over 10%. Shortly there after, PMI Brazil made a deal to source directly from 17,000 farmers in Brazil, which included taking on 20% of UVV's contracts with the farmers. Alliance One International, is also selling inventory management software and other assets to PMI as part of this deal in addition to some of their contracts. While this business has been highly profitable in the past and will continue to be as long as it remains in tact, I think the business model is under pressure. It is clear that UVV's large customers have impressive clout, demonstrated by their ability to bypass UVV's sourcing services and source with farmers directly. This puts into question the value that UVV provides as a middleman between farmers and tobacco companies. A second risk I see is that 10% or more of UVV's revenues come from three customers (Phillip Morris International, Japan Tobacco, and Imperial Tobacco Group) as of FYE 3/31/10. I do not know the total exposure, but actions by any of those 3 customers to compete with UVV could have a significant effect on UVV's revenue and profits.

UVV's management believes that UVV provides a valuable service to its customers and in the long-term, they will continue to rely on UVV's value-added services rather than choose to compete with UVV. I think this is the million dollar question. If UVV continues to do business as usual with its customers, I think UVV is inexpensively priced today (i.e. 7 PE, 4.7% div yield, 1.1 P/B, etc.). If UVV's customers decide to become competitors (and follow suite with PMI Brazil), UVV may not be "cheap" after all. As growth slows in some of the tobacco markets, UVV's tobacco sourcing business may seem like a logical step for tobacco companies to try to compete in as other growth options disappear. I think UVV's current valuation ($39.68/share) prices in some of that risk... but time will tell for sure.

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Member Avatar Thundercat79 (< 20) Submitted: 6/25/2010 1:26:34 PM : Outperform Start Price: $33.04 UVV Score: -21.22

Unreasonable sell off after late may analyst downgrade. Strong yield and low P/E and P/B, tobacco is evil but profitable...

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