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AG
Alfred Gray
@alfredgray · May 6

Philip Morris - shares on the rise thanks to move beyond conventional cigarettes

  • Stock Growth: Philip Morris International $PM has gained +86% over the past 12 months, largely due to a strategic shift toward alternative nicotine products.

  • Key growth drivers:

    • IQOS (heated tobacco) - growing rapidly in global markets.

    • Zyn (nicotine sachets) - becoming the market leader in oral nicotine, particularly in the US.

  • Dividend outlook: With stable cash flow and growing earnings outside of traditional tobacco, the company has a strong foundation for further dividend increases.

  • Strategy: The company has been successful in diversifying its product portfolio and reducing its reliance on cigarettes - something investors value as a defensive but growth bet.

Osebni pogled člana skupnosti, ne naložbeno priporočilo. Pravila skupnosti

NT
Nigel Thornton @_thornton May 10

If I wanted to invest in a company like that, I'd rather choose $MO. The performance is better and I like the business better too.

AG
Alfred Gray @alfredgray May 13

It can be too :)

BC
Bill Combs @billcombs May 7

Until recently, I had a portfolio of $MO, but I sold the entire position and moved the money into growth stocks.

AG
Alfred Gray @alfredgray May 13

What was the driving force?

CB
Clive Bennett @_clivy May 7

Super stock for some diversification, but the growth doesn't look very interesting to me.

GP
Gareth Preston @gaz_preston May 8

From what I've seen, the growth is really solid. If you look at the $MO growth for this year and add in the dividend, it's awesome.

MS
Malcolm Stokes @stokes_malky May 7

I have $BTI, $MO in my portfolio and I am very happy. The stocks in this sector are rising really nicely right now and when you add the dividend, the performance is great.

TM
Trevor Mills @trev_mills May 8

I totally agree, but the question is whether not to sell and collect some of the profits already.

Uporabljamo nujne piškotke za delovanje spletnega mesta in izbirne analitične piškotke za merjenje uporabe. Preberite naš Pravilnik o zasebnosti.