FotografiaBasica Article Thesis Altria Group, Inc. (NYSE:MO) has been a strong performer in recent months, driven by an undemanding valuation and a declining rates environment that made it more attractive for income investors. On Thursday, the company announced another dividend increase, keeping the dividend growth story intact. Past Coverage In the past, I have written about Altria Group here on Seeking Alpha. My most recent article is from March 2024, or around five months ago. In that article, I argu ...

GERMANY - 2024/07/28: In this photo illustration, a Kimberly-Clark Corporation logo seen displayed ... [+] on a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesWe believe that Kimberly-Clark stock (NYSE: KMB) is currently a better pick than the tobacco company, Altria stock (NYSE: MO), given its better valuation. The decision to invest often comes down to finding the best stocks within the scope of certain characteristics that s ...

Ivan Pantic/E+ via Getty Images Introduction Altria (NYSE:MO) is currently one of my largest portfolio holdings and a very popular stock amongst dividend investors. And for good reason. The stock has more than 50 years of dividend increases and looks to add to that record soon with another one. The stock has performed well, thanks to growing market share and a seemingly successful venture into the e-vapor category. This is something I have been excited about since the announcement. In this article I dis ...

GorlovWe previously covered Altria (NYSE:NYSE:MO) in May 2024, discussing its mixed performance in the Smokeable/ Smoke-free segments and recommending readers to remain patient given its nascent transition to smoke-free approaches. With NJOY already reporting growing retail share and H2'24 likely to bring forth improved numbers as guided by the management, we had reiterated our Buy rating attributed to its still rich dividend investment thesis and robust support levels of between $40s and $44s - with it ...

Defensive stocks are clearly on everyone’s mind after markets fell dramatically at the start of August. Investors worldwide moved into risk-off mode, fearing that the U.S. economy was about to hit a snag. The sudden increase in unemployment in July was the catalyst that left many worried.Last week’s improvement in jobless numbers has helped soothe nerves for now. However, markets are still trading lower than they were a week ago. This means it may be appropriate to consider which defensive stocks to buy on ...

krblokhin Investment thesis My previous bullish thesis about Altria (NYSE:MO) aged extremely well as the stock delivered a total 16% return since May, compared to +2% demonstrated by the S&P 500 (SPX). Today I want to refresh my thesis as lots of development occurred, and I must share my insights about them. The company's performance is moving in line with the management's strategic initiatives, and the valuation is still very attractive. All in all, I reiterate my "Strong Buy" rating for MO. Recent dev ...

mariusFM77 Altria Group, Inc. (NYSE:MO), through its subsidiaries, manufactures and sells smokable and oral tobacco products in the United States. Its most iconic and recognisable brand is Marlboro. Since the start of the year, MO has generated a total return of 28.2% for its shareholders, significantly outperforming the broader market, which has returned roughly 11% in the same period. Data by YCharts The aim of our article today is to assess whether there is any upside potential left after this price run ...

The stock has one of the highest yields on the S&P 500. How long will it last?Tobacco company Altria Group (MO 1.11%) has been a solid dividend stock for decades. It has not only paid a dividend for years, but it has also been raising its payouts regularly, giving investors plenty of incentive to buy and hold. Altria has been an effective choice for income investors with a long-term strategy.But with sales declining and Altria facing an uncertain path ahead, investors might have growing concerns about the s ...

PM Images2024 hasn't just been good for technology companies able to capitalize on the AI boom, it's also been strong for companies that produce things. Companies of yesterday that are often regarded as boring, including The Coca-Cola Company (KO) and Exxon Mobil Corporation (XOM), are up more than 15% YTD. One of my favorite companies that many investors had written off is having a great year, and I believe it will get better in the 2nd half of 2024. Altria Group (NYSE:MO) has been a battleground stock ...

peshkov MO stock: a hedge against hard landing I last analyzed Altria Group (NYSE:MO) in mid-July. As you can see from the screenshot below, I wrote an article titled "2 Misconceptions About Altria" on July 16, 2024, on MO stock. As the title suggests, the goal of the article was to clarify two common misconceptions surrounding the stock, and I argued why the stock’s upside potential is underestimated because of these misconceptions. More specifically, I explained why: The bears' argument regarding the ...