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These 2 Blue Chip Stocks Just Declared Dividend Raises. Should You Buy 1 or Both?
The Motley Fool· 2025-10-05 08:24
Group 1: Honeywell - Honeywell declared a 5% increase in its quarterly dividend, raising it to $1.19 per share [4] - The company is undergoing a significant transition, splitting into three separate entities: Solstice Advanced Materials, Honeywell Automation, and Honeywell Aerospace, with the first split expected by the end of this year [5] - In its last reported quarter as a single entity, Honeywell achieved an 8% year-over-year revenue growth, reaching $10.4 billion, while GAAP net income increased marginally to almost $1.6 billion [6] - The company raised its revenue and profitability guidance for full-year 2025, driven by high demand for aerospace components and maintenance offerings [7] - The new dividend will be paid on December 5 to investors of record as of November 14, yielding just under 2.3% at the most recent closing share price [8] Group 2: Philip Morris International - Philip Morris International announced a 9% increase in its quarterly dividend, raising it to $1.47 per share, continuing its streak of annual dividend raises since 2009 [10] - The company reported a 15% year-over-year increase in sales of its "smoke-free" products, totaling $4.2 billion, while traditional cigarette sales rose by 2% to $6 billion, leading to total revenue of over $10 billion, a 7% gain [12] - Net income saw a significant boost of 25%, exceeding $3.1 billion, prompting management to raise bottom-line guidance for 2025 [13] - Despite the positive results, there is concern as cigarette shipments declined by 1.5%, indicating potential challenges in maintaining growth from traditional products [14] - The enhanced dividend is set to be paid on October 20 to stockholders of record as of October 3, yielding a theoretical 3.6% at the current share price [15]
High Tide (NasdaqCM:HITI) Conference Transcript
2025-09-17 15:02
High Tide Conference Call Summary Company Overview - **Company Name**: High Tide (NasdaqCM: HITI) - **Ticker**: HITI on NASDAQ since 2021 and TSX Venture Exchange since 2018 - **Main Operating Company**: Canna Cabana, the largest retail cannabis brand in Canada with over 207 stores [2][3] Financial Performance - **Trailing Revenue**: Approximately CAD 683 million, including recent acquisitions [2] - **Adjusted EBITDA**: CAD 58 million, with a pro forma trailing adjusted EBITDA multiple of 8.8 times [3] - **Same-Store Sales Growth**: Up 137% since October 2021, compared to a 2% decline for peers [4][14] - **Market Share**: 12% in the five provinces of operation, with a target to reach 15% [4][15] - **Revenue per Square Foot**: CAD 1,735, outperforming many blue-chip retailers [5][16] - **Free Cash Flow**: Generated CAD 4 million in July 2023, five months ahead of schedule [25][26] Recent Developments - **Acquisition**: Acquired 51% of Ramexian Pharma, a leading medical cannabis importer in Germany, for €26.4 million [19] - **Market Expansion**: Entering the German market, which has seen a significant increase in patient counts from 250,000 to 900,000 [20][21] - **Growth in German Cannabis Imports**: Annualized imports increased from CAD 30-40 million to CAD 300 million post-reclassification of medical cannabis [23] Strategic Insights - **Retail Strategy**: Focus on smaller, efficient store sizes (1,200 to 1,500 square feet) rather than larger stores [9][18] - **Loyalty Program**: 2.15 million loyalty members, with 115,000 ELITE members paying CAD 35 annually for additional discounts [4][12] - **Consumer Preferences**: Pre-rolls and dried flower account for about two-thirds of sales, with vapes at 22% [7][8] Market Context - **Canadian Cannabis Market**: Legalized in October 2018, now a CAD 5.5 billion market, with Canna Cabana's operations in a CAD 4.5 billion retail market [6] - **Competitive Landscape**: Canna Cabana's average store revenue significantly exceeds that of peers, with Alberta stores averaging CAD 2.3 million and Ontario stores over CAD 3.1 million [14][15] Future Outlook - **Store Growth**: Targeting to exceed 300 stores, with plans to open 20-30 new stores annually [27] - **Vertical Integration**: Exploring opportunities in cannabis accessories and white-label products, though full vertical integration is limited by regulations [34][36] - **International Expansion**: Monitoring other European markets (UK, Poland, Czech Republic, Switzerland) for potential entry [32] Key Takeaways - High Tide is positioned as a leading innovative retailer in the cannabis space, with strong financial metrics and growth potential in both Canada and Germany [41] - The company is leveraging its retail relationships to capitalize on the growing medical cannabis market in Germany, aiming for significant market share [42]
Top Cannabis Stocks This Week: Market Trends, Chart Setups, and Risk Strategies
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-08-24 14:00
Industry Overview - The U.S. cannabis industry is rapidly expanding, with legal sales reaching nearly $30 billion in 2024 and projected to surpass $45 billion by 2028, driven by increased state legalization and changing consumer demand [1][3] - Federal rescheduling discussions are ongoing, with lawmakers considering moving cannabis to Schedule III, which could enhance banking access and reduce tax burdens [1][3] Key Companies - Green Thumb Industries Inc. (GTBIF), Curaleaf Holdings Inc. (CURLF), and Verano Holdings Corp. (VRNOF) are highlighted as top stocks to watch, each operating numerous dispensaries and possessing significant cultivation capacity [4][6][27] Green Thumb Industries Inc. (GTBIF) - Green Thumb operates over 90 dispensaries, primarily in Illinois, Pennsylvania, and Ohio, and is recognized as a vertically integrated operator with control over cultivation, processing, and retail [5][7] - The company reported quarterly revenue exceeding $275 million, maintaining profitability and showing resilience despite challenges in competitive markets [9][11] - Green Thumb's financials indicate improved margins due to higher retail sales and efficient operations, with stable debt levels enhancing financial flexibility [10][11] Curaleaf Holdings Inc. (CURLF) - Curaleaf operates over 140 dispensaries across more than 15 states, with a strong presence in Florida, New York, New Jersey, and Arizona [12][15] - The company posted quarterly revenue above $330 million, confirming its status as the largest revenue generator among U.S. cannabis companies, while also reducing operating losses [16][18] - Curaleaf's aggressive acquisition strategy and focus on high-demand markets position it as a competitive player in the industry [15][19] Verano Holdings Corp. (VRNOF) - Verano operates more than 140 dispensaries, primarily in Florida, New Jersey, and Illinois, and emphasizes customer experience and premium store design [19][21] - The company reported quarterly revenue of around $235 million, with positive adjusted EBITDA and improved operating income due to reduced expenses [24][25] - Verano's ongoing expansion and financial discipline, along with manageable debt levels, make it a significant competitor in the U.S. cannabis market [26][27]
Organigram (OGI) - 2025 Q3 - Earnings Call Presentation
2025-08-13 12:00
Financial Performance - Record gross revenue of $110.2 million, a 73% increase year-over-year and a 7.2% sequential increase[86] - Record net revenue of $70.8 million, a 72% increase year-over-year and a 7.9% sequential increase[86] - Adjusted EBITDA of $5.7 million, a 64% increase year-over-year and a 16% sequential increase[86] - International revenue reached $7.4 million, a 208% increase year-over-year and a 21% sequential increase[86] - Free cash flow was $5.0 million, compared to ($4.8) million in the prior year period[86] Strategic Initiatives - Completed the acquisition of Motif Labs Ltd, expecting approximately $15 million in run-rate cost synergies[44] - Completed the acquisition of Collective Project Limited, fast-tracking entry into the cannabinoid beverages category and the U S market[47] - Strategic investments from BAT totaled over $345 million to fund research & development and international M&A[48] - Invested $21 million into German cannabis leader Sanity Group to establish a foothold in the rapidly growing German market and expand export volume to Europe[61] - 27% of flower harvest at Moncton facility was seed-based in Q3 Fiscal 2025[65] Market Position - Organigram is the 1 LP in market share in Canada[17] - 1 in vapes, 1 in pre-rolls, 1 in milled flower, 1 in hash, 3 in edibles, 3 in dried flower in Canada[86]
Top Canadian Pot Stocks Gaining Attention in August 2025
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-07-31 14:00
Industry Overview - Canadian cannabis stocks are gaining momentum as the U.S. cannabis market is projected to reach nearly $45 billion by 2025, with legal sales expanding in over 20 states [1] - Renewed interest in federal reform is evident, with lawmakers pushing for rescheduling and broader legalization, despite local regulatory challenges [1] - Canadian firms with U.S. exposure are expected to benefit from these developments, leading to increased investor optimism [1] Company Highlights - **Sundial Growers Inc. (SNDL)** has transformed into a diversified cannabis and liquor operator, expanding its retail presence in the Southeastern U.S. and managing dozens of dispensaries [5][8] - For Q1 2025, Sundial reported net revenue exceeding $200 million, with significant gross profit growth and improved operational efficiency, despite still reporting an operating loss [8] - **Cronos Group Inc. (CRON)** has adopted a partnership strategy to gain U.S. exposure, allowing it to distribute branded products without direct ownership of retail stores [9] - In Q1 2025, Cronos saw a meaningful revenue increase, with gross profit more than doubling year-over-year and adjusted earnings turning positive for the first time in several quarters [11] - **High Tide Inc. (HITI)** operates the largest non-franchised cannabis retail chain in Canada and has a strong e-commerce presence in the U.S. [12] - The company reported over 10% revenue growth in Q2 2025, maintaining positive adjusted EBITDA for 21 consecutive quarters and expanding its store count to over 200 [14] Investment Outlook - August 2025 brings renewed interest in the cannabis sector, with Sundial, Cronos, and High Tide showing distinct strengths and operational momentum [15] - Each company demonstrates resilience and strategic growth, making them worthy of consideration for investors looking to tap into North America's cannabis potential [16]
British American Tobacco: Winds Of Change In The U.S. Market
Seeking Alpha· 2025-07-18 20:55
Core Viewpoint - British American Tobacco p.l.c. (NYSE: BTI) is recognized as the "second-best" tobacco company globally, with strong brand recognition and significant market shares, although it does not hold the top position like Marlboro [1]. Company Overview - British American Tobacco has a diverse portfolio that includes next-generation products such as heat-not-burn and vapes, indicating a strategic shift towards modern tobacco alternatives [1]. Market Position - The company maintains a competitive stance in the tobacco industry, leveraging its well-known brands to capture substantial market shares, although it is positioned behind Marlboro in terms of overall market leadership [1].
Why the Smartest Investors Are Buying Philip Morris International Stock and Not Altria
The Motley Fool· 2025-07-18 08:50
Core Insights - Altria has transitioned into a primarily tobacco-focused company, while Philip Morris International has a more diversified and stronger business model [1][4] Market Share and Brand Performance - Altria's flagship brand, Marlboro, holds a 41% market share in North America, contributing to an overall market share of approximately 45% when including smaller brands [3] - Marlboro has recently lost market share, indicating a decline in Altria's competitive position [5] Business Operations and Challenges - Altria's cigarette volume fell by 13.7% in Q1 2025, continuing a long-term downward trend, which is impacting its business significantly [5][6] - The company has faced substantial financial missteps, resulting in billions of dollars in write-downs, highlighting its struggles in adapting to market changes [6] Comparison with Philip Morris - Philip Morris has shown resilience, with cigarette volumes increasing in foreign markets during the same period, leading to a 0.4-percentage-point market share gain [7] - Philip Morris's non-cigarette operations are thriving, generating 42% of its revenue and 44% of its profits in Q1 2025, with strong performance in vapes and pouches [8] Investment Considerations - Investors in Altria are betting on the company's ability to pivot towards non-cigarette businesses, while Philip Morris is currently seen as the stronger investment option due to its successful execution and market performance [9]
Nicotine poisoning on the rise among children
NBC News· 2025-07-14 17:19
Public Health Concerns - US poison centers reported over 130,000 cases of nicotine poisonings in kids under six between 2010 and 2023 [1] - A study found a 763% increase in nicotine poisonings in kids in just 3 years [1] - Nicotine pouches and vaping liquids can be harmful to children, resembling candy and causing side effects [3] - Nicotine can increase a baby's heart rate, potentially leading to fatal arrhythmias, respiratory depression, and seizures [4][5] Safety and Prevention - Nearly all nicotine poisoning cases in the study occurred at home [6] - Parents should communicate with teenagers about nicotine product use and ensure safe storage in locked bins [7] - Safe locked bins are critical for both adults and teenagers to prevent accidental ingestion by children [8] Alternatives and Solutions - Cognitive behavioral therapy and non-nicotine based replacement therapy are alternatives for quitting nicotine [9][10] - Medications like veroncycling and cyine can be considered for quitting nicotine [10]
Buy Altria Stock? There Are 1.69 Billion Reasons to Worry.
The Motley Fool· 2025-06-06 08:10
Core Viewpoint - Altria Group, the largest cigarette maker in North America, is facing significant challenges due to declining cigarette volumes, despite rising earnings and dividends, raising concerns for investors [1][9]. Company Overview - Altria primarily focuses on cigarette production, with 14.2 billion cigarettes produced in Q1 2025, accounting for approximately 97% of its smokable products [3]. - Smokable products contribute around 88% to Altria's revenue, highlighting the importance of cigarettes to its business model [3]. Industry Trends - Cigarette volumes are declining, with a 13.7% decrease in production from nearly 16.5 billion in Q1 2024 to 14.2 billion in Q1 2025 [4]. - Historical data shows a significant drop from over 25 billion cigarettes produced in Q1 2020, indicating ongoing industry headwinds [4]. Company Strategies - Altria has attempted to mitigate the impact of declining cigarette demand through price increases, leveraging the addictive nature of nicotine to maintain some pricing power [5]. - However, recent trends suggest that price increases alone are insufficient to sustain revenue growth [6]. Financial Performance - Despite a year-over-year revenue decline of 5.7% in Q1 2025, generating approximately $5.3 billion compared to nearly $6.4 billion in 2020, Altria has managed to keep earnings and dividends rising [9]. - The company has reduced its share count from 1.758 billion in Q1 2024 to 1.69 billion in Q1 2025, primarily through stock buybacks, which has helped support earnings [7][10]. Future Outlook - While Altria currently offers a 6.7% dividend yield, the company must find alternatives to cigarettes to avoid a potential terminal decline [11].
Best Canadian Marijuana Stocks for U.S. Market Exposure
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-05-13 14:00
Industry Overview - The U.S. cannabis industry is projected to reach approximately $45 billion by 2025 and over $75 billion by 2030, driven by federal reform discussions and expanding legalization [1][2] - Canadian cannabis companies are strategically positioning themselves for growth in the U.S. market through acquisitions and partnerships [1][2] Company Highlights Tilray Brands Inc. - Tilray operates in Canada, Europe, and the U.S., focusing on wellness and beverage sectors, distributing THC-infused beverages in over 10 U.S. states [3][5] - In Q3 fiscal 2025, Tilray reported revenue of $185.8 million, with a gross profit of $52 million, marking a 5% increase in gross margin to 28% [7][8] - Despite a net loss of $793.5 million primarily due to non-cash impairment charges, Tilray reduced its overall debt by $76 million, indicating a commitment to financial sustainability [8] Canopy Growth Corporation - Canopy Growth, a prominent cannabis producer in Canada, has shifted its U.S. strategy through Canopy USA, allowing it to engage with American operators while adhering to federal laws [9][11] - The company reported Q3 fiscal 2025 revenue of $74.8 million, a 5% decline year-over-year, but an 8% increase when excluding divested businesses [12][13] - Canopy's medical cannabis business in Canada remains strong, and the company prepaid a $100 million loan to improve cash flow and reduce interest costs [13] Village Farms International Inc. - Village Farms transitioned from greenhouse vegetable growing to cannabis production through its Pure Sunfarms subsidiary, focusing on wellness-based expansion in the U.S. [14][16] - In Q1 2025, Village Farms reported consolidated revenue of $77.1 million, slightly down from $78.1 million the previous year, but its Canadian cannabis segment achieved a net income of $3 million, a 258% increase [17][18] - The company plans to privatize part of its produce business to concentrate resources on its cannabis operations, which is expected to unlock more value [18] Investment Outlook - Canadian cannabis companies like Tilray, Canopy, and Village Farms are actively restructuring operations and improving balance sheets to capture growth in the U.S. market [19][20] - Each company has shown improvements in key financial metrics, with Tilray leading in beverages, Canopy leveraging brand strength, and Village Farms excelling in operational efficiency [20]