Feed Komunita
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.

Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity

NT

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

It can be too :)

BC

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

AG

What was the driving force?

CB

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

GP

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

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

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

Používáme nezbytné cookies pro fungování webu a volitelné analytické cookies pro měření návštěvnosti. Více v Zásadách ochrany osobních údajů.