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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.

Părerea personală a unui membru al comunității, nu o recomandare de investiții. Regulile comunității

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.

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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.

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