OK, My Turn

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OK, My Turn

Dividend Watcher Offline

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#22

09-30-2014, 04:59 PM

Added a small opening position in PM today. I had to replace my LO with at least a partial tobacco holding. I wasn't interested in RAI or BAT as I think, with attitudes changing around the world, I wanted to stick with the market leader(s). LO owned the menthol market and had significant penetration into the e-cig market but merging with RAI would've diluted those attributes. MO was too highly priced right now. S&P is projecting high single digits EPS growth over the next several years, P/E is around 16 with a 4.8% yield. I believe currency fluctuations will vex them at times but, with leading brands, PM will weather it for at least the next decade or two.

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Messages In This Thread

OK, My Turn - by Dividend Watcher - 02-23-2014, 10:47 PM

RE: OK, My Turn - by fiveoh - 02-24-2014, 11:57 AM

RE: OK, My Turn - by Dividend Watcher - 02-25-2014, 09:59 AM

RE: OK, My Turn - by TomK - 02-25-2014, 02:25 PM

RE: OK, My Turn - by Dividend Watcher - 02-25-2014, 11:45 PM

RE: OK, My Turn - by Dividend Watcher - 03-25-2014, 10:12 AM

RE: OK, My Turn - by Dividend Watcher - 05-06-2014, 11:01 PM

RE: OK, My Turn - by Dividend Nut - 05-07-2014, 07:10 PM

RE: OK, My Turn - by ChadR - 05-12-2014, 02:27 PM

RE: OK, My Turn - by Dividend Watcher - 05-12-2014, 09:43 PM

RE: OK, My Turn - by rnsmth - 05-13-2014, 07:27 AM

RE: OK, My Turn - by aagha - 06-04-2014, 08:06 PM

RE: OK, My Turn - by Dividend Watcher - 07-01-2014, 01:36 AM

RE: OK, My Turn - by Jimbo - 07-01-2014, 05:41 AM

RE: OK, My Turn - by Kerim - 07-06-2014, 01:46 PM

RE: OK, My Turn - by Dividend Watcher - 07-19-2014, 10:42 AM

RE: OK, My Turn - by Dividend Watcher - 07-22-2014, 09:32 PM

RE: OK, My Turn - by Dividend Watcher - 09-25-2014, 12:13 AM

RE: OK, My Turn - by Jimbo - 09-25-2014, 03:52 AM

RE: OK, My Turn - by EricL - 09-25-2014, 08:20 AM

RE: OK, My Turn - by Dividend Watcher - 09-25-2014, 09:20 PM

RE: OK, My Turn - by Dividend Watcher - 09-30-2014, 04:59 PM

RE: OK, My Turn - by EricL - 09-30-2014, 11:17 PM

RE: OK, My Turn - by Dividend Watcher - 10-15-2014, 05:39 PM

RE: OK, My Turn - by Dividend Watcher - 11-13-2014, 01:04 PM

RE: OK, My Turn - by Dividend Watcher - 02-11-2015, 02:23 PM

RE: OK, My Turn - by Dividend Watcher - 02-15-2015, 12:27 PM

RE: OK, My Turn - by Dividend Watcher - 02-19-2015, 10:49 AM

RE: OK, My Turn - by crimsonghost747 - 02-19-2015, 02:20 PM

RE: OK, My Turn - by Roadmap2Retire - 02-19-2015, 01:06 PM

RE: OK, My Turn - by Dividend Watcher - 03-07-2015, 10:47 AM

RE: OK, My Turn - by Kerim - 03-12-2015, 02:38 PM

RE: OK, My Turn - by Jimbo - 03-12-2015, 02:48 PM

RE: OK, My Turn - by Dividend Watcher - 03-13-2015, 11:33 AM

RE: OK, My Turn - by Dividend Watcher - 03-18-2015, 09:20 PM

RE: OK, My Turn - by EricL - 03-18-2015, 11:48 PM

RE: OK, My Turn - by Dividend Watcher - 03-19-2015, 09:03 AM

RE: OK, My Turn - by Dividend Watcher - 03-26-2015, 10:40 PM

RE: OK, My Turn - by Dividend Watcher - 04-15-2015, 10:21 AM

RE: OK, My Turn - by rayray - 04-15-2015, 09:02 PM

RE: OK, My Turn - by cannew - 04-16-2015, 03:54 PM

RE: OK, My Turn - by cannew - 04-17-2015, 10:43 AM

RE: OK, My Turn - by Dividend Watcher - 04-26-2015, 12:18 PM

RE: OK, My Turn - by Dividend Watcher - 05-23-2015, 08:54 PM

RE: OK, My Turn - by earthtodan - 05-23-2015, 11:21 PM

RE: OK, My Turn - by navyasw02 - 05-24-2015, 12:08 AM

RE: OK, My Turn - by Dividend Watcher - 05-24-2015, 11:02 PM

RE: OK, My Turn - by Dividend Watcher - 05-27-2015, 09:59 PM

RE: OK, My Turn - by Dividend Watcher - 06-03-2015, 02:21 AM

RE: OK, My Turn - by Dividend Watcher - 06-27-2015, 07:33 AM

RE: OK, My Turn - by Dividend Watcher - 07-25-2015, 08:13 AM

RE: OK, My Turn - by KenBob - 07-25-2015, 10:20 AM

RE: OK, My Turn - by Roadmap2Retire - 07-25-2015, 11:22 AM

RE: OK, My Turn - by Dividend Watcher - 07-28-2015, 12:20 AM

RE: OK, My Turn - by Dividend Watcher - 08-24-2015, 10:22 PM

RE: OK, My Turn - by earthtodan - 08-29-2015, 11:10 AM

RE: OK, My Turn - by Dividend Watcher - 08-29-2015, 10:32 PM

RE: OK, My Turn - by Dividend Watcher - 03-19-2016, 05:55 PM

RE: OK, My Turn - by rayray - 03-20-2016, 12:29 PM

RE: OK, My Turn - by Roadmap2Retire - 03-20-2016, 10:40 PM

RE: OK, My Turn - by Dividend Watcher - 08-30-2016, 10:35 PM

RE: OK, My Turn - by DividendGarden - 08-31-2016, 01:47 PM

RE: OK, My Turn - by Kerim - 09-01-2016, 08:51 AM

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