MO

NativeTxn7

Cool. Cool. Just wanted to make sure that he was sticking to his normal MO of talking about stuff he has no clue about and then changing his tune shortly thereafter.

kiwimancy

How much of it would you be willing to risk losing if, in expectation, you would earn somewhat more? 3 month treasurys currently yield 3.7% (https://fred.stlouisfed.org/series/DGS3MO), so if you want no risk, you're looking for something with about that rate. That rate can change over time, particularly if the Federal Reserve adjusts their policy rate. You can buy short term treasury bills directly through Schwab and roll them over every few months, or longer term floating rate treasury notes (2 year note linked to 3mo treasury rates). You can buy one of these money market funds offered through Schwab (https://www.schwab.com/money-market-funds). That's simpler but a bit lower yield. If you are willing to take on some risk of loss, you could put some money into stock and bond funds.

GhostofBreadDragons

Jobs, the movement away from the dollar as universal currency, and the dropping value of the dollar are my main concern. Healthcare cost and a million government workers added to unemployment aren’t helping either. This combined with inflation is going to be bad. Eventually inflation is going to be higher than people can afford or borrow to cover. At that point I don’t think the market can grow at the same pace as inflation. Which will make other markets much more attractive.  I also think the trade policy and isolationism is putting a lot of pressure on the market. Almost everything limited to the American market requires outside materials which are getting more expensive every day either due to the dollar’s fall or tariffs. Foreign and national tourism is taking a major hit as well. Low gas prices means people aren’t traveling, that should be worrying to some people.   In addition the outcome of the politics is going to be bad. Eventually someone is going to draw a line in the sand. If ICE makes the mistake of hitting the wrong low income neighborhood instead of all these suburbs it will result in a mass casualty event.  Finally I think Trump and his handlers are going to do something stupid with the US debt. Most likely they miss a payment but I can see them declaring a government bankruptcy just because it fits Trump’s MO. The man hates paying his debts. At the very least I feel like they are intentionally trying to implement inflation or even hyper inflation to reduce the burden of the national debt. There is too much talk of weakening the dollar.  All combined I just don't like the risk of the American market. I feel like the biggest growth is going to be inflationary growth and weakening dollar, not actual growth. 

djquu

They absolutely will now do the thing that they accused China of doing, it's their MO

deusasclepian

For what it's worth, this seems to be Trump's MO. Claim that he's going to do some insane thing, shake his fist and pound the table and insist he's 100% absolutely going to do the insane thing, and then quietly settle for something way less insane. It's his favorite negotiating tactic. As an american, we do not want war with Europe. The american people will not tolerate and will not support a war with Europe. I believe it would be a bridge too far for most republicans in congress.

hudson701

INTC seems over extended, quick short on MO Friday, especially if positive earnings

Peakomegaflare

GOP MO is to completely tear things out, wave that they "solved a wasteful problem" then never have a plan to replace a critical pillar of society. Then just point to the Dems for destroying said critical pillar.

GomaN1717

Very much this sub's MO to have a heavily-upvoted "Why I am PREPARING my DRY POWDER for this MASSIVE DIP" post on the front page the day before the S&P is down by a whopping... 1.3%.

uapredator

You missed smoking. Do you know how much soldiers smoke? When your country goes to war, people smoke more. Long MO with a 7% yield and 50+ years of dividends. Smoke em up, Jonny!

FluffyWuffyy

The casino cases are not that... follow the links they provided. From the casino link in the article "Trump backed out of another pledge to the state before the Taj Mahal opened in 1990. Construction vendors were not getting paid and the casino, then owned by Resorts International, was over-budget and behind schedule. Trump pushed to take over, saying he needed full control to get prime financing instead of high-interest, high-risk junk bonds. “The rates are so high on the junk bonds that they make the company – (a company) that could have been a very good company – they make them junk,” Trump told the state commission at a Feb. 8, 1988, hearing. “So, it’s like a self-fulfilling prophecy almost.” Trump’s testimony sold himself as a skilled manager who could achieve deals where others failed and get banks to offer better financing. “I mean, the banks call me all the time. It’s easier to finance if Donald Trump owns it.” Then Trump financed the Taj with exactly what he promised he would not: $675 million in junk bonds at 14% interest, bankruptcy records show. The Taj missed its first interest payment in 1990. Eleven months later, the casino filed for bankruptcy and Trump gave up 50% of his ownership to bondholders in the restructuring deal." [Article](https://www.usatoday.com/story/news/2016/07/05/trump-atlantic-city-usa-today-network-records-regulators/86717110/) You say you aren't defending any of it, but then do. It is not just suing gamblers, it is him THROUGH his casinos breaking legal promises and committing crimes. Take your time, read the articles and look into it. Here is one example of it. [Defrauding piano maker](https://theweek.com/speedreads/651801/music-store-owner-sold-trump-100000-worth-pianos-trump-refused-pay) and yes this is a small example, but microcosms exist for a reason, and we 10 years of evidence to show this is his MO.

KindlyTie6602

What will he do next? He’s going to keep flailing until he finds something that works. If he follows his prior MO then canceling the midterms will slowly move from a “joke” to real as fuck in about 3 months

MarketCrache

Has Trump run out of rhetoric to boost the markets? His MO is to juice the markets to offset his wrecking ball policies but what's left in the tank here? Huang rushing the stage and shouting "AI" 38 times into the microphone probably won't work the $100Billion magic anymore either.

GalaxyShaper

The problem with a random youtube link is it could be a huge waste of time, lame... a rickroll or perhaps something incredible  https://youtu.be/Z8LtP1GsoeA?si=DifNMlJzqtkhY1MO

Negative_Win_5117

Even my Boomer shit is mostly green even before accounting for dividends - MO, LMT, CVX, UPS, INTC. A few losers in there like PFE and PYPL but I feel like I can’t hardly lose. Now I’m nervous.

United-Hearing-8286

MO weeklies printing this week Not financials advice, has to pullback eventually

Jbarney3699

No. But China is extremely good at getting their hands on current designs and plans, and reverse engineering them to be made cheaper and more efficiently. That’s been their MO for decades now, and it’s a winning formula for them.

realjones888

Verizon is down 30% over the last five years. Complete garbage stock there is no reason to own individually. If you want to burn money, but still get a 7% dividend, look at $MO or something,

Acrobatic-Event2721

Nah, they won’t strike until market close Friday. This is 🥭’s MO.

itsatumbleweed

I hate Trump and think he's been an idiot with tariffs. This is the right way to use tariffs. My opinion about him or his typical tariff usage hasn't changed. You're totally right, and for whatever reason reddit doesn't like to acknowledge when a particular policy is a good one. I think we have gotten to the point where "if I like someone I must like everything about them and if I dislike someone I must dislike everything about them" is the MO, which sucks because Republicans fall in line while Democrats rip to shreds people that they have 90% policy alignment with.

_galaga_

Ya, my mother had Contrafund from way back in the ‘80s so I’m aware of Danoff, too. Great time for Fidelity. I built my first portfolio (Lynch-style) right before the Tech Bubble in ‘98 and as a computer nerd I was heavy into tech companies so there were a lot of lessons learned through pain. Also invested in MO back then because of all the brands under their umbrella (pre-spin offs) and then the tobacco lawsuits started rolling in. Early bumps in the road teaching me about the risks to individual stocks.

hudson701

Look for a stock that gapped up 10% since yesterday's close following positive news --> see if it continued to rise during today's Premarket, with no pullback --> expect it to dump on MO as traders take profit --> go short capitalising on this move, taking profit too. That's exactly what happened with TLRY.

I_Study_The_Patterns

Trump's MO is finding little used laws and abusing them

Paul_Robert_

Ez solution: redefine the amount of MO that you consider to be little 🧠👈

sylphvanas

It worked on my KO and MO calls, but unfortunately sold them way too early today

Famous-Attention-197

My MO is to disregard all got reddit tips, wait until the price skyrockets, get FOMO and emotionally purchase, then see the price crater, then drown my sorrows in a bottle. 

BusyWorkinPete

The university, the college, the sportswear store, the city in SC, the city in MO, the bank, or the Canadian province?

explorer_soul99

Private prison data for the portfolio: **Prison Stock Fundamentals:** | Ticker | Company | Op Margin | P/E | 52W Position | |:-------|:--------|:----------|:----|:-------------| | CXW | CoreCivic | **24%** | 31.0 | 17% below high | | GEO | GEO Group | 13% | 70.2 | **54% below high** | Interesting divergence: CXW has better margins (24% vs 13%) but GEO is more beaten down (54% below highs). **8-Quarter Margin Trend (GEO):** | Period | Op Margin | Trend | |:-------|:----------|:------| | Q3 2023 | 14% | — | | Q1 2024 | 13% | ↓ | | Q3 2024 | 14% | ↔ | | Q3 2025 | 6% | **↓ WARNING** | GEO's margins are compressing despite the "favorable" political environment. The 70x P/E is pricing in a turnaround that hasn't materialized. **CXW** is the better play: higher margins, cheaper valuation, and more stable trend. If you're going full unethical, CXW + tobacco (MO) gives you 24% and 55% operating margins respectively. That's a cash machine.

explorer_soul99

PLTR is unethical but doesn't fit the value thesis: **PLTR Reality Check:** | Metric | PLTR | MO (Tobacco) | LMT (Defense) | |:-------|:-----|:-------------|:--------------| | Op Margin | 11% | **55%** | 10% | | P/E Ratio | **830x** | 8.5x | 22.6x | | Revenue | $2.9B | $20.4B | $71B | | 52W Position | +168% above low | +10% above low | +23% above low | PLTR has already run **168%** from its 52-week low. You're not buying "sin" at a discount - you're buying hype at all-time highs. The unethical portfolio thesis works because sin stocks trade at **depressed multiples** (tobacco at 8x, oil at 16x) despite strong cash generation. PLTR trades at 830x earnings - that's not a value play, that's a momentum bet. If you want surveillance tech exposure at a reasonable price, look at defense primes that actually contract with the same agencies (Palantir's biggest customers).

Anik71

Around $1.5k initially with my $MO play 6 years ago, then I just kept rolling it into more plays and it snowballed ($MO, $AAPL & $TSLA calls; $SPY puts right before the crash in 2020, $THCB (now $MVST, I sold the peak after DA announcement), then went full retard in $PLTR and real estate. Then after a hiatus of trading options during the previous admin, I dipped my toes back in with $GOOGL LEAPS when everyone was crying OpenAI would usurp them. Only “regret” is not YOLO’ing more into $GOOGL but I’ve learned a long time ago to not let greed consume me.

hudson701

Why don't people trade the Dow here? It's way better than SPX- it fucking blasted 600 points in almost one candle after MO, then briefly touched almost 900 before pulling back slightly at the close. The thing is a beast!

No-debt-P22-7

I'm thinking of going fairly big into MO, like $500k for that 7%+ dividend.

Ambitious_Arm852

MO is the US part of Philip Morris. The one operating in other countries would be Philip Morris International.

SerpentRoyalty

Just FYI, MO makes cigarettes, in case you don't want to support that. VZ's share price is lower than it was in 1999. Better off just putting that money in a HYSA. CVX is the king of growth dividend stocks. Clear winner.

vegetto712

Some of my favs: MO, AGNC, F, VZ, VALE, KVUE Shout-out to the obvious ones like WMT and TGT

Maakus

Devils advocate - UNH is not good however there are 400,000 people working there. Optum hires every level of clinical staff that care for patients. Statistically they are in the majority doing the right thing. Financially - signs point otherwise. Its not comparable to a stock like PLTR/RTX/MO/DKNG

mrtrentsd

Consider the following: **MO** Altria Group **7.4%** 60 Years (Dividend growth streak in years) **VZ** Verizon Communications **6.6%** 20 Years **O** Realty Income **5.5%** 30+ Years **KMB** Kimberly-Clark **4.9%** 53 Years **CVX** Chevron **4.4%** 38 Years

Apprehensive_Two1528

MRK, Abbv, MO

Weldobud

Some ideas - REITS seem undervalued now. Agree Reality looks like a good pick. Verizon 7% and if they grow you could get capital appreciation too. PG if you get it 135-140. CLX, KMB, CL. Then there’s Oil stocks and MO. Less popular but seem well covered for dividend. Pfizer? Maybe. World Cup is coming up so DEO might get a boost - and the have a new CEO.

Jerry_1992

That’s his MO lol

My_Big_Arse

right. If so, then why the hell we invading a sovereign nation....THis has always been merica's MO.

JohnDuffy78

BRK has Oil, coke, ally, Kraft Heinz, tbills. I augment it with MO, CSX & GEO.

NoGarlic2387

China inviting foreign companies just to pick up on their trade skills and then subsidise domestic equivalents has been their MO for a while. What was Elon thinking opening a Tesla factory there...

CalebVanPoneisen

* Exxon Mobil ($XOM): 3.42% * Chevron ($CVX): 4.49% * Flutter Entertainment ($FLUT): N/A * MGM Resorts ($MGM): N/A * Lockheed Martin ($LMT): 2.85% * RTX Corp ($RTX): 1.48% * Phillip Morris ($PM): 3.67% * Altria ($MO): 7.35% Average of 2.9075% dividend overall. Quick and dirty math: if you had $100,000 equally spread in all above stocks on Jan. 1, 2025 you'd have made $13,690 at the end of the year, and $2,907.50 in dividend for a total of $16,597.50. * SPY: 1.07% Same $100,000 for SPY would give you $16,640 just from the stock, plus $1,070 dividend, totaling $17,710. So even with the combined dividend, you would gain more betting your parents' hard earned Benjamins in SPY rather than the 8 above. Even without dividends.

Schnuderi

But the dividend is mostly pretty good for the sin stocks (e.g. 7.35% for MO currently).

ThatFUTGuy

this year i’m gonna take $120k to $1m and then put it all in $MO and use the 7% dividend payout for pure 0DTE gambling 😎

CalebVanPoneisen

I mean, you could just see how they performed last year. * Exxon Mobil ($XOM): +12.14% * Chevron ($CVX): +3.89% * Flutter Entertainment ($FLUT): -15.55% * MGM Resorts ($MGM): +8.41% * Lockheed Martin ($LMT): +0.29% * RTX Corp ($RTX): +58.09% * Phillip Morris ($PM): +32.45% * Altria ($MO): +9.81% So on average you'd have made 13.69% (nice) if you'd have invested equally in all of them. Which is less than SPY (16.64%).

greyenlightenment

MO lung cancer stock LLY obesity stock

Krimsonkreationz

Eh, ill take NLY (12.52%) all the years I've held it they have paid out the dividend. That said I will definitely look into MO as another div stock.

DumbNutter

Take a look $SPHD which is an index fund for high dividend stocks which includes $MO. 4.65% dividend yield. But your risk is spread out between all its holdings.

DumbNutter

$MO has a huge 7% dividend but is not a blue chip stock by any means so is susceptible to crashing at any time.

NYGiants181

Never heard of $MO. Is it that easy?

Moist-Pumpkin-5336

All he had to do was put it in SPY and wait. Heck, even putting it in $MO would've generated $50k+ in dividends each year which he could've gambled with.

Apprehensive-Pin518

trump's MO is to bankrupt a business and then sell of the assets and pocket the profits. now I understand what he means by "run the government like a business"

kaapooj

altria (MO) != philip morris

brute-forced

If you love the Earth, the best thing you can do is invest in Phill Morris (MO) because they are doing more for the Earth than anyone else. They also pay a magnificent dividend as they seek to lessen the impact of humans on this planet. https://www.altria.com/about-altria/our-vision-and-cultural-aspiration

brute-forced

Anyone else saving for a home for their kids and grandkids? Since it will cost $750K-$2M for a 2/3 bdroom in 2045-2055? Probably going to buy buttcoin or MO for the investment vehicles

Potato_Donkey_1

This was a year of treading water -- a very small decline for my total holdings. But I'm retired, and my exposure to equities is only about 30%. I can't afford to ride a correction down. Biggest gainer in total return, by far: MO.

AcanthisittaFeeling6

Do your own DD always.  Most of it is pump and dump, but some legit like the call for GVH today before MO.

Cactuscouch757

All my homies hate ZYN, long MO.

IDrinkSulfuricAcid

Oh boy, there's much better dividend stocks! You could go with Verizon (VZ) which has a 6.82% dividend. Altria (MO) has a 7.36% dividend. 6.86% on Pfizer (PFE). Western Union (WU) offers a 10% dividend. Obviously the drawback is that a lot of these stocks don't grow or some are actively going down. Chevron has a relatively lower dividend compared to these, but it's stable. From these, I would choose VZ.

Iunatic

MO trades overnight

Deep_Opportunity_883

So Finland/France/Iceland/UK datacenters run on Qatar/US gas or don't run at night, right? One wrong word from EU cucks and they don't run at all. This leave only 2 US datacenters in MO and NJ with US grid already in power deficit and so far no plan to fix it publicly available. Hmm...

jonsca

I think it's just "MO" then 🤣

Cactuscouch757

Open net gain: CBSTF: -93% CRLBF: -61% MSOS: -48% CRON: -18% MO: +25% This sector has really stunted my investing career.

Lopsided-Magician-36

Oh and don’t forget you are paying taxes on the dividends and if you sell the stock! Taking money you already earned or have and re realizing it as earned income. Dividends only make sense in a long term buy and reinvest strategy. Like buy, hold, reinvest dividends in MO has been one of the best plays of the last century CSCO would’ve been a good buy hold reinvest play over 30 years. People who aped in ULTY MSTY and other yield max are about to get raked come tax time not realizing this

sexyshadyshadowbeard

I don’t know what dividend stocks are dead because the likes of Eli Lilly, Merck, BTI, MO have screamed higher this year. Your fragility thesis is nonsense.

Jazzlike_Judgment329

I honestly don’t think so; his MO is to let it do its thing and then react after hours (typically between 4pm-4:15pm), which is why we were watching the volume after the close to see if he rolled, and there was volume of approx 130k contracts on today’s calls on every strike of 6920/6925/6930/6935….but we don’t know how much capital he has/had to deploy, but I do know they did not adjust during market hours. Rolling into Friday with double the size would have required about $64,000,000 in capital (assuming $1.45 credit per condor) based on 180,000 contracts. Like you, it was hard to watch knowing how many people really got their faces ripped off today. I’ve been on the wrong side of a trade like that, and with size, but nothing close to size like that. It’s unfortunate that he didn’t realize that his massively scaled size was literally their downfall - dealers MUST hedge that kind of exposure. It’s a great lesson for us all that gambling in the markets will always expose the fools, and that Mr. Market will always humble you.

Al-phabitz89

Reddit MO

jrex035

Trump's entire MO is ideologically inconsistent because he doesnt actually believe in anything except enriching himself. That being said, this is GREAT news for US national defense, our shipbuilding sector is a fucking catastrophe. It needs to be reworked from top to bottom and letting our SK allies, some of the most important shipbuilders on the planet, help out is critical to prevent China from completely overtaking the USN in the next decade or two. Also I'm holding KDEF right now so this is welcome news :)

JohnDuffy78

If you aren't using margin yet, can I offer you some MO?

ApostleThirteen

The FDA allows states individual waivers to import pharmaceuticals, specifically from Canada, so, depending on state-level prices, that's one way... Of course, they could always invest in US production, which would fit their MO as far as foreign operations in the EU work. It's pretty clear that they're quick to put up cGMP/GLP facilities wherever they can.

TheoryInttro

Maybe not KO, but since his MO is paying opponents to take a dive, yes, he'll win.

dahhb

Looks like shorts are seeing the aftermath of the inflated run up to the EO today as a short-term opportunity to short the sector until DOJ finalizes rescheduling. I predict a sell the news slow bleed till the closing bell. Tomorrow might hopefully see some green, but I have a feeling shorts will be in full action until DOJ finalizes the process. I don't think we will return to the lows of 12/12/25, but it would be the typical weed stocks MO.

dahhb

So who believes shorts are seeing the aftermath of the inflated run up to the EO today as a short-term opportunity to short the sector until DOJ finalizes rescheduling? I predict a sell the news slow bleed till the closing bell today. Tomorrow... I guess bold shorts will continue to short the entire sector for the next few weeks. I don't think we will return to the lows of 12/12/25, but it would be the weed stocks MO.

Cactuscouch757

yeah ive been building a MO position while this sector has been bleeding me dry. Ill hold MO and CRON but otherwise, im gone.

justdoubleclick

Buy high sell low.. pretty standard MO here..

Nervous-Chemistry245

Been reading this comment on every MO thread for what feels like a decade. Eventually it'll happen (fingers crossed)

Emotional_Sentence1

My dad smoked for over fifty years and I watched him suck back a literal fortune in cigs over the course of my lifetime. That anther sweet dividends is why overhead $MO in my 401k for a few years now and plan to keep contributing to it. Vapes and pouches disrupted the scene for a bit, but I think consumers are going to fall back on cigarettes as the plant-based vegan alternative to get kids off sketchy Temu vapes. The synthetic market is plagued with counterfeiting and once kids (yes, the average age is 14) can legally buy smokes, they’ll likely see it as a simpler option. Additionally, the medical research on cigarettes is old enough that it’s going to steer getting questioned by regarded health influencers as “outdated”. Health programs and anti smoking campaigns only serve to get cut by this administration as well. cigs are going to make a comeback.

ArchicadMaster

That's plenty! No MO wasting time. Gonna buy shares, callz and ballz. I'll buy some PM why not and some BTI. My whole account is about to get cancer.

ArchicadMaster

What MO do you want? He already explained :P

nebulaedlai

MO is similar to KO in that people buy it for dividends, not growth. However, MO is riskier and less stable, even though the payout is higher. It is still considered a defensive stock tho. I’d say with higher volatility next year, allocating some assets to defensive stocks suck as MO, KO, or PEP is not a bad idea.

chunk121212

Avid pouch user and built up a position in MO since its come off the 60s. As an avid user, I primarily use 2mg ons. I love the smaller pouch size and the 2mg is perfect - something zyn does not offer. Your thesis is exactly why I bought - there’s upside here that is absolutely not acknowledged and I get paid a very nice premium while I wait.

daviddjg0033

$PM is going to rally now that everyone realizes the heavily shorted unprofitable weed stock rally is over. Why $MO?

Str8truth

Thanks for this research and analysis. I took a small position in MO a couple years ago, after I found cigarette butts at the house I rent to college students, for the first time in ten years. My daughter confirmed that it's a trend for young people to smoke again. I know first-hand that it's a bad habit and hard to break, but I think smoking has been normalized by pot. The pouch industry is an interesting development, promising addicted customers without the worst aspects of smoking.

Negative_Win_5117

WSB is going to ruin MO for me.

sprtn757

PM and MO will be the ultimate winners when weed is legalized at the federal level because they have the distribution channels to push massive volume.

Paul_Robert_

Well, that $MO DD was so good that the mods pinned it! Though OP only dumped $1k into it, so idk.

8InchDaks

Finally seeing this listed damn. Ive been putting money into MO for a while now. Also, I have BTI(British American Tobacco) in my portfolio. Solid dividend and incredible growth this year. Their pouches Velo Plus absolutely crushes competitors now tbh.

Right-Setting-259

Pump that shit. I bought a MO call Friday hoping it would get some SINpathy move with the weed stocks

TheDuckFarm

TLDNR, Buy MO, get Lambo. Got it.

THE_WHOLE_THING

Fuck MO, all my homies go long on BTI.

Total-Shelter-8501

MO subreddit is that way

odp01

Been long MO for decades since the old Phillip Morris days. By far my best performing stock long term.

mikemccrea

guys who manage my money sold MO at 56.8 so i fully expect this to be sitting at 80 in 2 years w insane dividend

Negative_Win_5117

Long $MO

Snoo-90587

If by Japan you mean the beautiful state of MO then yes I am

TernTheNumbers

Buy MO and BTI. Big tobacco will own the market.

gami2billy

Don't know exactly when the tariff rulings gonna come out but I can guess for sure that trumps going to invade Venezuela right after to take the spotlight away from his tariffs being struck down. That's his MO

thedeadcricket

The Biden years were mostly calm and boring. Trump's MO is chaos so won't see calm and boring again for some time.

eZee3

will go back up at MO