MO

UsefulImpact6793

>They rather look good than be good. Form over function has been Apple's MO for a very long time.

oldmanballsacks81

Yup, 2 Lucky bastards..in MO and TX

Petit_Nicolas1964

The margins are way higher for tobacco companies than for the beverage industry. MO and BTI have FCF margins of around 35%, STZ a bit more than 10%. Tobacco companies have incredible pricing power and still can compensate declining sales volumes by pricing.

Petit_Nicolas1964

1. MO sells only in the US. 2. Only 10-12% of their profit comes from new products, they are really behind competition in the smoke-free range.

Just_Candle_315

Anyone who held MO in the 90s probably didn't know they held it that stock had shit on its chin

CorvusVader

I’m getting some MO

lucksiah

MAR, MO, MP have been good ones for me

Weaves87

Yep. I would also say that the people cutting out alcohol are likely not as dependent on it as those who are hooked on nicotine. I.e. lots of casual drinkers spending less time out at the bar and more time doing other things that are more affordable. It's difficult to find a smoker or non-smoke nicotine user that isn't physically dependent on it. This dependence can lead to inelastic demand, where consumers will pay basically whatever the price is for the product (like gas/petrol). They may complain about the price, but they'll pay it anyway. Based on my own anecdotal experience, smokers will generally just downgrade their "brand" and buy cheaper cigarettes, or buy them in bulk (cartons) to save money, etc. The thing about MO or other vendors like PM is that they already own all of the cheaper brands, so that money still gets redirected back to them even if a smoker downgrades to a cheaper brand

erichang

does SP500 not include Boeing, Lockheed Martin, UnitedHealth, MP or MO ? How about J&J or Oil Companies ?

greenpride32

>How does a stock like MO keep steadily rising while also paying a good dividend for the last 4 decades when cigarette smoking has been in massive decline? MO revenue is more or less flat for the past 10-15 years (it's in a very tight band). I don't smoke but I've seen the prices of cartons advertised at gas stations and when COST sold them, continue to rise over time. So sure, number of smokers decreases, but price increases to generate same revenue. As long as the company is profitable, it can use any cash after expenses to return value to shareholders in the form of dividends. Given there are so few competitors in the space, it's not hard to set prices in a way to capture a profit margin. As the diviend yield is very high, it attracts more investors that would normally stay away from the stock, and thus share price rises. Imagine the yield was 10-12%, a lot more people would buy it right? So price gets bid up and yield falls. But I don't see how you can see any value here. It underperforms the broader index. It has very little margin for error - very high debt and only being saved by free cash flow; that is all dependent on a habit that as you mentioned is in decline for decades. If dividend is decreased because they can no longer support it, the stock will collapse quickly. A hot stock today was AVGO. It's been a hot stock for 10-15 years increasing revenue and profit consistently. That's a stock of the future, not the past. From that point of view, saying MO has been "steadily rising" doesn't sound so impressive. Big difference in all around growth in key areas, and a company that could be headed to zombie status.

steamingpileofbaby

MO earns nothing from their cannabis investment and not much with vapes. Cigarettes still make up almost 90% of their revenue.

reaper527

because they do more than just cigarettes. MO also has investments in vapes and weed.

Rogan_Eizur

he’s doing that to later when the recession hits blame it on Powell. His MO is so blatantly obvious

cryptohorn

MO town Philly back again

Old-Outside6894

For me, their products. I don’t think they were aggressive enough and didn’t think MO through. If and I believe it will, branding and the industry take off legally, MRMD will be a winner. This is my risky investment that just paid off for me. GTI is my less risky investment. TSND is my gamble.

OM3N1R

Nobody talking about Venezuela. The whole nations power grid collapsed at the same time US warships are anchoring off the coast. Shit is gonna go down there soon. I predict targeted military strikes and the arrest or assassination of Maduro (good he is a piece of shit) Then we'll take over the oil infrastructure with shell companies. It's the US MO at this point. And no one should be surprised

Scannerguy3000

So… let me ask you for advice then. =) This is double out of my usual wheelhouse, but would you then suggest buying LEAPs on COOP? I also opened an IBKR account for their casual options policies and margin for secures. That being said, I’m not sure I want to go down that path. Borrowing money and paying interest on it, to risk is not my usual MO. I’ve got some TastyTrade experiments I need to get around to, and then eventually I’ll put some money in IBKR and …. Maybe sell puts on margin. IDK. If that works out, I will change my standard public advice. On (b), one thing I say frequently — don’t think like a stock picker when selling options. Imagine two ways of selling cars. (1) Each year you try to decide which car will be a highly sought “classic” in 30 years. (2) The other guy *does not give a shit* what car will be a classic in 30 years. He doesn’t even like or care about cars. All he cares about is what are people buying now, can I purchase popular car X for a good cost, and reasonably expect to sell car X for a good profit. He doesn’t care what station the radio is turned to. He **never wants to own any cars. Ever.** Most options advice starts with “Choose stocks you wouldn’t mind owning”. This is terrible advice. You will be biased to companies you have heard of. You’ve heard of maybe 1% of available tickers on the market. And you’ll be swayed by romantic narratives about the company’s heroic journey into the future. Don’t be. This method will have you holding onto shares because of emotional attachment. Use math. You’re shopping for statistical probability, safety factors, return on capital— that’s it. You’re not swiping Tinder to find the girl you want to marry. You’re quickly swiping the girls on Tinder that are most likely to quickly say yes to date all your friends until everyone has a date. Different criteria.

Bansionboy

MO ?

Recent_Register_2952

MO just doesn't fucking stop

DyerNC

Wrong direction. Highest murder and crime rates are in Birmingham AL (58/100k) AND St Louis MO (54/100k). RED STATES are more dangerous. And if you want BLUE, head to Detroit or Baltimore, not Chicago. Or better yet none

Kbarbs4421

Ha, I personally prefer MO + CRON + GTI. That marriage might produce Octomom multiples.

Raj_007Singh

Yeah Dividends are the only reason people be holding it $MO is a better bet I feel

Whole-Scene-689

mongodb and a wave of vibe coders, match made in heaven or hell. depends on whether you're a MO go investor or a programmer who will have to fix those apps eventually

ElectronicWaste80

Get rid of crypto unless you're willing to hold for 10+ years. Add MO, DIS, MSFT and maybe a RE Trust co. Reinvest the dividends, and build your own "mutual fund." You can consistently beat the market if you're smart, invest in good companies that hit bad times. Keep an eye on what's in the news, and buy only the companies that you've heard of. My best investments ever have been when these companies hit negative news cycles: BUD, META, NFLX, and DIS.

likwitsnake

Snowflake has been trying to do their own in platform BI with SnowSight but it’s not very good, I’m not sure if they’ll acquire another company at an attempt to provide a better offering or just double down on building seamless integrations with the existing players which has kind of been their MO as a company in general (cloud agnostic, ai model agnostic). They also haven’t done very splashy acquisitions more like sub 500m tuck ins compared to Databricks which will drop a billion on an acquisition. Domo is in a weird spot , this was basically what MicroStrategy was (an outdated BI tool) before Saylor pivoted the company. Private Equity buyout would seem more likely to me than a Snowflake acquisition.

Kachowxboxdad

Absolutely. Holding 100 shares PM, 300 MO, 100 TAP, and 100 STZ. It seems absolutely not priced in how well they’ll benefit if this happens

Kachowxboxdad

I’m holding a lot of PM and MO stock

literanch

My dad was a PM and MO ultra bull. Stacked both for 30 years and dripped the whole time.

Voaracious

Covered call funds can generate a good dividend. JEPI is the famous one but there's others too. Think they're at 8 or 9%.  Brazilian stocks are cheap. But there's some political risk. VALE pays around 10%. I'm in PAGS which does about 9%. Plus they do stock buybacks on top of that.  I've said before here why I think VZ is good and safe. Pays around 6.5%. Write covered calls on it and earn even more.  Or you could always do bonds. Though with inflation looking foreboding maybe I'd hold off on that.  I like MO. I don't like PEP. 

Icy_Bookkeeper_208

Fits his MO. All Grift, no actual results.

michael2334

Reddit - They Grew revenue YoY by over 70% & guided Q3 up to $545m which I think they will also easily beat. Organic traffic QTD is up big, which I believe is due to Cloudflare auto opting sites into blocking crawlers from accessing their site. Reddit is paid by ChatGPT for their data (same with Google) which has now led to them referring reddit at a much higher rate since this occurred (7/1) and the site traffic backs it up. Combine this with the fact in June they upgraded their ad tools to integrate LLMs and it’s a recipe for huge earnings upside. It’s not a coincidence that the number of advertisers on this site has exploded in the last quarter. They love the new insights Reddits ad tools are bringing & taking note on how much traffic Google & ChatGPT are driving to the site. There is tons of upside on this one if they continue to deliver. The new UI is embedding search into the homepage which should make the site / app more sticky. Putting the sites data to better use has been their MO this year and it’s been paying huge dividends.

unemployed-mooch

Ford -F I inherited 550 shares of Ford from my dad in 2018. I would not call it a good value pick. I have seen it hit $20 in 2021 and drop below $9 a couple of times during the last 7 years. It is on drip and has only gained 87 shares in that time period for a 1.37% capital gain. Sell your shares the next time they are green. Don’t stick with Ford at age 13. I have been waiting for it to break $12.42 again to unload mine. That way only one drip lot is a loser. Ford will not give you the increase in funds that you are looking for on your timeline. I have never owned GM or Under Armour so I do not have an opinion. My dad also had C, MO, KKR, CAT, ITW, and a few others in the accounts he passed to me when he died in 2018. I sold all of those, but C and Ford. Ford always seems to be in the red when I am selling. C is up 97% from when I inherited, but I am only up 26 drip shares in that 7 years so it is a winner. I wish I had kept dad’s purchases since they have only gone up, but I sold them. Hindsight is 20/20. I wish I had bought SCHG on 6/1/2023 when I added it to my watch list. It is up 595% since that date. Again Hindsight is 20/20. Dad always said buy what you know. I bought NVDA and APPL because of what he said after they had split. Luckily I held those. I am more familiar with tech than Dad was. I sold my PEP, COST, SBUX because I did not see them growing in 2020/2021 when I was playing daytrader. All 3 would have given me a nice profit if I had held onto them. So if you are not watching, buy index for 80% of your account. If you are watching buy what you know especially if you see people buying their products left and right in the other 20%. I bought Apple because of the lines everytime a new phone came out. I keep wondering if their time is done. I bought Nvida because of the chip shortage in 2020/2021. A few weeks ago after 3 red days, I bought some Amazon and some VOO. You do you.

Duckonaut27

Gavin? I think he is in a position where he is doing what he has to do. Texas and other red states have started the remapping game, it is what is, I guess. To be honest, I’m pretty tied up watching most of my idiot loved ones here in MO get sucked up into Trump’s ass/cult.

DepartureAnxious5115

Pro level gaslighting. Its his entire MO and what sucks is it works. We had it hear in the UK for a while, less so now but still... Politicians just aint politicians no more.

Recent_Register_2952

MO

Recent_Register_2952

MO

Brawmethius

In all fairness thats pretty much been the MO for like 4 years now. "Pricing in cut" then like 24 hours before decisions odds drop to no cut. Rinse and repeat. If you give those numbers about a week or more out before the decision they are pretty comical.

Due-Sea4841

I would add Altria (MO) with 6.5% yields. They just up'ed their dividend to $1.06 per quarter, plus the stock is up 25% YTD. Add in TRIN for 12.5% and GOF for 14.5%. When you DRIP GOF you may get a 5% discount. Good luck.

Recent_Register_2952

MO raised divvy which has raised my penis

Due-Sea4841

Why not just go with SPYG or SCHG in your Roth IRA and skip the SWPPX mutual fund. At 23 dividends from mainstream ETFs won't move the needle. Just buy some individual stocks for dividends. Altria (MO) 6.5%; TRIN 12.5%; GOF 14.5% yields. Good luck investing and make sure to use a Fintech app such as Webull that gives you 4.0% plus 4.1% match from a promo.

mnshitlaw

Mark’s MO has always been to try to slow or disrupt competition by poaching talent or acquiring companies and doing nothing with them. This isn’t surprising.

tour79

Last time I went to stable dividends. PAGP and MO. I expect if there is an AI bubble it will be more like 1999, and that will play different than COVID, so I may have to adapt. I might liquidate and buy real estate that has been calling me.

TheShadow2024

!p MO

thegreatgumbini

Only green stock in my port is MO. Think I'm gonna start smoking to cope with this red week.

0K-go

MO and MDT saving me today.

Recent_Register_2952

MO, a man after my own heart

60gsInMyRaidersCoat

Rddt and hood puts MO calls

Historical_Stage2622

$MO

Cactuscouch757

Oh I have seen this episode before. Glad MO is keeping me green these last 5 years.

satireplusplus

Who of you idiots bought 55000 MO 68' calls that expire this week? Open interest was 330 before the weekend and volume is 55000 today.

MitchCurry

Yep. I've heard of the idea of a Hate Portfolio where you buy a shares of a company you are morally against and use any dividends and gains to fund the regulation/dissolution of the industry. For example, buy shares of MO/BTI and use the dividends to donate to anti-smoking charities. It's not something I have ever done or can see myself ever doing (I prefer to just not own the shares) but it's an idea.

kmung

almost 40k 8/22 68C on $MO today, what gives

Aggressive-Donkey-10

nothing matters in a Bear market, everything, even the cheap value names go down, just only 30% not 83% like QQQ did in 2000-2002, Fear takes over, and especially even the contrarian plays sell off as people need cash to cover their Margin calls, so gold will fall etc. although MO - Altria went up >100% in that bear for me in 2000-2002, guess people still gonna light up. side note MO or it's predecessor Phillip Morris has highest total return of any stock in US history, like 162 million percent - wow, per Dr Henrik Bessimbinder's research from ASU.

msing

I'm not surprised. This has been META's MO since hiring Sandberg from Google. Sandberg really unlocked Google's search revenues as she headed the advertising division. Deliver ads that matched the search. Meanwhile Google was finding many other ways to generate revenue, because they simply hired the very best for years. Search 60% of revenue. Youtube 10% of revenue. Cloud 10% of revenue. Waymo huge. With Facebook, she took reins of a company that gave no concern to anyone's privacy. She now knew the demographic, the location, the viewing interest (via Instagram), so she could serve targeted ads. Advertising before was just create a broad ad campaign and hope it would reach the right person. Sometimes ad buys would be targeted based on the TV show's demographic (think Business shows or Sunday Morning Political show), advertising from investment firms, institutional PR. Meta, in turn could be surgical in which the targeted ads would follow the user. Meta just struggled developing products. They either purchased platforms that were emerging "threads" (Whatapp was pure espionage), Instagram. They tried to buy snapchat, couldn't so they hired engineers and made Instagram stories. They couldn't replicate Tiktok, but they've integrated the best features of AI and short-form video into Reels. Facebook Marketplace is essentially Craigslist. Their META verse was a failure because they wanted their own platform (ala Google Search) to deliver ads. They lost Linkedin to Microsoft.

Away-Marzipan-9724

That's my normal MO but I missed out this time, still holding...

anddocallmeshirely

UNH is 25% of my port and MO is 15%. Having a nice month tbh. Congrats on being a good boy though !

bartread

This is very interesting - thank you. One issue you raised got me curious though: \> Last night, around 19:55 (UTC-4), the US-3-MO jumped +7.17% in less than 2 hours. I asked why, and the answer was that someone made a clerical error on August 7 (+100 hours ago). Did 4o or other earlier models historically give you good real time insight into market action though? I don't think I've ever felt confident in ChatGPT's ability to do that. I know it can search the web but I never felt like it was any more likely to run into high quality information than I was just from Googling, and with those quick moves, often information on the why significantly lags the action, certainly by enough to make it not useful for day trading, for example. I also worry that the odd nugget of truth gets buried by the noise of less relevant results.

TheCudder

Getting? This has been his MO the entire time. Pro "whatever I say or want, or go home. He's been given the green light to get away with it when the entire Republican platform has been morphed into "I'm pro-Trump". That's literally all a campaign is now for a Republican (at least it's that in the South).

Hoosier_Ghost_25

MO

Remarkable-Fox-1429

Divs: MO

MerisiCalista

This might be my imagination, but 5-7 days before the latest release, GPT-4o started to feel lazy with its answers. Then the release came out. I’m now getting partial answers: When I ask for the “Top 10 stores blah blah blah in California,” I get five stores. Last night, around 19:55 (UTC-4), the US-3-MO jumped +7.17% in less than 2 hours. I asked why, and the answer was that someone made a clerical error on August 7 (+100 hours ago). It would be too long to name all the examples of the past few days. In short, I can’t get answers to my queries, the prompts aren’t respected, I’m getting blatantly wrong answers (nothing new here, but now I’m even less confident in what it’s giving me) and, the time I was saving to do research (the ratio), the math doesn’t add up. Using all those free AI models and doing my research is cheaper than paying for the monthly subscription. Also, my usage just went down because “I know it’s going to be a hassle” to use it, so it just became a self-fulfilling prophecy.

dark_bravery

you know what was cheap a few years ago? $META. look how that turned out, also SOFI, also PLTR a few years ago. $NVO, $LLY, $UNH, $PFE are all out of favor right now. their businesses are still embedded in the economy, they aren't going anywhere. my other favorite out of favor plays were $XOM a few years ago and $MO last year.

eudaimonia_dc

Anybody else buying Altria (MO) as a marijuana play?

Recent_Register_2952

Seriously all of them I own em all - MO PM BTI IMBBY

ResponsibleTea9017

I’ve been watching MO for awhile and bought in at $57. Someone on this sub made a good case for it a couple months back. They will absorb any legalized cannabis industry. It’s only natural in late stage capitalism

AverageNo130

MO reaches 52 wk hi @ $65.00

PowerofCompounding

Sorry, I trade only specific stocks that show potential like Tesla, ARk ETF, IBIT, BITC, ETh Etfs, Nvidia, Raynair, MP, MO,

Tough_Winter_4100

#MO & #BTI are excellent Sin Stocks.

Artistic_Taxi

No I think apple's MO has always been focus. They don't create new things, but they typically focus on one thing at a time, and typically launch "unfinished" products in unorthodox ways that people like. Pretty much all of their products took form factors contrary to the industry, people loved them and then the market follows.

shawnington

Apples MO for the last 25 years has been let everyone else innovate and create something new then, sit back and watch then figure out how to actually do it right, and show up late to the party with something that makes everyone else look like they were playing in their garage. Like the Vision Pro, legit made all other headsets look like someone built them in their garage. Thats clearly a market that's not really much of anything, but they did the standard Apple thing of wait, then make everyone look like amateurs. The problem is it's not hardware this time, its software they are behind on.

Jurclassic5

Will this mean it can be sold at gas stations? If so MO would be a crazy play.

TittieButt

I know this is 6 moths old, but just wanted to let you know I found this thread researching this stuff because i'm mind blown by the stuff i just bought at the gas station becuase i forgot my ID when going to pick up my dispo order. It's literally better than some of the shit i've bought in the dispo here in MO. I can't believe you can buy this shit on the internet or in the gas station!

wizardweed420hexesit

My calls on MO are up 500% :feelsgoodman: going to sell and buy some more a bit further out

Three-Off-The-Tee

Nah he knows it’s a tax on Americans. It’s his MO, say it enough times convincingly and the mob will believe it. It’s like a Jedi mind trick but only works on right. 😂

0K-go

TGTX and FICO are failing me. MO makes good though.

AshVandalSeries

Trump’s entire MO, fire people until someone makes it happen by magic. Hence why most of his companies just fail.

Recent_Register_2952

Missing MO and PM in this list imo

Due-Distribution2058

Not that I disagree with you but why didn’t Biden release the files? Feels like both parties MO unfortunately

throwawayainteasy

I used to work a job where I handled TS-CRD information. During my orientation, we had a security brief where some head security dude gave long lectures about threat mitigation, espionage, etc. He kept repeating a scenario where someday I'd be at a bar an some smokeshow Russian or Chinese or Israeli woman would show way too much interest and make every fantasy come true but would eventually start prodding for information. That was their MO and if you weren't on guard you'd never even notice it happening. Man, let me tell you I was at the bars every weekend hitting on every hot Russian or Chinese looking girl I could find and they all shot me down. Fuckin' bullshit.

Academic_Wafer5293

I used to get upset when I was near smokers because I hate the smell of cigarette smoke. Then I bought some MO and BTI and every time I see a smoker, I just think of the dividend checks I'm getting soon.

DeerComprehensive909

Your list looks good to me. I might consider adding MO, URA, NVDA and RBLX on a pullback

NutzNBoltz369

As far as fraction of registered voters: It was 1/3. 49.8% of those ***who turned up to vote***. 1/3 voted for Harris. 48.3% of the vote. So not a landslide. The winning top 1/3 of course won in all the key states as far as the electorial vote goes. 1/3 stayed home. That is the real rub. Its commendable that Harris got as many as she did, considering that most GOP voters are more diligent about voting and have easier access to voting. So we pretty much have a minority rule going on, and its a super majority to boot. Some mental gymnastics to process there! They can do all the harm they want to do for at least the next 2 years. Which is too bad since you would think we would want a leader to have the best interests of all the people at heart, instead of wanting to harm the citizenry in a Cold Civil War. Still, most of us are working slobs and when the red guys are in charge, labor tends to lose as part of the MO. If there are any gains in the economy, those at the top run off with them.

manualCAD

When the MO state senators are posting (why?) about rescheduling to S3, saying when MO has a $1B+ recreational market. Just say deschedule.

Loud_Huckleberry_955

I missed out on 10k and bought MO $61 and $60 puts expiring 8/15 that are down 70%. I’m pretty good at this 😎

Loud_Huckleberry_955

Can MO just drop already please

Kantmzk

It's hard for me to understand why I shouldn't just go long term all in on Nvidia if the only thing that would bother someone about that is the volatility. I would just dollar cost average more into it and use $MO as my deep storage cash emergency fund.

deelowe

I wish they were. His MO is to stir shit so that people spend all their time fretting over what he says versus what he's actually doing.

htffgt_js

It was probably Tesla before it, Amazon , apple , meta , PM , MO before - that is the point , some companies will have outsized returns to lift the overall market.

Whosdatguyma

MO

melvin4712

That’s his MO. Going after the messenger and creating alternative facts.

unclefire

It's the MO of the entire administration. And they had the nerve to talk about weaponizing government.

crownvic64

Well this does fit with his whole MO. Break shit, kinda fix it, then claim victory. The biggest issue is that he can’t run the US economy into the meat grinder like his casinos then save it. He doesn’t understand that. Or maybe he does. IDK with Trump. He ain’t right in the head.

PoliticalMilkman

Lmao, so true. Ineptitude mixed with malice is their MO

Mister_Unicornio

Trump MO is very simple if you look at it, he always overhypes this tariffs, delays the date of them going live, manages a deal and then shows himself to the public as a hero, all of this while he and his buddies buy the dip.

pak256

That’s literally been his MO since his first term. Trump loves to make it look like his doing things without actually doing them. If he actually cared about lower drug prices ask yourself why he rolled back the Biden era cap on insulin pricing

YungPersian

Which antitrust suit? They have 2 and the other won’t even have a final remedy until next year and that one is the more financially pivotal case on ad tech. I heard Paul Pelosi bought call options in January; given that families MO I wonder if they expect a favorable decision for the August remedy decision around the search monopoly case (since they didn’t reach a ruling in the ad tech case until in April). But that’s all for people chasing a short term gain. You don’t have long term certainty until the ad tech case reaches a final remedy decision next year (initial decision potentially later this year)

Bansionboy

No one talks dividends here since they don't move much. I love MO and WM

Purple_Bearkat

MO quietly up 6% in the last week or so.

Digfortreasure

Value investing is far from dead up 40% on value stocks over the last year. MO, NEM, Barrick, amd, etc value is getting harder to find but we are at crazy highs things will shift

Singularity-42

What are you talking about? His career is based on conning stupid people. This is his MO