MO

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research on cigarettes is old enough that it’s going to steer getting questioned by regarded health influencers as “outdated”.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

newbirdhunter

UPS, IREN, IBIT, BTCI. these are the largest. there are several others that will come back like MSFT and MO so not too worried about those.

CarelessSpecial8322

https://preview.redd.it/lkcmj5tso16g1.jpeg?width=1206&format=pjpg&auto=webp&s=48eded081c63a15c320b4a363f900580c67bffe2 Buy MO PUTS ON CVNA

swampwiz

This is my MO: I have some stocks that look promising, and I keep tabs on them during the day, and when they go down, I view them as being on sale. When I have a pair of stocks - one that I have a position in, and one that I don't - that I consider to be equally good, I wait for the former to go up 10% or so relative to the former, and they reposition into the latter. This is something that might only happen a single time in a long period, at exactly some hour::minute, and I wait for the opportunity and then pounce. I absolutely love going through Yahoo Finance's Biggest Losers list for bargains. I keep abreast of investor sentiment by looking that stock forums and other sources. When sentiment looks to turn, and I've got a nice unrealized gain, I look for something to reposition to.

Negative_Win_5117

In my 401k I’m slowly rolling profits from chip and bank stocks into dividend stocks like MO, PFE, ARCC, etc. In my IRA I can trade options so I just always keep at least 50% in cash. Thats my risk management strategy.

Jesus-Musk

Imagine Zaslav’s whole MO was to fire all the dead weight at WBD and sell the IP

merchant91

Isn't this his MO...shorting biotech stocks right before they release clinical trial results

zztop610

This^ is my MO

BatteryAcid420_

Japan's government debt-to-GDP ratio was about 236.11% in 2024. They have to keep interest rates low in order not to deal with a debt crisis twice as bad as the US. However that means further inflating their economy. At some point this will no longer be a valid MO. They are projected to spend 25% of state income just to service debt this year. However „next 5 years“ sounds highly improbable considering this has been going on for literal decades. Also most of their debt is held domestically according to quick research and the numbers posted in the comments here, which both means interest payments stay in the country and they can essentially write off that debt entirely without damaging their credit rating remotely as much as if the US or Germany were to do this who both face a debt crisis as well (foreign investors don‘t receive the majority of damages in Japans case).

Fuzzy_Cricket6563

I’m invested in an ETF- SCHG. Individual stocks-V,MA, PM, MO, FIX, AVAGO, STRL.

Negative_Win_5117

What’s your exposure to dividend stocks? MO is still my favorite and the yield is above 7% right now.

Fauster

If you can afford to save and afford to pay off debt, then you can't really afford not to invest. The value of the dollar halves every 15 years, and treasuries can keep you even with that a lot of the time. The s&p doubles every 7-10 ten years. The number of publicly traded stocks is constantly shrinking, so where you can put money is inherently limited if you aren't an accredited investor with a liquid few million. But if a public company can somewhat sustainably get a dramatically better ROI per dollar than you can, then you should be exposed over 5-7 year market cycles. Private capital is still slowly eating the world, in spite of the recent drama and selloffs related to fraud where people leveraged the same assets with different private parties and banks. My take is that private capital investor types are fine with typical infrastructure loans, but are balking at all the AI infrastructure loans that have gone out. It's fine that a lot of investors have tried to sit out the AI trade for the last three years, impossible if they own index funds, and those fixed-income risk-profile types are unlikely to ever steer their assets in. If interest rates go lower, private capital's standard MO will probably be to spin out startup vehicles. Retail is leverage of last resort, the lowest-tier scraps gobblers that own 25% of the market. When IPOs and waves of dilution are used to finance spend, when leverage jumps from 7% to 30%, and when sequential-quarter growth is no longer a thing, that's the time I would really worry. A stat I heard recently is that the S&P is up by double digits 80% of the years where there is not a recession, and up 20%+ for 40% of those years. So, if we're about to enter a recession, all bets are off, but people have been calling that for the last three years. If you take the informal definition of recession to be two quarters of negative GDP growth, then we're no where near that. The I in GDP dominated by AI infra investment is huge. But, when that I goes down, because hyperscalers et al. are reducing spend, it seems that we can't not have a recession. First-order, that recession could be severe. But, layoffs are continuing along with earnings and revenue growth, so the Fed is in a hard place, knowing that lower rates will ad fuel to fire and create more money that will need to find a home. Kevin Hasset has the gravitas and charisma of the Pillsbury Doughboy, so I wouldn't bank on a suddenly compliant Fed. The market feels the Fed will still fight inflation and so do I. Is there evidence that inflation is running dramatically higher than 3%? I'd argue not yet. Are there liquidity problems in corporate debt outside the AI trade? Nope. Is the AI trade still primarily funded by earnings of companies that have growing earnings? Yep. Are there huge bottlenecks that have fueled crazy price hikes and earnings jumps? Yep, thinking of MU and EWY, which I own. There is still an arms race going on. When former frontier players start bowing out and cut back on training and acknowledge defeat, that will be a significant moment. It just hasn't happened yet. Wherever you put your assets, you assume risk. But, some degree of risk is the only thing that will pay you, though, for the sake of sleep, I am personally buying dividend stocks again, thinking about my barbell, and hedging. Soros used to say that volatility increases towards market tops, and it's my base case that things get more volatile between now and the next recession, which will market will probably rapidly forecast with waterfall declines.

DPL18

$MO

Ok-Range-3306

buying and selling based on 2 week old news is reddit MO

manferd83

Hmm… There are times i buy a company that is beyond my Discount cash flow (DCF) calculation. There are times i insist to buy below the DCF result. As i key in the data into the DCF calculator, i do admit there are a lot of assumptions. Assuming the company is carry on growing. Assuming the company has a moat. Assuming the management are honest and competent. Etc etc. DCF is just a rough guide. Hence… unless u want to look at book value, (which not all companies can be valuated by book value). DCF cant really be accurate. Hence, Graham suggested to put a margin of safety. To buffer that in the event our assumption is wrong. Yet… being too conservative, i cant buy any stocks! Being too optimistic, every stock is undervalued! So, in certain case, you have to calculate as accurate as you can. And then ask yourself: is this company a good company? This is where… some intangible traits of the company you recognized. I recognized MO’s moat is so sticky, as the product is so addictive that some cancer patients still smoke despite their illness. How do u put a number this illogical behaviour? Of course, the opposite is true. Newspaper was so widespread and provide so much stuff to people. But they got disrupted. So if one analyze newspaper companies before Internet boom, they probably face a lot of uncertainty risk. Hence… if… you are not sure. That means this company you shouldn’t invest. Not sure about the company’s future prospects, the valuation you calculated and still not sure if it is accurate or not. Etc. If you found a company, you are very sure of its prosperity. And if it is undervalued based on your conservative calculation. I think it is a good idea to buy. If it is has high margin of safety and it is still undervalued. Buy aggressively good size. If it is overvalued, and you are not patient… buy a small position. If it rise, good for you. If it is crash, it is a small position so you aren’t hurt that bad. Sorry for being long winded. I hope this helps!

Fenc58531

Holding a good amount in PM, MO, or consumer defensive in general isn’t bad when you’re nearing retirement or you believe a recession is incoming.

TheSeaShadow

I'm not convinced Google isn't full of shit. Consumer sentiment of the quality of the rest of their products is falling, quantity over quality seems to be their new MO. I'm not convinced that they can deliver on much of anything now. I'm just awaiting the announcement of a new chat client for Gemini 😆

GomaN1717

95% of this sub are either degenerate gamblers or people who think they're the next Michael Burry spamming big tech FUD posts. Rational thinking is not this sub's MO.

SnooCalculations2573

That’s correct! Buy dividend paying stocks that people need not want. DUK, XOM, WM, ET and MO- there , your own mutual fund without the fees. Compounding is a powerful tool. In a few years, you can speculate- no options- with companies you have done a lot of DD ; fundamental and technical analysis - never when markets at all time highs and retail so invested in chasing names found on boards like this. These boards are only good for identifying bs pumpers and bashers- no better than an analyst on CNBC telling you to buy a stock so his firm can dump from their proprietary accounts on to retail views- use these outlets as a contrarian indicator. Glty

Rich-Concentrate-519

Added a comment to yours, those are what I’m invested in. Natural Gas because it’ll be the gap fill until nuclear is more widely available, adopted and/or acceptable. The 12MO mitigates the crazy fluctuations and has enough upside if the underlying moves. Others have done amazing for me in the last few months, just track their performance.

1_FCKTRD

On April 17, 2025, the STATES 2.0 Act (H.R. 2934) was introduced and referred to the House Committee on Energy and Commerce. Representative Brett Guthrie (R-KY), the Chairman of the House Committee on Energy and Commerce, is holding up the States 2.0 Act from a committee vote. Guthrie, who represents Bowling Green, has received more contributions from political action committees than any of his other House of Representatives colleagues, except for Rep. Jason Smith (R-MO). He sounds like a hemp industry crooner, much like Senator Rand Paul, who is also from Kentucky.

BigGreenCandles

My MO

Gom_KBull

liquidity is fucked, NO MO TOKENS

Working-Active

Ok good to know, I guess Springfield, MO is the closest big hospital.

Ok_Courage_2870

The three big times bonds made sense in history was the 1929 Great Depression, the early 1980s when yields came rapidly down sooner after from double digits and the 2008 recession. All these had deflation in common. While we may experience a very temporary deflationary shock like in the Covid crash the MO now is to stimulate hard to stop the whole system from imploding. The macro set up for bonds just looks bad going forwards. Sure rates might go down but they are coming down from single digits and they shouldn’t, it’s basically financial repression with these levels of inflation. Not to mention the debasement to infinity that all developed countries are trapped in now.

obliterayte

The only ones I can recall seeing were at the St. Louis Zoo and some place in Branson, MO.

TheCuriousBread

Micheal Burry's MO has always been "I maybe early but I'm not wrong" all the way back to 2008. He started shorting the housing market in 2005 and almost destroyed his fund til it paid off in 2008 which then he closed up shop.

r_ventura_23

My PM and MO depend on this.

Junior-Appointment93

Depends on if it’s archery or rifle season. Am I in a field or the woods. If rifle season and I’m in a feild the 12 point. Archery season and in the woods the 6 point. This market is like Missouri rifle season only 10 days long. Archery is SEP-DEC. this market is MO’s rifle season. It’s only up for a few days then goes down

DapperGovernment4245

MO has been very nice. EPD is good. VZ is a good dividend but I don’t particularly like the stock same with O. I used to like IRM but it’s gone up so much lately the yield is low and I’m afraid it might be overvalued.

Jericho3434

100k in SGOV, 30k cash. Waiting for some juicy deals. I bought MO on its dip, was about to buy Meta calls but I already own Meta stock. Got lucky there lol 😂

Throwmeaway50472

I perfectly timed my puts last week, bought calls, was expecting it to hit $685-$687 this week during market hours, pre market teased me, should’ve sold at 10 mins after MO, and then have just ridden this slide down These pre market moves are destroying me this past month.

Mark_Underscore

MO also. Real companies with real products AND a dividend.

LostAbbott

Of course it is.  This is the Chinese governments MO.  Throw piles of money at whatever they think is the next big thing, corner the market, then use it to "diplomatic" purpose.  The question is...  Will the West fall for it, like they with with RE metals 20 years ago?  I doubt it, but maybe.  BYD can hardly pay to ship vehicles at the prices they sell them for.  With out huge piles of cash from the party BYD dosn't exist...

plannedgravy

BoA has a radio spot in MO right now that goes “I want a leader that will watch from behind”. There’s at least one Dept that’s in dire need of a few more brain cells.

Negative_Win_5117

Sold some puts on MO and PFE. Sold 14dte calls against my Dec NVDA calls. Tried to do the same on LRCX and missed my fill. Not chasing, hoping for another bounce this afternoon. Entered GTC sell orders on MU. 1/3 at $280 1/3 at $304 1/3 at $324

No-Doctor9742

DNUT rip to $4.45… 200 day MO time running out for 30M shorts to report a gain on this one for 2025, smart ones already out.

IDGAF_ButIKindaDo_

Over promise. Under deliver….:that’s this guys MO

Domingues_tech

People talk about “fundamentals” when investing. Revenue growth. Margins. Cash flow. Moats. But there’s one fundamental that’s rarely on the spreadsheet — the capacity to addict. $MO sells nicotine. $META sells dopamine. Different chemicals, same business model: hook the user, own the habit. Wall Street calls it “engagement.” Economists call it “network effects.” Let’s call it what it is — dependence. And yes, the fundamentals are all there: recurring revenue, pricing power, insane margins. The problem isn’t that these aren’t good businesses. It’s that they’re too good at monetizing human weakness. So no, I don’t buy $META for the same reason I don’t buy $MO. Because when addiction becomes a feature, the moral downside is bigger than the financial upside.

Negative_Win_5117

401K Report: After this next pump to ATH’s I’m starting to take profits on chips and roll them into divy stocks. $MO $PFE $ARCC

Mark_Underscore

Full port into MO. GOT IT

Mark_Underscore

Look at PM and MO. They're super resilient rn.

EnigmaSpore

PS5 release. PC release a year after. PS6 release a year after that. mo money, Mo Money, MO MONEY!!

Mark_Underscore

Buy MO. Got it.

reddituser_1138

Manufactured crisis or TACO, same MO.

misscarlasue

I’m 67 and recently retired in Texas. 30+years in public education. I’m looking for passive income through dividends. I’m currently looking for a new job so I can aggressively add to my portfolio and pay off my house. Right now I’m invested in KO, PG, MO, and KMI for growth and ETFs O, SCHD, JEPI, SPYI, ULTY, and QYLD. I literally just started in September and have gotten almost $40 in dividends to reinvest so far. I have a long way to go but I hope I’m on the right path. Any suggestions, critiques, comments, or anything else is welcomed!

misscarlasue

I may have to check some of those out. I just started a portfolio for dividends because I want to be prepared to replace social security if needed. I have SCHD; SPYI; JEPI; O; ULTY; plus KO, MO, PG for growth. Only have a few thousand in since September but so far I’ve reinvested around $40 lol. So I guess off to a good start.

Aggravating_Egg8343

I'd die laughing. It would be so nakedly pathetic. So, 🥭's normal MO.

Right_Traffic_4821

Please let’s flow into MO

Right_Traffic_4821

Full porting into MO. Smoke ‘em up Johnny!

poorat8686

MO? Really?

TheRootOfMostEvil

That’s the administration’s MO. Create the problem, solve the problem, pump the market

version-two

Might not have to; just had a truck full of a diseased monkeys carrying herpes(or maybe it was hep?) & covid crash in MO last week. Won’t need outside help at this rate.

Mundane-Charge-1900

This has been Trump's MO for a while, even during his first term. In 2018-2019, he constantly berated Powell to shift blame for a deteriorating economy, but then COVID blew up and shifted the narrative.

Shifty269

It's his MO. The result would have always been better if he just listened to the magic conch.

Important_Cucumber

MO

CraftedMany_

OP was worried about seeing articles about weak tobacco demand and sliding sales. Since he made this post a few hours after MO's earnings report, I assume he's looking at the many news articles that get automatically spit out right after a company's press release. That's why I recommended he put in the \~30-40 minutes to actually read/listen to the company's earnings call/ analyst Q&A, it's a way better source of information than the AI-summarized slop in those articles. Not sure what you're trying to suggest. Management should be trying to sell you on their good statistics, that's their job. It's the job of the investor/analyst to interpret that data. Verifying the data provided is accurate and not misleading is a basic part of due diligence. Lucky for OP, I've found Gifford (current CEO) to be pretty candid. During his \~5 years I've found him to usually give detailed answers to analysts and be relatively straightforward. He's a welcome change from prior MO CEO, who I thought came across as insincere, since I felt he spoke vaguely and used a lot of puffy language. Hated listening to his calls back then.

Unique-Machine5602

MO might also try to sell you on what good statistics they had this quarter, year, YoY, etc. You also want to listen to someone reputable discuss what the data means from a perspective of someone who might care less if the forecast looks good or bad.

TheNameOfMyBanned_

So far the MO dividend has been great and technically I’m still not under on the stock. It’s just hard to watch it lose 13% value in a week and wipe out almost $1k worth of unrealized gains.

bmf1989

Sold all my MO and BTI earlier this year for a nice return, could gladly buy them back if they drop back down to where they were a year and a half ago. I’d say right now their sitting about at a fair price.

EscortSportage

Literally bought the MO dip today, I’ve bought and sold MO may times in the past and always made money. Honestly should have just held all these years.

CraftedMany_

I'd avoid the articles and just get it from the source. MO had an earnings call this morning, you can directly listen to what management said and/or read a transcript, then decide how you feel about it. For MO, the smoke-able segment is why you want to buy it. Even with the forecasted ~10% annual volume declines, price increases will be able to keep operating income growing in low single digits for the foreseeable future (Marlboro brand). Much harder to tell what will happen with smokeless. On! is the bright spot in oral tobacco and has great margins, but on the numbers it's just replacing MST's declining market share. The big X-Factor for smokeless is how aggressively the FDA will try to enforce ban on illegally imported e-vapor from China. We're seeing some action and coordination with CBP, but I'm skeptical that it makes too much of a dent. IMO - nobody's smokeless segment will get a share in the US market until the illegal products are taken off the market (other than oral tobacco, of course).

WSBrexiteer

MO

WSBrexiteer

A 7% discount on the most successful company in the last century? Yes please. MO money

Craig_the_Intern

WMT $105c 11/14 @ 1.04 i also bought a bunch of MO shares on the dip…

pixelatedCorgi

wtf MO, I thought smoking was cool

WSBrexiteer

META and MO, selling two of the most addictive and harmful legal products on the planet, both down bigly.

Bulky_Lunch2771

MO red dildo of death

WSBrexiteer

MO money printer appears to be jammed

Kantmzk

Big tobacco, $MO. Good margins, non-smokeable products becoming big, people take up cigarettes when times are tough, and they will get into the marijuana market. They are also Trump donors with good lobbyists.

BurtDickinson

Dare me to buy MO calls?

pibbleberrier

Given that their CEO has no ambition for autonomous driving and their entire MO is a price war to the bottom. At about 12pe BYD is price appropriately (actually a bit high) as a car company. A low margin industry with out much room for imagination While BYD is solid otherwise. But It is not a competitor to TSLA who’s valuation is obvious beyond what they put as a “just another car manufacture” A fair value would put BYD at Toyota PE which means it’s has some ways to go down. The chart reflect this and it’s been down only since they hit last hit their ATH The entire world could drive BYD and the price of the stock would stay stagnant. People need to understand this when they compare BYD with TSLA.

Stocks_N_Bondage

Yea I added MO puts to make it a strangle. I closed my LLY for small profits shortly after Powell made me sad... LOL

False-Ebb-7746

HWM calls CI calls LLY calls RBLX calls CMG puts BUT I WILL GO FOR MO puts

Craig_the_Intern

put a grand on MO 11/28 $63c

EnoughWalk7471

Here is option A for those 2. Check your DM # 30-Day Covered Call Analysis (~25 Delta) |Ticker|Current Price|Qty|30-Day Strike|Premium ($)|Yield % (30d)|Annualized %|Assignment Prob %| |:-|:-|:-|:-|:-|:-|:-|:-| |KO|$68.55|200|$71.00|$69.00|0.50%|6.04%|21.1%| |MO|$62.80|394|$66.00|$183.21|0.74%|8.88%|21.4%| # Option B: Top 3 Strikes Ranked by Yield vs Delta - Simplified |Ticker|Low Δ Strike (Yield %, Δ)|Medium Δ Strike (Yield %, Δ)|High Δ Strike (Yield %, Δ)|Best Balanced (\~25Δ)| |:-|:-|:-|:-|:-| |KO|$72.00 (0.28%, 0.14Δ)|$71.00 (0.49%, 0.21Δ)|$70.00 (0.87%, 0.32Δ)|$71.00| |MO|$67.00 (0.46%, 0.15Δ)|$66.00 (0.70%, 0.21Δ)|$64.00 (1.59%, 0.38Δ)|$66.00| **Summary:** >

hudson701

Feeling blessed having all this advice from Warren Buffer before MO today 🥰