It's time to reassess the stock after Altria's surge this year.Stodgy tobacco stock Altria Group (MO 0.18%), most known for selling Marlboro cigarettes in the U.S. and paying hefty dividends to its shareholders, has sprung to life this year. The stock has returned over 34% year to date, good enough to outpace the S&P 500, even when excluding dividends.It's a pleasant gift to investors, who also enjoy a whopping 7.5% dividend yield from Altria.Such significant price gains are rare; Altria is a slow grower. T ...

The company was the subject of a bullish research update on the back of a convincing quarterly earnings beat.On Halloween, Altria Group (MO 0.64%) released its latest set of quarterly figures. The results weren't scary at all -- in fact, a great many investors found them encouraging, and the cigarette maker's stock saw a decent pop in price.If one analyst's post-earnings take on the company is accurate, we're in for even more gains before too long.Firing up a strong quarterAltria published those quarterly n ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

The stock has a very attractive yield.With a forward dividend yield of 7.5%, it's no secret what attracts most investors to Altria Group (MO 0.57%). The company is a dividend darling, having increased its payout every year since 2009.While revenue growth has been a struggle for the company in recent years, it is looking to change that with its NJOY business. This has helped the stock to a 35% gain in price since the start of the year, on top of its nice dividend payout.With the tobacco giant recently report ...

文章核心观点 - 知名投资公司AQR Capital Management大幅减持了人工智能(AI)龙头企业台积电(TSM),转而大量买入了高股息烟草公司Altria Group(MO) [6][7] - 台积电作为全球芯片代工龙头,受益于AI和数据中心的需求增长,但AQR可能担心AI泡沫风险,选择了获利了结 [10][11][12][13] - Altria作为烟草行业巨头,虽然面临消费者需求下降的挑战,但依然拥有较强的定价能力和稳定的现金流,加上估值较低和高股息率,成为AQR的新宠 [15][16][17][19] 关键要点总结 台积电 - 台积电作为全球领先的芯片代工企业,受益于AI和数据中心需求的增长 [8][9] - AQR大幅减持台积电股票,可能是出于获利了结的考虑 [10] - AQR还可能担心台积电受到贸易政策和AI泡沫风险的影响 [11][12][13] Altria - Altria作为烟草行业巨头,面临消费者需求下降的挑战 [15] - 但Altria拥有较强的定价能力,能够通过提价来抵消销量下滑的影响 [16][17] - Altria还通过收购电子烟企业NJOY,拓展到无烟产品领域 [18] - Altria的估值较低,股息率较高,成为AQR的新宠 [19]

34 or 40% of the 85 stock “RIG” portfolio paid with 4 bringing a larger smile with raises. By the way, “RIG” = Rose’s Income Garden, the portfolio I have designed over many years to provide income for my retirement.Macro Trading Factory is a macro-driven service, run by a team of experienced investment managers.The service offers two portfolios: “Funds Macro Portfolio” & “Rose's Income Garden”; both aim to outperform the SPY on a risk-adjusted basis, in a relaxed manner.Suitable for those who either have li ...

文章核心观点 - 公司是一家专注于发掘高增长潜力和价值被低估的投资机会的研究分析公司 [1][2][3] - 公司采用结合价格走势分析和基本面投资的方法,避免过度炒作和高估值的股票,而是关注具有显著上涨空间的被打压的股票 [2] - 公司运营一个专注于发掘高增长潜力和价值被低估的投资机会的投资组合,面向寻求获取增长型股票收益的投资者 [3] 公司概况 - 公司的研究分析师拥有10年投资银行从业经验,专注于行业和公司研究 [1] - 公司的研究分析师擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 公司的研究分析师曾被TipRanks评为顶级分析师,被Seeking Alpha评为科技、软件、互联网以及成长和GARP领域的顶级分析师 [1] 投资策略 - 公司采用结合价格走势分析和基本面投资的方法,以寻找风险收益比较优的投资机会 [2] - 公司倾向于避免过度炒作和高估值的股票,而是关注具有显著上涨空间的被打压的股票 [2] - 公司关注那些具有强劲增长潜力和价值被低估的投资机会,寻求18-24个月内实现投资收益 [3]

At first glance, Altria might look like a safe dividend stock -- but that's far from the case.Altria Group (MO -1.08%) pays an extremely high dividend that yields 8.2%. It would take an investment of approximately $12,200 to be able to collect $1,000 in dividend income from Altria over the course of the year, at such a high rate. Now, compare that to the average S&P 500 yield of 1.3%. To collect $1,000 annually from that payout, you would need to invest a whopping $77,000. There's a huge incentive to buying ...

I prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even a ...

Smoking doesn't align with my personal values.Dividends are a big part of my investment strategy. I prefer to invest in companies that offer attractive and growing dividends. I like to collect passive income, and dividend growers are proven wealth creators. Given all this, Altria Group (MO 7.84%) would seem to be the perfect stock for me. The company currently pays a dividend yielding more than 8%. Meanwhile, it has increased its payment 59 times over the last 55 years, a trend it expects will continue thro ...