文章核心观点 - 公司专注于20世纪股票(旧经济)正在经历21世纪转型的研究 [1] - 公司寻找商业模式创新将导致股票发生重大变化的公司 [1] 公司概况 - 公司由Noah's Arc Capital Management管理 [1] - 公司的研究主要集中在20世纪股票(旧经济)正在经历21世纪转型的公司,偶尔也会研究帮助转型20世纪公司的公司 [1] - 公司的研究分析师Thomas Potter和Elijah Buell是该文章的撰写者 [1] 免责声明 - 分析师拥有PM公司的长期有利头寸 [1] - 分析师自己撰写了这篇文章,表达的是自己的观点 [1] - 分析师没有从Seeking Alpha获得任何报酬 [1] - 分析师与文章提到的任何公司都没有业务关系 [1] - 文章内容仅供参考,不构成任何投资建议 [2] - Seeking Alpha不是注册的证券交易商、经纪商或投资顾问,其分析师是第三方作者,可能不具备相关资格 [2]

The upcoming report from Philip Morris (PM) is expected to reveal quarterly earnings of $1.83 per share, indicating an increase of 9.6% compared to the year-ago period. Analysts forecast revenues of $9.57 billion, representing an increase of 4.7% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveals its earnings, it is vi ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The content in this article is for informational, educational, and entertainment purposes only. This ...

文章核心观点 - 该文章作者是一名资深研究分析师,拥有10年投资银行从业经验,专注于行业和公司研究 [1] - 作者擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 作者通过分析Philip Morris International (PM)的股价变化,表达了自己对该公司的投资看法 [1] 公司概况 - Philip Morris International (PM)是一家跨国烟草公司,主要从事香烟和其他烟草产品的生产和销售 [1] - 作者表示自己没有持有PM的股票头寸,但对该公司的股价变化进行了关注和分析 [1] 行业分析 - 作者提到自己有深厚的金融和投资经验,涉及多个行业,包括科技、房地产、软件、金融和消费品等 [1] - 作者认为,通过股息投资是实现财务自由的一种可行途径,并希望通过分享自己的见解和经验来帮助他人 [1]

Investors interested in Consumer Staples stocks should always be looking to find the best-performing companies in the group. Philip Morris (PM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Consumer Staples peers, we might be able to answer that question.Philip Morris is a member of the Consumer Staples sector. This group includes 184 indiv ...

文章核心观点 - 菲利普-莫里斯国际公司投资2.32亿美元扩大肯塔基州的生产设施 [1] - 高盛分析师Bonnie Herzog预计该公司将在10月22日报告第三季度业绩时表现强劲 [1] - Herzog维持买入评级并将目标价从126美元上调至140美元 [1] 公司近期催化剂 - iQOS动力强劲 [1] - ZYN供应限制缓解 [1] - 汇率趋势更有利 [1] - 欧洲主要市场的销量正在恢复,受益于欧盟口味禁令 [1] 长期增长动力 - iQOS进入美国市场 [1] - ILUMA动力强劲 [1] - 新的ZYN产能 [1] - 台湾市场可能开放 [1] 财务表现 - 公司第三季度收入在剔除汇率影响后预计增长7.6%,反映iQOS和ZYN表现强劲,但消费者价格弹性上升仍是风险 [1] 股价表现 - 公司股价在周三发布时上涨0.21%至121.47美元 [2]

The interest of US tobacco investors is focused mainly on two companies: Altria ( MO ) and British American Tobacco ( BTI ). These two have the lion's share of sales inTed Waller is a private investor who bought his first stock at age 13 (GTE) and has over 55 years of investing experience. His focus is on value and favorable risk/reward ratio, and special situations. Acquiring wealth is an incremental process that requires setting goals, adherence to principles, and patience.Analyst’s Disclosure: I/we have ...

In a major move, Vectura Fertin Pharma, Inc., an affiliate of Philip Morris International Inc. (PM) , announced the sale of Vectura Group Ltd. to Molex Asia Holdings Ltd. This decision comes amid ongoing criticism of PM’s ownership of the asthma inhaler manufacturer as PM attempts to transition from tobacco to a broader healthcare and wellness group. Philip Morris stated that this transaction allows Vectura to operate under Phillips Medisize, a Molex subsidiary, which is better positioned to advance its inh ...

Philip Morris International Inc. (PM) has demonstrated impressive upward momentum, consistently trading above its 200-day and 50-day simple moving averages (SMA), key indicators of price stability and long-term bullish trends.  As of Sept. 18, PM was trading at $120.96, which surpassed both its 200-day SMA of $99.21 and 50-day SMA of $117.16, highlighting a continued uptrend. Image Source: Zacks Investment ResearchSMA is a key tool in technical analysis used to assess price trends by smoothing out short-ter ...

Investors have mostly given up on this sector, but returns have been massive over the long run.It can pay to track the investing legends. Billionaire Stanley Druckenmiller put up 30% returns for 30 years when running his hedge fund, and he never had a down year for his investors. Clearly, he is one of the best investors out there, making it worthwhile to track what he is buying and selling.While you shouldn't blindly follow the investing legends, it can be a great source of inspiration for potential new sto ...