$MO Altria Tape Reports
Per Ticker.id: $MO Altria Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-24 23:16 UTC.
I mean, look, this is gonna be a long, slow bleed out in the same way that tobacco Taco was a long, slow bleed out. And, you know, you can still get a job working at Altria today if you want to make cigarettes. So I don't think that, you know, Facebook and Instagram are going away as businesses. I just believe that they're going to place more and more restrictions on them. Children are going to begin to grow up without, you know, starting an Instagram account when they're 13. And just inevitably, other things will compete for people's time and attention. They will find other things to do. Um, and it is going to be trouble for Meta if they're not able to realize their AI ambitions.
Casey Newton — Pivot · Zuck's Meta Manifesto, Data Center Wars, and AI Slop Pushback · 2026-08-11Yeah. But even for long periods of time, take CSL, right? Just P/E of 40 growing at 8% for decades. On the flip side, we were talking about Philip Morris or Altria, the cigarette company. P/E was terrible forever because people just went, oh, it's not going to be a great investment because of this, this, this. And the returns were extraordinarily good. So it can go for decades. But I guess I make that point for housing because two things. One is it's notable that prices are falling in capital cities, but also just to separate out the maths of the pointy heads who say, well, the property will blah, blah, blah. Not wrong. A bit like, again, back to your Steve Keen point. Mathematically, this should be the— yeah, okay. But when people's behaviour expectations change, change, that will change what happens in the market.
Jason Moser — Motley Fool Money · The importance of understanding the ‘base effect’. July 31, 2026 · 2026-07-31What they're saying is, yeah, we know we rock. Our stock has been on fuego and we're so darn confident it'll keep going higher that we're going to buy shares right now, hand over fist. Arrogant, sure. But this— it's rare, but it is bankable hubris. Corporate insiders aren't fools, with some notable exceptions occupied by the Mad Money Wolf chain. Plus, if their stocks are already on a tear, there's probably a good chance the executives know what they're doing. Of course, not everyone deserves the benefit of the doubt in this business. And after so many investors got burned by the 2021 boom in IPOs and SPACs. I know that a lot of people assume most CEOs and execs are really a bunch of liars, frauds, crooks, mountebanks. But look, that's the wrong lesson to draw from the IPO implosion. Healthy skepticism is one thing. A total unwillingness to believe anything positive is something else entirely. If you're going to invest in the stock market, you need to be willing to extend some measure of trust to the people who run the companies that you own shares in. Otherwise, why bother? Just go buy the index fund. What else could could be going on to spurn insider buying. Even when the FTC and the Justice Department Antitrust Division are hostile to mergers, you still get some takeovers. Sometimes executives will buy their own stock because they hear footsteps of a potential acquirer. They've been told by bankers there's a lot of companies interested in them without anything specific. Maybe they've been contacted by companies and they've turned those companies down. Spurned overtures happen all the time. And if executives expect that they may be next, well, it's a healthy and honest reason to buy. Or maybe they realize that the business is indeed worth more than they thought and can be broken up by bringing out some value. All different generations have seen it. Altria, Tyco, even DuPont. We've seen tons of these breakups over the years and they genuinely produce long-term gains because Wall Street likes smaller, more straightforward companies that are easier to get your head around. Think up, think about it, think about, about Carrier, about Otis, about the old United Technologies. Maybe the executives see the ability to create value. And they want it on themselves.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/24/26 · 2026-07-24More earnings here today. Philip Morris, uh, Think Cigarettes, now PM is the ticker. Some numbers out today, stocks up about 1.65%. Stocks at a 52-week high, up 19% year to date, plus you get a 3% dividend yield. So Philip Morris shareholders have been quite happy. Let's bring Ken Shea. He's been following this company since the beginning of time for Bloomberg Intelligence. He's seen all the iterations of Philip Morris and Altria and all that kind of stuff. So, Ken, talk to us about what we saw from Philip Morris today.
Speaker E — Bloomberg Intelligence · AT&T Reports Greater-than-Expected Mobile Subscriber Gains · 2026-07-22Right. Philip Morris is basically the international business, right? I mean, Altria is the domestic business. And Philip Morris, I believe, sells Marlboro cigarettes outside the US.
Karen Moscow — Bloomberg Intelligence · AT&T Reports Greater-than-Expected Mobile Subscriber Gains · 2026-07-22That's right, Scarlet. In the late '90s, I should say 2008, I believe it was, this company split. Philip Morris International basically took the Marlboro name and the franchise outside the US. Altria, a holding company, owns PMUSA, which owns, uh, the Marlboro name in the US. Since that time though, the two companies have agreed to allow PMI to sell non-cigarette tobacco products in the US, and that's why you're seeing them sell Zyn, you know, the oral nicotine products. And soon they're going to launch their heat-not-burn vapor product in the US, a big potential growth market.
Ken Shea — Bloomberg Intelligence · AT&T Reports Greater-than-Expected Mobile Subscriber Gains · 2026-07-22This is incredibly well-timed. Mona Mahajan does wonderful work at Edward Jones, tearing apart the market, piecing it back together. She has really abrupt, terse notes, which I love, is part of it. Into earnings season. And I saw this today with Philip Morris of Switzerland, not Altria, but PMI, a shocking revenue number. Are we going into this ballet where we don't understand the linkage of nominal GDP over the revenue pop?
Tom Keene — Bloomberg Surveillance · Bonds Price in Iran Risks · 2026-07-22All right, thank you for the call. This is a great question. I, I love this question because it's the perfect example of when investors make the mistake that when they only focus on the yield, the dividend yield. We own Philip Morris for clients. We've— and that's PM, okay, that's Philip Morris International. They think of the Philip Morris brand outside of the US. Altria is Philip Morris brands inside the US, as well as, you know, other businesses as well. Philip Morris International, though, they are the leader kind of globally in smokeless tobacco alternatives. Now their yield is— dividend yield on Philip Morris, uh, or sorry, Altria Group is Where is that? 6%. For Philip Morris, it is 3.3%. So the average person is going to say, well, I just, I want the yield. I want Philip Morris. I want Altria. I want 6%. But then you go and look at the returns, trailing total returns. It includes dividends. It includes dividends. Okay. Over the last 3 years, Philip Morris total return is 25% annually. Altria is 21.9%, despite the better dividend yield. Over the last 5 years, Altria 13.5%, Philip Morris International 16.17%. Over 2.5% annualized better returns per year over the last 5 years. Go back 10 years, Philip Morris International 8.3% versus 4.3% for Altria Group. Nearly double the return over the last 10 years. But goes to show you, it's not just about the dividend, it's about the quality of the business and the earnings growth. Altria's earnings supposed to be up 5% this year and 3% next year. Philip Morris, 11% this year, 9% next year. You're getting a better business with Philip Morris. That's why we own it. That's why we own it over Altria Group. So if you want the dividend share, go for it. If you want better returns, Philip Morris. Lastly, let's talk about rare earths and domestic industrial supply chains. This is a big factor in whether or not investing in rare earths is going to be a good investment over the long term. And it's about developing the industrial supply chain here in the United States. It's not about one-off projects. It's about an industrial ecosystem that needs to be built up. It's not just about mining of both rare earths and traditional materials, but it's about processing those materials.
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