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Philip Morris International, Inc. Message Board

  • axpkocop axpkocop Jul 17, 2009 12:00 PM Flag

    Is MO Now Better Investment than PM?

    I own them both as well as RAI and a small position in LO.

    I've been aggressively selling put options against MO and PM because I'd like to double my stakes on any 10% drop in their stock price.

    MO has UST and a 27% interest in SABMiller which is their jewel that they may someday spin off. Their debt level is a little high however and they've suspended their share repurchase program due to their acquisition of UST. If you wait for them to pay down their debt and build up equity you may miss a golden opportunity to buy shares now when MO shares are being sold at a deep discount to their intrinsic value.

    I'll continue to add to both my MO and PM shares as cash comes available.

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101.72+3.10(+3.14%)Jun 30 4:04 PMEDT