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Global Tobacco Index: High Yields and Continued M&A

The ETFI Global Tobacco Index is now yielding over 6%, resulting in a total return of 3% in the past year as the industry continues to shrink amidst M&A activity, including the most recent deal by Philip Morris International (PM) to acquire Canadian tobacco company Rothmans. A pending deal by Altria (MO) for smokeless tobacco maker UST is expected to close in early 2009. The accompanying table presents the statistics for the index and benchmark ETFs for the top 20 rated tobacco companies and all 27 companies in

My 60 Defensive Growth Stock Picks at Inner8.com

The accompanying table presents my 60 defensive growth stock picks at the recently launched online investing site Inner8.com , which I wrote about yesterday. My picks are focused on healthcare and consumer staples, along with some cash rich tech companies such as Microsoft (MSFT). My picks include companies across the entire spectrum of market cap and risk in the biotech industry, ranging from top performers such as Amgen (AMGN) and Celgene (CELG) to small and micro-cap picks such as Discovery Labs (DSCO),

Safe Haven Tobacco Stocks Post Solid Returns & High Yield

The accompanying table presents the ETFI Global Tobacco Index of 29 companies over $100M (USD) market caps, which have posted a gain over the past year for the top 20 rated stocks and outpaced its benchmark ETFs. The top 20 rated stocks have an average dividend yield of 5.6% and only 11 of the 29 companies are listed for trading in the U.S.

Tobacco stocks have outperformed benchmark ETFs for the S&P 500 Index (SPY), iShares Dow Jones Select Dividend (DVY), and consumer staple funds such a

The Panic Trade: A 20-Stock Defensive Growth Portfolio

The accompanying table presents a 20-stock defensive growth portfolio which I believe will outperform the overall market as measured by the S&P 500 Index as the current panic trade comes to an end and investors stop selling stocks regardless of their fundamentals. The average PEG ratio for this group of stocks is below one and the average dividend yield of 4.4% is nearly two times the S&P 500 ETF (SPY) yield of 2.4%. All of the stocks have a market cap over $1B with an average of just under $75B and the indust

Seven New ETF Opportunities

The accompanying tables present an overview of new global equity indexes and ETF proposals I have developed to provide investors with access to six industry groups and one geographic region that currently have no investment products on the market. Of these ideas, only the Nordic Region has a pending ETF filed with the SEC. The goal of these ideas is to provide investors with global equity index investment products which are more focused than broad-based ETFs such as iShares Dow Transports (IYT), Healthcare Sector SPDR (XLV), and Consume

Global Tobacco Index: Smokin' Performance on M&A and Defensive Buying

Global Tobacco Index: Smokin' Performance

Top 5 Companies by 1-Year Stock Gain
Top 5 Companies by Market Cap

The tobacco industry is smokin' the overall market and benchmark funds over the past year thanks to news today that Altria (MO) is looking to buy smokeless tobacco company UST for about $10 billion and defensive buying by investors as economic uncertainties drag down the overall market the past few days. Another notable mover is Star Scientific (STSI), which

Three consumer staple stocks reported earnings yesterday. Typically, these types of stocks are sought out as safe haven investments during slowing economic conditions.

First was Philip Morris International (PM) (Call Transcript). PM reported 2q08 EPS of 86 cents which bettered consensus estimates by 3 cents. Furthermore, PM raised its FY08 guidance by 14 cents on each end of the estimate range to $3.32 - $3.38. During the quarter PM declared its initial quarterly dividend of 46 cents which implies a yield of about 3.5%. I own PM together with Altria (MO) which I received as part of the old

A falling dollar, a looming recession in the United States, talks of bankruptcy for General Motors (GM), WaMu (WM) insolvency debates, a credit crunch turning into global financial meltdown – it’s the end of the world...

Relax- Phillip Morris International (PM) has got you covered.

Can you just hear the register now= *ca-ching!* now being filled with cash. The Europeans are a different breed then us, uptight Americans. They sunbathe in the nude and smoke at the dinner table.

That's something even Don King can wrap the American Flag around!