Altria Group Inc. - News und Diskussionen (Seite 130)

[Pontiuspilatus]

wert der erhaltenen kraft aktien wird komplett nach hev besteuert.
lies einfach den thread der letzten 3 monate steht alles sehr detailliert drin

[Hexelein]

Hallo,

wird ein spinoffs besteuert ?,
oder ist dies ungültig, wenn man die kraft 1 Jahr behält

wer kennt sich da wirklich aus ??

[speculi]

von http://biz.yahoo.com/seekingalpha/070501/34105_id.html?.v=1 (hier ist auch noch ein chart zu finden):
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SeekingAlpha
Notables From the Altria Shareholder Meeting
Tuesday May 1, 9:03 am ET

Todd Sullivan submits: There were a couple of very important items discussed and disclosed at Altria Group's (NYSE: MO - News) annual meeting today. Here they are with opinion.

CEO Camilleri:

Over the next several months, we will continue to carefully and diligently examine the benefits of a spin-off of Philip Morris International [PMI] and other possible value-enhancing options to decide the optimal long-term strategic course to follow.

Before the Kraft Foods (NYSE: KFT - News) spin, there was no mention in any earnings report or announcement of the possibility of a spin. The very fact that Camilleri is even discussing it all but assures the spin that shareholders want. It was also discussed on the earnings call last Thursday. It needs to be pointed out here that PMI is set up to run as an independent company. Therefore the actual spin will only be a paper transaction, not a logistical one.

Shareholder Returns

• Our total shareholder return was 19.9% in 2006, assuming dividend reinvestment, outperforming the Standard & Poor’s 500 Index for the fifth consecutive year.
• Over the past five years, our total shareholder return has been an outstanding 142.6%, significantly ahead of the five-year total return for the S&P 500 Index at 35%.

New Products For PM USA Growth
To enhance its growth profile, PM USA embarked on an adjacency strategy. It took the first step toward this goal in 2006 with the test market launch of Taboka, a smoke-free, spit-free tobacco product that provides a new way for adult smokers to enjoy tobacco in a pouch. PM USA has learned much from this test. While I cannot share our findings for obvious competitive reasons, I can state with confidence that these learnings will be translated into further action, and that a number of initiatives will be announced as the year unfolds.

Much has been said about the possibility of MO buying UST Inc. (NYSE: UST - News) for the smokeless business. It will not happen. Why? Smokers are quite possibly the most brand loyal folks out there; chew users - not so much (I speak from experience, used to be one). What does MO have? The #1 brand of cigarettes with over 50% market share. If they introduce a new product, it will be accepted much like the instant acceptance a new Budweiser product gets by beer drinkers. It will receive a trial by chew users who will be inclined to like it, as it will be perceived as being a quality product. They will have no problems abandoning their current product to try the new Altria one. The cost/benefit of a self-produced product vs. an acquired product is huge for we shareholders, as it leaves billions to be returned to us.

Working With The FDA
PM USA continues to be the only major cigarette manufacturer supporting regulation of the tobacco industry by the U.S. Food and Drug Administration (FDA). This February, legislation was introduced in the U.S. Congress that would grant the FDA comprehensive regulatory authority over all tobacco products sold in the United States. We believe that this proposed legislation offers the prospect of effectively reducing harm and providing real solutions to the many complex issues involving tobacco.

Altria and Philip Morris USA (PM USA) believe regulation of tobacco products by the Food and Drug Administration [FDA] would establish a comprehensive national tobacco policy that could potentially create a competitive framework within which manufacturers are focused on reducing the harm tobacco use causes. The companies believe regulation would also bring predictability and clear standards to the tobacco industry in the United States.

On February 15, 2007, Senators Edward Kennedy [D-MA] and John Cornyn [R-TX] and Representatives Henry Waxman [D-CA] and Tom Davis [R-VA] introduced legislation to grant the FDA broad authority to regulate tobacco products. Altria and PM USA strongly support this bipartisan legislation and urge Congress to take quick action on the Kennedy/Cornyn and Waxman/Davis FDA bills.

The legislation, known as the Family Smoking Prevention and Tobacco Control Act, establishes a regulatory structure and standards for the manufacturing and marketing of all tobacco products that will provide its greatest benefits to tobacco consumers. Key legislative provisions include:

• Regulation of nicotine. The FDA would have authority to reduce nicotine yields and to reduce or eliminate harmful smoke constituents or harmful components of tobacco products;
• Authority for the FDA to regulate descriptors such as "light" and "low tar";
• Changing the language of the current cigarette and smokeless tobacco product health warnings, enlarging their size and granting FDA authority to require new warnings in the future;
• Full disclosure of ingredients added to tobacco products;
• Authority for the FDA to require ingredient testing and to remove harmful ingredients;
• Authority for the FDA to do more to prevent minors from using tobacco products;
• Authority to establish standards for products that could potentially reduce the harm caused by tobacco products and to define the appropriate ways to communicate about these products; and
• A ban on the sale of candy and fruit-flavored cigarettes.

Why would Altria be the only tobacco company that supports this? Easy answer. Because what this legislation will do is standardize cigarettes. Nicotine levels and other factors will be regulated, diminishing the differences between brands. When your brand is number one in a brand loyal market, eliminating the competitions ability to make their products substantially different than yours has the effect of negating them. Since cigarette companies cannot advertise their products, other companies will not be able to give tobacco users a reason to try something else. Essentially, the brands people smoke will remain that way and when you have over 50% of the market, that is just fine. This is the reason other tobacco companies oppose this legislation.

On another note, by allowing the FDA to control such wide ranging rules, Altria is taking a huge step at eliminating future liability threats. Every action they take will be approved by the Federal government and will remove liability that may stem from those actions. Brilliant. Much like the 1998 Master Settlement that made state governments defacto tobacco bond holders and slaves to the revenues they profess to want to reduce, this legislation will further cement Altria's dominance of this highly profitable industry.

The Best Part
Camilleri:

Our ability to generate cash flow remains undiminished. Over the four-year period from 2006 through 2009, we project that cash flow will reach a cumulative level of some $41 billion. We plan to continue using our strong cash flow to reward you, our shareholders.

This statement makes we want to go buy more shares. $41 billion dollars in the hands of one of the most shareholder friendly companies around makes me giddy. Without using any debt, MO could in theory buy back almost 30% of the outstanding shares or they could almost triple the annual dividend. They won't go to those extremes, of course, but I point it out to illustrate the dramatic possibilities for shareholders of the amount of cash they will produce.

This stuff is really fun, folks.....
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lg, speculi

[Pontiuspilatus]

@gongo
du bist der beste kontraindikator den ich kenne.
bitte poste mehr damit ich meine handelsstrategie an dir ausrichten kann

[gongolo]

Antwort auf Beitrag Nr.: 28.921.699 von Pontiuspilatus am 20.04.07 17:20:28

...also ohne gongolo ist hier echt tote Teutonenhose.
Aber der Dollarkurs macht richtig Spass gelle????
Der von mir prognostizierte Kurssturz is just a little bit delayed.

[Pontiuspilatus]

mein gott es lebt
das gongolo is wieder da

[gongolo]

Milchmädchenhausse könnte bald einer Honigbärenbaisse Platz schaffen.
Hab meinen Verkaufszeitpunkt von Altria shares noch immer nicht bereut.

Hab inzwischen ein bischen im m&a Geschäft trittbrettgefahren.
Knorke!!!!!!!!!!!!!!!!!

[roderick123]

mal angenommen, die machen 4,25$ Gewinn, bei 70$ Kurs ist das ein KGV von 16,5.

Ausserdem finde ich es etwas schwach, den Gewinn (aus fortgeführtem Geschäft) um nur 5,1% zu steigern, wenn der Umsatz 8,2% zulegt

[roderick123]

Altria weist Ergebnisrückgang aus, revidiert Jahresprognose nach oben

New York (aktiencheck.de AG) - Der amerikanische Tabakhersteller Altria Group Inc. (ISIN US02209S1033/ WKN 200417) musste im ersten Quartal aufgrund positiver Einmaleffekte einen Ergebnisrückgang hinnehmen, konnte aber beim operativen Gewinn einen Anstieg vorweisen.
Wie der weltweit führende Zigarettenhersteller am Donnerstag erklärte, lag der Nettogewinn im Berichtszeitraum bei 2,75 Mrd. Dollar, bzw. 1,01 Dollar je Aktie, nach 3,48 Mrd. Dollar bzw. 1,24 Dollar je Aktie im Vorjahreszeitraum. Dabei hatte man im Vorjahresquartal einen positiven Einmaleffekt in Höhe von 30 Cents je Aktie aus der Auflösung von Steuerrückstellungen ausgewiesen. Der Nettogewinn aus dem fortgeführten Geschäft verbesserte sich im Vorjahresvergleich von 98 Cents auf 1,03 Dollar je Aktie. Der Konzernumsatz verbesserte sich im Vorjahresvergleich von 16,23 Mrd. Dollar auf 17,56 Mrd. Dollar, was einem Plus von rund 8,2 Prozent entspricht. Hier konnte Altria insbesondere von höheren Zigarettenabsätzen im internationalen Geschäft profitieren.

Analysten hatten zuvor ein EPS von 1,06 Dollar sowie einen Umsatz von 9,17 Mrd. Dollar erwartet. Für das laufende Fiskaljahr hat Altria die Ergebnisprognose von zuletzt 4,15 bis 4,20 Dollar je Aktie auf 4,20 bis 4,25 Dollar je Anteilsschein angehoben. Dabei beinhaltet die nach oben revidierte Gewinnprognose Sonderbelastungen in Höhe von 9 Cents je Aktie, von denen bereits 6 Cents im ersten Quartal verbucht worden sind.

Die Analystenschätzung für das laufende Fiskaljahr liegt bei 4,26 Dollar je Aktie sowie einem Umsatz von 37,91 Mrd. Dollar.

Die Aktie von Altria notierte zuletzt bei 70,08 Dollar. (19.04.2007/ac/n/a)

Quelle:Finanzen.net 19/04/2007 13:23

[speculi]

von http://money.cnn.com/2007/04/19/news/companies/altria.reut/i…

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Altria's profits fall short
Company posts first-quarter profits that rose from a year ago, excluding the Kraft foods business, but still fell short of estimates.
April 19 2007: 7:41 AM EDT

CHICAGO (Reuters) -- Altria Group Inc. on Thursday posted first-quarter profit that rose from a year ago, excluding the Kraft Foods business and the reversal of tax reserves, but still came in below Wall Street's estimates.

The company, which spun off Kraft at the end of the quarter, said profit from continuing operations was $1.03 a share, excluding Kraft and other items, compared with 98 cents a year earlier. It cited strength from its international tobacco business.

Sales for the quarter came in at $9.03 billion, excluding excise tax. Analysts on average had forecast profit of $1.05 a share on sales of $9.16 billion, according to First Call.

Altria's Philip Morris International unit benefited from price increases in some markets and also from the weaker dollar, which increases the dollar value of sales overseas.
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lg, speculi