Altria

Sell or hold $AMZN? 📈

I’m currently thinking about what to do next with my position in $AMZN.

Do you think tobacco company stocks are still interesting, or have they already seen their main growth and are now expensive?

For a while it looked like tobacco companies would fall out of favor and their sales would decline, but the opposite is true. For example, Altria ($MO) reported very strong results yesterday and its shares gained more than 8% that day. Overall, tobacco...
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My scenarios for the coming days and weeks

Based on an analysis of my portfolio and the current market situation, I have three scenarios outlined for the short/medium-term outlook. I note that these scenarios are developed for my portfolio, which does not have a high correlation with the S&P 500.

Optimistic scenario: We can expect another decline of 3–5%, then a short period of...
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📅 This week's key events!

This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.

📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.

Consumer confidence in the U.S. - An important barometer of future...
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What stocks do you consider to be a stable part of your portfolio?

I try to stabilize and diversify my portfolio with stocks like $BAC and $CAT. Until recently, I also had $MO in my portfolio .

Do you have any stocks in your portfolio with a dividend above 10%?

I held tobacco stocks like $MO and $BTIin my portfolio until recently , where the dividend was around 8%. But I recently sold them and moved the money into other stocks.

📊 Investment overview of the week: Giants' results, macroeconomic numbers and key impulses for the markets!

Get ready for a busy week that could have a major impact on market sentiment. The combination of corporate results and important data from the US economy promises a really interesting week.

🍕 Monday
📊 Results before the markets open:
Domino's Pizza $DPZ - Results will show...
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Do you have tobacco company stocks in your portfolio?

These dividend stocks are doing quite well this year, as $MO, $BTI and $PM are up more than 10% since the beginning of the year. Last year I had $MO in my portfolio and was very happy, but this year I sold the dividend stocks and bought growth stocks.

Do you address moral considerations and ethics when investing in stocks?

Personally, I more or less don't address that when investing because every company does something wrong, and I couldn't invest anywhere with that attitude. On the one hand, I understand that it's not ideal and that it's not pretty, but on the other hand, I don't mind investing in companies like $MO or $LMT...
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Altria Group: the S&P 500 dividend leader with a yield of almost 8%

Altria Group $MO has become the most attractive dividend stock in the S&P 500 index, thanks to a yield of nearly 8%. This status was reinforced by pharmaceutical giant Walgreens Boots Alliance's decision to suspend dividend payments, which shifted investor attention to Altria and other stable dividend payers.

Ke...
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🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇

🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
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Which dividend stocks make up the largest part of your portfolio?

Of the dividend stocks, I have a larger position in $MO, $VICI, $O and $KOMB.PR.

Do you have any stocks in your portfolio that are not too dependent on economic cycles?

In my portfolio it would definitely be $WMstocks , as garbage is always being exported. Plus, the chart shows nicely that the various crises in the past have not affected this stock much. The other stock will probably be $MO, since people are always smoking whether interest rates are low or...
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🗓️Klíčové events of the week! 🌟

This week will be the most important week of the whole results season for me, since there are so many results and events, I'm just attaching my list of the most important news:

❌Monday
Prague Stock Exchange closed due to a public holiday

Results:
Before the markets open: ON Semi $ON

After markets close: Ford $F

📊Tuesday

US Consumer Confidence

JOLTS - Job...
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Shares of $BTI and $MO formed new ATH today. Both stocks are up over 25% year to date and also pay a dividend of over 7%. I had both $BTI and $MOin my portfolio until the beginning of the summer . I sold $BTI and kept $MO as I trust Altria and don't need more than $BTI and two tobacco stocks in my portfolio.

What about you? Do you prefer $BTI or $MO and why?