Month: March 2014

$MO update

Altria (MO) is a long term investment for the Club as it yields a high divident and long term growth. Over the past 44 years, MO has increased it’s dividents every year. It currently yields %5.2 and a high payout ratio…just a reminder of why we hold on to this stock.

$BTI update

BTI has benefited from recent talks of axquisitions amount tobacco companies. Recently there have been talks of a Loullard/Reynolds Meyer merger. Additional, BTI could take over or have a joint venture with Reynolds American (RAI). BTI already has 42% stock in RAI and the takeover would expand its footprint in the US, making it Altria’s …

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$COST Stock Update

Earnings were reported on March 6th. Highlights included: Earning down 4.5% from a year ago – $1.05 a share from $1.10– but still beat analysts’ estimates of $1.17 Sales rose 5.8% to $26.3 billion, analysts estimated $26.7 billion 15% decrease in quarterly profit due to “deep discounting in the holiday shopping season” Revenue from membership …

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$STZ Stock Update

STZ has been tearing it up lately, after earnings released in early January and raising their profit outlook for FY 2014. They continue to be a big player for us and we will continue our hold position.

$WFM Stock Update

Earnings reported Feb 12th. Highlights included: EFS of $0.42 compared to expectations of $0.44 Revenue of $4.24 billion compared to expectations of $4.29 billion Moreover, the earnings and sales outlook for FY 2014 were reduced again (also reduced for 2013) Metric FY ’14 Initial Outlook FY ’14 Revised Outlook-4Q FY ’14 Current Outlook Earnings per …

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