Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Altria Group Inc (NYSE: MO)
Altria comprises Philip Morris USA, U.S. Smokeless Tobacco, John Middleton, Ste. Michelle Wine Estates, Nu Mark, and Philip Morris Capital. It holds a 10.2% interest in the world’s largest brewer, Anheuser-Busch InBev. Through its tobacco subsidiaries, Altria holds the leading position in cigarettes and smokeless tobacco in the United States and the number-two spot in machine-made cigars. The company’s Marlboro brand is the leading cigarette brand in the U.S. with a 40% share.
A quick look at the price chart below for Altria shows us that the stock is down 19% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 8.33, which means that it’s undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in Altria include:
Ken Griffin – 8,158,768 shares
Jim Simons – 3,198,545 shares
Cliff Asness – 1,218,377 shares
Steve Cohen – 645,248 shares
Joel Greenblatt – 610,157 shares
Tom Russo – 374,042 shares
David Einhorn – 305,400 shares
Ray Dalio – 101,832 shares
Ken Fisher – 60,373 shares
Murray Stahl – 39,602 shares
Paul Tudor Jones – 26,634 shares
Donald Yacktman – 22,500 shares
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