Thursday, September 23, 2010

MO-JO

Jason--Your goto stock!!!

 
 

Sent to you by Dominic via Google Reader:

 
 

via Think BIG by Bespoke on 9/23/10

Altria Group (MO) has been on a tear this year with a gain of 20.12%, and this doesn't even include the 6.5% dividend the stock pays.  As shown below, MO is currently trading nicely above its 50-day moving average in a solid long-term uptrend.

As a tobacco maker, MO is generally considered a defensive name that investors flock to when the cyclicals aren't working and the economy is in flux.  But a look at MO's historical yearly performance versus the S&P 500 shows just how much of a powerhouse the stock is.  Since 1981, MO has averaged a yearly gain (not including dividends) of 18.54%, while the S&P 500 has averaged a gain of 8.77%.  In the 23 years that the S&P 500 has been up for the year, MO has outperformed the index 20 times.  In the 9 years that the S&P 500 has been down, MO has outperformed the index all 9 times.  On average, MO has outperformed the index on a yearly basis by 9.76 percentage points.  Outperformance in down markets as well as up markets is an attractive quality for a stock to have.

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