tag:blogger.com,1999:blog-2800029095243726187.post9073373469859066590..comments2024-02-10T04:36:02.792-05:00Comments on Dividend Growth Machine: Dividend Increase: PMDividend Growth Machinehttp://www.blogger.com/profile/13304571550687216360noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2800029095243726187.post-1219167946489571412012-09-14T09:14:35.125-04:002012-09-14T09:14:35.125-04:00Mikko: Thanks for that information. I appreciate h...Mikko: Thanks for that information. I appreciate hearing about how regulations affect businesses in various countries, so it is helpful to learn about the effects of the anti-smoking legislation in Finland.Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-83685453386012370582012-09-14T08:09:26.540-04:002012-09-14T08:09:26.540-04:00Regarding plain packaging: We have an anti-smoking...Regarding plain packaging: We have an anti-smoking legislation in Finland (propably some other European countries have it too)where retailers had to rearrange sales points so that cigarette packages cannot be seen by customers. Also the pictures of brands or cigarette packs on vending machines were replaced by numbers. So the customer has to know which brand he will have and then request it from the salesperson (or use a numbered list when using the vending machine). The regulators hoped that this would have a negative effect on cigarette sales, but according to recent news, the sales have actually grown despite this regulation. This makes me believe that the cigarette industry will survive from the expected plain packaging too and will continue to generate significant cash flow to the owners. I'm pretty confident with my PM holdings and I'm also looking to increase my position. <br /><br /><br />Mikkonoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-85506677010741441502012-09-12T21:11:27.516-04:002012-09-12T21:11:27.516-04:00Dividend Mantra: Thanks for your comment. I also h...Dividend Mantra: Thanks for your comment. I also have a fairly large position in PM, so I am not really looking to increase it at the moment. Regarding plain packaging, I think it is too soon to tell how it will affect their business. It will reduce brand recognition, but if that happens across the board (i.e., their competitors also lose brand recognition), then the effect on PM in particular might not be too bad. However, it is something that will need to be monitored over time.Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-91275903478849759432012-09-12T20:36:14.475-04:002012-09-12T20:36:14.475-04:00Great increase here...and it follows the 7% increa...Great increase here...and it follows the 7% increase from Mo recently.<br /><br />PM has had some weakness lately and is looking attractive again. I already have a fairly large sized position at 80 shares, so not sure I want to add to that now. <br /><br />My concern with PM is the plain packaging in Australia and whether that could spread to Europe and beyond. Certainly the growth for PM is in Asia, but the plain packaging is certainly concerning. It pretty much takes away Big Tobacco's last advertisement. What are your thoughts on that? If the plain packaging is successful in Australia, I could easily see this spreading. <br /><br />Best wishes!Dividend Mantrahttp://www.dividendmantra.comnoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-51755245356529236422012-09-12T20:06:12.011-04:002012-09-12T20:06:12.011-04:00Anonymous: Thanks -- I'm always delighted to g...Anonymous: Thanks -- I'm always delighted to get a double-digit percent dividend increase!Dividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-56856397541888363502012-09-12T19:51:50.903-04:002012-09-12T19:51:50.903-04:00I love dividend raises!! Especially when there ove...I love dividend raises!! Especially when there over 10%. Good for you DGM!Anonymousnoreply@blogger.com