Philip Morris International (PM) is experiencing positive momentum driven by strong financial performance, including a 14% increase in EPS and 7% rise in sales [6], fueled by the growth of smoke-free products like Zyn and IQOS [1], [6]. The company's pricing power [3], [10], international focus [1], [7], and high margins [2] contribute to its resilience in uncertain market conditions [4]. While some articles mention a preference for AI stocks due to higher growth potential [4], [5], PM is viewed favorably due to its consistent dividend growth, reasonable valuation, and successful transition towards smoke-free products [5], [6], [7]. Expansion opportunities exist with the potential re-entry of IQOS into the U.S. market [1] and ongoing marketing efforts such as the collaboration with SELETTI [9], but concerns about tariffs remain a potential risk [3].

Qualcomm (QCOM) is anticipated to report strong Q1 2025 earnings on April 30th, with analysts predicting an EPS of $2.90, exceeding estimates and suggesting a positive earnings surprise [1], [2]. The company's Zacks Rank #2 (Buy) reinforces this positive outlook [1], [2], [6], [8], [10]. Qualcomm's growth is driven by strong performance in automotive and IoT sectors [3], [4], [5], strategic acquisitions like MovianAI and Edge Impulse Inc. enhancing its AI capabilities [5], [9], and partnerships like the one with DeepRoute.ai to develop ADAS and automated driving systems [7]. While geopolitical risks related to China persist [5], [9], the company's strong financial performance, low valuation metrics [4], [6], [8], and leadership in key growth markets like AI and 5G position it for continued success [3], [9]. Pre-planned stock sales by company insiders have been reported, but these are not viewed as significantly negative [11], [12].

Cintas (CTAS) reported strong Q3 results, exceeding profit expectations and driving organic growth and margin improvement [1]. This led to a stock surge and positive market sentiment, strengthening Cintas's market position [1]. The company also announced a quarterly cash dividend, continuing its history of increasing payouts [5]. While positive technical indicators like crossing the 200-day moving average suggest a bullish trend [2], earlier in Q4 2024, CTAS experienced an 11% stock drop due to slowing organic growth and declining sales in certain product segments [8]. Cintas also ended merger talks with UniFirst, shifting focus back to organic growth strategies [10]. Insider stock sales by an executive were also reported [11], [12].