BTAFF News and Press, British American Tobacco Plc From 03/21/24

2024-03-21 18:44:06 ET Summary British American Tobacco (BTI) is the largest tobacco company in the world, with a large moat, making it difficult for new tobacco brands to enter the market. Despite declining smoking trends, BTI remains profitable and offers a high dividend yield o...

2024-03-18 06:46:25 ET Summary I have been actively reshaping my portfolio by selling off low-conviction holdings and focusing on high-growth compounders. I have reduced my holdings from roughly 90 to roughly 70 over the past 6 months or so. I am excited about my current alloc...

2024-03-11 08:22:37 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2024-03-10 03:06:47 ET Summary Village Farms stock has declined recently after a period of growth, now trading lower than when previously discussed. In Q3, Village Farms reported slightly lower overall sales but higher-than-expected adjusted EBITDA. Analysts expect flat revenu...

2024-03-06 07:40:00 ET Summary A record 39 new analysts joined us in February 2024, bringing fresh perspectives and ideas to the community. Analysts cover a wide range of areas of interest, including value investing, dividend investing, growth stocks, and cryptocurrencies. Som...

2024-02-20 17:48:45 ET Summary British American Tobacco is very attractive to investors due to its 9.5% dividend yield, cheapness of the stock, and perceived resilience to economic downturns. However, I think it might be a value trap. I have concerns about the decline of the core ...

2024-02-19 06:56:39 ET Summary The tobacco industry has been under scrutiny due to growing public concern about the potential health risks associated with consuming tobacco products, resulting in macro headwinds. In my opinion, the worst-case scenario for British American Tobacco'...

2024-02-18 11:30:00 ET Summary Broyhill Asset Management is a boutique investment firm guided by a disciplined value orientation. We operate outside of the fray and invest with a rational, objective, long-term perspective. The largest contributors to the portfolio's performance fo...

2024-02-13 13:18:54 ET Summary British American Tobacco's price jumped by 7% on its 2023 results, that reflected revenue growth in line with guidance and adjusted earnings growth as well. Significantly, the new categories business saw robust revenue growth, increased its contribut...

2024-02-11 23:53:26 ET Summary The Philip Morris stock fell after missing Q4 2023 earnings estimates, but the results are good on their own, with healthy growth in both revenues and adjusted earnings. Its outlook for the medium term is positive too, particularly as it expects to c...