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Summary Imperial Brands stock has a superficially "cheap" 7.7x P/E and a 7.0% Dividend Yield, but FY22 results on Tuesday had few positives. EPS grew 6.8% but mostly due to lower debt and currency. EBIT rose 1.8%, excluding currency mostly due to litigation charges. Group Toba...
Summary Our concern previously for the IYK was the possibility of downtrading occurring in the product portfolios of the owned companies. P&G was the most dangerous area we thought, but it is managing EPS growth regardless. Likewise, Pepsi and PM are resisting downtrading it s...
Summary Imperial Brands is scheduled to release a pre-close update on October 6, and we expect mostly positive headlines. FY22 guidance is likely to be met, and the update may point to higher dividends and the resumption of buybacks in November. H1 results released by competit...
Summary British American Tobacco shares have stagnated in USD in the past few months, and are at 10.6x P/E and a 6.2% Dividend Yield. Things became cloudier since H1, when it achieved a mid-single digit EPS growth but with a much weaker U.S. Combustibles volume. Its Vapour bus...
Summary I'm launching the first edition of the UK Top 40 High-Yield Blue-Chip Stocks list. The list is based on stocks from the FTSE 100 and FTSE 250. Given the weak economic backdrop, it shouldn't be a complete surprise that the average dividend yield across this list of stoc...
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 be worth your time for f...
Altria Group news has been bad for years - with yet another blow with regards to the Juul investment recently. The money is already lost, going forward, Altria should continue to produce steady earnings growth. With a yield just below 8%, even lackluster future growth rates will p...
Trailing pick performance, future stock market risks, and some housekeeping items are discussed. 4 new buy signals are explained. Preformed Line Products is highlighted and analyzed in more detail. Overall gains for investors from the first 7 weeks of VBR picks have been...
KXI has been very resilient in price, but if a recession hits hard, the same security might not present itself in the fundamentals of the portfolio companies. Downtrading is a real risk for consumer staples investors. Consumer staples offer opportunities to get exposure to inferio...
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 be worth your time for further analy...