BTI
British American Tobacco p.l.c.
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$BTI vs $MO (Analysis and Discussion)
If I were to DCA for 2 years into two large cap value plays for long term hold, what would you recommend?
Does Fidelity only allow fractional share buys during market hours?
🚀 Two-Pronged Attack to Glory: Shorting the Ugly or Riding the Green Wave – Choose Your Path to Tendie Town 🌿🔥
British American Tobacco to stay invested in cigarette-to-hotels conglomerate ITC now (BTI, BATS)
Why did the stock chart change with the dividend?
$BTI, $JAPAY - Kingsway Capital in talks with Big Tobacco over AIR stake sale
FDA denial order on British American Tobacco vape products (NYSE:BTI)
Rate my portfolio! 26 year old in here for the long term 💪🏻. Thought about adding GOOGL, BTI, O. Would love a feedback and any suggestion is helpful! Cheers all.
Will Tobacco BTI, MO, PM, VGR and IMBBY Take A Big Hit From The Strong U.S. Dollar?
Bullish on cigarettes for the next decade
1.1 Billion Smokers can't be wrong
The Boomers are running over each other into BTI - British American Tobacco - as an inflation hedge (~7%) yield, YOAT (You only Announce Twice) Earnings is in February (only twice a year) and the beta is ridiculously too low.
What are the subreddit's thoughts on PM / MO / BTI?
Options for VUSE at open, would the stock be BTI (British American Tobacco)?
Looking to get into weed/vape/tobacco companies, mostly for the inevitable benefit of national legalization. $MO and $BTI discussion. Other big players?
Looking to get into weed/vape/tobacco companies, mostly for the inevitable benefit of national legalization. $MO and $BTI discussion. Other big players?
Looking to get into weed/vape/tobacco companies, mostly for the inevitable benefit of national legalization. $MO or $BTI? Others?
Are you worried that a lot of these stocks are still ovepriced?
[Tobacco Stocks] Unpopular but is there money to be made?
FULL Research Report & DD on British American Tobacco (BTI)
FULL Research Report & DD on British American Tobacco (BTI)
An investigation: Hindenburg Research (DKNG)
BTI, strong buy. 08.07 ex div date ( 7,6%), revenue rises , price stay. Target 60, now price 39, p/e: 10!!!!!!!
Dividend stocks you would buy if all equities were to drop by at least 60%?
DD on Organigram [OGI] because no one else has done it.
How do debt repayments and cash infusions affect EPS?
BEST DIVIDENDS STOCKS TO BUY NOW | 4th Week of MARCH 2021 | Market and Portfolio Analysis
Which Tobacco companies ( MO, BTI...) stand to gain the most from MJ legalization ?
British American Tobacco ($BTI/BATS.L) - Riding the Altria ($MO) Momentum
British American Tobacco ($BTI/BATS.L) - Ride the Altria Momentum
Mentions
That's my plan, BTI and MO, dividend aristocrats with facilities to grow already and a good relationship with retailers already.
|NXST|broadcasting|17.25%| |:-|:-|:-| |UVE|insurance|13.25%| |TAC|energy|12.00%| |BWMX|specialty retail|12.00%| |BTI|tobacco|10.75%| |ACGL|insurance|10.75%| |QFIN|credit services|8.00%| |PRG|rental & leasing service|8.00%| |LUG|gold miner|3.25%| |CGAU|gold miner|3.00%| |TUI1|travel services|1.75%| (40.00% fin; 17.25% comm; 13.75% discretionary; 12.00% energy; 10.75% staple; 6.25% gold) (60.00% US; 18.25% Canada; 12.00% Mexico; 8.00% China; 1.75% Germany) (4.44% div; 1.01 beta)
BTI EPS: 2021: 3.26 2022: 3.02 2023: -6.39 lol in what reality have they been steadily increasing EPS? they had Net Income of Negative $14 Billion last year...
Nicotine stocks. People smoke more cigs when they’re unemployed. MO and BTI yield around 10%. Better than T bonds.
BTI for 9% if you like a some risk.
BTI and MO. Because I love high yields!
Currently my biggest winners are: MPW - $3.36 cost basis with 6,000 shares. UNH - $450 cost basis 55 shares The Chinese stocks are treating me well. JD, Tencent, JD, Baba. I’m very active. 90% of my investments are in tax deferred accounts so I buy and sell based on my fair value thesis. My most recent purchases include: HSY, CVS, HCC, BTI
Some excerpts: – The migration of the Company's e-commerce platform is on track for launch by the end of Q2 2024. - New wellness products and formats are planned for 2024 following the successful Q1 launch of Charlotte's Web "Stay Asleep" Cannabinol (CBN) gummies. Since the launch, 48 of the Company's top 50 retail accounts have committed to carrying Stay Asleep, which is launching at retail across the country in Q2. - At the beginning of the year, Charlotte's Web evolved its organic social and earned media strategies, complemented by new product innovation beyond CBD. The Stay Asleep campaign reignited Charlotte's Web's earned media presence, resulting in a 26 million media reach through consumer-facing press and earned social media influencer posts. Organic social media impressions were up 32% in the first quarter, while reach per post was up 55%. - DeFloria (see April 6, 2023 press release), is a botanical drug development company formed in partnership with a subsidiary of British American Tobacco PLC (LSE: BATS and NYSE: BTI), and AJNA BioSciences PBC to pursue a botanical IND through the FDA drug development pathway for a botanical drug to target a neurological condition. - Coalition for Access Now and the industry working group ONE HEMP are actively working towards committee hearings over the summer to potentially align H.R. 1629 with must-pass legislation. .. A true recognizable Brand, a strategy, engagement to shape the market with insiders all around, a medical candidate for "a" neurological disease. This is such an underdog, it's ridiculous.
APA (more nat gas exposure than peers while gas is super cheap) Lynas Rare Earths (China is flooding the market) BTI (long-tem marijuana legalization beneficiary, probably won't moon when the law is passed but big tobacco will ultimately take over)
This is why MO and BTI are the plays.
BTI has been saddled with a lot of debt because of their RJR acquisition in 2017, I think this explains the low valuation. PM is entirely international which explains their high valuation. Of the group I think Altria is the worst positioned for the future and BTI is the best value play.
Sorry I should have clarified. MO and BTI are mostly centered in western nations where these drawbacks are most apparent. Whereas PM and others are international where the tobacco industry isn’t as villainized and more accepted. And if you look at your chart, PM the only one with metrics outside of that norm and PM is more or less the international arm of MO
FYI, BTI has started a buyback program this year. [https://www.bat.com/investors-and-reporting/shareholder-information/share-buyback-transactions](https://www.bat.com/investors-and-reporting/shareholder-information/share-buyback-transactions)
I understand the common problems the industry faces, but fundamentally my question here is what is so different between PM and BTI that PM trades at **triple** the FCF/EV yield and **double** the dividend yield? It's like Coca Cola trading at 30x while Pepsico at 10x. I have only observed this kind of premium/discount between comparable China onshore and Hong Kong listed stocks due to liquidity.
Because the general idea is that tobacco and nicotine use is becoming less popular each year with the newer generations finding less and less appealing. The only places where use of these products is growing or at least not shrinking is developing nations where they cannot command such a premium on pricing. There’s a lot of regulations and pressure to diminish the industry. For the most part the past 10 years most people where in these stocks for yield and you’d get 6-9% because treasuries were held a near zero and it was purely an income play, now that a money market and t bill gets you close to 5% investors have bailed and opted for the easier/safer risk free yield. Hell. Even comms like Verizon and ATT yield about 7% and at least will always be in demand given people aren’t ditching cell phones anytime soon. That all being said I picked up BTI at $28.70 not too long ago and can’t be happier. The 10% yield is safe, they can self fund capex and pay off debt enough so that even rolling some of the bonds should not result in raised interest expense. And they can even afford to buyback some shares. I still believe we have at least 10 years before users start to meaningfully diminish. But hey I could be wrong
All 3 of us are also still in that zinc bromide company too lol I'm guessing... I believe shortyafter is the BTI dude. He didn't post about specific stocks often but when he did it was BTI or some Spanish company.
A dividend is just withdrawing money from the company bank account and handing it to shareholders. The share price goes down by the same amount (although it's not counted as a loss) because it's a lateral move in value. BTI also has heavy debt so it is essentially borrowing this money to give away.
MO and BTI usually go up.whem tech is down
Anyone here looking at buying British American Tobacco? $BTI mad dividend, yielding 10% rn
Look at BTI, one of a few companies to be sanctioned by the United States for North Korean made cigarettes.
Should've listened to me when I said PM, MO, and BTI are the way to go for that.
So why isn't BTI going down really? After UK tobacco ban announcement. Delayed reaction?
Who else thinks $PM and $BTI vapes should be available without age/flavor restrictions? Better than letting the illegal Chinese gas station vapes poison our youth.
BTI doesn't seem to move much at all, I've had my eye on it for a few quarters now and it seems more or less pinned at $30. Nice divi tho.
Just a correction. Yes stocks should go down when yields go up but not my the percentage but rather by the percentage point. Sp500 should be down higher than the 1% in the past month. Now is a good time to enter the market. I'm going to move money from savings and am looking for something to provide more than a 5% yield. I'm thinking BNS.TO, IIPR, BTI, PFE, NEP, and if it comes down SCM. I was considering a covered calls strategy on roku but we'll see how volatile it'll be post earnings.
Marijuana will stop being cool when it's legalized. Also those companies aren't very good and the market will belong to MO and BTI.
PMI is more aggressive in its energy saving strategies than bti. BTI just started this while PMI started years ago. Tobacco indistries needs massive amounts of energy. They have a few plants in UAE/Russia they had to let go, pushing a campaign of improvement of their lines of their factories in central Europe. They also have a very aggressive strategy in M&A for new products Not saying British is bad, but PMI is worth to take a good look on.
Agreed. Even my BTI is down 1.5%. People don't stop smoking cigarettes during wars... apparently the market is efficient.
What are your thoughts on MO vs BTI? I’ve been holding BTI for awhile now
You are right, but the answer is not MO, it is BTI - better next gen products, more revenue, revenue growth, lower valuation, higher dividend
a tobacco company would be wise to jump in. BTI, PM, and MO are very solid.
> I think owning PM or MO 100% this (but replace PM with BTI since PM is non-US markets). Tobacco companies have a pretty good war chest and income right now and are pretty obviously waiting in the wings to sweep up the existing Marijuana companies if it's ever legalized federally.
Please switch to a vaping product made by British American Tobacco. Thanks.* *(BTI holder here)
True that BTI does not have a firm agreement to buy OGI, but you need to shake your head if you don’t think a multibillion dollar tobacco conglomerate with 45% ownership in OGI doesn’t control the company. They have two board members and they will be the only company allowed to purchase OGI. They have first right of refusal as soon as they pass that 20% or so and they will be calling the shots. That’s not to say that the CEO doesn’t have a fiduciary obligatory to shareholders and they will not be given a nice premium when the acquisition does finally role in.
BTI does not have "the optionality" to buy out OGI. If Beena and the board wanted this to be so, they would have approved it. But they did not. This, BTI is a minority owner and will remain so unless and until it makes a sufficient offer the company finds acceptable.
Wouldn’t be surprised if BTI gets in on that capital raise as well. They will buy out OGI at a nice premium as soon as the USA allows companies to own cannabis operators on the big exchanges. Buy out in less than one year
I think the tobacco stocks are very undervalued. Specifically, $MO $BTI
big tobacco like BTI, UVV, VGR etc could be players
Decent, with one warning from personal history and seeing people lose their 401(K)'s in 2009: REITS have a terrible time maintaining dividends (Commercial real estate markets of 2020-2023, for example). There's a self-replicating problem REITs create... to keep up dividends and profits, they must always be raising the rents. When income in an area doesn't keep up, and people start paying more than 47% their income on rents, this has a direct correlation to crime in the area... long story short... by REITs making more on properties, leads the areas of those properties to decline with crime, destroying the REITs location value. Plus, there's a bigger liklihood of regulations hitting the housing market, than others. I got out of REITs in 2017. Changing my dividend choices to Tobacco like BTI (returns 9-10%/year) because of the inelastic nature of addiction and the likelihood of growth during economic recessions. (Smoking is a voluntary luxury, housing is a necessity.)
BTI under $30. 10% safe dividend with likely cap gains in the future
At the limit, and they're fluctuating wildly. 2021 - FCF was 3x in the negative, on top of the dividend 2022 - a few % more than FCF 2023 - 15% below FCF Leverage already at the max. Yeah, saying it's safe is a stretch. BTI on the other hand has like 50-60% of very stable FCF.
Altria ticker MO and British Tobacco BTI are the kings of dividends, both are at lower sides of their historical valuations too. They are tobacco so growth and profitability is limited in the US although globally growth and profitability can still grow unfettered, but this makes them profitable companies but not ‘growth stocks’ which makes them pay big dividends since they do make a lot of money it just stays pretty consistent. Right now they both trade at price to earnings that make them decent buys anyways but with almost 10% consistent dividends you really cant go wrong. Now different ppl have different takes on dividend stocks for various reasons but in the case of these two I think they are about as strong of high dividend stocks that you can buy. That said more large cap companies exist that pay less in dividends but have more potential for gains in stock price like coca cola etc but in the end Tobacco is my favorite dividend sector for a portion of any portfolio. If you are just wanting to buy something and have it grow over the long term without really watching it and going through lots of volatility etc they are great options. For the long investment game its hard to beat.
In increase in interest rates maybe what hit the price of these dividend stocks. Many income investors seek short bonds such as T-bill funds like SGOV that pays a dividend of about 5%. Rates probably won't come down any time soon, so all three of PFE, VZ and BTI may refuse to go anywhere even if the company sustains the same dividend amount per year. If your plans need dividend income or just income, maybe investing in a dividend appreciation fund such as SDY or VIG, and investing in t-bills such as SGOV may work for your financial planning.
BTI is rolled over by PM in every field of new category growth.
I've looked into BTI. The problem they're facing, together with Altria, is that US smokers are quitting in droves by switching to vapes or nicotine pouches. Both companies are not greatly positioned in those areas, especially since vapers have massively opted for illicit flavored disposables. Historically they've raised prices to offset lower volumes but that just seems to accelerate the quit rate as branded cigarette packs are now over $8 on average (but much higher in states like NY and CA).
Cashflow investor in YouTube has a great video on BTI that covers this well.
What happened to the guy that was always posting about $BTI. He had some good stories.
BTI has low growth, but hey, it grows (unlike Altria for instance) despite its valuation suggesting they go bankrupt within a decade. their dividend is also quite sustainable, as they pay out only about 60% of earnings. so yeah, that's exactly why I bought them. feels like the whole "oil is bad" situation again - and now look how that turned out for XOM and Shell
Too vague of a question. For what it's worth I consider BTI to be a healthy business with a clear path towards further growth and a surprisingly safe dividend considering it's yielding ~10%.
VZ is a slow growth stock. You are buying it for the divy, not price appreciation or double digit growth. BTI no idea. PFE is having issues with their drug pipeline. Made a major acquisition. Might pay off but it is not a short-term play.
Add a few more BTI shares and hope for a girthy divvy further down the track
Yes CPT Obvious that is correct - my biggest holding is BTI which has a high dividend but is down 20% - it's only the few growth stocks I do own that stopped the whole portfolio from tanking - but what to do now
Not an ETF but if interested in yield, look at British American Tobacco (BTI)
Riley Financial, Inc. (NASDAQ: RILY) Class Period: May 10, 2023 – November 9, 2023 Lead Plaintiff Deadline: March 25, 2024 The complaint alleges that throughout the Class Period the defendants made false and/or misleading statements and/or failed to disclose: (1) that Brian Kahn had been credibly implicated in a conspiracy to defraud investors of millions of dollars; (2) that, in spite of this involvement, B. Riley continued to finance the transaction enabling Kahn and others to take FRG private through complex arrangements; (3) that the foregoing was reasonably likely to draw regulatory scrutiny to B. Riley; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis. https://www.globenewswire.com/news-release/2024/03/14/2846597/3448/en/DEADLINE-ALERT-for-BTI-RILY-ADM-EAF-Law-Offices-of-Howard-G-Smith-Reminds-Investors-of-Class-Actions-on-Behalf-of-Shareholders.html
Current portfolio is \~10K USD * MSFT: 15% * AMZN: 10% * MA: 9% * CVX: 5.5% * BTI: 5% * META: 5% * ACGL: 4% * MNST: 2% * VOOG: 20% * QQQM : 5% I have about 1K sitting in the account right now not invested in anything. Anyone have any thoughts on what I should invest in with it?
They are value traps to an extent. But if they simply stabilize they will be great investments. Both MO and BTI have valuable holdings in other companies. I believe MO owns some KRaft or maybe it was BUD. And BTI owns like 25% of a large conglomerate Indian company. So they have hidden value right there. Their long term debt is thus not an issue at all. What is an issue is falling volumes. In the instance of MO slowly but surely E-cigs are becoming a larger and large fraction of their revenues. I agree these aren't wholesome companies but at some point cig volumes will stabilize and E-cigs or vapes will help them return to some growth. Long term I don't think they are a value trap. If there is another large lawsuit though than I'd say leave forever cause it will never end... In that regard maybe its a value trap.
Yolo, here we go. BTI BYD JD BIDU TCEHY BABA
Probably no one from the cannabis sector, given the limited license landscape in many states. In my dreams it would be a tobacco company like BTI, MO or PM.
Whats your read on BTI? The news im reading is confusing; are they currently losing money while paying a dividend?
The more I see BTI crashing, the more I buy. Those sweet 10% dividend feel quite good.
what about a bank. HSBC. they are much more solid than they get credit for now, and are inexpensive cigarette companies are also completely out of flavour :- ) can get 10% div yield on altria or BTI
# I fucking hate trading. # Everything I buy turns to absolute dog shit after I am shareholder. # My largest holdings: # TSLA, AAPL, GOOGL, PANW, PFE, PEP, BTI # Dude I just quit and buy VOO. That shit is rigged against me and I would be insane to play in a rigged game.
Nope. $BTI $VOD $MO $MOS to name a few
I would never put 100% in any one stock but liberty broadband stellantis and BTI feel very cheap to me.
Looking like congress is getting their trades in ahead of new legislation. Humming about a menthol ban has been going around for a couple of years and today MO and BTI are taking a huge dump while PM(based in an actual free county) is green on the day. Europoors, what is it like having freedom? I am glad our government overlords have our best interest in mind. I am sure they are not just tired of people getting a few smoke breaks in during the work day. They need to make sure the labor class can keep working into their 80s.
What do I need to understand for investing in REITs to not be stupid? TLDR; O & ABR APPEAR to be quite discounted at present. How do I understand how REITs make money and how to value them? Would these be good buys? At 33, I'm new to investing. about 3 years ago, I started an IRA and max that every year. Passive global equity indexing is my bread and butter, followed by actively managed US small cap value exposure. I also have a taxable account that I'm treating like a savings account for a house downpayment (miniature dollhouse with a puddle-side view). In my taxable account, I'd say 50% of my holdings are in individual companies. More purchases were made based on the convictions of others than I'd like to admit. I hold BTI, WM, CROX, CVS, CP, KO, ALB, MO and some others. The truth is that I don't understand any of these industries deeply. Many renown investors have advised over the years that if you don't understand an industry/business that you want to invest in, you'd probably be better off buying index funds. I've been shooting from the hip a little and I'm wanting to reel things back in and try my hand at doing a proper valuation. How would I go about understanding REITs specifically? Or any other industry for that matter? I appreciate any and all advice. Hope you all have a great start to your week!
|Companies|Allocation| |:-|:-| |NXST|17.75%| |UVE|14.50%| |BWMX|14.50%| |STLA|10.00%| |ALSN|9.00%| |BTI|9.00%| |CROX|7.75%| |ACGL|6.75%| |VLO|4.75%| |TUI|1.75%| (34.00% discretionary;; 21.25% financial; 17.75% comm; 9.00% industrial; 9.00% staple; 4.75% oil) (29.00% small cap; 36.25% mid cap; 30.50% large cap) (3.82% dividend; 1.06 beta)
Hopefully I get no bad karma from this. Bought some BTI
Mostly I get retirement and dividend oriented ones, the algorithm knows what I want. Right now: Why the Latest 'bad' inflation is our key to solid 8% dividends VTI vs. VOO: Which is better? Is this 10% yielding tobacco stock finally a buy? (BTI - and yes, 5 stars on MS)
For funds, not so much. For stocks\*\*, probably a 8 or 9. Their fair value rating weighs heavily in the buy/hold star rating. E.g., when AMZN was five stars recently, I sold some puts well below the current share price. Those expired leaving me with the profit, but had they exercised, I would have loved to own more. My 5 star holdings at the moment: O, PFE, BAYRY, BTI Of those, only BTI is a position I've held for long, others are new in the last year or two and added due to dividend, sector and star rating (undervalued). My two stars? I have none. And I have five threes and ten fours. \*\* My stock portfolio is about 1/3 of our NW, the rest is index funds. It started much smaller and I enjoyed the individual stock picking and researching enough to keep at it for the last 25 years or so.
>Finviz.com screener > >(BTI btw) I was looking at this earlier too. Great screener. I couldn't consistently make it output a list of companies with 3-5 year bullish runs like the graph above tho
Aren't they partnered/connected with Sanity Group in Germany. Sanity Group also w/ BTI investment. Not completely certain but I think OGI exports to Sanity Group.
I don't usually give advice. I just like to focus on what I'm doing. But I will tell you that a mate of mine had everything UVV, imperial... everything. And he sold it all and went back to BTI. On dataroma.com You can see the super investor activity...BTI PM MO Are the only ones owned there. BTI More than the others.
BTI can’t go wrong with that dividend
Probably cigarette stocks, as they're among my longest held. I've trimmed MO down to just house money, but also own BTI and PM. ROI = grrrrrrrrrreat! No seriously, no idea. Bought AMZN in 2014, now at 3.8x (280% gain), still holding. MCD since 2011 - love me the DRIP action. 224% gain.
Tobacco sector is nice, low valuations due to the decline in combustibles but nice growth in new age products and really solid dividends. Got some BTI and MO
Agreed, BTI in particular. One my largest holdings
Philip Morris (PM) and British American Tobacco (BTI)
I'm a fan of BTI and MO, big dividends, undervalued, been around a long time, and BTI is a long shot marijuana play
Everybody knows they have pricing power. Beyond priced in. Believe it or not, a stocks can go nowhere for a decade while fundamentals continue to improve year after year. I bet British American Tobacco (BTI) will dramatically outperform FICO over the next decade.
Start DCAing into BTI. Straightforward business, tobacco isn’t going anywhere (as much as everyone screams that it is), it’s reasonably priced, high margin wide product moat in its sector, a handful of rivals, forward guidance focused on paying down debt, currently at a 9%+ dividend rate to float you during any dips with a ton of upside. Cash cows do well in a high interest rate environment.
A market cap of almost 150B and free cash flow around 0.5B? I’ll pass. Look at British American Tobacco (BTI) for an example of real value.
It’s days like these that I appreciate OGI. Not for the obvious reason that they killed it today, but for the British American Tobacco sugar daddy going to buy them out eventually. They are on pace to own 45% of OGI for $3.22 CAD. I see this as a base level for OGI going forward and is still a nice premium even to today price. Obviously to take out the rest of the company when major catalysts come with be at a much higher premium to this as well. I weighed between buying OGI and BTI for some time and settled on OGI. The upside is much higher and I get some eventual exposure to BTI. Worst case is that BTI buys out OGI once the sector is de-risked and allowed to traded on major exchanges. BTI will be moving aggressively into this sector with billions of free cash flow to buy out these targets. I will happily collect a 10% dividend once they got bought out at a large premium. Obviously there is always the risk of a canopy shit show and warrants expiring, but it appears BTI has waited to make a calculated decision in investing in OGI here.
How does this sub feel about $BTI
Any DD for BTI? That's very interesting to long
I’m liking this Albemarle. BTI is British and BABA is Chinese, not sure about those
$MO $BTI smoking isnt optional to smokers.