British American Tobacco plc (BTI)

All Comments on BTI

  • commenter
    INvestor124
    Sep 29 04:29 PM
    Six Tobacco Stocks : Smokin' or Going Up in Smoke? [view article]
    I hope that Star scientific goes up, because i just bought a 100 shares of it! Ha. Reply
  • commenter
    jaedi
    Sep 17 05:43 PM
    Attractively Valued International Dividend Stocks [view article]
    Watch out for Allied Irish Banks. Although AIB is relatively well managed, Irish financials in general have far more to fall before they reach a floor. Irish banks balance sheets are full of toxic assets. In Ireland they don't call it subprime but mortgages were given at ridiculous multiples of gross salaries for property that was over-valued to a much greater extent than in the US. Undeclared credit union (i.e. savings & loans institutions) are used by property buyers to pay for deposits which drives up the effective salary multiple even more. They are also over-exposed to property developers who have speculative holdings in agricultural land priced at over 7 times the average European value. Construction has collapsed across the board and the banks will be left holding worthless loans to bankrupt property developers. A silver lining is their ownership of a large Polish bank and other assets in Eastern Europe. Reply
  • commenter
    oldtrdr
    Sep 04 01:01 AM
    My Website
    Attractively Valued International Dividend Stocks [view article]
    couldashoulda,

    Yeah, that's usually the case...a high yield results (at least in large part) from a falling price. The "trick" is trying to figure out whether the falling price is due to the "baby being thrown out with the bathwater"...(sto... in a sector thats being hammered), or whether there are serious problems with company. Also, are the problems only a quarter, or two of setback, or is the business model really "broken"?

    The only way to tell is by crunching the numbers.....and DS might read 'em one way.....you or I might read them another....sorry, no "free lunch", :-)     Reply
  • commenter
    couldashould
    a
    Sep 03 06:34 PM
    Attractively Valued International Dividend Stocks [view article]
    DS
    Thanks for the fine analysis. One worry --- Some of these have a high(er) Div yield because the stock has dropped significantly over the past x months. Is there anywhere someone might have insight on this potential problem other than doing the homework you identify.
    I'm lazy. Thanks again     Reply
  • commenter
    Dividend
    Growth
    Investor
    Sep 03 03:06 PM
    My Website
    Attractively Valued International Dividend Stocks [view article]
    Arturo,

    Actually BLX didn't make the cut because of its erratic dividend history, it wasn't included in the Mergent's International Dividend Achievers list.     Reply
  • commenter
    arturo52
    Sep 03 11:46 AM
    Attractively Valued International Dividend Stocks [view article]
    Forgot to put BLX on the list Reply
  • commenter
    User 146323
    Jul 18 03:42 PM
    Is Tobacco a Safe Haven in the Current Market? [view article]
    The market's rotation in and out of defensive sectors like tobacco has been evident and acts as a spoiler. There has been more volatility with MO and PM lately. Though if one looks at their (3) months performance vs. the DJ there is no denying that one was better sticking with them. Reply
  • commenter
    mikehav
    Jul 17 05:41 AM
    My Website
    Is Tobacco a Safe Haven in the Current Market? [view article]
    Lorillard (LO) is #13 on the spreadsheet w/ a 3% weight in the 23-stock index with data included since its spin-off at the end of June. Reply
  • commenter
    Daniel
    Jacome
    Jul 16 10:14 PM
    My Website
    Is Tobacco a Safe Haven in the Current Market? [view article]

    Good data points, thanks. No mention of LO?

    That is our favorite in the group - although you won't get any intl exposure with the stock, the valuation is compelling relative to the increase in dividend payout I am expecting next year...$82 12 month target

    see our thoughts here:

    seekingalpha.com/artic...     Reply
  • commenter
    CLH
    Jun 30 08:22 AM
    UK Pension Fund Is Going Green [view article]
    Making investments based on religious instead of scientific reasons is not the way to make money. Reply
  • commenter
    Daniel
    Jacome
    Jun 23 10:07 PM
    My Website
    Charles Norton: Investing in Vice Stocks [view article]
    looks like the Vice fund is long LO now, too -- LO used to go under ticker CG.

    Reply
  • commenter
    User 138602
    Jun 09 09:25 AM
    Charles Norton: Investing in Vice Stocks [view article]
    Thanks we really enjoyed your article. There will always be a few perfect people,they never made a single mistake in their life, that are looking for mistakes everywhere they can so they can pitch their daily bashing.We wonder who will be their sacrificial lamb tomorrow. Keep up the good work C.N. Reply
  • commenter
    huangjin
    Jun 06 10:48 AM
    CALSTRS Lifts Tobacco Ban (or Is It a Smoke Screen?) [view article]
    They sold at the bottom, that's why they lost money. Reply
  • commenter
    User 163362
    May 30 04:43 PM
    Charles Norton: Investing in Vice Stocks [view article]
    Great article... here's my take on PM...

    20smoney.com/2008/05/1.../
     Reply
  • commenter
    User 171088
    May 29 09:16 AM
    Charles Norton: Investing in Vice Stocks [view article]
    No kidding, Kent. An offshoot of the seemingly mantra "guns and drugs, drugs and guns" ? Our goose will be cooked on a bonfire of politically correct shibboleths printed on recycled paper. Reply
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