British American Tobacco Share Discussion Threads

[philanderer] 26/1/2019 10:46

'Millions' of fake cigarettes seized in UK

[wbecki] 26/1/2019 10:04

So what do you invest in then Pettigrew???

We are all interested in investing in something that is good for everyone.

So come on?

[simba_] 26/1/2019 01:30

There is more than enough information out there nowadays to warn us that smoking is not a good idea. If people still want to smoke, that's up to them..And yes I've lost family members to cancer and will probably lose more. Its horrible seeing someone go through it but if you're gonna go vegan on stocks, where do you start and stop. Is it because smoking kills or because it causes cancer?..And no dividend will be any good when taking your last breath.

[professor pettigrew] 25/1/2019 22:15

Your stinking, greedy, grubby, and ill gotten dividends from this odious company will do you no good when you are taking your last breath.

[this_time_its_different] 25/1/2019 21:59

Smoking kills.....so does 99% of the other things we do. You have more chance of getting cancer from eating red meat daily than you do from smoking a pack a day.

[this_time_its_different] 25/1/2019 21:56

professor prefers giving people heart attacks with McDonalds, bombing syrian refugees with Raytheon and employing bangladeshi kids with Inditex.

[wbecki] 25/1/2019 21:50

What do you invest in then professor?

[professor pettigrew] 25/1/2019 21:44

I'm so pleased this is plunging.

Disgraceful for anybody to make money out of the ill health and deaths of hundreds of thousands of people per year.

I hope it slides into oblivion, goes bust, and you parasites lose everything.

You should be ashamed of yourselves.

[wbecki] 25/1/2019 20:58

Whislt Im no fan of Imperial brands, this motley fool article is just click baitimo despite the author having a history in tobacco sector..

"Rupert has been writing for the Motley Fool since December 2012. He primarily covers tobacco and resource companies with a passion for value-oriented investments."

Warning! I think this 9%-yielding FTSE 100 dividend stock could crash
Tobacco group Imperial Brands (LSE: IMB) currently supports one of the highest dividend yields in the FTSE 100, at 8.7%. The stock also trades at forward P/E of just 8.8, a discount of around 30% to the rest of the market.

Usually, I would be excited to acquire such a high-quality income stock at such a low valuation. However, I’m starting to become worried about Imperial’s future and, based on current trends, I think its dividend yield could be living on borrowed time.



Crunch time

There are two main reasons why I am worried about the company’s potential. Firstly,…

[creditcrunchies] 25/1/2019 19:57

BATS getting ever closer to the 20 level though especially if there is Brexit deal GBP will go vertical

[wbecki] 25/1/2019 19:28

@Thistime

Sterling going to take a bath come 29th March.
prefer $$ exposure myself.

Better hedge for a weaker dollar(if that is what you expect) is to buy PM imo

[p0pper] 25/1/2019 19:17

BATS down in the States but Altria up over 2%

[this_time_its_different] 25/1/2019 17:47

Though everyone on this board would be better off playing the sterling recovery and holding something like Just Eat. The more sterling moves up, the more UK domestic will benefit from Fx headwind.

[this_time_its_different] 25/1/2019 17:42

All in all, you are being PAID to wait. You can keep collecting that 7% GROWING divi and be very well off. If they cut the divi, that is another matter. But right now, shut up and collect that divi.

[p0pper] 25/1/2019 16:23

I am so tempted to take another tranche at £24 ish Altria up 2.5% at the moment

[minerve] 25/1/2019 16:21

Added today.

[thanksamillion] 25/1/2019 16:19

Ah ha, OXMAN, someone who thinks as I do.

TTID
You say "Thanksamillion is being absurd with a £20 price target."

I may be proved wrong on my target, but it is NOT absurd, and I will be back to remind you of this comment when BATS reached 2050.

[this_time_its_different] 25/1/2019 15:34

BATS has already capitulated, it capitulated when it broke £30. The market is pricing BATS like its going to go bust within a few years. This is not true. I say it again, be greedy when others are fearful. If there is no material risk to EPS, this is a very strong buy at this price. Sterling is another issue and with sterling rising, it will hurt the recovery in BATS. I suggest everyone focus on UK domestic stocks for now, ride the sterling recovery and then switch over to something like BATS.

[its the oxman] 25/1/2019 14:41

2000p could be the big psychological floor, sit tight, wait for capitulation.

[philanderer] 25/1/2019 10:53

Investors Chronicle:

'FTSE 350: Tobacco giants bet big on next-generation products'