Imp.Tobacco Grp Share Discussion Threads

[philanderer] 21/10/2011 20:48

Could be a breakout on the cards here ?

[philanderer] 20/10/2011 17:16

20th oct Alpha Value Buy target 3078p

[philanderer] 19/10/2011 08:56

reiterating..

19th oct Deutsche Bank 'Buy' target 2800p

[philanderer] 18/10/2011 23:55

'Sifting Through the Rubble'

With all the structural problems plaguing European economies, most investors now take a dim view toward the Continent. But Matthew Benkendorf, manager of Virtus Greater European Opportunities, has successfully navigated these treacherous markets. His fund ranks among the top 1 percent of European equity funds, according to Morningstar's rankings

At the moment, multinational consumer staples companies in Europe offer especially attractive valuations. They've been consistently profitable and they do a strong business in emerging markets.

We own a number of tobacco names such as British American Tobacco , Imperial Tobacco and Philip Morris International . Philip Morris is a Swiss-based business that owns all the international rights to a portfolio of popular brands such as Marlboro cigarettes. It's a very predictable and stable business that gives all of its excess capital back to shareholders.


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[philanderer] 18/10/2011 19:59

reiteration today..

18th oct RBS 'buy' target 2550p

[philanderer] 17/10/2011 22:50

'19 High-Yield ADRs With Strong Growth And Low P/Es'

IMT featured.

[philanderer] 17/10/2011 11:10

another reiteration...

17th oct JP Morgan 'Neutral' target 2210p

[philanderer] 17/10/2011 08:46

reiterates..

17th oct Citigroup 'Buy' target 2450p

[philanderer] 17/10/2011 08:41

AXA Framlington UK Select Opp Fund

"......As a small firm, MFM Slater does not waste time on stocks that do not fit its profile of dynamic growth, modest price/earnings ratios and strong cashflow- a policy that has proved successful

"Mostly it means he goes fishing in the small and mid-cap pool, although he does hold large caps such as BAT and Imperial Tobacco."

[philanderer] 14/10/2011 13:14

Looking at 2200p for the first time since early june.

[philanderer] 12/10/2011 20:14

'Tobacco Stocks: Defensive Play In Uncertain Times'

[philanderer] 11/10/2011 10:44

Citi saying 20% upside in equities by year end , fall overdone.

[philanderer] 10/10/2011 12:58

Bit of a switch to 'risk' today...

FTSE 100 - Fallers midday

Imperial Tobacco Group (IMT) 2,151.00p -1.19%
British Land Co (BLND) 504.00p -1.18%
SSE (SSE) 1,333.00p -0.97%
United Uti lities Group (UU.) 618.50p -0.96%
International Power (IPR) 325.10p -0.88%
Centrica (CNA) 306.00p -0.87%
Unilever (ULVR) 2,003.00p -0.84%
National Grid (NG.) 644.50p -0.77%
Land Securities Group (LAND) 688.00p -0.72%
Compass Group (CPG) 531.50p -0.65%

[philanderer] 10/10/2011 10:42

10th october - reiteration

Nomura

Buy

target 2400p

[philanderer] 06/10/2011 20:47

'Troy's Brooke looks to cheap stock buys'

.........The fund usually has a bias towards consumer goods, and at the end of August it was the largest sector in the fund, accounting for 25 per cent of the portfolio.

Stocks he holds in this sector includes Unilever, Diageo, British American Tobacco and Imperial Tobacco.

[philanderer] 06/10/2011 16:05

6 October 2011

StockMarketWire.com

Societe Generale initiates buy on Imperial Tobacco, target price 2400p.
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reiteration......

6th oct Alpha Value Buy target 3033p

[philanderer] 05/10/2011 08:25

05 Oct Imperial Tobacco...

IMT Morgan Stanley

Overweight

tp =2,490.00

Retains

[philanderer] 03/10/2011 17:12

Best Practice Shortlist Announced

LONDON, October 3, 2011 /PRNewswire/ --

The Investor Relations Society today announces the shortlisted entries for their Best Practice Awards. These entries will go forward to the judging panel which will meet in November and the results will be announced at the Society's Annual Dinner and Best Practice Awards on 22nd November.


Best corporate website FTSE 100

Barclays Bank
British Land Centrica
Imperial Tobacco

[philanderer] 03/10/2011 15:12

Citi retaining 'buy' tp = 2450p

[philanderer] 03/10/2011 14:44

The Investors Chronicle studied top defensive stocks for income with staple favorites British American Tobacco, Imperial Tobacco, AstraZeneca and GlaxoSmithKline being the investment mags preference.

[philanderer] 01/10/2011 14:40

Wouldn`t disagree with either of those MP.

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Rumours doing the rounds towards the close suggested that a mega Footsie bid would hit traders' screens early next week. Supported strongly earlier this week on talk that China Investment Corporation is looking to take a stake prior to launching a full-scale offer, Imperial Tobacco was puffed up further to 2231p before closing only 3p better at 2176p.


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[mug punter] 01/10/2011 09:31

Interesting philanderer. I would be tempted to add a couple of FMCG companies with a large stable of strong brands with emerging markets exposure such as RB. and ULVR to add some balance to that portfolio.

Admittedly they are only yielding 3.5% but their divis are growing every year. Falling soft commodity prices should really help ULVR.

[philanderer] 30/9/2011 20:23

'Scouring the data for quality indications'


My list of "quality stocks" is BAE Systems, Marathon Oil Corp, Royal Dutch Shell, AstraZeneca, Eli Lilly & Co, British American Tobacco, Imperial Tobacco Group, Scottish and Southern Energy, Entergy Corp, Centrica, Microchip Technology, AT&T, BCE, Vodafone Group.