Big Tobacco Analysis - Altria (MO), Philip Morris (PM), British American Tobacco (BTI)
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- เผยแพร่เมื่อ 5 มิ.ย. 2024
- 0:00 Intro
0:17 Industry Outlook
5:32 Price Segments
9:47 Moats
15:10 Next Generation Products
16:31 Philip Morris
21:14 Altria
26:35 British American Tobacco
29:57 Conclusion
Excellent industry analysis. WIth regard to British American Tobacco I think it is worth mentioning their stake in ITC
Thanks, mentioned in new video
This was a stellar industry analysis. Keep it up and you'll have 50,000 subscribers down the line, no doubt.
How the f... are you only at 851 subs...
Some true quality analysis right here... Straight to the point with no bs talking.... Great comparisons with all the brands that truly matter!
Wow dude!
Mad respect !!! Keep it up.
Would love to see a analysis of the same brands after like lets say 2025 to see how it played out for the companies and/or the stock prices :)
Thank you
Great stuff m8. Your channel deserves many more subs.
I appreciate it
Great research video! Thanks for sharing
Excellent analysis
this channel is criminally under subscribed
Very good video, you should make a current video with the company current status. A lot has changed, especially for BAT
Nice work man, it will be interesting to see how the glow and iqos transition plays out. I like bti of the 3 with the valuation
Very interesting indeed! In my opinion BTI is the most undervalued one right now for sure.
Impressive walk-through
Thank you sir
I’m very heavy on BTI
Love to hear it
Definitely my pick too
I am also very heavy on BTI, so far i am down quite a bit, but I am not willing to sell anytime soon. I keep buying. so far a litlle more than 1300 shares.
No finicial adivice here. Investments can result in the total loss of the invested capital.
Hi Dividend Dough, quality video’s my man. The interesting and detailed analysis from this and the previous video’s makes me wonder why you haven’t got thousands of subs already… Keep up the good work bro.
You may ignore the following if you aren’t interested, but what is your take on gaming stocks? I believe there might be decent value right now in gaming stocks such as Activision Blizzard and Electronic Arts.
Hey Fabio I appreciate it my guy!! I'll be honest I'm not super familiar with gaming companies but I do think that sector has good tailwinds behind it. After quickly looking at EA and ATVI they both seem like good companies but maybe a tad overpriced at the moment according to my own assumptions. But I might be too conservative for you, something to keep in mind...
Very interesting. I have the 3 companies and i hope it 'll be a good investment for the future. We 'll see.
Merci pour la vidéo
Merci mon ami. Wish you the best
Hi DD! I have a question about your calculation (again): I'm not sure, but I think you've used the average cash flow for BATS (or BTI) in British Pounds (all the numbers from this company on Yahoo Finance and Morningstar appear to be in GBP). Doesn't that mean that your calculation of Fair value should be 36 GBP instead of 36 USD? And, if my observation was accurate, shouldn't this new Fair value be converted to USD to get the value of the NYSE ADR stock, which is around $47?
Hey Fabio that's exactly right! Sorry about that I should've been clearer. I like to make all my calculations based on local currency so that FX changes don't affect it
with the amount of money that this companies generate, how likely it is that this guys will buy some of the winners of the cannabis run?
Good video ;D
I think that's very likely. And they've already started! Altria bought Cronos Group a few years ago, probably to get one foot in the door :)
You should check UVV, another tobacco stock.
50 years of div growth, lower market cap, supply some of the comapnies mentioned here, not as well known as these in the video, etc
Definitely heard of them! I believe unlike these 3 UVV deals with the actual tobacco crop instead of the final product like cigarettes :)
Excellent video. How do you rank these companies? In my opinion the best is BAT for its better position around third world countries.
In terms of quality I do think PM is the best, but might be the worst when considering valuation. BAT is more diversified than Altria but Altria has made bets in cannabis and I'm bullish on that. Many factors to consider! I own Altria and BAT
@@ratedaco I am Brazilian and here the best stock on Bovespa was Souza Cruz, the cigarette company that represented BAT here and in part of South America. In 2015, BAT closed Souza Cruz's capital, making the acquisition at a time when the real was weak. An excellent deal for BAT in everyone's opinion and at Bovespa it felt like a funeral. Now we can buy BAT through BDRs and I'll get back to this business. I will study Altria as you do. Thank you very much, excellent videos!!
What about Japan Tobacco ?
Haven't really looked into them in depth, what I do know on a very superficial level is that Japan Tobacco is less exposed to premium price segments, and therefore have lower margins
I don't smoke the only thing I smoke is Oxygen & love baby
Maybe the Production Inside the Same Factory of "Suicide Squad" Ciggarette that is Same Design(Box), is the Story different or hidden - "there is very few ciggs.", even cant plant as "ruling movement" exist maybe will be speaking about fairness(even if not their country - from jealousy).
This is like a lie, investment to cigg. Companies like not needed and owner will maybe like to be owner Alone unless a new brand new fertilizers right becomes new taste? Like 2 companies i ever idea to try make a new tobacco taste about smoothness - chocolate tobacco and dunhill maybe. There is a new city "forest city" which looks like will be nice if have a new tobacco also, a new biz place that looks nice to maybe make a new tobacco taste will be nice - because i imagine lighter life like "boating to it"(to have no ruling movement but common sense of normal life again: can ride boats as it is created for sea travelling), maybe they display to other countries that "singapore dislike to use boat"?
You can't unsmoke the world if you did that you'd have to delete things that were made such as coal & fire but your just a human & last time humans can't delete Coal & fire