If you would like a copy of the Stock Valuation Model then click on the link 👇🏽 where you can grab this now! www.buymeacoffee.com/DIVIDENDTALKS Feel free to also buy me a coffee 👆🏽 Join the community👇🏽 in our Patreon! www.patreon.com/DividendTalks
In 2017-2018 BAT acquired Reynolds and issue shares and debt for the acquisition. BAT has been buying back shares ever since except this year as BAT plans to pay down debt more aggressively
@@i_KillCampersDayZKillCamZI played that game with BUD and TAP. Basically I was betting that pissed off rednecks would forget the bud light thing and start to drink it again and also that ambev is so international they could care less. Tap ate all my profits and it zeroed out short term. I took my winnings on BUD recently and holding TAP till it bounces back
MO facing two major problem which it has still no solution for.The first one is the regulations tightening their revenue and the decrease of smoking.The second one is that they failed to go into transition to smoke free product. BTI also facing the same two problem but it has already found the way. They went to new markets (south America, India etc.) and they effectively went to smoke free market and taking this growing market. All in all Bti will buy back shares, pay down the debt rapidly, increase its revenue and EBITDA plus fcf every year from now. I add Bti when get enough cash in my hand 😊.
Keep in mind that BTI has 30% stake in India ITC worth $20 billions. the BTI market cap is about $66 billions. The current valuation of BTI shares does NOT take that 30% ITC stake into consideration so BTI share price looks undervalued significantly. I have $BTI but no $MO
@@Dividenddream If you believe that a stocks YTD performance is any indication whatsoever about how good a company is you should stick with index funds. With all due respect.
If company have 5B in cash beside the dividend and after buying (Reynolds company) 20% of ITC and invested heavily on E vapes . Does the debt is problem ?! NO ! I still hope they will reduce the dividend and repurchase more shares … there is no point to give so much dividend …
BTI vs BATS? are you just catering for the global audience or would you consider BTI rather than BATS? do we (you sound english) pay dividend 15% tax on BTI? but maybe there's no stamp duty.
@@Adventure5619 remember when Msft was dead, same with XOM fear mongering during covid with oil at lows. Today Intel lol everyone bounced now it beat eps by 95%
Bought BTI yesterday. Seems really safe investment with Enterprise value twice of market cap. PB ratio at 0.7. P/FCF ratio at 5. FCF Yield at 20%. With Revenue and net income actually increasing during last 10 years with no negative net income year. Just seems really cheap company for how stable the financials are. Especially FCF yield being at 20% compared to US treasury yield at 5%.
Very overweight $BTI and will be exiting $MO entirely before ex-date. $BTI is highly underpriced. It has a very safe payout ratio and excellent geographic diversification with more growth opportunity in combustibles. It's not even close. The dividend growth folks don't understand currency exchange and the extreme difference in management quality.
Altria dropping at circuit breaker levels today. Sub $40 getting into weird buy range if you dont think their revenue forecast tanking is their long term kiss of death
Latest dividend increase for BAT was 6%, not 1%. Also, how can a dividend with a payout ratio of 80+% be considered more safe than a dividend with a payout ratio of
@@marcallred506 Don’t let the ”British” in the company name fool you. BAT has less than 10% of the UK market, Imperial and JTI are much bigger there. But BAT also have much better smokeless alternatives than those two, so less cigarette sales in the UK could actually help BAT grow their market share.
Someone made homework! There is so much clowns around here that’s really don’t know anything about BTI . BTI going to dominate MO with stock return I can bet on that! BTI much more likely to grow their revenue! MO is dead company. BTI and PM are the 2 companies to be around in the future!
@@blablaba1871it’s important to mention that MO have only US market! That’s a bad thing! We already know for the last 5-6 years there is less people smoke there . In compare in different countries like India , China , Japan , and eastern Europe there is still growth! BTI And PM are the only companies that can be benefited from globally use , also BTI and PM invested a lot on E vapes and many more things. So considering all that facts. In 10years who will be around!?
I feel like a fool for having owned PM and MO, Selling tomorrow and putting some extra money in BTI after this recent drop. Im down like 20 percent, it this is a cashflow for me. And even if it wasn’t, it’s at 5 year lows and stable. Buying back debt even. And apparently buying back stock most years. I feel like such a fool for not seeing it sooner 🤦♂️🤦♂️🤦♂️
Don’t own either they’re companies with terrible stock performance, no growth and are slowly dying, get some decent growth with a good dividend yield with a REIT like VICI
lol. They’ve been literally decades longer on the market than vici and they’ve been consistently paying out without hiccups. They’re not growth companies and by you saying this we automatically know that you have no clue of what you’re talking about. Plus vici is completely different sector who btw is getting hammered too ❤
If you would like a copy of the Stock Valuation Model then click on the link 👇🏽 where you can grab this now!
www.buymeacoffee.com/DIVIDENDTALKS
Feel free to also buy me a coffee 👆🏽
Join the community👇🏽 in our Patreon!
www.patreon.com/DividendTalks
In 2017-2018 BAT acquired Reynolds and issue shares and debt for the acquisition. BAT has been buying back shares ever since except this year as BAT plans to pay down debt more aggressively
Also the reason why their Return on Invested Capital is so low from after 2017.
own both, happy with both, thanks for the content
Good choice!
@@DividendTalks I have both I'm about to buy more MO this seems like a great discount am I right or making a mistake you think?
@@i_KillCampersDayZKillCamZI played that game with BUD and TAP. Basically I was betting that pissed off rednecks would forget the bud light thing and start to drink it again and also that ambev is so international they could care less. Tap ate all my profits and it zeroed out short term. I took my winnings on BUD recently and holding TAP till it bounces back
same
MO facing two major problem which it has still no solution for.The first one is the regulations tightening their revenue and the decrease of smoking.The second one is that they failed to go into transition to smoke free product.
BTI also facing the same two problem but it has already found the way. They went to new markets (south America, India etc.) and they effectively went to smoke free market and taking this growing market.
All in all Bti will buy back shares, pay down the debt rapidly, increase its revenue and EBITDA plus fcf every year from now.
I add Bti when get enough cash in my hand 😊.
Keep in mind that BTI has 30% stake in India ITC worth $20 billions. the BTI market cap is about $66 billions. The current valuation of BTI shares does NOT take that 30% ITC stake into consideration so BTI share price looks undervalued significantly. I have $BTI but no $MO
good point @@kurniawanms2
BTI doing alot worse than MO year to date with a 26% loss while MO is at 13% in the h9le for the year. The results don't prove that BTI is better.
@@Dividenddream If you believe that a stocks YTD performance is any indication whatsoever about how good a company is you should stick with index funds. With all due respect.
both are very good companies, but in my opinion BTI is better
If company have 5B in cash beside the dividend and after buying (Reynolds company) 20% of ITC and invested heavily on E vapes . Does the debt is problem ?! NO ! I still hope they will reduce the dividend and repurchase more shares … there is no point to give so much dividend …
I agree. Can always bring the dividend back. Take advantage of the low share price!
An an owner of MO sock, I will claim first comment :)
Cheers,
Thank You for this content.
You are very welcome! Hope you enjoy 😊
BTI vs BATS? are you just catering for the global audience or would you consider BTI rather than BATS? do we (you sound english) pay dividend 15% tax on BTI? but maybe there's no stamp duty.
The open letter from Altria's CFO (found on their website) reads just like a love letter! 😍❤
I am Long MO!
MO this is simply earnings week chaos. Seen it before and bought MO at $37
Yeah just picked up another 200 shares. People been saying altria been dying every year yet they keep buying back shares and paying that dividend
@@Adventure5619 remember when Msft was dead, same with XOM fear mongering during covid with oil at lows. Today Intel lol everyone bounced now it beat eps by 95%
Bought BTI yesterday.
Seems really safe investment with Enterprise value twice of market cap. PB ratio at 0.7. P/FCF ratio at 5. FCF Yield at 20%. With Revenue and net income actually increasing during last 10 years with no negative net income year.
Just seems really cheap company for how stable the financials are. Especially FCF yield being at 20% compared to US treasury yield at 5%.
Very overweight $BTI and will be exiting $MO entirely before ex-date. $BTI is highly underpriced. It has a very safe payout ratio and excellent geographic diversification with more growth opportunity in combustibles. It's not even close. The dividend growth folks don't understand currency exchange and the extreme difference in management quality.
MO all day for that income. I’m completely averse to UK stocks 😂 they’re lagging asf when it comes to growth and income even tho prices are dirt cheap
Truth
Altria dropping at circuit breaker levels today. Sub $40 getting into weird buy range if you dont think their revenue forecast tanking is their long term kiss of death
i personally own both of them, both have their pros and cons, but a very attractive yield
I would agree, positives with both but they also have some negatives to be aware of.
Great video, I'm buying both! God bless!
Thank you my friend, glad you enjoyed. I personally added to MO below $40.
1: thank you for your videos 2: fear is on the rise 3: what do you think of WHR dropping 15% today
Latest dividend increase for BAT was 6%, not 1%. Also, how can a dividend with a payout ratio of 80+% be considered more safe than a dividend with a payout ratio of
UK currently has legislation that increases the age to buy tobacco one year for every year until tobacco is outlawed.
@@marcallred506 Don’t let the ”British” in the company name fool you. BAT has less than 10% of the UK market, Imperial and JTI are much bigger there. But BAT also have much better smokeless alternatives than those two, so less cigarette sales in the UK could actually help BAT grow their market share.
Someone made homework! There is so much clowns around here that’s really don’t know anything about BTI . BTI going to dominate MO with stock return I can bet on that! BTI much more likely to grow their revenue! MO is dead company. BTI and PM are the 2 companies to be around in the future!
@@blablaba1871it’s important to mention that MO have only US market! That’s a bad thing! We already know for the last 5-6 years there is less people smoke there . In compare in different countries like India , China , Japan , and eastern Europe there is still growth! BTI And PM are the only companies that can be benefited from globally use , also BTI and PM invested a lot on E vapes and many more things. So considering all that facts. In 10years who will be around!?
MO is the biggest value trap I ever saw ! And still people pay for that 10X PE ?!
I feel like a fool for having owned PM and MO,
Selling tomorrow and putting some extra money in BTI after this recent drop.
Im down like 20 percent, it this is a cashflow for me.
And even if it wasn’t, it’s at 5 year lows and stable. Buying back debt even. And apparently buying back stock most years.
I feel like such a fool for not seeing it sooner 🤦♂️🤦♂️🤦♂️
Great video can i ask where you get the data from for the barcharts in your videos thanks
Of course, they are from Simply Safe Dividends
Prefer BTI. As a UK resident I don't pay 15% dividend witholding tax like I would for MO.
Can’t argue with that!
MO is value trap . I still don’t understand why people would pay for that trap 10X PE
They are a div king
I have both :D
Amazing!
Thanks for your video!
BAT is my biggest position and I am adding - sold Altria in July.
Glad you enjoyed, both do seem undervalued currently.
If you're outside the u.s. don't you need to allow for the 30% dividend tax?
Don’t own either they’re companies with terrible stock performance, no growth and are slowly dying, get some decent growth with a good dividend yield with a REIT like VICI
lol. They’ve been literally decades longer on the market than vici and they’ve been consistently paying out without hiccups. They’re not growth companies and by you saying this we automatically know that you have no clue of what you’re talking about. Plus vici is completely different sector who btw is getting hammered too ❤
@@MATIvmrspeaking of VICI I'm buying in heavily. Very happy with that soon to be 6% dividend 🤑
@@henrik4438 yeah it’s safe and boring stock but that’s exactly what you want, great price too at the moment in this environment
those decades are DONE. Nicotine products are in the bin, it’s a terrible idea to buy in
@@BIG2hats you’re dumbo if you think it’s only about nicotine, go educate yourself
Enough British tobacco dude.....
Excelent job Personaly I reinforced MO at 39.9🤷♂
Thanks glad you enjoyed it! I too added $MO below $40.
Theyre both yield traps