Investors, which stock did you sell last?
I sold quite a few shares of $BTI+0.5%last time . There's a small amount left, but I plan to sell that off by the end of the summer.
My Notes
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Do you have tobacco stocks included in your portfolio?
I have $BTI+0.5% and $MO+0.5%stocks in my portfolio . I keep the position the same size, but I haven't overbought in a while and don't plan to. These companies pay a very solid dividend. However, I am starting to worry about the future of this sector.
🗓️Následující week in the world of investment: key news and events!
This week I'll be watching mainly macroeconomic data from the US. 📊 Of course there will be a few companies worth watching!
Here's an overview of what's to come:
🚬On Monday, I'll be watching British American Tobacco's earnings before the markets open $BTI.
💬 On Tuesday, we'll have data on PPI inflation in theUS...
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I will definitely be interested in inflation and would like to see the results of $BABA+1.4%, $WMT+0.4% and $DE+0.3%. Thanks for the overview.
Yesterday, $BTI+0.5% provided more details of its plan to sell part of its stake in ITC Ltd and use the proceeds to buy back its own shares.
They intend to sell the shares, representing up to a 3.5% stake in ITC. They will therefore continue to hold a 25.5% stake.
From this sale, the company is expected to raise over $2 billion, which they will use to buy back their own shares...
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What do you think of the results of tobacco companies such as $BTI+0.5%?
Do you think that classic tobacco products are overdue and the stock will fall/stagnate or not?
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Those classic tobacco products, I think, are not and will not be as popular anymore, but companies are moving on to making different and "better" products. I have plenty in BTI and MO, but I don't want to overbuy anymore and probably won't for a while.
What stock currently makes up the largest position in your portfolio?
For me it is currently $ASML+1.5% followed by $GOOGL-0.3%, $BTI+0.5% and $O-0.3%.
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For me it's $ENPH-4.6% 10.4%, $O-0.3% 8.2%, $BATS.L+0.7% 7%, $CVS+1.2% 6% ...and then the next one is more around 4-5%
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The results of the "tobacco companies" were pretty scattered this week and so were their stock movements :) Some up, some down. $BTI+0.5% was up nearly 7% yesterday, but the premarket isn't favoring the company and the stock is down 1.7%. We'll see how this plays out. It's a tough business at the moment. Cigarette sales are down.
Investors, are you planning any buying or selling next week?
I'm going to buy $SPY+0.5% and $^NDX+0.5% like I do every month, and I may buy $BTI+0.5%.
I wish you good luck, good health and good trades for the new year🤩🥳
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I don't have anything planned yet, I also wish you all the best for the new year!
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I'm just going to buy another $BABA+1.4%. I want a more concentrated portfolio.
Tobacco companies were shaken up today
As I've noted here, for many of us investors, these companies are popular mainly because of their attractive dividend. In that regard, it is mentioned here often. This post will mainly focus on British American Tobacco $BTI+0.5% $BATS.L+0.7%, but as there has been more talk lately about hitting the ranks of smokers and trying to keep them...
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At my age it would probably not be nice if I wrote that I am a smoker, but of course I am a non-smoker and I am sure I will be one until I die. From a moral point of view it's probably not fine, but I like the tobacco companies and even more the dividends they send me :D. Despite some problems I trust the companies and I believe they will be with us for a long time. I bought BTI in the downturn and I watched that MO wasn't at a bad price either, so I bought BTI along with MO :D.
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Moneta, KB, Vitesse Energy, Mercedes-Benz, Verizon, Société Generale, PKN Orlen ... my top two
Shares of $BTI+0.5% are down more than 20% this year and I am currently buying $BTI+0.5% stock on a regular monthly basis as the current price is a great buy. For me, this is a great company with a great business and pays a very nice dividend.
Do you have shares of $BTI+0.5% in your portfolio and are you overbought at the current price?
Open $30.41
Day range $30.33 - $30.64
52 week range $28.25 - $34.28
ITC Ltd reported results today. We are talking about an Indian company in which $BATS.+0.7%L/$BTI+0.5% has about 30% stake.
Q2 2024
The interesting numbers are from the fast moving consumer goods segment, which includes cigarettes. Cigarette sales are up 10.1% year-over-year. A different trend from the European one.
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I'm thinking of listing a PUT on $NIO+0.2%, and probably some CALL spreads to go with it.
I haven't sold anything from my investment portfolio in a long time, but last time it was Nvidia around $550😅🤣.