British American Tobacco

Results from companies in my portfolio this week

This week brings results from several key positions in my portfolio. Here is an overview with my take on each, supported by a rationale.

$KO : I expect a standard report with minimal surprises; in turbulent times this is a stock that holds its value and serves as a safer haven. Rationale: Consensus estimates Q4 2025 EPS $0.57 (+3.6...
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My scenarios for the coming days and weeks

Based on an analysis of my portfolio and the current market situation, I have three scenarios outlined for the short/medium-term outlook. I note that these scenarios are developed for my portfolio, which does not have a high correlation with the S&P 500.

Optimistic scenario: We can expect another decline of 3–5%, then a short period of...
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📅 This week's key events!

This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.

📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.

Consumer confidence in the U.S. - An important barometer of future...
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Do you have any stocks in your portfolio with a dividend above 10%?

I held tobacco stocks like $MO and $BTIin my portfolio until recently , where the dividend was around 8%. But I recently sold them and moved the money into other stocks.

Do you have tobacco company stocks in your portfolio?

These dividend stocks are doing quite well this year, as $MO, $BTI and $PM are up more than 10% since the beginning of the year. Last year I had $MO in my portfolio and was very happy, but this year I sold the dividend stocks and bought growth stocks.

📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.

🐣Monday
Easter Monday - Markets in Europe are still closed

🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
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Shares of $BTI and $MO formed new ATH today. Both stocks are up over 25% year to date and also pay a dividend of over 7%. I had both $BTI and $MOin my portfolio until the beginning of the summer . I sold $BTI and kept $MO as I trust Altria and don't need more than $BTI and two tobacco stocks in my portfolio.

What about you? Do you prefer $BTI or $MO and why?

🔍 British American Tobacco's current outlook: steady growth despite challenges! 📈

British American Tobacco $BTI today released its first half results, which met expectations. 🔍 The maker of iconic brands such as Kent, Dunhill and Lucky Strike maintains its outlook for2024, with low single-digit revenue and adjusted operating profit growth forecast, despite 2% negative impact...
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📈📊 Weekly event summary for the upcoming week!

This week is already going to be very interesting and the results of these companies can move the whole market.

Monday: Before the markets open , we will hear results from telecom company Verizon $VZ and luxury brand maker LVMH $MC.PA 🍾 Will the growth of the luxury segment continue?

Tuesday: EXISTING HOME SALES: 🏡 What's the mood of...
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Philip Morris/British American Tobacco

Hello investors, when it comes to tobacco companies, which representative would you prefer and why?

Philip Morris $PM

- Strong growth:

- Philip Morris is achieving strong growth through innovative products and strategic decisions.

-Non-smoking products:

- Non-smoking products have become an important business for Philip Morris, helping to...
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What is your current perception of the tobacco industry?

I have $MO and $BTIstocks in my portfolio , but I'm selling BTI and keeping $MO. Revenues from regular cigarettes are down and will continue to decline, but companies are moving to e-cigarettes, new products and various alternatives that are becoming more popular and starting to sell more and more.

Investors, which stock did you sell last?

I sold quite a few shares of $BTIlast time . There's a small amount left, but I plan to sell that off by the end of the summer.

Do you have tobacco stocks included in your portfolio?

I have $BTI and $MOstocks 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.