Dividende (@GoDividend) on getquin

1Yr·

$BATS (+1.41%) one of the shares I have read here very often lately is that the community continues to diligently stock up on shares.

https://abilitato.de/british-american-tobacco-aktie-kgv-liegt-bei-7-dividendenrendite-9-prozent-jetzt-kaufen/

How do you see this analysis? Are you of the same opinion as here in the above blog post? Or is the investment just smoke and mirrors?

Since there is no tobacco in my Etf I have made it easy and simply bought all tobacco stocks in my portfolio to a basket together😂. So $MO (+1.2%)
$PM (+0.09%)
$2914 (+1.56%)
$IMB (+0.08%) ( all together about 7% share in the portfolio ) so I feel comfortable and I like to do in other areas so. Always small baskets and not just rely on a single share. Lets one sleep peacefully

abilitato.deBritish American Tobacco Aktie: KGV liegt bei 7, jetzt kaufen?

13 Comments

Bass-T@BASS-T

1Yr

I rarely deal with BAT. (Irony) In the case of tobacco companies, it is always a question of the interplay between the decline in the cigarrette business and the increase in substitute products. I have written that specifically, because here, similar to the automotive industry, a structural change has to take place, which BAT has to deliver with the mentioned management change on the one hand and the quite successful substitute product division on the other hand. I could now write an ellenlage dissertation almost about BAT at this point (similar to the author of this analysis), however, we cannot analyze this structural break with data from the past. We do not know: 1) which role 🍁 could play in the future for BAT's substitute product line and if the past costs can be recovered, 2) if the market potential of the substitute products is really able to substitute the cigarrette market 100%. If not, the methodology of the "Dividend Value Trap" applies. In other words, we are buying at the peak of the dividend culture, but the group is gradually running out of opportunities. It is not easy to make this assessment for oneself and I say this consciously as a BAT investor. YES - the P/E ratio of around 7 is historically cheap YES - we have 3.5% GROWTH via CAGR with 75% share of new products. BUT: What is BAT doing in the battle with its competitors? Will there still be enough room for all the old established tobacco companies? This and much more now on .... :D So I can only say that BAT is for me one of the most exciting companies both from P/E ratio, P/B ratio and CAGR as well as the long-term perspective. But there are good arguments against it. I myself am cautiously bullish, but am watching the current management decisions very closely and will not add more for now. Please put the chairs up and close the windows. Comment massively shortened. No investment advice.

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TomTurboInvest@TomTurboInvest

1Yr

I am also following your approach with small baskets 😁 BAT is a company in my consumer staples basket, and is now the largest company in this basket with 25%. I'm relaxed about it at the moment, as soon as the momentum in the BigTechs starts to slow down again, consumer staples will pick up again. I have used the current 30 level for me to buy more 🚬 If it runs again, it may well be that I reduce the position again, but for the time being I hold BAT the rod.

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