The best "stimulant" company in the world?

(Full access for Members only)

The best "stimulant" company in the world?

8 June 2022

Based on historical valuations, the stocks of Big Tobacco are still trading near record lows.

Quietly, the leading Big Tobacco companies have prepared themselves for a new era, where conventional cigarettes will become a thing of the past. But this not a problem for these companies. Their CEOs know that the future lies in "stimulants" rather than conventional cigarettes. Philip Morris International even called for a ban of cigarettes in Britain by 2030.

The leading Big Tobacco companies are busy preparing the switch to so-called Next Generation Products ("NGPs"), and their public perception is likely going to change. In the meantime, they earn immense cash flow from their existing cigarette operation.

Which one of these companies is the best?

I took a deep dive into the industry, and came up with a tobacco stock that is world-leading, offers a 5-8% dividend yield, and could rise 50% over the next 12-18 months even at times of inflation and rocky markets.

Not a Member yet? Sign up for a Membership - just USD 49/year.
Already a Member? Log into your account to download the report.

l  Report updates

Not a Member yet? Sign up for a Membership.
Already a Member? Log into your account to download the report updates.

8 August 2022

Report Update (PDF - 0.4MB)

22 July 2022

Report Update (PDF - 0.6MB)

Most recent

Latest reports (for Members only)

A smart route to the mining market

A smart route to the mining market

Picking the right mining stocks is complex. This investment entity helps investors seeking VC-type potential returns.

A forgotten leader in European finance – poised for a comeback?

A forgotten leader in European finance – poised for a comeback?

Where next in "boring" European finance? This household name trades near crisis lows despite strong fundamentals – and could be set for a 30-50% rebound.

P/E of 2.5 and >20% dividend yield with this coal stock

P/E of 2.5 and >20% dividend yield with this coal stock

It's the second time this stock is trading so low. It was similarly cheap in 2021 and then soared by 15x. Now is a good time to take another look.