Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, specifically concentrating on investment opportunities in the Hong Kong market [1]

Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that generates monthly dividend income and benefits from reinvestment and annual increases [1]. Group 1 - The investment strategy is centered around compounding dividend income and growth [1]. - The portfolio is structured to provide monthly dividend income, which is expected to grow through reinvestment and yearly increases [1]. - The author has disclosed a beneficial long position in several stocks, including JEPQ, MO, BCX, BP, and XOM, through various means such as stock ownership and options [1].

Core Viewpoint - The stock market in 2025 has shifted towards value stocks, with British American Tobacco (BTI) showing resilience and a year-to-date increase of 17% in U.S. dollar terms, outperforming broader market indices [1][2]. Financial Performance - British American Tobacco offers a dividend yield of 7%, significantly higher than the market average, with potential for continued growth in dividend payouts [2]. - The company has maintained healthy free cash flow generation, exceeding $10 billion annually since 2020, with $11.9 billion generated last year and an expected cumulative free cash flow of $67 billion from 2024 to 2030 [4][5]. Market Dynamics - Despite a 5% decline in global cigarette volumes in 2024, British American Tobacco's combustibles segment reported flat organic revenue when adjusted for currency movements, indicating resilience in earnings [4]. - The company is investing in alternative nicotine products, such as pouches and vaping, to adapt to changing market conditions, with nicotine pouches generating around $6 billion in revenue last year [6][7]. Growth Opportunities - The smokeless segment has grown significantly, contributing billions in revenue annually, which is expected to offset declines in cigarette volumes and support free cash flow [8]. - The Vuse brand faces competitive pressure from illicit disposable vaping devices, but potential regulatory crackdowns could facilitate a return to growth for Vuse [7]. Capital Management - British American Tobacco has utilized its free cash flow to pay down debt and engage in share repurchases, reducing shares outstanding by 3.4% over the last four years, which aids in growing the dividend per share [11]. - The company is positioned to sustainably grow its dividend per share due to ample free cash flow accumulation [10][11].

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] - The author holds long positions in several companies including STWD, PFE, SLB, MO, and GOOGL [1]

Group 1 - The article discusses the author's enjoyment in researching British American Tobacco (NYSE: BTI) as a significant investment holding [1] - The author emphasizes a value investing approach, focusing on undervalued companies with a strong margin of safety and attractive dividend yields [1] - The author highlights a preference for companies with a solid earnings track record trading at less than 8 times free cash flow, which reflects a specific investment strategy [1] Group 2 - The author has a beneficial long position in British American Tobacco shares, indicating a personal investment interest [2] - The article expresses the author's own opinions without external compensation, suggesting an independent analysis [2] - There is no business relationship with any company mentioned, reinforcing the objectivity of the analysis [2]

The stock emerged from a disastrous decade and could now outperform the market moving forward.Tobacco stocks aren't for everyone. The fact that they deal in vices and sell addictive products is off-putting to some, while others skip over them in favor of faster-growing businesses. British American Tobacco (BTI 0.52%) is one of the industry's most prominent players, boasting a global presence and a diverse portfolio of cigarette brands and smoke-free nicotine products.The stock's nearly 7% dividend yield off ...

Economic Environment - Economic uncertainty is currently heightened due to tariffs and associated price increases, potential inflation, prolonged job searches, and stock market volatility [1] Investment Focus - The primary interest remains in stocks, mutual funds, and ETFs for intermediate- to long-term investing and retirement purposes [1] - The individual has engaged in various investment vehicles including stocks, options, mutual funds, bonds, ETFs, commodities, futures, and forex since 2007 [1] Research and Writing - A strong interest in investment research and analysis has led to a career in freelance financial writing since 2010 [1] - Articles have been published on notable financial websites such as Investopedia, Google Finance, Yahoo Finance, and CBS MoneyWatch, among others [1]

The fight for the US nicotine market is heating up. Incumbent MO has been stumbling on their non-combustible strategy, with little to show other than how not to transform a business. On the other end of the spectrum, Philip Morris, until recently out of theStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analy ...

Holding shares of strong companies that pay consistent dividends can help you preserve and grow your savings. Three Motley Fool contributors recently selected their favorite high-yield dividend stocks to buy now. These businesses have a long record of paying dividends and currently offer yields well above the S&P 500 average of 1.45%. Here's why they think Target (TGT 2.93%), General Mills (GIS 1.86%), and British American Tobacco (BTI 1.20%) could pay you passive income forever.A Dividend King with a high ...

Realty Income is one of the world's largest real estate investment trusts (REITs). It consistently buys new properties, rents them out, and splits the rental income with its investors. It owns about 15,600 properties worldwide, and its top tenants include Dollar General, Dollar Tree, Walgreens, and Seven & I Holdings Co.'s 7-Eleven. Realty Income As a REIT, it needs to pay out at least 90% of its pretax profit to maintain a favorable tax rate. It pays monthly dividends, it's raised its payout 130 times sinc ...