ReynoldsAmerican Inc.

RAI-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about RAI-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 18, 2017

(A Top Pick March 29/16. Up 32%.) This received a takeover bid a number of months back. Smoking has actually not declined to the degree that you might think, and prices have held up much better than would be expected.

(A Top Pick March 29/16. Up 32%.) This received a takeover bid a number of months back. Smoking has actually not declined to the degree that you might think, and prices have held up much better than would be expected.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$64.040
Owned
No
BUY
BUY
April 6, 2016

He likes the name. He is revisiting it. It has a fairly low beta. 3.3% dividend. Higher highs and higher lows. It is not cheap, but you are getting that low beta profile.

He likes the name. He is revisiting it. It has a fairly low beta. 3.3% dividend. Higher highs and higher lows. It is not cheap, but you are getting that low beta profile.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$50.360
Owned
No
TOP PICK
TOP PICK
March 29, 2016

Tobacco, but tobacco that is virtually all 100% US centric. Has no emerging market exposure, currency risk, and has acquired Lorillard. There is another tailwind that is positive for them, which is gas prices. 50% of all cigarette purchases occur at the gas station. Dividend yield of 3.33%.

Tobacco, but tobacco that is virtually all 100% US centric. Has no emerging market exposure, currency risk, and has acquired Lorillard. There is another tailwind that is positive for them, which is gas prices. 50% of all cigarette purchases occur at the gas station. Dividend yield of 3.33%.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$50.450
Owned
Yes
COMMENT
COMMENT
November 17, 2015

Has a great yield and a great secular trajectory on growth. This falls broadly into the “sin stock” basket with tobacco. He worries that the pricing ultimately gets to a point where it becomes prohibitive. It hasn’t found that point yet and the price mix is just fine. A long-term secular grower. A good one to play with a reasonable valuation.

Has a great yield and a great secular trajectory on growth. This falls broadly into the “sin stock” basket with tobacco. He worries that the pricing ultimately gets to a point where it becomes prohibitive. It hasn’t found that point yet and the price mix is just fine. A long-term secular grower. A good one to play with a reasonable valuation.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$46.060
Owned
Unknown
COMMENT
COMMENT
July 23, 2014

Acquired Lorrilard tobacco, which was big in vapour sticks. Thinks there is money to be made here.

Acquired Lorrilard tobacco, which was big in vapour sticks. Thinks there is money to be made here.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$57.160
Owned
Unknown
BUY
BUY
July 12, 2006
This is the kind of company that should do well in this kind of market. Tremendous cash flow generation. Solid dividend yields. Very little economic impact. Have had some good rulings over the last little while.
This is the kind of company that should do well in this kind of market. Tremendous cash flow generation. Solid dividend yields. Very little economic impact. Have had some good rulings over the last little while.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$118.850
Owned
No
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