British American Tobacco (BTI-N)

Total return also benefited from the currency differential. Up significantly, time to trim -- especially with inflation and potential unemployment spike.

Pays a high 8% dividend and doesn't slide (as much) when markets do. BTI is moving away from traditional smoking. The stock has enjoyed a good run in recent years and is buying back shares. Good at current levels, but not for ESG investors.

One of the real drivers is the substantial dividend and he sees it as a bond proxy. The long term dividend yield is about 45% along with some growth.

It was in a downtrend, then formed a base and breakout. Generally a breakout is a good thing but it can still pull back.

Bit of a dividend trap, though not the worst one. Dividend is quite nice, safe. Revenue growth is slow, either negative or very low. Not much future. Could buy short-term for the dividend, but his outlook is more long term. Yield is 8.5%.

He won't recommend a tobacco company. Life's too short--and they help make it that way.

Hard to see much in terms of price appreciation. Phenomenal cashflow is used to pay dividends. Not a growth business. He'd rather buy a company with better growth prospects. Yield is 10%.

This business is very out of favour, despite transitioning to vapes. It pays a sustainable 10% dividend and are buying back shares. Even if shares don't move over 10 years, you will get 100% of your money back.

Pays a 9.5% dividend, so over 10 years, you've returned 95% of your capital, assuming no dividend cut. But there is a huge ESG overhang in this sector; everybody hates tobacco stocks. Debt is paid down and the balance sheet is fine, so there's no real risk. The company is transitioning away from burning cigarettes.

Not a "loved" company from a ESG perspective. Question is whether 10% divided yield is sustainable (thinks that it is). Debt levels ok. Believes company will perform well over the long term. Good for dividend oriented investors (good bond proxy). Owns shares and will continue to hold.