Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

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<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

Partner and Fund Manager, River Valley Asset Management

Jamshed Desai

Partner and Fund Manager

Singapore-based boutique asset management firm

River Valley Asset Management

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

Thematic (Sector/Industry)

<p>The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be worth casting an eye on the valuations of tobacco stocks globally and a few regional listed entities to illustrate how significantly they have derated in recent times. Looking at sell-side consensus estimates too, earnings expectations of investors over the next 2-3 years are perhaps better now from what they were three years back and yet stocks trade at trough multiples.</p><p>Putting it all together, we are at an important inflection point for tobacco stocks across the world. The business is transitioning in the safe hands of large well-funded multinationals that have stood the tests of time. Their cash-flows are far from being threatened by regulation or technological disruptions. The current state of flux in fixed income markets has slammed the brakes on these stocks, which we think is temporary. Truly long-term value-biased investors with a penchant for cash-flows and yield ought to consider tobacco stocks here and now.</p>

The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be worth casting an eye on the valuations of tobacco stocks globally and a few regional listed entities to illustrate how significantly they have derated in recent times. Looking at sell-side consensus estimates too, earnings expectations of investors over the next 2-3 years are perhaps better now from what they were three years back and yet stocks trade at trough multiples.Putting it all together, we are at an important inflection point for tobacco stocks across the world. The business is transitioning in the safe hands of large well-funded multinationals that have stood the tests of time. Their cash-flows are far from being threatened by regulation or technological disruptions. The current state of flux in fixed income markets has slammed the brakes on these stocks, which we think is temporary. Truly long-term value-biased investors with a penchant for cash-flows and yield ought to consider tobacco stocks here and now.

United States

Altria Group, Inc. is a holding company.  The Company, through subsidiaries, manufactures and sells cigarettes and other tobacco products, including cigars and pipe tobacco.  Altria holds an interest in a brewery company.

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Altria Group (MO US)

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Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

Don't Stub This Butt!!!

The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...

River Valley Asset Management

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52-week Range

Market Cap (USDm)

P/E

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