Tobacco: A Framework for Analyzing the Sin Sector from an ESG Perspective, with a Focus on ITC
Contrary to the perception that the rising adoption of socially responsible investment practices has caused Big Tobacco to be shunned by portfolio...
1.5k Views
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...
209 Views
Japan Tobacco (2914)--Getting Crushed by Philip Morris
Japan Tobacco (JT) reported disappointing FY17 results and under-consensus FY18 outlook on February 6th, but at the analysts meeting the following...
246 Views
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
1.1k Views
Imperial Tobacco Follows the Well Trodden Path to China
Britain's Imperial Brands has formed a joint venture with state-owned China National Tobacco (CNTC) following in the footsteps of PMI and BAT...
265 Views