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The Controversial Investments Poised to Deliver Surprising Windfalls
Market Insights, AI Developments, and Unconventional Opportunities: Stay Informed on the Latest Investment News and Trends
Justin Oh
March 31, 2023
🎉 Welcome to this week's newsletter, where we dive into unique investment opportunities and explore the latest trends. In today's edition, we uncover the potential of undervalued tobacco giants PM and BTI 🚬, despite the industry's negative perception. With solid fundamentals and growth prospects, these stocks are not to be overlooked. Also, stay updated on the latest headlines, from the unusual housing market pattern 🏠 to the call for a pause in AI technology development 🤖. Don't miss interesting posts on Harmony Biosciences, Berkshire's OXY acquisition, and more 📈. So, scroll down and uncover valuable insights 💡 to boost your investment strategy.
📣 As a reminder, if you’re an accredited or serious investor looking for a community of serious intelligent stock investors head over to centsinvest.com and get 30 days FREE! 📣
What You Need to Know
Headlines
On Twitter
Fed Fund futures now no longer pricing in a cut in June 🤡
— Tom (@TradingThomas3)
4:44 PM • Mar 27, 2023
Google is partnering with AI coding company Replit, which will use Google's LLMs for its Ghostwriter product:
— Dina Bass (@dinabass)
2:25 PM • Mar 28, 2023
History says that a sustainable uptrend (“New Bull Market”) can not begin until Financial Conditions have reached peak tightening.
The major market bottoms of the last decade have each coincided with a peak in Goldman’s Financial Conditions Index.
$SPX $QQQ $DJIA
— David Marlin (@Marlin_Capital)
6:53 PM • Mar 28, 2023
You will buy stocks you shouldn’t. You will sell winners too soon. You will hold losers too long. But whatever you do don’t blame others. When you blame others for your investing mistakes it proves you didn’t do enough of your own work. Own your mistakes so you learn from them.
— Ian Cassel (@iancassel)
10:01 PM • Mar 28, 2023
Trends In Focus
Despite negative perceptions surrounding the tobacco industry, Philip Morris International (PM) and British American Tobacco (BTI) present unique investment opportunities due to solid fundamentals and pricing power. Key factors in their success include their core businesses generating substantial cash flow with minimal capital expenditure and a consistent ability to raise prices due to price-insensitive customers.
Discounted Valuations and Growth Prospects -
Owing to ESG/SRI mandates at the institutional level, PM and BTI are currently trading at a discount, presenting an attractive investment for those willing to overlook the industry's negative image. Both companies are actively investing in the development and marketing of reduced-risk products, aligning them with customer and stakeholder interests while transitioning their business models. Additionally, the regulatory environment in the tobacco industry provides a competitive advantage for these companies, further enhancing their appeal.
To read the entire pitch click here.
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