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| DON'T BUY | 94.160 | Charles Lannon | Very large tobacco company. Very popular because it has a growing business in emerging markets. He has never been comfortable with litigation risks that tobacco companies face. Also many governments will be putting through austerity programs and excise taxes on this industry will be going up. Starting to see price competition. 3.84% dividend. | 2012-02-02 | |
| TOP PICK | 90.000 | Srikanth Iyer | 35% global growth. Industry that is supported by premium pricing in an uncertain market place. 4.5% yield, 15x cash flow. 41% (he checked 3 times) ROE. | 2011-08-24 | |
| BUY | 56.500 | Kevin O'Leary | British American Tobacco. Some people don’t believe in buying alcohol or tobacco. It will recover at the same pace as others. | 2008-10-01 |