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| BUY | 25.450 | Gordon Higgins, CA, MBA | The best thing with this is that you get the chance of special dividends. It's a cash flow machine and you get a nice fat yield now with a chance of a special dividend every 2 or 3 years. | 2008-04-17 | |
| BUY | 25.770 | Norman Levine | Tobacco is a vile product, is the best business in the world to be in. No business earns returns that tobacco does. Basically a cash machine. 5% yield. Every few years issues a special dividend. This is one you can Buy and Hold. | 2008-04-10 | |
| BUY | 25.350 | Paul Gardner, CFA | A great dividend story. Buying back shares. Fantastic cash flow growth. If you're nervous about the market, this is a great company to own. Their private label brands were hurting their premium brands and margins were suffering. They turned that around and cut their costs and increased dividends. | 2007-12-28 | |
| Comment | 22.100 | John O'Connell, CFA | If they got pounded down really hard, and got under $20 it might be a trade. For the longer haul the demographics are against it. Huge cash flows and have been buying back their stocks. | 2007-08-27 | |
| WATCH | 21.340 | Ron Meisels | Has been making a base. If it manages to get past 23, that would be very good. | 2007-06-13 | |
| Comment | 22.580 | Benj Gallander | He made a moral decision not to buy cigarette stocks. | 2007-05-18 | |
| Comment | 23.340 | Paul Gardner, CFA | Looked at it a couple of years ago, but what was bothering him where the private-label brands eating into their main brand, so margins have been compressed. A massive free cash flow business. Fantastic dividend. | 2007-05-17 | |
| BUY | 22.240 | Bill Carrigan | This is one that nobody is talking about. A great-looking chart and it's trying to break out. | 2007-05-15 | |
| BUY | 20.440 | Gavin Graham | Excellent yield. Good defensive play. No growth. | 2007-03-06 | |
| BUY | 20.440 | David Burrows | The tobacco sector is acting particularly well. Very stable cash flows. There are always litigation risks. Should continue well even in a slowing economy. | 2007-01-08 | |
| DON'T BUY | 21.250 | Bruce Campbell | Had a lot of excess cash, paid out a special dividend and it is now taking awhile to build out. Basically a snooze fest until they announce something giving a bit of a yield. No growth. | 2006-12-21 | |
| WEAK BUY | 21.700 | Paul Gardner, CFA | Would be a candidate for the highest dividend. Had margins compressed due to private labels taking some of their premier labels. Safe dividend. | 2006-12-19 | |
| DON'T BUY | 20.870 | Paul Gardner, CFA | Tremendous dividend. There are a couple of problems. Has a litigation risk. The private, lower margin brands are eating into their core brand strategy. Also contraband is starting to impact their profits. Great cash flow business. | 2006-11-07 | |
| DON'T BUY | 21.080 | Irwin Michael, B.Com, MBA | Fundamentally cheap and a great cash flow generator. A lot of his clients object, so he is not in tobacco. | 2006-09-18 | |
| WAIT | 21.080 | Ross Healy | Under legal attack, starting off with British Columbia but kind of spreading out across the country. Likes to wait until the lawsuits are well on their way and almost through and then buy. | 2006-09-18 | |
| DON'T BUY | 20.410 | David Baskin | Pays a high dividend because people recognise it as a declining industry. Good cash flow. Wouldn't buy it because of their product. | 2006-08-24 | |
| DON'T BUY | 20.070 | Norman Levine | Sin stocks tend to outperform over time. Had a very good history because it was a pure play in tobacco. Has paid out huge dividends. It looks like their market share has peaked and is coming down so the stock hasn't been as good an investment lately. | 2006-08-22 | |
| BUY | 19.400 | Paul Harris, CFA | The dividend is secure. A well-run company. Great management. A great free cash flow business. | 2006-08-15 | |
| DON'T BUY | 19.360 | Bruce Campbell | A lot of the return and anticipation of special dividends is what has driven the stock. Have paid out most of the cash. A good place to hide, but the upside is a lot less than it used to be. To check, look at how much cash is building up every quarter. If it is building up, that is the time to buy. | 2006-08-10 | |
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| DON'T BUY | 19.500 | Paul Gardner, CFA | If you strip away the ethical issue, there is the substitution affect of private brands are eating away of their brand names as well as counterfeiting from the US. This is impacting their profit margins. | 2006-08-08 | |
| DON'T BUY | 19.390 | David Baskin | Smoking is an industry that will increasingly rely upon marketing to customers in the 3rd world. He would not invest in this on moral grounds as well as its long-term prospects. | 2006-07-27 | |
| BUY | 19.800 | Gordon Higgins, CA, MBA | 6% dividend. At these levels, it is a very attractive stock. Stable cash flow. Possibility of a special dividend. | 2006-06-07 | |
| WEAK BUY | 20.020 | David Driscoll | Facing litigation in Ontario and Quebec. Prefers the bonds instead. | 2006-05-25 | |
| BUY | 20.560 | Gordon Higgins, CA, MBA | Nice yield. Has a history of paying out special dividends. Good price. | 2006-04-05 | |
| DON'T BUY | 20.300 | Paul Gardner, CFA | Tremendous free cash flow business. There is a litigation risk and also, their focus is on private labels which is a lower margin business because of competition. As people get used to the cheaper generic cigarettes, they will have to cannibalise their high premium cigarettes. | 2006-04-04 | |
| BUY | 20.570 | Peter Hodson | Stock hasn't been doing very well considering the long-term track record of the company. There is always the concern about lawsuits in the cigarette industry. Anytime you get a company that is more or less the dominant player in the country and has an addictive product that generate cash flow, it's never usually a bad investment. If you're looking for dividends, a great investment. | 2006-03-27 | |
| DON'T BUY | 21.450 | Ross Healy | Rothmans has the huge lawsuit hanging over its stock. It is slowing the stock down. It is not a good place to be right now. | 2006-03-16 | |
| DON'T BUY | 21.600 | David Burrows | Is not involved with the tobacco companies due to moral reasons. Rothmans are still involved in litigations. Stock is not acting well. Avoid | 2006-02-27 | |
| SELL | 21.700 | Paul Gardner, CFA | It has good free cash flow numbers. The dividend yield is good. However, the margins are slipping . It has been trading sideways for the last year. Not likely to go up. If you own, sell. | 2006-02-23 | |
| SELL | 21.500 | Ron Meisels | There are lawsuits against this company. He is not recommending to buy. If you have it sell it around $22. | 2006-02-21 | |
| BUY | 21.680 | Veronika Hirsch | Someone is always suing them for one reason or another and this will always be a risk. It will take 5/10 years before they have to settle anything so use as a short-term holding only. High yield. | 2006-02-16 | |
| BUY | 21.800 | Brian Acker, CA | His model price is $27.62 which is a 23% positive differential. | 2006-02-07 | |
| HOLD | 22.810 | John Zechner | Has suffered similarily to a lot of companies that don't have great growth profiles. There's always litigation risks. However, valuations are good. | 2005-12-12 | |
| BUY | 22.450 | Peter Gibson | In terms of strict quantitative fundamentals has good profit growth, high level of profitability, a good yielding stock. | 2005-12-09 | |
| BUY | 23.250 | Norman Levine | There is no better legitimate business in the world than tobacco. The most profitable and your customers are addicted. This company has a policy of basically paying out all of its earnings. The legal hurdles in Canada have moved up a little which has hurt the stock but is an opportunity to buy. | 2005-12-05 | |
| WEAK BUY | 23.000 | Norman Levine | As a yield play, this is a great name. There is no more profitable (legitimate) business than tobacco. Pays out all of its earnings in dividends. 5.25% yield. In the near term you have some litigation risks. | 2005-10-25 | |
| WAIT | 22.300 | Ross Healy | Stocks fell on Supreme Court ruling that would allow provinces to sue. This gives a tremendous buying opportunity, but not yet and may have to wait for some little while. Governments do not want to see the cigarette industry dead as it is a phenominal cash cow. There'll be a lot of noise, but expects there will be no change in overall earnings. | 2005-10-13 | |
| DON'T BUY | 23.260 | Michael Sprung | Today's tobacco companies are like yesteray's asbestos companies. More and more they are going to come under attack for making up some of the health costs that are associated with. Wouldn't own this one as he doesn't believe you should go looking for trouble. It's becoming not only a litigation matter, but also a political matter. | 2005-10-11 | |
| BUY | 25.960 | Paul Harris, CFA | Pays a nice dividend and grows its earnings. LOts of free cash flow. A good long term hold. | 2005-09-19 | |
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| BUY | 23.910 | Norman Levine | The only tobacco company that he knows that did not diversify. Any excess cash is paid out to the shareholders. Besides their regular dividend, every couple of years they pay out a special high dividend. Tobacco litigation in Canada in miniscule compared to the US. | 2005-07-12 | |
| BUY | 23.820 | John Zechner | Had a run up when everybody was looking for defensive cash generating names. Don't expect to see another move like that. A good stable cash generating stock. | 2005-06-14 | |
| BUY | 25.000 | Norman Levine | Has been doing very well lately because it has managed to get a niche in the tobacco business. At the major brand level it was butting its head against Imperial Tobacco (ITY-N). Have been a big player in the off-brand (lower priced) cigarettes and have gained big market share. | 2005-05-17 | |
| BUY | 25.050 | Gordon Higgins, CA, MBA | Prefers the US company Altria (MO-N). Great cash flow and likes to pay out special dividends now and then. It's not a growth business. You buy for the dividend. Reasonable for an income investor. | 2005-05-03 | |
| DON'T BUY | 25.000 | Brian Acker, CA | Model price is $23.26. Stock price is about 6% below the model price. | 2005-04-28 | |
| DON'T BUY | 24.150 | David Baskin | Not a fan of tobacco stocks and wouldn't own them under any circumstances. Has some legal problems. | 2005-04-21 | |
| BUY | 23.500 | Brian Acker, CA | Their model price is $24.67 which is about 5.7% over yesterday's closing price. | 2005-03-22 | |
| WAIT | 23.590 | Norman Levine | Tobacco companies are always under the worry of litigation. The tobacco industry is the most profitable business in the world, throws off the most cash and with litigation risks having come down, tobacco stocks have down well recently. Has had a big run, so would wait for the next big litigation scare. | 2005-03-16 | |
| BUY | 22.400 | Fred Pynn | Not impacted by economy.Stable income, limited growth. | 2005-03-03 | |
| SELL | 43.170 | Bill Shaw | 2 lawsuits have just been certified in Quebec which caused a 10% pull-back. A little more expensive than its peers. Concerned that the legal risks are much higher than in the past. Cash flows are excellent. Are currently selling their holdings. | 2005-02-22 | |
| BUY | 48.000 | Gordon Higgins, CA, MBA | A great cash flow story. Just increased its dividend by 20%. Yield is about 5% which is healthy. Also has about $5 a share in cash. | 2005-02-09 | |
| BUY | 40.110 | Norman Levine | Outlook is fairly positive. You have to look at tobacco stocks in an environment where usage is declining. A shrinking business. Every few years they pay out a big dividend. | 2005-01-05 | |
| WATCH | 36.330 | Bruce Campbell | Have paid a number of special dividends and the last one topped up their cash. Wait to see when their cash is building up and buy before the next special dividend. | 2004-11-15 | |
| VAGUE | 34.910 | Benj Gallander | No longer willing to invest in tobacco stocks because of the morality issue, so doesn't follow the company. | 2004-11-09 | |
| DON'T BUY | 34.940 | Rob Callander | Has very high yeild. Strong cash flow. | 2004-09-23 | |
| BUY | 34.520 | Norman Levine | The tobacco business is the most profitable business in a world. Threat of lawsuits is less in Canada than in the US. | 2004-09-08 | |
| BUY | 35.160 | Norman Levine | Tobaco business is the best business to be in. Stocks have been working well. | 2004-08-27 | |
| BUY | 34.000 | Norman Levine | Pays big dividends. A good name for an income investor. | 2004-07-19 | |
| WEAK BUY | 34.990 | David Taylor, MBA, CFA | A great business, but their growth rate is somewhat flat. Prefers US companies like Philip Morse. | 2004-04-06 | |
| DON'T BUY | 34.760 | Jonathen Wellum, B. Comm, B. Sc | Not comfortable with tobacco companies. Liability issues. Good dividend. | 2004-04-02 | |
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| WAIT | 28.810 | Ross Healy | A pretty big legal suit hanging over the tobacco industry. Huge cash cow. In the long run will probably work out OK. | 2004-01-20 | |
| WEAK BUY | 28.360 | Bruce Campbell | 6% plus yield. Don't expect much growth. | 2003-12-12 | |
| BUY | 28.050 | David Driscoll | If you can live with the legal issues and moral issues, the stock should do OK. | 2003-12-11 | |
| BUY | 24.400 | David Taylor, MBA, CFA | Price-to-earnings ratio is relatively low in the industry. Yield is about 6%. Government and health issues may weigh down on the stock. Stable company. Spins off a ton of free cash. Prefers Altria Group. | 2003-09-12 | |
| DON'T BUY | 26.800 | Eric Bushell | Litigation risks create pressures on tobacco companies. | 2003-05-28 | |
| BUY | 25.250 | David Taylor, MBA, CFA | Good entry point. Dividend is safe. Well run. | 2003-05-27 | |
| DON'T BUY | 24.640 | Bruce Campbell | Not sure where they can go from here. Dead money for a year or two. | 2003-05-21 | |
| DON'T BUY | 23.400 | Bob Boaz | At fair market value now. Losing both market share and volumes. | 2003-05-15 | |
| DON'T BUY | 32.080 | Brian Acker, CA | Has dropped in price in sympathy with Altria (Phillip Morris). | 2003-04-07 | |
| DON'T BUY | 22.940 | Bruce Campbell | A no growth business. | 2003-04-02 | |
| DON'T BUY | 24.000 | Ross Healy | Probably ready to declare a large, special dividend. Will be dead money for a while. | 2003-03-19 | |
| WEAK BUY | 24.400 | Bruce Campbell | 6% dividend. No growth. | 2003-03-06 | |
| WEAK BUY | 24.750 | Gordon Higgins, CA, MBA | Good dividend but not a growth industry. | 2003-03-03 | |
| DON'T BUY | 29.030 | Bill Shaw | Always concerned about litigation risks. | 2003-01-30 | |
| BUY | 28.200 | Brian Acker, CA | Very profitable. | 2002-12-27 | |
| DON'T BUY | 32.480 | David Baskin | Not a fan of tobacco companies. | 2002-10-31 | |
| BUY | 31.200 | Nereo Piticco | Good dividend. Great growth potential. | 2002-10-17 | |
| BUY | 33.650 | Michael Smedley | Expects a large special dividend. Steady cash flow. Strong company. | 2002-09-17 | |
| BUY | 33.750 | Clos Olsson | Strong cash flow. Good earnings growth. | 2002-09-13 | |
| BUY | 32.510 | Ray Steele | Very profitable company. In the long term, its in a dying industry. | 2002-09-05 | |
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| HOLD | 32.300 | Michael Smedley | Great numbers. Could have a special dividend. | 2002-08-13 | |
| BUY | 30.500 | Ross Healy | Decent dividend. Huge upside potential. | 2002-06-27 | |
| BUY | 32.970 | Ross Healy | Could end up paying a special one time dividend. This would signal a peak in the stock. | 2002-04-25 | |
| BUY | 31.000 | Brian Acker, CA | Good buy. | 2002-03-28 | |
| STRONG BUY | 30.550 | Jack Cook | Good dividends. A lot of cash. | 2002-03-25 | |
| BUY | 30.600 | John Priestman | Good dividends. Could be making a special dividend in the next few months. | 2002-03-19 | |
| BUY | 30.330 | Michael Smedley | Good dividends. Profitable. | 2002-03-18 | |
| BUY | 30.300 | Ted Macklin | Strong cash flow even with their liability problems. | 2002-03-15 | |
| BUY | 30.250 | Bob Stodgell | A lot of cash. Litigation could be a problem. Good company. | 2002-02-06 | |
| BUY | 29.150 | Mike Weir | A defensive stock and can do well. A long term hold. | 2002-01-23 | |
| DON'T BUY | 29.940 | Joe Connolly | Should continue to do well, but a little expensive now. | 2002-01-03 | |
| DON'T BUY | 27.920 | Robert Floyd | Good dividend. Competition for acquisition of a US company is strong. Wait for developments. | 2001-11-22 | |
| BUY | 27.920 | Jack Cook | Good dividend. At its bottom. | 2001-11-22 | |
| BUY | 29.450 | Bill Shaw | Will continue to do well. Good yield/management. | 2001-11-20 | |
| PAST TOP PICK | 30.000 | Roger Mortimer | (Was a top pick on July 19 up 16%) Still likes. Pays a high dividend and has growth. | 2001-11-14 | |
| DON'T BUY | 29.000 | Ray Steele | Better growth in other areas. | 2001-11-09 | |
| DON'T BUY | 29.000 | Robert Floyd | Steady cash flow and good dividend. Could be legal issues. Fairly high now. | 2001-11-09 | |
| BUY | 30.600 | Ross Healy | Had a very strong quarter. Could expect a dividend increase. | 2001-10-24 | |
| BUY | 28.300 | Brian Acker, CA | A good long hold. | 2001-10-12 | |
| BUY | 27.750 | Nereo Piticco | Stable cash flows. Good dividend. Should have continued growth. | 2001-10-09 | |
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| BUY | 25.400 | David Burrows | 4.7% dividend. Not expensive. | 2001-09-05 |
