British American Tobacco: What Investors Need To Know (Another Potential Ultra ZEUS V2 Candidate)

Quick Update Top Picks Are Back…Still working out the valuation rating kings (Thank you for your patience🙏🤗 I’ll be doing a monthly “Adam’s Top Buy List”, the first one is coming on Monday. With the monthly ZEUS update + GNG version of ZEUS (that is appropriate for the many people who were following ZEUS 2025) on Tuesday. Connor’s Wedding is coming up, and I’ll be gone from Wednesday, Jan 21st, through Tuesday, Jan 27th. Fortunately, we have 10 actionable articles coming out next week! Due to new exciting announcements (stay tuned! 😉 For now, the Top Buy List is just the current and future expected ZEUS holdings. This Morning Ultra ZEUS V1 Is Up 0.5% Ultra ZEUS V2 Is Up Even More (As It’s Designed To) +1% This Is A Value Rotation: A Very Good & Healthy Thing Source: GNG Research And don’t forget that in the last year, EVERYONE who has been invested (in every single major asset class) has made money. We’re All Miserable! But much richer! 😉😂🤣 In the Tuesday article, I’ll walk through the potential alternatives that I’m considering (a preliminary V3) and will then either rebalance Ultra ZEUS V1 into V2 (or whatever proves to be the best possible option) before the trip. I’ll do the same thing in February, doing the Top Buy List screening article, the screening article on Wednesday, February 18th, and then the Monthly ZEUS update and GNG ZEUS optimization on Thursday, February 19th, with the weekly Economic/Market Valuation & Fundamentals update on Friday. I want to make sure that ZEUS and GNG ZEUS and our members are as prepared as possible for whatever market/economic madness might break out on any vacation I might take😂 The Annual Ed Sheeran Concert Vacation to A Distant Land To Recharge My Soul and Remind me why we’re doing this in the first place😉 Part 3 Of The Tobacco Aristocrat Mega Review In part 1 of this special report series, I explained why Tobacco stocks have historically been attractive and what high-yield investors need to know about the future of the nicotine industry. What Income Investors Need To Know About Tobacco: Part 1 In other words… The power to manifest delightful memes and marketing images...is this not the power of the gods that man has yearned for since the dawn of time?! 😉😂🤣 And in Part 2 of the report series. Philip Morris International: The Nvidia of Tobacco Dividend Aristocrats is A Buffett-Style "Wonderful Company At A Fair Price" And Is Joining Ultra ZEUS Soon We examine why Philip Morris, the first mover in reduced-risk products (specifically heat sticks), skated to where the puck was going rather than where it currently was (iQOS R&D began in 2008 and ramped up with global launches in 2012). Heat Sticks Are The GPUs of Nicotine Right Now…The New Hotness! And No One Can Get Enough We saw why PM was the industry’s classic Buffett-style “Wonderful company at a fair price”, offering 11% to 12% CAGR return potential through 2030 (and 17% total return potential in 2026, though 50% if the PEGY fair value of PE is realized). So now let’s take a look at the higher-yielding and better valued British American, to see how it stacks up to PM, and whether or not it’s worth adding to one’s portfolio, using a similar rules based, disciplined approach using the ZEUS Fund as an example of how smart investors can make thoughtful decisions about whether or not adding companies to one’s portfolio is, what Buffett called “Diversification" or “De-worsification”. British American Tobacco Basic Summary Source: GNG Research The PEGY analysis shows a nice, modest discount (we’re working on getting 10 to 20-year average data). Dividend cut risk estimates are coming. BTI’s safety and quality are impeccable, courtesy of its safe leverage ratio and an industry-leading payout ratio guidance of 65% (85% is considered safe for tobacco companies by rating agencies). And of course, the 25-year dividen