British American Tobacco is a publicly-listed tobacco company (ADR: BTI) that sells cigarettes, vaping products, Tobacco Heating Products (THP), oral tobacco and nicotine pouches. It operates under brand names Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Camel, Natural American Spirit, Newport, Vogue, Viceroy, Kool, Peter Stuyvesant, Craven A, State ExpressContinue reading “British American Tobacco Analysis – September 2023”
Category Archives: business
Orsted Analysis – September 2023
Orsted is a publicly traded renewable utilities company based in Denmark. It recently reported an impairment on US operations that saw its stock price tumble 25%. Orsted is a global leader in offshore wind projects with onshore and solar production aswell. It also has bets on futuristic technologies like renewable hydrogen and bioenergies. Unlike rivals,Continue reading “Orsted Analysis – September 2023”
Commercial Real Estate Time-bomb – July 2023
Small and regional banks across the United States might have trouble staying solvent as news of their exposure to office space slowly starts to emerge. Between now and 2027, a large portion of banks commercial property loans are maturing, further stacking pressure on fragile lenders already teetering under bond losses. Among those most exposed areContinue reading “Commercial Real Estate Time-bomb – July 2023”
AI and Nuvei (June 2023)
Increasing productivity gains through new machines have automated swathes of agriculture and manufacturing, driving down the relative price of their outputs. As a result, people have spent a greater share of their incomes on industries such as education, health care and recreation, which have not seen the same productivity gains. Overtime gross domestic product figures willContinue reading “AI and Nuvei (June 2023)”
Reverse Repo and Bailouts – April 2023
By 2022, money market funds have deposited $1.7trn in the fed’s overnight reverse-repo facility. They agree to buy a security from the fed and resell it back later at a given price (usually higher). But the rates on overnight transactions have jumped from 0.05% in February 2022 to 4.8% today, offering better rates and higher-qualityContinue reading “Reverse Repo and Bailouts – April 2023”
Ford Analysis – March 2023
Ford motor company (NYSE: F) is in the midst of a transformation. The company is evolving into an electric vehicle leader. Although its EV segment is very slowly taking off, its investments towards a gas-free world will emerge over the next few years. Ford can tap into recently legislated tax credits of up to $7,500Continue reading “Ford Analysis – March 2023”
Paramount Global Analysis – February 2023
Paramount Global (NASDAQ : PARA), a media company formerly known as ViacomCBS, missed earnings estimates in its most recent quarter losing nearly 6%. Is it a buying opportunity? Lets look at the company. Paramount Global is a multi-faceted company. It has instantly recognizable cable networks, movies and shows. To name a few: Paramount Pictures, Miramax, CBSContinue reading “Paramount Global Analysis – February 2023”
Car subsidies and ride-hailers – October 2022
After passing the Inflation Reduction Act, the federal government now requires that a tax credit for electric vehicles must have 60% of its parts made in the United States, Mexico or Canada, along with final assembly in North America. Manufacturers also have a 200,000 EV tax credit limit (all Tesla cars have hit it). IContinue reading “Car subsidies and ride-hailers – October 2022”
Europe’s Upcoming Energy Affordability Crisis – September 2022
Electricity prices are set to soar in Europe over the upcoming months. It is expected to hit lower-income families hardest with utility bills going up steeply. Europe uses the merit order principle, a mechanism designed to determine the price of electricity. The price is linked with demand, starting with low cost power sources such asContinue reading “Europe’s Upcoming Energy Affordability Crisis – September 2022”
Specific and General Droughts Worldwide – August 2022
Droughts are the latest piece of news that will affect growth prospects and inflation. According a to Global Drought Observatory report, Europe is having its worst drought in 500 years. According to BBC: “Compared with the average of the previous five years, EU forecasts for harvest are down 16% for grain maize, 15% for soybeansContinue reading “Specific and General Droughts Worldwide – August 2022”
Devlin Demontigny 