Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Equity Bottom-Up

British American Tobacco  / Equity Bottom-Up

<ul>
<li>British American Tobacco could prosper due to its tobacco market dominance and its growth in non-combustible products.</li>
<li>The first scenario is a modest year-over-year return of 12.62%.</li>
<li>This is based on a three-factor regression model, which exhibits statistical significance.</li>
</ul>


British American Tobacco could prosper due to its tobacco market dominance and its growth in non-combustible products.
The first scenario is a modest year-over-year return of 12.62%.
This is based on a three-factor regression model, which exhibits statistical significance.


British American Tobacco: Our Top July Pick

Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

<ul><li>British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of market share in the industry (2nd most)</li><li>Along with their biggest rival, Toronto-Dominion, Royal Bank of Canada is one of my favorite stocks. </li><li>Larger military budgets around the world means more revenue for defense contractors like Raytheon</li></ul>

British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of market share in the industry (2nd most)Along with their biggest rival, Toronto-Dominion, Royal Bank of Canada is one of my favorite stocks. Larger military budgets around the world means more revenue for defense contractors like Raytheon

Top Picks for Dividend Growth Stock - Mar 2022

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>Legal and regulatory changes have spawned cannabis companies, focused on cannabis-based medical and recreational products and the development of new breeds of crop </li>
<li>In Cannabis innovations <a href="https://www.smartkarma.com/entities/philip-morris-international" target="_blank" data-smartkarma-citation="entities:13328:1" rel="noopener">Philip Morris International (PM US)</a>, <a href="https://www.smartkarma.com/entities/canopy-growth-corp" target="_blank" data-smartkarma-citation="entities:25083:1" rel="noopener">Canopy Growth (WEED CN)</a>, <a href="https://www.smartkarma.com/entities/jazz-pharmaceuticals-plc" target="_blank" data-smartkarma-citation="entities:15881:1" rel="noopener">Jazz Pharmaceuticals (JAZZ US)</a><a href="https://www.smartkarma.com/entities/merck-co-inc" target="_blank" data-smartkarma-citation="entities:1130:1" rel="noopener">Merck &amp; Co Inc. (MRK US)</a> and <a href="https://www.smartkarma.com/entities/takeda-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:11747:1" rel="noopener">Takeda Pharmaceutical (4502 JP)</a> lead</li>
<li>In overall plant-based extracts innovations <a href="https://www.smartkarma.com/entities/jazz-pharmaceuticals-plc" target="_blank" data-smartkarma-citation="entities:15881:1" rel="noopener">Jazz Pharmaceuticals (JAZZ US)</a>, <a href="https://www.smartkarma.com/entities/eid-parry-india-ltd" target="_blank" data-smartkarma-citation="entities:6925:1" rel="noopener">Eid Parry India (EID IN)</a>, <a href="https://www.smartkarma.com/entities/abbott-laboratories" target="_blank" data-smartkarma-citation="entities:11987:1" rel="noopener">Abbott Laboratories (ABT US), </a>Indena, Mars Incorporated, and Liveleaf are the leaders.</li>
</ul>


Legal and regulatory changes have spawned cannabis companies, focused on cannabis-based medical and recreational products and the development of new breeds of crop 
In Cannabis innovations Philip Morris International (PM US), Canopy Growth (WEED CN), Jazz Pharmaceuticals (JAZZ US)Merck &amp; Co Inc. (MRK US) and Takeda Pharmaceutical (4502 JP) lead
In overall plant-based extracts innovations Jazz Pharmaceuticals (JAZZ US), Eid Parry India (EID IN), Abbott Laboratories (ABT US), Indena, Mars Incorporated, and Liveleaf are the leaders.


Insights from Data Mining Technical Publications - Plant Extracts Including from Cannabis

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

<ul>
<li>Shares of <a href="https://www.smartkarma.com/entities/tilray-inc" target="_blank" data-smartkarma-citation="entities:27402:1" rel="noopener">Tilray Inc (TLRY US)</a> hit 52-week low amid delay to pass a federal marijuana legalization bill in the U.S., falling cannabis prices and intense competition among cannabis producers.</li>
<li>Tilray’s valuation looks attractive keeping in mind upcoming (Jan-Mar 2022) marijuana legalization at the federal level in the United States and acquisition of Breckenridge Distillery and MedMen.</li>
<li>We expect <a href="https://www.smartkarma.com/entities/tilray-inc" target="_blank" data-smartkarma-citation="entities:27402:1" rel="noopener">Tilray Inc (TLRY US)</a> will report strong earnings for Q2’FY22 on January 10th next year and see interest from Big Tobacco to enter high-growth marijuana business.</li>
</ul>


Shares of Tilray Inc (TLRY US) hit 52-week low amid delay to pass a federal marijuana legalization bill in the U.S., falling cannabis prices and intense competition among cannabis producers.
Tilray’s valuation looks attractive keeping in mind upcoming (Jan-Mar 2022) marijuana legalization at the federal level in the United States and acquisition of Breckenridge Distillery and MedMen.
We expect Tilray Inc (TLRY US) will report strong earnings for Q2’FY22 on January 10th next year and see interest from Big Tobacco to enter high-growth marijuana business.


Opportunity To Secure a Strategic Investment From a Big Tobacco Company?

Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

ASA Capital Management

ASA Capital Management is a boutique Research and Investment Advisory firm focusing on primary research in India. ASA provides bespoke research services to Institutional Clients with a focus on due diligence backed with primary research, Field Trips & Channel Checks.

<p>We attended ITC's virtual AGM that was held last week, seeking answers to some of the questions raised earlier in our previous insights. While the dividend yield could be attractive for income investors, value unlocking catalysts remain absent. </p>
<p>Our previous coverage on ITC: </p>
<ul>
<li>
<a href="https://www.smartkarma.com/insights/huvr-vs-itc-the-dancing-elephant-and-the-ostrich" target="_blank" data-smartkarma-citation="insights:35043" rel="noopener">HUVR Vs ITC | The Dancing Elephant and the Ostrich</a> </li>
<li>
<a href="https://www.smartkarma.com/insights/itc-in-no-catalyst-for-pe-re-rating-in-the-near-term" target="_blank" data-smartkarma-citation="insights:37804" rel="noopener">ITC IN | No Catalyst for PE Re-Rating in the Near Term</a> </li>
</ul>

We attended ITC's virtual AGM that was held last week, seeking answers to some of the questions raised earlier in our previous insights. While the dividend yield could be attractive for income investors, value unlocking catalysts remain absent. 
Our previous coverage on ITC: 


HUVR Vs ITC | The Dancing Elephant and the Ostrich 

ITC IN | No Catalyst for PE Re-Rating in the Near Term 


AGM Diaries | ITC - Some Things Never Change

United Kingdom

British American Tobacco P.L.C. operates as a holding company for a group of companies that manufactures, markets, and sells cigarettes and other tobacco products including cigars and roll-your-own tobacco.

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British American Tobacco (BTI US)

British American Tobacco: Our Top July Pick

British American Tobacco could prosper due to its tobacco market dominance and its growth in non-combustible products. The first scenario is a...

Pearl Gray Equity and Research

Top Picks for Dividend Growth Stock - Mar 2022

British American Tobacco is one of the leading tobacco companies in the world. They operate in 180 countries around the world, and have 12% of...

Cappuccino Finance

Insights from Data Mining Technical Publications - Plant Extracts Including from Cannabis

Herbal medicinal and nutraceutical extracts are seen as instruments to maintain health and treat some conditions. Cannabis, in particular, will see...

Pyari Menon

Opportunity To Secure a Strategic Investment From a Big Tobacco Company?

We believe Tilray is a promising investment in global cannabis industry keeping in mind strong interest from Big Tobacco and upcoming marijuana...

Andrei Zakharov

AGM Diaries | ITC - Some Things Never Change

Building on our

Pranav Bhavsar

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