Viewing Company Unilever NV | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Unilever NV Stock Symbol: UN-N

Last Price Recorded: $52.2650 on 2017-04-28

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-04-20 WEAK BUY Mark Grammer

Consumer staples have always been appealing for low volatility; however this sector is now quite pricey.  They are focusing on improving productivity and margins.  The prospects are probably relatively good.


Price:
$51.140
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2016-11-23 HOLD Andy Nasr

The consumer staple sector has broadly sold off after the election. It was a very defensive sector that had done quite well. A very good, broadly diversified consumer staple stock. European valuations on consumer staples are a little more compelling than in the US. Yield of about 3.6%.


Price:
$38.660
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2015-09-16 COMMENT Mark Grammer

They have done some restructuring. The issue right now is more in the emerging markets, and how are they impacted by the slowdown in those markets. Over 50% of their sales come from these markets. Feels there are better consumer discretionary stocks that he can be involved in.


Price:
$40.410
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2015-06-24 DON'T BUY Charles Lannon

Compared to Reckitt Benckiser (RB-LSE), it doesn’t have nearly as many high growth product categories, and is kind of overweight in a lot of slow growth categories. Difficult to see where growth is to come by, that he sees better opportunities elsewhere.


Price:
$43.440
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2015-03-27 TOP PICK Darren Sissons

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend grows periodically. Balance sheet is fine. Yield of 3.12%.


Price:
$42.490
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-22 BUY Darren Sissons

The book for this is effectively 50% emerging markets and 50% developed economies. The key driver in the last few years has been the emerging markets. What has offset that have been weaker currencies. Although the penetration, market share and economics have continued to improve, the relatively little profit coming back has been less. He is a firm believer that emerging markets are going to continue to grow. It will be lumpy growth.


Price:
$39.740
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-14 BUY Paul Harris, CFA

A great story and not an expensive stock. Trading at about 17X earnings. Has a 4.2% dividend yield. What they has done, that a lot of other companies have not done, is to restructure their assets. They’ve looked at their brands and their global businesses and made some very structural changes that are very important. 


Price:
$40.960
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
No
2012-07-13 HOLD Darren Sissons Leveraged to the emerging markets. Starting to get a little expensive. Almost 4% dividend.
Price:
$32.720
Subject:
GLOBAL LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2011-04-19 BUY Peter Brieger Likes large companies with major exposure in developing markets. Not expensive and has a very good yield at almost 4%. Looking for a 14% total return this year and probably higher going forward.
Price:
$32.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2011-04-07 BUY David Burrows Really well managed company and has been performing really well. Largely on the back of the growth they had in other parts of the world. About 35% of sales come from the Americas and all the rest is coming from the developing world.
Price:
$31.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2010-10-21 BUY Paul Harris, CFA Done a very good job of ridding itself of non-core products. Concentrated on return on invested capital. A great company at these levels. Can do very well in the emerging market area. Would want to own PG as well.
Price:
$30.030
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2010-04-07 BUY David Driscoll New management has gotten very prudent and very strict. Will not raise the dividend until they cut the costs to a degree where they can start paying down some of the debt. Will get pricing pressure in the US and Europe but pretty much have free reign in India.
Price:
$30.800
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2009-04-23 VAGUE Charles Lannon Entire UK stock market has been clobbered. General Lee is seeing heightened competition. Challenge for UN is costs. Supply some of the fastest consumer markets in the world. Dividend is safe.
Price:
$19.230
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2009-02-04 COMMENT Andrew Guy, CFA Well positioned on a global basis. Focused their product line on growth. Very long history of paying their dividends so presume it is safe. Payout ratio is less than 50%.
Price:
$21.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2008-09-16 TOP PICK David Driscoll Largest consumer products seller in India. Starting to sell off some of the assets that have not been very good and margins are starting to pick up. It will bring into a much better rival of Nestlé and Danong.
Price:
$29.220
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 30 entries
<< < 1 2 > >>

No Comments.


You must be logged in to comment.