Stockchase Opinions

Neil Murdock Unilever NV UN-N DON'T BUY Jan 13, 2003

Has had a lot of free cash flow. Cost cutting. Hard to get more revenue growth.
$61.360

Stock price when the opinion was issued

food processing
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BUY
Allan Tong’s Discover Picks The UN stock pays a dividend of 3.37% at a 77% payout ratio, safe though higher than the sector average of 58.53%. Trading at a 23.4x PE, UL trades slightly cheaper than competitors Procter & Gamble whose PE is 25x or Colgate-Palmolive at 26.3x. Read 3 Promising Euro Stocks to Buy for our full analysis.
WEAK BUY
UL vs. NSRGY He owns Nestle, reporting very good numbers and very good organic growth. The business itself is very good. Basically, it's a consumer tax. He continues to buy Nestle for new clients. UL has been a relative underperformer, though with potentially more upside.
BUY
Not crazy about the fast, radical changes to a great company. Underlying value of the brands supports much higher share price. If market goes down, will outperform. Ongoing, really stable dividend growth well above inflation, with stock appreciation. Room for high-quality consumer stocks in everyone's portfolio.
BUY
Company is good as it provides quality products that are globally diversified. Middle management being reduced is good for the business. Looking for an increase in the dividend. As Covid-19 ends, believes company will strengthen.
BUY
The USD has had a fantastic run, so why not buy these European companies that have so much of their sales in the U.S. You get them at a discount now, so they'll have the wind at their banks for the Euro and Swiss franc turn around against the dollar. He predicts a 5% lift in forex in the next 6-8 months. These companies have great balance sheets and cash in sectors that are global.
BUY
Well established company with many business lines around the world. Higher labor costs and inflation is a challenge for the company. Good company with a reasonable dividend. Excellent long term investment.
BUY
Well established company with many business lines around the world. Higher labor costs and inflation is a challenge for the company. Good company with a reasonable dividend. Excellent long term investment.
BUY

Owns shares in the company. 
Consumer stable business. 
Large exposure to emerging markets.
Consumer packaged business expected to grow.
Inflation forcing company to increase prices.
Long term is a good investment.
~3.5% dividend yield.
New management later this year.

BUY
UN vs. PG

Lots of activist pressure. Big and bulky, not growing in line with peers. Needs to improve efficiencies to boost profitability, possibly by breaking up or selling off divisions. Potential for earnings growth and multiple expansion, but you have to be patient. His preference on valuation.

HOLD

Owns shares in company and likes prospects of business. Under performance of company not a concern. Emerging markets will present opportunity for growth. Inflation has made for tough times on the bottom line. Would recommend investors to be patient. Expecting positive changes in company with new activist investors.