Chris Blumas Unilever NV UN-N BUY Apr 20, 2023

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.

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. 

They will spin off Ben & Jerry ice cream, less healthy good, and doubling down on soap, fragrances and personal care which offer bigger margins.

If we get a slowdown globally due to tariffs, consumer discretionary will struggle. This name is healthcare, personal care, and cleaning. Wanting to spin off lower-margin businesses. Much more globally intertwined than PG and others; 60% of revenues are outside NA. Global reach to improve margins and cut costs.

Struggling last few years, but over time you still get 10% return and very little risk. In one of the least volatile sectors. (Price target is in pounds.) Yield is 3.27%.