Opinions
Brett Girard, CPA, CA, CFA
Unilever NV
UN-N
BUY
Apr 08, 2025
$60.510
Stock price when the opinion was issued
food processing
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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.
food processing
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.
food processing
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.
food processing
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.
food processing
Advertising
They will spin off Ben & Jerry ice cream, less healthy good, and doubling down on soap, fragrances and personal care which offer bigger margins.