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Unilever NV (UN-N)

ON STOCKCHASE SINCE Oct 2001

food processing

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Unilever NV
UN-N

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Signal	Opinion	Expert
PAST TOP PICK	Unilever NV(UN-N) January 17, 2019 (A Top Pick Dec 28/17, Down 3%) Compared to P&G, they have their feet on the ground better because of recent acquisitions. Open to increasing brand scope. 40% of revenues are in EM, and that's where growth will come from. food processing 0 0 0 0 0 0 comments	(A Top Pick Dec 28/17, Down 3%) Compared to P&G, they have their feet on the ground better because of recent acquisitions. Open to increasing brand scope. 40% of revenues are in EM, and that's where growth will come from. food processing 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $52.950 Owned Yes

TOP PICK	Unilever NV(UN-N) November 2, 2018 Pays a 3.3% yield. They're the leader in emerging markets. Their last quarter beat the street with good growth in EM. Also, they're buying a lot of small, ubiquitous companies that Gen Xers and Millennials patronize. (Analysts’ price target is $61.67) food processing 0 0 0 0 0 0 comments	Pays a 3.3% yield. They're the leader in emerging markets. Their last quarter beat the street with good growth in EM. Also, they're buying a lot of small, ubiquitous companies that Gen Xers and Millennials patronize. (Analysts’ price target is $61.67) food processing 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $53.940 Owned Yes
HOLD	Unilever NV(UN-N) April 4, 2018 The staple companies are starting to sell off, including this though it bumped up when Warren Buffett tried to buy it. It's 50/50 in developing and emerging markets. Hold for the long run and you will be rewarded with higher dividends and share price. Worth looking at. food processing 0 0 0 0 0 0 comments	The staple companies are starting to sell off, including this though it bumped up when Warren Buffett tried to buy it. It's 50/50 in developing and emerging markets. Hold for the long run and you will be rewarded with higher dividends and share price. Worth looking at. food processing 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $57.370 Owned Unknown
DON'T BUY	Unilever NV(UN-N) March 22, 2018 He is not bullish on consumer stocks. They have been losing pricing power. Unilever has great brands but the ecommerce move is making it difficult for FMCG (fast-moving consumer goods) companies, putting more pricing pressure on them. It has become very easy to build new cosmetic brands and these new boutique brands will add pressure on companies like Unilever. food processing 0 0 0 0 0 0 comments	He is not bullish on consumer stocks. They have been losing pricing power. Unilever has great brands but the ecommerce move is making it difficult for FMCG (fast-moving consumer goods) companies, putting more pricing pressure on them. It has become very easy to build new cosmetic brands and these new boutique brands will add pressure on companies like Unilever. food processing 0 0 0 0 0 0 comments Mark Grammer Managing D, Gluskin Sheff & Asso... Price $53.180 Owned No
TOP PICK	Unilever NV(UN-N) December 28, 2017 This gives him some offset to volatility. Just sold their spreads business and has $6 billion to allocate. If they do it the right way, there could be some good times for this company moving forward. Dividend yield of 2.8%. (Analysts' price target is $60.00.) food processing 0 0 0 0 0 0 comments	This gives him some offset to volatility. Just sold their spreads business and has $6 billion to allocate. If they do it the right way, there could be some good times for this company moving forward. Dividend yield of 2.8%. (Analysts' price target is $60.00.) food processing 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $56.390 Owned Yes
WEAK BUY	Unilever NV(UN-N) April 20, 2017 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Mark Grammer Managing D, Gluskin Sheff & Asso... Price $51.140 Owned Unknown
HOLD	Unilever NV(UN-N) November 23, 2016 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%. food processing 0 0 0 0 0 0 comments	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%. food processing 0 0 0 0 0 0 comments Andy Nasr VP & Inves, Sentry Investments... Price $38.660 Owned Yes
COMMENT	Unilever NV(UN-N) September 16, 2015 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Mark Grammer Managing D, Gluskin Sheff & Asso... Price $40.410 Owned No
DON'T BUY	Unilever NV(UN-N) June 24, 2015 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Charles Lannon Director o, Toron Investment Man... Price $43.440 Owned No
TOP PICK	Unilever NV(UN-N) March 27, 2015 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%. food processing 0 0 0 0 0 0 comments	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%. food processing 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $42.490 Owned Yes
BUY	Unilever NV(UN-N) December 22, 2014 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $39.740 Owned Yes
BUY	Unilever NV(UN-N) August 14, 2014 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $40.960 Owned No
HOLD	Unilever NV(UN-N) July 13, 2012 Leveraged to the emerging markets. Starting to get a little expensive. Almost 4% dividend. food processing 0 0 0 0 0 0 comments	Leveraged to the emerging markets. Starting to get a little expensive. Almost 4% dividend. food processing 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $32.720 Owned Yes
BUY	Unilever NV(UN-N) April 19, 2011 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Peter Brieger Chairman &, GlobeInvestment Capi... Price $32.540 Owned Yes
BUY	Unilever NV(UN-N) April 7, 2011 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $31.910 Owned No

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