Unilever NV

UN-N

NYSE:UN

50.82
1.18 (2.38%)
Unilever is a Dutch-British transnational consumer goods company co-headquartered in Rotterdam, Netherlands and London, United Kingdom. Its products include food, beverages, cleaning agents and personal care products.
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Analysis and Opinions about UN-N

Signal
Opinion
Expert
HOLD
HOLD
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%.

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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%.

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

TOP PICK
TOP PICK
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%.

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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%.

BUY
BUY
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.

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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.

BUY
BUY
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.

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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.

HOLD
HOLD
July 13, 2012
Leveraged to the emerging markets. Starting to get a little expensive. Almost 4% dividend.
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Unilever NV (UN-N)
July 13, 2012
Leveraged to the emerging markets. Starting to get a little expensive. Almost 4% dividend.
BUY
BUY
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.
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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.
BUY
BUY
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.
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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.
BUY
BUY
October 21, 2010
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.
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Unilever NV (UN-N)
October 21, 2010
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.
BUY
BUY
April 7, 2010
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.
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Unilever NV (UN-N)
April 7, 2010
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.
VAGUE
VAGUE
April 23, 2009
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.
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Unilever NV (UN-N)
April 23, 2009
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.
COMMENT
COMMENT
February 4, 2009
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%.
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Unilever NV (UN-N)
February 4, 2009
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%.
TOP PICK
TOP PICK
September 16, 2008
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.
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Unilever NV (UN-N)
September 16, 2008
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.
TOP PICK
TOP PICK
July 4, 2008
Consumer products. Where Procter & Gamble has China, this company has India. Big growth in consumer products in India right now. Attractive yield at about 3.5%.
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Unilever NV (UN-N)
July 4, 2008
Consumer products. Where Procter & Gamble has China, this company has India. Big growth in consumer products in India right now. Attractive yield at about 3.5%.
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