Unilever PLC

UL-N

NYSE:UL

60.38
0.00 (0.00%)
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 UL-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 30, 2020
Powerhouse company and trading like so many of these. The stock price is hard to justify on revenue growth and earnings.
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Unilever PLC (UL-N)
January 30, 2020
Powerhouse company and trading like so many of these. The stock price is hard to justify on revenue growth and earnings.
DON'T BUY
DON'T BUY
January 8, 2020

Trades at 18-19x earnings and pays a 3.4% dividend. Problem is they have too many brands and need to get rid of the weaker ones. Nestle executes better, managing their brands better and growing better. Nestle is tough competition; also it's easier these days to start a new brand.

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Unilever PLC (UL-N)
January 8, 2020

Trades at 18-19x earnings and pays a 3.4% dividend. Problem is they have too many brands and need to get rid of the weaker ones. Nestle executes better, managing their brands better and growing better. Nestle is tough competition; also it's easier these days to start a new brand.

BUY WEAKNESS
BUY WEAKNESS
October 17, 2019

Same thing as applies to Nestle. You are getting a brilliantly run company but you are paying a very high price in the market. They are just on the watch list in case they come back down to earth.

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Unilever PLC (UL-N)
October 17, 2019

Same thing as applies to Nestle. You are getting a brilliantly run company but you are paying a very high price in the market. They are just on the watch list in case they come back down to earth.

HOLD
HOLD
March 26, 2019
Phenomenal global consumer company. Suffering a bit with the industry, but revenue is still outperforming. Tighter margins. Decent defensive stock, but don't expect much earnings growth over the next few years.
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Unilever PLC (UL-N)
March 26, 2019
Phenomenal global consumer company. Suffering a bit with the industry, but revenue is still outperforming. Tighter margins. Decent defensive stock, but don't expect much earnings growth over the next few years.
PAST TOP PICK
PAST TOP PICK
March 12, 2019
(A Top Pick Mar 08/18, Up 5%) Has long owned this. 58% of revenues come from emerging markets where there's stronger demand for consumer packaged goods. However, the economies of emerging economies can go up and down. They want to grow their presence in EM. Pays a 3.3% yield. They're making small acqusitions in personal care which boasts higher margins.
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Unilever PLC (UL-N)
March 12, 2019
(A Top Pick Mar 08/18, Up 5%) Has long owned this. 58% of revenues come from emerging markets where there's stronger demand for consumer packaged goods. However, the economies of emerging economies can go up and down. They want to grow their presence in EM. Pays a 3.3% yield. They're making small acqusitions in personal care which boasts higher margins.
PAST TOP PICK
PAST TOP PICK
December 11, 2018
(A Top Pick Dec 12/17, Down 0.2%) They operate in personal and beauty care, where margins are growing. This is a core consumer staple holding, because 60% of revenues come from emerging markets which offers more growth than in developed markets. This is a long-term secular play. Reasonably valued. A good defensive that pays over a 3% dividend.
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Unilever PLC (UL-N)
December 11, 2018
(A Top Pick Dec 12/17, Down 0.2%) They operate in personal and beauty care, where margins are growing. This is a core consumer staple holding, because 60% of revenues come from emerging markets which offers more growth than in developed markets. This is a long-term secular play. Reasonably valued. A good defensive that pays over a 3% dividend.
BUY
BUY
March 28, 2018

It got an upgrade today from UBS, and rose 3.7%. The consumer space is getting killed by e-commerce, but Unilever has countered this trend by making strategic acquisitions. Last 5 years, total returns have been 15% vs. P&G's 2%. Unilever has mroe than 50% of its products in emerging markets which trust brands, so they can grow. Beta is low, because they deal in consumer staples. Has owned it for a long time.

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Unilever PLC (UL-N)
March 28, 2018

It got an upgrade today from UBS, and rose 3.7%. The consumer space is getting killed by e-commerce, but Unilever has countered this trend by making strategic acquisitions. Last 5 years, total returns have been 15% vs. P&G's 2%. Unilever has mroe than 50% of its products in emerging markets which trust brands, so they can grow. Beta is low, because they deal in consumer staples. Has owned it for a long time.

TOP PICK
TOP PICK
March 8, 2018

They owned the stock for a number of years. It is a play on the consumer in the emerging markets. There is strong secular growth there. Per capita income growth is increasing. Global brands like Dove, etc. Yield of 3.3% (Analysts’ price target is $60.50)

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Unilever PLC (UL-N)
March 8, 2018

They owned the stock for a number of years. It is a play on the consumer in the emerging markets. There is strong secular growth there. Per capita income growth is increasing. Global brands like Dove, etc. Yield of 3.3% (Analysts’ price target is $60.50)

DON'T BUY
DON'T BUY
March 2, 2018

This company falls into the “busted brand” category, he thinks. Sales are going down on organic products and there are small niche brands carving out market share. He thinks the market is entering a new world.

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Unilever PLC (UL-N)
March 2, 2018

This company falls into the “busted brand” category, he thinks. Sales are going down on organic products and there are small niche brands carving out market share. He thinks the market is entering a new world.

COMMENT
COMMENT
January 12, 2018

A great company, but he prefers to own North American companies. If you do own it, it's one of those companies were you just put it away and forget about it. They definitely have to cut their cost structure, which would be a benefit for them.

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Unilever PLC (UL-N)
January 12, 2018

A great company, but he prefers to own North American companies. If you do own it, it's one of those companies were you just put it away and forget about it. They definitely have to cut their cost structure, which would be a benefit for them.

COMMENT
COMMENT
January 11, 2018

He believes in the stock. You are getting earnings growth of roughly 10% a year, and revenue growth anywhere from 2% to 4%. They are a little on the low side now, but just sold off their spreads business, so they have $6 billion in cash. Their strategy going forward is to have subsidiaries which are high margin/high growth. They want to reduce costs and overhead, and get margins higher so that they can a) pay down some debt and b) continue the dividend growth and c) capture more e-commerce markets. 43% of revenues are in Asia, and nobody else is close.

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Unilever PLC (UL-N)
January 11, 2018

He believes in the stock. You are getting earnings growth of roughly 10% a year, and revenue growth anywhere from 2% to 4%. They are a little on the low side now, but just sold off their spreads business, so they have $6 billion in cash. Their strategy going forward is to have subsidiaries which are high margin/high growth. They want to reduce costs and overhead, and get margins higher so that they can a) pay down some debt and b) continue the dividend growth and c) capture more e-commerce markets. 43% of revenues are in Asia, and nobody else is close.

TOP PICK
TOP PICK
December 12, 2017

Has held this for a number of years and thinks the emerging markets are beginning to stabilize. 57% of sales comes from emerging markets, and their target is to have 75% by 2020. The middle-class is growing, and as that happens, they will consume more of this company's products. They have homecare, personal care, beverages. Adopted zero based budgeting 2 years ago Dividend yield of 2.8%. (Analysts' price target is $60.)

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Unilever PLC (UL-N)
December 12, 2017

Has held this for a number of years and thinks the emerging markets are beginning to stabilize. 57% of sales comes from emerging markets, and their target is to have 75% by 2020. The middle-class is growing, and as that happens, they will consume more of this company's products. They have homecare, personal care, beverages. Adopted zero based budgeting 2 years ago Dividend yield of 2.8%. (Analysts' price target is $60.)

COMMENT
COMMENT
November 1, 2017

If looking at the consumer product space, this is the one you want to focus on. This has 43% of revenues coming from Asia. On a broad scale, all the consumer product companies are running into a problem in that they have lost 3% of the global market share to e-commerce start-ups. Their focus right now is to cut costs. They’re starting to make acquisitions in areas that are higher margins, and where they have an e-commerce presence and can start to protect their turf.

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Unilever PLC (UL-N)
November 1, 2017

If looking at the consumer product space, this is the one you want to focus on. This has 43% of revenues coming from Asia. On a broad scale, all the consumer product companies are running into a problem in that they have lost 3% of the global market share to e-commerce start-ups. Their focus right now is to cut costs. They’re starting to make acquisitions in areas that are higher margins, and where they have an e-commerce presence and can start to protect their turf.

BUY
BUY
October 4, 2017

A safe European stock?If you want growth in a dividend and a consumer products company, this one is head and shoulders above the others. They are the biggest consumer products company in India and China, which has the kind of population growth that this company can take care of. They are also getting more involved in e-commerce, which the others are not.

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Unilever PLC (UL-N)
October 4, 2017

A safe European stock?If you want growth in a dividend and a consumer products company, this one is head and shoulders above the others. They are the biggest consumer products company in India and China, which has the kind of population growth that this company can take care of. They are also getting more involved in e-commerce, which the others are not.

HOLD
HOLD
August 31, 2017

About half their business comes from Asia, South America and the Middle East. A great company and very well-run. A good quality, global consumer product company that gives you an indirect exposure to emerging markets. Valuation is a little rich for the growth profile that you are getting. Prefers the more local players. Dividend yield of 2.6%.

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Unilever PLC (UL-N)
August 31, 2017

About half their business comes from Asia, South America and the Middle East. A great company and very well-run. A good quality, global consumer product company that gives you an indirect exposure to emerging markets. Valuation is a little rich for the growth profile that you are getting. Prefers the more local players. Dividend yield of 2.6%.

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