Unilever PLC (UL-N) Stock Predictions - Stockchase
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Unilever PLC (UL-N)

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Unilever PLC

UL-N

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Unilever PLC (UL-N) SAVE Apr, 22, 2019, 8:26 pm

58.68 0.13 (0.22%)

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Signal Opinion Expert
HOLD
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.
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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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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$57.830
Owned Owned
Unknown

PAST TOP PICK
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.
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(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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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.370
Owned Owned
Yes

PAST TOP PICK
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.
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(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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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.150
Owned Owned
Yes

BUY
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.

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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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David Driscoll

President , Liberty Internationa...

Price Price
$55.100
Owned Owned
Yes

TOP PICK
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)

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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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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.040
Owned Owned
Yes

DON'T BUY
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. 

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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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Thomas George

, TD Asset Management...

Price Price
$51.790
Owned Owned
No

COMMENT
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.

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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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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$54.520
Owned Owned
No

COMMENT
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.

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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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David Driscoll

President , Liberty Internationa...

Price Price
$54.020
Owned Owned
Yes

TOP PICK
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.)

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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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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$56.080
Owned Owned
Yes

COMMENT
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.

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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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David Driscoll

President , Liberty Internationa...

Price Price
$56.180
Owned Owned
Unknown

BUY
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.

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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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David Driscoll

President , Liberty Internationa...

Price Price
$57.760
Owned Owned
Unknown

HOLD
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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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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Christine Tan

Chief Inve, Excel Funds...

Price Price
$58.210
Owned Owned
No

COMMENT
Unilever PLC(UL-N) 

July 7, 2017

A stock of 2 parts. 50% is emerging markets and 50% is developed markets. In the last 5-6 years, where emerging markets were the darlings, this was one of the “go to” stories. Now we have a situation where the US is recovering and markets are improving. We are starting to see a little more growth and upside in Procter & Gamble. You have a very good total return story here. If you have long-term money, this would be one to buy and hold for a total return story. However, if you are looking to trade he would go elsewhere.

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A stock of 2 parts. 50% is emerging markets and 50% is developed markets. In the last 5-6 years, where emerging markets were the darlings, this was one of the “go to” stories. Now we have a situation where the US is recovering and markets are improving. We are starting to see a little more growth and upside in Procter & Gamble. You have a very good total return story here. If you have long-term money, this would be one to buy and hold for a total return story. However, if you are looking to trade he would go elsewhere.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$53.720
Owned Owned
Unknown

HOLD
Unilever PLC(UL-N) 

June 6, 2017

This is the European version of Procter & Gamble (PG-N). It’s a big consumers product company and they make all kinds of pretty much everything you can think of. Overall, it’s okay, but keep in mind it is a defensive kind of name, and probably won’t do as well in a pro-growth environment that we are in right now.

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This is the European version of Procter & Gamble (PG-N). It’s a big consumers product company and they make all kinds of pretty much everything you can think of. Overall, it’s okay, but keep in mind it is a defensive kind of name, and probably won’t do as well in a pro-growth environment that we are in right now.

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John Stephenson

President , Stephenson & Company...

Price Price
$56.280
Owned Owned
Unknown

COMMENT
Unilever PLC(UL-N) 

May 5, 2017

When the financial crisis happened, the stock was a darling because the emerging markets were running. This company is effectively a 50% emerging market and 50% developed market. Then the US started to recover and that sort of lost its gleam. He likes the stock. You want to buy this at a point in the cycle where staples are not super in favour. He thinks that is starting to happen.

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When the financial crisis happened, the stock was a darling because the emerging markets were running. This company is effectively a 50% emerging market and 50% developed market. Then the US started to recover and that sort of lost its gleam. He likes the stock. You want to buy this at a point in the cycle where staples are not super in favour. He thinks that is starting to happen.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$51.710
Owned Owned
Unknown

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