Unilever PLC

UL-N

NYSE:UL

61.32
0.25 (0.41%)
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
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%.

COMMENT
COMMENT
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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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.

HOLD
HOLD
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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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.

COMMENT
COMMENT
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.

PAST TOP PICK
PAST TOP PICK
April 10, 2017

(Top Pick Mar 18/16, Up 16%) 55% in emerging markets and they are moving more into higher margin personal care products.

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Unilever PLC (UL-N)
April 10, 2017

(Top Pick Mar 18/16, Up 16%) 55% in emerging markets and they are moving more into higher margin personal care products.

PAST TOP PICK
PAST TOP PICK
March 21, 2017

(A Top Pick Jan 17/17. Up 22%.) He feels consumer staples, particularly now, is an important spot in your portfolio.

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Unilever PLC (UL-N)
March 21, 2017

(A Top Pick Jan 17/17. Up 22%.) He feels consumer staples, particularly now, is an important spot in your portfolio.

COMMENT
COMMENT
February 17, 2017

She has owned UL-N for 4 years. She thinks the price is significantly too low. She owns it because 15% of revenues is from emerging markets. That is where the growth is in consumer goods.

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Unilever PLC (UL-N)
February 17, 2017

She has owned UL-N for 4 years. She thinks the price is significantly too low. She owns it because 15% of revenues is from emerging markets. That is where the growth is in consumer goods.

COMMENT
COMMENT
February 13, 2017

They really pushed into a lot of the emerging markets and spent a lot of SG&A and did not really get the benefit out of it. They have so many products and some are not generating the rate of return that is required of them, but they have still kept them on. If they start selling them off you could see improved margins.

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Unilever PLC (UL-N)
February 13, 2017

They really pushed into a lot of the emerging markets and spent a lot of SG&A and did not really get the benefit out of it. They have so many products and some are not generating the rate of return that is required of them, but they have still kept them on. If they start selling them off you could see improved margins.

COMMENT
COMMENT
January 27, 2017

One of those companies that serially raises its dividend. If you are looking for dividend protection and dividend upside, this is your kind of company. About 3 years ago, emerging markets was the big story. 50% of their Book is emerging markets, and 50% is with a developed economy. It’s corrected nicely and would offer some entry, but at the moment, the rotation out of safe stocks is playing on this story. There might be a little more downside. The business is solid.

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Unilever PLC (UL-N)
January 27, 2017

One of those companies that serially raises its dividend. If you are looking for dividend protection and dividend upside, this is your kind of company. About 3 years ago, emerging markets was the big story. 50% of their Book is emerging markets, and 50% is with a developed economy. It’s corrected nicely and would offer some entry, but at the moment, the rotation out of safe stocks is playing on this story. There might be a little more downside. The business is solid.

TOP PICK
TOP PICK
January 17, 2017

He likes this because it is the 3rd largest globally with 57% personal products and 43% consumer food items. If there is any weakening in the dollar, you are going to see this company improve their performance. 50% of revenue is coming from emerging markets, so this is a growth area. Dividend yield of 3.42%. (Analysts’ price target is $36.72.)

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Unilever PLC (UL-N)
January 17, 2017

He likes this because it is the 3rd largest globally with 57% personal products and 43% consumer food items. If there is any weakening in the dollar, you are going to see this company improve their performance. 50% of revenue is coming from emerging markets, so this is a growth area. Dividend yield of 3.42%. (Analysts’ price target is $36.72.)

COMMENT
COMMENT
December 16, 2016

A great company and a solid one. He has reduced his exposure to consumer staples. Also prefers Nestlé (NSRGY-OTC). For the last 7 years, consumer staples have been doing very, very well. Feels the cash flow multiples are on the high end right now. If we start to see the growth in the US economy start to pick up, there are other places he would rather be.

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Unilever PLC (UL-N)
December 16, 2016

A great company and a solid one. He has reduced his exposure to consumer staples. Also prefers Nestlé (NSRGY-OTC). For the last 7 years, consumer staples have been doing very, very well. Feels the cash flow multiples are on the high end right now. If we start to see the growth in the US economy start to pick up, there are other places he would rather be.

BUY
BUY
December 14, 2016

Has held this in her clients’ portfolios for a number of years. She owns this for its exposure to emerging markets, the consumer packaged goods. Over 60% of revenues are from emerging markets. A lot of the economies in emerging markets have been going through a difficult time, so this is affecting them. Given the pullback, it is an opportunity. Long-term, this is where their secular growth is. They have been expanding into personal care, which tends to have higher margins than the packaged foods business. Has an attractive yield of over 3%.

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Unilever PLC (UL-N)
December 14, 2016

Has held this in her clients’ portfolios for a number of years. She owns this for its exposure to emerging markets, the consumer packaged goods. Over 60% of revenues are from emerging markets. A lot of the economies in emerging markets have been going through a difficult time, so this is affecting them. Given the pullback, it is an opportunity. Long-term, this is where their secular growth is. They have been expanding into personal care, which tends to have higher margins than the packaged foods business. Has an attractive yield of over 3%.

SELL
SELL
December 1, 2016

(Market Call Minute.) Expensive. There are a lot of other places to invest in the market.

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Unilever PLC (UL-N)
December 1, 2016

(Market Call Minute.) Expensive. There are a lot of other places to invest in the market.

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