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
BUY
BUY
November 29, 2016

A great company. One of the unique things is that they have accumulated brands all over the place, and then went aggressively into emerging markets. Many brands were not making money, and they sold those off. They still have to do a little more. They realize they were not making much money in emerging markets, so they need to reassess what products are going to be doing well, and how much to spend to market them. Thinks they are at that stage now. Expects in the next little while you will see margin improvement, especially on the emerging-market products.

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Unilever PLC (UL-N)
November 29, 2016

A great company. One of the unique things is that they have accumulated brands all over the place, and then went aggressively into emerging markets. Many brands were not making money, and they sold those off. They still have to do a little more. They realize they were not making much money in emerging markets, so they need to reassess what products are going to be doing well, and how much to spend to market them. Thinks they are at that stage now. Expects in the next little while you will see margin improvement, especially on the emerging-market products.

BUY
BUY
November 15, 2016

Pays a very generous dividend. Right now consumer staples are really taking it on the chin, and have had it bad since interest rates started moving up in July. This has sold off partly because of BREXIT. In terms of unit sales globally, their sales are actually going up by 1%-2% per year. That is good and means the company is going to be okay. It wouldn’t be a bad idea to start adding this to your portfolio.

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Unilever PLC (UL-N)
November 15, 2016

Pays a very generous dividend. Right now consumer staples are really taking it on the chin, and have had it bad since interest rates started moving up in July. This has sold off partly because of BREXIT. In terms of unit sales globally, their sales are actually going up by 1%-2% per year. That is good and means the company is going to be okay. It wouldn’t be a bad idea to start adding this to your portfolio.

COMMENT
COMMENT
November 14, 2016

(Market Call Minute.) Has held this for a long time and is continuing to Buy it, as they have e-commerce picking up with shaving and diapers.

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Unilever PLC (UL-N)
November 14, 2016

(Market Call Minute.) Has held this for a long time and is continuing to Buy it, as they have e-commerce picking up with shaving and diapers.

COMMENT
COMMENT
November 11, 2016

Outside of North America, 50% of the company’s revenues come from emerging markets and 50% comes from developed markets. Has a very good dividend and has grown its dividend. Feels the dividend is safe. They are getting to a point where they are probably going to do an acquisition. If you hold this for 10 years, you are going to be fine. However, if your time frame is less than that, you definitely get a great dividend, see some downside, but definitely not the kind of upside that potentially could be offered in other segments.

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Unilever PLC (UL-N)
November 11, 2016

Outside of North America, 50% of the company’s revenues come from emerging markets and 50% comes from developed markets. Has a very good dividend and has grown its dividend. Feels the dividend is safe. They are getting to a point where they are probably going to do an acquisition. If you hold this for 10 years, you are going to be fine. However, if your time frame is less than that, you definitely get a great dividend, see some downside, but definitely not the kind of upside that potentially could be offered in other segments.

HOLD
HOLD
September 9, 2016

Owns a little bit of this. It has benefited from money pouring into consumer product companies. However, the valuation is starting to get too high. He wouldn’t sell it, but wouldn’t buy any more.

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Unilever PLC (UL-N)
September 9, 2016

Owns a little bit of this. It has benefited from money pouring into consumer product companies. However, the valuation is starting to get too high. He wouldn’t sell it, but wouldn’t buy any more.

COMMENT
COMMENT
August 25, 2016

This gives you Ben & Jerry’s ice cream, Lipton tea and personal care products. The stock hasn’t moved a lot this year, up about 2%, but you’re getting growth in the dividend over time, because as free cash flows grow, you are getting almost a 10% increase in the dividend every year. They are going to pick up a lot of emerging market growth, more so in India than they are in China.

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Unilever PLC (UL-N)
August 25, 2016

This gives you Ben & Jerry’s ice cream, Lipton tea and personal care products. The stock hasn’t moved a lot this year, up about 2%, but you’re getting growth in the dividend over time, because as free cash flows grow, you are getting almost a 10% increase in the dividend every year. They are going to pick up a lot of emerging market growth, more so in India than they are in China.

DON'T BUY
DON'T BUY
May 19, 2016

Phenomenal global player. Don’t sell. The consumer staples area has been one of the most stable over the last couple of years. The entry point is too high here. They will keep growing, however.

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Unilever PLC (UL-N)
May 19, 2016

Phenomenal global player. Don’t sell. The consumer staples area has been one of the most stable over the last couple of years. The entry point is too high here. They will keep growing, however.

TOP PICK
TOP PICK
March 18, 2016

3rd largest global consumer product company, and 59% of it is in emerging markets. Over the long-term, you have done 3% compound over the last 3-5 years, and 7% compound over the last decade. 2.93% dividend yield.

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Unilever PLC (UL-N)
March 18, 2016

3rd largest global consumer product company, and 59% of it is in emerging markets. Over the long-term, you have done 3% compound over the last 3-5 years, and 7% compound over the last decade. 2.93% dividend yield.

BUY
BUY
October 2, 2015

He looks at global companies that are diversified. UL-N has European exposure, for example. This group is going to do well in a benign commodity environment. 8-10% free cash flow margin gives good stock performance. UL-N is doing better than others in the space.

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Unilever PLC (UL-N)
October 2, 2015

He looks at global companies that are diversified. UL-N has European exposure, for example. This group is going to do well in a benign commodity environment. 8-10% free cash flow margin gives good stock performance. UL-N is doing better than others in the space.

COMMENT
COMMENT
June 2, 2015

Diageo (DEO-N) or Unilever (UL-N) foreign income focused investor? Neither of these is cheap today. You are paying a high price for very stable earnings. The difference between the 2 companies is that Diageo has been basically a no growth story in terms of earnings and revenues. Unilever is well positioned globally, especially in emerging markets, and will give you earnings growth along with better dividend growth. If he had to pick one or the other, it would definitely be this one.

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Unilever PLC (UL-N)
June 2, 2015

Diageo (DEO-N) or Unilever (UL-N) foreign income focused investor? Neither of these is cheap today. You are paying a high price for very stable earnings. The difference between the 2 companies is that Diageo has been basically a no growth story in terms of earnings and revenues. Unilever is well positioned globally, especially in emerging markets, and will give you earnings growth along with better dividend growth. If he had to pick one or the other, it would definitely be this one.

BUY
BUY
May 4, 2015

Stock vs. Stock. DEO-N vs. UL-N. UL-N has a track record of slow, modest increases in its dividend. Profit growth in emerging markets will not be as strong, but he would buy this and put it away.

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Stock vs. Stock. DEO-N vs. UL-N. UL-N has a track record of slow, modest increases in its dividend. Profit growth in emerging markets will not be as strong, but he would buy this and put it away.

BUY
BUY
April 16, 2015

Sales have turned out better than expected. This is a big consumer product company. Feels they are realizing that they have to consolidate their products and sell off non-core products.

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Unilever PLC (UL-N)
April 16, 2015

Sales have turned out better than expected. This is a big consumer product company. Feels they are realizing that they have to consolidate their products and sell off non-core products.

HOLD
HOLD
April 14, 2015

You own this because they have about 55%-58% emerging market exposure. A global leading consumer products company in food and personal care. It is really a play on the middle class in emerging markets. Underperformed in the last year because emerging markets have had some difficulty with their economies, so growth has slowed. She likes the story for a long term. Yield of about 3.5%.

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Unilever PLC (UL-N)
April 14, 2015

You own this because they have about 55%-58% emerging market exposure. A global leading consumer products company in food and personal care. It is really a play on the middle class in emerging markets. Underperformed in the last year because emerging markets have had some difficulty with their economies, so growth has slowed. She likes the story for a long term. Yield of about 3.5%.

COMMENT
COMMENT
April 9, 2015

Part of the issue here is currency related, because of where they are. The stock has kind of meandered a bit. The entire consumers’ staple space is not cheap and has pushed valuations up. You want to be very careful of the types of names you own in this area.

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Unilever PLC (UL-N)
April 9, 2015

Part of the issue here is currency related, because of where they are. The stock has kind of meandered a bit. The entire consumers’ staple space is not cheap and has pushed valuations up. You want to be very careful of the types of names you own in this area.

COMMENT
COMMENT
March 12, 2015

The collapse of the euro helped them. Companies like this have too many brands. Those brands are all making money, but when you are a big company and own all these things, you tend to just keep them. Thinks they are going through and disposing of non-core brands, which will create better margins.

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Unilever PLC (UL-N)
March 12, 2015

The collapse of the euro helped them. Companies like this have too many brands. Those brands are all making money, but when you are a big company and own all these things, you tend to just keep them. Thinks they are going through and disposing of non-core brands, which will create better margins.

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