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
February 12, 2015

Global super star company. A good track record in emerging markets. They are struggling with growth. There may be a tax advantage as to whether you buy it in the UK or through an ADR. There are different tax treaties between the UK and Canada and the US and Canada.

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Unilever PLC (UL-N)
February 12, 2015

Global super star company. A good track record in emerging markets. They are struggling with growth. There may be a tax advantage as to whether you buy it in the UK or through an ADR. There are different tax treaties between the UK and Canada and the US and Canada.

PAST TOP PICK
PAST TOP PICK
January 13, 2015

(A Top Pick Jan 7/14. Up 3.11%.) Still likes it. A long-term secular play on consumer spending and emerging markets. About 55% of their revenues are from emerging markets. Last year was a difficult time for a lot of the economies as they were going through a cyclical slow down. They are still seeing basic growth, but not as strong as it was before. Meanwhile in the developed markets, they were seeing very weak growth coming out of Europe. It was lacklustre out of the US as well. They have good products. They are restructuring and focusing on brands. You’re still getting a good dividend of about 3.5%. As we roll into 2015, the comparables get easier and you are seeing stronger growth coming out of the US, and hopefully there will be recovery out of Europe.

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Unilever PLC (UL-N)
January 13, 2015

(A Top Pick Jan 7/14. Up 3.11%.) Still likes it. A long-term secular play on consumer spending and emerging markets. About 55% of their revenues are from emerging markets. Last year was a difficult time for a lot of the economies as they were going through a cyclical slow down. They are still seeing basic growth, but not as strong as it was before. Meanwhile in the developed markets, they were seeing very weak growth coming out of Europe. It was lacklustre out of the US as well. They have good products. They are restructuring and focusing on brands. You’re still getting a good dividend of about 3.5%. As we roll into 2015, the comparables get easier and you are seeing stronger growth coming out of the US, and hopefully there will be recovery out of Europe.

BUY
BUY
December 31, 2014

Stock vs. Stock. MDLZ-O vs. UL-N. Consumer products. Prefers this to MDLZ-O. Went international very early on. But now they are improving with international purchasing, etc. This one should outperform MDLZ-O. They have not rationalized their large product range. Rationalizing could be the opportunity for growth.

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Unilever PLC (UL-N)
December 31, 2014

Stock vs. Stock. MDLZ-O vs. UL-N. Consumer products. Prefers this to MDLZ-O. Went international very early on. But now they are improving with international purchasing, etc. This one should outperform MDLZ-O. They have not rationalized their large product range. Rationalizing could be the opportunity for growth.

PAST TOP PICK
PAST TOP PICK
December 9, 2014

(A Top Pick Jan 7/14. Up 7.62%.) Emerging-market exposure long-term is positive. Emerging-market weakness has been a headwind this year. Emerging-market is slowing, but has still been a 5%-6% growth. In developed markets, things have been quite dire, particularly in Europe, and even in the US earlier on this year. She still likes it as she is focusing on the long-term story. Company has been restructuring parts of their portfolio and focusing more on personal care. Pays an attractive yield of about 3.8%. They increase their dividend fairly regularly.

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Unilever PLC (UL-N)
December 9, 2014

(A Top Pick Jan 7/14. Up 7.62%.) Emerging-market exposure long-term is positive. Emerging-market weakness has been a headwind this year. Emerging-market is slowing, but has still been a 5%-6% growth. In developed markets, things have been quite dire, particularly in Europe, and even in the US earlier on this year. She still likes it as she is focusing on the long-term story. Company has been restructuring parts of their portfolio and focusing more on personal care. Pays an attractive yield of about 3.8%. They increase their dividend fairly regularly.

BUY
BUY
November 20, 2014

It is a serial dividend increaser and the balance sheet is incredible. They are on sale because of their exposure to the emerging markets. Prefers to PG-N. This will do well over the long term.

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Unilever PLC (UL-N)
November 20, 2014

It is a serial dividend increaser and the balance sheet is incredible. They are on sale because of their exposure to the emerging markets. Prefers to PG-N. This will do well over the long term.

BUY
BUY
November 4, 2014

Great company. Fundamentals stack up well. Had a bit of headwind on its earnings because of foreign exchange. Free cash flow growth, quarter after quarter, in a very stable business. Anything below $40 looks very interesting. The opportunity here is to buy it at a lower PE multiple compared to some of its peer group.

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Unilever PLC (UL-N)
November 4, 2014

Great company. Fundamentals stack up well. Had a bit of headwind on its earnings because of foreign exchange. Free cash flow growth, quarter after quarter, in a very stable business. Anything below $40 looks very interesting. The opportunity here is to buy it at a lower PE multiple compared to some of its peer group.

WATCH
WATCH
November 3, 2014

On his radar as a potential investment. It has a big emerging market exposure that has been weak lately, but it spells potential to him.

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Unilever PLC (UL-N)
November 3, 2014

On his radar as a potential investment. It has a big emerging market exposure that has been weak lately, but it spells potential to him.

COMMENT
COMMENT
October 30, 2014

A very good company. Feels they over expanded into places like Asia with the hope that they would actually deliver huge growth for them. That has not happened, which has really hurt them. They have to cut back on the actual number of products that they have. Margins have been squeezed over the last little while.

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Unilever PLC (UL-N)
October 30, 2014

A very good company. Feels they over expanded into places like Asia with the hope that they would actually deliver huge growth for them. That has not happened, which has really hurt them. They have to cut back on the actual number of products that they have. Margins have been squeezed over the last little while.

BUY
BUY
September 23, 2014

This is one of those big yielding stocks. It’s international. Stock has been dropping and if you can’t take the pain, put a Stop on it. This should go with the market and the market should be better in the winter time.

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Unilever PLC (UL-N)
September 23, 2014

This is one of those big yielding stocks. It’s international. Stock has been dropping and if you can’t take the pain, put a Stop on it. This should go with the market and the market should be better in the winter time.

BUY
BUY
September 16, 2014

This is the play on the emerging middle class. 57%-58% of their sales are in emerging/frontier markets. The 3rd biggest consumer products company globally. Because of this, it is able to grow its top line 5%-7%. CEO is getting rid of the smaller brands in order to concentrate on the million-dollar brands. This is one that you Buy, stick it in your bottom drawer, and take it out in 5 years. You will have done very well. Reasonable yield of about 3.5%.

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Unilever PLC (UL-N)
September 16, 2014

This is the play on the emerging middle class. 57%-58% of their sales are in emerging/frontier markets. The 3rd biggest consumer products company globally. Because of this, it is able to grow its top line 5%-7%. CEO is getting rid of the smaller brands in order to concentrate on the million-dollar brands. This is one that you Buy, stick it in your bottom drawer, and take it out in 5 years. You will have done very well. Reasonable yield of about 3.5%.

COMMENT
COMMENT
September 11, 2014

Nice dividend of 3.5%, but like a lot of other consumer staples names, it is pretty richly valued, especially given its history. Feels Procter & Gamble (PG-N) is a bit cheaper. Better yet, he would look at CVS Health (CVS-N). (See Top Picks)

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Unilever PLC (UL-N)
September 11, 2014

Nice dividend of 3.5%, but like a lot of other consumer staples names, it is pretty richly valued, especially given its history. Feels Procter & Gamble (PG-N) is a bit cheaper. Better yet, he would look at CVS Health (CVS-N). (See Top Picks)

PAST TOP PICK
PAST TOP PICK
September 9, 2014

(A Top Pick Sept 10/13. Up 15.66%.) Likes this more for the emerging market growth. About 57% of revenues come from emerging markets. Even though the stock has done relatively well, it has actually lagged this rally because of their emerging market exposure. Likes the secular long-term trend. Management has repositioned the company by decreasing their food exposure and increasing their personal care, which has higher margins. Provides a yield of about 3.8%. If you don’t own, you could start picking at it here.

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Unilever PLC (UL-N)
September 9, 2014

(A Top Pick Sept 10/13. Up 15.66%.) Likes this more for the emerging market growth. About 57% of revenues come from emerging markets. Even though the stock has done relatively well, it has actually lagged this rally because of their emerging market exposure. Likes the secular long-term trend. Management has repositioned the company by decreasing their food exposure and increasing their personal care, which has higher margins. Provides a yield of about 3.8%. If you don’t own, you could start picking at it here.

TOP PICK
TOP PICK
August 28, 2014

Outside North America this is what you grow up on. Emerging markets have slowed and developed markets have recovered. This is a dividend increasing story. They buy back shares as well. 3.7% dividend.

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Unilever PLC (UL-N)
August 28, 2014

Outside North America this is what you grow up on. Emerging markets have slowed and developed markets have recovered. This is a dividend increasing story. They buy back shares as well. 3.7% dividend.

PAST TOP PICK
PAST TOP PICK
August 19, 2014

(Top Pick Aug 16/13, Up 13.07%) It has underperformed somewhat. It is her only large cap consumer stables company. Emerging market demand has weakened. Their organic growth abroad is slowing. However they are maintaining their margins. This is the time to buy it.

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Unilever PLC (UL-N)
August 19, 2014

(Top Pick Aug 16/13, Up 13.07%) It has underperformed somewhat. It is her only large cap consumer stables company. Emerging market demand has weakened. Their organic growth abroad is slowing. However they are maintaining their margins. This is the time to buy it.

TOP PICK
TOP PICK
August 19, 2014

Chart shows a consolidation from April to August, followed by a breakout at around $43. 1st resistance would be $46. From there he will watch it carefully and if it keeps going, will continue to own it.

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Unilever PLC (UL-N)
August 19, 2014

Chart shows a consolidation from April to August, followed by a breakout at around $43. 1st resistance would be $46. From there he will watch it carefully and if it keeps going, will continue to own it.

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