Unilever Share Discussion Threads

[marksp2011] 08/7/2019 07:59

More to do with the quantity - I had been buying them for 25 years. I have taken all individual holdings to below 3% weighting. If you can get the growth at reduced risk, why take the risk?

[growthpotential] 06/7/2019 17:27

Yeh, if you only own ULVR, can see why you'd move to a fund/trust :)

[marksp2011] 03/7/2019 13:36

Good going

I have done marginally better I think selling out and buying FGT.
Same style but 11 companies rather than just ULVR - cutting the risk a bit

[ygor705] 03/7/2019 08:32

£50 per share breached........ definitely a milestone for the performance of the share price Well done to all shareholders who resisted the change of domicile last year and brought about a change in leadership. Just look at performance this year. Brilliant!

[poikka] 30/6/2019 19:19

Say that again, Flats.

[flatulentmargaret] 29/6/2019 19:32

I like this company a lot will by some meer sñhers on momday

[bradbury3559] 05/6/2019 11:32

Come join the party #BBSN

[samwn1] 17/5/2019 13:58

The performance of this share is inversely proportional to the activity of this BBB. I hope I haven't contributed to a downer!

[paulisi] 18/4/2019 11:43

Safe considerable account, continued growth and increased dividend.One for the pension pot.

[florenceorbis] 18/4/2019 09:16

Liberum Capital Hold 4,350.00 - Reiterates



They seem to have got that wrong

[florenceorbis] 18/4/2019 09:11

Unilever PLC (ULVR.LN) said Thursday that first-quarter revenue fell, driven by the disposal of its spreads business, but the company is on track for its full-year targets.

Unilever, owner of the Hellmann's mayonnaise, Dove soap and Ben & Jerry's ice cream brands, said revenue for the quarter was 12.4 billion euros ($14.01 billion), compared with EUR12.6 billion the previous year.

Underlying sales, which strip out the impact of foreign-exchange movements, grew 3.1%. Underlying sales in emerging markets rose 5%.

The Anglo-Dutch company said it expects underlying sales growth to be in the lower half of its 3% to 5% multiyear guidance range. However, it continues to expect an improvement in underlying operating margin as well as strong free cash flow.

The company raised its quarterly dividend by 6% to EUR0.4104 per share, it said.

Alan Jope, chief executive of Unilever, said: "We have delivered a solid start that keeps ups on track for our full-year expectations. Growth was led by emerging markets and was balanced between volume and price."



Write to Anthony Shevlin at [e-mail]; @anthony_shevlin



(END) Dow Jones Newswires

April 18, 2019 02:30 ET (06:30 GMT)

[essentialinvestor] 17/4/2019 13:50

Update tomorrow, can ULVR break out of a 2 year trading range?.

[marksp2011] 01/4/2019 11:31

I am out now after a fashion. Finished selling my ULVR and have invested in FGT.

Nout against ULVR but I had too much stock specific risk

[essentialinvestor] 06/3/2019 22:04

As I mentioned it earlier.

[essentialinvestor] 06/3/2019 17:12

Mark, funnily enough I had a look last night and reached the very
same conclusion.

[mozy123] 06/3/2019 16:52

Well you can always sell Unilever and go and buy premier foods, or pz cussons.

Quality costs and Unilever oooozes quality.

Not buying Unilever 20 years ago was a mistake. Not buying it 3 years ago was also. might as well own it today regardless of the overvalued debate.

It will never trade for a 10 multiple and allow retail investors to pick up shares.

[marksp2011] 06/3/2019 16:51

EI

Look at Krafts brands..............very 1950s
ULVR could do with less debt. But who sees interest rates rising any time soon?

I am still selling out - it is going to Lindsell Train Global Equity

[essentialinvestor] 06/3/2019 15:39

Unless there is something left field, I don't see Unilever under £30,
find it difficult to see it under about £34.

Then again when KHC was $98, would anyone on the planet have seen it close to $30.
Unilever a far higher quality business, and more diversified geographically/product wise than Kraft Heinz.

[mayzerg] 06/3/2019 14:24

Hey, thanks for your thoughts and for reading!

The only buys I'm adding to on a monthly basis at the moment are British American Tobacco, even a cheap 10x FCF would put it on £40.80 a share. The other being Imperial Brands, the tobacco sector across the UK/USA is incredibly cheap right now.

Another positive today is that Scott Gottlieb from the FDA has announced his resignation, and he was very anti-tobacco with the proposed e-cigarette and menthol bans.

Thanks again.

[marksp2011] 06/3/2019 13:52

EI
That is reasonable analysis
You can value by a number of metrics - I think ULVR carries a premium on the fact it is has a strong EM footprint and it has recognised the cardboard food issue that Kraft managed to cling on to.

I think they are fairly valued. not cheap somewhere in the 40-42 range. Lots of execution risk in there

[essentialinvestor] 06/3/2019 13:41

Well good luck with the 26.50 buy price ;.

I try to add some on bad days, as with last week, and sell a few if
the market gets a bit excitable. However, if there was ever a buy and hold
forever share, Unilever may be that company, just IMV.

[mayzerg] 06/3/2019 13:29

Latest article on Unilever:

[essentialinvestor] 02/3/2019 14:26

Just a fancy way to describe a styling product, a bit like putty in texture,
as opposed to a gel type.

Boogies casual hair clay - to give the Unilever product it's full title.

[patientcapital] 02/3/2019 14:13

What on Earth is hair clay?