Unilever Share Discussion Threads

[doubleorquits] 07/2/2021 13:22

Ian Cowie's comment today on ULVR:

Then the Marmite-making foods group, Unilever (ULVR), lifted its final dividend by 4 per cent on Thursday but — like it or loathe it — the share price fell 6 per cent on the news.

Steve Clayton, a fund manager at the platform Hargreaves Lansdown, said: “Restructuring will hold back near-term earnings, perhaps explaining the market’s lack of enthusiasm.”

That seems like an over-reaction, leaving this business under-priced, so I bought more ULVR at £40.27, increasing my investment by a third. It’s now my ninth-biggest holding.

[bookbroker] 07/2/2021 13:05

Out of date that article, if you buying BP/Shell now you are on a 6%+ dividend, I’d say that is a good reason to buy, who is to say they will not increase the dividend again with higher oil and gas prices.

[mirandaj] 07/2/2021 12:10

He wrote this in May 2020

[mercury123] 07/2/2021 11:41

Well a nice vote of confidence from Ian Cowie in the Sunday Times increasing his holding by a third. Let's hope he's called this one right. Seems very undervalued at under £40 to me

[bend1pa] 06/2/2021 23:01

'* £39.90, your yield is circa 3.7%'

You're quite correct ES. I was using a site where they stated the sterling figures for divs incorrectly, in euros. Idiots!

www.sharecast.com/equity/Unilever

[high yields] 06/2/2021 14:39

ULVR has become a trading stock. Unfortunately?!

[essentialinvestor] 05/2/2021 19:39

* £39.90, your yield is circa 3.7%, unless you are making some tax
related deduction on your calc. Luck with your holding.

Bought back in yesterday, too soon at a bit under £41.

Very fortunate as had a large recent position in ULVR,
I thought there may be more short term upside in RCP, which I switched
in to and that's had a lovely week.

Got to put that one down to good fortune rather than any judgement.
Did not foresee the Unilever results reaction.

[bend1pa] 05/2/2021 19:23

Just bought my first tranche of ULVR at £39.90. Hopefully if they can get down to £36.00, Í'll buy a lot more. Meanwhile there's a div yield of 3.2% - nothing to write home about, but a lot more than any interest I'd get on any UK savings account.

[essentialinvestor] 05/2/2021 16:57

spoole, that's my point. Where is the margin for error in some of the
these stocks, many already look to have factored in 3 years worth of recovery in advance.

Unless what we are shaping up for boom time economic conditions
where cyclicals earnings trend higher than consensus estimates suggest.

[spoole5] 05/2/2021 16:09

People are looking to stocks that have covid recovery potential, many of these now pay zero dividends and won't for a while as they will need to repair their balance sheets

[pander45] 05/2/2021 16:06

Both badly managed into the depths of share price hell too.....

[daneswooddynamo] 05/2/2021 16:05

Identical forces at play, they are going down so let’s keep selling them. Mind you lots of the consumer defensives are getting whacked

[spoole5] 05/2/2021 16:01

Almost as if ULVR and GSK are the same share. Identical movements

[daneswooddynamo] 05/2/2021 15:37

You’re not having a good week spoole, just like me!

[spoole5] 05/2/2021 15:31

Now below the rejected bid price. Couldn't have made a worse job running the company

[nick100] 05/2/2021 10:33

GOLDMAN SACHS CUTS UNILEVER PRICE TARGET TO 4,900 (5,500) PENCE - 'BUY'

UBS CUTS UNILEVER PRICE TARGET TO 3,700 (4,000) PENCE - 'SELL'

[essentialinvestor] 05/2/2021 10:04

spoole, indeed yes that's very evident.

I'm pretty much continually looking at trade/investment opportunities
and it seem that recovery/cyclicals have pretty much backed in a strong recovery
in many (not all) cases. However that's momentum investing for you.


I'm beginning to dread AZN next week.

[rigsby68] 05/2/2021 09:57

happy to pick some more up around 40 and average down . good long term prospects.

[spoole5] 05/2/2021 09:49

There it is! Inevitable

[jonwig] 05/2/2021 09:34

Yesterday's poor results created a long-term buying opportunity.

The FT's take is very positive:



"The shackles are off."

[spoole5] 05/2/2021 08:46

People are looking for covid recovery plays.

[essentialinvestor] 05/2/2021 08:41

Along similar lines:

[essentialinvestor] 05/2/2021 08:39

You may be right, I've seen a couple of comments looking for sub £40.

Makes me a little nervous holding AZN for next weeks FY, seeing both GSK
and ULVR getting whacked on results.

[spoole5] 05/2/2021 08:32

Sub 40 today