Unilever Share Discussion Threads

[spoole5] 18/6/2021 15:40

Good day to be buying back stock

[big7ime] 16/6/2021 13:02

£115bn so in today’s value £44, (less shrs today) a new one would have to be min 55

[spoole5] 16/6/2021 12:46

The offer was 40

[big7ime] 16/6/2021 12:45

Ulvr shrs outperform index over long term and divi increases yr after yr.
I’d say these look good value in their int’l peer group

[shieldbug] 16/6/2021 12:40

Porsche - why are you not taking your superior investing skills to the S&P like you keep saying you will? I mean why bother with this British rubbish?

[porsche1945] 16/6/2021 12:01

@ Big

@54 I think, Warren Buffet/Kraft? I think another offer would be pitched at same level because ( most ) shareholders would pull their hands off for that offer now, ULVR should be a lot higher than where it is, is underperforming and Reckitt even worse with its huge write-offs, last CEO was cxxp and Jope is worse, a lot worse, Ulvr has to be worth more in pieces…,lets hope.

[4spiel] 16/6/2021 10:16

Bear trap?

[spoole5] 16/6/2021 10:01

Think it was 40

[big7ime] 15/6/2021 23:21

What the last bid price? Was it 55. I think the next will be £60-£65.

[chiefbrody] 15/6/2021 14:15

On that basis i guess we're looking at new highs for this year soon then.

[ballychan] 15/6/2021 14:13

The buy backs look to be helping the share price I think they've purchased half a billion pounds worth so far and have a limit of 1.5billion, so still some way to go.

[porsche1945] 15/6/2021 13:02

Wonder whether something is happening......another poorly managed ftse 100 company attracting third party interest maybe....a la Paul Singer (elliott) at gsk and Drahi at hopeless BT, Cervian with dire Aviva.....the whole index ripe for taking apart.

[big7ime] 15/6/2021 10:37

Nice chart, good divi
Sp Undervalues the brands imo, at this price a takeover candidate from the US
Wouldn’t surprise if a new bid came in this yr.

[bluemango] 13/6/2021 13:23

#1350 sounds (assuming you go along with the argument) like the kind of stuff that's said about an area that's due for a recovery.

But I agree that one shouldn't simply chase dividends but instead you should seek likely growth or recovery plays - or reliable earners that have simply become unfashionable and hence undervalued.

[porsche1945] 13/6/2021 12:21

Forget total return basis, the index is where it was dec 1999 its a total dog of the world indexes, the dividend reinvestment return is not a worthwhile calculation, it would depend which companies you had been in, whether you had reinvested (why would you if you wanted income) dividends and you are also forgetting the fact that the worst performing companies keep being dropped from the index (think mks, which had lost two thirds of its value before being dropped form the index) It is CAPITAL DESTRUCTIVE, buying growth always better than chasing dividends, look at what has happened to dividend yields this last 18 months, hsbc BT etc, the shares less than half what they were ten years ago and a zero or 2 pc yield. Check Fundsmith again, it no longer contains ANY U.K. stocks, reckitt long gone, whale wisdom will have most up to date holdings. Why try and put lipstick on a pig?? Sterling down against usd 11 years straight, worse against euro, with UK’s medieval productivity the only thing left is to keep devaluing sterling, foreign investors wont touch U.K. investments becos of the falling currency trend and political basket case factor, next up the index is full of high debt growth-less declining business model cxxp. Why bother? Really? Buy S&P quality growth and QQQ is a great fund, OGIG another ( i made 90 pc return on that last year ) Stop self harming and dump U.K. and buy quality growth.

[grahamite2] 08/6/2021 19:33

Seeking Alpha now fine - it must have been one of those that fell to the worldwide outage.

Unilever: The Forgotten Child Among Dividend Growth Investors
Jun. 02, 2021 9:17 AM ETUnilever PLC (UL)22 Comments
Summary
Consumer staples are a hotbed of dividend growth, and many of the products in your household are made by companies with long dividend growth records.
Unilever is a top-notch consumer staples company but often doesn't get the attention that its competitors do.
Strong brands, a solid dividend yield, and steady growth all come at a reasonable valuation, making Unilever a strong long-term investment.

[luddenden7] 08/6/2021 13:45

Porsche19458 Jun '21 - 13:36 - 1347 of 1347
god the ftse is a dog index, at dec 1999 level

--> you really need to recheck your analysis.

1. The FTSE is +119.7% since December 1999 on a total return basis, or 3.72% on a annual basis.

2. Fundsmith still own UK stocks, including Diageo, InterContinental Hotels, and Reckitt.

[grahamite2] 08/6/2021 11:17

Seeking Alpha isn't working for me. I've tried 2 different browsers.

[spoole5] 02/6/2021 14:42

Rises in the morning, falls in the afternoon. Rinse repeat

[charlie9038] 27/5/2021 17:12

New plant food went down well then!