Unilever Share Discussion Threads

[spoole5] 17/11/2021 08:28

Looks like it wants to test 3700 again

[spoole5] 16/11/2021 08:26

Poor management.

[philanderer] 15/11/2021 14:25

'Plantation conditions in spotlight as Unilever tea sale heats up'


.... Second-round bids are due on Tuesday, though Unilever has said it is retaining the option of a partnership or an initial public offering.

[spoole5] 15/11/2021 12:00

Can't be long now before activists arrive to break this underperforming shambles up

[lendmeafiver] 12/11/2021 12:26

Well put Ricky

[riskonricky] 12/11/2021 12:06

This is like saying: I realise it is frustrating to have to work all week. Especially when you could just go to the casino, put it all on black, win, and you would have made more money.

[philanderer] 12/11/2021 00:36

‘Frustrated’ Nick Train's fresh lament on tech-mad market


In monthly commentary, Train lamented the ‘crushingly pedestrian’ returns from the likes of Unilever (ULVR), the consumer giant behind Marmite and Dove, in a month when Tesla shot up 44% to smash through a $1tn market valuation.

‘Intellectually I agree with the view that it is irrational to be encouraged or discouraged by short-term share price movements. In the short-term prices can be driven by random or irrelevant factors that turn out to have little bearing on the long-term value of a company,’ he said.


‘Like most investors, though, I find it hard not to respond emotionally to short term price moves. When our stocks go up, I feel all is right with the world and I applaud the good sense of the buyers. Contrarily, when they fall, I am affronted by the injustice of it all.’

As the fund itself slipped 0.4% in October versus a 1.8% up-tick for the wider UK market, Train said they ‘had to suck up another 2% fall in Unilever’s share price’.

The manager has this year frequently defended ‘archetypal dull plodder Unilever’, which enjoyed a sales boost as consumers stocked up during lockdowns but has since seen the market’s focus pivot to its lack of sustainable growth in recent years.

Shares in the £100bn company are down 8% year to date, said Train, noting that its third quarter results ‘turned out not to be as bad as feared’, although rising input costs and fresh lockdowns in Asia ‘took their toll’.

Speaking to the stock’s attractions, Train referenced that in recent years Unilever had ‘entered into 500 IP-generating partnerships in areas like plant-based proteins and biotechnology for cleaning’, which can sustain long-term growth. On top of that there are ‘some great, some very strong and, yes, some mediocre consumer brands’, as well as a ‘uniquely high exposure to emerging markets’ – with a considerable part of the business’s value in its India-quoted Hindustan Unilever subsidiary.

‘This combination is not in favour currently and understandably so. In a month when Tesla goes up 44% Unilever looks crushingly pedestrian,’ said Train.

‘On the other hand, Unilever’s quarterly dividend was up 4% on last year.’

[pander45] 11/11/2021 17:25

This needs a rocket under it.

[essentialinvestor] 10/11/2021 13:40

SP limper than a used rubber glove ATM, keep thinking we are near a turn.

[grahamite2] 09/11/2021 10:59

Just doubled my holding. I was in at a shocking price before.

[philanderer] 03/11/2021 19:28

xd in the morning for the 35.98p dividend

[grahamite2] 03/11/2021 14:15

Another way of looking at high yield is low share price - they are different sides of the same coin. And if a share price is strangely low, often there is a good reason for it. I speak as someone who has been caught out on high yield stocks more than once!

[wall street trader] 03/11/2021 07:06

That's a good strategy but personally think 20/30 companies would be less risky I do a similar thing but have to admit with the markets so high am over 50% in cash right now

[mew199] 01/11/2021 10:21

NG. gives a decent yield :)

[dsct] 31/10/2021 19:24

Hello ADVFN'ers

Having recently started investing in High Yield shares for a SIPP, this company is one of the investments.

The surprise (to me) was the annual income amount from these, which will be re-invested - into the same / similar.

So far, invested equally in these 10 companies - Hopefully fairly high yield and also diverse:
DEC DLG EVR IMB LGEN MNG POLY PSN RIO VOD

Investing yields (monthly) from these into ULVR and GSK to build up to the same percentage stake in all 12 holdings.

Rump holdings from before this strategy are : AJB, GRG, PTEC and SHOE - These may be sold to supplement her HY strategy.

Main reasons for posting - apologies for the repeated post on the boards of these main holdings.

1) I read these individual company boards, and would like to thank posters for their insights, thoughts and news.

2) Does this make sense ? - Are there any major problems regarding this scenario ?

3) With a 5-6 figure portfolio, is this putting too many eggs in one basket ? 10-12 shares.

4) Any HY shares missing, not in sectors covered ? - Would prefer not to diverge into non UK companies, unless there's a valid reason.

5) Is there a HY ADVFN thread that may be useful to read ? I used to enjoy The Fool HYP board, and do read quite a lot of investment HY articles.

6) Usually investing in smaller, more speculative companies, I find these large company accounts much more difficult to read/analyse, so leaving it to the yield aspect (mainly).

7) I am also starting to put together a 'fun' yield portfolio, from which I aim to obtain a daily dividend, but that's an entirely different subject ! lol

Thank you all, for your interesting and valuable posts, and for any suggestions I can research.

[essentialinvestor] 29/10/2021 12:13

The founders of Ben and Jerry's are Jewish, never gets a mention.

[purplepelmets] 29/10/2021 06:44

Jope you are a disgrace. Resign immediately, we need a proper boss.


New York pension fund joins exit from Unilever over Israel restrictions
UnileverUnilever
News

By Ross Kerber


Oct 28 - New York's $268 billion state pension
fund on Thursday became the latest to restrict its holdings in
Unilever Plc ULVR.L in response to sales limits imposed by the
company's Ben & Jerry's ice cream brand in the Israeli-occupied
Palestinian territories.


In a statement sent by a spokesman, New York State
Comptroller Thomas DiNapoli said a review found the company and
its subsidiary "engaged in BDS activities," referring to the
"Boycott Divestment Sanctions" movement that seeks to isolate
Israel over its treatment of the Palestinians.


The New York State Common Retirement Fund had Unilever
shares valued at $103.6 million as of Sept. 30, according to the
statement. With $268.3 billion in total assets on June 30, the
fund is the third-largest U.S. public pension fund.


Pension officials in other states including New Jersey,
Arizona and Florida have also moved to sell shares in Unilever
or restricted the purchase of new stock for similar
reasons.

[essentialinvestor] 27/10/2021 11:41

P&G aggressively divested brands, partly as a result of pressure from Nelson Peltz
and it created huge value.

P&G stock has doubled in 5 years.

Unilever does not have the same scale on this, but still have a shedload
of smaller brands which may be better divested.

[spoole5] 25/10/2021 16:38

Will need pressure from outside

[yump] 25/10/2021 12:42

"Activist investor"

Wow, a philanthropist !

Not at all an asset stripper or corporate raider.

[kelso29] 25/10/2021 12:37

Just read a BBC article where Unilever say that the cost of palm oil has gone up due to a shortage of labour in Indonesia. This is Complete rubbish, there is ample labour in Indonesia, however there may well be a shortage of labour willing to earn poverty wages! Unilever try to come across as an ethical company, what hypocrites!

[philanderer] 25/10/2021 11:35

Added a few this morning.