Unilever Share Discussion Threads

[marksp2011] 26/12/2021 18:20

The point is that ulvr is no longer generating the returns it did.It has been a fantastic stock but it has done nothing since before the Kraft bid and now even the dividend is below inflation.I think it has lost its way. A breakup would reinvograte the parts

[shouldhavesold] 26/12/2021 14:04

Look, you invest in Ulvr for the long term. Getting bitter because you bought the last high or whatever shows a lack of understanding.
I’ve held since the 90s, had over twice my capital invested in divis, current yield on what I paid near 25% and have appreciated capital x5. That’s investment. Being able to sleep at night.
Talking about the likes of Tesla now, come on yore making the same mistake over and over.
Ulvr is a steady eddie, you won’t get rich quick but getting rich is a slow process.
If you want a gamble in overblown valn stocks then expect big losses but why talk about them as if a sensible comparison here?!
Tesla could fall 90% and still be expensive!
Buy an NFT, back a 50/1 horse but don’t compare them here
Kids, Come on

[marksp2011] 26/12/2021 05:47

I lost a serious wad, six figures on stocks in my early days, I now have a strategy and a plan which I stick to like glue. Its wrong to criticise people who have lost money and it isn't a great shock they can be angry about it. The sane ones are angry with themselves.

ULVR should be doing a lot better. The issue is around execution by the management. My view is that it needs to be broken up. It isn't nimble enough and it is a glorified Civil Service that operates for the benefit of the management and the staff not the shareholders.

With 5% inflation and a 3.8% dividend yield, ULVR is destroying wealth - the dividend no longer provides any compensation for holding the stock.

The three year annualised total return on ULVR has been 1.75%
The 3 year annualised total return on VWRL The vanguard World tracker ETF c 16%

Golden Rule No 1. If you can't outperform a global tracker ETF, just hold the tracker and get your life back :).

Golden Rule No 2. Dividends are an illusion. they feel good but they are really a distribution of your own capital. VWRL pays a small divi but,
You could have made a 10% cash withdrawal each year by top slicing and STILL have significantly out performed ULVR.

As it stands, this is a pants investment but it still has a very high ROCE, strong cash flows and excellent interest cover. It could be great.

I hold ULVR from 3999. tempted back in after selling out a couple of years ago. Certainly a mistake in the short term but I am hopeful PE will step in and put it out of its misery splitting US/Europe from EM ..... just like Kraft/Mondolez

[glavey] 24/12/2021 06:49

Oh dear. As he's been singing from the same hymn sheet for years, that would suggest he's not one for swallowing his own medicine.

[big7ime] 23/12/2021 13:30

Sounds fragile, maybe he should go see a doctor

[mister md] 23/12/2021 12:28

Yes some of his rant is valid, though as interest rates rise and the froth comes of the over-valued US equities, we may find the high-dividend UK stocks start to do relatively well, including the banks. Boring is fine by me, mostly content raking in the 5-6% dividends and re-investing them, with the occasional day trade for a bit of excitement.

[riskonricky] 23/12/2021 11:25

This Porsche guy is kind of right when looking in the rear view mirror. Interest rates have been low for ages. But UL's time to shine is when credit is hard to come by. Any squeeze period where small profitable companies have short-term cash flow issues, but can't go to the bank for a loan, UL could be there to buy them at a low earnings multiple. That should have happened with the last covid crash, but cheap government loans kept the lights on and kicked the can along the road for a few more years. When it starts raining gold again, I hope UL has the buckets ready.

[wad collector] 23/12/2021 11:11

No, you are mistaken, he is a prophet, you are really missing something. But possibly wrong about the medication.

[montyhedge] 23/12/2021 10:26

You're are filtered so don't know or care what your saying, but I bet it a rant about how good you are.You're living in your own little fantasy world, keep taking the medication you will be ok.

[montyhedge] 22/12/2021 15:42

Yes but not so much, going by the last lockdown, working from home in your pyjamas, don't wash their hair so much etc.

[contrarian joe] 22/12/2021 15:10

Put simply it's been a shocking underperformance of the region of 30% to a basket of consumer staple stocks,jobs position must be under serious pressure.

[mister md] 22/12/2021 14:20

montyhedge- don't people eat, drink, brush teeth or clean the house during a lockdown ?

[spoole5] 22/12/2021 14:05

Surely management's time up soon here

[montyhedge] 22/12/2021 10:02

If another lock down in the New Year I suppose like last time their products not used so much.

[spoole5] 21/12/2021 16:12

Doing what it usually does when the market rises!

[acsatix] 21/12/2021 14:47

Can shareholders do something about the políticas use of the company ? hxxps://www.jns.org/exclusive-illinois-poised-to-divest-from-unilever-amid-continued-ben-jerrys-boycott-fallout/

[shieldbug] 21/12/2021 14:36

Strange thing to post? - I was commenting on the previous post "Kraft Heinz now trading at just 12x earnings Dividend yield 5%" - my point being that Unilever is perhaps less likely to go to 12x earnings as it has better growth potential.

[marksp2011] 21/12/2021 09:12

Shieldbug

That is a bit of a strange thing to post.

Of course Kraft is US focused that is because they span out Mondelez which was the non US businesses

Mondolez is the math for Unilever