Unilever Share Discussion Threads

[jeffcranbounre] 20/1/2015 18:08

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[redips2] 07/4/2014 09:58

managed to nab some in the 23.50's and 24.07----bit lucky, lth for me now .

[ygor706] 07/4/2014 09:44

Was looking at the future earnings analysis for my portfolio yesterday and the one thing that caught my eye was the firming of ULR's 2014 consensus numbers. It's still not great in absolute terms but a lot better than it was a few months ago. Should start to reflect in the share price

[capercaillie] 28/3/2014 20:20

Nice recovery over last few days.

[scottishfield] 25/3/2014 13:59

hi doe808, thanks. I too have been going (quite) a bit to cash lately, & swapping some of my high (potential) growth shares for high yielders. Holding (in no particular order) BEZ, JIL, NNR,GVC. Looking @ GLIF. Best of luck.

[doe808] 25/3/2014 13:13

Scottishfield - no problem

Currently holding PHP, ULVR, BP., and BKG in that portfolio at the moment. Also have a lot in cash, since I sold out of VOD and RSL about 2/3 months back- and havent reinvested yet.

Going to spend a bit of the weekend doing some resarch on where these sums are going.

Hope this helps. Obviously let me know of anything you favour, divi wise.


d

[scottishfield] 25/3/2014 11:26

doe808. may I ask which other dividend shares you like?

[essentialinvestor] 20/3/2014 10:38

Around £21.50 would not surprise me, just IMV only.

[essentialinvestor] 26/2/2014 14:43

Long term hold, would not disagree with that - short term view only.

[doe808] 26/2/2014 13:07

Essential - you maybe correct. Not followed this long enought to comment on anything that would add weight.

Personally happy holding at this level (in my 5 year+ dividend portfolio), but would look to add on weakness.

[essentialinvestor] 26/2/2014 09:32

A potential short opportunity here before the Q1 IMS, IMV.

[essentialinvestor] 14/2/2014 10:39

PG lowered guidance this week, Nestle yesterday saying they may miss '14 targets.

Big run up in £ again this week, will ULVR need to lower guidance again?.

[elmfield] 05/2/2014 18:58

Lindsell train still buying, or not?

[champ1] 05/2/2014 18:51

buy at £20.00

[dafrog] 05/2/2014 16:16

It's been going down for two weeks though.

[doe808] 05/2/2014 13:14

Gone XD today- according to my notes, dafrog

[dafrog] 05/2/2014 12:10

Suppose it has to stop falling when it reaches zero. Can't find any reason for it.

[essentialinvestor] 28/1/2014 08:17

Emerging market growth was a main factor driving the share price until recently,
now we have EM currencies battered by a new wave of selling which may provide
strong headwinds imv.

Will £24 a share hold?.

[essentialinvestor] 27/1/2014 16:07

Interesting thoughts bb, markets ugly today clearly.

[bigbertie] 27/1/2014 15:51

Essential (post 167) because I post only the Friday night closing prices my graphs show long-term trends. I highlight golden cross and dead cross situations based on 10 and 40 week moving averages, and find these are often good recommendations. But not always....I'm having a look through my graphs to see if I can better quantify the situations in which they are unreliable.

For ULVR the last perfect signal was a golden cross on Friday 22nd June 2012. The price rose from there (2,093p) to a plateau at around 2,750p in Spring 2013, although nervous investors might have chickened out at a small plateau around 2,250p. In Sept 2013 there was almost a dead cross (share price 2,457p) but not quite (the 40 week ma rose 2p in the week) so I would hesitate to say it was confirming a downtrend but the graph has been falling a bit which was why I said it was "gloomy".

This is one of the problems with golden and dead crosses - they confirm the start of some trends but don't give the best moment to quit! The graph doesn't look like it's going to give another clear signal for a while but I'm holding off because of the concerns I listed in 167. Cheers

[essentialinvestor] 27/1/2014 14:16

With many emerging market currencies being sold off heavily from late last week,
this may be a major headwind following this new wave of EM currency weakness.

[nil pd] 22/1/2014 16:51

I think it all looks good. The immediate and longer term market challenges are being robustly addressed. I'm certain ULVR is well aware of its competitors and will hardly sit idly by watching P&G or others take market share.

I'm focusing on the yield, which on back of envelope calculations, using yesterday's close, I estimate at 3.65%. IMO, don't underestimate ULVR as an engine. There is plenty of room to go to 3.25% ish (say 2675 to 2725) or higher. Also, the market is going up and ULVR won't get left behind.

Dividend increase 2012 over 2011 was 1.65%

Dividend increase 2013 over 2012 was 15.4%

Very loyal, but I am genuinely impressed with the results. I don't think I have anything to add.

[essentialinvestor] 21/1/2014 18:51

big, do your price graphs suggest a price target? TIA.



The underlying EPS is up 3%, ignore the headline figure which includes disposals as
you correctly reference.

[bigbertie] 21/1/2014 18:34

hmmm, I think these results are not too bad but I think the outlook for the share price is poor.... why? well
(1) pre tax profit is up but would have been down if you eliminate gains on disposals (I think that's right, I'll check)
(2) the price is historically high relative to earnings and only sustainable if there is a strong growth story, whereas there are doubts over emerging markets' economies
(3) emerging markets will not be a pushover - some will get protectionist and some will get competitive. China will probably go on growing but they will soon start making soap and hairspray
(4) P&G has been a bit quiet for a few years, but with a change of CEO they will be hitting back hard
(5) my graph of weekly prices (usually a good predictor of long term trends, subject to a few caveats) is looking gloomy
Just my worries - not a recommendation - good luck to all