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NYSE:UL

Unilever PLC (UL)

58.38
-0.03 (0.04%)
as of Jun 18, 2026, 7:59:58 pm Market Open.
109 watching
0
BUY
Global consumer staples play. Where a lot of growth opportunity comes from. He likes it a lot. More secular and more global than a lot. Give the 3-4% yield without the volatility. Prefers to buy the ADR rather than the direct stock.
HOLD
Most of the consumer staples companies are experiencing rising costs, which is an overhang on the sector. New management has been streamlining and investing for volume growth and it is working. Input costs are going up and it is a competitive market. Likes their positioning on the global market with more coming from emerging markets. Trades at a discount to its global peers.
BUY
Has been hit a little because of their acquisition of Alberta Culver but latest quarterly earnings showed revenue and margin improvement for the first time in a few quarters. Largest consumer product company in India. The acquisition gives them more sustainability from a products standpoint.
TOP PICK
Many main brand names in consumer products. 50% of sales are to emerging markets. Trades at a discount because it traded with lower margins in the past but expects margins and volume t increase. 4% yield.
BUY
Great and one of the larger food processing global companies. Good defensive characteristics. 4.2% dividend.
TOP PICK
Global consumer products. Likes their emerging market exposure, which provides 50% of their revenues with about 4% from China.
TOP PICK
50% of sales are to emerging markets. We are going to see increasing consumption of consumer goods. Biggest risk is not executing and input pricing really increasing.
TOP PICK
Has the highest emerging market exposure of all consumer products companies. New management team to refocus on its core brand and management is now focusing on top line volume growth. Dividend yield of about 3.5%.
HOLD
Likes this one and will keep it.
BUY
Last quarter was a surprise with earnings that beat estimates, so the cost cutting program is starting to pay off,
DON'T BUY
This is the 3rd company in the personal care product business. #1 is Proctor and Gamble (PG-N) and #2 is Colgate Palmolive (CL-N). This one is the “also ran” all the time. It seems to be a value trap in that it always has something go wrong.
DON'T BUY
Management has been making a lot of promises to the investment community for a long time about improving their margins. Seems to be too fragmented. Prefers Nestles.
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