50% off Premium Yearly

NYSE:UL
(A Top Pick Sep 12/19, Up 5%) Global consumer staples and defensive. Has long owned this. They're growing their personal care division, which offers high margins, and accounts for 40% of revenues. Dove, Lux and Tresemme are some of their brands. 60% of their revenues are free emerging markets, which she expects to grow long term. Near term, developed markets will remain strong because of pantry loading and customers gravitate to well-known brands. UL were able to leap from 2 to 60 factories making hand sanitizer. A consistent dividend grower.
Same thing as applies to Nestle. You are getting a brilliantly run company but you are paying a very high price in the market. They are just on the watch list in case they come back down to earth.