Unilever PLC (UL)

Has been a very disappointing performer over the last year because of worries about growth in emerging markets. One of the best plays on rising consumer income. Management has done a really good job in making assets work harder. This is a pause “that refreshes” and once it gets through $40 again, you’ll make your profits. This is a long-term hold and it will be substantially higher in 5 years time.

A great company, but has done nothing for years. He prefers getting his branded product companies in the US and Canada. He watches this, but it is not cheap enough for him to buy.

Outside of North America this is still a strong brand for household products. Heavily exposed to places like Indonesia, Philippines, India, etc. that have huge populations. Raised their dividend consecutively for a long period of time. Very good balance sheet. Has been hurt because emerging markets currencies have sort of rolled back on themselves. If you have patience for this company, use a DRIP and continue to accumulate while it is cheap and you will be well rewarded.

There were a lot of expectations about growth in China coming to this company, which didn’t materialize as well as expected. Have pulled out of some of their Chinese assets. Not expensive, so this is a chance to Buy. Have some great brands that will be able to grow globally over the next little while. They’ve looked at all of their brands and got rid of non-core holdings, which is really important for them.

Has lagged the overall market. Emerging-market demand on an absolute basis is stronger than the developed market demands. Feels overall demand is going to be stronger than developed markets. Have over 55% in emerging markets. This is a time when you buy names like this. 3.65% dividend yield.

One of the world’s great consumer product companies. Would like to own this, but he needs to get in when companies are selling at very cheap prices. Not widely expensive, but too expensive for him. A good stock to get emerging market exposure to. Would like a better entry point.

(Top Pick Dec 11/12, Up 7.90%) CEO says emerging markets will likely be challenged for the next couple of years. 55% of sales come from emerging markets.

Large food company, one of the largest. Sort of like the Procter & Gamble of Europe. This company has a global footprint, so it does have participation in the growth markets of Asia.

(Market Call Minute) Tough couple of markets in emerging markets.

Primarily 57% of sales come from frontier and emerging markets. Great play on the emerging market middle class. Up about 15% over the last year. Decent dividend yield at about 3%-3.5%. However, emerging-market sales were not as strong as had been hoped, so the market price sold off by about 5%-10% in the last few weeks. As people get wealthier, they want small affordable pleasures such as toothpaste, etc.

Stock has recently started to sell off. All companies in the staple business are probably going to start to sell off as the economy recovers, because people will start to see there is no longer a need for defence. This company did really, really well on the back of emerging markets growth but weaker emerging market currencies have affected them. Wait a couple of years until growth stocks have moved to the next level and when staples will come back.

A core position. It focuses on the growth of consumers in the emerging markets. They are in an ideal position to capitalize on it. 3.5% dividend, expected to increase next report. Great long term hold.

Prefers energizer. Valuations are not as cheap as Energizer. Everyone should own a branded company.

(A Top Pick Oct 1/12. Up 10.76%.) 55% of its sales are into emerging markets. It is probably the most exposed of the major consumer product companies. Still likes.

Has a very big emerging markets portfolio. Dividend should be safe. The selloff largely has to do with the selloff of emerging markets and expectation that growth is going to slow. This is a longer-term Buy & Hold story, so if you buy it now, you are buying it cheaper than you would earlier in the year.