Unilever PLC (UL)

55% of revenues are from emerging markets. A large global player in food and personal care. Management is very good at improving operating efficiencies and getting products to market quicker. Yield of 3.63%.

This is a good business. Basically in 2 divisions. 1) A packaged food division and 2) a household/personal care division. From a volume standpoint, in the categories they participate in, they tend to outgrow the industry. They’ll likely grow their top line by 5%-6% per year over the next few years. Shares are up significantly in the last few months but he feels this is due to their emerging markets exposure.

55% of revenues come from developing and emerging markets. Have been restructuring their portfolio on personal care acquisitions, which give higher margins. Sold off some non-core food brands in the last month. Yield of 3.53% and consistently increases their dividend. Attractive entry point.

Doing very well in emerging markets but had a little bit of pushback recently, because of a slowdown in demand. They are still getting traction in Europe as well as the US. Very good brands. Dividends have been rising roughly at 10% a year.

One of the world’s greatest consumer products companies. It is a little too expensive for him. Have done an amazing job in emerging markets. Great brands. Solid, rising dividend.

Excellent company. The trend is your friend. They have the size and the ability to grow their business and buy weaker competitors. Continues to build leverage on the trend that they have of servicing an aging consumer base. 3.5% dividend yield. $43-$48 in 12 months.

(A Top Pick May 8/12. Up 31.49%.) Loves the emerging-market 67% exposure. Growing middle class want to buy strong branded products. Any savings they made through infrastructure was reinvested into the business.

Stock hasn’t done a lot but dividend growth has been okay. He is concerned of exposure to Europe. Prefers others.

Very big in emerging markets, which have tremendous growth potential. Given its existing brand names and the potential for increasing its market share in emerging markets, it’s a very attractive investment.

Great exposure to emerging markets. Sales of $60 billion. New CEO has been concentrating on the major brands and made about $5 billion in acquisitions in 2010. 3% yield. Trading at about 16-17 times PE. Great play on the emerging-market middle class.

He exited their positions recently because of concerns over the euro. Pays a solid dividend and the dividend is safe. This will be a boring, defensive holding that should just churn along with possible marginal dividend increases.

54% of sales from emerging markets. Dove, Helmans, Radox. A wide range of consumer products. 3.2% yield. New CEO has done an excellent job.

About 30% of the revenues are in Europe, 40% in the US and the rest are worldwide. Largest consumer products company in Europe. This is a better way to get into growth of emerging markets rather than doing it directly into a country, especially through an ETF, which may have overweightings of some of the largest companies.

(A Top Pick Sept 14/11. Up 19.09%.)

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