What are peoples thoughts Unilever right now? I hold it and its a long term hold. Its pretty flat compared to year ago but with lows around 3700p and highs around 4900p. I feel at current 4300-4400 level its a decent buy especially if you of the mindset growth stocks like tech etc could take a hit or go sideways over next year. I feel downside is about 4-5% and upside within next 12 months about 15% growth (reaching around 4900-5000p) plus 3%+ dividend.
Any warning signs other than the obviously lockdowns etc, Unilever products are just so essential that they still do well and will push on even more in reopening.
Although it has been sideways this year I agree with your estimates moving forward - They have great exposure in Emerging Markets which will give them a wide moat compared to most of their competititors in the space, they also have huge brand loyalty in these regions too.
I personally consider them a stable & defensive option to hold my âCash Moneyâ in. I would much rather the 3%+ dividend income and the risk the stock goes up or down a little over pathetic interest rates from the banks.
I will be adding to my position in the weeks to come if it continues to slide
Been watching Unilever for a bit still not convinced.
Instead went for Legal and General - shown better growth and has a dividend of more than double at 6.34%
personally really like Unilever at the current price but keep in mind that with Dutch elections coming up in a couple of months the outcome could really influence the share price. This big risk is due to the proposed exit tax of $13 billion on Unilver, and if the party that proposed it makes it into government this could mean very very bad news for Unilever. This has been the main reason the stock has been so depressed since the unification.
On a side note, I really like how theyâre expanding the Vegetarian butcher and other more growing parts of their portfolio. Personally think itâs quite a risky stock (which you wouldnât expect from an established company in their space) but imo the stock has good potential for future growth due to EM exposure (as long as the exit tax doesnât happen).
personally wouldnât compare Unilever to Legal and General as theyâre in completely different sectors (albeit that both are established companies). Would compare it to Henkel, Nestle, Procter and Gamble, Colgate Palmolive, Heinz etc.
Good point that merger tax had slipped my mind recently, but yes I had factored that in as its a long term hold so will happily buy more if it takes a dive, it may be priced in as you say but if big news on it comes out we could see a (relatively) big move for unilever down which I would gobble up if on sale compared to rest of market.
I am also holding ULVR, I have no intention of selling it at least in the mid-term but I am also reluctant to buy more⌠so it is a definite hold for me.
I didnât really like this one, and all of there products are retail and retail not open at the moment in the U.K⌠made me sell this. But Iâm new so may have made the wrong choice.
Donât really want to turn this thread political so Iâll try to be as neutral as possible.
According to the most recent poll, I could find (n = 1045 so a decent sample but nothing to make any financial decisions on), it seems like it the Dutch political situation has improved from Unileverâs perspective. But anything can happen.
I recently sold Unilever, consumer defensives were too low risk for me but held it for a while before that. Itâs fine if you want a relatively stable investment.
its important to remember not to diversify just for the sake of it either. you donât need to hold something in every field, just across multiple that you are knowledgeable in.
I think ULVR is one that has just been ignored recently with lots of other shiny tech stocks. IF the market crashes/corrects in comings months I think ULVR and similar will help balance out a portfolio. If you start to zoom out on ULVR for 5 years + it has great upward trend, I see this as a down part of a still growing uptrend.
