Unilever shares

Thrugelmir

StellaN said:

MPN said:

Sue58 said:

MPN said:

Sue58 said:

I’m a long term investor in Unilever and believe it is a good long term hold. The company is very forward thinking and the current share price in my opinion is very attractive, I have added at £14.00 and think this is a good buy. Only time will tell ...

I also hold Unilever and have added some new shares on Friday at a similar price. I also added to my GSK holding as the current share price in my opinion is good value even though they will be reducing the dividend next year.

Sorry for the confusion on the share price. I actually have shares in AZN so let’s see what their results are next week!

No problem we all make mistakes. ULVR, AZN and GSK all seem to be on a downward spiral at the moment but this can obviously change quite quickly.

ULVR and AZN in my opinion are high quality companies which should recover from recent share price volatility/drops. Not so sure about GSK at the moment. Long term it is too early to tell with the planned split of the company and the announcement of a dividend cut in 2022 but it will be interesting to see how it goes.

Demand for it's products will recover in time. As is the case with Unilever. While markets maybe bouncing back strongly not easy in the real economy where recovery is going to be gradual process. 

StellaN

Thrugelmir said: 

StellaN said:

MPN said:

Sue58 said:

MPN said:

Sue58 said:

I’m a long term investor in Unilever and believe it is a good long term hold. The company is very forward thinking and the current share price in my opinion is very attractive, I have added at £14.00 and think this is a good buy. Only time will tell ...

I also hold Unilever and have added some new shares on Friday at a similar price. I also added to my GSK holding as the current share price in my opinion is good value even though they will be reducing the dividend next year.

Sorry for the confusion on the share price. I actually have shares in AZN so let’s see what their results are next week!

No problem we all make mistakes. ULVR, AZN and GSK all seem to be on a downward spiral at the moment but this can obviously change quite quickly.

ULVR and AZN in my opinion are high quality companies which should recover from recent share price volatility/drops. Not so sure about GSK at the moment. Long term it is too early to tell with the planned split of the company and the announcement of a dividend cut in 2022 but it will be interesting to see how it goes.

Demand for it's products will recover in time. As is the case with Unilever. While markets maybe bouncing back strongly not easy in the real economy where recovery is going to be gradual process. 

My point was ULVR and AZN products should recover in time. However, in my opinion the jury’s out with GSK.

moneysavinghero

Thrugelmir said:

Shows that Covid is hitting even the better well run companies. If people aren't eating out. Then there's reduced demand for product. Unilever is simply a reflection of wider woes that many companies will be reporting when announcing their annual results. There's been a pretty wide news void over the past 10 months with requirements on companies suspended. 

Unilever are a mostly consumer goods company. Not sure many eating out establishments serve up Pot Noodles and the like. So if people are not eating out then in theory they should be eating in instead, which should result in an increase in sales for Unilever.

So if Unilever results are disappointing then maybe the issues are wider than Covid

Thrugelmir

moneysavinghero said:

Thrugelmir said:

Shows that Covid is hitting even the better well run companies. If people aren't eating out. Then there's reduced demand for product. Unilever is simply a reflection of wider woes that many companies will be reporting when announcing their annual results. There's been a pretty wide news void over the past 10 months with requirements on companies suspended. 

Unilever are a mostly consumer goods company. Not sure many eating out establishments serve up Pot Noodles and the like. So if people are not eating out then in theory they should be eating in instead, which should result in an increase in sales for Unilever.

So if Unilever results are disappointing then maybe the issues are wider than Covid

Unilever supplies a lot of product to the off trade. Ice cream in particular. 

Unilever operates a division called Unilever Food Solutions. To quote Unilever themselves. 

Unilever Food Solutions aims to be the leading global provider of culinary and commercial inspiration to chefs. We provide products, expertise and ideas that help chefs find the inspiration they need to satisfy their guests every day.

Consumer spend is down. 

moneysavinghero

Thrugelmir said:

moneysavinghero said:

Thrugelmir said:

Shows that Covid is hitting even the better well run companies. If people aren't eating out. Then there's reduced demand for product. Unilever is simply a reflection of wider woes that many companies will be reporting when announcing their annual results. There's been a pretty wide news void over the past 10 months with requirements on companies suspended. 

Unilever are a mostly consumer goods company. Not sure many eating out establishments serve up Pot Noodles and the like. So if people are not eating out then in theory they should be eating in instead, which should result in an increase in sales for Unilever.

So if Unilever results are disappointing then maybe the issues are wider than Covid

Unilever supplies a lot of product to the off trade. Ice cream in particular. 

Unilever operates a division called Unilever Food Solutions. To quote Unilever themselves. 

Unilever Food Solutions aims to be the leading global provider of culinary and commercial inspiration to chefs. We provide products, expertise and ideas that help chefs find the inspiration they need to satisfy their guests every day.

Consumer spend is down. 

As i said, mostly. The consumer side is still the main side of their business. Take a look at Unilever Food Solutions - they are basically just flogging Pot Noodles and other consumer brands but in bulk catering packs, so not going to be a massive market. Don't fall for the marketing blurrb.

Thrugelmir

moneysavinghero said:

Thrugelmir said:

moneysavinghero said:

Thrugelmir said:

Shows that Covid is hitting even the better well run companies. If people aren't eating out. Then there's reduced demand for product. Unilever is simply a reflection of wider woes that many companies will be reporting when announcing their annual results. There's been a pretty wide news void over the past 10 months with requirements on companies suspended. 

Unilever are a mostly consumer goods company. Not sure many eating out establishments serve up Pot Noodles and the like. So if people are not eating out then in theory they should be eating in instead, which should result in an increase in sales for Unilever.

So if Unilever results are disappointing then maybe the issues are wider than Covid

Unilever supplies a lot of product to the off trade. Ice cream in particular. 

Unilever operates a division called Unilever Food Solutions. To quote Unilever themselves. 

Unilever Food Solutions aims to be the leading global provider of culinary and commercial inspiration to chefs. We provide products, expertise and ideas that help chefs find the inspiration they need to satisfy their guests every day.

Consumer spend is down. 

As i said, mostly. The consumer side is still the main side of their business. Take a look at Unilever Food Solutions - they are basically just flogging Pot Noodles and other consumer brands but in bulk catering packs, so not going to be a massive market. Don't fall for the marketing blurrb.

I read company announcements for factual news. 

moneysavinghero

Thrugelmir said:

moneysavinghero said:

Thrugelmir said:

moneysavinghero said:

Thrugelmir said:

Shows that Covid is hitting even the better well run companies. If people aren't eating out. Then there's reduced demand for product. Unilever is simply a reflection of wider woes that many companies will be reporting when announcing their annual results. There's been a pretty wide news void over the past 10 months with requirements on companies suspended. 

Unilever are a mostly consumer goods company. Not sure many eating out establishments serve up Pot Noodles and the like. So if people are not eating out then in theory they should be eating in instead, which should result in an increase in sales for Unilever.

So if Unilever results are disappointing then maybe the issues are wider than Covid

Unilever supplies a lot of product to the off trade. Ice cream in particular. 

Unilever operates a division called Unilever Food Solutions. To quote Unilever themselves. 

Unilever Food Solutions aims to be the leading global provider of culinary and commercial inspiration to chefs. We provide products, expertise and ideas that help chefs find the inspiration they need to satisfy their guests every day.

Consumer spend is down. 

As i said, mostly. The consumer side is still the main side of their business. Take a look at Unilever Food Solutions - they are basically just flogging Pot Noodles and other consumer brands but in bulk catering packs, so not going to be a massive market. Don't fall for the marketing blurrb.

I read company announcements for factual news. 

Then you will know that the Food Solutions side of the business is a small part of it.

Prism

I imagine one of the issues may be down to lack of ability to display their products. Shopping in person with rows of packaged Magnums and Ben & Jerrys feels quite different than when you search for ice cream on Ocado. All that product placement bonus is gone too. There are no rating systems on shop shelves to put a customer off but a 2* on pot noodle next to other similar product would give me pause... Bombay Bad Boy excepted of course.

MPN

StellaN said:

MPN said:

Sue58 said:

MPN said:

Sue58 said:

I’m a long term investor in Unilever and believe it is a good long term hold. The company is very forward thinking and the current share price in my opinion is very attractive, I have added at £14.00 and think this is a good buy. Only time will tell ...

I also hold Unilever and have added some new shares on Friday at a similar price. I also added to my GSK holding as the current share price in my opinion is good value even though they will be reducing the dividend next year.

Sorry for the confusion on the share price. I actually have shares in AZN so let’s see what their results are next week!

No problem we all make mistakes. ULVR, AZN and GSK all seem to be on a downward spiral at the moment but this can obviously change quite quickly.

ULVR and AZN in my opinion are high quality companies which should recover from recent share price volatility/drops. Not so sure about GSK at the moment. Long term it is too early to tell with the planned split of the company and the announcement of a dividend cut in 2022 but it will be interesting to see how it goes.

Yes indeed, I suppose it could go either way with GSK. The P/E ratio at 11/1 is good and they are investing in new drugs/vaccines so its a hold for me. 

maxsteam

It has dropped over 10% in the last couple of weeks from about 4400 to 3980.

It's not an unusual swing. It went up about 10% in the first half of November 2020.