Unilever shares

Sally57

I bought into UVLR at quite a high share price of approx £48.00 so I may have to be very patient for it to pull back to this price! However, fortunately I don’t need to touch this particular pot of money so it’s a long term hold for me.

MaxiRobriguez

I hold both ULVR and GSK and happy to keep holding both. 

Together they make up about 6% of my overall portfolio, and individually they are my 2nd and 4th biggest stocks in my S+S ISA.

Alexland

Sally57 said:

I bought into UVLR at quite a high share price of approx £48.00 so I may have to be very patient for it to pull back to this price! However, fortunately I don’t need to touch this particular pot of money so it’s a long term hold for me.

Don't worry too much about the price you paid it doesn't matter anymore. You now own a good company with trusted brands that, with ongoing product development and marketing effort, consumers should still be buying for decades into the future. If a multi sector portfolio of good companies like ULVR doesn't generate you acceptable long term returns then god help us as the world has gone crazy and we don't want to be part of it anymore. Even within a passive index tracker these are core companies that generate the long term returns.

Sue58

MaxiRobriguez said:

I hold both ULVR and GSK and happy to keep holding both. 

Together they make up about 6% of my overall portfolio, and individually they are my 2nd and 4th biggest stocks in my S+S ISA.

Would you mind me asking what are your 1st and 3rd biggest stocks in your S&S ISA?

StellaN

Sally57 said:

I bought into UVLR at quite a high share price of approx £48.00 so I may have to be very patient for it to pull back to this price! However, fortunately I don’t need to touch this particular pot of money so it’s a long term hold for me.

I agree with Alexland don’t fret about the price you paid at £48.00. I believe ULVR’s year high price is around £49.50 so you didn’t quite buy at the very top. Also bear in mind that many fund/share prices are constantly at market high levels. Therefore, as an example  if you invest via regular contributions in a tracker fund then you will sometimes pay the highest prices but you will also benefit in the dips. In your case with your ULVR holding you will benefit from the quarterly dividend payments of around 3.5 to 4% which should soften the blow of the original price you paid...

Malone2020

Very interesting discussion. Unilever has been on my watch list for a while now. The price seems attractive enough to me but the question is, as others point out, trying to see beyond the immediate pandemic context to the medium amd long term. The dividend payment appeals to me and to be honest if I buy it'll likely be on a long term buy and hold just like I did with Diageo, National Grid etc

Sally57

Alexland said:

Sally57 said:

I bought into UVLR at quite a high share price of approx £48.00 so I may have to be very patient for it to pull back to this price! However, fortunately I don’t need to touch this particular pot of money so it’s a long term hold for me.

Don't worry too much about the price you paid it doesn't matter anymore. You now own a good company with trusted brands that, with ongoing product development and marketing effort, consumers should still be buying for decades into the future. If a multi sector portfolio of good companies like ULVR doesn't generate you acceptable long term returns then god help us as the world has gone crazy and we don't want to be part of it anymore. Even within a passive index tracker these are core companies that generate the long term returns.

Thanks Alex (and StellaN), as I mentioned although it is a long term holding, I suppose it was just a surprise to see it drop about £10 so quickly. I am aware it could drop much further in a market crash but apart from their disappointing 4th quarter results there is not really any explanation for such a drop. At least there is the quarterly dividend payments to compound/reinvest.

coastline

At a guess sales have been flat in the last few years and forecasts are similar up to 2022. Looking at a chart Sept 2019 was the high in the region of 5250. Maybe the market has decided to look elsewhere until growth resumes at a higher rate ? P/E ratio of 20 might be up with events ? Who knows. ? Dividend increases have been maintained. As a global share annualised performance of 14% has outpaced the main world index over decades. On my watchlist but as ever you've got to get in sometime. 
Chart Tool | Trustnet
Unilever PLC Ord 3 1/9P (Stock Code: ULVR) Fundamentals | Share price fundamentals | LSE Equities | Trustnet
UNILEVER PLC : Financial Data Forecasts Estimates and Expectations | ULVR | GB00B10RZP78 | MarketScreener
Unilever (ULVR) | The Share Centre
Unilever PLC to focus on growth in US, India, China (proactiveinvestors.co.uk)

Alexland

Good article in AJ Bell Shares Magazine - an "expensive defensive"?

https://www.sharesmagazine.co.uk/article/best-buying-opportunity-for-unilever-shares-in-11-months

MaxiRobriguez

Sue58 said:

MaxiRobriguez said:

I hold both ULVR and GSK and happy to keep holding both. 

Together they make up about 6% of my overall portfolio, and individually they are my 2nd and 4th biggest stocks in my S+S ISA.

Would you mind me asking what are your 1st and 3rd biggest stocks in your S&S ISA?

Not at all.

#1 is Boohoo, #3 is MnG.