Unilever Stock is A Buy For Diversified Dividend Portfolios (new management)
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- Опубликовано: 12 май 2024
- Unilever Stock is a buy for diversified dividend portfolios. Unilever stock analysis / good cash flows, some growth, even if just from inflation, exposure to Asia / Unilever stock fairly priced.
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It’s about time they got new management. They are a great company. They have a lot of great products
Hi Sven. Would appreciate your view on Roche stock. Upwards trend with volatility (currently down) and steadily rising dividend. Looks like another opportunity for a diversified portfolio.
don't really do pharma!
Thanks for the Video Sven. Think a Mc Donalds at this Level is a bettet buy. Also PE around 20, a lot of growth in EM Marktes ahead, Great Brand and properties
First time on your channel, great topic
Welcome aboard!
Would've been a much better buy a month ago. But, alas!
Another great video. Sven, I would like to know your take on Chubb insurance, by Mr Buffet 🤔
my take on insurance: ruclips.net/video/EMhoCEYSa6o/видео.html
First they do not have the Brandquality of p&g where loyality is part of the brand. Toothbrush, shaving etc.
The margin will not raise that much in my opinion.
2. When they sell low margin products its not a double of earnings from the current levels but from future "after-its-sold" levels.
thanks for sharing
The problem with buying beaten down value stocks like tyson food or any other stock you like, they can stagnate, stay around for months, meanwhile blue chips keep climbing unless its bear market, this is the reason for having low return. 20% Annum wold be good return
There is something wrong in the investing wiorld today :-))))
hello sven carlin sir , I am from south 'india\ you are talk about stocks analysis very clearly and meaning full sir ,very interested with me i am also watching your vedios before many years you talk about some fundamentals strong stocks sir ''reply me '' you are reply for me i am so happy?
Thanks and welcome
Great video!
Sven could you pleae make video about coal companies? Are they finished because of the renewable energy trend?
Or are coal mining companies still profitable due to demands from countries like India and China?
lol, no. Nobody buying coal companies in China and India.
Hey Sven, do you think the sale of the Icecream division will help improving profitability? Thanks for your content, big fan of the channel 💪🏻
Ciao!
always the same story" let's try to make it look better" - but you can shuffle as much as you want, the music is likely going to be the same.
46.5 my target price!
Gbp?
UL (nyse) -> usd!
I’d love to see Reckitt Beckinser vs Unilever comparison video
That would be interesting!
In my opinion, Reckitt is a clear buy; Unilever seems to appear a bit expensive.
ALSN looks good with roughly 12% estimated return
thanks for sharing
Seven can you do a video on Papa John’s ticker symbol PAPA. Trading close to 52 low week.
thanks for suggesting!
Do Ulta Beauty next
thanks for suggesting!
The reason why the stock popped recently is the news of the spin-off of the Ice Cream division. The new management took that decision because the want to exit the food business in the GPL-1 new world (Terry Smith is a GPL-1 fan given his stake in Novo Nordisk). Even if will be the a right choice, it makes harder to predict futures cash flow of the whole company in my opinion.
what is gpl-1?
@@zenastronomy That magic drug that makes you lose weight by eating less. That made Novo Nordisk and Eli Lilly Stocks go to the moon and it's scaring some part of the food sector.
thanks for sharing!
What is a GPL-1? Google gives literally no definition of this. Posting comments that virtually no one understands seems a bit pointless.
@@zenastronomy The new drugs by Novo Nordisk and Eli Lilly interact GPL-1 hormone. These drugs make people lose weight by eating less. The new GPL World is World in which these drugs will be sold to more and more people. These people will eat less, so Unilever's management took the decision to sell the food business.
We can't forget they are separating from their ice cream business, so let's see how this is managed, if it's a spinoff and you get shares of the new company, this may be valuable... or not...
Hey Sven, I've been following you videos for a long time and I currently invested in BABA shares since your China Investing Video. Can you please share how you allocate capital when you have more than 1 good buying opportunity in your portfolio? I'm a long term investor and I have missed out on major moves like META at 180$/share because of this...
Many thanks
You cant win everywhere!
how %5 increase in margins make 2x in earnings ?
500 basis points increase in operating margins would mean a double in net margins, which is net income. from 16 to 21 operating would increase from 5 to 10 net profit margins - deduct 1% for taxes ok.
Isnt 9% just what me a diversified etf would bring? Why buy one stock for 9% pa when having an etf with thousands of stocks for 9%…
that's why he said he didn't buy it
diversified ETF are at 5% at best now, for the very long term!
Not for me, this will take eons for a 50/50 chance to expand and grow. Thanks Sven
thanks for sharing!
🗽 The Unilever stock for me seems currently to be a bit expensive. 🤔 Maybe if it goes down by 10% ??
.
This stock moves between 45 and 60. Its yield is just 3.5%. lol, no point in buying this stock.
@@TheBoobanIt's described as a good dividend stock. Not to expect huge returns.
@@johnristheanswer but it’s not even that. Besides, a good divided stock should 2x in 5 years. Just buy it when it’s down. This isn’t down.
@@TheBooban Double in 5 years ! I guess you are new to this.
@@johnristheanswer About 10 years. And you? Don't believe the advice on the interwebs.
Nestlé or Unilever?
Why not both?
I don't know Sivan about this company. I hope the new management will turn it into a growth company. But as it is, it is a stable cash cow. As an investor, I see as one of the bright points the dividend yield. But the company has no dividend growth. If the dividend is not growing, at least as fast as inflation, you are actually losing money (especially if you can't count on the growth of the business and earnings.)
that is how it is!
An idiot can drive company sooner or later. Does not mean it is a bad company? Defensive like waste management ...idk. I do not trust them. Personal choice.
thanks for sharing!
I sold, they sold brands for peanuts and acquired other brands for ridiculous values. Debt is only increasing. Hard pass for me, i rather voo/schd/vhyl at that point
yes, that is about it!
Then iam the good thinker than you hahaha just joke
:-)))