Unilever PLC News and Headlines -

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Texas-based firm releases quarterly portfolio

Yacktman Asset Management (Trades, Portfolio), an investment firm based in Austin, Texas, disclosed this week that its top four buys during the fourth quarter of 2020 were in Charles Schwab Corp. (SCHW), Tyson Foods Inc. (TSN), Ingredion Inc. (INGR) and Unilever PLC (UL).

Led by Stephen Yacktman, the firm seeks long-term capital appreciation by investing in companies with at least one of three key criteria: good business, shareholder-oriented management and low purchase price. Yacktman looks for growth companies with good value.

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As of December 2020, Yacktman's $8.09 billion equity portfolio contains 61

581 Views    James Li    2021-02-02 19:25
The stock has fallen 1.44%

Shares of Procter & Gamble Co. (PG) are down more than 6% since Jan. 6. The household and personal products manufacturer reported fiscal second-quarter 2021 earnings results that surpassed expectations before the opening bell on Wednesday.

The company's stock failed to move in tandem with the positive quarterly performance, instead edging 1.44% lower. Procter & Gamble has gained nearly 35% in market value since bottoming on March 23. However, it is now up just over 4% over the last 12 months.

The company is now valued at about 25.18 in regard to

136 Views    Nicholas Kitonyi    2021-01-20 20:36
Guru stock highlight

With a broad portfolio of consumer goods including such prod-ucts as Dove soap and Ben & Jerry's ice cream, Unilever (LSE:ULVR) held up relatively well during the pandemic-related selloff earlier in the year and has continued to prove agile in its response to shifting consumer demand. During the quarter, the Anglo -Dutch company announced plans to consolidate its legal structure into a single entity headquartered in London, a move that should simplify its business operations.

From [url=https://www.gurufocus.com/StockBuy.php?GuruName=First+Eagle+Investment]First Eagle Investment[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=First+Eagle+Investment]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=First+Eagle+Investment]Portfolio[/url])'s Global Income Builder Fund third-quarter 2020 commentary.

30 Views    Sydnee Gatewood    2020-10-26 19:19
Discussion of markets and holdings

Market Overview

It would be easy to look at some data from the third quarter and mistake it for a period of blithe recovery. Covid-19 fatalities moderated in the US, while business confidence returned. Long-dated inflation expectations approached the Federal Reserve's benchmark near 2%. The MSCI World Index gained close to 8%, while high yield bond spreads tightened by approximately 100 basis points. Under the surface, however, the situation was more complex.

One such complexity was the profound bifurcation in equity markets, perhaps best illustrated by the performance gap between the NYSE FANG+ Index and the MSCI World Value Index.

96 Views    Sydnee Gatewood    2020-10-26 18:56
Walmart tops the list

According to the GuruFocus All-In-One Screener, a Premium feature, the following defensive stocks were trading with low price-sales ratios as of Sept. 28.

Walmart

Shares of Walmart Inc. (WMT) were trading around $136.70 with a price-sales ratio of 0.72 and a price-earnings ratio of 21.80.

The U.S.-based retailer has a $387.37 billion market cap. The share price has risen at an annualized rate of 11.15% over the past decade.

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The discounted cash flow calculator gives the stock a fair value of $67.10, suggesting it is overpriced by 103%.

The company's largest guru shareholder

93 Views    Tiziano Frateschi    2020-09-28 18:18
Their dividend yields top the S&P 500 index

The following companies may be of interest to dividend investors, as their stocks are offering higher dividend yields than the S&P 500 index. The S&P 500's dividend yields 1.75% as of Tuesday, Sept. 15.

Furthermore, Wall Street has issued positive ratings for these stocks, which indicates that their share prices are expected to continue to perform well over the months ahead.

NiSource Inc

The first company that beats the S&P 500 index is NiSource Inc (NI), a Merrillville, Indiana-based regulated distributor of natural gas and electricity in the United States.

Based on Tuesday's closing price of $22.11 per share,

57 Views    Alberto Abaterusso    2020-09-16 16:21
Similar to Warren Buffett's economic moat, the British asset manage's thesis continues to consistently outperform

The "economic advantage" investment process was initially developed by Liontrust to search for businesses with a collection of distinctive characteristics that competitors struggle to match. The British specialist fund management company has seen quite a lot of success so far, as the funds managed based on this thesis have all outperformed their respective benchmarks, including the highly-rated Liontrust UK Growth, Smaller Companies and Micro Cap funds.

The team at Liontrust thinks that all types of economic advantages stem from intangible assets. It regards the following three as being the most difficult advantages for competitors to replicate.

1. Intellectual property

Many

547 Views    Steven Chen    2020-08-10 15:08
Company's stock is up more than 6% after earnings and revenue beat

Shares of household and personal products company Church & Dwight Co. Inc. (CHD) gained more than 6% on Friday following the announcement of its most recent quarterly results.

The The New Jersey-based household products manufacturer's stock is now trading at a new historical high of $95.71, which is just a few dollars off the current highest analyst forecast of $98 per share. This rally has also pushed its valuation metrics well above the industry average. This could trigger a momentary pullback in Dwight & Church’s share price.

Highlights from recent quarter

99 Views    Nicholas Kitonyi    2020-07-31 20:39
Firm's largest sales of the 1st quarter

Tom Gayner (Trades, Portfolio)’s Markel Gayner Asset Management Corp. sold shares of the following stocks during the first quarter of 2020.

UnitedHealth Group

The guru closed the UnitedHealth Group Inc. (UNH) position. The portfolio was impacted by -2.44%.

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The American health insurance provider has a market cap of $269.55 billion and an enterprise value of $296.71 billion

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 24.8% and return on assets of 7.95% are outperforming 57% of companies in the healthcare

96 Views    Tiziano Frateschi    2020-05-05 16:42
Financial, healthcare and consumer names from Singapore, Thailand and Indonesia

When it comes to stock picking, we always favor defense over offense, even in the most rapidly-growing regions across the globe. GDP across the Southeast Asia region is expected to increase at mid-single-digit CAGRs for the foreseeable future. Underlying drivers include an expanding middle-class, increasing trading intra-region and externally (e.g., with China), a booming Internet economy and urbanization.

In this article, we share three picks of quality businesses that have built a competitively advantageous position in their respective domains, and that may benefit from the economic development in the region.

Singapore Exchange

Singapore-based Singapore Exchange Limited (SGX:S68) is Asia’s leading

548 Views    Steven Chen    2020-03-13 15:31
Updates on the firm's portfolio for the quarter, including the sale of its 4th-largest holding

Tweedy Browne (Trades, Portfolio) Co. LLC recently disclosed its portfolio updates for the fourth quarter of 2019.

The firm was established in 1920 by Forest Birchard Tweedy as a dealer in closely held and inactively traded securities. Over its 100-year history, it has evolved into an investing company that seeks long-term capital growth in companies around the globe. Its Benjamin Graham-style value investing approach focuses on undervalued securities that have strong growth potential, above-average dividend yields and an established dividend history.

Based on the above

193 Views    Margaret Moran    2020-02-26 20:00
Big brand, small company, global reach, simple business and wide moat

California-based WD-40 (WDFC) manufactures household and multi-use products, including its namesake brand, which contributes to over 85% of its total sales.

The iconic WD-40 Multi-Use (nearly 80% of fiscal 2019 revenue) had been the company’s sole product for more than four decades. WD-40 stands for “Water Displacement perfected on the 40th try” and has become a truly household name in the U.S. For the latest twenty-some years, the business evolved and expanded its offerings through both research and development activities and the acquisition of several brands worldwide, based on the core concept of “creating positive lasting memories.”

With approximately 500

603 Views    Steven Chen    2020-02-24 17:10
Less competition means higher return potential and more growth opportunities

The fast-moving consumer goods (referred to as “FMCG”) business is one of our favorite investable domains, as it produces small-ticket, everyday-use and nondurable items, the sales of which are repeatable, predictable and even non-cyclical in most cases.

You may find that this particular group has the most well-recognized, long-lasting brands as well as the most consistently high returns. However, that does not mean less competition (either within the group or from external forces), or a more promising growth prospect for all FMCG players equally. This is the primary reason why we remain highly selective in terms of picking long-term winners

569 Views    Steven Chen    2020-02-14 21:31
Guru stock highlight

Unilever plc (UL)
As Unilever is struggling to find growth opportunities in their developed markets in Europe and North America, their focus has shifted to emerging markets in Southeast Asia and South America. While underlying sales declined slightly in their developed markets, 5.1% growth in their emerging markets helped to boost the company to 2.9% underlying sales growth overall. Unilever CEO, Alan Jope, has worked to enhance their E-commerce capabilities since taking over at the start of 2019. Jope has also encouraged their divisions to work on increasing their local footprint with the 70-20-10 strategy. This attempts

23 Views    Sydnee Gatewood    2020-02-11 20:45
An easy-to-understand business with predictability, a moat and a growth engine

New Jersey-based Church & Dwight (CHD) is a leading U.S. consumer product business founded way back in 1846. The company mainly engages in the manufacturing and marketing of cleaning, hygiene and personal care products, such as baking soda, detergents, shampoos, pregnancy tests, toothbrushes and condoms. It sells its products domestically (82% of fiscal 2018 sales) and internationally (18%).

The main reason that we had Church & Dwight join our "Wonderful Business" universe is its predictability. The company has both an enduring competitive advantage and a consistent secular growth engine.

At Urbem, we appreciate easy-to-understand business models that sell

904 Views    Steven Chen    2020-01-27 16:19
Fund invests in Thermo Fisher, exits Clorox position

The MS Global Franchise Fund (Trades, Portfolio), which is part of Morgan Stanley (MS), released its third-quarter portfolio last week, disclosing it established one new position and exited another.

Managed by a nine-person team, the New York-based fund invests in high-quality companies around the world in order to achieve long-term capital appreciation. It looks for companies that have resilient business franchises and growth potential.

Based on these criteria, the fund opened a position in Thermo Fisher Scientific Inc. (TMO) and closed out of its Clorox Co. (CLX) holding during the quarter.

Thermo Fisher Scientific

The portfolio managers

105 Views    Sydnee Gatewood    2019-12-12 16:39
A moaty play on the SHEconomy and emerging markets

"Our portfolio strategy includes growing existing brands and discovering new high-potential acquisitions that align with our values and offer a long-term outlook for success. To maintain our leadership position, we nurture and preserve each brand’s distinctive identity and purpose. At the same time, we leverage our global distribution, creative resources and operational expertise across all our brands." - Fabrizio Freda, President & CEO of Estee Lauder

New York-based The Estee Lauder Companies Inc. (EL) is one of the world’s leading manufacturers and marketers of quality skincare (44% of fiscal 2019 sales), makeup (39% of 2019 sales), fragrance (12%

282 Views    Steven Chen    2019-12-02 15:36
Citigroup tops the list

According to the GuruFocus All-In-One Screener as of Monday, the following stocks were trading near their 52-week highs while having low price-earnings ratios. The screener identified stocks that deliver a higher value in earnings thanks to the low price paid to buy. These companies also have a good dividend yield.

Citigroup Inc. (C) is trading with a price-earnings ratio of 9.59, which is higher than 69% of companies in the Banks industry. The stock gained 13% over the past 12 months and is now trading 0.69% below its 52-week high.

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The financial services

102 Views    Tiziano Frateschi    2019-10-28 20:05
Novartis, Toyota top the list

According to the GuruFocus All-in-One Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months.

Novartis AG (NVS) has a market cap of $201.233 billion. It has outperformed the S&P 500 by 17.52% over the past year.

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Shares were trading with a price-earnings ratio of 17.81. According to the discounted cash flow calculator, the stock is overpriced by 173% at $86.35. As of Monday, the price was 22.52% above the 52-week low and 7.27% below the 52-week high.

The Swiss pharmaceutical company has a profitability and

101 Views    Tiziano Frateschi    2019-09-23 18:33
Fund's top buys include Microsoft and Lysol parent Reckitt Benckiser

According to current portfolio statistics, the MS Global Franchise Fund (Trades, Portfolio)’s six high-conviction trades with the largest equity portfolio weight as of March 31 are in Reckitt Benckiser Group PLC (LSE:RB), Microsoft Inc. (MSFT), Philip Morris International Inc. (PM), SAP SE (XTER:SAP) and Unilever PLC (LSE:ULVR).

The fund seeks long-term capital appreciation through a distinct, disciplined investment process that selects stocks with financial metrics associated with strong franchise businesses. Such metrics include high returns on invested capital, strong revenues, high gross margins and low capital intensity.

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As of

323 Views    James Li    2019-07-11 22:03

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Why I Am Buying Unilever - GuruFocus.com
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Why I Am Buying Unilever - GuruFocus.com
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