Keyword results: Unilever

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Stuff going on at FTSE 100 giants Unilever and Glaxo!

I honestly do learn something about the markets every day. I am not a Unilever (ULVR) shareholder but Domestos, Lipton, Hellmann’s and Magnum are far from disastrous brands. The attempt to buy the GlaxoSmithKline (GSK) consumer business a few months ago failed miserably though and has helped dump the Unilever share price about 18% over the last year at the close yesterday. But why is the stock up 6% today?

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RKT
RKT
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Reckitt remains a core FTSE-100 share position for me

Last October I observed that Reckitt Benckiser (RKT‘without working hard offers the scope for a £60-70 share price plus picking up a dividend’. In short a holding in the ‘home to the world’s best loved and trusted hygiene, health and nutrition brands’ group theoretically for FY22 is probably over ten times more interesting than government bonds or money in the bank. How many times a month do you – or someone in your household – use Finish, Dettol, Air Wick, Nurofen, Vanish, Harpic, Calgon or Durex products? My guess is more than once. So what about the shares today post the group’s full year numbers publication?

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PZC
PZC
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PZ Cussons is still a bad day buy

It has been another busy week and – despite the fact it is half term holiday time for some – it will be another  hectic seven days for a bunch of corporate news, macroeconomic matters and geopolitical discussions.  If you want a quiet life in the investment world then wait for Christmas.  One stock that reported over the last week but which I have not had an opportunity yet to comment on is PZ Cusson (PZC) which ‘builds brands to serve consumers better with Hygiene, Baby and Beauty at our core’ in brands such as Carex, St. Tropez, Cussons Baby, Sanctuary Spa, Morning Fresh (depending on which part of the world you live in). 

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RIO
RIO
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Investors should not worry like this, Can the home of "Crystal Methodist" really be so sanctimonious about a sex scandal?

It was a busy last week and it is going to be a busy next week too.  Such is this time of the year.  It’s all good fun.  Particularly entertaining – no doubt – will be the conference calls after full year updates from GlaxoSmithKline (GSK) and Unilever (ULVR).  Sensibly the former is splitting up its business, whilst the latter really should be considering it a bit more.  It will be enjoyable to listen to and react to (after all I own a bunch of shares in GlaxoSmithKline).  But today I wanted to talk about Rio Tinto (RIO)…

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Waiting for February and March re. Unilever, Go-Ahead and “Danny” De La Rue

I guess you are (finally) excited today if you are a Unilever (ULVR) shareholder. I almost bored myself talking about the company (again!) last week but, given the news that Nelson Peltz’s activist fund has bought a stake, Unilever has gone from being the (potential) hunter to being the (potential) hunted.

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GSK
GSK

Marmite King Versus the Panadol Prince. There Could Be Money to be Made here, Gang

Hello Share Shovers. You’ll either love this possible takeover – or hate it. The owner of Marmite is rumoured to very much want to snaffle the giant consumer arm of GlaxoSmithKline (GSK). And Unilever (ULVR) actually made a £50 billion approach. This was turned down as being too low. As an owner of GSK shares, I agree that it wasn’t an enticing proposition and I expect a bigger one to come.

Bearcast
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Tom Winnifrith Bearcast: Unilever's new Emperor's ESG Clothes and TW ramping gold and deramping bitcoin bollocks

I start with the suggestion that I am ramping gold and de-ramping Bitcoin. I discuss this nonsense although I am vaguely flattered that anybody thinks me so omnipotent. Then onto Unilever (ULVR). Finally a related discussion on the wretched Sunday Times coverage of the laughable Black Pound Report.  I refer to the LadBible piece HERE

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GSK
GSK
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Still loving GlaxoSmithKline as Unilever bid emerges

I was already excited about the upcoming week, predominately because a bunch of interesting companies are giving us an update on Monday, Tuesday, Wednesday, Thursday, and Friday.  So maybe an existing holding does well or maybe I get an opportunity to consider a new angle.  One stock I am going to be watching closely on Monday morning is GlaxoSmithKline (GSK) as I read that ‘Unilever(ULVR) makes £50 billion bid for GSK’s consumer business’. 

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Bearcast
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Tom Winnifrith Bearcast: No I am not buying Red Rock or Open Orphan tomorrow or any Ben & Jerry's ice cream

I start on the issue of PLCs with unpaid bills from lockdown. There will be some catch-ups and icebergs ahead. Cineworld (CINE) is a case study. Then the stock I am buying tomorrow. It is NOT Open Orphan (ORPH) or Red Rock Resources (RRR) as some of you think and I discuss both. Then to Ben & Jerry’s and its hatred of the Jewish state. I am tempted to buy a share in Unilever (ULVR) to go to its next AGM.

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Busy last week in the investment world...but an even busier one to come!

If you are a big follower of the global investment markets, then it has been a busy last couple of weeks.  Such is the nature of the timing of the quarterly earnings season in the US or Europe.  UK listed stocks on average tend to report a little bit less frequently, although as many companies are now global players there are more and more detailed quarterly updates nowadays.  Even with my typical larger cap focus, expect some fascinating disclosures from well-known UK listed names over the next five days in a bunch of different sectors.  It is all good fun from my perspective. 

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VRS
VRS
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BREAKING: The great Versarien disinformation & share price ramp of 2017 exposed

How did Versarien (VRS) get its shares, now c40p, from 10p up to 79.5p in 2017, eneabling 4 bailout placings and offering a platform for boardroom share dumping.  As history show that was a grossly inflated valuation. Thanks to Winnileaks I can reveal how. 

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RB
RB
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Condoms are strong for Reckitt Benckiser

Back in October here I wrote positively about the health and hygiene giant Reckitt Benckiser (RB.), noting that an £80+ share price target was not crazy. Back then the shares were just over £70 each but today they are about sixty quid. So what has gone on and has the story changed or not?

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PZC
PZC
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I would buy PZ Cussons: if it falls back enough again

After being a fool who bought some Rolls-Royce (RR) stock a year and change ago and then again when it raised money at a significant discount in the early Autumn to make sure it would survive, I will write a longer piece about its full-year numbers in March when the reality about making and looking after plane engines will be a little more straightforward.  Instead, today it is time to revisit my old pal PZ Cussons (PZC) which I last wrote up here in September when the shares were about 210p. 

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Go woke go broke - photo article from Wales: Ben & Jerry's

Okay, this is only one store in a medium sized Welsh village. The one I live in. Perhaps, unbeknown to me, absolutely all of my fellow villagers spend their nights re-reading the works of Ayn Rand, brushing up on Austrian economics or on the greatest 100 quotes of Ronald Reagan and we are somehow atypical. My instincts are that this is not an unusually enlightened place. And thus in light of my article earlier in the week on #BoycottBenandJerrys and the woke hypocrisy of Unilever (ULVR) I bring you a photo from the village store.

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Go woke Go Broke – Ben and Jerry’s, Unilever, Priti Patel, and the stench of hypocrisy

Yesterday, I noted how the woke revolution sweeping listed companies was making the 1% richer at the expense of we plebs who just own shares. But big corporate is not only alienating shareholders with such antics but, in many cases, its customers too. Nowhere is the stench of this virtue signalling more apparent than at Ben and Jerry’s. But this saga is far worse.

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Even if you panic-bought PG Tips & Domestos recently…Unilever shares are still borrrrrrrrrring

I have not been a fan of consumer staples behemoth Unilever (ULVR) for a long time, most recently in December noting 'still a sell...and wake me up at/around 40 quid a share'. Funnily enough, a quid or so below this mooted share price level was the price at which Unilever shares bottomed at a month or so ago. Anyhow I’ve been thinking about the company today following the publication of its first quarter initiatives...

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Newsboy
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I do stocks speed dating #1

Too much to write about and too little time at the moment – it is always this way during the peak weeks of the global corporate earnings season. So time for some stocks speed dating…

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In shares and life what matters is how you react

The next couple of weeks or so is peak earnings season for people such as myself who busy themselves with looking for opportunities across global equity markets.  Whilst many UK corporate names issue only a couple of meaty earnings updates a year, the average American, European or Asian company has a quarterly earnings cycle.  Thanks to the passage of time, I am less than two years away from racking up my one hundredth quarterly reporting period in what passes for my professional life and - during the last twenty three odd years - I have learnt that the key is how you react to numbers and not to focus on what they might say or even nominally if they have 'beaten' or 'missed'. 

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This Great British Giant Holds Its Own, but Much Bigger Profits Seem Uncertain

Merry Christmas Share Smirkers, but I’m not really overjoyed at the prospects of the massive household goods supplier Unilever (ULVR). The company is truly huge and should withstand any big shocks, but sales are not rocketing...

Newsboy
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Unilever unsurprisingly stumbles...and three names I would take the 'Boris bounce' profits in today

I have not been a fan of consumer staples giant Unilever (ULVR) for a while, including noting a month ago that 'there is better value in other parts of the market'. Well too right judging by today's trading update…

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Unilever's Chair tells you where value/opportunity is...

There are a lot of numbers out today but the regulatory disclosure that struck me the most was the comment from consumer staple behemoth Unilever (ULVR) that 'Marijn Dekkers has decided to step down as Chairman of the Board with immediate effect. Nils Andersen, Non-Executive Director, has been appointed by the Board to succeed Marijn as Chairman of Unilever'. Now at face value this appears rather boring but let us dig a little bit deeper…

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GVC
GVC
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More profit warnings...but don't go all defensive

I am not the biggest fans of the large accountancy and consultancy companies but it was quite striking that a new report from EY observed that there 'were more profit warnings from listed companies in the first nine months of 2019 than in any year since 2008'.  And you guessed it - as one of the deadwood press notes - 'the report cites concerns over the economy and delays or cancellations of contracts as the two main causes for companies to miss their forecasts. Brexit was highlighted as the reason for 22% of profit warnings in the three months to September — up from 10% in the first quarter'. 

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This Famous Brand-Owner May Not Be Spurred by Christmas Spending, but Neither should its Shares Fall in January

Hello, Share Rascals. For a change, let me steer away from my topical suggestions on which shares to buy and sell in the run-up to Christmas. Because there are still big companies which are not really affected by any Yule rush to buy. One of them is Unilever (ULVR).

Unilever - buy a Magnum, not the shares

Back in the dim and distant past, when the issue of the prevailing weather and the stock market came up the stock that would be uppermost in the minds of institutional fund managers was that consumer behemoth Unilever (ULVR) and its significant - and volatile - ice cream division. Unilever still does ice creams (Carte D'Or, Cornetto, Magnum, Solero, Twister, Choc Ice, Super Split, Fat Frog, Feast, Brunch, Viennetta...take your pick) and no doubt it is coining it in today on the hottest day of the year so far, but that is not as influential as it used to be.

Price-Vs-Value

Yield munchers look away now - three FTSE-100 behemoths that are not cheap

If I mention the names Vodafone (VOD), Royal Dutch Shell (RDSB) and Unilever (ULVR) to you, what is your first reaction? Stalwarts of the FTSE-100? Dividend-heavy behemoths that will never let you down? Holdings in my company pension fund? You could also add three names that reported earlier today and collectively add up to a very decent chunk of the UK's leading index.

BST
BST

Big Sofa - cracking AGM statement: BUY GREEDILY at up to 25p

Big Sofa's (BST) AGM went smoothly enough but the market seems to have overlooked the statement from chairman Nicholas Mustoe. It really is very exciting indeed. Mustoe stated:

Bearcast

Tom Winnifrith Bearcast - Today's Unacceptable face of Capitalism

I expect shares in Cloudtag (CTAG) to resume trading on Monday and then to tank. I explain why. I look at the issue of portfolio allocation something too many folks ignore at their peril. Then I look at executive pay at RBS, Unilever *(ULVR) and elsewhere. I wonder if Theresa May means it about looking after ordinary working people. Surely RBS is an easy test for her. As a capitalist I find blue chip executive greed distasteful and worrying.

The Unilever Kraft Marriage is Off - but for How Long?

Hello Share Trouncers. We’ve already discussed the likelihood of take-overs of big British firms now that we have a low pound following the Brexit vote. An example is Unilever (ULVR) and Kraft Heinz. So now let’s look at the Unilever situation more closely.

'Slowly And Surely They Make Plans Against Us' - and We Could Make Dosh Out of It.

Hello Share Takers. You’ve probably noticed that there has been a shortage of good take-over stories recently. This might put you off your guard. You might decide it is not worth holding onto a share which has long been in the rumour mill, just  because this sort of deal is becoming as rare as budgie teeth.

Bearcast

Tom Winnifrith Bearcast: Bring out the piano wire for the AIM awards tonight & are you boycotting marmite?

I start with the bust up over marmite and other matters between Tesco (TSCO) and Unilever (ULVR). Naturally the democracy denying liberal establishment bastards at the BBC blame Brexit for sterling's slide and this - I explained here why this was wrong. I explain what this battle is really about. I then look at DiamondCorp (DCP), Iofina (IOF), Goldstone Resources (GRL) and Magnolia Petroleum (MAGP). I end with a look at the AIM awards. I get really angry at this point and when the anarcho capitalist revolution arrives the 2,500 crony capitalists spending £750,000 of YOUR cash tonight merit a meeting with piano wire. 

SWL
SWL

Swallowfield - The Unilever of the Future?

Shares in Swallowfield have bounced more than 5% today after a positive trading update which suggests that profitability will be “towards the upper end of expectations”. This looks like another high-quality AIM stock which doesn't get the attention it deserves.

Tom

Get the latest ebook by Tom Winnifrith and Robert Sutherland Smith, 71 Years in the City, 71 Tricks of the Share Trade

Get the latest ebook by Tom Winnifrith and Robert Sutherland Smith, 71 Years in the City, 71 Tricks of the Share Trade - it is set to be published next week but you can get one of 300 free copies on pre order now. Together Robert Sutherland Smith and Tom Winnifrith have now been working in finance for 71 years - the last ten or so together. Tom wishes to stress that RSS accounts for most of that, the great value investor starting his City career at the Unilever Pension Fund the year before Tom was born. In this book they outline 71 tricks of the trade for making money from shares.

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