ULVR - Unilever

[DividendDragon]

Seems to be cheap at the moment compared to a few months ago.

trading at 17.73 P/E in comparison to P&G which is around 22

3.6% yiled compared to P&G at 3%

What's everyone's thoughts on this?
Anyone have information about historical increases

Thanks
Lewys

[rapidacid]

Looks real nice. I'd take 3.8% yield on a $125B company all day.

[Dividend Watcher]

Lewys, there are two resources you ought to become familiar with:

1.) The Champions, Challengers & Contenders list (also called the CCC list) at http://dripinvesting.org/. Look under Info/Tools/Forms. You can either download a spreadsheet or a pdf. It has lots of statistics there. UL/UN isn't there because in the U.S. the dividend payment fluctuates with the exchange rate. You might look through the entire site, there's good info there.

2.) The other is http://www.longrundata.com. You can enter tickers there both for total return and dividend statistics and does include some foreign securities.

That being said, Unilever is another slow grower but is a major player in consumer staples. They are facing currency headwinds and also slowing emerging market sales due their economies. Yield is high, dividend is safe (especially in the local currency) and it might make a nice core position to your portfolio. Do some more research.

[DividendDragon]

I will do DividendWatcher

Was just trying to get a general feel for the stock first

---

Rapid

What site did you get that info from?

[Roadmap2Retire]

DW is spot on. That was the glaring statement from Unilever's financial report last quarter/year. While the dividends are safe, the company has been facing a lot of currency conversion rate headwinds and growth has been slow. They have been looking to penetrate the frontier markets (Africa, parts of S.America) to drive their sales.
However, I am not completely negative about it and I am contemplating a starter position in it. If anyone can get their breakthrough in frontier markets, its the consumer staples like UL & PG.

[rapidacid]

Lewys,

Stockrover.com

I highly, highly recommend it, especially for DGI

[DividendDragon]

Joined stock rover and it's an immense help!

Can't seem to find a UK stock equivalent though !

Maybe we should have a UK thread and a recruitment drive :p

[Dividend Watcher]

(10-18-2014, 09:42 AM)Lewys120 Wrote: Can't seem to find a UK stock equivalent though !

Maybe we should have a UK thread and a recruitment drive :p

Which is exactly why I'm hesitant to give suggestions sometimes. You've already said you don't get the brokerage account deals we have here in the U.S. hence higher trading costs. Sometimes I also worry that buying on the London exchange doesn't produce the same results as here such as P/E or yield.

Aside from that, I still think ULVR/UL is still a slow, steady grower with above average yield here. I see their stuff everywhere I look when out shopping and have a lot in my house.