The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Best bought when falls out of bed and dumped on the rally but what’s it really worth. After all Nestle ok. Risen a lot since it had a nice divi 12.50 - 17.00. With rising % rates that ought to be 5% maybe a fair value is if the SP was close where it yields about that. Until clear direction of where the company can grow to justify a premium? No Opinion/weak hold
Remember this theory:
Be greedy when others are fearful
Be fearful when others are greedy.
Do not sell when they go down, as investors will just grab cheaper shares like I
Drip feeding is key and that’s how I have very well in 19-20 yrs
Gla
This is the most boring share in FTSE100
No idea what CEO is doing or how on hell he still have a job
Cash sitting aside losing value doing nothing
Share price not moved for a year
The whole thing is complete shambles
I only used this as a safe platform and earn divi while diceding on my next move or when market goes down.
And I always pull out my money and invested somewhere else.
Otherwise total waste of time this company is
They should sack the CEO sooner the better
GLA
I accumulated from 2003 with 1076 at £12 or so, then 250 more in 2009 £16, and hopefully be buying another 200 at £35-£36.
It’s all about having a long time line on one’s investments.
Ones to stay clear of I’d say are HNZ, APL of the big chips . Inflation, debt and rising interest rates will hit these hard
Good luck all
MarquissR, thanks.
I bought these as a speculative punt in the dip and got lucky and expected to sell. However this is a massive ‘safe’ business and although a bit boring with an unimaginative management it could end up being an exciting share
So am holding and will watch it bobble along at £35/40 and should a bid come in (or even the speculation if a bid) then it’s even more of a winner.
In the meantime I can take the dividend.
Just flicking through the news updates on Simply Wall Street and saw this post. I haven’t seen it mentioned here yet, which surprises me, have I missed it?
Unilever PLC (LSE:ULVR) is splitting off its highly political Ben & Jerry's ice cream business from the rest of its food brands in a move that experts said could make it easier to pursue a sale. The company will divide its food business in two, with ice cream, which also includes Magnum and Solero, to be separated from its nutrition unit, which will house brands such as Marmite, Hellmann's mayonnaise and Knorr stock cubes.
This will hopefully be a profirtable turnaround though of the Queen Elizabeth liner variety. I'm expecting miracles, preferably in my lifetime.
Bought at 3665.
I bet just the news of him resigning will move it by20%… tick tock tick tock lol
The reorganisation into 5 divisions seems sensible enough. A bit of reducing head count to - always needed as these mega companies. With this following the strategy update suggests to me, that divisions are being separated to enable easier sales.
As I was saying this has downside and it will continue for at least a few weeks minimal before anything positive happens.
We should be back around 3500p at this timeline of events.
But good luck all.
'Since Trian first invested with P&G, the company's stock price nearly doubled.'
Well, good luck to them. Not the typical consultancy model feeding to the Board through a board member. I am optimistic, good dividend and interesting as this moves forward. Whats not to like?
Trian expected to revive its P&G playbook with Unilever
https://finance.yahoo.com/amphtml/news/trian-expected-revive-p-g-143520754.html
Get rid of the comfortable high paid dead wood and promote within, fresh ideas help productivity
They said they were going to do it and now they are doing it and an activist investor on their tail, so nowhere to hide.
It would be stupidity to lay off the hard working talent that can add value to the organisation elsewhere
Now I'm no socialist, but Jopes answer to his failings is to lay off some of his no doubt hard working workforce? While efficiencies should always be sought, shouldn't they favor productivity rather than just attempting to slash costs? No doubt the annual report will then go on about "our workforce are are biggest asset". Where then is our biggest liability?
Come on man - time to fall on your sword.
BBC News - Marmite maker Unilever to cut thousands of jobs worldwide
https://www.bbc.co.uk/news/business-60119599
Just gone + ve..........markets very hard to predict
Sorry but i sold at an 8% profit from Friday. A little in to Netflix but am sitting on the cash till after we go to war with Russia. Lol.
"Time to sell that cheap top up from last Monday. Nice easy money."
I'm holding onto my recent ULVR top-ups. Thanks to the approaching third world war the are plenty of other bargains about at the moment. Will give it another day or three and maybe top up on some BP or RIO.
Time to sell that cheap top up from last Monday. Nice easy money.
I figured last weeks panic was overdone and oversold do i bought in.
8% up so far today.
The market is a petulant child.
This share has only really recovered the lost market cap from last week, smells like it should kick on with market sentiment pushing potential board changes or even a buy out.
Oh, I expect they will..
What a brilliantly led proactive company this must be. Up 6% when the market is down nearly 1%.
Top job Jope & Pitkelthy. You should probably vote yourselves a bonus.