Member Info for fatprofits

I've had a fair few today so hope so.

I've been adding to Unilever but have to be fair on my comments.

So on P&G, their growth is higher and debt is lower.

Unilever should arguably sell at a discount until their growth outlook
trends up.

It would also surprise me if AZN do not flag this area up on results this week.

Input costs for 2021 looks to be potentially more significant a headwind
than FY 2020.

Majority of margin compression was Covid-19 related costs
on the FY, at least my understanding.

However, you are right to flag this area up.
An environment Unilever has to navigate -
as flagged up by the CFO.

IF the pandemic continues to significantly disrupt healthcare

systems in to H2, there is the possibility of another EPS downgrade.

GSK have clearly flagged this up in the FY guidance.

Now you can make a case this is already in the price,

but perhaps worth staying mindful of.

For GSK, the end of the Covid-19 pandemic can not come soon enough.

And the same applies for the rest of us!.

Still not confident in clicking Buy here at ULVR.

No comparison with ABF as their profits are largely Primark driven.

ABF one of my rarely given Strong Buys as you can see from my posts last year -
gift of a price at one point.

At the time of this post.
Just looking at some technical levels and there may be support
around £38.50 approx.

TA not my area so other posters perhaps able to add more detail

dubs, you choose your words carefully!

just over 350 posts in nearly 12 years.

What a day is prospect for tomorrow- cricket.

Ah right, ok. Thanks for the clarification.

Lols, now that is ironic, I can't spell Success.

In mitigation I have been up since 4.00am to watch the cricket
coverage on Ch4.

Dyslexia and tiredness!.

That's an old City phrase, we live in very different times now.

CSDI, good post.

At around current levels you would be unlucky not
to turn a profit on GSK, obvs past performance is no guide to ...etc.

Drug, why the continuing 'attachment' to GSK

If you are out and recovering elsewhere etc?. TIA

* their

They may need to be out of single use plastics for ESG funds?

There 'Love Beauty and Planet' brand uses recycled plastic only, from memory.

They have so many smaller brands it's difficult to keep up.

A friend of mine is an oncology nurse at a Surrey hospital
and they have exprerienced a dramatic reduction in referrals over the
last 12 months. So I would not be surprised if this shows up in
revenue not meeting expectations on an oncology drug - obviously that's
speaking in very broad terms.

What an absolute star ViiV turned out to be.