UL News and Press, Unilever PLC From 03/05/23

2023-03-05 07:50:45 ET Summary Fortune Magazine February/March 2023 Issue listed 50 World's Most Admired (WMA) companies based on a poll of "some 3,760 corporate executives, directors, and securities analysts." Acclaim from the wider business community, plus standing among rivals,...

Procter & Gamble (NYSE: PG) and Unilever (NYSE: UL) are global consumer staples giants and direct competitors. While there are material differences between their product portfolios (Unilever sells food, for example, while P&G does not), they have some interesting similaritie...

Summary I present my top 10 High Yield dividend stocks that are poised to offer strong future returns. The annualized rate of return for this watchlist is 14.43% over the past 28 months. The top 10 stocks for February lost 2.51% last month, outperforming VYM that posted a loss of 3....

Summary With the dollar still strong and inflation fears still looming, now is an especially good time for US investors to buy more foreign dividend stocks. US investors should also consider tax advantages of splitting international dividend stock exposure between taxable and tax-shelte...

Summary Jane's retirement accounts generated a total of $2,506.30 of dividend income for January 2023 vs. $2,258.71 of dividend income for January 2022. Jane's Traditional IRA had a balance of $435.8K as of January 31, 2023, vs. $435.7K on January 31, 2022. The estimated annualized divi...

Summary Despite macro headwinds and supply chain bottlenecks, Hershey delivered solid results. North America confectionery has room for growth on the back of increasing chocolate consumption per capita, and Hershey's has continuous strategic efforts to capture share. North America s...

Inflation is eating away at your wallet, but it's also putting a great deal of pressure on companies like Hormel (NYSE: HRL) and Unilever (NYSE: UL) . In fact, the prices these companies are passing through to consumers are among the reasons why life is getting more expensive. But...

Summary Gardner Russo & Quinn’s 13F portfolio value increased from $8.27B to $9.06B. Russo increased Netflix while reducing Unilever during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~40% of the portfolio. ...

Summary Diversey and Ecolab are the two largest competitors in this $32 bn market. Diversey is #1 or #2 in most of the markets in which it operates. In the last 12 months, DSEY's stock price has declined from $14-18 to $4.35 (our average cost) due to a severe margin compression. ...

Summary White Falcon Capital is an independent entity and have a mandate to do the right thing for the portfolio and the partners. Our goal is to protect and compound capital over the long term on a risk adjusted basis. In this letter, we look back at the year and discuss current positi...