UNLVF News and Press, Unilever NV From 08/19/20

Introduction Unilever's ( UL ) dual structure has been a point of discussion for decades; finally, management is planning to move the entire fiscal company to one country - the United Kingdom. Yet, the Netherlands may have a farewell surprise - a leftist party is proposing a dividend tax c...

Election seasons in the USA tend to bring lots of bluster, nationalism and grand, actionable plans, with many of those aimed at trade. However, this election season also happens to include a viral pandemic that unfortunately originated in China, thus creating an election season on steroids! ...

This article is part of a series that provides an ongoing analysis of the changes made to Tweedy Browne’s 13F portfolio on a quarterly basis. It is based on Tweedy Browne’s regulatory 13F Form filed on 08/11/2020. Please visit our Tracking Tweedy Browne Portfolio series to ge...

Investment Thesis I have been bullish on Unilever ( UL )( UN ) for a while now, with my first article on the company going back to the beginning of 2019. Back in February of 2020, I reiterated my bullish rating for the stock. I argued that the stock was trading at an attractive price given t...

As of last Friday (24th July), approximately 25.6% of the companies of the S&P 500 companies had reported earnings for Q2 2020. This week (week 31) will be the busiest as 189 S&P 500 companies report, mostly from the industrials and big tech areas. While there is plenty to make one pes...

By Federico D'Anna At the Q1 conference call , CEO Alan Jope took a very cautious tone about Unilever ( UL )( UN ) for Q2. Indeed, markets were wary too after the call, with Unilever melting down over the course of the day. Unilever has a highly diversified portfolio of products, and the ...

Introduction In this article, I will discuss why I believe a potential spin-off of Unilever's ( UL ) food division can create value for shareholders, and I will elaborate why there is a serious possibility that it will occur in the following years. Valuation Over the last few years, Unil...

The Unilever Group (UL) Q2 2020 Results Earnings Conference Call July 23, 2020, 03:00 AM ET Company Participants Richard Williams - Head, Investor Relations Alan Jope - Chief Executive Officer Graeme Pitkethly - Chief Financial Officer Conference Call Participants Warren Ac...

The following slide deck was published by The Unilever Group in conjunction with their 2020 Q2 earnings Read more ...

This article was first posted on the TEV Blog. Introduction I think that I am not the only one who can no longer fully understand current stock market developments. Not only are we in a crazy rally, but there are indications that the recession will last longer than some people think. T...