UNLVF News and Press, Unilever NV From 07/11/22

This month I had a total of 5 transactions. Dividends were up $62.57 YoY. Forward dividend yield is now approximately $965. Next month, I will look into European real estate, Small-cap REITs, Broadcom, Inditex and my insurance companies. The end of June marks the end...

Globant has multiple industry tailwinds to support growth in the future as it sits in the center of the digital transformation wave. The company has a sound and sustainable growth strategy as it looks to grow its customer base and innovate on its offerings. Globant has a solid cus...

Unilever's brands are positioned well to navigate whatever is to come economically, it has already grown 7.3% in Q1 in response to inflation. The impact of inflation will reduce profits but on a relative basis, Unilever will become more attractive. 5 years of stagnation has left U...

Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analy...

Tweedy, Browne’s 13F portfolio value decreased from $3.15B to $3.10B this quarter. They added Ionis Pharma and Thor Industries and increased Intel while decreasing AutoZone, Cisco Systems, and Carlisle Companies. Alphabet at ~19% of the portfolio is the largest position. ...

Benefit corporations are a new form of business and increasing in number on the market. Similar to ESG metrics, these companies often take it many steps further in regards to positivity. The business structure allows some profits to be syphoned away towards beneficial endeavors, w...

The war in Ukraine is no longer the major market mover as record inflation has now taken that spot. Markets are very nervous and record inflation readings paired with an aggressive Fed and negative consumer sentiment are starting to hammer stocks and hopefully lead to a prolonged bear...

Nelson Peltz' Trian Fund Management has arrived and is ready to shake things up. Looking at Trian's past actions in the sector and what could be in store for Unilever. Considering Trian's strength and expertise, we maintain our buy rating. For further details see: Unilev...

Jane's retirement accounts generated a total of $1,514.11 of dividend income for May 2022 vs. $1,385.68 of dividend income for May 2021. Jane's Traditional IRA had a balance of $440.4K as of May 31, 2022, vs. $419.7K on May 31, 2021. The estimated annualized dividend yield is 5.09%. ...

On May 31st, news broke that the legendary activist investor Nelson Peltz has taken a sizable stake and has claimed a seat on the Unilever board. This is a big deal. Literally, the exact same catalyst occurred at rival Procter & Gamble in December of 2017, leading P&G to massi...