Unilever Stock Q2 2022 Earnings | Is Unilever weathering the storm? (Quick Take)
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- čas přidán 25. 07. 2022
- Unilever Stock Q2 2022 earnings are out! This European dividend aristocrat is one of my largest portfolio holdings, so it's important for me to keep an eye on them.
Check this video if you are interested to learn more about Unilever's second-quarter earnings beyond the headlines. That's what smart investors do, they really understand what they own and they can separate noise from reality.
I hope you enjoy this video about the Unilever stock and don't forget to like and subscribe if you haven't done so yet.
Discl: I own a significant amount of Unilever in my portfolio (5.7%). I don't intend to sell anytime soon. At this moment in time, I neither expect to add further shares to my Unilever stock position.
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#unilever #earnings #dividendstock #europeandividendstock #dividendaristocrat
What are your take-always from the earnings?
thanks for update 🤘
My pleasure 🙏
I was to greedy and didnt bought when it was in 40/39€ 😭😭😭😭
Wow you are quick :)
hehe, simple: wake up at 6.30, do the morning routine. Have some things prepared yesterday already to be quick in the morning. But be ready at 8 sharp when results are posted. Take 30 min to study the results and then produce the video in the next 30 min. Schedule for just before lunch and off you go ;-)
Sunday movies take me 4 or 5 hours in total, there's way more analysis in those.
Good afternoon. Thank you for this analysis! I am new to dividend investing and have been following you on twitter. Did you build that Dividend Stocks Dashboard yourself?
Glad I’ve bought a ton at £35. Easily best performer for me! The quarter shows Unilever’s strong pricing power, however the fact that their revenue grew due to pricing rather than eating market shares from other companies is a concern for me.
Their revenue has been stagnant for almost 10 years now whilst at the same time their total debt has almost tripled. Their free cashflow growth also isn't great and their strategy seems to be acquisitions which have not really panned out great, and they're not the only ones in this space doing that and it hasn't worked. I agree with Terry Smith's assessment of them and am going to selling out of the position entirely and going somewhere else.
The management have been poor since Buffet attempted to buy them out. There's better value out there, just look at VISA; better margins and consistently growing revenues, free cashflow and their dividend.
Concerning for me is growing debt while continuing with buybacks. It can be rational with low-interest rates, but that environment is changing rapidly. Let's hope that this problem will be solved by recovering margin ASAP.
A good point you’re bringing up. While debt is still OK, it’s the pace of speed indeed. Having said that, they were still able to reissue debt at favourable rates, but it’s yet to be seen if they can continue. To me, it rather sounds like their strategy to satisfy some active investors and avoid a takeover ;-)
Money is still cheap now, stocks are fairly priced. I would rather see company buying back fairy prices stocks with cheap debt, than overpriced stocks with expensive debt, or even with cash in "good years". Like most companies now do. Company wait for good Cashflow, stock go up and they buy it back then. This don't make me happy, I would rather get good dividend hike for this money.
@@Aesandar True that!
How do you circumvent this PRIIP protectionism (KID) as a EU member state citizen to access US dividend ETF-s?
From research seems like options are a way to get around it. If you can get a broker handling US ones
options indeed, but I haven't done that so far.
In this report they have proved that they have very strong brands, but all the FCF goes to dividend payments and for that it is not a high yield (if whole FCF would give 9% yield then ok). I would like to own it, but looks too expensive.