Unilever NV (UN)

59.74
0.19 0.32
NYSE : Consumer Non-Durables
Prev Close 59.93
Open 60.35
Day Low/High 60.22 / 60.61
52 Wk Low/High 52.08 / 63.62
Volume 923.82K
Avg Volume 1.11M
Exchange NYSE
Shares Outstanding 1.71B
Market Cap 162.47B
EPS 4.10
P/E Ratio 32.93
Div & Yield 1.54 (2.58%)

Latest News

My Takeaway of the Day

Though the Indices eeked out some gains, I would observe the strength of consumer staples ( , , , ) and lower bond yields (by one to two basis points) today. This strength might be construed as risk off and indicative of slowing domestic economic gr...

Jim Cramer: The Great Ones Disrupt Their Own

Jim Cramer: The Great Ones Disrupt Their Own

Two companies, PepsiCo and Constellation Brands, are disrupting their own businesses and getting no credit whatsoever for doing so.

UN Off My Best ideas List

I am talking Unilever off of my Best Ideas List. I initially shorted UN in late August, 2017 at $59.76. The shares are currently trading at $56.12.

The News for Campbell Soup Isn't M'm M'm Good

As you probably already know, Campbell Soup announced Friday that CEO Denise Morrison is abruptly retiring. I wrote recently in It Is Time for the Dorrance Family To Consider Selling Campbell Soup that it's time for the company to sell itself to War...

It is Time For the Dorrance Family to Consider Selling Campbell Soup

It is time for Campbell Soup's  controlling shareholders, the Dorrance family, to recognize that a sale of the company is in their interests and the interests of Campbell's shareholders. The competitive pressures facing consumer packaged goods compa...

Covering My Consumer Packaged Goods Shorts

Given the expected rotation back into consumer non durables coupled with the stocks' drubbings over the last year I have covered the balance of my small and shorts this morning. I placed PG on my Best Ideas List (short) at $92.56 in late August, 201...

From the Street of Dreams - A Possible Rotation Into Consumer Non Durables?

This morning UBS upgraded their rating on to buy. With bond yields dropping and FANG losing its leadership - a return and rotation back to consumer non durables seems possible. I have added to , which should be a beneficiary of that possible rotatio...

Buyer Beware of Consumer Staples Sellers Amid the Emerging Retail Monopsony (Part Deux)

"In economics, a monopsony (from Ancient Greek µ¿¿¿¿ (mónos) "single" + ¿¿¿¿¿a (opsonía) "purchase") is a market structure in which only one buyer interacts with many would-be sellers of a particular product. In microeconomic theory of monopsony, a ...

Mr. Market

The markets broke out of my 2725-2750 (S&P) price target on Friday. The apparent reason for the impressive Friday ramp (on the ninth anniversary of The Generational Bottom) was the reaction to a much better than expected jobs number coupled with sti...

My Portfolio Updated

Broadly speaking (not all inclusive!) my portfolio looks like this: * Short Large Spyders ( ) * Short Large Bonds ( ) * Long Large Gold ( ) * Long Large Pot ( ) - Speculative! * Short Retail ( , , ) * Long Large Selected Individual Equities ( , , ) ...

More From the Street of Dreams

Piper has lowered its rating on Campbell Soup -- reducing its price target from $53 to $45. "Multiple expansion is unlikely and execution risk remains, expecting +1% to +1.5% fiscal year 2019 EPS grown reflecting higher interest rates and lower than...

Unilever Slides

Core investment short Unilever is down by nearly 4% today (-$1.75). I don't see any news to account for the drop. This might just be bond market induced weakness. If anyone sees news please put it in the Comments Section. Thanks.

My Conclusion About Campbell Soup

I will try to reconstruct my Campbell Soup  analysis (lost in the internet) -- at some time in the near future but not today as I am just too pissed! In early September, 2017 I wrote a critical review of consumer packaged goods companies (and I init...

Pretty Good!

* But on Valentine's Day I Am Falling Out of Love (Again) * Took SPY Long Profit and Went Short SPY Near the Close after a 600 Point Intraday Move In the DJIA Pretty good. Pretty, pretty, pretty, pretty, good. I wanted to briefly review and comment ...

Snap and Coca-Cola Are Among 16 Stocks That Are Ready to Change Direction

Snap and Coca-Cola Are Among 16 Stocks That Are Ready to Change Direction

These names are showing bullish or bearish reversal patterns over the past week.

Unilever's Decline Has Further to Go

Unilever's Decline Has Further to Go

UN has been rolling over or topping out since June.

Low Beta Shorts

Tactically (besides my large SPDR S&P 500 ETF Trust and iShares Barclays 20+ Year Treasury Bond ETF shorts) I have placed greater emphasis on a number of relatively low beta individual stock shorts in the last week -- like Starbuck's , Unilever , Pr...

CVS Bans Photo Manipulation on Beauty Products, What You Need to Know

CVS Bans Photo Manipulation on Beauty Products, What You Need to Know

CVS bans photoshopping photos on its beauty products. Could it have a ripple effect for its suppliers like Procter & Gamble? Watch the video to learn more.

Reducing Consumer Package Company Shorts

I am moving my Procter & Gamble and Unilever NV shorts from medium sized to small sized now. Since shorting these stocks -- and placing them on my Best Ideas List -- on 8/31/2017, the shares of PG have fallen from $92.56 to about $90 and the shares ...

Updating Portfolio

My portfolio is now very light in about 20 individual securities (both long and short). SPDR Gold ETF , Campbell Soup and Time Warner are still large sized. Hartford Financial Group is medium sized. My SPDR S&P 500 ETF short remains very large sized...

Consumer Packaged Goods Falling

I have been negative on the consumer packaged goods companies for a while. (See my analysis in, "Buyer Beware of Consumer Staples Sellers Amid the Emerging Retail Monopsony") In the space I am long Campbell Soup (based on the recent business changin...

Staying Liquid

I missed very little and was better served at my "liquid" lunch meeting. Bitcoin was being bitcoin (+17%) with prices contrasting wildly by Exchanges -- a signpost that volatility will be with this commodity for some time. I have a double dose of Bo...

More Cold Soup

Not So Mmm Mmm Good -- That's What Campbell Soup Is  Fiscal 2018 Guidance: "For the full fiscal year, Campbell still expects the year-over-year change in net sales to be -2 to 0 percent. Campbell has lowered its earnings outlook and now expects adju...

Some Brief Afternoon Observations

"She said, "My boy, I think someday You'll find a way To make your natural tendencies pay You'll be a dentist..." -- Little Shop of Horrors, The Dentist Song (Steve Martin)  * In a normal backdrop I would observe that this week represents almost cla...

Notable Movements

In terms of sector price movement today: * FANGs continue to extend recent gains.  * Retail has picked up a bid late in the day. Walmart Dillard's and Foot Locker are upside features. * Big Pharma stronger -- led by Merck ,Bristol-Myers Squibb , Lil...

The Good, the Bad and the Ugly (Monday Edition)

"If you work for a living, why do you kill yourself working?" -- Tuco, The Ugly: "The Good, the Bad and the Ugly" There was plenty of sector rotation today (but little overall movement), so let's move to the abbreviated Monarch Notes form of "Takeaw...

Checking In on 3 Shorts

Here's a quick look at three of my shorts:  * Apple AAPL: Reported better-than-expected top and bottom lines and robust lines ("say hello to the future" email communique in my box now) for the iPhone X as its market cap leaps to $900 billion. I adde...

More Short 'Alpha' Today

I concluded yesterday with the following: Suffice to say, Mr. Market continued to show the sort of resiliency it has had for many months -- rallying from a 12-handle drop in the S&P Index to even at day's end. However, I did have one of my best shor...