Tojasoku (@Tojasoku) en getquin

2Lun·

Which of the two food giants is currently the better choice for the portfolio?

In recent months, Unilever has performed significantly better than Nestlé, but the latter is an absolute giant that has historically always been reliable, while Unilever has often disappointed?

Withholding tax on dividends does not apply to Unilever, as it is based in the UK. Withholding tax on dividends at Nestlé is 35% (Switzerland), but at least for me (from Switzerland) this can be claimed on my tax return and is therefore not a disadvantage.

What are your thoughts?

22 Comentarios

sodium@TomCOR

2Lun

I see Nestle as stronger in the long term, they are also the big player in the "water business", nobody will be able to get past them. However, I see both of them as dangerous in the food business, where they will have to change/re-adapt to the new generation of customers - sugar bombs, misleading children in marketing, etc. They will probably (have to) succeed, because at the end of the day the consumer determines the product range.
They will probably (have to) succeed, because at the end of the day the consumer determines the product range. I could also imagine that they could play a role in the marketing of synthetic foods (as soon as it is understood that they will be relevant in the future)

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Dividende > Zinsen@GoDividend

2Lun

Click on the relevant share and then on Forum.
Both are regularly discussed in detail

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Chris@MrBoelter90

2Lun

Nobody wanted Unilever for a long time, but now that it has risen, people are talking about it again. Nestle is currently at a low and cheaper than it has been for years. Both great companies, both in the portfolio, but at the moment only Nestle is a buy candidate for me. Take heart ✌🏼

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Dividendensammler@DividendensammIer

2Lun

Currently of course nestle, Unilever has done far too well, why get in now? It should have been done the last few years when it was cheap.

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Tenbagger2024@Tenbagger2024

2Lun

What do you want with such elephants, there is hardly any growth to be expected in the long term.
In the food sector, commodity prices are rising all the time, which you can no longer push through with retailers or they will throw you out.
In other words, margins are falling.
Retailers are relying more and more on private labels, as are consumers.
There are better alternatives in the consumer goods sector.

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