That's exactly where I stand. I opted for Unilever because they are simply further away from ATH and I am hoping for a big increase in the future.
•
33
•
2Année
@Thronar this is emotional action and is based on nothing.
•
22
•
2Année
@Thronar This way of thinking may have worked in 2020/21, but this macro environment is gone. What makes you fundamentally believe that it will pick up again?
•
33
•@leveragegrinding As @MelonUsk97 says. Procter&Gamble is now where Unilever wants to be. But if you want to hear something more substantiated: US investor Nelson Peltz has joined Unilever. He also joined P&G a few years ago and brought about some changes there. The same is now set to happen at Unilever. Especially as Unilever is currently changing its own structure anyway. The management is being streamlined. In addition, Unilever (at least part of it) wants to enter the healthcare sector in the future. Which in turn could promise great growth(!). At the moment, however, this is not wanted by some investors.
Due to the deep moat, the streamlining of the management and the entry of Peltz, I expect some positive changes in the future and therefore a rise in the share price. In addition, of course, the distance to the ATH.
So far...
And to destroy all that again: Ben&Jerry's is part of Unilever. And I love Ben&Jerry's 😂
Due to the deep moat, the streamlining of the management and the entry of Peltz, I expect some positive changes in the future and therefore a rise in the share price. In addition, of course, the distance to the ATH.
So far...
And to destroy all that again: Ben&Jerry's is part of Unilever. And I love Ben&Jerry's 😂
•
33
•@KapriolenSonne I wrote something more fundamental above. I don't have the time for more at the moment.
P&G is by no means a bad company anyway. I assume that both will grow. Ultimately, it's a personal decision anyway. In terms of data, P&G looks better at the moment. However, the planned restructuring should not be ignored.
P&G is by no means a bad company anyway. I assume that both will grow. Ultimately, it's a personal decision anyway. In terms of data, P&G looks better at the moment. However, the planned restructuring should not be ignored.
•
11
•2Année
Yes, that sounds pretty good. So you're basically betting on Peltz and that he'll manage the turnaround with Unilever.
That's more understandable than "further away from the Ath"
I don't invest in consumer goods either way, but I certainly don't invest in Unilever for personal reasons that I can't explain🥴😅
That's more understandable than "further away from the Ath"
I don't invest in consumer goods either way, but I certainly don't invest in Unilever for personal reasons that I can't explain🥴😅
•
22
•@leveragegrinding That's a simplified way of putting it. Yes. I didn't actually have the time to elaborate on that, so I abbreviated it to "I hope for growth" 😂 but yes, of course that sounds very anti-fundamental 😂
••
Utilisateur supprimé
2Année
Le commentaire a été supprimé
2Année
Boring. And tech developers are moving faster and faster, nutrition creeps further into its actually rather unhealthy and mostly anti-sustainable products. Simply not a fan.
Then on top of family members in quite high positions experience with the... let's say "working atmosphere" in some. consumer companies and developed even less sympathy.
I also think that the trend towards a healthy lifestyle will sooner or later place value on really healthy products, which is why many companies are no longer an option for me in terms of long-term growth (MCs, cola, etc.).
To top it all off, I think dividends are an instrument of the last century to compensate for the lack of buying pressure and to attract shareholders with gifts of money.
Everyone can see it differently, but for me the mixture means that something really has to happen for me to start investing in consumption.
Then on top of family members in quite high positions experience with the... let's say "working atmosphere" in some. consumer companies and developed even less sympathy.
I also think that the trend towards a healthy lifestyle will sooner or later place value on really healthy products, which is why many companies are no longer an option for me in terms of long-term growth (MCs, cola, etc.).
To top it all off, I think dividends are an instrument of the last century to compensate for the lack of buying pressure and to attract shareholders with gifts of money.
Everyone can see it differently, but for me the mixture means that something really has to happen for me to start investing in consumption.
••