1J·

16 European companies are paying dividends in September. My algorithm only identifies 4 as "OPTIMAL."

Morningstar published its list, and 14 of the 16 companies are British. I ran the 13 I’ve already analyzed through my tool:

🟢 EXCELLENT (4)

• $NWG (-0,77 %) NatWest - 5.06%, P/E ratio 8.68x, quality 75/100

• $RKT (-0,13 %) Reckitt - 4.16%, P/E ratio 11.6x

• $HSBA (-0,55 %) HSBC - 3.70%, P/E ratio 10.36x

• $LLOY (+0 %) Lloyds - 3.58%, P/E ratio 15.6x

🟣 WATCH (3)

• Relx, AstraZeneca, and Unilever ($REL (+0 %) , $AZN (+0,18 %) , $ULVR (-0,57 %) ). Quality businesses, but valuations no longer offer room to run

🟠 CAUTION (4)

• BP (4.87%), Shell (3.39%), Rio Tinto (4.52%), and Barclays ($BP. (+1,22 %)
$SHEL (+0,84 %) , $RIO (-1,28 %) , $BARC (+0,07 %) ). High returns that mask cyclicality. The 78% marginal tax rate on oil in the UK doesn’t help

🔴 LOW THRESHOLD (2)

• Rolls-Royce $RR. (+0,11 %) : It’s on Morningstar’s list, but pays 0.39%. Quality 35, Opportunity 5

• Glencore $GLEN (+0,22 %) : Quality 10/100. A high yield can also mask a declining business

5

Nuqqx

@Nuqqx

1Mo·

The Magnum Ice Cream Company

A stock that I acquired in relatively large quantities as a result of the spin-off $ULVR (-0,57 %) and I’m really happy with how it’s performed. Keep it up! $MICC (-0,16 %)

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9 Commentaires

AI sagt@GoDividend

1Mo

"Once you try it, you'll know how it tastes," an ice cream vendor once said.

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finanzperpetuum

@finanzperpetuum

1Mo·

Unilever Q2: Record Volume + Food Spin-Off Takes Shape 🚀

📊 Key Figures for H1 2026:

USG H1: +4.8% — Q2 even +5.8%
Q2 volume: +5.5% — CEO: "best volume quarter in over a decade"
Power Brands: +6% USG (78% of revenue)
Operating Margin: 20.3% (+10 basis points)
€800 million productivity program fully implemented, completed ahead of schedule
€1.5 billion share buyback completed
Guidance raised to the full 4–6% range

The McCormick Deal — 3 Companies Emerge:

1️⃣ Unilever PLC — HPC Pure Play

Dove, Axe, Rexona, Persil, Domestos, Vaseline …

→ Higher margins, clearer focus

2️⃣ NEW “McCormick” + Flavor Powerhouse (€20 billion in revenue)

Knorr, Hellmann’s, Colman’s + McCormick portfolio

→ 65% of shares will go to Unilever shareholders

3️⃣ McCormick remains independent

Timeline: Closing in 12–15 months.

Unilever shareholders will automatically receive shares in the new flavor powerhouse—similar to the J&J/Kenvue deal back then or the current Comcast/NBCU deal

💡 The core thesis:

A focus on a HPC pure play should drive higher margins (traditional conglomerate discount reduction). Emerging markets are performing strongly (India, Latin America), and power brands are accelerating growth. The split provides an additional catalyst for unlocking value

$ULVR (-0,57 %)
$MKC (-0,24 %)

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3 Commentaires

NichtRelevant@NichtRelevant

1Mo

I’ve become rather pessimistic about branded food manufacturers (not just Unilever). Because of all the private-label brands, margins and the potential for price increases are under relatively heavy pressure. I believe the winners in times of inflation and (in some cases, perceived) loss of purchasing power are more likely to be the big discount chains.
Still, good luck—maybe the breakup will actually make a difference. 👍

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Code & Capital

@Codeandcapital

1Mo·

Quarterly Results: July 27–July 31, 26

$MC (-0,17 %)
$MBG (-0,28 %)
$ULVR (-0,57 %)
$PYPL (-0,19 %)
$NBIS (-0,37 %)
$SPGI (+0,04 %)
$UPS (-0,12 %)
$KO (-0,05 %)
$GLW (-0,37 %)
$BA (-0,3 %)
$KER (+0 %)
$ENPH (+0,09 %)
$NXPI (+0,96 %)
$STX (-0,56 %)
$BE (-0,33 %)
$V (-0,35 %)
$MDLZ (+0,31 %)
$000660
$P911 (-0,07 %)
$BN (+0,11 %)
$RMS (-0,22 %)
$BAS (-0,08 %)
$AG1 (+0 %)
$LMND (-0,29 %)
$SOFI (-0,48 %)
$NDX1 (-0,23 %)
$TER (+0,42 %)
$GD (-0,02 %)
$APH (-0,42 %)
$AIR (-0,04 %)
$SBUX (-0,83 %)
$CMG (-0,23 %)
$META (-0,2 %)
$FTNT (-0,55 %)
$QCOM (+0,93 %)
$LRCX (+0,27 %)
$HOOD (+0,14 %)
$ARM (+0,12 %)
$MSFT (-0,56 %)
$CVNA (-0,29 %)
$005930
$SU (+0,67 %)
$INGA (-0,24 %)
$OR (+0 %)
$BMW (+0,34 %)
$BATS (-0,24 %)
$MA (-0,45 %)
$ADS (+0,26 %)
$SHEL (+0,84 %)
$RACE (-0,35 %)
$RDDT (+0,38 %)
$TEM (-0,78 %)
$COIN (+0,71 %)
$AAPL (-0,23 %)
$AMZN (+0,14 %)
$CCO (-0,48 %)
$LIN (+0,07 %)
$ABBV (-0,57 %)
$PUM (-0,04 %)
$HAG (-0,29 %)
$XOM (+1,18 %)
$CVX (+1,53 %)

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DividenDaan

@DividenDaan

1Mo·

All time high on Holiday!

€10k added since September, with half of that invested from my own money. I’m honestly surprised by how much these “boring,” stable dividend stocks have appreciated. €2.5k in just one month!

On top of that, I’m currently receiving an average of €28 in dividends every week. That adds up nicely over time.

I did find it difficult to keep buying at all-time highs, but I still do. I have confidence in the long-term future of these companies, I know I can’t control what the market does, and I believe I’ll still earn a better return than leaving my money in the bank.

That said, I do need to build up my cash position again. I’ve been considering selling 3 of my 15 Johnson & Johnson shares, as they’re currently up 60%

What should you do in my position?$JNJ (-0,43 %)
$VHYL (-0,12 %)
$TDIV (+0 %)
$O (-0,28 %)
$VPK (+0,04 %)
$SHEL (+0,84 %)
$ULVR (-0,57 %)

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5 Commentaires

Poor Dad@PoorDad

1Mo

It depends on how large your JnJ position is, and how your view of JnJ has changed now that the stock has risen so much.

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🏊🏻‍♂️ • 🚴• 🏃‍♂️ Endurance Life

@MozartsGeist

2Mo·

Divvy Boost 1️⃣

$ULVR (-0,57 %)

08.06

Unilever PLC

Acheté à 48,23 €

7

Mbessa

@MB203

2Mo·

What is a good Dividend Growth stock for long ter investing?

I focus my portfolio in maximizing the dividends i receive form my stock, always without compromising it, but at the end of the day i do think i have gone too far in the safety of my portfolio and would like to risk a bit more in order to get a higher reward from it.

I have been watching $MSFT (-0,56 %) because i feel like it has such a big dividend growth potencial to be worked over the time and buying this stock would also diversify my portfolio a bit more and maybe even surf the AI wave a bit at the end.

Companies like $XOM (+1,18 %) , $ULVR (-0,57 %) and $PEP (+0,02 %) are down a significant percentage even though the capital on those positions is not that much, even so i am looking for a better moment to sell those holdings and maybe reposition that money into either this new growth stock or some company that is already in my portfolio on a good price, like $MAIN (-0,51 %)

Anyways, what do you think?

#dividends
#growth
#stocks
#microsoft
#stockanalysis

15Positions

4 227,36 €

3,42 %

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2 Commentaires

Dylan V.@Legend14

2Mo

Visa, nn, Microsoft

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STFU Capital 闭嘴

@STFUCapital

3Mo·

ULVR Buy 💹

Allocating ~$10,500 more to Unilever, as it is a key defensive position, and we are underexposed to consumer staples.

This brings our $ULVR (-0,57 %) holdings at 395 shares worth ~$22,780.

20.05

Unilever PLC

Acheté x185 à 57,01 $US

10 546,30 $US

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2 Commentaires

DividenDaan@DividenDaan

2Mo

That's a great purchase. 😃 I'm going to follow you with a purchase of 10 shares.

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NichtRelevant

@NichtRelevant

3Mo·

Not hungry, or what?

I have noticed that shares in food manufacturers are somehow not in demand at all at the moment. Why is that? Consumer staples and food should actually offer a certain degree of resilience in turbulent times, as people always eat regardless of economic growth and the economy. So why is this sector just bobbing around like this?

Here are a few examples:

$ULVR (-0,57 %) Unilever, YTD = -9.1% , P/E=18.3, Divi = 4%

$NESN (+0,12 %) Nestle, YTD = + 2.4%, P/E=22.4, Divi = 4%

$HRL (+0,59 %) Hormel Foods, YTD = -11% , P/E=23.3 , Divi = 5.7%

$GIS (+0,08 %) General Mills, YTD = -21.8%, P/E=8.6 , Divi = 6.8%

$KHC (+0,29 %) Kraft Heinz, YTD = -3.1% , P/E=negative , Divi = 6.8%

$FLO Flowers Foods, YTD = -20% , P/E=21.81 , Divi = 11.5%

$NOMD (+0,73 %) Normad Foods, YTD = -17.2% , P/E=9.8 , Divi = 6.8%

$TBS (-0,34 %) Tiger Brands, YTD = -20% , P/E=12 , Divi = 11.4%

I understand that many branded companies are coming under increasing pressure from the discounters' own brands when the economy is bad, but is that really the whole truth?

(Illustration generated with lovart.ai, modified in Photoshop)