Stock Market

Just released: our top 3 cash-focused stocks to consider buying before November [PREMIUM PICKS]

Image source: Getty Images.

Premium content from Motley Fool Share Advisor UK

Our monthly Ice Best Buys Now is designed to highlight three of our team's favorite, most timely Buys from our growing list of cash-focused Ice recommendations, to help Fools build their portfolios.

“Buy Now” Option #1:

Unilever (LSE:ULVR)

  • The consumer goods giant's new management team has a smart plan to revive growth and win investors back to work. Nothing earth shattering and the devil is in the details but so far we like what CEO Hein Schumacher and co have to say.
  • And the actual performance results are slow as well. In H1 underlying sales growth was a strong 4.1% in both price and inflation-adjusted terms.
  • The 'Power Brands' that management focuses on continue to grow the fastest with a USG of 5.7% over the period. That makes it easy to see why Schumacher is keen to keep investing in small, low-growth companies and direct more marketing and R&D efforts to these €1bn+ profit models.
  • The Ice Cream division will be an ongoing process but Unilever has value here, so we don't expect a long and torturous GSK/Haleon style process.
  • There is work to be done to get consistent growth to the 5% level but Unilever is a cash-generating, defensive, growing business that pays a good dividend and is a frequent buyback. So we think it's worth checking out in October.

“Buy Now” Option #2:

It has been redone

Want All 3 “Best Now” Picks? Enter Your Email Address!


Source link

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button