Hello Folks,

Let's talk about Unilever. This company has over century of history with dominant brands in many consumer stable categories. The company was founded in 1860 and is headquartered in London, the United Kingdom.

It operates through Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream segments. The Beauty & Wellbeing segment engages in the sale of hair care products, such as shampoo, conditioner, and styling; skin care products including face, hand, and body moisturizer; and prestige beauty and health & wellbeing products, which includes the vitamins, minerals, and supplements.

Personal Care segment offers skin cleansing products comprising soap and shower, deodorant and oral care products, such as toothpaste, toothbrush, and mouthwash products.

Home Care segment engages in the sale of fabric care including washing powders and liquids, and rinse conditioners; and home and hygiene, fabric enhancers, water and air wellness products.

Nutrition segment provides the sale of scratch cooking aids, which includes soups, bouillons, and seasonings; dressings products, such as mayonnaise and ketchup; and beverages and functional nutrition products including Horlicks and Boost, as well as tea products.

Ice Cream segment offers ice cream products including in-home and out-of-home ice creams. It offers its products under the AXE, Bango, Ben & Jerry's, Cif, Comfort, Domestos, Dove, Equilibra, Hellmann's, Knorr, LUX, Lifebuoy, Liquid I.V., Love Beauty & Planet, Magnum, OLLY, OMO, Onnit, Rexona, Seventh Generation, SmartPants, Sunsilk, The Vegetarian Butcher, Vaseline, and Wall's brands.

Now let's talk about price. At $49 this is an incredible opportunity to buy one of the highest quality companies at a great value. The stock safely be bought all the way up to all time highs. Below $60 it remains a bargain. The stock is yielding a 42% Return on Equity and a growing dividend of 3.71%. In addition, the company regularly buys back stock with current buy back yield of 3.8%. At a valuation of 12.66 times Free Cash Flow. I own the stock, I am buying and will continue to buy until the stock hits new highs. British stocks like European stocks in general have been beaten down or neglected relative to the US in the recent bear market. There are many other excellent valuations for large global companies headquartered in Britain and Europe. I will be highlighting several in coming issues.

Consider that a company like Unilever currently only has approximately 10% Institutional Ownership. In the latest quarter that increased by around 6.5%. Expect institutional accumulation to continue and to only strengthen at much higher prices. To an extent this is inevitable considering the nature of the massive amounts of capital devoted to passive index investing. In fact, this one major edge for active investors. It is relatively easy to predict the behavior of these passive programs, amongst which we can include purely quantitative systems in general as well. Discretionary investors who understand how to manage risk and with the patience required to realize large gains; with the additional edge of understanding quality and margin of safety, such investors have always outperformed and always will outperform the general market by a wide margin. Thanks for reading.

(NOTE: This is NOT a recommendation to buy or sell any security as each individual should consider their circumstances and consult a professional advisor. This information is provided for educational and/or entertainment purposes only. Thank-you.)