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Unilever vs. Tesco
Dian
Posted: 16 October 2016 02:21:37(UTC)
#1

Joined: 09/10/2016(UTC)
Posts: 138

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Finally, according to the following link Unilever and Tesco have resolved their dispute.

http://www.foodingredien...e-Dispute?frompage=news

Which one has more potential? How do they differ from each other?

Much appreciate some ideas.
Chairman2
Posted: 19 October 2016 15:07:22(UTC)
#2

Joined: 26/06/2009(UTC)
Posts: 11


simplest differentiator is Tesco is a UK based share - the international side is small and getting smaller

Unilever is principally not a UK stock - its business is vastly bigger outside the Uk than it
is in. So Unilever benefits from Sterling's fall. Tesco buying costs will rise and may not
be able to raise prices to recoup.

so if you believe the pound will continue to be week it has to be Unilever.
Keith Cobby
Posted: 19 October 2016 15:44:46(UTC)
#3

Joined: 07/03/2012(UTC)
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Unilever margins are 15%, Tesco margins are under 3%.

The top rated equity income trust is Finsbury Growth & Income. It's largest (or 2nd) is Unilever. It doesn't hold Tesco. Tesco is clearly ex-growth.
Dian
Posted: 20 October 2016 08:09:09(UTC)
#4

Joined: 09/10/2016(UTC)
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Thank you Chairman2 and Keith for your ideas.. I would like to study both.
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