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| BUY | 32.540 | Peter Brieger | Likes large companies with major exposure in developing markets. Not expensive and has a very good yield at almost 4%. Looking for a 14% total return this year and probably higher going forward. | 2011-04-19 | |
| BUY | 31.910 | David Burrows | Really well managed company and has been performing really well. Largely on the back of the growth they had in other parts of the world. About 35% of sales come from the Americas and all the rest is coming from the developing world. | 2011-04-07 | |
| BUY | 30.030 | Paul Harris, CFA | Done a very good job of ridding itself of non-core products. Concentrated on return on invested capital. A great company at these levels. Can do very well in the emerging market area. Would want to own PG as well. | 2010-10-21 | |
| BUY | 30.800 | David Driscoll | New management has gotten very prudent and very strict. Will not raise the dividend until they cut the costs to a degree where they can start paying down some of the debt. Will get pricing pressure in the US and Europe but pretty much have free reign in India. | 2010-04-07 | |
| VAGUE | 19.230 | Charles Lannon | Entire UK stock market has been clobbered. General Lee is seeing heightened competition. Challenge for UN is costs. Supply some of the fastest consumer markets in the world. Dividend is safe. | 2009-04-23 | |
| Comment | 21.970 | Andrew Guy, CFA | Well positioned on a global basis. Focused their product line on growth. Very long history of paying their dividends so presume it is safe. Payout ratio is less than 50%. | 2009-02-04 | |
| TOP PICK | 29.220 | David Driscoll | Largest consumer products seller in India. Starting to sell off some of the assets that have not been very good and margins are starting to pick up. It will bring into a much better rival of Nestlé and Danong. | 2008-09-16 | |
| TOP PICK | 28.190 | David Driscoll | Consumer products. Where Procter & Gamble has China, this company has India. Big growth in consumer products in India right now. Attractive yield at about 3.5%. | 2008-07-04 | |
| DON'T BUY | 32.220 | Mark Grammer | A high quality European company. Their issue right now is the very strong Euro, it’s a problem. They have decent margins, they are a strong company, they are cutting costs. It’s fairly valued right now, not a sell. Wouldn’t buy. | 2008-03-18 | |
| BUY | 30.880 | Don Reed | Global food service company. Food companies are good to own from a defensive standpoint. Tend to be less volatile. Earnings are looking good. 4.78% dividend should be safe. | 2008-02-22 | |
| PAST TOP PICK | 26.850 | David Driscoll | (A Top Pick Nov 9/06. Up 2.8%.) More of a deep value play. Has been beaten down quite a bit. Dividend yield is strong. | 2007-02-15 | |
| TOP PICK | 26.140 | David Driscoll | Consumer products. Stock has been going sideways because they have not been doing well on their 5-year program. Finally had a quarter where their organic growth beat expectations. 2.5%-3% yield. | 2006-11-09 | |
| BUY | 68.720 | David Driscoll | Offering 4.7% yield. Getting hammered today because of their earnings announcement. The growth is going to be there. Have had to clean up their act for the last 2 years. | 2005-11-03 | |
| BUY | 63.780 | David Driscoll | 20% of their revenues are in Asia, so a good way for investors to get access to the Chinese market. Attractive dividend yield and it is rising. As they get rid of their low margin products and focus on their new products, the growth will come. | 2004-12-08 | |
| DON'T BUY | 61.510 | Gavin Graham | Getting squeezed. Costs of their packaging is rising. Investors have made no money on Unilever, Colgate or Proctor & Gamble over the last 5 years. | 2004-11-08 | |
| BUY | 58.160 | Don Reed | Likes their Adams acquisition which gives them new areas with the ability to gain share. Cutting costs. | 2004-10-05 | |
| BUY | 59.110 | Gavin Graham | 4.6% dividend. Some products have been hit hard by competition. Sales growth has been consistently disappointing. Temporary problem. Good management. | 2004-08-12 | |
| DON'T BUY | 61.360 | Neil Murdock | Has had a lot of free cash flow. Cost cutting. Hard to get more revenue growth. | 2003-01-13 | |
| PAST TOP PICK | 56.100 | Arthur Heinmaa | (Was a top pick on Nov 23 no change) Still likes. At a good value. A defensive stock. | 2002-02-08 | |
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| BUY | 58.340 | Ross Healy | Well diversified products and well run. Will go up if market strengthens, but will hold its own if market weakens. Good upside potential. | 2001-12-27 | |
| TOP PICK | 56.490 | Arthur Heinmaa | 2% yield. Good margins. A defensive stock. | 2001-11-23 | |
| TOP PICK | 52.590 | Arthur Heinmaa | Good yield. Growing consistently. Trades at 18 X earnings. | 2001-10-19 |
