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Unum Group (0LJN.L)

LSE - LSE Delayed Price. Currency in USD
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27.19+0.02 (+0.07%)
At close: 3:02PM GMT
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  • D
    Dennis stocks
    The stock earnings yield is substantially higher than interest on their debt. They should have bought the stock back at $20 but it’s still accretive at $27
  • d
    dbtunr
    UNM avg debt has a higher yield than the common stock. Therefore it would be better to buy back debt rather than the common stock.
  • d
    dbtunr
    I'm not sure a buyback is the best use of cash. They have one of the lowest market caps in the SP500. A buyback could lower the market cap enough that they would get thrown out which would be awful for the stock price. In addition, they only have a little over 200M shares outstanding. Not a lot of shares to begin with

    A better use would be buying a complimentary business to grow the company, share price, and thus the market cap.
  • n
    nchen269
    revenue benefit reserves
    lnc Q4 4.1B 2.7B
    UNM 4.27B 3.347B
    met 19.4B 15.8B

    ROE rank: (2020+2019+2018)/ ave(book value)
    met:5.5/80=7%
    Lnc:5%
    UNM:9.5%
    PRu:6.7%
    UNM is real excellent stock with wrong price.
    UNM is the highest ROE in insurance?

    why is it always get the unfair the so low Value?
    Bullish
  • s
    shiming
    Q4 2020 Q4 2019 change 2020 2019
    Benefits 3,346.7 1,881.3 1465.4 8,972.9 7,496.2
    The Benefits in 2020 add 1465.4M,this case led that the earning in 2020 beat the estimate.
    why the benefit so high?
    Without this deduction, the real earning would far exceed expectations, may be over $2.5 per share of Q4.
    Bullish
  • j
    john
    Book value 53 dollars per common share I would saythis stock is under valued
    Bullish
  • H
    HARESH
    Since last year, they stopped buybacks for 2020.
    Hopefully they started buybacks.
    Bullish
  • M
    Matthew
    Earnings report looks terrific!
    Trading for 3x cash
    Book 53 bucks
    Could not ask for a better report
  • D
    Dennis stocks
    So UNM grows book value $4 a share after dividends and the stock goes down say $3 after dividends for a total of $7 on a $23 stock. When does management address this? The guidance was fine given how cheap the stock is
  • M
    MikeM
    Just went long. Low P/E, boring companies is the place to be right now. "The market is a voting machine in the short run and weighing machine in the long run."
  • R
    Ryan
    MetLife just reported a good quarter - it’s an 8 PE. If Unum was priced the same it would be $40 and still cheap. I’m continuing to add.
  • B
    Bruh
    Cheap stock, it's headed to $30.
  • S
    Steve E
    Plus, expecting strong recovery in 2nd half of next year.
  • K
    Kick
    It’s time for the Board to move on from McKenny. He screwed up royally at Genworth and has been at Unum 10 years, 5 as CEO and in the greatest bull market in history he has delivered a company with a PE of 5. The discount to book value is 100% his legacy. Fire the guy, it is what a fiduciary is expected to do.
  • M
    Matthew
    Unloved....great value, big dividend, nibble at this price area
  • D
    Dennis stocks
    UNM has to have visibility into its 2021 renewals at this point. Investors have to demand mansgement address the stock prices. The company swears in its 10k how much it benefits from higher interest rates. Company needs to do a $2 billion buyback
  • F
    Flepo1
    Nice
    Bullish
  • d
    desert rat
    America's most unloved stock.
  • d
    dbtunr
    Does anyone on the board own UNMA? It's the 6.25% preferred shares of UNM. Trade at a premium to par.
  • M
    MatasD
    Fundamentals looking good