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2 leading UK shares I would buy today – at last year’s price


first_imgSimply click below to discover how you can take advantage of this. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! See all posts by Christopher Ruane I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. christopherruane owns shares of British American Tobacco and Unilever. The Motley Fool UK has recommended Unilever. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. “This Stock Could Be Like Buying Amazon in 1997”center_img Our 6 ‘Best Buys Now’ Shares Image source: Getty Images. Many investors spent a long time regretting missing out on some incredible bargains in the stock market this time last year. A lot of shares have performed strongly since then. But looking at UK shares today, I notice two companies I hold that are priced almost exactly as they were a year ago.Unilever: pandemic boost discountedOver the past year, Unilever (LSE: ULVR) has actually fallen, albeit less than 1%.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…Yet the consumer goods giant owns brands such as Domestos and Lifebuoy. I expect to see some long-term demand uplift thanks to an increased hygiene focus caused by the pandemic.Even without the pandemic effect, the company’s family of brands sold in almost two hundred countries is highly attractive to me. By spreading itself geographically as well as across affordability brackets, the company can insulate itself somewhat from economic downturns. It is also riding on the wave of rising living standards in markets such as south Asia and sub-Saharan Africa. That growing addressable market could help grow revenues and support the UK shares.Unilever’s strong brand names help give it pricing power. In that way, I think Unilever matches some of the share picking criteria used by Warren Buffett. That helps sustain attractive profit margins, which in turn support dividend payouts. With its yield of 3.7%, Unilever is attractive to me for income.One of my favourite UK sharesAnother share that has hardly moved is British American Tobacco (LSE: BATS). Like Unilever, it trades within 1% of where it sat 12 months ago.Meanwhile, the business looks in better shape than it did then. It added 3m non-combustible customers last year. Even though combustible revenue fell 4.5%, the company’s pricing power allowed it to increase combustible revenue 2.8%. BAT is a remarkable free cash flow generator. By generating £50m of free cash flow a week last year, it has managed to bring its gearing down somewhat. The company’s balance sheet still contains more debt than I like. Long-term, the volume decline in combustibles looks set to continue. New revenues from non-combustibles may well not compensate in terms of either volumes or profit.However, I believe the tobacco industry has some road left ahead of it. BAT’s latest dividend shows the power of such massive free cash flow. These UK shares yield 7.6%. That explains why they are favourites with many dividend hunters including me.Quality attributesIf these shares are attractive, why hasn’t their price increased? Both have moved up at some points over the past year but essentially I can buy them for the same price now as I could have done 12 months ago. What’s to say they won’t stay flat over the next year too?The reality is that they could. Or, like any UK shares, they could fall.But I’m less focussed on the daily moves of these two names. For me, investing in FTSE 100 heavyweights like these offers the hope of long-term rewards. Both have global exposure. Both have strong brand portfolios. Both have pricing power. Both are cash generation machines.Those attributes of a quality share often come at a high price. I’m glad I can stock up on these UK shares now without having to shell out more than I did a year ago. Enter Your Email Address Christopher Ruane | Friday, 26th March, 2021 | More on: BATS ULVR 2 leading UK shares I would buy today – at last year’s pricelast_img read more