The Motley Fool

4 Super Stocks For Your ISA: Unilever plc, 3i Group plc, Taylor Wimpey plc And Rolls-Royce Holding PLC

Unilever

One of the most appealing aspects of Unilever (LSE: ULVR) (NYSE: UL.US) is its vast exposure to emerging markets. In fact, around 60% of its sales are from the emerging world, and this provides the company with superb long term growth potential. As such, it deserves to trade at a significant premium to the wider index.

Of course, its growth profile will not be particularly smooth, as emerging markets undergo greater volatility than their more developed counterparts during their rapid growth period. However, Unilever’s regional diversity should allow it to overcome such short term difficulties and provide its investors with a relatively robust earnings profile. As a result, it seems to be worth buying at the moment, with its price to earnings (P/E) ratio of 21.7 and yield of 3.1% indicating good value.

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...

3i

It’s been a great year for investors in 3i (LSE III), with the private equity company seeing its share price rise by 24%, while the FTSE 100 is up just 4% during the same time period. Despite this, 3i still offers tremendous value for money and trades on a very low P/E ratio.

In fact, 3i’s P/E ratio is still less than half that of the FTSE 100, with it being just 7.9 versus 16 for the wider index. This indicates that there is significant scope for further price rises over the medium term. That’s especially the case since 3i is forecast to increase its bottom line by 7% this year and by 5% the year after, which is in-line with the index growth rate and makes the company’s low rating difficult to justify.

Taylor Wimpey

Although the present time is somewhat uncertain for UK house builders such as Taylor Wimpey (LSE: TW), it could prove to be a great time to add them to your ISA. Clearly, the General Election could cause turbulence in the short run, but the valuations and growth prospects on offer within the sector are stunning.

For example, Taylor Wimpey trades on a P/E ratio of just 10.5, and yet is forecast to increase its bottom line by 29% in the current year and by a further 13% next year. This equates to a price to earnings growth (PEG) ratio of just 0.4, which indicates that significant upside could lie ahead. And, with Taylor Wimpey also yielding a mightily impressive 6%, it appears to offer a potent mix of income, value and growth.

Rolls-Royce

Although Rolls-Royce (LSE: RR) has seen its share price rise in recent months, it is still down 10% in the last year as the company’s bottom line flat lined in 2014. And, looking ahead to the remainder of 2015, things are set to get worse before they get better, with earnings forecast to fall by 9%.

However, sentiment could continue to improve in the months and years ahead, as Rolls Royce returns to profit growth. In fact, 9% growth is pencilled in for next year, with the market outlook for the defence and commercial aviation sectors continuing to improve. And, with Rolls-Royce being a very high quality company with a strong balance sheet and an impressive management team, it seems to be well-worth its current P/E ratio of 16.1. Therefore, it could make a positive impact on your ISA.

“This Stock Could Be Like Buying Amazon in 1997”

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.

Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge!

Peter Stephens owns shares of 3i Group, Taylor Wimpey, and Unilever. The Motley Fool UK owns shares of Unilever. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.