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CLX, LMT, KMB, WM
KMB after Tylenol acquisition killed the stock I loaded up!
PG, PFE, KMB, O
Well KimberlyClark has their baffling merger with Kenvue so thatâs enough to turn me off KMB. PG is still somewhat richly even with it being at 52-week low. Im not sure how you get KMB at $200 though.
In my experience Iâve found that companies that pay dividends usually arenât great to invest in if youâre looking for quick growth. Whether itâs CCK, PEPSI, KO, KMB, CPB⌠etc etc. Their share prices move at glacial paces. Iâd look elsewhere if youâre looking for faster growth. Theyâre solid places âŚ
>Both at 52 week lows both with a PE \~10-15 Neither of these companies have PE in 10-15 range. PG has PE of 21.6 KMB has PE of 18.3 I struggle to justify these PEs for companies growing their topline essentially in line with inflation (around 0-3% CAGR). My highest âŚ
Can anyone tell me why PG and KMB arenât a good idea Both at 52 week lows both with a PE ~10-15, nice dividend and products that everybody uses. I get economic struggles but what other reasons could there be? I think KMB intrinsically is worth 200$ with PG at âŚ
KMB, a low margin business, has a market cap of 35 billion and 7 billion in debt. They agreed to buy Kenvue, another low margin business for 40 billion dollars. How that makes sense to anyone is beyond me. This is a terrible idea and the Kenvue acquisition if it âŚ
JNJ is pivoting to become more akin to LLY. It isnât a safety consumer stock like it was pre Kenvue sell off. The optics of that sell off from KMBâs perspective probably seem worse because of all the noise around Tylenol etc which RFK says causes the âtism. So, Iâd âŚ
Kimberly-Clark (KMB) worth the scoop at its current price? Iâm looking to get a few more consumer staples stock to try to diversify and also to be a bit more defensive. Is KMB a good value stock currently? It has some big brands of household staples, with recent raised stakes âŚ
PFE, VZ, AES, D, T, KMB, NOK, BRK.B, AAAU, SLV, select international ETF, SGOV. It's good to be prepared but calling recession is too early
Check out the MACD on KMB. Looks like a screaming buy.
You have to be careful with the arbitrage math. KVUE shareholders will get 3.50 + 0.14625 shares \* KMB stock. KMB trades at 103.66 now...so this is 3.50 + (0.14625 \* 103.66) = 18.66. KVUE trades at 16.24 now...but KMB will likely continue to drop (especially before the merger) which âŚ
KMB MRK. REITS as well. I like some of your defensive picks. Iâm looking for more defensive stocks, reasonable growth, with dividends.
I'm out of this shit... Hanging almost exclusively in KMB and SVR
I was invested in Kenvue due to the same reason. I like the portfolio, we use a lot of their products at home and I thought the litigation risk was overblown. Might rotate into other consumer staple name now (looking specifically at the two you mentioned, maintaining the holding and âŚ
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Total Off-Exchange Volume: 2.5 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
đ Master Buzz Score: 3/15
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 40,530,753 | $4.4 billion | 0.1221% | Sep 30, 2025 |
| Blackrock Inc. | 28,111,018 | $3.1 billion | 0.0847% | Sep 30, 2025 |
| State Street Corporation | 20,830,890 | $2.3 billion | 0.0628% | Sep 30, 2025 |
| Charles Schwab Investment Management, Inc. | 11,617,772 | $1.3 billion | 0.0350% | Sep 30, 2025 |
| Geode Capital Management, LLC | 8,256,579 | $901.0 million | 0.0249% | Sep 30, 2025 |
| Price (T.Rowe) Associates Inc | 8,055,760 | $879.0 million | 0.0243% | Sep 30, 2025 |
| Morgan Stanley | 6,097,848 | $665.4 million | 0.0184% | Sep 30, 2025 |
| Invesco Ltd. | 5,774,557 | $630.1 million | 0.0174% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 5,465,872 | $596.4 million | 0.0165% | Sep 30, 2025 |
| Massachusetts Financial Services Co. | 5,211,366 | $568.7 million | 0.0157% | Sep 30, 2025 |

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