Comments for KMB - Stockpickr! Your Source for Stock Ideas

Comments for KMB

Added By	Comments	Type	Date Added
barrons3	The program is to attempt to buy only the likes of Kimberly-Clark (KMB), Altria (MO), General Mills (GIS) and the higher-yielders.	Love	October 08, 2009
RSaw	Dividend play, defensive hedge	Love	September 29, 2009
Geemony	universal product mix	Love	May 24, 2009
barrons3	Kimberly-Clark's (KMB) dividend is safe, and I like the natural gas exposure.	Love	May 07, 2009
Corzilla	They made me...	Love	April 19, 2009
barrons3	One is Kimberly Clark (KMB), the Dallas-based maker of Kleenex, Huggies and other household products. "The company's long-term return on capital is attractive," Cipolloni says. "The stock got depressed from a P/E [price/earnings multiple] perspective; the P/E is now about 12, down from 21 in 2006. We had an opportunity to buy a great company at a cheap price." Berwyn paid an average of 50.73 for shares that recently fetched around 49. Analysts expect the company to earn $4.15 a share in 2009, up from last year's $4.04. The 2010 consensus estimate is $4.56.	Love	April 18, 2009
reel soon	Adult diapers rock!	Love	January 01, 2009
craiglp1	Higher Dividend than PG, but enough fluctuation to be able to trade.	Love	December 18, 2008
barrons3	"When I see the hedge funds running out of Colgate(CL) and Kimberly-Clark(KMB), I have to go right back in them."	Love	December 11, 2008
barrons3	With oil down to $47 from $147, Cramer likes companies who are finally enjoying lower raw costs. Clorox [CLX] and Kimberly-Clark [KMB] have been favorites of his.	Love	December 04, 2008
High Dividends	4%	Love	November 18, 2008
sarah z	“The crosscurrents must be defined. There are two of them: 1.) The fundamentals of the worldwide economy, and 2.) The fundamentals of the hedge fund industry. Both of them right now are frighteningly bad, and both are coalescing to drive lots of stocks down that should go down -- and they will go down faster than they should -- and lots of stocks that shouldn't go down, even if business is a little soft. So let's consider the case of Kimberly Clark (KMB), which was recommended today by Goldman Sachs. KMB yields 4%, historically high. What knocked it down to these levels? Higher commodity prices. What has happened to those commodity prices? They have collapsed. What has happened to the stock? It collapsed with the market, because it is part of the S&P 500, which is the index the hedge funds key off of and go long or short, depending upon their macro outlook. Given that the hedge funds are now weakened, as TrimTabs Investment Research reports $43 billion in withdrawals from hedge funds this September, and that's nowhere near how much is being pulled out in October, you are going to keep getting S&P 500 pressure. Remember, to raise capital to sell, they have to sell stocks. If they are long some stocks and don't want to sell them, they will sell S&P futures. If they are liquidating, the market will go down, too. They are also selling commodities that they might own, and that puts pressure on all of the stuff that goes into making diapers and tissues, KMB's bread and butter. Of course, in a worldwide slowdown, people might want to trade down from KMB's more expensive products, but in general, the tissue and diaper markets have been very steady through the years because of the necessity factor. So let's put it all together: The hedge funds are driving down all stocks because of redemptions. The economies of the world are slowing, and people are cutting out discretionary purchases but not cutting back on staples. The commodities that are needed to make KMB's products are coming down in price rapidly, much more rapidly than KMB has forecasted. So you get KMB lower than you should be able to buy it, with a great yield and decent growth, although not as strong as you would like, given the slowdown and the need for people to trade down. That means you will have excellent bottom-line growth, because margins are going to explode to the upside because of raw costs, but not so great top-line growth because of some slowing of purchasing and also some headwinds from a stronger dollar, as KMB has a lot of overseas business. That means you should be buying KMB. But it means that because of the vicious tug of the S&P 500, you can only buy it in increments of yield. So if you wanted to buy 200 shares, you would buy 50 right here, as it yields 4%, then 50 at $46 where it yields 5%, and another 50 at $40 and so on. Why that wide a scale? Because of the hedge fund selling, which is creating a great opportunity but not such a great opportunity that you can put it to work at one level. In other words, you have to use the hedge fund withdrawals to continue to allow you to buy a company at levels that will create enough yield that will allow you to hold it through this period. You can pick any higher-yielding stock to do this, but I want to urge you to do it with ones that have less economic sensitivity -- so the dividend is not in jeopardy -- and more commodity exposure, because those are going down. It's the only way to survive this period.”	Love	October 16, 2008
sarah z	From a recent Mad Money show: "That's exactly the kind of stock we should be looking at. Take a look at Clorox as well, that's another good one. This is what you need to buy."	Love	October 03, 2008
barrons2	Commodity costs, specifically their decline, also helps the companies that were forced to raise prices when those costs were higher. Because the companies won’t reduce prices in tandem with that decline. That means more profits and better-than-expected earnings. Watch for reports from Heinz (HNZ), Kimberly-Clark (KMB), UPS (UPS), FedEx (FDX) and Carnival Cruise (CCL).	Love	September 04, 2008
stockerblog	9/3/2008	Love	August 19, 2008
barrons2	It is natural to want to sell on these numbers. Easy. Simple. Natural. But remember that you might be selling the big commodity swoon plays -- Procter (PG), Kimberly (KMB), General Mills (GIS), Pepsi (PEP), Clorox (CLX) -- as well as the utilities that benefit -- ConEd (ED), Duke Energy (DUK) -- without realizing that since commodity peaked, these are the big winners, not the losers.	Love	August 14, 2008
barrons2	However, just like the oil and gas stocks are forecasting dramatic declines that will do much more than crimp earnings, you have to believe that all of the estimates for these consumer staples are way too low. That's what I would bet with a KMB and a PG, especially as they have taken pricing	Love	August 07, 2008
barrons2	Given the strong top line from Kimberly-Clark (KMB) despite the commodity-depressed EPS hit, you can see how that company could be severely undervalued.	Love	August 07, 2008
barrons2	However, the company has had its lumps because oil is an active ingredient in many of its health and hygiene products. For every $1 in the average price of oil increases, the company's annual earnings lose a penny. And for every $1 increase in natural gas, KMB's annual earnings lose 4 cents. But Cramer says the company is in a position to turn things around. He says the company's conservative guidance and the downward trend in oil and gas prices will help. So should a coming price increase it is planning.	Love	July 31, 2008
sarah z	From a recent Mad Money show: "This one's got too much exposure to oil. As long as oil goes up, Kimberly is going down. I'd rather see you in Procter & Gamble (PG)"	Love	June 19, 2008
barrons2	How many times have I reached out for Kimberly-Clark (KMB) when it yielded 3.6% and made money? Nope. Not this time. KMB's diapers are oil-based!	Love	June 12, 2008
arlene2007@peoplepc.com	Kleenex for crying in case I'm wrong on the above. Great yield, great small-cap company, Defensive.	Love	May 03, 2008
barrons2	Or Kimberly (KMB), which I didn't like that much at all and is hugely levered but didn't go down.	Love	April 24, 2008
barrons2	The stock will reflect the rewards of price hikes, cost cuts and product innovation. Look for double-digit total returns, including dividends.	Love	April 19, 2008
High Dividends	9.4%	Love	February 24, 2008
buffett	basic material	Love	February 10, 2008
rbstr44	Low future (2008) P/E of 15, and 3% dividend.	Love	January 12, 2008
jasper88	Consumer products, history of dividend increarses and nice divident.	Love	November 20, 2007
thegreatestgig	I have bought and sold this company because it's PEG ratio is just to high. But if it would just lag for a year or so, it would be an excellent buy. Like PG they are going internationally and who does know what Huggies or Kleenex are?	Love	October 22, 2007
stockerblog	P/E of 18.24 and a PEG of 2.14, with a yield of 3.1%.	Love	August 13, 2007