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Jenny Harrington, CEO, Gilman Hill Asset ManagementClorox CompanyCLXBUYJul 10, 2026

Is a dividend aristocrat with a 5% dividend and trading at 17x PE. Petrochemicals have returned to pre-war pricing and supply chain had normalized (their biggest cost).

Jenny Harrington, CEO, Gilman Hill Asset Management

Owned

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$96.56

Stock price when the opinion was issued

$96.56

As of Jul 10, 2026. Market Open.

misc consumer products

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COMMENT

A good company and pays a 5% dividend, but is perceived to be doing poorly. Is -11.83% this year.

BUY

She bought it because it trades at 16x vs. historically 18-20x, and pays a safe 4.9% dividend which has increased for 24 years in company history. Rocked by Covid, only now are earnings are finding a consistent trajectory of 6-8% earnings growth with dividend growth. From Jan.1 to Feb. 9, shares jumped 26%, but shares fell when the Iran war began, because many of their products rely on oil. Whenever the oil price goes down, these shares go up. Also, it's AI proof.

WATCH

It reports Monday. It's down over 30% this year. It's at the heart of this market's conundrum. When there were worries over the economy, everybody bought the consumer packaged goods stocks. Now, perhaps because of inflation, people won't pay up for the name brands. See what the CEO has to say.

DON'T BUY

Still really expensive at over 30x earnings for a consumer product. Not fantastic growth. Relatively weak balance sheet, lots of debt. Fairly well managed. Cost-cutting efforts can only go so far. Be careful.

BUY

It had a mediocre quarter, but shares didn't decline. This means CLX is closer to a bottom, so you should be owning this.

WATCH

Nvidia is trading at the same forward PE as Clorox. It's worth looking at these quality growth names with real earnings and cash flows, because inflation will peak and the market will re-rate what the Fed will do. Investors will position themselves in such names in the second half of this year.

BUY

They reported a mixed quarter on Monday. Rampant cost inflation is eating alive consumer product companies which should be thriving at this stage of the cycle. Clorox has been an awful performer and many have been shorting this. They reported declining gross margins and they shaved 20 cents off their full-year earnings forecast, but they were better than expected in the previous quarter. CLorox reported a 39-cent earnings beat and announced another round of price increases for July which should help margin compression. The stock has recovered from Monday's losses and then some. The company has room to run, especially if the Fed can kill inflation.

COMMENT

They report Monday. They've had some awful quarters, so they only need to report a decent quarter to push prices rise. They need to do something with their supplements business, which is lousy.

PAST TOP PICK

(A Top Pick Mar 08/21, Down 26%) Doesn't own stock anymore even though has recommended it to investors. Simple and straight forward product that everyone uses. Could not justify investment.

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PAST TOP PICK

(A Top Pick Feb 09/21, Down 12.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CLX has triggered its stop at $165. To remain disciplined, we recommend covering the position at this time.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Feb 09/21, Down 2.9%)Stockchase Research Editor: Michael O'Reilly To ensure progressing capital returns of our PAST TOP PICK with CLX, we recommend trailing the stop (from $150) to $165.

COMMENT

It reports Monday. They may not pass their rising costs onto consumers. Maybe. He hopes for a good report, but is bracing himself for a bad one.

WAIT

Wait for the next quarterly report. It pays a divided of 2.9%, so wait till it yields 3.3% or 3.4%. The whole industry can't find any footing.

HOLD

It's in no man's land. It yields 2.66%. It's down 13% for the year. A great company. Hold it till that yield hits 3%, then buy it.

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