Opinions
Michael Underhill
Kimberly Clark
KMB-N
DON'T BUY
Oct 24, 2016
$113.910
Stock price when the opinion was issued
misc consumer products
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TOP PICK
Stockchase Research Editor: Michael O'Reilly KMB is a consumer staple stock that offers good value, a solid dividend backed by a 60% payout ratio, a growth opportunity. Recently reported revenues were up over 5% over the year, handily beating analyst expectations. Quarterly EPS of $1.58 beat expectations by over 10%. The company generated over $3.7 billion in cash flow and management has plans to use it to improve efficiencies. We would buy this with a stop-loss at $115, looking to achieve $154 -- upside of over 14%. Yield 3.14% (Analysts’ price target is $153.30)
misc consumer products
BUY
They delivered an okay quarter. The dividend is 3.5%. You can buy this and put it away while collecting the 3.5. Investors hate these stocks now, like Clorox, though he likes them.
misc consumer products
TOP PICK
Stockchase Research Editor: Michael O'Reilly The producer of personal care products has clearly benefited from the pandemic -- after all who doesn't recall store shelves emptied of tp. Recently reported earnings shows a slow down in sales growth, which should not be totally unexpected. Management is engaging in a cost saving restructuring plan to help boost margins. It pays a good dividend, backed by a payout ratio of under 65%. A defensive holding, not a high-flyer. We would buy this with a stop loss at $115, looking to achieve $155 -- upside potential of 15%. Yield 3.49% (Analysts’ price target is $146.34)
misc consumer products
TOP PICK
There has been a good long term trading range in the past almost three years and it is at the low end of its range, As a short term trader you could see $10 to $15 and it also pays a small dividend. He is trying to find companies with a good combination of growth and dividend and that are not overly risky. Buy 3 Hold 18 Sell 2
(Analysts’ price target is $130.65)
misc consumer products
UFS-N vs. KMB-N. UFS-N has a nice balance sheet that is well protected and a dividend north of 4%. It is a well run company with a defensible market share when you look at some of the fast growth markets they have been trying to address like Asia. They have been keen to ramp up their exports to Asia. He would refer UFS-N at these valuations.