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Opinions Martin Cobb, ASIP
KenvueKVUETOP PICKNov 26, 2025
Martin Cobb, ASIPStock price when the opinion was issued
As of Jun 12, 2026. Market Open.
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Consumer staples are outperforming in the last few days, and that speaks to the advantage of having a balanced portfolio. Companies like KHC, UL, KVUE, and Nestle. It's not that they won't be affected (their costs would go up), but they're far less cyclical than other businesses. Earnings will be much more stable. Earnings could fall 10%, but not 50%. Dividends will be sustained.
Companies like Unilever and Nestle are huge in NA, but huge globally as well.
An activist investor is inside the company now. Pays a 3.5% dividend. Not followed that much by Wall Street, but offers decent growth.
Lorne SteinbergConsumer health spinoff from J&J. First rate consumer products business. Trading at discount to peers in sector. ~4% dividend attractive. Excellent array of brands in portfolio. Litigation always a concern, but overall not worried for the long term.
Lorne Steinberg
Quality, essential brands we love and use daily. Attracted by spinoffs, as they tend to attract interest. Tylenol controversy from Trump pushed price down. Generic brands don't affect many of their products. Attractive multiple compared to PG and CL.
(Analysts’ price target is $19.23)Likes the deal with KMB, which should close sometime next year. Multiple should expand. Not impacted by AI as far as he can tell ;) Yield is 4.78%.