I just feel better about those companies who are in growing categories and have dominant market shares. |
Kimberly-Clark is currently facing a number of global challenges, including commodity cost pressures (natural gas, fiber, energy), higher selling, general and administrative costs and a still difficult playing field in Western Europe. |
We are expecting the stock to sell off today, especially after a nice run in recent weeks, and once the 'dust settles,' we would argue for investors to buy in. |
While some may make a big deal about this, we don't believe there is any reason to worry. |