the makers of depends, kimberly- clark even have an online rap video promoting underwareness. i spoke with both p&g and kimberly- clark who say the underwear matching the sales of kids diapers is still a ways away. reporting live in studio frankie jupiter fox19 now. if you think gas prices are low around here... check out what drivers in toledo enjoyed today. two stations got into a price war theft live drivers paying just pennies per gallon! the prices dropped all the way down to 19-cents a gallon. it turned out the drop started because of a computer glitch... which prompted the circle-k across the street to compete. andy dalton needs to learn to travel light. the bengals quarterback is looking for his luggage again. tonight he tweeted hashtag bag search 2016 is back on. american air it's your turn to find the luggage now, hashtag unbelievable. just last week, dalton launched a bag hunt when his luggage flew out of his truck on his way to the airport in dallas. those bags were found. thought they would have to go to their girl scouts father- daughter dance without their dad .

first up was tom faulk, ceo of kimberly-clark. his company showed tremendous growth, no matter, the company said it t ojected the headline number 2016 earnings of 595 to 615, but the wall street looking for 6.40. i don't know -- i read the i heard the press release, listened to the conference calal and read the ananast comments. it seems like kimberly-clark had a lot of good things to say, there was some one-time missions that -- i do my best, by the way, not to look at the stock when i do this work, because i'm convinced the holders of so many stocks are renters, really. that to take your cue from the immediate action is just plain stupid, so i noticed the fact they had fallen from 127 to 122 off the quarter until the interview began. right at the top of the interview, i asked him point-blank, did the decline make any sense to him at all? the sellers -- they were just plain wrong. next up, let's talk clorox. here's a similar situation. sill love the quarter. cause it showed some incredible margin improvement because energy costs

you will see clorox or kimberly clark rally on days like today. people look at these as dividend paying consumer packaged goods plays. they are fixed income stocks, too. that's what they say. funny, isn't it? kimberly clark was hated after reporting a bad quarter. we talked about it. today it's low for having a solid yield. stock is trading well above where it was when the ceo came on last week, said everything was fine. it's well above where it was trading the day before it supposedly disappointed in earn ings. went out on an all-time high. the industrials rallied because all for one and one for all as 3m announced a nice sized dividend boost and a buyback same time that eaton with a high 4.2% yield roared more than 7% higher. why? it simply didn't do as badly as people expected. remember, both the consumer packaged goods company and the industrials are huge beneficiaries of a decline in the dollar against any major currency. it is worth note ing with today's run in the euro the exchange rate is almost back to where it was exactly one year ago. i

>> kimberly clark boosted its dividend, a big beneficiary of lower costs and waiting for that to be ableyield better than treasuries because i trust kimberly the way i trust johnson & johnson, procter & gamble. they're coming in and giving you a chance. >> i'm hoping toilet paper sales do not suffer because european bank bonds are weak. that would be a terrible correlation. if anything, they should go up. >> there is an algorithm between society general balance sheet and kleenex. they have nothing to do with each other. i checked this. i checked this. i ran it nine ways to sunday. even ran it through the espn guys. >> yeah. >> so kimberly-clark is a positive example. listen, you have been doing a great job at "squawk on the street," are you in the deutsche bank is going to bring down the world camp? >> i'm in the crony capitalism versus our capitalism camp. i have hedge funds giving me the derivative book of deutsche bank. one thing i learned from 2011 was there are banks in europe that should have been belly up. should have gone the way of country wide or washington mu mutual but they h

kimberly-clark. should be canned morgan. all of them trading lower today. chesapeake's a stunning drop today. brendan: checking in on the first word news. president obama says he is not surprised north korea launched a rocket over the weekend. in an interview on cbs this running, the president said u.s. and south korea are discussing options. the united nations security council likely to come out with more economic sanctions this week. another dispute between israel's prime minister sentiment that yahoo! the obama administration after three rounds of talks there is no progress between the sites on military aid package. saysilitary -- a newspaper president obama said he is willing to wait for another president to take office. iran has honored the negotiating team on the landmark deal. the president awarded medals to the defense mister. it brought about the lifting of economic sanctions last month. in taiwan, for survivors were pulled out of the building. more than 400 people are believed to be trapped. -- four survivors were pulled out. killed at least 37 pe

i ignored the fact that kimberly clark had fallen from 127 to 122 off the quarter, until the interview began. right at the top of the intervie you just asked point blank, if the decline made any sense to him at all. because it sure didn't make sense to me, given how well the company was doing. he promptly agreed. we went over not only was the quarter a miss, so to speak, but there were many line items much, much better than expected. it seemed obvious, that i did a little homework. they did the big pirouette and surged from 122 to $133.50, hitting an all-time high. the sellers -- they were just plain wrong. next up, let's talk clorox. here's a similar situation. sill love the quarter. because it showed some incredible margin improvement because energy costs were way down. demand was good. organic line of goods was kingford, let's just say terrific. the news flash was bleach numbers off the charts. so what happens? the stock immediately get obliterated, falling from 131 to 124. when i saw ben odire soon after, i asked what the heck is happening here? what's the deal? how could your stoc

it seems like kimberly-clark had a lot of good things to say, there was some one-time missions that -- i do my best, by the way, not to look at the stock when i do this work, because i'm convinced the holders of so manywh stocks are renters, really. that to take your cue from the immediate action is just plain stupid, so i noticed the fact they had fallen from 127 to 122 off the quarter until the th interview began. right at the top of the interview, i asked him make any sense to him at all? it for a close today. the sellers -- they were just plain wrong. next up, let's talk clorox. here's a similar situation. sill love the quarter. because it showed some incredible margin improvement because energy costs were way down. demand was good. organic line of goods was kingford, let's just say terrific. the news flash was bleach numbers off the charts. so what happens? the stock immediately get obliterated, falling from 131 to 124. when i saw ben odire soon after, i asked what the heck is happening here? what's the deal? so clobbered? he didn't know. he had beaten everything he was asked to

this bifurcated market when kimberly clark traded in the price. many industrials wallowed under because of fears over china. for example, no, i'm not a fan of caterpillar, but wait a second, if some company were big enough. it sells at almost half that long ago. some of the long view. i can see how it might make sense. people figured out it could be acquired. plus, yields 4%. short comments is up. $17 billion valuation, but it's still has a 4% yield. i think after this, it isn't going back to 79. story makes me want to go pick up a book. not that long ago. someone take a long-term per specktive and get this. run a deer down 21 bucks from its high. $25 billion. stranger things have happened and if you want to cheap aerospace company, take a look at alcoa, which will most likely have $6 million in revenues. how does that stay independent? i mentioned these possibilities because if you had told me 48 hours ago any company would take a run at the $75 billion business that is united technologies, i would have said dream on. but it happened. the fact it

kimberly clark w hated aft rertina baqur. we td abt it today it'sow foraving soliyield. stk is trading well above whe it was when the o came on last week, sa everying was fine. it's well above ere it was ading the day be it supposedlyisappotein earn gs went out on an a-te high the instrials lliecae all r onand onfor all as 3m announced a ne size didendoost and a buyback moving the stock up $4.65 at the same te that eaton wita hi 2% yield rred mo than 7% gher. pele eecte rememb, both the conme packaged goods compa and the industrials are huge beneciaries of aecline in the dollar against any major currency. it iworth note ing with today's run in the euro the exchange rate is almost back to wherit wasctly one year ago. i sh you could say it of the other currencies out there. a ite agnst the dollar rise isle golden around re. telogy, otr bad day for facebook, amazon and netfl and alphabetormerly known google which has given up all its gains and then som like i said yesterday you have to be willing to buy a high quality growthtock like alphabet into weakness. in the end in th

clorox 3shgs%, kimberly clark, how can peopleay 20 times earnings for the companies? the average stock of procter gamble gives 3u.2% yield, closhg off, 4.2%, kim letter by, 2.7%. ll below the automakers. the payoffs are compelling even let's say with more compelling if the stocks sell off. they're competing with a treasury. a ten year treasury at 4.7%. and the treasury doesn't raise the coupon, the company's raise the dividends. all the companies have gigantic energy costs. plus this group rightly or wrongly trades on currencies. people buy them and think the dollar is peaking which we could argue it to be the case as the euro, get this the exchange rates almost unchanged versus no one else is talking about that except for me. i think that a combination of positive currency and lower commodity cross and the ability to raise dividends make the consumer products stocks attractive as the airlines and autos are unattractive. the companies retain earnings power. both group of stocks are forecasting a recession with less travel, less spending money and tighter creditit in o

i'm wondering if this isn't the same kind of golden opportunity you got in kimberly clark when it got hammered last week. in other words, a terrific entry point for one of the highest-quality franchises out there. let's dig deeper with benno dorer, the ceo of clorox, find out more about the quarter and his company's prospects. welcome back to "mad money." >> good to be back, jim. >> sometimes you're a victim of your own success. when i saw how well your company's stock has done versus the consumer product group i was worried this could happen. it's done so much better. maybe some of this is just profit-taking. >> look, i focus on the long-term fundamentals. shareholder return has been very solid over the last 12 months op our stock rose more than 20%. and fundamentally what i care about is are we delivering against the business? we just announced 18% earnings sales are up very solidly in all of our u.s. segments. and in currency-neutral terms, also international, we're growing market share in the u.s. and international. and as you said, we've raised the outlook. so i feel good about w

. >> clorox, kimberly clark, you go down the list. >> exactly. >> the question about the broader market, pretty good conversation on friday about the market and where we all stood. i will say this. on positive side of thing, you know, we traded down to 1920 today in the s&p, a day where the market could have given back a lot. held exactly level that we had flagged as a pivot point. what does that mean? well, past resistance becomes support. you saw it today. now i still think there's some serious head winds out there for the market but if you let price be your guide which i say from time to time, the fact that we held 19 and 20 today is encouraging. if nothing else, 19, 20, gives you something else to trade on the long trade. >> the classic theory is pointing to more losses ahead. let's go off to carter wirth. what are you seeing? >> extreme behavior of spam. only three sectors up and it's teleco, utilities and staples. telco is not a real sector. we're really being led by utilities and i wanted to look at the spread right now. this is a trailing one-month basis, but what's important is

we at kimberly clarke, yesterday clorox went down, verizon.mpany called tab low date why and li data and linked in. people felt they were great growers. tab low data takes the growth down dramatically. people say, tab low, that's cloud. that's social. that's mobile. that's big data, that's analytics. you got the five things that everybody wants to be and suddenly those five things are horrible. but maybe it is tab low data that is horrible. i see sales force.com down 9. i remember not that long ago when nadal was going to buy sales force, the greatest growth. maybe tab low data is having it taken to by sales force. maybe there is overreaction, maybe linked in isn't suddenly worth half of what it was worth yesterday. but when these big firms that are momentum, when they start selling, the last price you get is the lowest price. because there is brokers out there saying, listen, i'm banging it out and i got you a much better price than the close. that's how it works now. i think there is an overreaction, but it will continue monday because stock