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Nov 15, 2013
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>>> and kimberly-clark spinning off its health care business.have the company's ceo right here on "squawk box" when we return. >> what are you doing? >>> comcast is reportedly going to start selling movies downloading through the xfiniti website. it let's customers buy movies at any time on a variety of devices. the new service might start by the end of this year. comcast is the parent company of nbc universal and cnbc. will this help the company with -- like to counter netflix? >> this is a windowing issue. they are going to go straight to the consumer right after it is in the theater and then there will be the window after that with ondemand. >> you're seeing it already. you pay more for it if you want to get the sneeak preview. >> have you seen the financial movie, arbitrage, with gear? >> it was all -- the guy was satan. >> you can pay $20 to watch at home. >> richard gere -- >> i'm giving you an example. i know you've seen it because it portrays the entire hedge industry being run by a bunch of madoffs. >> i'm listening to my other songs no
>>> and kimberly-clark spinning off its health care business.have the company's ceo right here on "squawk box" when we return. >> what are you doing? >>> comcast is reportedly going to start selling movies downloading through the xfiniti website. it let's customers buy movies at any time on a variety of devices. the new service might start by the end of this year. comcast is the parent company of nbc universal and cnbc. will this help the company with -- like...
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Nov 14, 2013
11/13
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breaking news on kimberly clark. >> it looks like we've got kimberly clark shares on the move right thousand are seeing what they are saying right now. they're going to spin off their health care business. this is a business that would have about $1.6 billion of annual sales so that kimberly clark can focus on its consumer and professional business. this health care unit makes things like surgical masks and drapes, sterilized wound dressings, that kind of thing. kimberly clark shares are on the move on this. again, maria, they're spinning off their health care business. again, a business that might have about $1.6 billion in sales per year. kmb shares are on the move. >> dom, thank you so much. >>> 2013 may go down at the year of activist investor. you've seen it with carl icahn's run for control of dell and the push now he has for apple to use its cash. dan loeb's calms for chanls for sony. my next guest prefers to call himself a friendly activist. bl blue harbour group's cliff robbins. >> great to be here. >> is there really such a thing as a friendly activist investor? >> there is. >> tel
breaking news on kimberly clark. >> it looks like we've got kimberly clark shares on the move right thousand are seeing what they are saying right now. they're going to spin off their health care business. this is a business that would have about $1.6 billion of annual sales so that kimberly clark can focus on its consumer and professional business. this health care unit makes things like surgical masks and drapes, sterilized wound dressings, that kind of thing. kimberly clark shares are...
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Nov 15, 2013
11/13
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i know. >> kimberly-clark trading at all time high. >> kimberly-clark -- i'm sorry.108.87. they will spin off their health care business that will create stand "today" lone health care company with about 1.6 billion sales. the proposed spinoff makes sense. >> the widely owned p and g, proctor and gamble. >> trading at all time levels. 84 pop 71 np goes back to 1920. bill ackman only holds 2.1 million shares but down from nearly 9 million shares in the second quarter. >>> a bit of under the radar pick. china's radio service youtube video. >> if you go to yoku it looks like youtube by the way. company reported earnings of 21 cents beating estimates. revenue didn't beat as much. still stock doing well. they added about 12% advertising customers quarter over quarter. bank of america, merrill lynch downgrading and cut their price by 50 cents. the stock up. yoku is the adr ticker. >> fedex, right, speaking of older companies is a new darling of certain hedge fund managers like george soros, daniel loeb, john paulson who have bought fedex shares as of late. the company woul
i know. >> kimberly-clark trading at all time high. >> kimberly-clark -- i'm sorry.108.87. they will spin off their health care business that will create stand "today" lone health care company with about 1.6 billion sales. the proposed spinoff makes sense. >> the widely owned p and g, proctor and gamble. >> trading at all time levels. 84 pop 71 np goes back to 1920. bill ackman only holds 2.1 million shares but down from nearly 9 million shares in the second...
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Nov 15, 2013
11/13
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lots of people have commented to me over and over again that consumer packaged goods stocks like kimberly clark are overvalued because of their high dividends. kimberly announced the stock's up 6 in after-hours trading. if you were short kmb betting the bubble would soon burst, you have double bubble popped all over your face. eww, nasty. plenty of people think this is all wrong. they believe the collateral positives are no different from collateral negatives or collateral damage. it's just all bad. but i don't make those kinds of judgments here. they get in the way of making money. they get in the way of the process of getting rich, which we should never forget is what we're supposed to be doing when we invest in the stock market. passing judgment on the process or the fed itself is merely a parlor game to me, no different from trying to figure out whether the jets or bills will win this sunday's football game. we're trying to make money here and i will not let that parlor game get in the way of my thinking. i am playing kimberly clark. i'm not playing desean jackson. this is realty, not fanta
lots of people have commented to me over and over again that consumer packaged goods stocks like kimberly clark are overvalued because of their high dividends. kimberly announced the stock's up 6 in after-hours trading. if you were short kmb betting the bubble would soon burst, you have double bubble popped all over your face. eww, nasty. plenty of people think this is all wrong. they believe the collateral positives are no different from collateral negatives or collateral damage. it's just all...
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Nov 15, 2013
11/13
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i want to get to kimberly-clark hitting a new high today as they are talking about spinoff plans workingith morgan stanley to pursue this into moving to set up a health care business that actually has surgical infection prevention products and they could spin this off and the idea of pushing stock to the upside earlier today let's see what is doing, it is down to the downside but earlier today moved earlier to the upside and worth noting kimberly-clark makes kleenex tissues, household products as well. connell: thanks. dagen: president obama auld another high level of losses meeting with insurance executives today as the administration tries to right the wrongs in the health-care law. connell: the biggest obstacle may not be with these insurance companies and peter barnes is at the white house. peter: the insurance industry is scrambling this morning after the president's announcement that he will allow existing health insurance policies that do not comply with obamacare to continued to be sold and used by some five million people who have had their policies canceled so far, and confirme
i want to get to kimberly-clark hitting a new high today as they are talking about spinoff plans workingith morgan stanley to pursue this into moving to set up a health care business that actually has surgical infection prevention products and they could spin this off and the idea of pushing stock to the upside earlier today let's see what is doing, it is down to the downside but earlier today moved earlier to the upside and worth noting kimberly-clark makes kleenex tissues, household products...
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Nov 8, 2013
11/13
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FOXNEWSW
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they rise when the staples, the things you need, the kimberly clarks and the clorox bleach, when thosetocks come down. i'm sorry. >> you are the only thing smart here. >> what does it say about americans that vice tells us how we are doing? >> it says we are awesome. it also says we are judgmental. we apparently like to do these things and then call them vices as if there is something wrong with them. lori, i will completely disagree with you. first of all this guy says there is an 88% correlation between his vice index and personal consumption figures. and i believe -- >> personal consumption of those items. >> overall personal consumption. >> i think you are thinking of the come component in the nonism. >> i was thinking of the manufacturing component in the tdo. >> you are making that up. >> no, i think just the opposite. when times are bad, if you don't have money to burn, the first thing you probably stop doing is spending money on vices. most people believe that. >> that's what a reasonable, thoughtful person would do. people want to numb the pain. i don't have the data and the c
they rise when the staples, the things you need, the kimberly clarks and the clorox bleach, when thosetocks come down. i'm sorry. >> you are the only thing smart here. >> what does it say about americans that vice tells us how we are doing? >> it says we are awesome. it also says we are judgmental. we apparently like to do these things and then call them vices as if there is something wrong with them. lori, i will completely disagree with you. first of all this guy says there...
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Nov 8, 2013
11/13
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if we look at the stocks of kimberly clark, colgate and general mills, traded 18 times earnings but clorox, slower growth characteristics traded at 25 times earnings. you know what we would do? >> sell, sell, sell. >> clorox and buy the others in the group because it would make no sense. they are too similar to accept the rogue nature of one particular stock in the cohort. each industry has its relative model of what you would pay for it, drugs, utilities, the industrials, the banks, you name it. if you have one outlier that sells for more than the others, something's up. that's a sign of danger and i've got to throw the red flag. the red flag is being thrown right now for twitter. even as you see your tweets on the ticker below. many are enthusiastic, much more than i am about the stock. i am very enthusiastic about the company and product which diverged today from the stock. i've also looked at the pricing history of all these kinds of ipos. yelp, pandora, linkedin, zillow, trulia, groupon, zynga. one year later almost of them were lower, dramatically lower for the most part. patience an
if we look at the stocks of kimberly clark, colgate and general mills, traded 18 times earnings but clorox, slower growth characteristics traded at 25 times earnings. you know what we would do? >> sell, sell, sell. >> clorox and buy the others in the group because it would make no sense. they are too similar to accept the rogue nature of one particular stock in the cohort. each industry has its relative model of what you would pay for it, drugs, utilities, the industrials, the...
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Nov 21, 2013
11/13
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i don't know, i was thinking maybe p&g or kimberly-clark? >> it might have also been a grocery, but we're going to take it a step further. the next hint is that this company -- i got "dream weaver" stuck in my head. thanks, brian, for that, by the way. this company is based in winston-salem. >> philip morris. >> it's not philip morris, but you're on the right track. it's america's second biggest tobacco company. >> reynolds america. >> you got it, rai. >> it's based in manhattan. you live in the penthouse above their headquarters, i thought. >> i have no idea. the single best performing stock that's a dividend payer over the market is one that's up about 33% year to date. this is also a consumer staples company that yields around 4%. so i will tell you it's not a grocery, and it's not proctor & gamble. any guesses? >> j&j? >> not j&j. this one is headquartered, brian sullivan, is greensboro, north carolina. >> lauralar? >> it is. two companies, both cigarette makers, outperformers of the stock market and both pay at least a 4% dividend. only
i don't know, i was thinking maybe p&g or kimberly-clark? >> it might have also been a grocery, but we're going to take it a step further. the next hint is that this company -- i got "dream weaver" stuck in my head. thanks, brian, for that, by the way. this company is based in winston-salem. >> philip morris. >> it's not philip morris, but you're on the right track. it's america's second biggest tobacco company. >> reynolds america. >> you got it,...
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Nov 15, 2013
11/13
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we have kimberly clark's tim falk and we'll cap off our ceo summit with fred smith from fedex.street as janet yellen says the central bank's current policies will continue. >> we expect to maintain a highly accommodative monetary policy for some time to come thereafter. and the message that we want to send is
we have kimberly clark's tim falk and we'll cap off our ceo summit with fred smith from fedex.street as janet yellen says the central bank's current policies will continue. >> we expect to maintain a highly accommodative monetary policy for some time to come thereafter. and the message that we want to send is
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Nov 15, 2013
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i think the key to this market is kimberly clark. >> really? analysts who follow it, major firms. six had a hold, three had a sell, a very vocal sell. mr. faulk, the great ceo, comes out and says listen, the last downgrade was at 93, look at the stock, you're talking about $113, 112 stock. that's a bond market equivalent. everyone said when taper turns, it going to crush them. mr. faulk is saying we're a living, breathing organism here. you may think all we are is a bond market equivalent. all we can do is break the company up. what is going on when they break the company up, david? >> shrinking to grow! >> that's the key. >> pfizer was the key to the market. >> and you know what drug that was. >> yes, i do. >> it was viagra. it was viagra! let's ring the opening bell, shall we? we're about to hear the applause and get that opening bell. and here at the big board we're going to have ace, a transaction management platform. over at the nasdaq, zulily, a children's clothing web site. initial offering today. >> it's a very exciting site and it will
i think the key to this market is kimberly clark. >> really? analysts who follow it, major firms. six had a hold, three had a sell, a very vocal sell. mr. faulk, the great ceo, comes out and says listen, the last downgrade was at 93, look at the stock, you're talking about $113, 112 stock. that's a bond market equivalent. everyone said when taper turns, it going to crush them. mr. faulk is saying we're a living, breathing organism here. you may think all we are is a bond market...
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Nov 1, 2013
11/13
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when you take rates to 2.9, kimberly clark goes to 92, really dangerous. where was industrial production five years ago? we just got back to it. >> and it's been lagging. >> although it's interesting, keep an eye on ism at 10:00 today. there has been a gap between chicago and what the actual production figures are. it's not quite as strong as the headlines would have you believe. as you say, we certainly have come back. >> at the same time, we have a changed economy. i've been watching mexico. we had harmon on last night. the company was up 15%. they're moving a lot of their business to mexico. i think that most of the time when you see these companies and they change their cost structure, then their earnings go up and you got to give it a higher -- >> one question on bubbles. i made a list on twitter of a people who have made a bubble or undeserved multiple. elon musk, shiller, bill gross, the list is getting longer. >> but they're all big thinkers who don't want to look at -- well, no, the shillers of the world, they don't want to differentiate among sto
when you take rates to 2.9, kimberly clark goes to 92, really dangerous. where was industrial production five years ago? we just got back to it. >> and it's been lagging. >> although it's interesting, keep an eye on ism at 10:00 today. there has been a gap between chicago and what the actual production figures are. it's not quite as strong as the headlines would have you believe. as you say, we certainly have come back. >> at the same time, we have a changed economy. i've been...