kimberly clark, the paper product purpurveyor. are you a buyer here of kimberly?k there's a couple reasons why. you mentioned some of the at-risk areas for kimberly clark, higher input costs which is compressed margins and management made a little headway on margin. but if you look from a valuation perspective, i like kimberly clark because their trading at favorable valuation. discount to ten year forward p and also trade discount relative to their peers. those are some of the reasons why i like the company. if you look on their side, they have a diverse product lines that are actually going i think hold up well if the consumer weakens. these are staples that consumers need. even if we see a weakening consumer, i think they'll relatively farewell on the revenue side and won't have to push too much into promotion to compress margins. >> can't think of a more consumer staple than this. >>> let's move on to at&t. shares are down 10% in the year, up 2% today after verizon smashed expectations for phone ads. at&t trying to mount its own turn around. boy, they're adver

you have proctor and gamble and kimberly clark. they have a lock on the diaper market.the price of the input that goes into the diapers has come down considerably, but diaper prices still remain high. in this case, i would urge the federal trade commission to take a look at whether or not their anti-competitive practices at play. we have seen in the earnings call that both procter & gamble and kimberly clark are keeping their prices high. in cases with we have really concentrated markets like in the diaper market, weshould look at anti-trust. the biden administration has done a lot on this front. just yesterday, we saw that the merger of spirit and jetblue was blocked. airlines have been a big recipient of windfalls from profiteering. i think there's a lot to do in the anti-trust front as well. >> that's a great point. it might have been crowded out by some of the political news but those actions matter. on a lighter note, do you have any friends in the sort of corporate board rooms, hedge funds, finance, do they resent you at dinner parties for blowing the whistle on t

for kimberly-clark, it's 52 years and counting. stuart: not bad. that's a good record.ter the bell this afternoon. the stock is up premarket. right, you can -- up $2. what are you expecting? lauren: i think it's about two things. i think it's about margins, have they bottomed. that's what wall street wants to know, because they keep cutting prices. is this end of it. and the model 2. reuters is reporting that tesla will start production of a $25,000 car for the mass market next year. will management address that report? what about the cyber truck ramp-up? what about optimus, right? all of that could be, let's say, let's call it a distraction at a time when there's a lot of negative it about evs. can tesla distract us us? i think that's all much more important than what the profit is, what the revenue is. stuart: wait until the call. elon musk on the call. what on earth is he going to say? what's he going to pull out off the hat? lauren: cyber truck's coming to china, and we're bring them to europe -- stuart: you don't know he's going to say that. lauren: no, or i'm maki

you've got procter & gamble, and kimberly-clark, and they really have the lack of a bigger market. seeing is actually the price of -- the input that goes into the diaper, has come down considerably. the diaper prices still remain high. and in this case, i would actually encourage the federal trade commission to take a look at whether or not they are anti competitive practices in play. we have seen in the earnings call that both proctor and gamble and kimberly-clark are keeping their prices high, and they're able to do so because the other one is under cutting. them and so i think in cases where we have really concentrated markets like in the diaper market, we should take a look at -- . you know the biden administration has done a lot on this front, just yesterday we saw that the merger of spirit and -- was. and airlines have been -- a big recipient of -- profiteering. and so i think there's a lot to do on the antitrust front as well. >> that's a great point, you mentioned this week again, it might have been crowded up by some of the political news, but those actions matter. on a li

we also have kimberly clark claiming softening demand is a focus here too .eclare a 3.4% quarterly dividend increase to $1.22 per share and stock lost 10% over the last year and is down 25% from the all time high made back on august 12th of 2020. we should look at tech strong. that one is on the move. 8% higher after the company's 2024 forcast for profit and private plane deliveries exceeded analysts and jet and helicopter manufacturer said the u.s. army continues to replace black hawk chopper by aircrafts made by the bell unit. tech strong awarded the contract back in december of 2022 to replace more than 2,000 medium class black hawk helicopters and earlier this month, canada also awarded a contract to textron bell units and more demand for what they make. forecasting first quarter revenue below analyst expectations and stock is down 4.6% and oil field technology company spending on drilling has decreased and it does not see any meaningful recovery for the first half of the year. stock is down 10% for the month and lost around 65% since it all-time high. go

coop summer sentiment and demand, especially in the first half of 2024 >>> and the other was kimberly clarkhe proctor and gamble message yesterday, talking about a healthier consumer did see organic growth most driven by pricing. the market is disappointed in the quarter overall, it was a miss and guidance comes in light. as far as the consumer, constructive commentary on what they're saying listen >> the consumer right now still remains, despite what you might argue is a fairly mixed kind of consumer picture, the consumer remains pretty healthy the categories are pretty robust in north america just to give you a reference point, category value was up 6 in the quarter and 8 for the year so that's a pretty solid number. >> michael hsu there i think it depends on what category in you're, what income level you cater to to understand what the consumer is consumers are expected to drive the gdp up to 2% or higher that's on thursday. >> tomorrow. we'll see. a lot of takes about what real income growth, real disposable income growth is doing for the consumer. >>> netflix is the stock story of the