if you want the stock market equivalent of the cowboys defense i'd go can kimberly clark the consumer'm not just making a joke. [ rimshots ] at the cowboys' expense given kimberly clark deals with diapers and toilet paper. it's a coincidence. like the best nfl defenses it can give you steady production from its yield along with 4% organic growth in the most recent quarter. with rate cuts on the horizon it will be a good year for high yielding consumer staples plays and kimberly clark's among the best of the best, hence the cowboys analogy. cowboys don't get mad at me. i thought your defense was great. i saw you annihilate us eagles when we went down to see you in dallas. finally we'll round out our team way kicker. i like cowboys kicker brandon aubrey. saw him kick a couple 60-yarders. do you know he wasn't a football player until just a couple years ago after playing college soccer? he was a first-round pick in the 2017 major league soccer draft. after that he decided to pursue a career in software engineering but on the side he started training as a football kicker. after a couple y

at the time i happened to like the stock of kimberly-clark.d be a terrific addition and i bought him 100,000 shares. almost immediately the stock went up 8 points. i had a winner. i called him, i bob, i want to sell the $1,000 shares to kimberly-clark. i thought he would thank me. but he was furious. he told me i said kimberly would be a good long-term position, that it would have great gains over time and he wasn't the least interested in making only $8,000. and then he questioned my integrity and wanted to know if i was churning him, a horrible charge, meaning i was just trying to generate commissions off his account. you know what? i was scorched. i was burned. it taught me a terrific lesson. just as you don't want to turn a trade into a investment because that's a sign you're embracing a loss, you also don't want to turn an investment into a trade when you have a good one, let it run for heaven's sake. bob was right. kimberly-clark nearly doubled and i was vindicated despite myself. finally, understanding how to create long-term wealth. a

in the case of kimberly clark, i think it's a very attractive defensive name.gories which is bath and tissue, infant care, which is diapers and training pants, as well as feminine care. the company is trading at a very discounted basis to its competitor procter & gamble. there's a fair amount of opportunity from a valuation perspective and yield at 3.8% is a pretty attractive way of generating income at the same time having good expose sure to a company. in the case of u.p.s. that's more cyclical and the economy improving from here. if the market stimulated, people can be buying more packages. businesses will be shipping more goods and u.p.s. should be a beneficiary of that. and with the 5% yield, we think that's a very compelling opportunity. from valuation perspective, it's trading at basically decade lows on relative valuation basis. >> we've had some folks point to old school industrials and materials. i notice wire eyerhouser. >> that's a cyclical play. largest lumber producer in america as well as the largest timber landowner. a quarter of industries -- t

moving up there, consumer staples, also new highs, talking about this for a long time, coke, kimberly clark nat gas not doing anything. we have new lows on halliburton, apa, big exploration production company, slb, the old slum erjay here. you don't see many lows but here it is. nvidia my whole point on nvidia is they're taking the multiple down not the earnings down. we have noted the week after week, here's the current fiscal yeare year estimate, 119% increase. and the next fiscal year, 41. the earnings are going up but they're decelerating, that's not horrible but nobody is taking down the earnings estimate. what they're taking down is the multiple. this is the year ending in february. 37.9 it was 48 in june. so the next fiscal year is only 26. it was 36 back in june. the bottom line here is the number here is coming down rather dramatically here. nvidia is not a value stock. i'm not trying to argue that, but it's more reasonably priced than it was a couple of months ago. take the multiple down, don't take the earnings down. now you have nvidia reasonably priced here. apple is somewhere

kimberly-clark also at 3.5%. pepsico at 3.2%.stocks not only have higher stocks on a relative basis but have their stolkcks declined. becky, i'll send things back over your way. >> that's a good way. dom, thank you. >>> president biden calls for a cease-fire on the war in israel. how rrd woieshould the markets be about this global hot spot? council of foreign relations is joining us. we're coming back. >> announcer: sectornomics is sponsored by sector spdr etfs. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. meet kandi technologies, where innovative, eco friendly design meets exceptional performance. with officially licensed nfl team edition golf carts exclusively available at lowe's. elevate your ride and explore electric investment opportunities. kandi technologies. this is our future, ma. godaddy airo. creates a logo, website, even social posts... in minutes! -how? -a.i. (impressed) ay i like it! who wants to come see the