This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Jim Cramer: The Indefatigable Kimberly-Clark

These analysts, and the negativists about Kimberly, seem to not understand the power of the coach to change up the team. They look at Kimberly as this static beast. They don't see that the company's goal is to return capital to shareholders in an aggressive way while still funding all the profitable growth that is necessary. The company gets little to no credit from the analysts for what it has done. But the stock itself has been a horse because of all of the actions it has taken, including a consistent boosting of the dividend while it has shrunk the share count by about 8% over the last few years.

Kimberly-Clark is an illustration of why this market is such a tough short. People keep leaving Kimberly, and analysts don't trust it, because of that future tapering. As for Kimberly's management, it doesn't care about tapering either way. It cares about bringing out value, as it did last night. Given the track record, I am siding with management. But, then again, what do I know? I am just a small-minded guy who pays attention to the work Tom Falk does -- not to the work of the big-time strategists who hang on the word of every Fed minion out there. I guess I am just old-fashioned, both in my style and in my belief that what matters isn't sounding smart -- it's making money.

At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, had no positions in the securities mentioned.

Editor's Note: This article was originally published at 8:00 a.m. EST on Real Money on Nov. 15.

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV


Chart of I:DJI
DOW 17,630.27 +189.68 1.09%
S&P 500 2,093.25 +25.61 1.24%
NASDAQ 5,089.2060 +49.43 0.98%

Our Tweets

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs